A Southlake CPA firm built for owners who need more than year-end filing help.
McIlvain brings long-standing local roots together with ongoing support across books, payroll, tax work, and reporting.
Complete finance support for owners who have outgrown patchwork help.
Books, payroll, tax planning, and reporting working together under one roof.
Southlake roots with a business-owner lens, not a filing-only mindset.
Southlake CPA firm
Built for owners who need more than tax prep once a year.
52 reviews
Public reviews point to timely, professional tax work, while directory profiles reinforce the firm’s long Southlake track record.
- • Owners tired of juggling separate finance vendors
- • Real estate and property operators needing cleaner reporting
- • Dental, medical, veterinary, and specialty practices
1110 N. Kimball Ave Ste 100
Southlake, TX 76092
Long-standing, local, and built for businesses with real moving parts.
Public profiles place McIlvain’s founding in 1988, with more than 35 years serving the Southlake area. That kind of staying power matters to owners who want steady support, clear answers, and a firm that understands the day-to-day demands behind the numbers.
McIlvain’s work goes beyond filing returns. The firm helps keep books current, payroll on track, tax planning timely, and reporting useful enough to support better decisions.
Instead of separate bookkeeping, payroll, tax, and reporting conversations, owners get a steadier operating picture from one relationship.
A long-standing accounting relationship should make the business feel calmer, clearer, and easier to run.
That means cleaner books, faster answers, and fewer handoffs between the financial pieces that affect each other.
The fundamentals handled early, cleanly, and in the same conversation.
This is where the relationship becomes valuable: fewer dropped balls, less backtracking, and better financial visibility while decisions still matter.
Current books
Numbers that are clean enough to trust before payroll, taxes, or a cash decision starts to slip.
Steady payroll
A repeatable back-office rhythm so payroll does not keep bleeding into the rest of the week.
Earlier tax planning
Advice early enough to change the outcome rather than explain it after the deadline is close.
Useful reporting
Reporting that helps an owner decide what to fix, fund, or push next.
Experienced leadership matters.
Owners want to know who is behind the work and who stays accountable when the details matter.
Kelli Hoffman
Managing Partner
Kelli Hoffman is one of the managing partners helping guide McIlvain’s work with Southlake business owners.
View LinkedIn profile →Tasha Whiddon
Managing Partner
Tasha Whiddon, MBA, CPA is one of the managing partners behind McIlvain’s accounting, tax, and advisory depth.
View LinkedIn profile →
Backed by a skilled, talented, responsible, and trustworthy team.
The partner relationship is visible up front, and the work is supported by a broader team that helps keep details moving, deadlines met, and clients taken care of.
Trusted by clients. Established in Southlake.
Reviews, directory listings, and local visibility point to an established Southlake firm.
“McIlvain efficiently completed urgent tax work on time in a professional and accurate manner.”
“Serving the area for more than 35 years and long-time members of the Southlake Chamber of Commerce.”
“Google currently shows a 4.5-star rating for the firm.”
Looking for a CPA relationship with more range?
If you want books, payroll, tax work, and reporting to move together, start the conversation.
Schedule a consultation