One finance relationship, backed by the services owners actually need.
From bookkeeping and payroll to tax planning and reporting, the goal is cleaner execution and fewer handoffs.
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
Services
Start with the all-in-one relationship, then see the core service lines behind it.
Complete Financial Outsourcing
One accountable relationship for bookkeeping, payroll, tax planning, reporting, and sharper owner decision support.
Why owners choose it
One team helping the books, payroll, tax planning, and reporting stay coordinated as the business gets more complex.
Bookkeeping & Payroll
Keep the back office current, organized, and moving without payroll-day chaos or stale books.
Tax Planning & Preparation
Move beyond deadline scrambling with planning that happens early enough to matter.
Financial Reporting & Advisory
Turn the numbers into cleaner operating decisions, better timing, and fewer surprises.
Where this model tends to fit best
Owner-led businesses with enough complexity to need accounting, payroll, tax work, and reporting moving together.
Real Estate Investors & Property Groups
Support for investors, developers, property managers, and owner-operators with multiple moving pieces.
View industry page →Dental Practices
For practices balancing payroll, production, overhead, and owner compensation.
View industry page →Medical, Chiropractic & Wellness Clinics
Adjacent healthcare operators that need disciplined books, reliable payroll, and proactive tax strategy.
View industry page →Veterinary Practices & Animal Care
Operationally busy practices where finance needs to keep up with staffing, inventory, and growth.
View industry page →Professional Services Firms
Law firms, agencies, consultancies, and other owner-led firms that need cleaner reporting and tax coordination.
View industry page →Construction, Trades & Field Services
For operators juggling crews, job costs, payroll timing, and cash flow pressure.
View industry page →Retail, Hospitality & Multi-Location Operators
Finance support for businesses managing shifting labor, locations, and tighter margins.
View industry page →Family-Owned & Entrepreneurial Businesses
Owners who want a steady finance partner as the business gets bigger and more complex.
View industry page →Common service questions
What does complete financial outsourcing mean? +
It means one firm coordinates your books, payroll, tax work, and reporting, so you spend less time managing handoffs and more time running the business.
Who is the right fit for McIlvain? +
McIlvain is a strong fit for owners who have outgrown piecing things together between a bookkeeper, payroll provider, and separate tax preparer.
Do they only handle taxes? +
No. McIlvain also works across bookkeeping, payroll, reporting, and ongoing tax planning.
What kinds of businesses line up well with this model? +
Owner-led businesses with moving parts tend to benefit most, including real estate groups, dental and medical practices, veterinary operators, and professional service firms.
Where is the office? +
McIlvain is located at 1110 N. Kimball Ave., Suite 100 in Southlake, Texas.
How established is the firm? +
Public company and directory profiles place the firm’s founding in 1988, with more than 35 years serving the Southlake area.
Want to stop stitching together separate providers?
McIlvain can step in where lag, handoffs, and avoidable surprises are costing you time.
Start the conversation