McIlvain & Associates
McIlvain & Associates
Southlake accounting and tax firm
Team

Experienced partners, backed by a team owners can trust.

McIlvain’s work is led by named partners and supported by a capable team behind the day-to-day details.

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.

McIlvain team gathered at a ribbon cutting event

Southlake accounting and tax firm

Built for owners who need more than tax prep once a year.

McIlvain & Associates
Founded in
1988 35+ years
serving Southlake-area businesses

A long local track record and partner-led support give owners more confidence that books, payroll, tax work, and reporting will stay coordinated.

Best-fit businesses
  • • Owners tired of juggling separate finance vendors
  • • Real estate and property operators needing cleaner reporting
  • • Dental, medical, veterinary, and specialty practices
Southlake office

1110 N. Kimball Ave Ste 100

Southlake, TX 76092

Partner-led. Backed by a skilled team.

Owners want to know who is accountable and who helps keep the work moving.

Kelli Hoffman, Managing Partner at McIlvain & Associates Managing partner

Kelli Hoffman

Managing Partner

Kelli Hoffman is one of the managing partners helping guide McIlvain’s work with Southlake business owners.

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Tasha Whiddon, Managing Partner at McIlvain & Associates Managing partner

Tasha Whiddon

Managing Partner

MBACPA

Tasha Whiddon, MBA, CPA is one of the managing partners behind McIlvain’s accounting, tax, and advisory depth.

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McIlvain team gathered at a ribbon cutting event
Team behind the work

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.

Need a steadier accounting relationship?

If you want books, payroll, tax planning, and reporting working together, start the conversation.

Talk with McIlvain