Founded 1988 • Southlake, Texas
Southlake CPAs for Owners Who Need More Than Tax Prep.
McIlvain & Associates helps business owners stay ahead of bookkeeping, payroll, tax planning, and financial decisions with one coordinated team.
Public signals point to a firm built for owners who want cleaner books, steadier tax planning, and fewer moving parts behind the scenes.
Why McIlvain Stands Out
What Business Owners Can Hand Off
From bookkeeping and payroll to tax planning and owner-level reporting, the public service mix points to a broader operating partner than a typical annual tax shop.
Complete Finance Outsourcing
One coordinated relationship for bookkeeping, payroll, tax planning, and financial support.
Learn more →Bookkeeping & Payroll
Keep records current, payroll moving, and owners out of back-office chaos.
Learn more →Tax Planning & Preparation
Move beyond deadline filing with cleaner planning and fewer surprises.
Learn more →Financial Reporting & Advisory
Translate the numbers into better decisions for real operating questions.
Learn more →Established Roots. Broader Support.
McIlvain & Associates has been part of the North Texas business community since 1988. Public profiles describe a firm that goes beyond filing work into bookkeeping, payroll, tax planning, and strategic finance support for business owners.
That matters because many owners do not need another disconnected vendor. They need numbers that stay current, tax decisions that happen before deadlines, and a team that can help the back office keep up with the business.
Public-Facing Leadership Signals
A long-standing firm with visible continuity into its Southlake chapter.
Kelli Hoffman
Managing Partner
Public company materials identify Kelli Hoffman as one of the managing partners leading McIlvain after Sandy McIlvain's retirement.
Tasha Whiddon
Managing Partner
LinkedIn and public search results identify Tasha Whiddon, MBA, CPA as a managing partner and part of the firm's leadership transition into its Southlake chapter.
Janine Simonetti
Business Development Manager
The Southlake Chamber listing names Janine Simonetti as McIlvain's business development contact, reinforcing the firm's community-facing presence.
Questions a Prospect Would Ask First
Do you only help with taxes? ▼
No. Public descriptions consistently position McIlvain as a broader accounting and finance partner, including bookkeeping, payroll, reporting, tax planning, and strategic guidance.
Who is the best fit for McIlvain? ▼
The strongest public-fit signal is the business owner who wants one coordinated relationship instead of separate vendors for books, payroll, taxes, and financial decision support.
Do you work with real estate and specialty practices? ▼
Yes. Public service descriptions specifically mention real estate, dental, and veterinary-related business contexts.
Where is the office located? ▼
McIlvain's Southlake office is at 1110 N. Kimball Ave., Ste 100. The Southlake Chamber listing also notes easy access from Highway 114.
What makes this different from piecing together separate vendors? ▼
The public positioning is broader than one-off compliance. The value is in having bookkeeping, payroll, tax work, and financial guidance moving in the same direction.
How established is the firm? ▼
Public company profiles say the firm was founded in 1988, and the Southlake Chamber describes McIlvain as having done business in the area for over 35 years.
Want a cleaner finance rhythm behind the business?
Start with the part that is creating drag right now: bookkeeping, payroll, tax planning, or visibility into the numbers.
Schedule a conversation