Books, payroll, tax, and reporting — one team that owns the whole picture.
Since 1988, McIlvain has helped Southlake and DFW owners run cleaner books, steadier payroll, and earlier tax decisions — without juggling three different vendors.
One team instead of a patchwork of bookkeepers, payroll shops, and tax preparers.
Planning before the deadline — not explanations after it.
Southlake roots. Capacity that reaches across DFW and beyond.
Southlake accounting & tax
One relationship. Every moving piece coordinated.
in business
Serving Southlake-area businesses since day one.
- • Owners done juggling separate finance vendors
- • DFW businesses that need tighter coordination
- • Practices, property, trades & professional firms
1110 N. Kimball Ave Ste 100
Southlake, TX 76092
Thirty-five years of showing up for Southlake owners.
Named partners. A real office. A Google rating owners actually check before they call.
Owners keep coming back for a reason.
On-time work, clear communication, and a firm deep enough in Southlake to know how local businesses actually run.
“McIlvain efficiently completed urgent tax work on time in a professional and accurate manner.”
“A long-standing Southlake firm and long-time member of the Southlake Chamber of Commerce — more than 35 years in the community.”
“4.5 stars on Google — the kind of rating owners look for before they hand over the books.”
Stop managing vendors. Start running the business.
Books, payroll, tax planning, and reporting — coordinated so each piece makes the others smarter.
Books
→Monthly books stay current.
Payroll
→Payroll runs on clean numbers.
Tax planning
→Tax decisions happen earlier.
Reporting
Reporting reflects the whole picture.
Complete Financial Outsourcing
One accountable team for books, payroll, tax planning, reporting — and the decisions those numbers drive.
Why owners choose it
One team helping the books, payroll, tax planning, and reporting stay coordinated as the business gets more complex.
Bookkeeping & Payroll
Current books and clean payroll runs — without the end-of-month scramble.
Tax Planning & Preparation
Tax moves timed early enough to change the outcome — not just file the return.
Financial Reporting & Advisory
Reporting that tells you what to fix, fund, or push — before the quarter slips.
Built for owners — not for filing season.
McIlvain & Associates has served North Texas businesses since 1988. That history matters when payroll cannot slip, books need to stay decision-ready, and tax choices have to happen before the window closes.\n\nThe offer is simple: one finance relationship that keeps the moving pieces aligned and gives you a clearer next move.
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.
Industries with real moving parts.
From practices and property groups to field crews and multi-location operators — finance support that keeps up.
Real Estate Investors & Property Groups
Support for investors, developers, property managers, and owner-operators with multiple moving pieces.
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Dental Practices
For practices balancing payroll, production, overhead, and owner compensation.
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Medical, Chiropractic & Wellness Clinics
Adjacent healthcare operators that need disciplined books, reliable payroll, and proactive tax strategy.
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Veterinary Practices & Animal Care
Operationally busy practices where finance needs to keep up with staffing, inventory, and growth.
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Professional Services Firms
Law firms, agencies, consultancies, and other owner-led firms that need cleaner reporting and tax coordination.
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Construction, Trades & Field Services
For operators juggling crews, job costs, payroll timing, and cash flow pressure.
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Retail, Hospitality & Multi-Location Operators
Finance support for businesses managing shifting labor, locations, and tighter margins.
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Family-Owned & Entrepreneurial Businesses
Owners who want a steady finance partner as the business gets bigger and more complex.
View industry page →Partner-led. Team-backed.
You get leadership you can name — and a firm behind them that keeps deadlines, details, and follow-through tight.
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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Managing partner 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.
Questions owners ask before they switch.
Straight answers on fit, services, and how the relationship works day to day.
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.
If the back office is slowing you down, fix the relationship — not just the software.
Talk with McIlvain about cleaner books, steadier payroll, earlier tax planning, and reporting you can actually use.
Get a consult