An established CPA firm with a broader operating lens
Public sources point to a firm built for long-term business relationships, not just one-time filings.
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
What the public record already supports
LinkedIn, Chamber, and Community Impact signals point in the same direction: McIlvain is an established firm with roots dating to 1988 and a stronger operating story than a generic local tax-prep page suggests.
The leadership transition from founder Sandy McIlvain to managing partners Kelli Hoffman and Tasha Whiddon gives the firm a useful continuity story: long-term trust, then modernized leadership in a purpose-built Southlake office.
Instead of separate bookkeeping, payroll, tax, and reporting conversations, owners get a steadier operating picture from one relationship.
Owners do not need another disconnected vendor.
They need clean books, timely tax thinking, and numbers they can use before a decision gets expensive.
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.
Visible team signals
Publicly available leadership and business-development signals make the firm feel real, established, and current.
Managing partner Kelli Hoffman
Managing Partner
Kelli Hoffman is one of the managing partners helping guide McIlvain’s work with Southlake business owners.
View LinkedIn profile →
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 →Janine Simonetti
Business Development Manager
Janine Simonetti supports business development and client relationships for the firm.
See whether the fit is right
If the business needs more than annual filing help, the right next step is a conversation about where finance is creating drag today.
Contact McIlvain