About
A Long-Standing CPA Firm With a Broader Operating Lens
Public sources point to a firm built for long-term business relationships, not just one-time filings.
What the Public Record Shows
LinkedIn, Chamber, and Community Impact signals all 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: established trust, then modernized leadership in a purpose-built Southlake office.
Visible Team Signals
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.
See whether the fit is right
If you need more than annual filing help, the next step is a conversation about where finance is slowing the business down.
Contact McIlvain