Top 11 Best Accounting Firms in Dallas, TX | 2017 Ranking | Top Dallas Accountants

2017 RANKING & REVIEWS
TOP ACCOUNTING FIRMS IN DALLAS

Finding the Top Accounting Firms in Dallas, Texas

While living in the Dallas, Texas area has many advantages, finding an honest and reputable accounting firm in Dallas can be challenging. There are thousands of accounting firms and CPAs in Dallas, all eager to get your business.

However, before you choose a Dallas CPA, there are a few important questions that should be answered.

What kinds of services do CPA firms in Dallas offer? How do these accounting firms in Dallas set their fees? What kinds of clients do they serve?

These are all important factors to consider, and the answers should be a valuable part of the process as you decide which Dallas accounting firm may be best for you.

Yet, who has the time to pour through seemingly endless information offered by thousands of accounting firms in Dallas?

Luckily, we have conducted thorough research on the top accounting firms in Dallas, Texas, so you don’t have to.

As you read on, you’ll discover how AdvisoryHQ has developed a top-down selection methodology to pin down the best Dallas CPAs and accountants in the area.

We’ve made our selections carefully and have compiled them all here in our review of the top 11 best accounting firms in and around Dallas, Texas.

Examining the top CPA firms in Dallas on our list will make it easier for you to choose the Dallas accounting firm that best suits your business or personal accounting needs.

Award Emblem: Top 11 Best Accounting Firms in Dallas, Texas

AdvisoryHQ’s List of the Top 11 Best Accounting Firms in Dallas, Texas

List is sorted alphabetically (click any of the firm names below to go directly to the detailed review section for that firm)

Beaird Harris & Co.
Candy & Schonwald PLLC
Goldin Peiser & Peiser, LLP (GP&P)
Hein & Associates, LLP
Huselton, Morgan, & Maultsby (HM&M)
Lane Gorman Trubitt, LLC (LGT)
McKinnon Patten
Salmon Sims Thomas
Saville, Dodgen & Company, LLC.
Smith, Jackson, Boyer & Bovard (SJBB)
Whitley Penn, LLP

Click here for 2016’s ranking of Top 11 Best Accounting Firms in Dallas

Top 11 Best Accounting Firms in Dallas, Texas | Brief Comparison & Ranking

Firm	Highlighted Features
Beaird Harris	Focus on healthcare professionals
Candy & Schonwald PLLC	Diverse staff of accounting professionals
Goldin Peiser & Peiser, LLP	High client satisfaction ratings
Hein & Associates LLP	Specialized tax & advisory services for businesses
Huselton, Morgan & Maultsby	Comprehensive accounting packages
Lane Gorman Trubitt, LLC	Strong set of company principles
McKinnon Patten	Expert business consulting services
Salmon Sims Thomas	Strong emphasis on core values
Saville, Dodgen & Company, LLC.	Community outreach & professional affiliations
Smith, Jackson, Boyer & Bovard	Business-specific tools & services
Whitley Penn LLP	Focused industry specialization

Table: Top 11 Best Dallas Accounting Firms | Above list is sorted alphabetically

AdvisoryHQ’s Selection Methodology

What methodology does AdvisoryHQ use in selecting and finalizing the credit cards, financial products, firms, services, and products that are ranked on its various top-rated lists?

Please click here “AdvisoryHQ’s Ranking Methodologies” for a detailed review of AdvisoryHQ’s selection methodologies for ranking top-rated credit cards, financial accounts, firms, products, and services.

Detailed Review – Top Ranking Accounting Firms in Dallas, Texas

Below, please find a detailed review of each firm on our list of the top accounting firms in Dallas, Texas. We have highlighted some of the factors that allowed these Dallas accounting firms to score so highly in our selection ranking.

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Beaird Harris & Co. Review

Founded in 1988 by Pat Beaird and Don Harris, Beaird Harris & Co. is a Certified Public Accounting (CPA) firm located in Dallas, Texas.

They offer tax, accounting, and consulting services to high net-worth individuals, families, business owners, and healthcare professionals across Northern Texas.

In addition to their Dallas CPA firm, the company began operating Beaird Harris Wealth Management, Inc., a fee-only wealth management firm, in response to their clients’ overwhelming need for quality, unbiased investment advice.

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Key Factors That Enabled This Firm to Rank as a Top 2017 Accounting Firm in Dallas

The following is a listing of key factors that allowed Beaird Harris & Co. to rank as one of 2017’s top 11 accounting firms in Dallas, Texas.

The Industry Advantage

Extending services to a variety of high net-worth clients allows BH & Co. to better understand the unique needs of the people they serve.

Let’s take a brief look at just some of those who may best benefit from services offered through BH & Co.:

Foundations
Consultants
Attorneys
Entrepreneurs
Sales executors
Airline pilots
Foundations
Retirees
University professors
Estates & trusts
Business owners
Construction Industry
Restaurant franchises
Information technologists
Healthcare professionals
Real estate professionals

Tax Advantaged Services

Taxes are one of those things that can feel, to put it lightly, daunting. BH & Co. understands apprehension towards taxes, and they come prepared with decades of experience in handling all types of tax and accounting issues.

This Dallas CPA combine innovation with trusted services in order to build a strong and successful relationship with each client.

When it comes to tax, estate, and compliance planning, BH & Co. is expertly poised to handle the following topics:

Federal and state tax preparation
Trust & estate tax returns
Gift tax returns
Non-profit returns
Sales tax returns
Excise tax returns
Tax planning
IRS representation
Resolution of IRS notices

A Healthcare Advantage

BH & Co. specializes in meeting the prestigious demands of those in the healthcare field. From tax and accounting to consulting services, this Dallas accounting firm works with practices large and small.

A sampling of healthcare clients includes:

Endodontists
General, plastic, and oral surgeons
OBGYNs
Orthodontists
Dentists
Physicians
Urgent care facilities
Surgery centers
Hospitals
Medical groups
Emergency medicine
Management service organizations

When it comes to tax planning, compliance, and accounting services, BH & Co. is well versed in today’s regulatory requirements facing healthcare professionals.

They know how to handle complex tax laws and the ever-changing costs these requirements represent.

In addition to standard tax and accounting services, healthcare professionals who use BH & CO. can utilize services that are specifically formed to benefit their industry:

Retirement plan services
New Doctor program
Family office services
Financial planning
Investment management
Business consulting

Tools to Learn and Grow By

Knowledge is a powerful tool that can help you and your accountant stay on top of your finances and make excellent decisions when it comes to protecting what you’ve worked so hard for.

BH & Co. offers an array of tax and financial tools, links, and information to both clients and non-clients alike.

Anyone interested can take advantage of these free resources to gain a better understanding of their finances, solidifying their position amongst the top accounting firms in Dallas.

Candy & Schonwald PLLC Review

A leading Dallas CPA firm since 1976, Candy & Schonwald PLLC provides outstanding service through their dedication to professionalism, responsiveness, and quality.

With a high reputation, strong principles, and community interaction, Candy & Schonwald is one of the top accounting firms in Dallas.

Key Factors That Enabled This Firm to Rank as a Top 2017 Accounting Firm in Dallas

The following is a list of the major points that allowed Candy & Schonwald PLLC to rank as one of 2017’s top 11 accounting firms in Dallas, Texas.

Strong Value System

Candy & Schonwald PLLC bases all of their actions on a set of three core principles. These include:

Professionalism: The firm keeps consistently high standards, enhanced service, and specialized staff to create a strong sense of professionalism
Responsiveness: This Dallas CPA firm prides itself on responding quickly & efficiently to all queries, providing top-notch advisement in a timely fashion
Quality: The firm maintains high standards of education & expertise to provide the highest-quality accounting services

Comprehensive Business Services

Businesses looking for CPAs in Dallas will be pleased to see the array of accounting services offered through Candy & Schonwald PLLC. With a keen focus on providing valuable services for businesses, this accounting firm in Dallas is a great resource for small and large businesses alike.

Accounting services for businesses include:

Small business accounting
Payroll
Part-time CFO services
Audits, reviews, & compilations
Business valuation
Succession planning
New business formation

QuickBooks Services

While other Dallas accounting firms offer assistance with using QuickBooks, Candy & Schonwald LLC goes above and beyond to ensure that their clients have all the support they need when using tax software.

Not only will Candy & Schonwald LLC install and set up QuickBooks for you, but they also provide the following services:

One-on-one QuickBooks training
Tips & tricks to efficienctly use the software
QuickBooks Tuneup preparation for taxes or financial review by a QuickBooks professional
2 GB of online backup free for 3 years
20% savings on QuickBooks software

Diverse Accounting Team

When it comes to evaluating the best CPA firms in Dallas, it’s important to look at the professional staff that each Dallas CPA firm employs.

For Candy & Schonwald LLC, employing array accounting professionals is an integral part of their business plan.

The accounting staff is composed of CPAs, tax professionals, accountants, and bookkeeping staff. Out of 19 team members, 14 are women, solidfying Candy & Schonwald’s dedication to diversity and inclusion.

Goldin Peiser & Peiser, LLP Review

Located right in Dallas, Texas, Goldin Peiser & Peiser, LLP was founded in 1994 by 3 founding partners.

Since then, this Dallas CPA firm has grown steadily to over 50 team members and 9 partners, offering cutting-edge accounting, tax, and advisory solutions to personal and business finance clients.

Additionally, GP&P has been named the 20th largest CPA firm in North Texas by the Dallas Business Journal.

Key Factors That Enabled This Firm to Rank as a Top 2017 Accounting Firm in Dallas

The following is a list of the major points that allowed Goldin Peiser & Peiser, LLP to rank as one of 2017’s top 11 accounting firms in Dallas, Texas.

The Industry Advantage

GP&P prides themselves on building a practice based on industry focus. Each area of specialization is managed by a team of experts in that field who understand the nuances your particular business faces.

As a strategic partner, this Dallas accounting firm can help your business thrive. The following is a list of industry specialities at GP&P:

Real estate/construction services
Medical services
Dental services
Manufacturing and distribution services
Oil and gas services

An Overview of Services

In an effort to maintain the best interest of their clients at all times, GP&P takes a holistic approach that evaluates all aspects of your business.

When the picture is seen as a whole, a more logical strategy can then be applied to boost financial success with the following services:

Employee benefit plan audit (EBP)
Accounting/financial services
Business valuation services
Transfer pricing
Tax services
CFO advisory services
State and local tax (SALT) services
Wealth management
Audit and assurance services
Fraud prevention, investigation, and litigation support services
IRS help: representation and defense

A Diversely Effective Team

As we mentioned, GP&P has grown to over 50 team members working hard for their clients, and a leading group of nine firm partners.

A variety of principals, directors, managers, senior associates, and other staff members gives the firm a world-class advantage when it comes to serving diverse needs and offering insightful, team-oriented strategies to objectively help clients reach their goals.

High Client Satisfaction

Becoming a top accounting firm in Dallas cannot happen without satisfied clients, and GP&P has certainly set a high standard for client satisfaction.

A recent survey found that 97% of surveyed clients would recommend GP&P to friends and colleagues.

GP&P scored 100% on the following client satisfaction survey points:

Courtesy & professionalism
Technical expertise & timeliness
Accountant accessibility
High-quality results

In total, 100% of clients surveyed indicated a high level of satisfaction with the Dallas CPA firm, awarding GP&P with impressively high ratings.

Independently Invested

As an independent member of the BDO Alliance USA–a nationwide network of independently owned accounting, consulting, and service firms–GP&P onboards necessary tools and research for their clients.

These tools include the following:

Enhanced client services
Expanded domestic and international reach
Greater technical knowledge
Professional experience in a wide range of industry settings
Access to leading technical information
Inclusion in state-of-the-art computer systems
Key contacts and sophisticated professionals

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Hein & Associates, LLP Review

For more than 30 years, Hein & Associates, LLP has been serving both private and public companies through their four office locations in Denver, Dallas, Houston, and Orange County, Texas.

Clients fall into a wide-range of categories and receive the same high level of tax, audit, and advisory service whether they are small, mid-sized, large, national, or global entities.

Key Factors That Enabled This Firm to Rank as a Top 2017 Accounting Firm in Dallas

Read on for a listing of essential factors that enabled Hein & Associates, LLP to rank as one of 2017’s top 11 accounting firms in Dallas, Texas.

The Industry Advantage

Hein & Associates’ long-standing presence in the oil and gas industry has earned them a superior reputation. This Dallas accountant has also cultivated a strong presence when facing a multitude of issues with manufacturing and distribution companies.

No matter what lies ahead, the team at Hein & Associates has the expertise and industry knowledge needed to serve clients in the following sectors:

Energy
Technology
Real estate and construction
Private equity
Manufacturing and distribution

Audit and Assurance Services

Hein & Associates offers reliable audit and assurance services that can be an essential part of a company’s credibility. This Dallas accounting firm offers independent verification and reliable information in some of the following areas:

Historical or anticipated performance
Internal control systems and processes
Break-even analysis
Non-financial performance or condition information
Behavior information
Reporting on financial forecasts and projections
Compliance attestation
Service organization reports (SSAE 16/SAS 70)
Agreed-upon procedures engagements

Tax Efficient Services

Minimizing taxes and creating simplicity in a complicated environment are just an example of Hein & Associates’ approach to efficient tax strategies.

This Dallas CPA firm is committed to digging deeper and addressing cross-border issues that can negatively impact a business. Specialized tax services include, but are not limited to:

Tax implications of internal transactions
Tax nuances of a particular business
Tax impacts of locating in another state
Individual tax situation review and planning
Family business planning succession

Advisory Services for Your Business

Hein & Associates’ business advisory professionals are leaders in their field. Comprehensive business solutions serve to enhance a company’s growth, position them more favorably in the market, and ultimately, render more profitability.

All this and more can be achieved through a guided approach that encompasses one or more of the following business advisory services:

Internal audits
Cloud solutions
Adaptive insights implementation
Joint venture audits
Internal control assessment/SOX 404
Valuation services
Cyber risk
Transaction advisory services
Service organization control (SOC) reports/SSAE 16

Outsourced Accounting Services

A customized approach is offered to companies big and small, foreign and domestic, with an integrated focus on people and technology.

Alongside their affiliated partnership with Prime Global offices, clients can take advantage of the following outsourcing services:

Part-time and temporary controllership
Recurring bookkeeping, payroll, and tax preparation services
Tax planning & compliance support
Consultation on accounting policies & procedures
QuickBooks training for current employees
Preparation of financial reports

Huselton, Morgan, & Maultsby, LLP Review

Huselton, Morgan, & Maultsby, LLP (HM&M) is a group of certified public accountants offering tax, audit, accounting, and consulting services.

Their offices are strategically located in Dallas and Fort Worth, Texas in order to reach a substantial variety of clients in this metropolitan area.

HM&M was established in 1978 and has recently been named the 18th largest accounting firm in the Dallas/Fort Worth area by the Dallas Business Journal.

Key Factors That Enabled This Firm to Rank as a Top 2017 Accounting Firm in Dallas

The following is a key list of factors that allowed Huselton, Morgan, & Maultsby, LLP to be ranked as one of 2017’s top 11 accounting firms in Dallas, Texas.

Driven by Core Values

At HM&M, they are proud of a lot of things, including their staff, their dedication, and their professional drive. These are things that are taken into account on a daily basis.

The driving force of these Dallas CPAs comes from their core values, which include:

Professionalism
Responsiveness
Integrity
Mutual respect
Quality work

Comprehensive Audit Solutions

A wealth of experience in a variety of industries allows HM&M to offer strategic audit and tax services to a wide array of businesses.

From basic tax preparation, accounting and outsourced CFOs, and sophisticated tax strategies, over 35 years of professional industry experience has prepared HM&M for a wealth of accounting challenges.

Here’s a look at some of the main industry sectors served by the firm:

Healthcare
Oil and gas
Construction
Real estate
ERISA
Individuals and families
Not-for-profit organizations
Retail companies
Manufacturing

An Overview of Tax Services

The complex nature of taxes can sometimes be a great challenge, especially during times of change or transition.

HM&M understands tax laws and regulations and how they may apply to a client’s specific situation. With a focus on minimizing taxes, this accounting firm in Dallas offers the following tax services:

Tax planning
International taxation
Sales tax services
Federal and state tax controversy representation
Estate and gift planning
Business entity selection
Tax preparation

Accounting at a Glance

HM&M can offer clients a comprehensive accounting “package” that will hone in a specific client’s business and allow for seamless, flexible, and reliable financial reporting and accounting.

This CPA in Dallas achieves these coveted results through some of the following services:

Financial statements
Cash flow and budgeting analysis
Accounting services
Bookkeeping/write-up
Financial forecasts and projections
Payroll services
Compilation

Lane Gorman Trubitt, LLC (LGT) Review

As one of the largest Dallas accounting firms, Lane Gorman Trubitt, LLC (LGT) offers comprehensive accounting, auditing, consulting, and taxation services.

Founded in 1950, LGT remains dedicated to serving a broad range of clients, from individuals to businesses across a range of various industries.

Key Factors That Enabled This Firm to Rank as a Top 2017 Accounting Firm in Dallas

Listed below are the contributing factors which enabled Lane Gorman Trubitt, LLC to be chosen as one of 2017’s top 11 accounting firms in Dallas, Texas.

Strong Company Philosophy

As one of the top Dallas accounting firms, LGT adheres to a core set of principles, providing guidance for each and every client.

With a keen focus on quality, growth, innovation, and valuable service, their strong company philosophy has propelled LGT into the top-performing CPA firms in Dallas.

Their company philosophy includes:

To provide services in a timely & effective manner
To provide innovative & creative services
To focus on quality, integrity, & reliability
To provide team members with life-long learning, enabling firm members to reach the highest levels of competence
To be a respected community & industry partner

Personalized Consultation

Rather than treat each client as a number, LGT stresses the importance of getting to know each client on a deeper level through personalized interaction.

This allows for this Dallas accounting firm to identify and provide top-quality services that are aligned to help you reach your business goals.

By taking the time to listen to the unique needs and goals of their clients, LGT is able to ensure that each client is set up for success, making them a top Dallas CPA firm.

Diverse Range of Services

The accounting professionals at LGT are ready to provide a variety of different services, making this Dallas CPA office into a valuable resource for businesses and individuals alike.

These services include:

Accounting & consulting
Assurance
Estate, gift, & trust
International tax
Financial advisors
Retirement planning
Taxation
State & local tax

Licensing & Professional Associations

As one of the best accounting firms in Dallas, LGT comes with an impressive set of credentials. These associations & licensing gives LGT the following professional advantages:

Leading Edge Alliance: Provides international access to 220 firms across 106 countries
Texas State Board of Public Accountancy: Certifies that all standards & practices are up-to-date
AICPA: Adheres to rigorous educational requirements & high professional standards

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McKinnon Patten Review

Located in Northern Dallas, Texas, McKinnon Patten is a Dallas CPA firm focused on excellent service backed by an honest, client-centered team.

They offer strategic financial solutions, full-service accounting services, and business consulting on various levels. Services are tailored for both local businesses and individuals with varied tax and accounting needs.

Key Factors That Enabled This Firm to Rank as a Top 2017 Accounting Firm in Dallas

Listed below are the contributing factors which enabled McKinnon Patten to be chosen as one of 2017’s top 11 accounting firms in Dallas, Texas.

The Industry Advantage

McKinnon Patten serves a variety of industries and has been doing so for over 40 years.

Their financial expertise allows them to apply proven strategies to businesses ranging from small, family-owned stores to large, industry-leading corporations.

The following is an overview of industry sectors in which McKinnon Patten specializes:

Oil and gas
Agribusiness/farms
Entrepreneurial businesses
High net-worth individuals
Real estate
Private equity and investment partnerships

Business Consulting at Its Finest

Through a hands-on approach, McKinnon Patten begins with you–the most important piece of the puzzle. They know you understand your business better than anyone, and they work tirelessly to ensure that they understand your business as well.

Only then can they make appropriate recommendations and offer insights into your company that can help your business thrive in a tough market. Business consulting services include:

Litigation support and expert witness
Business valuation
Fraud and forensic services
Mergers and acquisitions
Succession and shareholder planning

Audit and Assurance Expertise

Audit and assurance services through McKinnon Patten go way beyond basic documentation and numbers.

With a wide-range of services tailored to your specific needs, this Dallas accountant guarantees objective insight, analysis of your business, and an optimization plan to improve internal controls.

Request a Consultation

If McKinnon Patten sounds like an accounting firm in Dallas that may fit your financial needs, you can contact them free of charge for a consultation.

This can be done through email or by phone and is an excellent way to get answers to any questions that may be standing between you and a successful financial future.

Whether your needs are great or small, this CPA in Dallas has an array of tax minimizing strategies ready and waiting.

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Salmon Sims Thomas Review

Serving privately held businesses and individual clients, Salmon Sims Thomas (SST) has built a 25-year reputation of client-centered service excellence.

Their offices are located in both Darlington and Dallas, Texas, through which they offer tax, audit, and business advisory solutions.

Additionally, SST is a founding member of INTEGRA International, a global association of independent firms. This alliance allows them professional reach to over 90 independent organizations.

Key Factors That Enabled This Firm to Rank as a Top 2017 Accounting Firm in Dallas

Listed below are the factors that enabled Salmon Sims Thomas to rank as one of 2017’s top 11 accounting firms in Dallas, Texas.

Specializing Their Craft

SST serves a wide range of clients, and not all may fall into the categories listed below.

However, led by expert partners and managers, the industry specializations created by this accounting firm in Dallas allow for a holistic approach and exclusive insight into delicate matters that affect these industries the most.

The industries that SST focuses on include:

Family-owned businesses
Career schools and colleges
Non-profit organizations
Employee benefit plan audits

Comprehensive Client Solutions

SST prides themselves on successfully fostering relationships with clients, some of which have lasted more than 20 years.

Their team of Dallas CPAs is prepared to offer expert knowledge and unmatched support in the following service areas:

Tax services
Audit and attest services
CFO/Controller
Business advisory services
Peer review services
Estate and retirement planning
Cloudkeeping outsourced solutions
Retirement and estate planning

A Skillful Tax Approach

Tax services from SST offer the reach of a massive organization while maintaining the sensibility of a small Dallas accounting firm. This balance serves clients well and allows for a personal approach without limits.

Expert tax services available through SST include:

Tax planning
Tax controversy
Preparation of tax returns
Representation before the IRS
Tax projections
Transaction planning
Tax compliance reviews
Estate and retirement planning

Mission and Core Values

The success of their clients is a top value for SST. To ensure that all avenues are open in taking a strategy from the planning stage to reality, this accounting firm in Dallas has outlined the following core values:

Integrity and honesty
Continuous improvement
Long-term perspective
Teamwork and relationships
Service to others before self

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Saville, Dodgen & Company, LLC. Review

Saville, Dodgen, & Company is an accounting firm in Dallas, built upon a sincere belief in faith and values.

Since 1965, Saville has been working to help clients maximize their bottom line, whether they are small entrepreneurs or large, global corporations.

Key Factors That Enabled This Firm to Rank as a Top 2017 Accounting Firm in Dallas

Below we have listed qualifying factors that allowed Saville, Dodgen & Company, LLC to rank as one of 2017’s top 11 accounting firms in Dallas, Texas.

Adapting to Market Needs

Saville boasts both depth and breadth in their everyday services. The team of Dallas CPAs has withstood the test of time, and along the way, they’ve garnered immeasurable expertise when it comes to serving the needs of specialized clients.

As such, they’ve honed their practice to not only meet but exceed these needs and serve the following markets:

Manufacturing and distribution
Construction
Law
Real estate
Oil and gas
International
Professional sports
Non-profit organization

Quality Service, Quality People

An organization is only as strong as the members within it. Without a knowledgeable and professional team of CPAs in Dallas, it would be impossible to build successful, trust-filled relationships.

Delivering the highest quality in an ever-changing market is also important to Saville, and they proudly offer the following services:

Business advisory
Assurance
Estate and gift planning
Tax compliance
Information technology
Tax planning and advisory
Outsourced accounting
Retirement plan administration
Professional services

Affiliations and Acknowledgements

Through the years, the work of Saville has certainly not gone unnoticed.

They have earned praise for their strategic service developments and formed important partnerships with affiliated companies to further their professional reach.

Here’s a look at what this Dallas accountant has been recognized for:

Top 300 Accounting Firms in the Nation — Inside Public Accounting
Top 25 Accounting Firms in Dallas/Fort Worth, past 8 years – Dallas Business Journal
Best Accounting Firm to Work For, 2011, Accounting Today
Affiliate of Allinial Global, a global network of 100 independent accounting firms spanning across 13 countries

Giving Back to the Community

Saville strongly believes that giving back to the community is the right thing to do. Each year, the Dallas CPA firm takes on two community causes, and together with their staff, they work hard to make a difference.

Below is a sampling of causes Saville has been involved with over the years:

Buckner’s Children’s Home
Nexus Recovery Center
Susan G. Komen
Need Him Ministries
Boy Scouts of America
North Texas Food Bank

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Smith, Jackson, Boyer & Bovard (SJBB)

With a diverse array of Certified Public Accountants and Advisors, Smith, Jackson, Boyer & Bovard (SJBB) is a full-service accounting firm in Dallas.

Rather than simply record financial history, the CPAs and advisors at SJBB strive to work alongside their clients to create dynamic and fulfilling financial futures.

Key Factors That Enabled This Firm to Rank as a Top 2017 Accounting Firm in Dallas

Listed below are key factors that made it possible for Smith, Jackson, Boyer & Bovard to rate as one of 2017’s top 11 accounting firms in Dallas, Texas.

Mission Statement

At SJBB, their primary goal is to ensure that their clients experience financial success in the present and the future. Their mission statement outlines their methods to help each client reach financial success:

Future-oriented strategic future planning
Solution-directed thinking & competence
Proactive business & personal finances

Each aspect of this mission statement is fulfilled with the highest standards of excellence and professionalism.

Wide Range of Services

As a top CPA in Dallas, SJBB offers an extensive range of services to accommodate businesses and individuals from a variety of sectors. These services include:

Tax management
Assurance & advisory
Estate & trust planning
Litigation support & forensic accounting
International taxation
IRS representation
Debt & finance advising
Financial & retirement planning

Business-Specific Services

Businesses that are looking for a Dallas CPA will particularly benefit from the following business-oriented services:

Payroll
Business valuation
Audits, reviews, & compilation
Mergers, acquisitions, & sales
Employee benefits, pension, & profit-sharing plans
QuickBooks accounting assistance
Entity selection & restructuring

Educational Resources

Navigating through your finances can certainly be frustrating if you don’t have the proper information.

To solve this knowledge gap, SJBB offers comprehensive tax tools & financial guides, helping clients make educated financial decisions.

Their Tax Tools include tax tips, rates, due dates, financial tools, retention guide, and various IRS forms.

Included in the Financial Guides are answers to common questions within banking, business, financial, insurance, life events, and tax categories.

Whitley Penn, LLP Review

Established in 1983, Whitley Penn, LLP offers many services such as audit, tax, litigation, risk advisory, and financial services.

These services are available through four easily accessible locations throughout Texas including Dallas, Houston, Fort Worth, and Austin.

Key Factors That Enabled This Firm to Rank as a Top 2017 Accounting Firm in Dallas

Next is a list of key factors that made it possible for Whitley Penn, LLP to rate as one of 2017’s top 11 accounting firms in Dallas, Texas.

Focused Industry Specialization

Whitley Penn’s experienced staff of Dallas accountants offers unparalleled industry specialization and a hands-on ethic which narrows a broad focus down to a small niche sector.

This enables the team to stand by clients in a variety of industries, mitigating challenges as they come. Industries served by these CPAs in Dallas include:

Public sector
Energy
Estate planning
Employee benefit plans
Professional services
Technology
Non-profit
Family office & owned business
Financial services
Healthcare
Retail, restaurants, and entertainment
Manufacturing and distribution
Real estate and construction
Veterinary medicine

Beyond Tradition

Whitley Penn offers traditional services such as corporate tax, audit work, and accounting. However, they know many clients just need more.

To meet this demand, they have curated the following list of in-depth services:

Business appraisals
Business advisory services
Litigation and forensic services
Business valuation
Tax and consulting
Virtual back office
Financial advisement
Risk advisory services

Whitley Penn Financial

In 2000, Whitley Penn expanded their practice and created Whitley Penn Financial, LLP, to offer a whole new set of financial advisory services to clients.

This new expansion allows for more comprehensive tools for clients to accumulate, grow, and preserve their wealth.

If you are interested in advanced financial management, the following is an overview of services offered by this Dallas CPA firm:

Retirement planning
Asset management
Qualified retirement plans
Estate planning
Insurance services

An Affiliated Firm

Whitley Penn is a proud affiliate of Nexia International, a leading worldwide network of independent accounting and consulting firms. Through this elite partnership, they work together to offer:

Local expertise with access to a global network
Seamless services
A cost-effective approach
Consistent quality and the highest standards
A proven track record

Conclusion – Top 11 Accounting Firms in Dallas, Texas

Now that you’ve had the opportunity to take a deeper look into some of the best accounting firms in Dallas, we hope that you have gained some direction towards the best Dallas CPA for your financial needs.

With a total of 11 top accounting firms in Dallas to choose from, there will undoubtedly be a great Dallas accountant to organize your business or personal finances.

For the next step, we recommend taking a close inventory of your personal needs.

Consider whether you need business-oriented accounting services or personal accounting services. Additionally, define whether your needs are basic, or focused towards accounting, taxation, or bookkeeping.

It’s worthwhile to also consider whether your financial needs cross over into a more complex world of litigation, business advisement, or international taxation.

By assessing your needs, you can more accurately match those needs with an accounting firm in Dallas that is perfectly suited to take on your specific challenges.

Lastly, stand confident. As you move into a new stage of financial management, rest assured that finding the best accounting firms in Dallas is the perfect place to start.

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