Business Details
50+ Years
experience
Trusted Certified Public Accounting Services in Southlake, TX
Established in 1969, Milbern Ray has served the Dallas/Fort Worth area with professional accounting expertise for over five decades. Our firm, licensed by the Texas State Board of Public Accountancy, delivers personalized financial solutions to individuals and businesses across diverse industries. With a team of 15 CPAs and a commitment to maintaining AICPA peer review standards, we prioritize client relationships and tailored service.Our experience spans accounting systems setup, tax planning, auditing, and IRS representation, supported by a secure online portal for streamlined financial management. We pride ourselves on reliability, industry knowledge, and a legacy of trust built over 50 years of service.
Services
Accounting Services
Taxation Service
Auditing and Financial Reporting
Tax Issues
Online Portal Service
Management and Special Services
Payroll Services
Bookkeeping
IRS Representation
Details
- Year established: 1969
Highlights and features
- We have over 50 years of experience serving Dallas/Fort Worth with certified public accounting services.
- Our team includes 15 CPAs offering personalized financial solutions.
- We maintain AICPA peer review standards with no deficiencies reported since 2020.
- Our secure online portal enables efficient access to financial records and tax documents.
- We specialize in IRS representation and tax issue resolution for individuals and businesses.
Services
Accounting Services
We provide comprehensive accounting solutions from system setup to financial statement preparation. Our services include real-time payroll processing, sales tax reporting, and reconciliation of financial records. Businesses benefit from improved financial visibility and data-driven growth strategies tailored to their specific needs.
Taxation Service
Our tax experts handle federal and state return preparation for individuals and businesses. We offer year-round tax consultation to minimize liabilities and ensure compliance with evolving regulations. Clients receive personalized strategies for tax savings and timely filing to avoid penalties.
Auditing and Financial Reporting
We conduct thorough financial statement audits, reviews, and compilations meeting regulatory requirements. Our AICPA-compliant services ensure accurate disclosures for banks, insurers, and government agencies. Businesses gain credible financial reporting for decision-making and compliance purposes.
Online Portal Service
Clients access tax documents and financial records through our encrypted online portal. The platform supports QuickBooks file sharing and secure document exchange. This digital solution enhances efficiency while maintaining strict confidentiality and data protection standards.
IRS Representation
We represent clients in IRS audits and tax debt negotiations. Our CPAs work to resolve liens, levies, and payment plans while minimizing penalties. Proactive intervention helps prevent escalation of tax-related issues for individuals and businesses.
People
Ronald D. Ray
Partner
Partner with 30+ years of public accounting experience. Specializes in financial accounting and tax services for construction, medical, and real estate industries. Graduated from Texas Wesleyan University in 1981 and certified in 1984.
Kent A. Ray
Partner
Partner with expertise in taxation, accounting, and audit services. Focuses on construction, consulting, and professional services industries. Maintains relationships with financial institutions to assist business clients with capital acquisition since 1983.
Jason Ray
Partner
Partner providing comprehensive accounting solutions. Works closely with clients across multiple industries to develop tailored financial strategies. Actively involved in client advisory services and business growth planning.
Cris Ray
Partner
Partner offering specialized accounting and tax services. Focuses on delivering personalized solutions to businesses and individuals. Maintains expertise in regulatory compliance and financial reporting standards.
Colton Ray
Partner
Partner dedicated to providing accurate accounting and tax services. Works with diverse clients to ensure financial compliance and strategic growth. Actively engages in client education and financial planning.
Questions
What accounting services do you offer for small businesses?
We provide complete accounting services including system setup, financial reporting, payroll processing, and bookkeeping tailored to small business needs.
How can you help with tax preparation and IRS issues?
Our CPAs handle federal and state tax returns, tax planning, and IRS representation to resolve audits, liens, and payment plans efficiently.
Do you offer online access to financial documents?
Yes, our secure client portal allows 24/7 access to tax records, QuickBooks files, and financial documents with bank-level encryption.
What industries do your accountants specialize in?
We serve construction, healthcare, real estate, manufacturing, professional services, and medical industries with specialized financial expertise.
Are you available for in-person consultations?
We offer scheduled in-person meetings at our Southlake, TX office for personalized financial discussions and strategic planning.
