Business Details
40 Years
experience
Dallas CPA Services for Tax & Financial Success
Holly C Roundtree CPA has been providing personalized accounting and tax services to individuals and small businesses in the Dallas area since 1986. Our team of certified professionals specializes in tax preparation, financial planning, and advisory services, ensuring clients receive accurate and strategic financial guidance. With over three decades of experience, we prioritize client needs through transparent communication and tailored solutions. Our expertise spans estate planning, investment review, and accounting software implementation, helping clients maximize tax savings and long-term financial growth.As a locally owned firm, we combine deep industry knowledge with a commitment to community engagement, offering free initial consultations to new clients. Our services are designed to simplify complex financial matters while maintaining compliance with evolving tax regulations. Clients benefit from our proactive approach to identifying tax-saving opportunities and our dedication to delivering timely, reliable service. We serve as trusted advisors, guiding clients through all stages of financial decision-making with integrity and professionalism.
Services
Tax Preparation
Financial Planning
Bookkeeping
Estate Planning
Investment Review
Accounting Software
Payroll Services
Retirement Planning
Details
- Year established: 1986
Highlights and features
- We offer over 35 years of experience in Dallas tax and accounting services
- Our team provides personalized financial guidance tailored to individual needs
- We monitor tax law changes to maximize client savings
- Free initial consultation available for new clients
- Locally owned firm with deep community ties
Associations and certifications
- CPA
What people say
Quality work
On-time delivery
Straight-shooting CPA
Trusted advisor
Personalized service
Services
Tax Preparation
Our tax preparation service ensures accurate and timely filing of individual and business tax returns while identifying legal tax-saving opportunities. We stay current with changing tax laws to minimize liabilities and maximize refunds. Clients receive comprehensive support through audits and complex tax situations.
Financial Planning
We create customized financial plans addressing retirement goals, college savings, and investment strategies. Our approach considers current financial status, future objectives, and tax implications to build sustainable wealth. Regular reviews ensure plans adapt to changing life circumstances.
Bookkeeping
Our bookkeeping solutions maintain accurate financial records and generate actionable reports for business decision-making. We manage accounts payable/receivable, payroll processing, and cash flow tracking. Implementation of accounting software streamlines financial operations for small businesses.
Estate Planning
We develop comprehensive estate plans to protect assets and ensure proper distribution according to client wishes. Services include wills, trusts, and tax planning strategies to minimize estate tax burdens while preserving wealth for future generations.
Investment Review
Our investment review service evaluates existing portfolios for tax efficiency and growth potential. We collaborate with financial advisors to optimize investment structures and recommend adjustments aligned with long-term financial goals and risk tolerance levels.
People
Holly C Roundtree
Owner & Head CPA
Certified Public Accountant with 35+ years experience in Dallas. Graduated from Texas Tech University with BBA in Accounting. Specializes in small business tax strategy and financial planning. Active community mentor and accounting industry leader.
Questions
What accounting services do you offer for small businesses?
We provide bookkeeping, payroll processing, financial reporting, and accounting software implementation tailored to small business needs.
Do you offer free initial consultations?
Yes, we provide complimentary tax planning and accounting strategy sessions for new clients.
What areas do you serve?
We primarily serve Dallas, Texas and surrounding areas with local accounting expertise.
How do you stay current with tax law changes?
Our CPAs complete mandatory continuing education and monitor IRS updates to ensure compliance with current tax regulations.
What sets your firm apart from other CPAs?
We combine decades of experience with personalized service, offering tailored solutions rather than one-size-fits-all approaches.
Can you help with retirement planning?
Yes, we create customized retirement plans considering tax implications, investment strategies, and long-term financial goals.
