Business Details
24 Years
experience
Expert Accounting & Financial Services in Carrollton
We are a family-owned and operated accounting and financial services firm dedicated to creating familial relationships with our clients. Our goal is to make your life easier by providing peace of mind through integrity and professionalism. With over 30 years of combined experience, we specialize in accounting, tax planning, and financial services for individuals and businesses. Paul Pearce, a Certified Public Accountant since 1994 and licensed financial services representative since 1998, founded the practice in 2002 after a successful banking career. Our team includes Adam Pearce, certified in 2010, and Shiloh Pearce.We serve Texas and Oklahoma, offering personalized solutions for asset management, retirement planning, and business consulting. As graduates of Oklahoma State University and holders of advanced degrees, we combine academic excellence with real-world expertise. Our affiliations include the American Institute of Certified Public Accountants and state societies. We work closely with clients to navigate complex financial landscapes, from tax preparation to wealth accumulation strategies. Our mission remains helping clients achieve financial security through tailored guidance and comprehensive services.
Services
Tax Planning and Preparation
QuickBooks Services
Asset Management
Business Consulting
Retirement Planning
College Planning
Cash Flow Budgeting
Inheritance Management
Disability Planning
Wealth Accumulation Strategies
Details
- Year established: 2002
Highlights and features
- 30+ years combined experience in accounting and financial services
- Certified QuickBooks Pro-Advisor with specialized software expertise
- Family-owned firm offering personalized client relationships
- Licensed to practice in both Texas and Oklahoma markets
- Comprehensive service offering from tax preparation to wealth management
Associations and certifications
- American Institute of Certified Public Accountants
- Texas Society of Certified Public Accountants
- Oklahoma Society of Certified Public Accountants
Services
Tax Planning and Preparation
Comprehensive tax planning and preparation for individuals and businesses. Our services cover corporate tax filings, partnership returns, personal income tax, and inheritance tax strategies. We help clients optimize deductions and credits while ensuring compliance with IRS regulations.
QuickBooks Services
Certified QuickBooks Pro-Advisor services including software setup, training, and ongoing support. We help businesses streamline financial operations through customized QuickBooks solutions, offering discounts on software purchases and integration with merchant services.
Retirement Planning
Strategic retirement planning services covering investment strategies, income preservation, and wealth accumulation. We provide personalized roadmaps for both individuals and business owners to achieve long-term financial security through tax-efficient structures.
Business Consulting
Comprehensive business consulting for cash flow management, operational efficiency, and growth strategies. Our services include financial statement compilation, budgeting, and strategic planning to help businesses achieve their financial objectives.
College Planning
Specialized college planning services that combine tax-advantaged savings strategies with financial management. We help families create structured approaches to fund education expenses while maintaining overall financial stability and tax efficiency.
People
Paul Pearce
Founder & Certified Public Accountant
Certified CPA since 1994 with 23 years in community banking. Holds MBA from Oklahoma City University. Specializes in tax planning and business consulting.
Sherri Pearce
Co-Founder
Integral to practice management and client relationships. Brings extensive administrative experience from managing household and business operations during banking career.
Adam Pearce
Certified Public Accountant
Certified in 2010 after graduating from Oklahoma State University. Provides second-generation expertise in accounting and financial services to complement family practice.
Questions
What accounting services do you offer for small businesses?
We provide comprehensive business services including tax planning, cash flow budgeting, QuickBooks support, and management consulting tailored to small business needs.
Do you offer QuickBooks training and support?
Yes, as certified QuickBooks Pro-Advisors we offer software implementation, training, and ongoing support services with special pricing on software and related tools.
What areas do you serve?
We serve the Dallas-Fort Worth metroplex including Carrollton, Plano, Frisco, McKinney, and surrounding communities in Texas and Oklahoma.
What sets your firm apart from other accounting practices?
As a family-owned firm with 30+ years of combined experience, we combine personal service with technical expertise through three generations of practitioners.
Do you handle both personal and business tax preparation?
Yes, we specialize in both individual income tax and business tax planning, covering corporations, partnerships, and trusts with personalized strategies.
What financial planning services are available?
Our planning services include retirement preservation, college funding strategies, wealth accumulation, and inheritance management tailored to your financial goals.
