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Southlake
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Southlake
Showing 221 to 227 of 227 CPAs in Southlake, Texas
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Dudley Jordan
Certified Public Accountant
Verified Licensed
Location Southlake, Texas 76092
Dudley Jordan is a certified public accountant based in Southlake, Texas, with over 20 years of experience serving the tax and accounting needs of various businesses and individuals. He specializes in basic accounting services, tax compliance, and business tax services, catering to family-owned enterprises, entrepreneurs, and startups. His services include individual and business tax return preparation, as well as payroll processing and compliance, ensuring accurate and timely financial management for clients.
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Rosa Meagher
Certified Public Accountant
Verified Licensed
Location Southlake, Texas 76092
Rosa Meagher is a certified public accountant with over 15 years of experience, based in Southlake, Texas. She specializes in providing financial planning, individual tax services, and basic accounting services to family-owned enterprises, entrepreneurs, and startups. Meagher's expertise also extends to payroll processing and compliance, as well as retirement account tax reporting, helping businesses navigate complex tax regulations.
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Donna Scroggins
Certified Public Accountant
Verified Licensed
Location Southlake, Texas 76092
Based in Southlake, Texas, Donna Scroggins provides accounting services to individuals and families, as well as small and medium-sized businesses. With over x years of experience in basic accounting services, small business accounting, and financial planning, she offers specialized expertise in these areas. Her firm provides services such as retirement account tax reporting, payroll processing, and compliance, catering to the diverse needs of her clients.
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Mary Terry
Certified Public Accountant
Verified Licensed
Location Southlake, Texas 76092
Based in Southlake, Texas, Mary Terry is a certified public accountant with extensive experience providing accounting services to individuals and businesses. With over 15 years of experience in basic accounting services, individual tax services, and small business accounting, she specializes in helping clients navigate tax planning and consulting. Her expertise extends to tax reporting for retirement accounts, as well as various business structures including S-corps, partnerships, and LLCs.
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Lene Mcdonald
Certified Public Accountant
Verified Licensed
Location Southlake, Texas 76092
Lene Mcdonald is a certified public accountant based in Southlake, Texas, bringing over 15 years of experience in financial management. Her areas of specialization include basic accounting services, small business accounting, and tax compliance, with a focus on helping individuals and families, as well as various business structures, including S-Corps, partnerships, and LLCs. Her services also include bookkeeping and financial statement compilation, and she provides expert guidance on retirement account tax reporting to ensure optimal tax outcomes.
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Diana G. Hennessy
Certified Public Accountant
Verified Licensed
Location Southlake, Texas 76092
Diana G. Hennessy is a certified public accountant with extensive experience in serving various business structures, including S-Corps, partnerships, and LLCs, based in Southlake, Texas. With over 10 years of experience, Hennessy's expertise includes general accounting and advisory services, financial planning, and individual tax services, catering to family-owned enterprises and small businesses. Her services encompass payrolls processing and compliance, ensuring seamless financial management for clients across various industries.
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Carwin Y. Peterson
Certified Public Accountant
Verified Licensed
Location Southlake, Texas 76092
Carwin Y. Peterson is a certified public accountant based in Southlake, Texas, with over 15 years of experience in providing tax and accounting services to small and medium-sized businesses. His expertise includes tax return preparation, tax planning, and consulting for individual and corporate clients, as well as basic accounting services and tax compliance. With a focus on Various Business Structures such as S-Corps, Partnerships, and LLCs, Peterson helps clients navigate complex tax laws and regulations to minimize their tax liabilities and maximize their financial efficiency.

Texas's massive CPA market serves the nation's second-largest state with no income tax and extraordinarily diverse economy. The Texas State Board of Public Accountancy requires 150 semester hours for licensure. CPAs must complete 120 hours of continuing professional education every three years, including 4 hours of ethics and minimum technical requirements.

Key Tax Considerations: Texas has no state income tax and no corporate income tax, creating significant advantages for businesses and individuals. CPAs focus on federal tax compliance, sales and use tax, franchise tax (margin tax on gross receipts), and property tax (higher than many states to offset lack of income tax). The favorable tax climate attracts businesses from across the nation, creating opportunities in entity formation, business relocation advisory, and preserving tax advantages through residency planning. Multi-state taxation expertise is valuable as major companies maintain operations both in Texas and other states.

Industry Specializations: Energy (oil, gas, renewables), technology and software (Austin, Dallas), healthcare systems, real estate and construction, manufacturing, financial services, agriculture, logistics and distribution, aerospace, and hospitality are primary focus areas. Houston CPAs often specialize in energy industry accounting, Austin focuses on technology startups and venture capital, Dallas serves corporate headquarters and financial services, and San Antonio emphasizes military contracting and healthcare. The state's size and economic diversity create virtually every type of accounting opportunity imaginable.

For CPA Professionals: The Texas Society of CPAs serves one of the nation's largest professional communities across a vast state. Major markets include Houston (energy, healthcare, international trade), Dallas-Fort Worth (corporate headquarters, finance, technology), Austin (technology, government, startups), San Antonio (military, healthcare, tourism), and numerous secondary markets. Competition is strong in major metros but the continued population and business influx creates expanding opportunities. No income tax benefits practitioners as well as clients, and the diverse economy provides stable demand across business cycles. Lower cost of living than many states (especially compared to coastal markets) offers quality of life advantages, though major cities are becoming more expensive with growth.