Business Details
47 Years
experience
Your Trusted Partner for Accounting & Tax Services in Mesquite, TX
Leake CPA has been family-owned and community-focused for over forty years, providing professional accounting and tax services to clients in the Dallas area. With three convenient locations in Mesquite, Richardson, and McKinney, we prioritize personalized service delivered through the latest accounting technologies. Our commitment to honesty, diligence, and client-centered communication ensures tailored solutions for individuals and businesses. Founded on the principle of treating others as we wish to be treated, we build long-term relationships through mutual trust and expertise.Our services span bookkeeping, tax planning, financial statement reviews, and business advisory, addressing diverse financial needs. We emphasize timely, considerate service while maintaining high standards of professionalism and ethical practice. As a second-generation firm, we continue our legacy of delivering absolute value through free consultations and dedicated client support.
Services
Business Consultation
Bookkeeping Services
Review and Compilation
Tax Preparation
QuickBooks Assistance
Details
- Year established: 1979
Highlights and features
- We offer over 40 years of family-owned accounting expertise in North Texas.
- Our personalized services prioritize timely, considerate client communication and professional courtesy.
- We utilize the latest accounting technologies for accurate, efficient financial solutions.
- Three convenient locations serve Mesquite, Richardson, and McKinney communities.
- We provide free, zero-obligation consultations to address client-specific needs.
Services
Business Consultation
Our business consultation services provide strategic guidance for companies at all stages, from startups to established entities. We analyze financial procedures, identify cost-saving opportunities, and implement efficiency improvements tailored to market changes and tax regulations. Clients benefit from objective analysis that enhances decision-making and long-term success through customized solutions addressing specific operational challenges.
Bookkeeping Services
We offer comprehensive bookkeeping solutions for startups and established businesses, ensuring accurate financial record-keeping and reporting. Our services include transaction recording, system setup, and ongoing support to maintain organized financial data. This enables business owners to focus on core operations while we handle day-to-day accounting complexities with precision and reliability.
Review and Compilation
Our financial statement services include review and compilation options based on client needs. Reviews provide limited assurance through analytical procedures, while compilations offer internally focused financial reporting without assurance. Both services ensure data integrity and regulatory compliance, supporting informed business decisions with professionally prepared financial documentation tailored to stakeholder requirements.
Tax Preparation
We deliver comprehensive tax preparation and planning services designed to minimize liabilities while maximizing cash flow. Our expertise in current tax laws enables strategic planning for individuals and businesses, optimizing financial opportunities through thorough analysis of receipts, bills, and regulatory changes to ensure compliance and financial efficiency.
QuickBooks Assistance
Our QuickBooks specialists help clients maximize accounting software effectiveness through proper setup, training, and ongoing support. We ensure accurate financial reporting by optimizing software configuration for specific business needs, transforming raw data into actionable insights through customized reports and efficient system utilization for improved financial management.
People
Andy Leake
CPA
Andy Leake, CPA, graduated from the University of North Texas in 2005 and became a licensed CPA in 2010. He specializes in solving tax and accounting challenges while maintaining active community involvement through church leadership and local organizations. A dedicated family man, he balances professional excellence with personal engagement in Mesquite's civic and religious communities.
Questions
What accounting services do you offer for small businesses?
We provide bookkeeping, financial statement preparation, business advisory, and tax planning services tailored to small business needs.
Do you offer free initial consultations?
Yes, we provide free, no-obligation consultations to assess your specific accounting and tax requirements.
How can you help with tax planning?
Our tax planning services identify legal strategies to minimize liabilities while optimizing cash flow based on current tax regulations.
Are you available for QuickBooks software support?
Yes, we offer comprehensive QuickBooks assistance including setup, training, and optimization for business accounting needs.
What locations do you serve?
We serve clients in Mesquite, Richardson, McKinney, and throughout the Dallas metropolitan area from our three office locations.
How does your firm maintain client confidentiality?
We adhere to strict professional standards and employ secure digital systems to protect all client financial information and documentation.
