Business Details
15 Years
experience
Trusted Accounting and Tax Services in McKinney
David Kesel, CPA combines deep expertise with personalized attention to deliver comprehensive accounting, tax, and financial consulting services. With over two decades of experience serving individuals and businesses, we prioritize tailored solutions that align with clients' unique needs. Our team of certified professionals leverages industry-specific insights and cutting-edge technology to ensure accurate compliance and strategic tax planning.Recognized for responsiveness and integrity, we act as trusted advisors, helping clients navigate complex financial landscapes while maintaining transparency and ethical standards. Our commitment to continuous education ensures clients benefit from the latest regulatory knowledge and innovative financial strategies.
Services
Tax Services
Bookkeeping
Payroll
Consulting
IRS Representation
Details
- Year established: 2011
Highlights and features
- We have over 20 years of public accounting experience specializing in tax services.
- Our team provides close personal and professional attention to each client.
- We combine technical expertise with timely communication and responsiveness.
- Our firm offers consulting services for special client needs and tax planning.
- We are licensed to practice in Texas and Ohio with industry-specific knowledge.
Associations and certifications
- American Institute of Certified Public Accountants
- Dallas Chapter of the Texas Society of Certified Public Accountants
What people say
Experienced, professional CPA
Knowledgeable and excellent job
Proactively work with clients
Services
Tax Services
Comprehensive federal and state tax return preparation for individuals and businesses. Our experts handle complex filings including corporate taxes, estate returns, and international reporting requirements. We specialize in minimizing tax liabilities through strategic planning and compliance solutions tailored to each client's financial situation.
IRS Representation
Professional advocacy for tax disputes and debt resolution with the IRS. Services include installment agreements, offer-in-compromise proposals, and innocent spouse relief applications. Our certified specialists negotiate on clients' behalf to reduce penalties and prevent levies while ensuring compliance with federal regulations.
Payroll Services
Full-service payroll processing with tax withholding calculations and compliance reporting. We manage direct deposits, tax filings, W-2 preparation, and vacation accrual tracking. Our system ensures accurate and timely payroll processing while maintaining compliance with federal and state employment tax regulations.
Bookkeeping
Accurate general ledger maintenance and financial statement preparation. Services include monthly reconciliations, income statement creation, and balance sheet management. We utilize QuickBooks systems to maintain organized financial records for small businesses throughout their accounting cycles.
Consulting
Strategic business and tax consulting services for long-term financial planning. Expertise includes cash flow optimization, succession planning, and business valuation. We provide customized solutions for mergers, acquisitions, and complex financial decision-making processes to support clients' growth objectives.
People
David Kesel
Certified Public Accountant
20+ years of public accounting experience. Specializes in tax compliance and planning for businesses and high-net-worth individuals. Member of AICPA and Texas Society of CPAs. Former tax director at Grant Thornton LLP.
Stacy Alexander
Certified Public Accountant
Handles IRS representation cases, including offer-in-compromise negotiations and payment plans. Specializes in complex individual and business tax returns. Former director at KPMG. BBA in Accounting from Southwest Texas State University.
Doug Kesel
Certified Public Accountant
Focuses on corporate tax compliance and planning. Former senior tax manager at KPMG. Specializes in multinational company tax strategies. Provides strategic guidance on tax-efficient business structures and financial planning.
Heather Boone
Accounting/Bookkeeping
11 years of QuickBooks expertise. Manages bookkeeping services for small businesses. Provides personalized QuickBooks training. Has been with the firm since 2011. Specializes in cash flow management and financial statement preparation.
Sherry George
Accounting/Bookkeeping
Supports financial recordkeeping and reporting needs. Assist with general ledger maintenance and month-end closing processes. Provides administrative support for tax and accounting engagements. Experienced in QuickBooks system management.
Questions
What tax services do you offer for small businesses?
We provide tax return preparation, strategic tax planning, payroll tax compliance, and IRS representation for small businesses. Our services include quarterly estimated tax calculations and audit support.
Do you offer QuickBooks training and support?
Yes, we provide QuickBooks setup, one-on-one training, and system troubleshooting. Our experts help small businesses optimize their accounting processes using QuickBooks Desktop and Online platforms.
How can you help with IRS tax debt issues?
We offer installment agreements, offer-in-compromise proposals, and innocent spouse relief applications. Our team negotiates with the IRS to reduce penalties and prevent wage garnishments.
What are your office hours during tax season?
Monday-Friday 9:00 AM - 5:00 PM with Saturday availability from February 15 to April 15. Appointments available until 4:00 PM on weekdays.
Do you provide business succession planning services?
Yes, we offer comprehensive business succession planning including tax implications analysis, ownership transfer strategies, and estate planning coordination to ensure smooth business transitions.
Can you assist with state and local tax compliance?
We provide nexus consulting, sales tax determination, and multi-state tax liability analysis. Our services ensure compliance with various state and local tax regulations across multiple jurisdictions.
