Business Details
9 Years
experience
Your Trusted Accounting Partner in Dallas, TX
PW Associates (PWA) is a CPA firm established in 2017, specializing in tax, accounting, and advisory services for privately-owned companies, particularly those engaged in international business. Founded by Steve Williams and Michael Parrish, our team combines decades of experience from prestigious firms like Price Waterhouse and Hein & Associates to deliver tailored financial solutions. We prioritize client success through process improvements, cash flow optimization, and business valuation strategies, serving clients remotely across the globe from our Dallas and Houston offices.Our commitment to data security is evidenced by investments in secure cloud-based systems and third-party encryption tools. As a member of Russell Bedford International, we leverage global expertise while maintaining a personalized approach to client relationships.
Services
Tax Services
Accounting Services
Advisory Services
Outsourced CFO
Fractional CFO
Details
- Year established: 2017
Highlights and features
- We offer 30+ years of combined experience in international tax and accounting.
- Our team provides tailored CFO services for small to mid-sized businesses.
- We prioritize data security with encrypted cloud-based systems.
- Our global network ensures cross-border expertise and local market knowledge.
- We guarantee transparent communication and client-centric solutions.
Associations and certifications
- Russell Bedford International
What people say
Experienced team
Reliable solutions
Client-focused
Global expertise
Secure systems
Services
Tax Services
We simplify complex tax requirements for businesses and individuals through strategic planning and compliance solutions. Our team ensures accurate filings, minimizes liabilities, and provides transparent reporting. With expertise in cross-border taxation, we help international clients navigate U.S. tax regulations efficiently.
Accounting Services
Our tailored accounting solutions streamline financial operations with accurate bookkeeping, timely reporting, and in-depth analysis. We support businesses with day-to-day accounting needs and long-term financial strategy. Our services ensure clarity and compliance for growing organizations.
Advisory Services
We provide strategic guidance to enhance operational efficiency and financial performance. Our advisory services include risk management, process optimization, and growth planning. We act as a trusted partner, offering insights that align with clients' long-term objectives.
Outsourced CFO
We deliver fractional CFO services to businesses needing expert financial leadership without full-time costs. Our support includes budgeting, forecasting, and strategic decision-making. This service is ideal for companies seeking scalable financial expertise.
People
Steve Williams
Business Advisory Partner
With over 30 years in public accounting, Steve co-founded PWA after roles at Price Waterhouse and PwC Canada. He specializes in cross-border tax strategy and mid-market advisory services.
Michael Parrish
Tax Principal
Michael brings 25+ years of experience in tax compliance and planning, previously leading Hein & Associates' Houston tax practice. He focuses on international tax structures and small business advisory.
Kathy Schultz
Controller
Kathy oversees accounting operations with expertise in financial reporting and process optimization. She ensures accurate, timely delivery of outsourced accounting services to mid-sized clients.
Questions
What industries do you specialize in?
We focus on privately-owned companies, particularly those with international operations or cross-border tax needs.
Do you work with startups or only established businesses?
We serve both startups entering the U.S. market and established mid-sized companies seeking financial optimization.
How do you ensure data security?
We use encrypted cloud platforms, secure file-sharing systems, and industry-standard IT protections for client data.
What sets you apart from other accounting firms?
Our global network, international tax expertise, and personalized approach differentiate us from traditional accounting practices.
Can you handle both tax and accounting needs?
Yes, we offer integrated tax, accounting, and advisory services to provide comprehensive financial solutions.
