Business Details
42 Years
experience
Trusted Accounting and Tax Services in Dallas
Founded in 1984, McBee & Co. has built a legacy of delivering high-quality accounting, audit, and tax services tailored to the unique needs of individuals and businesses. Under the leadership of Managing Principal Clayton A. McBee, the firm continues its commitment to excellence, combining decades of experience with a personalized approach. Our team specializes in assurance services, federal tax filings, and proactive tax planning, ensuring clients remain compliant while minimizing liabilities.As members of the AICPA, TSCPA, and EBPAQC, we adhere to rigorous professional standards and maintain PCAOB registration for audit quality. By prioritizing client relationships and industry-specific expertise, we design solutions that enhance profitability, streamline operations, and support long-term growth. Our dedication to continuous education ensures we stay ahead of evolving tax laws, providing clients with strategic insights and actionable financial guidance.
Services
Assurance Services
Audit Services
Tax Preparation
Tax Problem Resolution
Federal Tax Filings
Details
- Year established: 1984
Highlights and features
- We offer over 40 years of experience in accounting and tax services since 1984.
- Our team provides personalized solutions tailored to your unique financial situation.
- We maintain rigorous professional standards through AICPA, TSCPA, and PCAOB memberships.
- Our proactive tax planning minimizes liabilities while ensuring compliance with regulations.
- We offer expert IRS representation for tax problem resolution.
Associations and certifications
- AICPA
- TSCPA
- EBPAQC
- PCAOB
Services
Assurance and Audit Services
Our assurance services include comprehensive audits, reviews, and compilations tailored to regulatory requirements. We examine financial records with GAAP compliance, providing high-assurance reporting for SEC filings, banking needs, and investor communications. Our PCAOB-registered firm ensures rigorous quality standards for accurate financial assessments.
Federal Tax Return Filings
We handle federal and state tax return preparation for individuals and businesses, maximizing deductions while maintaining compliance. Our team guides clients through data collection, addresses complex tax scenarios, and ensures accurate filings for corporations, nonprofits, and high-net-worth individuals.
Tax Problem Resolution
We resolve delinquent taxes, IRS levies, and audit disputes through strategic negotiations. Our services include penalty abatement, audit reconsideration, and lien/levy release, working directly with tax authorities to minimize financial impact and restore compliance.
Tax Preparation and Planning
Our proactive tax planning identifies savings opportunities under evolving tax laws. We develop customized strategies for individuals and businesses, focusing on compliance, liability reduction, and long-term financial optimization through year-round advisory services.
Consulting Services
We offer operational consulting to improve business efficiency and profitability. Our expertise includes internal control development, system evaluations, and strategic planning to address specific organizational challenges and growth objectives.
People
Clayton A. McBee
Managing Principal
Clayton McBee, CPA and CIA, leads McBee & Co.'s audit and tax departments. With experience at Deloitte and Centex Corporation, he specializes in SEC filings and tax strategies for businesses and high-net-worth individuals.
Jacquelyne Shelton
Audit Manager
Jacquelyne Shelton manages audit engagements, ensuring compliance with professional standards. She brings extensive experience in financial reporting and client relationship management to support audit and assurance services.
Sophie Holman
Audit Manager
Sophie Holman oversees audit projects with a focus on accuracy and client satisfaction. Her expertise includes financial statement analysis and adherence to GAAP standards for diverse business entities.
Drew Dodgen
Staff Auditor
Drew Dodgen assists in audit fieldwork and financial analysis. He supports clients across industries with detailed examination of financial records and compliance reporting.
Jimena Segovia
Staff Auditor
Jimena Segovia contributes to audit engagements through meticulous data verification and reporting. She works closely with clients to ensure transparent and accurate financial assessments.
Questions
What accounting services does McBee & Co. offer?
We provide audit, review, and compilation services with varying levels of assurance to meet regulatory and business needs.
Can you help with IRS tax debt issues?
Yes, we specialize in tax problem resolution, including penalty abatement, lien/levy release, and audit reconsideration.
Do you handle both individual and business tax returns?
Yes, we prepare federal and state tax returns for individuals, corporations, and nonprofit organizations.
Are your tax planning services proactive?
Yes, we proactively analyze tax law changes to develop strategies that minimize liabilities and maximize savings.
What areas do you serve?
We primarily serve the Dallas-Fort Worth Metroplex and surrounding North Texas regions.
