Business Details
40 Years
experience
Trusted Tax & Accounting Services in Dallas, TX
Holly C Roundtree CPA has been serving individuals and small businesses in the Dallas area since 1986. Our team of certified professionals specializes in tax preparation, financial planning, and accounting services tailored to meet each client's unique needs. With decades of combined experience, we prioritize personalized solutions and clear communication to help clients navigate complex financial matters. Our services include estate planning, investment review, bookkeeping, and retirement strategy development. Located in North Dallas, we offer free initial consultations to establish how we can best support your financial goals.As a CPA firm, we maintain rigorous professional standards and continuously update our expertise to reflect current tax laws and financial practices. Our commitment to excellence has earned us long-term client relationships, with many patrons relying on our services for over 20 years. We approach accounting as a strategic tool for growth, helping clients maximize tax savings while maintaining compliance. Our office provides convenient access for local businesses and residents seeking trusted financial guidance.
Services
Tax Preparation
Financial Planning
Estate Planning
Investment Review
Accounting
Bookkeeping & Payroll
Retirement Planning
Tax Advisory
Accounting Software Support
Small Business Accounting
Details
- Year established: 1986
Highlights and features
- We offer 35+ years of experience in Dallas tax and accounting services
- Our team provides personalized financial guidance for unique client needs
- Free initial consultation for all new clients
- Certified professionals maintain rigorous continuing education requirements
- Comprehensive service portfolio covering tax, accounting, and financial planning
Associations and certifications
- Certified Public Accountants (CPA)
What people say
Quality work
Reliable expertise
Straight-shooting CPA
On-time delivery
Confident recommendations
Services
Tax Preparation
Our comprehensive tax preparation service ensures accurate filing of individual and business tax returns while maximizing legal deductions. We stay current with changing tax codes to implement optimal strategies for minimizing tax liability. Our CPAs act as advocates during audits or tax-related disputes, providing expert representation and documentation.
Financial Planning
We develop customized financial plans addressing retirement goals, college savings, and long-term wealth management. Our analysis considers current financial status, future projections, and tax implications to create actionable roadmaps. Services include retirement account optimization and strategic investment structuring for maximum after-tax returns.
Estate Planning
Our estate planning service focuses on preserving wealth for intended beneficiaries while minimizing estate tax exposure. We help establish wills, trusts, and gifting strategies that align with personal wishes and financial objectives. The planning process considers both immediate and long-term asset distribution requirements.
Investment Review
We evaluate investment portfolios to optimize tax efficiency and long-term growth potential. Our review process examines current holdings, risk tolerance, and financial goals to recommend strategic adjustments. We collaborate with investment advisors to ensure alignment with overall financial planning objectives.
Bookkeeping & Payroll
Our bookkeeping and payroll service maintains accurate financial records while streamlining cash flow management. We implement systems for timely bill payment, payroll processing, and financial reporting. Customized schedules ensure businesses receive regular financial updates to support informed decision-making.
People
Holly C Roundtree
Owner & Head CPA
Certified Public Accountant with 35+ years of experience in Dallas. Graduated from Texas Tech University with BBA in Accounting. Specializes in small business and individual tax strategy. Active community mentor and financial education advocate.
Questions
What accounting services do you offer for small businesses?
We provide bookkeeping, payroll processing, financial reporting, and cash flow management services tailored to small business needs.
Do you offer free initial consultations?
Yes, we provide complimentary initial consultations to discuss your specific tax or accounting requirements.
How do you stay current with tax law changes?
Our CPAs complete mandatory continuing education and monitor IRS updates to maintain current tax code expertise.
What estate planning services are available?
We offer will and trust establishment, gifting strategies, and tax-efficient asset distribution planning services.
Can you help with retirement account planning?
Yes, we analyze retirement accounts and develop strategies to optimize tax benefits and long-term growth potential.
What areas do you serve?
We primarily serve Dallas and surrounding areas including Plano, Frisco, Addison, and Richardson.
