Business Details
50 Years
experience
Your Trusted Accounting Partner in Colleyville, TX
At Smallwood & Associates, our mission is to deliver personalized, comprehensive tax, accounting, and advisory services that empower individuals and businesses to navigate financial complexities with confidence. Since 1976, we have combined the capabilities of a large firm with the personalized attention of a small firm, ensuring each client receives tailored solutions to meet their unique needs. With a dedicated team of Certified Public Accountants and accounting professionals, we are committed to integrity, excellence, and building lasting relationships that support our clients' financial success. Our firm serves individuals, families, high-net-worth clients, businesses across industries, estates, trusts, fiduciaries, and nonprofit organizations. Rooted in Texas but serving clients nationwide, we provide expert guidance on federal, state, and estate tax planning while maintaining deep familiarity with varying tax codes and compliance needs across the U.S.We believe trust is earned through transparency, responsiveness, and reliability, offering year-round support for both routine matters and complex financial decisions. Our team brings the experience of a large firm with the personalized attention of a team committed to your success, helping clients retain more of what they earn, stay compliant, and make informed decisions that support long-term success.
Services
Accounting Services
Tax Services
Estate Planning
Business Tax Planning
IRS Representation
Bookkeeping
Mergers & Acquisitions
Nonprofit Tax Compliance
Family Office Services
Details
- Year established: 1976
Highlights and features
- We have 49 years of experience delivering tailored accounting solutions.
- Our team includes 13 Certified Public Accountants and 7 accounting professionals.
- We serve clients nationwide with expertise in varying state tax codes.
- We combine big-firm capabilities with personalized small-firm attention.
- Our strategic tax planning helps clients retain more of what they earn.
Services
Accounting Services
Our accounting services provide accurate financial tracking and reporting to help businesses stay organized and make informed decisions. We offer compilation services, bookkeeping, and tailored financial statements. With expertise in maintaining clear records, we ensure your business has reliable data for strategic planning and compliance.
Tax Services
We handle all aspects of tax matters, from preparation to strategic planning. Our services include federal and state tax returns, estate tax filings, and IRS representation. By developing personalized strategies, we help minimize liabilities while ensuring compliance with evolving tax regulations for individuals and businesses.
Estate Planning
Our comprehensive estate planning services focus on preserving wealth and minimizing tax impact. We assist with creating wills, trusts, and gift planning strategies to ensure assets are distributed according to your wishes. This includes preparing gift tax returns and coordinating long-term wealth transfer plans.
Business Tax Planning
We create proactive tax plans for businesses to reduce liabilities and support sustainable growth. Our services include structuring buy-sell agreements, advising on mergers and acquisitions, and guiding business dissolution processes. We help companies navigate complex tax requirements while optimizing financial outcomes.
IRS Representation
Our team assists with IRS correspondence, audits, and tax disputes. We provide expert representation to resolve issues efficiently while minimizing penalties. From responding to notices to managing complex tax conflicts, we ensure accurate and timely resolution of all IRS-related matters.
People
Cal Smallwood
Managing Partner
Cal Smallwood leads our firm with over 40 years of accounting experience. He specializes in strategic tax planning and business advisory services, focusing on delivering personalized solutions for high-net-worth individuals and complex businesses.
Jamie Banks
Partner
Jamie Banks brings expertise in business tax compliance and mergers & acquisitions. With 25+ years of experience, he helps clients navigate complex tax regulations while optimizing financial strategies for growth and succession planning.
Sarah Smallwood
CFO
Sarah Smallwood oversees financial operations and estate planning services. Her 30-year career includes managing wealth preservation strategies and guiding families through complex estate tax requirements with precision and care.
Veronica Castro
Tax Senior
Veronica Castro specializes in individual and nonprofit tax compliance. With 15 years of experience, she ensures accurate filings while providing strategic advice to minimize tax liabilities for diverse clients across multiple industries.
Holly Griffin
Senior Accountant
Holly Griffin manages financial reporting and bookkeeping services. Her 20-year career includes supporting businesses with accurate record-keeping and tailored accounting solutions that improve operational efficiency and decision-making.
Questions
What accounting services do you offer?
We provide compilation services, bookkeeping, and financial statement preparation to maintain accurate records for businesses of all sizes.
Do you handle tax matters for out-of-state clients?
Yes, we serve clients nationwide with expertise in federal, state, and local tax compliance across varying jurisdictions.
How long have you served clients?
Our firm has provided accounting and tax services since 1976, combining decades of experience with personalized attention.
What industries do you work with?
We serve diverse industries including real estate, nonprofits, family offices, and businesses of all sizes nationwide.
Can you help with IRS issues?
Yes, we offer IRS representation services to resolve audits, tax disputes, and correspondence efficiently and accurately.
Do you provide estate planning services?
We offer comprehensive estate planning, including wills, trusts, and tax strategies to preserve wealth for future generations.
