Business Details
36 Years
experience
Your Trusted Accounting Partner in McKinney, TX
Andre + Associates PC CPAs has been serving North Texas for over 35 years, dedicated to helping clients achieve financial success. Our team of certified professionals works closely with individuals and small businesses to develop long-term, sustainable plans tailored to each client's unique financial goals. With expertise in tax preparation, accounting, payroll services, and strategic financial planning, we prioritize personalized solutions that promote optimum financial health. Our commitment to excellence and client-focused approach has made us trusted advisors in the community, ensuring clients receive comprehensive guidance to navigate complex financial landscapes.
Services
Tax Planning
Accounting Services
Payroll Services
QuickBooks Setup
Estate Planning
Retirement Strategies
CFO Services
1031 Exchanges
Business Tax Returns
QuickBooks Training
Details
- Year established: 1990
Highlights and features
- Our team includes CPAs, EAs, and QuickBooks Certified ProAdvisors with decades of combined experience.
- We specialize in personalized tax and financial planning tailored to individual and business needs.
- 35+ years serving North Texas clients with deep local market expertise.
- Comprehensive services span accounting, payroll, retirement strategies, and estate planning.
- Certified professionals ensure compliance and strategic guidance for all financial needs.
What people say
Proactive planning
Certified experts
Personalized attention
Reliable compliance
Legacy support
Services
Tax Planning
Our Tax Planning service develops customized strategies for individuals, businesses, and estates to maximize savings and ensure compliance. With certified CPAs and Enrolled Agents, we focus on long-term financial optimization through proactive tax preparation and strategic guidance tailored to evolving regulations.
Accounting Services
We provide comprehensive accounting solutions, including monthly bookkeeping, payroll processing, and financial reporting. Our team ensures accurate record-keeping and compliance for small businesses, leveraging expertise in QuickBooks setup and training to streamline operations and support informed decision-making.
QuickBooks Services
Our QuickBooks Certified ProAdvisors offer hassle-free setup, system resets, and tailored training for businesses. These services simplify financial management through customized solutions that enhance efficiency, reduce errors, and empower clients to manage their accounting independently while maintaining professional oversight.
Estate Planning
Estate Planning services focus on creating strategies to preserve wealth and ensure smooth asset transfer to future generations. We assist clients with trusts, wills, and tax-efficient structures, addressing both immediate needs and long-term legacy goals through personalized legal and financial frameworks.
Retirement Strategies
Retirement Strategies help small business owners and individuals build sustainable financial futures. We design tailored plans considering tax implications, investment growth, and income needs, ensuring clients can transition into retirement confidently while maintaining financial stability through specialized retirement account management.
People
Melissa Simmons
Managing Partner
CPA, EA, and CSA certified with over 30 years in public accounting. Led firm growth since 1989 while balancing military family experience and community involvement in McKinney.
Rachel Lopez
Partner and Accounting Department Manager
CPA and QuickBooks ProAdvisor since 2016, managing accounting and payroll services. Active in local church with expertise in small business financial solutions and team leadership since 2001.
Jana L. Endler
Business Tax Manager
CPA with 30+ years' experience, specializing in business tax returns. Joined firm in 2017, blending professional excellence with community involvement as a Sunday School teacher and music enthusiast.
Tracy L. Hendricks
Tax and Accounting Manager
CPA since 1991, delivering business client solutions in accounting, payroll, and tax preparation. Active community member with over 20 years' tenure at Andre + Associates PC CPAs.
Teresa Dempsey
Tax, Trust and Estate Specialist
Dual-certified CPA and CSA with decades of experience preparing individual and estate tax returns. Active in tax professional organizations and board leadership roles since joining the firm in 2001.
Questions
What accounting services do you offer for small businesses?
We provide monthly bookkeeping, payroll processing, financial reporting, and QuickBooks support tailored to small business needs.
Do you offer tax planning for individuals?
Yes, our certified professionals create customized tax strategies to maximize savings and ensure compliance for individuals.
Are your tax preparers certified?
Our team includes CPAs, Enrolled Agents, and Certified Senior Advisors with specialized tax credentials.
What QuickBooks services do you provide?
We offer setup, system resets, training, and ongoing support for QuickBooks desktop and online solutions.
How do you handle estate tax planning?
We create customized estate strategies using trusts, wills, and tax-efficient structures to preserve wealth for future generations.
What retirement planning options exist for business owners?
We design tailored retirement strategies considering tax implications, investment growth, and income needs for small business owners.