Business Details
42 Years
experience
Trusted Accounting and Tax Services in Dallas, TX
Founded in 1984 by David A. McBee Sr., McBee & Co has built a legacy of excellence in accounting, auditing, and tax services. Our firm is committed to delivering personalized solutions tailored to each client's unique needs, whether they are individuals, small businesses, or SEC-registered entities. With a focus on proactive tax planning and compliance, we help clients navigate complex tax laws while minimizing liabilities. Our team holds certifications including CPA and CIA, and we maintain memberships in prestigious organizations such as the AICPA, TSCPA, and EBPAQC. Registered with the PCAOB, we adhere to rigorous quality standards for financial reporting.Led by Managing Principal Clayton A. McBee since 2021, our approach combines deep industry expertise with a dedication to understanding both clients and their operating environments. We serve the Dallas-Fort Worth Metroplex, offering services ranging from audit assurance to tax problem resolution. Our commitment to continuous education ensures we remain at the forefront of regulatory changes, providing clients with strategic, forward-thinking advice. With decades of combined experience, we prioritize transparency, ethical practices, and long-term client relationships to deliver reliable financial guidance.
Services
Audit Services
Tax Preparation
Tax Problem Resolution
Consulting Services
Federal Tax Filings
Details
- Year established: 1984
Highlights and features
- We offer 40+ years of experience in accounting and tax services since 1984.
- Our team includes CPA and CIA-certified professionals with industry-specific expertise.
- We provide proactive tax planning to minimize liabilities while ensuring compliance.
- Our firm maintains rigorous quality standards through PCAOB registration and reviews.
- We deliver personalized solutions tailored to the Dallas-Fort Worth business environment.
Associations and certifications
- AICPA
- TSCPA
- EBPAQC
- PCAOB
Services
Audit Services
Our audit services provide the highest level of assurance through comprehensive examination of financial records. We adhere to GAAP and GAAS standards while applying rigorous internal quality controls. Clients receive independent assessments of financial statements required by regulators, banks, and investors. Our team specializes in audits for SEC-registered companies and other entities needing certified financial reporting.
Tax Preparation
We prepare accurate federal and state tax returns for individuals, businesses, and nonprofits. Our process minimizes liabilities through strategic deductions while ensuring compliance with evolving tax codes. Clients benefit from year-round tax planning tools and personalized guidance to simplify annual filings for both personal and corporate returns.
Tax Problem Resolution
We resolve delinquent taxes, penalties, liens, and audit disputes with tax authorities. Our experts negotiate payment plans, penalty abatements, and audit reconsiderations. Services cover both individual and business tax issues, focusing on reducing financial stress through proactive communication with the IRS and state agencies.
Consulting Services
Our consulting helps businesses improve efficiency and compliance through customized solutions. We develop operational controls, tax strategies, and financial planning frameworks. Services include retirement plan analysis, system evaluations, and problem-identification processes tailored to specific industry requirements and growth objectives.
Federal Tax Return Filings
We complete compliant federal tax filings for businesses and individuals while maximizing deductions. Our process includes document collection guidance, regulatory compliance checks, and strategic tax-saving analysis. Nonprofit entities receive specialized support to maintain IRS compliance through accurate annual reporting.
People
Clayton A. McBee
Managing Principal
Clayton leads audit and tax departments with 15+ years of experience. A Texas CPA since 2014, he works with SEC-registered companies and high-income individuals after roles at Deloitte and Centex Corporation. He graduated from Texas Tech University (BBA 1998) and University of Texas at Dallas (MSA 2015).
Jacquelyne Shelton
Audit Manager
Jacquelyne specializes in audit management with extensive experience in financial statement examinations. She provides technical expertise for complex audit engagements while maintaining client-focused service delivery.
Sophie Holman
Audit Manager
Sophie oversees audit operations with a focus on compliance and accuracy. Her expertise covers various industries, ensuring clients meet regulatory requirements through thorough financial assessments.
Drew Dodgen
Staff Auditor
Drew supports audit processes with attention to detail in financial data verification. He contributes to audit engagements across different business sectors while developing professional expertise.
Jimena Segovia
Staff Auditor
Jimena assists in audit procedures with a commitment to quality assurance. She works closely with senior staff to deliver accurate financial reporting solutions for diverse clients.
Questions
What accounting services do you offer?
We provide audit, review, and compilation services with varying levels of assurance to meet regulatory and business needs.
How can you help with tax problems?
We resolve delinquent taxes, IRS levies, penalty abatements, and audit reconsiderations through professional representation.
Do you handle both individual and business tax returns?
Yes, we prepare federal and state tax returns for individuals, corporations, and nonprofit organizations.
Are you qualified to work with SEC-registered companies?
Yes, our team has experience serving SEC-registered entities through audit and compliance services.
What sets your firm apart from other CPAs?
Our proactive approach combines decades of local expertise with PCAOB-registered audit quality standards.
