Business Details
40 Years
experience
Expert Tax & Accounting Services in Dallas
Founded in 1986, Holly C Roundtree CPA has established itself as a trusted leader in tax and accounting services for small businesses and individuals across the Dallas area. Our team of certified professionals brings decades of combined experience, offering personalized solutions in tax preparation, financial planning, and advisory services. We prioritize client success through meticulous attention to detail, proactive tax-saving strategies, and transparent communication. With expertise in estate planning, investment review, and retirement planning, we empower clients to navigate complex financial landscapes with confidence.Our commitment to excellence is reflected in our long-standing client relationships and dedication to continuous professional development. As a Dallas-based firm, we combine local market knowledge with national certification standards to deliver reliable, ethical guidance. Our mission is to simplify accounting complexities while fostering sustainable financial growth for every client we serve.
Services
Tax Preparation
Financial Planning
Advisory & Accounting
Bookkeeping & Payroll
Estate Planning
Investment Review
Retirement Planning
Details
- Year established: 1986
Highlights and features
- We offer 35+ years of specialized tax and accounting expertise.
- Our team provides personalized financial planning tailored to client goals.
- Certified professionals ensure compliance with evolving tax regulations.
- Free initial consultation for new clients in North Dallas.
- Comprehensive services covering tax preparation, payroll, and estate planning.
Associations and certifications
- CPA (Certified Public Accountant)
What people say
Straight-shooting CPA
Quality work
On-time
Top experts
Highly personalized
Services
Tax Preparation
Our tax preparation service ensures accurate and timely filing of individual and business tax returns. We monitor evolving tax laws to implement strategic savings while maintaining compliance. Clients benefit from proactive advocacy during audits and personalized consultations to optimize annual tax outcomes.
Financial Planning
We develop customized financial roadmaps addressing retirement, education funding, and asset growth. By analyzing cash flow and long-term goals, we create actionable plans to maximize tax-efficient savings and investment returns for individuals and businesses.
Bookkeeping & Payroll
Our bookkeeping and payroll solutions streamline cash flow management and regulatory compliance. We handle invoicing, bill payments, and payroll reporting while providing real-time financial reports to support informed business decisions and prevent penalties.
Estate Planning
We design estate plans to protect assets and minimize tax liabilities during wealth transfer. Services include wills, trusts, and tax-efficient gifting strategies to ensure client intentions are executed while preserving inheritance value for beneficiaries.
Investment Review
Our investment review evaluates tax implications of financial portfolios in collaboration with advisors. We recommend structures to enhance after-tax returns while balancing risk tolerance and long-term growth objectives for individual and business clients.
People
Holly C Roundtree
Founder/Head CPA
Holly founded the firm in 1986 after graduating from Texas Tech University with a BBA in Accounting. With over 35 years of experience, she specializes in small business tax strategy and mentors high school seniors while maintaining CPA certification through ongoing education.
Questions
What accounting services do you offer for small businesses?
We provide bookkeeping, payroll processing, financial reporting, and tax compliance services tailored to small businesses, including cash flow management and year-round tax planning support.
Do you offer free initial consultations?
Yes, new clients receive a complimentary tax planning or accounting strategy session to discuss their specific financial needs and goals.
How can you help with retirement planning?
We analyze your current financial status, create savings projections, and recommend tax-advantaged retirement accounts to ensure adequate funds for post-career financial security.
Are your CPAs certified and experienced?
All our accountants hold active CPA licenses with 20+ years of combined experience in tax law, financial strategy, and regulatory compliance for individuals and businesses.
What areas do you serve?
We primarily serve Dallas and surrounding Texas areas, offering both in-person meetings at our North Dallas office and virtual consultations for remote clients.
