Empowering Your Financial Future, One Client at a Time
At Holly C. Roundtree, CPA, PLLC, we are dedicated to providing top-notch tax and accounting services to individuals and small businesses in the Dallas area. For over 30 years, our team of certified public accountants has been committed to delivering personalized and expert financial guidance to help our clients achieve their goals.
Our Mission
Our mission is to provide exceptional tax preparation, accounting, and financial planning services that cater to the unique needs of our clients. We take pride in our ability to build long-term relationships with our clients, understanding their specific financial situations, and offering tailored solutions to help them succeed.
Our Services
We offer a comprehensive range of services designed to meet the diverse needs of our clients. From tax preparation and financial planning to estate planning, investment review, and bookkeeping and payroll management, our team of experts is dedicated to providing exceptional service and guidance. Our services include:
- Tax Preparation: We prepare tax returns and update accounting records for small businesses and individuals, ensuring compliance with the latest tax laws and regulations.
- Financial Planning: Our experts provide personalized financial planning services, including retirement planning, investment review, and estate planning, to help our clients achieve their long-term goals.
- Accounting and Bookkeeping: We offer expert accounting and bookkeeping services, including financial statement preparation, budgeting, and cash flow management, to help our clients manage their finances effectively.
- Estate Planning: Our team helps clients plan for the future, ensuring that their assets are protected and distributed according to their wishes.
- Investment Review: We review investment ideas with our clients and their advisors, suggesting the best structure to maximize after-tax returns.
Meet Our Team
Our team of certified public accountants, led by Holly C. Roundtree, CPA, is committed to providing exceptional service and guidance to our clients. With over two decades of experience, our team has the expertise and knowledge to handle even the most complex tax and accounting needs.
Why Choose Us
At Holly C. Roundtree, CPA, PLLC, we understand that every client is unique, with distinct financial goals and challenges. That's why we take a personalized approach to our services, working closely with our clients to understand their specific needs and develop tailored solutions to help them achieve success.
Overview of Reviews
The reviews of Holly's CPA firm are mixed, with both positive and negative comments.
Efficient and Knowledgeable Service
Holly's firm has been praised for their efficient and knowledgeable service. Stuart Hayashi, a long-time client, recommends the firm with confidence, stating that they have never had an issue with the IRS or getting in contact with Holly or her staff. Aaron Woodall also had a positive experience, praising Holly's thoroughness and knowledge in providing spot-on advice on tax implications.
Friendly and Honest
Hunter R. has worked with Holly for a few years and found her to be straightforward and honest, with a friendly and smart staff. Both Stuart and Hunter appreciate the firm's proactive approach and willingness to help.
Poor Customer Service
Cozy P. had a negative experience, feeling that the firm did not do their homework and instead asked too many questions. They were also disappointed with the firm's customer service, feeling that they were not obligated to provide good service.
Questionable Practices
Will L. had a very negative experience, accusing the firm of making questionable charges and having deceptive practices. He also expressed concern about the security of personal information and identities.
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