Paul Pearce Pc: Pearce Paul K

At Professional Accounting, Tax and Financial Services, we pride ourselves on creating a familial relationship with our clients. As a family-owned and operated accounting and financial services firm, we understand the importance of providing personalized attention and expertise to each of our clients. Our mission is to make your life easier by providing you with peace of mind that comes with the confidence that you are being taken care of with integrity and professionalism.

Our Story

Our journey began over 20 years ago when Paul and Sherri Pearce, the founders of our company, decided to merge their banking career experience with their accounting abilities. With over 30 years of marriage, they have built a strong and lasting partnership, both personally and professionally. During their time in Southwest Oklahoma, Paul spent over 20 years in community banking, where he served as President and CEO of a community Bank. Sherri, on the other hand, dedicated herself to raising their two sons and managing the household.

Our Team

Our team consists of experienced professionals, each with their own expertise and passion for delivering exceptional service to our clients. Our team includes:

• Paul Pearson, Certified Public Accountant (CPA), with over 23 years of experience in community banking, including positions as CEO and President.
• Adam Pearson, Certified Public Accountant (CPA), a certified accountant with over 10 years of experience in the accounting industry.
• Seth Pearson, a licensed insurance agent with expertise in life insurance, including individual life insurance needs analysis, income continuation plans, long-term care plans, and annuities.

Our Services

We offer a wide range of services to cater to the unique needs of our clients. Our services include:

• Asset Management
• Bookkeeping Services
• Business and Management Consultant
• Business Tax Planning
• Cash Flow Budgeting
• College Planning
• Compilation of Financial Statements
• Disability
• Individual Income Tax Planning and Preparation
• Inheritance Management
• Licensed Health Insurance Agent
• QuickBooks Services
• Retirement Planning and Preservation
• Tax Planning and Preparation
• Wealth Accumulation Strategies

Our Locations

We serve the following locations:

• Dallas
• Fort Worth
• Carrollton
• Addison
• Coppell
• Denton
• Farmers Branch
• Flower Mound
• Frisco
• Highland Village
• Lewisville
• Little Elm
• McKinney
• Plano
• Richardson
• The Colony

QuickBooks Services

We offer discounts on QuickBooks, TurboTax, QuickBooks Checks & Forms, and Merchant Card Services. Our team is certified as a ProAdvisor-QuickBooks, ensuring that we can provide professional and expert services for your business bookkeeping needs.