Business Details
24 Years
experience
Trusted Accounting and Financial Services in Carrollton, TX
As a family-owned and operated accounting and financial services firm, we prioritize building trusting relationships with our clients. Our team brings decades of combined experience in community banking, financial advising, and certified public accounting to deliver personalized solutions. Paul Pearce, a CPA since 1994, transitioned from a 23-year banking career to establish this practice in 2002, merging his industry expertise with accounting excellence. Our services span tax planning, asset management, and financial consulting, supported by Adam Pearce, a 2010-certified professional.We serve clients across Texas and Oklahoma, emphasizing integrity, professionalism, and client-centric care. Our affiliations with the American Institute of CPAs and state societies underscore our commitment to industry standards. By combining technical expertise with a familial approach, we aim to simplify financial complexities for individuals and businesses alike.
Services
Asset Management
Bookkeeping Services
Tax Planning
Retirement Planning
QuickBooks Services
Business Consulting
Estate Planning
College Planning
Details
- Year established: 2002
Highlights and features
- Family-owned firm with 20+ years of CPA experience
- Personalized financial solutions tailored to client needs
- Certified professionals with banking industry expertise
- Comprehensive services from tax planning to asset management
- Community-focused approach with local market knowledge
Associations and certifications
- American Institute of Certified Public Accountants
- Texas Society of Certified Public Accountants
- Oklahoma Society of Certified Public Accountants
Services
Tax Planning
Our tax planning services optimize financial outcomes through strategic preparation and compliance. We specialize in individual and business tax solutions for corporations, partnerships, and trusts. With CPA-certified expertise, we ensure clients maximize deductions while maintaining regulatory compliance.
QuickBooks Services
Certified ProAdvisor QuickBooks support streamlines business financial management. We offer software implementation, training, and troubleshooting to improve accounting efficiency. Our services help businesses save time and reduce errors in financial record-keeping.
Retirement Planning
We develop customized retirement strategies to protect and grow client assets. Our approach combines investment management with tax-efficient withdrawal plans. Certified professionals guide clients through 401(k), IRA, and pension optimization for long-term financial security.
Business Consulting
Our consulting services address business growth, cash flow management, and operational efficiency. We provide strategic guidance for startups and established businesses, including budgeting and succession planning. The team leverages banking and accounting expertise to enhance business performance.
Estate Planning
We help clients protect assets through comprehensive estate plans. Services include wills, trusts, and inheritance management strategies. Our approach ensures smooth wealth transfer while minimizing tax implications and legal complexities for future generations.
People
Paul Pearce
Founder/CPA
Certified Public Accountant since 1994 with 23 years in community banking. Serves as President and CEO of the firm, combining banking expertise with accounting excellence to deliver client-focused solutions.
Sherri Pearce
Co-Founder
Integral to firm operations with extensive experience in family financial management. Provides client support and strategic guidance, leveraging 30+ years of partnership in financial services with Paul Pearce.
Adam Pearce
Certified Professional
Joined the practice in 2007 after graduating from Oklahoma State University. Certified in 2010, he specializes in financial planning and QuickBooks services, continuing the family's commitment to client care.
Questions
What accounting services do you offer for small businesses?
We provide tax planning, bookkeeping, business consulting, and financial statement compilation tailored to small business needs.
Are you certified QuickBooks ProAdvisors?
Yes, our team includes Certified ProAdvisors who offer software support, training, and implementation services for QuickBooks users.
Do you serve clients outside the Dallas-Fort Worth area?
We serve clients throughout Texas and Oklahoma, including Denton, Plano, and The Colony.
What financial planning services are available for individuals?
We offer retirement planning, college savings strategies, estate planning, and wealth accumulation services for personal financial goals.
