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Top Accounting Firms in Plano

Ratings Updated: April 10, 2026

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Featured

What are Featured Providers?
Hiline

5.0 3 reviews
Premier Verified

Undisclosed

Undisclosed

50 - 249

Serves Plano, TX

Services provided

40% Accounting

30% Finance & Accounting Outsourcing (FAO)

20% HR Outsourcing +1 service

10% Back Office Outsourcing

Hiline is an accounting services firm specializing in bookkeeping, tax preparation, and fractional CFO services. Clients consistently praise their proactive approach, high responsiveness, and on-time delivery, with 100% of reviewers highlighting their excellent project management and cultural fit. Additionally, their expertise in e-commerce and comprehensive services, including HR management, make them a preferred choice for businesses.

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Reviews mention Unique expertise
Clients have expressed a positive sentiment regarding Hiline's unique expertise, particularly in e-commerce. One client noted their 'impressive unique expertise in e-commerce' and highlighted the team's responsiveness and competence. Additionally, the provision of GAAP-level accounting and timely tax filings further underscores their specialized knowledge. Overall, feedback indicates a strong appreciation for Hiline's capabilities in managing complex financial tasks effectively.

Fractional CFO, Accounting & HR Services for Food Company

5.0 Mar 10, 2025

The Hiline team is very responsive and available. I'm impressed by their unique expertise in e-commerce. Always on time and highly competent.
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2 of 2 reviews are 5 stars

1 new review for Accounting services

Unknown avg. project cost

Reviewed 2 times in the past 6 months
Recent reviews of Hiline reflect a strong overall sentiment, highlighting their excellent project management and proactive approach. Clients from various sectors commend Hiline for timely tax filings and efficient back-office support, significantly reducing their workload. A CEO noted their ability to streamline operations, allowing him to focus on core business activities. Consistent praise for their alignment with client values and culture is evident, with no reported areas for improvement.
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2 of 2 Accounting reviews are 5 stars

1 new review for Accounting in past 6 months

Unknown avg. project cost

Accounting PROJECT HIGHLIGHT

Accounting for Code Scanning Company
5.0 — Hiline provided tax compliance services for a code scanning company. The team helped with US state and federal income tax returns, including filing, calculation, and ongoing support. Read more
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Industry Experience

Hiline demonstrates strong expertise in the Information Technology and Food & Beverage industries. Clients in IT praised Hiline for efficient tax compliance and project management, resulting in significant time savings and clarity in financial reporting. In the Food & Beverage sector, their capabilities in bookkeeping, accounting, and HR services were highlighted, especially regarding e-commerce compliance. Overall, sentiment across industries is highly positive, showcasing Hiline's impact and suitability for clients requiring comprehensive financial and operational support.
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Information technology Food & Beverage

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1-800Accountant

4.5 31 reviews
Premier Verified

$1,000+

$100 - $149 / hr

50 - 249

Serves Plano, TX

Services provided

100% Accounting

1-800Accountant is a professional firm specializing in accounting services such as bookkeeping, tax preparation, and financial advisory. Across multiple reviews, 100% of clients praised their responsiveness, with 75% noting their friendliness and on-time delivery. Clients frequently highlighted their budget-friendly pricing, expertise in tax management, and excellent communication, making them a reliable choice for comprehensive tax and accounting needs.

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Industry Experience

1-800Accountant has demonstrated expertise across diverse industries including Healthcare, Wellness & Fitness, Transportation, and Advertising & Marketing. Clients commend their responsiveness, cost-effective solutions, and ability to meet tax compliance needs. The overall sentiment is positive in Healthcare and Wellness, while experiences in Advertising & Marketing highlight concerns with project management. Potential clients in Healthcare and Wellness sectors may find them particularly suitable due to their specialized knowledge and strong client relationships.
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Wellness & Fitness Healthcare Transportation Advertising & marketing

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More responsive than most other service providers

1-800Accountant is very responsive
They are a great candidate to start a conversation with. Send them a short message or project inquiry.
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$179 Best for businesses that need ongoing tax support. $239 Core accounting package that covers most business. $399 Full-service accounting for established businesses

Business Accounting Package
1-800Accountant has serviced over 100,000 businesses in the last decade. We’ll keep your books in order and your taxes current. Get the back-office services your business needs at a price that works for you.
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George Dimov, CPA

4.8 31 reviews
Premier Verified

Undisclosed

$200 - $300 / hr

10 - 49

Serves Plano, TX

Services provided

85% Accounting

15% Tax Law

George Dimov, CPA is an accounting firm specializing in services including bookkeeping, tax preparation, audit services, financial reporting, and business auditing. The reviews indicate a strong reputation for professionalism, responsiveness, and tailored solutions, with 100% of feedback being positive. Clients frequently praise the firm's attention to detail and ability to exceed expectations, with notable mentions of efficient tax filing and proactive financial advisory.

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3 of 3 reviews are 5 stars

3 new reviews for Accounting services

$10,000 – $49,000 avg. project cost

Reviewed 3 times in the past 6 months
In recent reviews, clients have praised George Dimov, CPA for their professionalism, responsiveness, and attention to detail. One finance director noted the team's thorough audit process and actionable recommendations, while an executive from Language Bear commended their efficient day-to-day accounting and tax services. Overall sentiment is highly positive, with clients expressing a strong likelihood of continued collaboration. However, some suggested improvements in automated reminders for deadlines and communication efficiency.
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13 of 14 Accounting reviews are 5 stars

3 new reviews for Accounting in past 6 months

$10,000 – $49,000 avg. project cost

Accounting PROJECT HIGHLIGHT

Accounting Services for Insurance Agency
5.0 — George Dimov, CPA provided accounting services to an insurance agency. They filed the client's 2023 business taxes, reviewed their payroll processes, and audited the past year's books and P&L Read more
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Industry Experience

George Dimov, CPA has demonstrated expertise across diverse industries including advertising & marketing, information technology, financial services, real estate, and other sectors. Clients commend their thoroughness, proactive communication, and ability to deliver tailored solutions. The general sentiment is highly positive, with businesses reporting improved financial clarity, timely tax filings, and effective bookkeeping. This provider is particularly well-suited for companies requiring reliable financial management and strategic tax planning.
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Real estate Construction Financial services Arts, entertainment & music Consumer Products Other Industry Information technology IT Services Advertising & marketing

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indinero

5.0 18 reviews
Premier Verified

Undisclosed

$100 - $149 / hr

50 - 249

Serves Plano, TX

Services provided

30% Accounting

50% Finance & Accounting Outsourcing (FAO)

15% Fractional CFO Services +1 service

5% Compliance Consulting

indinero is an accounting services firm offering bookkeeping, tax preparation, financial reporting, and CFO support. Based on the reviews, 100% of clients express satisfaction with their responsiveness and professionalism, with frequent mentions of their effective communication and tailored financial solutions. Clients commend indinero for streamlining processes and delivering timely results, with 0% reporting any need for significant improvement.

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Reviews mention Professional
The overall sentiment regarding professionalism at inDinero is highly positive. Clients consistently highlight their responsiveness and accuracy, with one COO noting their 'very professional and responsive' nature. A financial manager emphasized their 'professional and experienced' team, while a managing principal appreciated their timely communication and dedication to understanding the client's unique needs. There are no notable areas for improvement mentioned in the reviews, reinforcing the perception of inDinero as a reliable and professional partner.

Accounting for SaaS Company

5.0 Aug 16, 2022

The onboarding process was well-organized. Our account manager and senior accountant is easy to reach and provides frequent updates. They are professional and experienced in accounting and taxation. The team is very helpful.
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Back Office Fiscal Services for Healthcare Consulting Firm

5.0 Apr 8, 2022

They are communicative and timely. Our dedicated professionals meets regularly with key staff. They've dedicated a professional to learning the nuances of the company to provide customized support.
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Accounting Services for Clinical Consulting Company

5.0 Nov 13, 2024

indinero is very professional and responsive. All services are rendered on time. Compliance with audits was achieved, demonstrating progress and success.
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2 of 2 reviews are 5 stars

2 new reviews for Accounting services

$50,000 – $199,999 avg. project cost

Reviewed 2 times in the past 6 months
Recent reviews for indinero highlight a strong overall sentiment, with clients praising their responsiveness and ease of collaboration. A General Manager noted significant improvements in cash flow and expense management due to indinero's effective accounting oversight. Meanwhile, a CTO emphasized their accurate bookkeeping and problem-solving capabilities. Both clients found indinero's culture and value alignment appealing, with no major areas for improvement identified, indicating a high level of client satisfaction.
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Industry Experience

Indinero demonstrates strong expertise across multiple sectors, including Advertising & Marketing and Medical, receiving high praise for their efficiency and responsiveness. Clients in Advertising & Marketing commend their ability to streamline accounting processes and provide strategic financial insights, while those in Medical sectors appreciate their compliance and timely reporting. Overall, feedback is positive, indicating that Indinero is particularly well-suited for companies seeking comprehensive accounting services in fast-paced and regulated industries.
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Nonprofit Medical Consulting Agriculture Consumer Products Sports Advertising & marketing Other industries Software

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More responsive than most other service providers

indinero is very responsive
They are a great candidate to start a conversation with. Send them a short message or project inquiry.
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New Life CFO

Not yet reviewed

$5,000+

$200 - $300 / hr

2 - 9

Dallas, TX

Services provided

25% Accounting

50% Finance & Accounting Outsourcing (FAO)

25% Commercial Financing

New Life CFO is a Finance & Accounting Outsourcing (FAO) company. Their small team is headquartered in Dallas, Texas. Their services include Finance & Accounting Outsourcing (FAO) and Accounting.
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HireEffect™

Not yet reviewed

Undisclosed

Undisclosed

10 - 49

Frisco, TX

Services provided

20% Accounting

40% Finance & Accounting Outsourcing (FAO)

20% HR Outsourcing +1 service

20% Recruiting

Finance & Accounting Outsourcing (FAO) company HireEffect™ is located in Frisco, Texas. Established in 2007, the team focuses on Finance & Accounting Outsourcing (FAO) and Accounting.
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Featured

What are Featured Providers?

Appletree Business Services

4.9 22 reviews
Premier Verified

$1,000+

Undisclosed

10 - 49

Serves Plano, TX

Services provided

80% Accounting

10% Back Office Outsourcing

10% Fractional CFO Services

Appletree Business Services is a comprehensive accounting services firm offering bookkeeping, tax preparation, payroll, and financial analysis. Across all reviews, 100% of clients commend their professionalism and responsiveness, with particular emphasis on the cohesive team dynamic and personalized financial advisory. Many clients also appreciate their ability to handle transitions smoothly, ensuring financial clarity and efficiency.

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4 of 5 reviews are 5 stars

2 new reviews for Accounting services

Less than $10,000 avg. project cost

Reviewed 5 times in the past 6 months
Recent reviews of Appletree Business Services reflect a consistently positive sentiment, highlighting their professionalism and expertise. Clients commend the team for their proactive communication, timely project delivery, and thoroughness in financial advisory services. For instance, one client appreciated the successful completion of a Quality of Earnings evaluation, while another noted their efficient bookkeeping and growth coaching. Overall, clients express satisfaction with the value provided, with no significant areas for improvement identified.
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Industry Experience

Appletree Business Services has demonstrated strong expertise in various industries including real estate, advertising & marketing, construction, business services, financial services, home services, and manufacturing. Feedback highlights their strengths in financial due diligence, bookkeeping, and tax preparation, with clients appreciating their responsiveness and proactive project management. Overall sentiment is positive across industries, indicating that Appletree is well-suited for companies seeking reliable financial services and strategic business advice.
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Advertising & marketing Construction Other Industry Business services Home Services Financial services Manufacturing Hospitality & leisure Wellness & Fitness Real estate Design

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Innovature: AI-Driven Outsourcing Partner

4.8 5 reviews
Verified

$1,000+

< $25 / hr

50 - 249

Serves Plano, TX

Services provided

30% Accounting

20% Customer Service Outsourcing

15% BI & Big Data Consulting & SI +4 services

10% Back Office Outsourcing

10% Call Center Services

10% Finance & Accounting Outsourcing (FAO)

5% Video Production

Innovature Consulting Company Limited offers services in bookkeeping, tax preparation, financial planning, and outbound calling. Reviews highlight their responsiveness, adaptability, and effective communication. Clients appreciate their ability to manage accounting tasks and meet deadlines, noting a good cultural fit and budget-friendly pricing.

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Reviews mention Adaptable
Clients have consistently praised Innovature Consulting Company Limited for their adaptability in integrating with existing company processes and training. One client highlighted that the staff and virtual assistants are 'highly educated and very adaptable,' which has contributed to effective communication and timely project delivery. Overall, the sentiment reflects a strong appreciation for their flexibility and responsiveness to client needs.

Customer Service Outsourcing for Insurance Company

5.0 Sep 17, 2024

Their staff and VAs are highly educated and very adaptable to our company's process and training. Innovature also offers other services and suggestions to enhance your business operations.
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Average Project Cost Breakdown

Less than $10,000 (2) $10,000 to $49,000 (1)

What Clients Have Said
Clients consistently commend Innovature for their competitive pricing and overall value for money. One review highlighted that the pricing fit the client's budget while delivering cost savings and quality service. Another client noted the excellent value for the cost, emphasizing responsiveness and effective communication. Overall, the sentiment reflects satisfaction with Innovature's affordability and the quality of services provided, reinforcing their reputation as a cost-effective outsourcing partner.
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More responsive than most other service providers

Innovature: AI-Driven Outsourcing Partner is very responsive
They are a great candidate to start a conversation with. Send them a short message or project inquiry.
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United States (2) Malaysia (1)

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XTGlobal

Not yet reviewed

Undisclosed

Undisclosed

250 - 999

Plano, TX

Services provided

10% Accounting

30% Application Testing

30% Cloud Consulting & SI +1 service

30% IT Managed Services

XTGlobal is a cloud consulting & SI company established in 1998. Based in Plano, Texas and Nanakaramguda, India, the team provides cloud consulting & SI and IT managed services.
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Windsor HR Services, Inc.

Not yet reviewed

Undisclosed

Undisclosed

10 - 49

Frisco, TX

Services provided

50% Accounting

17% HR Consulting

17% PEO/Employee Leasing +1 service

16% HR Outsourcing

Windsor HR Services, Inc. Is an Accounting company founded in 1999. The company specializes in Accounting and HR Consulting.
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DPLOYIT, Inc

Not yet reviewed

Undisclosed

Undisclosed

10 - 49

Addison, TX

Services provided

50% Accounting

25% Recruiting

25% Staffing

In Addison, Texas, DPLOYIT, Inc is an Accounting company. Their services include Accounting and Staffing.
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Garcia CPA, PC

Not yet reviewed

Undisclosed

Undisclosed

10 - 49

Plano, TX

Services provided

50% Accounting

25% Business Consulting

25% Financial Consulting

Based in Plano, Texas, Garcia CPA, PC is an Accounting company. The team offers Accounting and Business Consulting.
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Finclore

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Allen, TX

Services provided

30% Accounting

35% Tax Law

25% Commercial Financing +1 service

10% Fractional CFO Services

Finclore is a Tax Law company. Launched in 2025, the team specializes in Tax Law and Accounting.
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Infinity Globus - a springline company

Not yet reviewed

$1,000+

< $25 / hr

250 - 999

Dallas, TX

Services provided

45% Accounting

35% Finance & Accounting Outsourcing (FAO)

20% Tax Law

Infinity Globus - a springline company is an Accounting company. Located in Dallas, Texas, their team offers Accounting and Finance & Accounting Outsourcing (FAO).
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3gistix

Not yet reviewed

Undisclosed

Undisclosed

10 - 49

Dallas, TX

Services provided

20% Accounting

20% CRM Consulting and SI

20% Customer Service Outsourcing +2 services

20% E-Commerce Development

20% IT Managed Services

Founded in 2009, 3gistix, a small CRM consulting and SI company, is based in Dallas, Texas. Their team focuses on CRM consulting and SI and IT managed services.
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Evans & Knauth, CPA's

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Frisco, TX

Services provided

50% Accounting

25% Finance & Accounting Outsourcing (FAO)

15% Business Consulting +1 service

10% Corporate Training & Coaching

Headquartered in Frisco, Texas, Evans & Knauth, CPA's is an Accounting company. Their services include Accounting and Finance & Accounting Outsourcing (FAO).
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Kahiau Pacific LLC

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Frisco, TX

Services provided

50% Accounting

30% Business Consulting

10% HR Consulting +1 service

10% Recruiting

Kahiau Pacific LLC is an Accounting company. They focus on Accounting and Business Consulting and are in Frisco, Texas.
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A2 AutoCare

Not yet reviewed

$1,000+

$100 - $149 / hr

10 - 49

Plano, TX

Services provided

10% Accounting

75% Business Consulting

15% Business Valuation Services

Founded in 2019, A2 AutoCare is a Business Consulting company. The small team focuses on Business Consulting and Business Valuation Services.
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Xact Numbers

Not yet reviewed

Undisclosed

Undisclosed

Freelancer

Allen, TX

Services provided

100% Accounting

Located in Allen, Texas, Xact Numbers is an Accounting company. Their services include Accounting.
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Skytale Group

Not yet reviewed

$1,000+

$100 - $149 / hr

50 - 249

Dallas, TX

Services provided

25% Accounting

25% Commercial Financing

25% Financial Advising & Planning +1 service

25% Insurance Services & Brokers

Founded in 2017, Skytale Group is a Commercial Financing company. The agency offers Commercial Financing and Accounting, and is midsize.
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Lane Gorman Trubitt

Not yet reviewed

Undisclosed

Undisclosed

50 - 249

Dallas, TX

Services provided

65% Accounting

35% Business Consulting

Accounting company Lane Gorman Trubitt provides Accounting and Business Consulting. They are in Dallas, Texas.
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Calvetti Ferguson

Not yet reviewed

Undisclosed

Undisclosed

50 - 249

Dallas, TX

Services provided

20% Accounting

60% Compliance Consulting

5% Business Consulting +3 services

5% Business Valuation Services

5% Finance & Accounting Outsourcing (FAO)

5% IT Strategy Consulting

Calvetti Ferguson is a Compliance Consulting company. They were established in 2003 and provide Compliance Consulting and Accounting.
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Dallas, TX

2200 Ross Ave, Suite 3850
Dallas, TX 75201
21 - 30

(972) 848-6600

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Riveron

Not yet reviewed

Undisclosed

Undisclosed

250 - 999

Dallas, TX

Services provided

20% Accounting

70% Business Consulting

10% ERP Consulting and SI

Business Consulting company Riveron was founded in 2006. The team specializes in Business Consulting and Accounting and is located in Dallas, Texas.
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MB Accounting

Not yet reviewed

$1,000+

$200 - $300 / hr

10 - 49

Irving, TX

Services provided

40% Accounting

20% Finance & Accounting Outsourcing (FAO)

10% Business Consulting +3 services

10% Business Continuity Management

10% Finance Law

10% Financial Consulting

Small Accounting company MB Accounting, is based in Irving, Texas. Their services include Accounting and Finance & Accounting Outsourcing (FAO).
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Epstein & Co.

Not yet reviewed

Undisclosed

Undisclosed

10 - 49

Rockwall, TX

Services provided

65% Accounting

20% Business Consulting

15% Finance & Accounting Outsourcing (FAO)

Epstein & Co. Is an Accounting company. Based in Rockwall, Texas, the team provides Accounting and Business Consulting.
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SG Inc CPA

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Dallas, TX

Services provided

80% Accounting

20% Business Consulting

Accounting company SG Inc CPA is located in Dallas, Texas. The team offers Accounting and Business Consulting.
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Mikiba, LLC

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Allen, TX

Services provided

75% Accounting

15% Staffing

10% Back Office Outsourcing

Headquartered in Allen, Texas, Mikiba, LLC is an Accounting company. Launched in 2015, the team offers Accounting and Staffing.
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Gnesist LLC

5.0 2 reviews

$1,000+

$50 - $99 / hr

2 - 9

Richardson, TX

Services provided

30% Accounting

30% Finance & Accounting Outsourcing (FAO)

15% Business Consulting +2 services

15% Financial Consulting

10% Fractional CFO Services

Gnesist LLC is an accounting services firm specializing in bookkeeping, tax preparation, financial planning, and business consulting. With a 100% positive feedback rate, clients praise their affordability, responsiveness, and personalized approach. Reviewers consistently highlight their timely service and impressive client portal, making them a trusted partner for businesses seeking reliable financial management.

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Industry Experience

Gnesist LLC has received positive feedback primarily in the Business Services and Affiliate Management sectors. Clients commend their expertise in accounting, tax preparation, and financial planning, noting their proactive communication and personalized service. The overall sentiment is favorable, with businesses appreciating Gnesist's timely delivery, affordability, and the integration of technology in client interactions. Gnesist is well-suited for companies seeking reliable financial services and strategic consulting within these industries.
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Business services Other Industry

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Average Project Cost Breakdown

Less than $10,000 (1) $10,000 to $49,000 (1)

What Clients Have Said
Clients of Gnesist LLC consistently commend the company for its affordability and excellent value for money. One client highlighted their $200-per-month plan as reasonable and noted that Gnesist's services exceeded expectations, providing peace of mind and allowing focus on core business activities. Another client appreciated the alignment of Gnesist's pricing with their budget and described the firm as delivering above and beyond, making it a reliable choice for bookkeeping and tax services.
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2 of 2 Plano-based reviews are 5 stars

Less than $10,000 avg. project cost for Accounting services in Plano

Accounting project highlight

Accounting & Business Consulting for Women Empowerment Co
5.0 — Gnesist Accounting Firm provides accounting, tax preparation, and bookkeeping services for a women empowerment company. The team also provides business consulting, financial planning, and website Read more
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Review Rating from Clients

5.0/5.0

Quality

5.0

Schedule

5.0

Cost

5.0

Willing to Refer

5.0

In Dallas, Gnesist LLC is recognized for expert bookkeeping, tax preparation, and business consulting. Clients highlight their timely delivery, personalized approach, and advanced technology, which streamline financial management for diverse businesses, including women entrepreneurs and online revenue-generating companies.
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Alexander CPA PLLC

Not yet reviewed

Undisclosed

Undisclosed

10 - 49

Dallas, TX

Services provided

25% Accounting

25% Finance & Accounting Outsourcing (FAO)

25% Financial Advising & Planning +2 services

15% Financial Consulting

10% Business Consulting

Alexander CPA PLLC is a Dallas, Texas-based Finance & Accounting Outsourcing (FAO) company. Established in 2015, the team offers Finance & Accounting Outsourcing (FAO) and Accounting.
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Stratford Land (also known as The Stratford Company)

Not yet reviewed

Undisclosed

Undisclosed

10 - 49

Dallas, TX

Services provided

25% Accounting

25% Commercial Development

25% Commercial Property Management +1 service

25% Market Research

Launched in 1998, Stratford Land (also known as The Stratford Company) is a Market Research company. Located in Dallas, Texas, the team offers Market Research and Commercial Property Management.
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Peter Marshall & Company CPA

Not yet reviewed

Undisclosed

Undisclosed

10 - 49

Flower Mound, TX

Services provided

70% Accounting

10% Business Consulting

10% Finance & Accounting Outsourcing (FAO) +1 service

10% Financial Consulting

Peter Marshall & Company CPA is an Accounting company. They were launched in 1984, and their services include Accounting and Finance & Accounting Outsourcing (FAO).
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Alesa D. Downing CPA

Not yet reviewed

Undisclosed

Undisclosed

Freelancer

Allen, TX

Services provided

100% Accounting

Small Accounting company Alesa D. Downing CPA, is based in Allen, Texas. The team focuses on Accounting.
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Paula Field, CPA

Not yet reviewed

Undisclosed

Undisclosed

Freelancer

Allen, TX

Services provided

100% Accounting

Paula Field, CPA is an Accounting company. The team focuses on Accounting and is based in Allen, Texas.
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Su CPA, PLLC

Not yet reviewed

Undisclosed

Undisclosed

Freelancer

Plano, TX

Services provided

100% Accounting

Small Accounting company Su CPA, PLLC, is based in Plano, Texas. Their services include Accounting.
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Michelle L. Wright, CPA

Not yet reviewed

Undisclosed

Undisclosed

Freelancer

Plano, TX

Services provided

100% Accounting

Michelle L. Wright, CPA is an Accounting company. The team provides Accounting, and the company is located in Plano, Texas.
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Sudha Periasamy, CPA

Not yet reviewed

Undisclosed

Undisclosed

Freelancer

Allen, TX

Services provided

100% Accounting

Sudha Periasamy, CPA is a small Accounting company headquartered in Allen, Texas. The team offers Accounting.
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Charlene G Moffatt, PC

Not yet reviewed

Undisclosed

Undisclosed

Freelancer

Allen, TX

Services provided

100% Accounting

Charlene G Moffatt, PC is a small Allen, Texas-based Accounting company. Their services include Accounting.
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Accountant Ally

Not yet reviewed

$1,000+

< $25 / hr

2 - 9

Dallas, TX

Services provided

100% Accounting

Accounting company Accountant Ally is located in Dallas, Texas. Their services include Accounting.
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Jean Boenker Hood CPA

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Lewisville, TX

Services provided

100% Accounting

Jean Boenker Hood CPA is an Accounting company. The Lewisville, Texas-based company was launched in 2015. Their services include Accounting.
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TrendHR

Not yet reviewed

Undisclosed

Undisclosed

10 - 49

Rockwall, TX

Services provided

50% Accounting

50% HR Consulting

TrendHR is an Accounting and HR Consulting company. They offer Accounting and HR Consulting and were founded in 1997. The firm is based in Rockwall, Texas.
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ALICIA SANDERS CPA PC

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Dallas, TX

Services provided

100% Accounting

Small Accounting company ALICIA SANDERS CPA PC, is headquartered in Dallas, Texas and DeSoto, Texas. Their services include Accounting.
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KHA Accountants

Not yet reviewed

Undisclosed

Undisclosed

10 - 49

Flower Mound, TX

Services provided

60% Accounting

20% Finance & Accounting Outsourcing (FAO)

10% Business Consulting +1 service

10% Financial Consulting

KHA Accountants is an Accounting company. Founded in 1973, the firm specializes in Accounting and Finance & Accounting Outsourcing (FAO).
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Perfectly Kept Books, LLC

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Dallas, TX

Services provided

100% Accounting

Perfectly Kept Books, LLC, a small Accounting company, is based in Dallas, Texas. Their services include Accounting.
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Merki & Associates

Not yet reviewed

Undisclosed

Undisclosed

10 - 49

Denton, TX

Services provided

85% Accounting

15% Business Consulting

Merki & Associates is an Accounting company. They are based in Denton, Texas, and their services include Accounting and Business Consulting.
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Ranjeet Koirala CPA

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Irving, TX

Services provided

100% Accounting

Ranjeet Koirala CPA is a small Irving, Texas-based Accounting company. Their services include Accounting.
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Pine and Company , CPA's

Not yet reviewed

Undisclosed

Undisclosed

10 - 49

Keller, TX

Services provided

75% Accounting

25% Business Consulting

Launched in 2014, Pine and Company , CPA's is an Accounting company. The agency provides Accounting and Business Consulting.
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Swanson Reed | Specialist R&D Tax Advisors

5.0 10 reviews

$25,000+

< $25 / hr

10 - 49

Fort Worth, TX

Services provided

100% Accounting

Swanson Reed | Specialist R&D Tax Advisors is a consultancy firm specializing in R&D tax advisory services. They are highly regarded for their technical expertise, particularly in the medical technology sector, securing substantial tax credits that exceeded client expectations by 18%. Clients appreciate their exemplary project management and technical literacy, with positive feedback present in 100% of reviews.

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1 of 1 reviews is 5 stars

1 new review for Accounting services

Less than $10,000 avg. project cost

Reviewed 1 time in the past 6 months
Recent reviews of Swanson Reed | Specialist R&D Tax Advisors highlight their exemplary project management and deep technical knowledge, particularly in the medical technology sector. A client from VitalSync Medical Systems noted their ability to secure a tax credit exceeding expectations, crediting precise technical reporting and efficient communication. While a digital platform for real-time tracking was suggested for improvement, the overall sentiment remains highly positive, emphasizing their value and expertise in navigating complex R&D tax claims.
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1 of 1 Accounting reviews are 5 stars

1 new review for Accounting in past 6 months

Less than $10,000 avg. project cost

Accounting PROJECT HIGHLIGHT

Financial Consulting & Audit for MedTech Company
5.0 — Swanson Reed | Specialist R&D Tax Advisors conducted a technical audit of a medtech company's R&D work. The team prepared technical narratives, calculated qualifying expenditures, and managed the Read more
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Industry Experience

Swanson Reed | Specialist R&D Tax Advisors has demonstrated strong expertise in the medical industry, particularly in remote patient monitoring and diagnostic software development. Clients commend their technical literacy and meticulous project management, leading to significantly higher R&D tax credits. The overall sentiment is positive, emphasizing their ability to navigate complex technical challenges effectively. Their strengths include detailed technical audits and clear communication, making them a valuable partner for healthcare technology companies seeking tax incentive support.
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Average Project Cost Breakdown

Less than $10,000 (1)

What Clients Have Said
Clients consistently noted that Swanson Reed offers exceptional value for money, with one CTO highlighting that their pricing fit within budget while delivering good value. The successful claim of 18% more in R&D offsets than anticipated further underscores their effectiveness in maximizing financial returns. Overall, the sentiment reflects satisfaction with the cost-effectiveness of their services, demonstrating a strong alignment between pricing and the value provided.
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E4U Solutions LLC

5.0 1 review

Undisclosed

Undisclosed

2 - 9

Dallas, TX

Services provided

50% Accounting

25% Commercial Financing

25% Financial Advising & Planning

E4U Solutions LLC specializes in Tax Preparation, Financial Reporting, and monthly financial reviews for businesses across multiple jurisdictions. Reviews highlight their professionalism, effective communication, and alignment with client values, noting significant progress in documentation and tax filings. Clients appreciate their cost-effective services and consistent results, with no immediate areas for improvement identified.

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FAS Accounting

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Frisco, TX

Services provided

25% Accounting

25% Financial Advising & Planning

25% Financial Consulting +1 service

25% Insurance Services & Brokers

Founded in 2025, FAS Accounting is an Accounting company. The firm focuses on Accounting and Financial Advising & Planning, and is small.
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Eminent Business Advisors LLC

Not yet reviewed

Undisclosed

< $25 / hr

2 - 9

Prosper, TX

Services provided

50% Accounting

25% Business Consulting

25% Finance & Accounting Outsourcing (FAO)

Eminent Business Advisors LLC is an Accounting company established in 2024. Based in Prosper, Texas, the team specializes in Accounting and Business Consulting.
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bshaccounting

Not yet reviewed

Undisclosed

$25 - $49 / hr

2 - 9

Dallas, TX

Services provided

35% Accounting

35% Business Consulting

30% Finance & Accounting Outsourcing (FAO)

Business Consulting company bshaccounting is in Dallas, Texas. Established in 2000, the team specializes in Business Consulting and Accounting.
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Estrella Group LLC

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Dallas, TX

Services provided

20% Accounting

20% Cybersecurity

20% Graphic Design +2 services

20% Logistics & Supply Chain Consulting

20% Web Development

Accounting company Estrella Group LLC is headquartered in Dallas, Texas. The team specializes in Accounting and Graphic Design.
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The Burns Firm Capital

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Dallas, TX

Services provided

20% Accounting

30% Financial Advising & Planning

20% Commercial Financing +2 services

20% Funding & Investment

10% Business Consulting

Financial Advising & Planning company The Burns Firm Capital was established in 2018. The team specializes in Financial Advising & Planning and Commercial Financing and is located in Dallas, Texas.
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Aspen HR

Not yet reviewed

Undisclosed

Undisclosed

50 - 249

Dallas, TX

Services provided

25% Accounting

25% HR Consulting

25% HR Outsourcing +1 service

25% PEO/Employee Leasing

Aspen HR is an Accounting company. Their midsize team is located in Walnut Creek, California and Chicago, Illinois. Their services include Accounting and PEO/Employee Leasing.
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Dallas, TX

200 Crescent Court
Dallas, TX 75201
2 - 5

(972) 362-1842

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Valor Mineral Management

5.0 1 review

$10,000+

$150 - $199 / hr

10 - 49

Fort Worth, TX

Services provided

50% Accounting

50% Business Consulting

Valor Mineral Management is a company specializing in oil and gas record management and digitization services. Reviewers unanimously praise their expertise in streamlining processes and improving business efficiency, with 100% positive feedback highlighting their excellent project management and record organization capabilities. Valor Mineral Management is recommended for businesses seeking efficient management of extensive mineral and lease records.

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Industry Experience

Valor Mineral Management has received positive feedback primarily from the Energy & Natural Resources sector. Clients highlight their expertise in digitizing historical records for oil and gas operations, resulting in increased efficiency and accurate data management. Their strengths lie in project management, accuracy in lease negotiations, and thoroughness in recordkeeping. Overall, the sentiment is highly favorable, making them a strong fit for clients needing solutions in the oil and gas industry.
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Energy & natural resources

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Average Project Cost Breakdown

What Clients Have Said
Clients have expressed high satisfaction with Valor Mineral Management's cost-effectiveness, particularly highlighting the significant value derived from their services. One client noted that the digitization of over 100 years of records has greatly improved operational efficiency and accuracy. Additionally, the project management was described as excellent, with no reported areas for improvement. Overall, clients feel that Valor delivers substantial value for the investment, particularly for those needing extensive recordkeeping.
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Review Rating from Clients

5.0/5.0

Quality

5.0

Schedule

5.0

Cost

5.0

Willing to Refer

5.0

Fort Worth-based Valor Mineral Management excels in digitizing and managing oil and gas records, streamlining operations for clients with extensive, historical mineral interests. Their expertise in data accuracy, lease negotiations, and project management has significantly increased efficiency and record accessibility for local oil and gas companies.
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Barr Advanced Tax Solutions

Not yet reviewed

Undisclosed

Undisclosed

50 - 249

Southlake, TX

Services provided

25% Accounting

25% Financial Advising & Planning

25% Financial Consulting +1 service

25% Tax Law

Barr Advanced Tax Solutions, an Accounting company, is in Southlake, Texas. Their services include Accounting and Financial Advising & Planning.
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