Top Tax Preparation Services in Plano
187 Companies
List of the Top Plano Tax Preparation Companies
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Afrishore BPO
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$5,000+< $25 / hr250 - 999Dallas, TXServices provided
10% Accounting50% Call Center Services35% Customer Service Outsourcing +15% Marketing StrategyFocus Areas
20% Tax Preparation50% Corporate Tax Services20% Value Added Tax (VAT) Services +110% Tax AuditSee all 3 projectsAfrishore BPO is a company specializing in lead generation, customer service support, and back-office functions. The feedback is overwhelmingly positive, with 100% of reviewers highlighting their professionalism, on-time delivery, and alignment with client values. Clients commend their warmth, flexibility, and excellent project management skills, with no areas identified for improvement.
Average Project Cost Breakdown
Read All ReviewsWhat Clients Have Said
Clients consistently highlight Afrishore BPO's competitive pricing and excellent value for money. One COO noted their pricing fit within budget while providing impressive results and professionalism. Similarly, a CEO emphasized that Afrishore's services met benchmarks for cost-effectiveness and quality. A founder of a fitness startup appreciated their good value for cost and alignment with company values. Overall, feedback reflects satisfaction with the balance of cost and service quality.Was this helpful?
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This provider is fluent in 6 languages:
- English
- French
- Portuguese
- German
- Italian
- Dutch
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See All Locations (2)Dallas, TX
4615 Briar Oaks Circle
Dallas, TX 752872 - 5
+27 101 095 888
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$1,000+Undisclosed1,000 - 9,999Irving, TX
Services provided
60% Accounting25% Finance & Accounting Outsourcing (FAO)15% Fractional CFO ServicesFocus Areas
60% Tax Preparation20% Tax Audit20% Tax ConsultingSee all 10 projectsPacific Accounting & Business Services specializes in comprehensive accounting services, including bookkeeping, financial reporting, tax preparation, and financial analysis. They are highly regarded, with 100% of reviews highlighting their timely delivery and excellent communication. Clients commend their efficiency and high-level attention to detail, with 83% noting their good value for cost and adaptability to client needs.
Reviews mention Communicative
Client feedback consistently highlights Pacific Accounting & Business Services' strong communication skills. One client noted, "They communicate clearly at all times," while another emphasized their "high level of communication" and proactive engagement in discussions. Clients appreciated their responsiveness, with one stating, "When there are hiccups, good communications" were maintained. Overall, the sentiment regarding their communicative approach is overwhelmingly positive, reflecting a commitment to transparency and client satisfaction.-
Accounting Services for Automotive Repair Co
5.0 Sep 3, 2025They deliver as promised. They communicate clearly at all times. The people truly care and are very friendly. High knowledge of their craft. They always go beyond what I expect.
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Accounting Services for Auto Repair Company
5.0 Sep 2, 2025The project management was effective; they delivered items on time, and when there are hiccups, good communications ensured everything stayed on track. We primarily communicated through virtual meetings and emails, which were efficient. They were always willing to work with us to develop solutions, showcasing their commitment to effective communication and collaboration.
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Outsourced Accounting for Business Services Company
5.0 Sep 15, 2025Pacific Accounting & Business Services delivers on time and exceeds expectations. Our team had varied expectations, and some members were hesitant about entering into a contract with an offshore team. However, each person on the team has been incredibly pleased with Pacific Accounting & Business Services' work. We primarily communicate via Microsoft Teams. We also have weekly video chats and can communicate via Karbon. Pacific Accounting & Business Services' level of communication is incredibly high. The team has also made recommendations for processes or worksheets that we've implemented throughout our organization.
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5 of 6 Accounting reviews are 5 stars6 new reviews for Accounting in past 6 months$50,000 – $199,999 avg. project costRead 6 ReviewsAccounting PROJECT HIGHLIGHT
Outsourced Accounting for Business Services Company
5.0 — Pacific Accounting & Business Services offers outsourced accounting services for a business services company's end clients. Tasks include data entry, bank reconciliations, cash applications, and Read moreWas this helpful?
Industry Experience
Pacific Accounting & Business Services has demonstrated strong expertise across various industries, including Nonprofit, Retail, Financial Services, Automotive, and Business Services. Clients noted their efficiency, thorough communication, and ability to streamline financial processes, leading to improved workflows and timely reporting. Sentiment is overwhelmingly positive, particularly in Nonprofit and Automotive sectors, where the company is praised for its cultural alignment and attentive client service. This provider is well-suited for organizations seeking reliable bookkeeping and financial management support.
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Nonprofit Financial services Automotive Retail Business servicesWas this helpful?
Average Project Cost Breakdown
Read All ReviewsWhat Clients Have Said
Clients consistently highlight Pacific Accounting & Business Services' competitive pricing and strong value for money. One client noted that their pricing fit within budget and provided great value for the cost. Another emphasized the reasonable pricing and high-quality service received, stating, "Price. Quality. Timeliness." Overall, the sentiment reflects satisfaction with the cost-effectiveness of their services, as multiple reviews mention good value and alignment with budgetary constraints.Was this helpful?
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UndisclosedUndisclosed50 - 249Dallas, TX
Services provided
50% Accounting50% Fractional CFO ServicesFocus Areas
25% Tax Preparation30% Corporate Tax Services25% Tax Consulting +210% Cryptocurrency Tax Services10% International Tax ServicesSee all 2 projectsDCG | CPA and Management Consulting Firm specializes in Accounting Services, offering expertise in Bookkeeping, Tax Preparation, Financial Analysis, and CFO roles. Reviews highlight their effective project management, with 100% of clients praising their timely delivery and comprehensive financial support. Clients commend DCG’s exceptional expertise and reliable 24/7 support, noting improved financial operations and compliance.
Reviews mention Timely
Clients consistently express satisfaction with DCG | CPA and Management Consulting Firm's timely delivery of services. One client highlighted that deliverables were completed on time and noted the firm's quick responsiveness to requests. They appreciated the continuous support provided by a team of experts, which ensured that financial operations were never stalled. Overall, the sentiment regarding timeliness is overwhelmingly positive, indicating that DCG meets or exceeds client expectations in this area.-
Accounting Services for Nonprofit Health Clinic
5.0 Aug 7, 2023Delivered on time and as expected. They respond very quickly to items and follow through on the deliverables.
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1 of 1 Tax Preparation reviews is 5 starsUnknown avg. project costTax Preparation Experience
Overall, client feedback on DCG | CPA and Management Consulting Firm's Tax Preparation services is highly positive, with 100% of reviewers expressing satisfaction. Key strengths include their expertise in tax filings and financial management, with clients noting successful and timely submissions. Notably, 100% of clients appreciated the firm's responsiveness and personalized consulting approach, which fostered confidence in financial projections. Reviewers highlighted the firm's alignment with company values and emphasized their superior service compared to previous providers.
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2 of 2 Accounting reviews are 5 stars$10,000 – $49,000 avg. project costRead 2 ReviewsAccounting PROJECT HIGHLIGHT
Accounting Services for Nonprofit Health Clinic
5.0 — DCG | CPA and Management Consulting Firm oversees the financial aspects of a nonprofit health clinic. The team manages accounts payable, payroll, monthly reporting, cash flow forecasting, and more. Read moreWas this helpful?
Industry Experience
DCG | CPA and Management Consulting Firm has received positive feedback across various industries, particularly in Healthcare and Advertising & Marketing. Clients commend their expertise in financial management, including tax preparation and cash flow forecasting, highlighting their ability to streamline financial operations. In Healthcare, they facilitate comprehensive financial oversight for nonprofits, while in Advertising, they ensure compliance and effective financial modeling. Overall, the firm is recognized for its responsiveness, cultural fit, and impact on enhancing financial health.
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Healthcare Advertising & marketingWas this helpful?
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$1,000+$100 - $149 / hr2 - 9Richardson, TX
Services provided
100% AccountingFocus Areas
50% Tax Preparation50% Tax ConsultingSee all 2 projectsL.V. Browne, CPA is an accounting services firm specializing in Tax Preparation, Bookkeeping, and Financial Reporting. They are praised for their reliable service, effective communication, and personalized financial guidance, with 100% positive feedback from clients noting improved business management and financial health. Clients appreciate direct access to leadership and timely delivery of services.
Reviews mention Accessible
Clients have expressed a highly positive sentiment regarding the accessibility of L.V. Browne, CPA. One CEO noted, "I have direct access to Lakeesha, as needed," highlighting the ease of communication. Additionally, the firm provides timely reminders and is responsive to inquiries, ensuring that clients feel supported and informed. Overall, the feedback indicates that L.V. Browne, CPA is committed to being approachable and available, fostering a strong relationship with their clients.-
Accounting & Financial Consulting for Engineering Company
5.0 Aug 9, 2024They are great at sending reminders for me to get the information they need to prepare my reports and they always provide them in a timely manner. They also work with me during tax time to ensure all deadlines are met and that any questions I have are answered. I have direct access to Lakeesha, as needed. Although she has a team helping her out with the work, I know that she has her hands in everything that goes on within the company.
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Industry Experience
L.V. Browne, CPA has demonstrated strong expertise in diverse industries, notably Engineering and Retail. Clients from the Engineering sector commend their tax preparation and financial reporting, highlighting significant business growth. Retail clients appreciate their efficient bookkeeping and tax management, especially in resolving past overpayments. Overall, feedback emphasizes their professionalism, timely communication, and a personalized approach, making them a suitable partner for businesses needing reliable financial management across these industries.
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Engineering RetailWas this helpful?
Average Project Cost Breakdown
Read All ReviewsWhat Clients Have Said
Clients of L.V. Browne, CPA consistently report satisfaction with the company's pricing and overall value. One CEO noted that the firm's pricing fit their budget and provided great value, contributing to significant business growth. Another client emphasized the ease of managing taxes and bookkeeping, stating that they felt their company was in good hands. Overall, the sentiment reflects a strong appreciation for the cost-effectiveness and quality of services provided by L.V. Browne, CPA.Was this helpful?
More responsive than most other service providers
Get in TouchL.V. Browne, CPA is very responsive
They are a great candidate to start a conversation with. Send them a short message or project inquiry.Was this helpful?
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$1,000+Undisclosed10 - 49Dallas, TX
Services provided
50% Accounting20% Back Office Outsourcing20% Finance & Accounting Outsourcing (FAO) +110% Tax LawFocus Areas
25% Tax Preparation25% Tax Audit25% Tax Consulting +310% Corporate Tax Services10% International Tax Services5% Value Added Tax (VAT) ServicesSee all 3 projectsBookkeeperLive is a company specializing in accounting services, including bookkeeping and financial statement preparation. Based on the reviews, 100% of the feedback is positive, highlighting their timely processing of invoices and exceptional responsiveness. Clients appreciate their capability to efficiently manage accounts payable across different time zones.
Reviews mention Timely
Clients consistently commend BookkeeperLive for their timeliness and responsiveness. One client highlighted that they completed business setup and delivered necessary certificates within two working days, stating, 'They are always on time and go one step ahead.' Another client noted their effectiveness in processing invoices promptly, ensuring expenses were accurately recorded each month. Overall, the sentiment regarding timeliness is overwhelmingly positive, with no reported issues from clients.-
Accounts Payable Services for Printing Company
5.0 Aug 28, 2025Processed invoices timely and was always responsive to emails. Their ability to work in a different time zone and meet all requirements stood out.
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1 of 1 Accounting reviews are 5 stars1 new review for Accounting in past 6 months$10,000 – $49,000 avg. project costRead 1 ReviewAccounting PROJECT HIGHLIGHT
Accounts Payable Services for Printing Company
5.0 — BookkeeperLive provides accounts payable services for a printing company. The team has processed invoices and managed communications. Read moreWas this helpful?
Industry Experience
BookkeeperLive has demonstrated expertise primarily in the Advertising & Marketing and Print Services industries, providing valuable services such as bookkeeping, tax preparation, and investment consulting. Clients commend their timely delivery, responsiveness, and strong communication skills. Overall sentiment in these industries is highly positive, highlighting the company's ability to align with client goals and add significant value through their comprehensive support and strategic insights.
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Advertising & marketing Other industriesWas this helpful?
Average Project Cost Breakdown
Read All ReviewsWhat Clients Have Said
Clients consistently highlight BookkeeperLive's competitive pricing and strong value for money. One client noted that their selection was influenced by the company's 'good value for cost' and 'pricing fit our budget.' Another client echoed this sentiment, emphasizing BookkeeperLive's ability to deliver timely services while maintaining affordability. Overall, the feedback reflects a positive sentiment regarding the company's cost-effectiveness and alignment with client expectations.Was this helpful?
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$1,000+$25 - $49 / hr50 - 249Frisco, TX
Services provided
90% Accounting10% Generative AIFocus Areas
100% Tax PreparationBillingFreedom is a midsize Accounting company founded in 2018. Their services include Accounting and Generative AI.
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UndisclosedUndisclosed10 - 49Dallas, TX
Services provided
80% Accounting10% Business Consulting10% Financial ConsultingFocus Areas
100% Tax PreparationSee all 3 projectsGurian CPA, a Dallas CPA firm, tax accountancy and business advisory founded to fill a void in the accounting services area. The firm’s approach is to work with you throughout the year – not
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UndisclosedUndisclosed10 - 49Allen, TX
Services provided
100% AccountingFocus Areas
100% Tax PreparationApexvision Tax and Accounting Solutions, a small Accounting company, is in Allen, Texas. Their services include Accounting.
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$1,000+< $25 / hr50 - 249Carrollton, TX
Services provided
15% Accounting40% Back Office Outsourcing30% IT Staff Augmentation +115% TruckingFocus Areas
25% Tax Preparation20% Corporate Tax Services20% International Tax Services +415% Cryptocurrency Tax Services10% Tax Consulting5% Tax Audit5% Value Added Tax (VAT) ServicesSee all 3 projectsGravityBPO is a direct marketing and telemarketing service provider that excels in generating leads. Reviews indicate a predominantly positive experience, noting their initial company analysis as particularly impressive. However, there is room for improvement in expanding their team. Overall, they have effectively enhanced sales through their marketing strategies.
Industry Experience
GravityBPO has demonstrated expertise primarily in the IT services industry, notably within blockchain and medical sectors. Clients praised their thorough analysis and effective telemarketing strategies that resulted in positive lead generation and sales growth. Overall, feedback highlights their analytical strengths and impactful project management, though some reviews suggest a need for team expansion. Potential clients in IT, particularly those focusing on blockchain and medical services, may find GravityBPO to be a suitable partner.
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IT ServicesWas this helpful?
Average Project Cost Breakdown
Read All ReviewsWhat Clients Have Said
Clients generally perceive GravityBPO as offering good value for money, particularly highlighting their thorough initial analysis of existing marketing efforts. For instance, one client noted a $9,000 investment led to substantial lead generation, which positively impacted their sales. While there were initial delays in performance, the overall sentiment is favorable, with clients recommending the company for its insightful services, albeit suggesting the need for team expansion.Was this helpful?
See All Locations (2)Carrollton, TX
2668 Waterford Way, Carrollton TX 75006
Carrollton, TX 750066 - 9
14094397100
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UndisclosedUndisclosed1,000 - 9,999Dallas, TX
Services provided
50% Accounting25% Business Consulting15% Finance & Accounting Outsourcing (FAO) +110% CybersecurityFocus Areas
17% Tax Preparation17% Tax Audit17% Tax Consulting +413% Corporate Tax Services13% International Tax Services13% Value Added Tax (VAT) Services10% Cryptocurrency Tax ServicesFORVIS is an Accounting company established in 1923. Their team offers Accounting and Business Consulting.
Read moreDallas, TX
14241 Dallas Pkwy Suite 1100
Dallas, TX 75254101 - 150
972-702-8262
See All Locations (73)Dallas, TX
3090 Nowitzki Way, Suite 300
Dallas, TX 7521941 - 49
9728454631
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UndisclosedUndisclosed2 - 9Dallas, TX
Services provided
80% Accounting20% Business ConsultingFocus Areas
100% Tax PreparationAccounting company Ablon and Company, PLLC is located in Dallas, Texas. They focus on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Dallas, TX
Services provided
70% Accounting30% Business ConsultingFocus Areas
100% Tax PreparationThe Burns Firm, Ltd., a small Accounting company, is based in Dallas, Texas. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Plano, TX
Services provided
100% AccountingFocus Areas
100% Tax PreparationChapman Hickman-Riggs & Riggs PLLC is a Plano, Texas-based Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Plano, TX
Services provided
100% AccountingFocus Areas
100% Tax PreparationRobert Gonzalez, CPA PC is an Accounting company. The team is located in Plano, Texas, and their services include Accounting.
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UndisclosedUndisclosed2 - 9Dallas, TX
Services provided
80% Accounting10% Business Consulting10% Financial ConsultingFocus Areas
100% Tax PreparationAccounting company J Chester & Associates, Inc Dallas CPA Firm is located in Dallas, Texas. The team offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Plano, TX
Services provided
85% Accounting15% Business ConsultingFocus Areas
100% Tax PreparationShamshiri CPA Group, PLLC is an Accounting company. The Plano, Texas-based agency was founded in 2016. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Frisco, TX
Services provided
90% Accounting10% Finance & Accounting Outsourcing (FAO)Focus Areas
100% Tax PreparationHensley CPA Firm is an Accounting company. The team focuses on Accounting and Finance & Accounting Outsourcing (FAO), and the agency is based in Frisco, Texas and Bonita Springs, Florida.
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UndisclosedUndisclosed10 - 49Dallas, TX
Services provided
70% Accounting30% Business ConsultingFocus Areas
100% Tax PreparationMcKinnon Patten & Associates is an Accounting company established in 1969. The company offers Accounting and Business Consulting, and is small.
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UndisclosedUndisclosed2 - 9Plano, TX
Services provided
100% AccountingFocus Areas
100% Tax PreparationEstablished in 1994, Jeramy Smith, CPA is a small Plano, Texas-based Accounting company. Their team offers Accounting.
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UndisclosedUndisclosed10 - 49Dallas, TX
Services provided
100% AccountingFocus Areas
100% Tax PreparationKurtz & Co. Is an Accounting company. Established in 1992, the company is in Dallas, Texas. Their team offers Accounting.
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UndisclosedUndisclosed10 - 49Addison, TX
Services provided
65% Accounting20% Business Consulting15% Finance & Accounting Outsourcing (FAO)Focus Areas
100% Tax PreparationBKM Sowan Horan is an Accounting company. The small Addison, Texas-based team specializes in Accounting and Business Consulting. The agency was founded in 2010.
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UndisclosedUndisclosed2 - 9McKinney, TX
Services provided
100% AccountingFocus Areas
100% Tax PreparationDavid Kesel, CPA is an Accounting company. The firm is located in McKinney, Texas. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Dallas, TX
Services provided
100% AccountingFocus Areas
100% Tax PreparationHeadquartered in Dallas, Texas, Renee Solinger CPA is an Accounting company. They focus on Accounting.
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UndisclosedUndisclosed10 - 49Plano, TX
Services provided
60% Accounting20% Business Consulting20% Finance & Accounting Outsourcing (FAO)Focus Areas
100% Tax PreparationLaunched in 1987, Smith & Smith CPA's , a small Accounting company, is in Arlington, Texas and Seagoville, Texas. Their team provides Accounting and Finance & Accounting Outsourcing (FAO).
Read moreSee All Locations (4)Plano, TX
3700 w 15th st, Suite 103B
Plano, TX 7507510 - 15
972.734.1779
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UndisclosedUndisclosed2 - 9Frisco, TX
Services provided
80% Accounting20% Finance & Accounting Outsourcing (FAO)Focus Areas
100% Tax PreparationJ Dixon Tax Advisory Services is a small Accounting company headquartered in Frisco, Texas. Their services include Accounting and Finance & Accounting Outsourcing (FAO).
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UndisclosedUndisclosed10 - 49Addison, TX
Services provided
70% Accounting30% Business ConsultingFocus Areas
100% Tax PreparationPK Cannabis is a small Accounting company launched in 1998. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Allen, TX
Services provided
100% AccountingFocus Areas
100% Tax PreparationGibson, CPA is an Accounting company based in Allen, Texas. Founded in 2011, the team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Allen, TX
Services provided
100% AccountingFocus Areas
100% Tax PreparationEstablished in 1981, Pitts & Pitts CPA is an Accounting company. The small team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Allen, TX
Services provided
100% AccountingFocus Areas
100% Tax PreparationDevonshire Tax Service is an Accounting company. They are in Allen, Texas, and their services include Accounting.
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UndisclosedUndisclosed2 - 9Allen, TX
Services provided
100% AccountingFocus Areas
100% Tax PreparationShammah Solutions is an Accounting company founded in 2018. The team focuses on Accounting.
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UndisclosedUndisclosed10 - 49Allen, TX
Services provided
90% Accounting10% Business ConsultingFocus Areas
100% Tax PreparationAccounting company Washington Enterprise Tax Services is located in Allen, Texas. They provide Accounting and Business Consulting and were launched in 2010.
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UndisclosedUndisclosed10 - 49Allen, TX
Services provided
80% Accounting20% Business ConsultingFocus Areas
100% Tax PreparationShost & Company, P.C. Is an Accounting company founded in 1986. Their team offers Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Allen, TX
Services provided
80% Accounting10% Business Consulting10% Finance & Accounting Outsourcing (FAO)Focus Areas
100% Tax PreparationCampbell & Company PC is an Accounting company launched in 1978. The team provides Accounting and Finance & Accounting Outsourcing (FAO) and is located in Allen, Texas.
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UndisclosedUndisclosed10 - 49Allen, TX
Services provided
100% AccountingFocus Areas
100% Tax PreparationGregory S. Delk, CPA is an Accounting company. Their small team is based in Allen, Texas. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Dallas, TX
Services provided
100% AccountingFocus Areas
100% Tax PreparationPulliam & Cable, PC is an Accounting company. In Dallas, Texas, the company was established in 1998. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Addison, TX
Services provided
75% Accounting25% Business ConsultingFocus Areas
100% Tax PreparationBailes & Co., P.C. Is an Accounting company. Their small team is located in Tyler, Texas and Addison, Texas. Their services include Accounting and Business Consulting.
Read moreSee All Locations (2)Addison, TX
16051 Addison Rd Suite 214,
Addison, TX 750012 - 5
+1.903.561.5859
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UndisclosedUndisclosed2 - 9Richardson, TX
Services provided
100% AccountingFocus Areas
100% Tax PreparationAntega LLC is an Accounting company. Located in Richardson, Texas, the company focuses on Accounting.
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UndisclosedUndisclosed2 - 9Allen, TX
Services provided
100% AccountingFocus Areas
100% Tax PreparationMillionaires Tax Consultants LLC is an Accounting company. Their small team is located in Allen, Texas. Their team focuses on Accounting.
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UndisclosedUndisclosed2 - 9McKinney, TX
Services provided
65% Accounting20% Business Consulting15% Finance & Accounting Outsourcing (FAO)Focus Areas
100% Tax PreparationJohn Harman, CPA is an Accounting company based in McKinney, Texas. Established in 1990, the team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Plano, TX
Services provided
50% Accounting25% Business Consulting25% Financial ConsultingFocus Areas
100% Tax PreparationBased in Plano, Texas, Garcia CPA, PC is an Accounting company. The team offers Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Plano, TX
Services provided
80% Accounting10% Business Consulting10% Finance & Accounting Outsourcing (FAO)Focus Areas
25% Tax Preparation25% Corporate Tax Services25% Tax Audit +125% Tax ConsultingJones Square Financial Services, a small Accounting company, is based in Plano, Texas. The team specializes in Accounting and Finance & Accounting Outsourcing (FAO).
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$5,000+$25 - $49 / hr50 - 249Allen, TX
Services provided
100% AccountingFocus Areas
20% Tax Preparation15% International Tax Services15% Tax Audit +415% Tax Consulting15% Value Added Tax (VAT) Services10% Corporate Tax Services10% Cryptocurrency Tax ServicesSee all 1 projectsIntellgus is a trusted outsourced accounting company in the USA, helping businesses of all sizes streamline their financial operations with precision and care. With a dedication to excellence, we
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$1,000+Undisclosed2 - 9Plano, TX
Services provided
100% AccountingFocus Areas
20% Tax Preparation40% Tax Consulting30% Corporate Tax Services +110% Tax AuditWalton CPA PC is an Accounting company launched in 1996. The team offers Accounting and is based in Plano, Texas.
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UndisclosedUndisclosed2 - 9Frisco, TX
Services provided
50% Accounting25% Finance & Accounting Outsourcing (FAO)15% Business Consulting +110% Corporate Training & CoachingFocus Areas
100% Tax PreparationHeadquartered in Frisco, Texas, Evans & Knauth, CPA's is an Accounting company. Their services include Accounting and Finance & Accounting Outsourcing (FAO).
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UndisclosedUndisclosed50 - 249Dallas, TX
Services provided
10% Accounting20% Business Valuation Services15% Commercial Financing +715% Funding & Investment10% Business Consulting10% Financial Consulting5% Corporate Law5% Family Law5% Finance Law5% Tax LawFocus Areas
50% Tax Preparation50% Tax ConsultingMercer Capital is a Business Valuation Services company. Established in 1982, their team specializes in Business Valuation Services and Commercial Financing.
Read moreSee All Locations (2)Dallas, TX
12221 Merit Dr., Suite 975
Dallas, TX 752512 - 5
214.468.8400
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UndisclosedUndisclosed10 - 49Dallas, TX
Services provided
20% Accounting30% Financial Advising & Planning20% Finance & Accounting Outsourcing (FAO) +215% Business Consulting15% Financial ConsultingFocus Areas
20% Tax Preparation40% Corporate Tax Services40% Tax ConsultingCMH Advisors, PLLC is a Financial Advising & Planning company. Located in Dallas, Texas, the agency focuses on Financial Advising & Planning and Finance & Accounting Outsourcing (FAO).
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Undisclosed$50 - $99 / hr2 - 9Grapevine, TX
Services provided
87% Accounting10% Finance & Accounting Outsourcing (FAO)3% Business ConsultingFocus Areas
100% Tax PreparationSee all 2 projectsProfit Matters Bookkeeping is an accounting services firm specializing in bookkeeping, financial analysis, and CFO services. Reviews highlight their innovative use of technology and exceptional responsiveness, with 100% of reviewers appreciating their technological integration and communication efficiency. Clients report significant cost savings and enhanced business decision-making, demonstrating their effectiveness in financial reporting and analysis.
Reviews mention High-quality work
Clients consistently praise Profit Matters Bookkeeping for their high-quality work, noting their effective use of technology and responsiveness. One client highlighted that Profit First not only closed their books quickly but also provided real-time data and detailed financial analysis, which improved decision-making. The owner’s personal involvement and the team's adaptability to feedback further enhance client satisfaction, leading to a strong sentiment of trust and reliability in their services.-
Bookkeeping & CFO Services for Software Development Company
5.0 Nov 15, 2018Beyond being our bookkeeper, they’ve helped us make better business decisions by giving reports with granular details about where our funds are going and ought to be going. Our cost-savings have more than paid for Profit First. I reviewed everything they did for the first month and alerted them to some things they still needed to account for. Next month, however, all those things were done accurately.
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Average Project Cost Breakdown
Read All ReviewsWhat Clients Have Said
Clients of Profit Matters Bookkeeping express strong satisfaction with the company's value for money, noting that their costs are competitive and often lower than previous bookkeeping arrangements. For instance, one client transitioned from spending $500 to $2,400 per month for enhanced services while still saving overall. Another client started at $400 per month and has appreciated the innovative, technology-driven approach and personalized service. Overall, the sentiment reflects a positive assessment of cost-effectiveness and added value.Was this helpful?
2 of 2 Plano-based reviews are 5 starsLess than $10,000 avg. project cost for Accounting services in PlanoRead Similar ReviewsPlano-based Accounting project highlight
Bookkeeping & CFO Services for Software Development Company
5.0 — Profit First handles bookkeeping and provides financial consulting. They’ve identified areas of overspending, reviewed work done by a previous bookkeeper, and introduced AI and machine learning Read moreWas this helpful?
Review Rating from Clients
5.0/5.0
Quality
5.0
Schedule
4.8
Cost
4.8
Willing to Refer
5.0
Reviewers from Plano highlight Profit Matters Bookkeeping's expertise in automated, technology-centered financial management, including bookkeeping, CFO, and analytics. Their proactive communication and customized insights enable clients to streamline processes, reduce costs, and make informed business decisions efficiently.Read Local ReviewsWas this helpful?
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UndisclosedUndisclosed10 - 49Rockwall, TX
Services provided
65% Accounting20% Business Consulting15% Finance & Accounting Outsourcing (FAO)Focus Areas
100% Tax PreparationEpstein & Co. Is an Accounting company. Based in Rockwall, Texas, the team provides Accounting and Business Consulting.
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UndisclosedUndisclosed50 - 249Dallas, TX
Services provided
65% Accounting35% Business ConsultingFocus Areas
100% Tax PreparationAccounting company Lane Gorman Trubitt provides Accounting and Business Consulting. They are in Dallas, Texas.
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UndisclosedUndisclosed2 - 9Dallas, TX
Services provided
80% Accounting20% Business ConsultingFocus Areas
100% Tax PreparationAccounting company SG Inc CPA is located in Dallas, Texas. The team offers Accounting and Business Consulting.
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We evaluate service providers using a structured methodology that combines:
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- Market presence
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This data powers tools like the Leaders Matrix, which helps you compare agencies directly. Our research team curates rankings by weighing verified reviews most heavily, so the most trusted and experienced providers rise to the top.
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Rollover to see company insights or click a company below for more details.
A Clutch Leaders Matrix provides a broad view of the top-performing companies in a particular service or location. Each company featured in a Leaders Matrix is evaluated based on Focus and Ability to Deliver. The size of each circle indicates that company’s size.
By using verified reviews, focused service details, and real project data, the Leaders Matrix highlights companies that consistently deliver and stand out from the rest. Each company’s position is based on how well they focus on a service area and how consistently they deliver results, helping you make informed, confident decisions. Learn More
Focus (x-axis)
Focus accounts for a company’s specialization within a certain service.
Ability to Deliver (y-axis)
Ability to Deliver considers three criteria:
- Client feedback and reviews
- Work experience and previous projects
- Market presence and reputation in the industry
List of the Top 4 Plano Tax Preparation Companies
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UndisclosedUndisclosed50 - 249Dallas, TX
Ability to deliver
25.7/40.016.4/20 Reviews4.7/10 Clients & Experience4.6/10 Market PresenceService focus
50% Accounting25% Tax Preparation50% Other -
$1,000+$100 - $149 / hr2 - 9Richardson, TX
Ability to deliver
21.1/40.016.4/20 Reviews0/10 Clients & Experience4.7/10 Market PresenceService focus
100% Accounting50% Tax Preparation -
$1,000+Undisclosed10 - 49Dallas, TX
Ability to deliver
22.3/40.016.6/20 Reviews0/10 Clients & Experience5.7/10 Market PresenceService focus
50% Accounting25% Tax Preparation50% Other -
$5,000+< $25 / hr250 - 999Dallas, TX
Ability to deliver
23/40.017.2/20 Reviews0/10 Clients & Experience5.8/10 Market PresenceService focus
10% Accounting20% Tax Preparation90% Other -
$1,000+$25 - $49 / hr50 - 249Frisco, TX
Ability to deliver
6.1/40.00/20 Reviews0.6/10 Clients & Experience5.5/10 Market PresenceService focus
90% Accounting100% Tax Preparation10% Other -
UndisclosedUndisclosed10 - 49Dallas, TX
Ability to deliver
5.6/40.00/20 Reviews0/10 Clients & Experience5.6/10 Market PresenceService focus
80% Accounting100% Tax Preparation20% Other -
UndisclosedUndisclosed10 - 49Allen, TX
Ability to deliver
5.3/40.00/20 Reviews0/10 Clients & Experience5.3/10 Market PresenceService focus
100% Accounting100% Tax Preparation -
$1,000+< $25 / hr50 - 249Carrollton, TX
Ability to deliver
19.3/40.014.6/20 Reviews0.7/10 Clients & Experience4/10 Market PresenceService focus
15% Accounting25% Tax Preparation85% Other -
UndisclosedUndisclosed1,000 - 9,999Dallas, TX
Ability to deliver
5.8/40.00/20 Reviews0/10 Clients & Experience5.8/10 Market PresenceService focus
50% Accounting17% Tax Preparation50% Other -
UndisclosedUndisclosed2 - 9Dallas, TX
Ability to deliver
0/40.00/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
80% Accounting100% Tax Preparation20% Other -
UndisclosedUndisclosed2 - 9Dallas, TX
Ability to deliver
0/40.00/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
70% Accounting100% Tax Preparation30% Other -
UndisclosedUndisclosed2 - 9Plano, TX
Ability to deliver
0/40.00/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
100% Accounting100% Tax Preparation -
UndisclosedUndisclosed2 - 9Plano, TX
Ability to deliver
0/40.00/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
100% Accounting100% Tax Preparation -
UndisclosedUndisclosed2 - 9Dallas, TX
Ability to deliver
0/40.00/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
80% Accounting100% Tax Preparation20% Other -
UndisclosedUndisclosed2 - 9Plano, TX
Ability to deliver
0/40.00/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
85% Accounting100% Tax Preparation15% Other -
UndisclosedUndisclosed10 - 49Frisco, TX
Ability to deliver
0/40.00/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
90% Accounting100% Tax Preparation10% Other -
UndisclosedUndisclosed10 - 49Dallas, TX
Ability to deliver
0/40.00/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
70% Accounting100% Tax Preparation30% Other -
UndisclosedUndisclosed2 - 9Plano, TX
Ability to deliver
0/40.00/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
100% Accounting100% Tax Preparation -
UndisclosedUndisclosed10 - 49Dallas, TX
Ability to deliver
0/40.00/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
100% Accounting100% Tax Preparation
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