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Whiddon Advances to Partner in Accounting Firm Restructuring

Colleyville, Texas-based certified public accounting firm McIlvain & Associates LLC has restructured to provide a wider range of CPA services for clients and more defined career paths for associates. Five-year associate Tasha Whiddon, CPA has advanced to partner.

COLLEYVILLE, TX – December 17, 2013 – Certified public accounting firm McIlvain & Associates, LLC has completed a structural reorganization to offer expanded services to its clients and provide more upward mobility for its staff. As part of the restructuring, Tasha Whiddon moves up to join Kelli Strube and founder Sandy McIlvain as a partner in the firm.

Whiddon has corporate accounting experience in manufacturing and real estate, as well as public accounting experience. Her most recent accomplishment is the completion of an extensive project that ensures the firm and each of its clients are in compliance with a large number of new laws. She holds a Bachelor of Business Science – Accounting degree from Wichita State University and a Master of Business Administration degree from Southwest Missouri State University. Whiddon joined McIlvain & Associates LLC in 2008.

McIlvain said that accelerated growth has made it essential to expand CPA services to accommodate the needs of small-to-medium-size businesses and high net worth individuals.

“From the outset 25 years ago we have built this firm by delivering incredible client service,” McIlvain said. “As our clients’ needs have expanded we have added people with a wider range of skills to help clients grow their businesses and provide tax planning for more complex issues. We undertook this reorganization to position our accounting firm for further growth and provide better defined career paths for our associates.”

McIlvain anticipates adding an additional CPA and other staff positions in 2014 as the firm continues to increase its service offerings.

McIlvain & Associates LLC takes a strategic approach to client service that includes long-range planning, goal setting and a full range of accounting services, including:

  • Business and individual tax preparation and tax planning
  • Estate, trusts and gift tax return preparation
  • Business setup services
  • Preparation of monthly, quarterly and annual financial reports
  • Payroll services, including quarterly and annual payroll reports; Forms 1099 and W-2
  • Sales tax report preparation
  • IRS Representation
  • QuickBooks training and set-up
  • Bookkeeping and data entry services

About McIlvain & Associates LLC

McIlvain & Associates, LLC offers a broad range of accounting and tax planning services, as well as financial planning strategies and business outsourcing arrangements. Based in Colleyville, Texas, they assist clients in Northeast Tarrant County in financial statements; business and personal tax return preparation and tax planning; full service outsource accounting; new entity formation support; QuickBooks training and set-up; payroll services and reports and IRS representation; and other special projects. McIlvain & Associates, LLC’s  experienced staff emphasizes service to their clients and community with integrity and care.

McIlvain & Associates, LLC Moves to New Office in Colleyville

All female CPA firm in Colleyville, Texas consolidates staff in one office

COLLEYVILLE, TX – September 25, 2012 – McIlvain & Associates, LLC, a full service accounting and tax planning firm in Northeast Tarrant County, is consolidating its staff into one office in Colleyville, Texas. Effective September 17, the firm’s office  is located at 4004 Gateway Drive, Suite 180, which is across the street from the previous main office at 4005 Gateway Drive.

According to Sandra McIlvain, managing partner of McIlvain & Associates, LLC, the move is due to a continued growth of business and the addition of Kelli Strube as a new partner this year.

“We outgrew our current office space awhile ago, which forced us to lease additional space across the street in 2010,” explained McIlvain, noting several employees have already been working in the office at 4004 Gateway Drive. “Additionally, the recent expansion of our business service offerings, including accounting as an outsource option and new entity formation support, make it a good time to get the staff all under one roof.”

The CPA firm had been leasing a 1,395 square foot office space in the building and added an additional 1,610 square feet to accommodate the entire staff. The combined new space doubles the capacity from its previous location.

The company’s telephone and email addresses will remain the same. For additional information about the services available at McIlvain & Associates, LLC call (817) 545-1277 or go to www.mcilvain.net.

About McIlvain & Associates LLC

McIlvain & Associates, LLC offers a broad range of accounting and tax planning services, as well as financial planning strategies and business outsourcing arrangements. Based in Colleyville, Texas, they assist clients in Northeast Tarrant County in financial statements; business and personal tax return preparation and tax planning; full service outsource accounting; new entity formation support; QuickBooks training and set-up; payroll services and reports and IRS representation; and other special projects. McIlvain & Associates, LLC’s  experienced staff emphasizes service to their clients and community with integrity and care.

McIlvain & Associates Announces Kelli Strube as New Partner

All female CPA firm in Colleyville, Texas names second partner

COLLEYVILLE, TX – May 22, 2012 – McIlvain & Associates, LLC, a full service accounting and tax planning firm with two locations in Northeast Tarrant County, added Kelli Strube as its newest partner January 1. A certified public accountant (CPA) at McIlvain & Associates from 2002-2007, Strube returns to help lead the accounting firm’s growth and expansion into new markets.

“I have worked for an international accounting firm and several private corporations, as well as managed a CPA practice, but I have decided McIlvain & Associates is where I want to be and made an investment into the firm and my future,” states Strube. “As a women owned and operated business, we offer a different perspective and friendly service that is unique in the marketplace.”

Strube earned a bachelor of science degree in accounting from Texas State University and has been a CPA in Texas since 1985 with advanced training in many accounting and tax preparation systems. She is a member of the Texas Society of Public Accountants, American Institute of Public Accountants, and a volunteer for Habitat for Humanity.

Sandra McIlvain, principal owner of McIlvain & Associates, has grown her accounting firm into a success by staffing it with proven professionals who focus on excellent customer service and client satisfaction. The CPA firm in Colleyville offers accounting services and reporting, tax planning, tax preparations services for individuals, entities and estates/trusts, and new business set-up strategies, as well as QuickBooks assistance and training. She says the addition of Strube will add depth to the firm with her vast knowledge of diversified accounting, estate and gift tax returns, corporate set-up, multi-entity tax planning and financial management.

For additional information about the services available at McIlvain & Associates, call (817) 545-1277 or go to www.mcilvainassociates.com.  

About McIlvain & Associates

McIlvain & Associates, CPAs offers a broad range of accounting and tax planning services and financial planning strategies. Based in Colleyville, Texas, they staff tax professionals to assist clients in Northeast Tarrant County in sales tax reports, QuickBooks training and set-up, business financial statements, business and personal tax return preparation, payroll services, and reports and IRS representation among other accounting offerings. McIlvain & Associates’ experienced staff serves their clients and community with integrity and care.

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