McIlvain & Associates is a full-service CPA firm, committed to serving our clients and our community with integrity and care since 1988.
Whether visiting our Southlake offices in person, or working with us remotely or from another state, our goal is to provide a warm, friendly experience that instills trust for each and every client.
We strive to provide personalized service to both our individual and business clients, getting to know your unique situation and providing a tax strategy that will benefit you the most.
If you are starting a new business venture, considering a new investment opportunity or own a well-established organization, our experienced and talented staff can help you leverage the right accounting and tax strategies while ensuring that proper regulations are followed.
Kimberly joined the firm in 2009. She graduated from the University of Texas at Austin with a BBA in Accounting. She and her husband, Toby, own a construction company, and she has both real estate and cost accounting experience. Kimberly enjoys the long-term relationships she has built with her clients and takes pride in being a trusted partner for their tax and accounting needs.
Kimberly is a member of 121 Community Church, volunteering in various outreach programs sponsored by the church, and she also participates in volunteer opportunities through Colleyville Heritage High School.
She and Toby enjoy spending free time with their three active children, and splitting time between visiting College Station and boating on Lake Tawakani.
Veronica joined our firm in July, 2020 after spending 15 years with the Wendy Ezell CPA firm. She graduated from UNT in December, 2008 with a B.S. in Accounting and an M.S. in Taxation. Veronica has 10+ years of experience in tax services (both individual and partnerships), accounting services and IRS correspondence.
In her free time Veronica enjoys spending time with her husband and two daughters. She also enjoys reading, and visiting family in the South Padre Island area.
Kavita joined the firm in late 2021. She graduated from the University of Dallas with a Masters degree in Business Administration, adding to her CPA license. Kavita has travelled extensively and brings her international experience with her. She enjoys interacting with clients and assisting them with their tax and accounting needs. In her free time, Kavita loves spending time with her husband and three children, and cooking hearty meals for those around her. She is also involved with volunteering for the Carroll Independent School district.
Elle joined our firm in September 2022. Experience in managing/coordinating projects and maintaining office management. Elle is a Project Management Professional certified through the Project Management Institute since 2020. She comes from a financial and technology background working with cross functional teams.
Skilled in communicating, organizing resources, establishing priorities, and working efficiently to successful complete office task from initiation to closing. Elle is on the Board of Directors of Girls in Tech Dallas Chapter. She spends her spare time providing support, tools and mentoring to women in the IT industry.
Elle takes pride in providing an excellent experience for all clients. Here at McIlvain & Associates LLC we enjoy building connections with our clients to build lifelong relationships.
Janine joined the firm in June 2005 as Office Manager. In 2010, she transitioned to Marketing and Business Development and more recently, into her role as Client Relations Manager. Janine enjoys being the first point of contact when new clients are coming on-board with us and also the numerous interactions with all of our clients that her position entails. She is an active member with the Southlake Chamber of Commerce and is proud to be the face of our firm in that role. Janine is a “connecter” who is always looking to make introductions that can reap mutual benefits.
She enjoys travel, entertaining and football watching on the patio with her dogs, friends and family. Those closest to her will also attest to Janine’s obsession with Pickleball, which she plays 3-4 times a week.
Beverly joined the firm in 2017 and brings with her extensive experience in business tax preparation, credit/risk analysis, GAAP Accounting and QuickBooks. Beverly works closely with many of our multi-family real estate investors and enjoys helping all of her clients improve their bottom line by helping them stay on top of their revenues and expenses and providing tax strategies as well.
She and her husband Jim relocated to DFW from New Jersey in 2013, and have they have two children. In her spare time, Beverly enjoys spending time with her family, reading and playing golf.
Susan will likely be the first point of contact with our firm whether by phone or entering our office in person. Her welcoming smile, contagious enthusiasm and attention to detail, makes this a perfect role for her. Susan strives to make all visitors feel welcomed and at ease and works diligently to ensure that client questions and calls are responded to in a very timely manner. Susan enjoys reading, patio time with friends and spending time with her six children and 10 grandchildren.
Kelli joined the firm in 2002. With over 30 years of experience in the field of accounting, Kelli’s work background includes both private industry and international public accounting, estates, trusts and new business formations. Now as a partner in the firm, Kelli focuses on open communications with clients and continuing professional education to stay informed of tax regulations. She is passionate about helping clients strategically plan long-term goals for tax management and business success.
Kelli earned a BS in Accounting from Texas State University and has been a CPA since 1985. Kelli is a member of the Texas Society of Public Accountants and the American Institute of Certified Public Accountants.
Kelli is a past Treasurer on the Board of Directors of Trinity Habitat for Humanity, an organization she is passionate about and for which she continues to volunteer. In her spare time, Kelli enjoys reading and spending time outdoors.
In May of 2023, Kaili graduated Summa Cum Laude from Stephen F. Austin State University with a Bachelor of Business Administration in Finance, and a Master of Professional Accountancy. She joined the McIlvain & Associates team in August of 2023 as a tax preparer. She is exceptional at working with clients to assist them in tax preparation and consulting.
In her free time, Kaili enjoys playing with her dogs, spending time with her family, and going to the lake.
Michelle joined the firm in 2018. She is an Enrolled Agent and has extensive accounting and tax experience in many business settings. Michelle enjoys working with clients to help with their tax and accounting needs and create a positive impact on their bottom line. Michelle graduated from the University of Texas at Arlington with a BBA in Accounting.
In her spare time, Michelle enjoys spending time traveling with her husband Francisco. She enjoys reading, being very involved with church, and quilting.
Kristina came to McIlvain in 2017 after owning a small business for over 15 years. She is attuned to the needs of an entrepreneur relationship and the challenges of running an organization. Through the mentorship she’s found here, continuing education, and years of working across platforms, she has made herself a valuable member of the team.
Kristina is newly married and enjoys travelling with her husband. She is the proud mother of two young men and two small dogs. She’s an avid supporter of live music, useless trivia, and the nonprofit Dogs On Deployment.
Shannon joined our firm at the very start of 2023. She is the Document Specialist, in charge of sorting through all incoming documents, both electronic and paper, and proofreading them before they are sent to clients. She has a background in document management, editing, and communications. Over the past year, she developed her skills with editing and proofreading as an event coordinator and hopes to expand her reach into the corporate field. She provides extensive knowledge in writing and critiquing.
Shannon graduated with a Bachelor of Arts in English Literature from the University of North Texas in 2021, where she spent several years tutoring. She enjoys reading, swimming, and playing with her pets.
Tasha joined the firm in May 2008 as a CPA, and in January 2014 she was promoted to Partner. Since joining the firm, Tasha has earned vast experience in many different areas of business and personal tax, tax planning, compilation reporting, and payroll reporting. Prior to 2008, Tasha’s work experience included manufacturing and real estate accounting in corporate settings as well as public accounting.
Tasha understands that each client has a separate set of unique needs, and she is dedicated to educating her clients in the complex environment of new tax laws and compliance reporting.
Tasha earned her BS in Accounting from Wichita State University and earned her MBA from Missouri State University (formally known as Southwest Missouri State University). Tasha has been a member of the Texas Society of Certified Public Accountants since May 2008. In her spare time, she enjoys reading, traveling and spending quality time with her family.