Meet the Team

Kimberly joined the firm in 2009. She graduated from the University of Texas at Austin with a BBA in Accounting. She has both real estate and cost accounting experience, and has co-owned a construction company with her husband for many years. 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.

She and her husband enjoy spending time with their three children and their families, travel and boating on Lake Tawakani.

Veronica joined our firm in July, 2020 after spending 15 years with the Wendy Ezell CPA firm, which merged with our firm that same year. She graduated from UNT in December, 2008 with a BS in Accounting and an MS in Taxation. Her many years of experience with complex accounting, payroll and both business and personal tax services make her a valuable part of our team.

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.

Elle joined us in September 2022. She comes from a financial and technology background working with cross functional teams. Elle is a Project Management Professional certified through the Project Management Institute since 2020, which serves her well in her role as both Office and Project Manager at the firm.

Elle is on the Board of Directors of Girls in Tech Dallas Chapter which involves providing support, tools and mentoring to women in the IT industry. In her spare time, she enjoys the outdoors, traveling with friends and spending time with her very energetic dog.

Janine joined the firm in June 2005 as Office Manager. In 2010, she transitioned to Marketing and Business Development and more recently, has expanded her role to Client Relations Manager. As first point of contact when new clients are coming on-board with us, Janine takes great pride in making their transition to our firm a smooth one. She is our representative at Southlake Chamber of Commerce events and has built many solid relationships in our community over the years.

Outside of work, Janine enjoys staying active with pickleball play 3-4 times per week, travel and entertaining family and friends with her husband and two very large dogs.

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. She takes great pride in helping business owners stay on top of their revenues and expenses and also providing tax strategies for business and individual tax clients.

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.

Prior to settling down and starting a family, Susan received her M. Ed. In secondary education while working full time on faculty at a business proprietary school. Prior to coming to work for McIlvain, Susan worked in the administration and guidance counseling area at Liberty Christian School for nine years.

Susan and her husband, Rich, share six children, 13 grandchildren, and one great granddaughter.  Life is full for her outside of work as she enjoys spending a lot of time doing life with her children and grandchildren.  She also likes reading, patio time with friends, and listening to music.

Kelli joined the firm in 2002 and was promoted to Partner in 2012. As part of Sandra McIlvain’s business succession plan, Kelli has now spent the last several years as managing partner along with Tasha Whiddon. With over 35 years of experience in the field of accounting, Kelli’s work background includes private industry and international public accounting, estates, trusts and new business formations. Kelli focuses on open communication 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 travel, reading and spending time outdoors.

Kaili joined our firm in August, 2023 after graduating Summa Cum Laude from Stephen F. Austin State University in May, 2023. Kaili holds a BA in Finance and a Master of Professional Accountancy. She is exceptional at working with clients to assist them in tax preparation and consulting.

Recently married, Kaili enjoys spending time with her husband, playing with their dogs, spending time with extended family, and going to the lake.

Kristina joined our firm in 2017 after owning a small business for over 15 years.  After many years as an entrepreneur herself, she has a great understanding of the importance of excellent record-keeping and also 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 in January, 2023 as our Document Specialist. She is responsible for sorting through all incoming documents, both electronic and paper, and is heavily involved in tracking the various stages of workflow in our tax return preparation process. Shannon also enjoys the challenge of working on various special projects at the firm and is an essential part of our administrative team. She has a background in document management, editing, and communications. Over the past year, she developed her skills 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 BA 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. As part of Sandra McIlvain’s business succession plan, Tasha has now spent the last several years as a managing partner with Kelli Hoffman. Since joining our firm, Tasha has earned vast experience in many different areas of business and personal tax, tax planning, compilation reporting, and trust & estate taxation. 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.