Meet the Team

McIlvain & Associates is a full-service accounting firm, committed to serving our clients and our community with integrity and care.

Whether you’re starting a new business venture or own a well-established organization, our talented CPAs and financial experts can help you leverage the right accounting and tax strategies to keep as much of your hard-earned profits as the law allows. Our team members have extensive backgrounds in the fields of taxes and accounting. We’re also proud, active members within the community.

Our goal is to provide a warm, friendly, and comfortable environment that instills trust in each and every client.

Click below to learn more about our dedicated staff. We look forward to working with you!

Partners

Meet our Managing Partners.

When Sandy McIlvain opened the doors of her CPA firm in 1988, she had a vision to provide high-quality professional CPA and accounting services, along with unparalleled customer service and responsiveness to her clients’ questions. As the firm grew, Sandy’s vision was further exemplified in her staff and in the office culture that she created.

Sandy personally mentored and promoted two managing CPA partners, Kelli Hoffman and Tasha Whiddon.  Kelli and Tasha have now purchased land, built beautiful new offices and and have moved the CPA firm from Colleyville, TX to Southlake, TX in July 2020.  True to Sandy’s original vision of providing outstanding service and having an excellent reputation in the community, this growing CPA firm will be here to serve you now and well into the future.

Kelli Hoffman

CPA, Partner

  • Find Kelli on LinkedIn

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, spending time outdoors and traveling to ocean-side, stress-relief getaways.  Her son is a Pediatric Orthopedic Surgeon, currently residing with his wife in MD.

Tasha Whiddon

CPA, Partner

  • Find Tasha on LinkedIn

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 enjoys working with multi-entity business owners of dentistry and veterinary practices, and she has many long-standing client relationships within these fields.

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.

Sandra McIlvain

CPA, Founder

  • Find Sandy on LinkedIn

Sandy founded the firm in 1988.  Her vision when opening her CPA firm was to provide high-quality professional CPA and accounting services, along with unparalleled customer service and responsiveness to her clients’ questions.

In addition, Sandy wanted to provide a home-like atmosphere for her offices, so that her staff and clients would enjoy being there. Staying true to her vision, Sandy continues to enjoy the loyalty of her staff, many long-term client relationships, and an excellent reputation in the community.  Sandy mentored and promoted Kelli Hoffman and Tasha Whiddon from within her staff to become acting partners in the firm.

Sandy now serves in an advisory role with the firm and is semi-retired. She enjoys photography, worldwide travel, sailing on Lake Grapevine with her husband Ted, and spending time with their two sons and six grandchildren. Sandy received a BBA in Accounting from University of Texas at Arlington.

Accounting Professionals

Beverly Galbraith

CPA, Accounting Professional

Beverly joined the firm in 2017 and brings with her extensive experience in business tax preparation, credit/risk analysis, GAPP 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.

Veronica Bazaldua

Accountant & Tax Professional

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), bookkeeping 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

Cody Johnson

Accountant & Tax Professional

Cody joined our firm in July 2020 after working for the Wendy Ezell CPA firm for two years. He has two bachelor’s degrees in Business Administration and Accounting.  Cody began his 2nd career after spending 20 years as a machinist.

In his spare time, he enjoys spending time with his wife of 22 years, his foster son, friends and family–which also includes two dogs.  A perfect leisure activity for Cody is spent cooking outdoors and/or spending time at the lake.

Kimberly Anderson

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.

Kristina Wesley

Kristina came to us from the private business sector in January of 2018 after owning a successful construction-related company for over a decade.  She applies her 20+ years of experience in Corporate Accounting, Management Operations and HR to help understand the diverse needs of our clients’ various business functions.

Kristina enjoys spending her free time with her two sons and two dogs.  She likes to see live music of all types and travel as much as possible. She is also our resident (useless) trivia champ.

Michelle Rodriguez

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.

Paul Roa

Accountant

Paul joined the Firm in 2019. He is a motivated self-starter who operates a real estate investment firm. With his 10 years of experience in Investment Management and Real Estate he is able to help our Real Estate clients manage their books and account for their properties. He also assists clients in the changing world of sales tax and its implications nationwide.

Paul has had the privilege to grow up in 3 different countries and loves to travel.  He enjoys spending time with his daughter and wife and cooking.

Marketing and Administration

Janine Castleberry

Marketing/Business Development Manager

  • Find Janine on LinkedIn

Janine joined the firm in June 2005 as Office Manager. In 2010, she transitioned to her current role as Marketing and Business Development Manager.  In addition to her various administrative roles at the office, Janine enjoys being the face of the firm in our community through her involvement in the Southlake ChamberSouthlake Executive Forum,  and Grapevine Chamber.   Janine is a “connecter” who is always looking to make introductions that can reap mutual benefits.

Janine has four adult children and two grandchildren. She enjoys travel, hiking, live music, and football watching on her 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.

Stephanie Mays

Office Manager

Stephanie joined the firm in September of 2011.  She enjoys the variety of work and client interaction that managing our busy office provides. She earned a BA in Liberal Arts from Ambassador College in Pasadena, California.

Stephanie enjoys hiking, travel, movies, live music, spending time with friends and with her two grown children.

Pam McClintock

Administrative Assistant

Pam joined the firm in September 2007.  She provides critical administrative support to our office and is responsible for organizing and maintaining document retention for the firm. Pam takes great pride in creating processes that enable the staff and our clients to have highly secure and also user-friendly access to their important financial documents.

Pam graduated from Texas A&M University with a BBA in Business Management. Pam and her husband, Tim, have two daughters, one currently a student at A&M and the other, a recent graduate.  Pam is a member of Gateway Church, and she enjoys traveling and spending time with family and friends.

Katrina Stewart

Receptionist

Callers and visitors to our office are greeted with Katrina’s friendly voice, smile and her sincere desire to provide excellent customer service.

Carolyn Mills

Payroll and Administrative Professional

Carolyn joined the firm in 1998 and served as Office Manager when the office staff consisted of just herself and Sandy McIlvain, the firm’s founder. Carolyn was instrumental in the early years, creating processes and administrative support as the firm enjoyed continued growth.  In 2005, Carolyn transitioned to a part-time role with the firm so she and her husband could have flexibility to enjoy their passion for travel around the globe and to spend time with their two adult children.

Carolyn remains an important member of our team, preparing payroll reports and Form 1099’s and W-2’s on a quarterly basis. She also provides administrative support during our peak tax season.

Professional Certifications

Hours & Location

Due to COVID safety measures in place, we have closed our office to outside visitors. If you need to drop off or pick up documents please call 817-545-1277 to schedule your visit to our office. We ask that you wear a mask upon entering the building. Thank you.
Our office will be closed Monday - Friday during Thanksgiving and Christmas weeks. We hope you have a happy holiday season!
Mon-Friday 8:30 am - 5:00 pm
(closed 12 - 1 pm for lunch)
1110 N. Kimball Avenue, Suite 100
Southlake, TX 76092
(817) 545-1277