Insights

Client-Centric Approach McIlvain & Associates emphasizes personalized service and maintaining open communication with clients, indicating a strong focus on client engagement and satisfaction, which can be leveraged to introduce tailored technology solutions like CRM and client portal platforms.

Growth and Expansion The recent relocation to a new, custom-built office space in Southlake suggests the firm is experiencing growth and a commitment to enhancing client experience, presenting opportunities for office management solutions, secure IT infrastructure, and facility technology upgrades.

Technology Adoption Utilizing a modern tech stack including cloud solutions, MySQL, and SEO tools reveals openness to technology, creating potential for offering advanced cybersecurity, cloud migration, and data analytics services to optimize operations.

High Revenue Potential With a revenue range of 10 to 25 million dollars, McIlvain & Associates demonstrates financial stability and capacity for strategic investments in enterprise-grade financial management, compliance, and business development tools.

Market Positioning As a well-established, client-focused CPA firm in a competitive market, there are opportunities to propose digital marketing, client outreach, and brand development services to strengthen their market presence and attract new clients.

Similar companies to McIlvain & Associates, CPAs

McIlvain & Associates, CPAs Tech Stack

McIlvain & Associates, CPAs uses 8 technology products and services including Fastly, RSS, Open Graph, and more. Explore McIlvain & Associates, CPAs's tech stack below.

  • Fastly
    Content Delivery Network
  • RSS
    Content Management System
  • Open Graph
    Content Management System
  • oEmbed
    Dev Tools
  • Google Fonts API
    Font Scripts
  • PHP
    Programming Languages
  • Cloudflare Bot Management
    Security
  • Bootstrap
    UI Frameworks

Media & News

McIlvain & Associates, CPAs's Email Address Formats

McIlvain & Associates, CPAs uses at least 1 format(s):
McIlvain & Associates, CPAs Email FormatsExamplePercentage
First@mcilvain.netJohn@mcilvain.net
79%
FLast@mcilvain.netJDoe@mcilvain.net
10%
FirstLast@mcilvain.netJohnDoe@mcilvain.net
6%
FirstL@mcilvain.netJohnD@mcilvain.net
5%

Frequently Asked Questions

Where is McIlvain & Associates, CPAs's headquarters located?

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McIlvain & Associates, CPAs's main headquarters is located at 4004 Gateway Drive Suite 180 Colleyville, Texas United States. The company has employees across 1 continents, including North America.

What is McIlvain & Associates, CPAs's phone number?

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You can contact McIlvain & Associates, CPAs's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is McIlvain & Associates, CPAs's official website and social media links?

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McIlvain & Associates, CPAs's official website is mcilvain.net and has social profiles on LinkedIn.

What is McIlvain & Associates, CPAs's NAICS code?

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McIlvain & Associates, CPAs's NAICS code is 5412 - Accounting, Tax Preparation, Bookkeeping, and Payroll Services.

How many employees does McIlvain & Associates, CPAs have currently?

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As of May 2026, McIlvain & Associates, CPAs has approximately 13 employees across 1 continents, including North America. Key team members include Chief Financial Officer: K. M.Partner Accounting Professional: J. A.Marketing Director: J. C.. Explore McIlvain & Associates, CPAs's employee directory with LeadIQ.

What industry does McIlvain & Associates, CPAs belong to?

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McIlvain & Associates, CPAs operates in the Accounting industry.

What technology does McIlvain & Associates, CPAs use?

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McIlvain & Associates, CPAs's tech stack includes FastlyRSSOpen GraphoEmbedGoogle Fonts APIPHPCloudflare Bot ManagementBootstrap.

What is McIlvain & Associates, CPAs's email format?

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McIlvain & Associates, CPAs's email format typically follows the pattern of First@mcilvain.net. Find more McIlvain & Associates, CPAs email formats with LeadIQ.

When was McIlvain & Associates, CPAs founded?

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McIlvain & Associates, CPAs was founded in 1988.

McIlvain & Associates, CPAs

AccountingTexas, United States11-50 Employees

McIlvain & Associates LLC is a full service CPA firm dedicated to being your tax planning, accounting and financial partner.  We believe that a “whole picture” approach is vital for current and long term financial management and growth. We persist in professional and technical education to stay current in the ever-changing tax regulatory environment, and maintain open communications with our clients to adjust strategies to meet their goals.

We offer a wide range of tax, CPA advisory, tax return preparation and accounting services and are here year-round to assist you.  Many of our clients tell us that they appreciate feeling like they have a “Concierge CPA” that understands their individual needs and genuinely cares about them and their bottom line.  

Sandra McIlvain founded the firm in 1988 with a vision to create a home-like atmosphere for her client visits, coupled with a friendly and knowledgeable staff.  This culture remains in place, even after Sandy's retirement in July, 2021.  Our managing partners are now Kelli Hoffman and Tasha Whiddon. Both, hand-picked and mentored by Sandy from within her staff.  Under Kelli and Tasha's leadership, our firm has now moved to Kimball Avenue in Southlake after purchasing land and overseeing building of our new offices.

Section iconCompany Overview

Headquarters
4004 Gateway Drive Suite 180 Colleyville, Texas United States
Phone number
NAICS Code
5412 - Accounting, Tax Preparation, Bookkeeping, and Payroll Services
Founded
1988
Employees
11-50

Section iconMedia & News

Section iconFunding & Financials

  • $10M$25M

    McIlvain & Associates, CPAs's revenue is estimated to be in the range of $10M$25M

Section iconFunding & Financials

  • $10M$25M

    McIlvain & Associates, CPAs's revenue is estimated to be in the range of $10M$25M

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