Insights

Niche Positioning Small Dallas CPA firm focused on full service accounting and tax with emphasis on customer service and financial optimization, suggesting appeal to nearby small businesses seeking personalized CPA support.

Tech Stack Uses cloud and web technologies (AWS, Office 365, Nginx, Bootstrap, jQuery, analytics) indicating readiness for digital collaboration, data security, and scalable client portals—opportunity to upsell cloud-based workflow integration and secure file exchange.

Growth Potential Revenue under 1M with 2-10 employees signals capacity constraints and potential needs for practice management, firm automation, marketing, and strategic hires to scale services and expand client base.

Service Expansion Offers comprehensive services (bookkeeping to audits, tax planning and filings) high potential for cross-sell to existing clients and for targeted campaigns to capture SMBs requiring end-to-end financial services.

Market Opportunity Dallas-based market with similar firms ranging in revenue and size; opportunity to position Preston & Dake as a high-touch, compliant option for mid-market SMBs seeking personalized CPA support with robust tax optimization.

Similar companies to Preston & Dake, P.C.

Preston & Dake, P.C. Tech Stack

Preston & Dake, P.C. uses 8 technology products and services including Matomo, Amazon Web Services, jQuery, and more. Explore Preston & Dake, P.C.'s tech stack below.

Preston & Dake, P.C.'s Email Address Formats

Preston & Dake, P.C. uses at least 1 email format:
Preston & Dake, P.C. Email FormatsExamplePercentage
FLast@prestondake.comJDoe@prestondake.com
100%

Frequently Asked Questions

What is Preston & Dake, P.C.'s phone number?

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You can contact Preston & Dake, P.C.'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 Preston & Dake, P.C.'s official website and social media links?

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Preston & Dake, P.C.'s official website is prestondake.com and has social profiles on LinkedIn.

How much revenue does Preston & Dake, P.C. generate?

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As of September 2026, Preston & Dake, P.C.'s annual revenue is estimated to be <$1M.

What is Preston & Dake, P.C.'s NAICS code?

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Preston & Dake, P.C.'s NAICS code is 5412 - Accounting, Tax Preparation, Bookkeeping, and Payroll Services.

How many employees does Preston & Dake, P.C. have currently?

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As of September 2026, Preston & Dake, P.C. has approximately 2 employees across 1 continents, including North America. Key team members include Partner: M. G. V. and Administrative Assistant: D. R. Explore Preston & Dake, P.C.'s employee directory with LeadIQ.

What industry does Preston & Dake, P.C. belong to?

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Preston & Dake, P.C. operates in the Accounting industry.

What technology does Preston & Dake, P.C. use?

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Preston & Dake, P.C.'s tech stack includes Matomo, Amazon Web Services, jQuery, Office 365, DigiCert, Bootstrap, Piwik PRO Core and Nginx.

What is Preston & Dake, P.C.'s email format?

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Preston & Dake, P.C.'s email format typically follows the pattern of FLast@prestondake.com. Find more Preston & Dake, P.C. email formats with LeadIQ.
Preston & Dake, P.C. logo

Preston & Dake, P.C.

AccountingTexas, United States2-10 Employees

Preston & Dake, P.C. is a Dallas-based accounting firm offering a full range of traditional CPA services, including bookkeeping, management accounting, audits, reviews, and compilations, as well as tax planning and preparation with electronic filing. The firm emphasizes delivering strong customer service alongside achieving favorable financial outcomes for clients, aiming to support businesses with both day-to-day financial management and compliant tax solutions. Positioned in the accounting industry, it serves clients seeking comprehensive financial services and professional guidance to optimize their accounting processes and tax posture. The company operates in Dallas, Texas, and has a small professional team, reflecting its focus on personalized service in the local market.

Section iconCompany Overview

Phone number
NAICS Code
5412 - Accounting, Tax Preparation, Bookkeeping, and Payroll Services
Employees
2-10

Section iconFunding & Financials

  • <$1M

    Preston & Dake, P.C.'s revenue is estimated to be in the range of <$1M

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