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Tax Preparation & Planning
Individual, corporate, partnership, S corporation, estate, and trust tax preparation—plus year-round planning.
Explore Tax Preparation & Planning →Southlake, Texas | CPA & Business Advisory
Your Southlake CPA.
Tax and accounting with a plan.
Bring your tax questions, accounting backlog, or financial reporting needs to a CPA. We help Southlake individuals and business owners organize their records, understand their numbers, and plan their next steps. Consultations at our Southlake office are by appointment.
Texas CPA practiceBusiness & individual taxQuickBooks accountingController-level advisory
What we do
Services built around your financial needs.
From getting your books in order to navigating tax questions and making informed business decisions, we provide the expertise you need at every stage.
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Monthly Accounting & Bookkeeping
Transaction review, account reconciliation, financial statements, and reliable ongoing accounting support.
Explore Monthly Accounting & Bookkeeping →03 /
Fractional Controller & CFO
Financial oversight, cash-flow planning, reporting improvements, and decision support without a full-time hire.
Explore Fractional Controller Services →04 /
QuickBooks Consulting
QuickBooks Online and Desktop setup, accounting cleanup, workflow improvements, and one-on-one support.
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IRS Tax Resolution
Assistance with IRS notices, past-due returns, payment arrangements, penalty relief, and tax compliance questions.
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Business & Financial Advisory
Business formation guidance, management reporting, financial systems, and enterprise accounting process support.
Experienced. Independent. Accountable.
“Sound financial decisions begin with accurate information and thoughtful advice.”
Meet the firm
Professional guidance. Personal attention.
Howard Terrell, CPA, works with Southlake clients on individual and business returns, monthly accounting, IRS correspondence, and financial oversight. Start with a defined question or a broader accounting need; we establish the records required, responsibilities, deliverables, and fees before work begins.
- Direct attention from a CPA
- Support for individuals and closely held businesses
- Accounting systems and financial statement expertise
- Tax, bookkeeping, and advisory services under one roof
How we work
Clear steps. Better outcomes.
We begin by understanding what you need, then develop a practical scope of services and a path forward.
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Discuss your goals
Book an initial consultation to outline your tax, accounting, or advisory needs.
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Define the engagement
We review available records, clarify responsibilities, and establish the scope and fees before work begins.
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Move forward with confidence
Receive focused analysis, reliable deliverables, and guidance tailored to your situation.
For existing clients
Client portal setup is underway.
Our Southlake client portal is designed to connect you to secure document exchange, organized files, and communications with our office through a dedicated Southlake client system.
- Document uploads will be available after activation
- Access shared documents, when enabled by the firm
- Keep confidential files out of ordinary email attachments
This independent Southlake portal remains in setup mode until hosting, MFA, and private storage have been activated and tested. Do not upload confidential information through ordinary website forms.
Confidential client document exchange
Your financial records deserve a secure place.
Before your visit
Working with our Southlake CPA office
Where are Southlake appointments held?
Meetings are by appointment at 1560 E. Southlake Boulevard, Suite 100, Southlake, TX 76092. Contact the office to confirm availability before visiting.
What should I include in my first inquiry?
Tell us which service you need, the tax year or accounting period involved, and any deadline. We will discuss scope, fees, and the records required. Please leave confidential documents out of ordinary email.
Can you help with QuickBooks Online and Desktop?
Yes. We provide setup, cleanup and workflow support. Describe your current accounting system and the last period reconciled when requesting a consultation.
Is the document portal accepting files?
No. The Southlake portal is still being configured. Contact the office for current secure document-delivery instructions.
Ready for a clearer financial picture?
Southlake consultations are available by appointment. Please contact us to confirm availability, scope, and fees.
Get in touch
Let's talk about what you need.
Request a Southlake appointment for tax preparation, monthly accounting, QuickBooks assistance, or business advisory services.
Southlake appointments1560 E. Southlake Boulevard, Suite 100
Southlake, TX 76092
Meetings by appointment only
Southlake, TX 76092
Meetings by appointment only
Telephone(469) 941-4367
AppointmentsRequest an appointment by email ↗