Our Team

Whether visiting our Southlake office in person, or working with us remotely or from another state, our goal is to provide a warm, friendly experience that instills trust for each and every client. In addition, we strive to provide a tax strategy that will benefit you the most!

Managing Partners

cropped cropped Kelli Hoffman Senior CPA Partner final

Kelli Hoffman

Senior CPA Partner

cropped cropped Tasha Whidon MBA Senior CPA Partner final

Tasha Whiddon,

MBA Senior CPA Partner

Administrative Staff

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Elle Brown

PMP, Office & Project Manager

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Susan Hand

MBA, Front Office Administrator

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Janine Simonetti

Client Relations

Tax & Accounting Professionals

cropped cropped cropped Kimberly Anderson Accounting Tax Professional final

Kimberly Anderson

Accounting & Tax Professional

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Veronica Bazaldua

Tax Manager & Accounting Professional

cropped cropped Beverly Galbraith CPA Tax Professional final

Beverly Galbraith

CPA, Tax Professional

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Jeni King

Payroll & Tax Professional

cropped cropped Kaili Cox Tax Professional

Kaili Heath

Accounting & Tax Professional

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Sandee Sidener

CPA, Tax Professional

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Kristina Shaw

Accounting Professional

Mclivain & Associates

We are a full-service CPA firm in Southlake, Texas, committed to serving our clients and our community with integrity and care since 1988.

Janine Simonetti’s 20th Year Anniversary