An accountant who calls you before the tax bill, not after.
Your books shouldn't be a mystery — and your tax bill shouldn't be a surprise.
Most owners find out what they owe when it's too late to plan. You're flying blind on cash flow. The books are months behind. And your accountant? You hear from them once a year — in a panic.
The 11pm QuickBooks panic
You're reconciling transactions at midnight instead of running your business. Every hour on the books is an hour not billing clients.
The April surprise
A tax bill you didn't see coming. A deduction you missed. A penalty because the estimated payments were wrong.
The "trusted advisor" who ghosts you
You call with a question. Three days later, a junior staffer emails a generic answer. You're not a priority — you're a file number.
There's a better way. Keep reading.
Why Reiff Martin CPA? (The 3 Whys)
Why Us
The Quarterly Profit & Tax Cadence™ — our named, repeatable process. Every quarter: tax projection, book review, cash-flow check, strategic advisory. You always know where you stand. No other Dallas CPA names their mechanism because most don't have one.
Why Now
Every year you wait, you leave money on the table — missed deductions, suboptimal entity structure, cash-flow blind spots. The cost of inaction compounds. This quarter's moves affect next April's bill.
Why Trust Us
CPA + CEPA (dual certified). 30+ years — staff, controller, CFO, founder. Fixed fees — no hourly surprises. 5.0★ Google (15 reviews). 98% referral-based — our clients vouch for us. We talk to your old accountant for you.
How It Works (3 Steps to Clarity)
We remove the complexity. You get a clear path from "flying blind" to "financial confidence."
Discover & Diagnose
Free 30-min consultation. We review your last two years of returns, current books, and pain points. You leave with a written "Financial Health Snapshot" — what's working, what's leaking, what we'd fix first.
Onboard & Optimize
We move your file in ~1 week (we talk to your old accountant). Penny sets up clean, cloud-based books. Alison runs your first quarterly tax projection. You get a fixed-fee engagement letter — no surprises.
Quarterly Cadence & Growth
Every 90 days: tax projection update, book review, KPI dashboard, strategic advisory. You make decisions with current numbers. April becomes a non-event. You grow on purpose.
Services That Build on Each Other
Most firms sell silos. We sell a system — each service feeds the next for compounding clarity.
Tax Advising & Compliance
Federal, state, local returns + proactive quarterly planning + IRS representation. Compliance is the floor; strategy is the ceiling.
See how we plan →Estate & Trust Planning
Wealth transfer, trusts, business succession. CEPA-certified exit planning integrated with your tax strategy — so the legacy you build actually reaches the people you love.
See how we plan →Strategic Planning & Virtual CFO
Monthly financial reviews, cash-flow forecasting, KPI dashboards, board-ready reporting. Financial leadership without the six-figure hire.
See how we lead →Bookkeeping & Accounting
Penny McCarthy (22+ yrs) delivers clean, reconciled, tax-ready financials on a cadence that matches your business. The foundation everything else sits on.
See how we organize →Proof That Compounds
We don't just say "trust us." We show the receipts.
Google Reviews (15)
Years Experience
Dual Certified
Referral-Based
"We rely heavily on referrals — about 98% of our business comes from clients who trust us enough to send their peers."
That's not a marketing claim. That's a business model built on doing right by people, quarter after quarter, year after year.
Questions You're Probably Asking
Fair questions. Straight answers.
"Switching accountants mid-year sounds like a hassle."
Most clients feel that too — then find our onboarding moves your whole file in about a week, with zero gap. We contact your old accountant, request the files, and handle the transition. You just sign the engagement letter.
"Aren't all CPAs basically the same?"
If every CPA ran a proactive Quarterly Profit & Tax Cadence™, had a CEPA for exit planning, and guaranteed fixed fees with a 60-day bookkeeping satisfaction guarantee — they'd be the same. They don't. That's our mechanism, not a slogan.
"Can you really save me more than you cost?"
That's exactly why the first step is a free tax-savings review. We show you the number before you commit. One missed deduction or suboptimal entity structure often costs more than a year of our fixed fee. If we can't find the value, we'll tell you honestly.
"Can I trust you with my financial data?"
Bank-level encryption, SOC-2 compliant cloud platforms (QuickBooks Online, Xero), and we never sell or share your data. You own your file — we just steward it. Texas CPA License C09577, current and verified. AICPA & TSCPA member in good standing.
"No urgency — I'll deal with it later."
Every quarter you wait, the planning window narrows. Entity elections, estimated payments, retirement contributions, Section 179 — they have hard deadlines. The cost of delay isn't theoretical; it's dollars you can't get back. Book the free review now; the worst case is you learn your options.
Ready for financial clarity?
A free, no-obligation conversation is the first step. We'll review your situation and outline exactly how we'd help — no pressure, no jargon.
- Free 30-minute tax-savings review
- No pressure, no jargon, no obligation
- Clear next steps — or a polite "not a fit"
Or call us directly
We answer during business hours. If we miss you, we'll call back same day.
(214) 707-1776✓ Free 30-minute consultation
✓ No pressure, no jargon
✓ Clear next steps