3 Best Accounting Firms in Plano, TX

Expert-recommended Top 3 Accounting Firms in Plano, Texas. All of our accounting firms actually face a rigorous 50-Point Inspection, which includes customer reviews, history, complaints, ratings, satisfaction, trust, cost and general excellence. You deserve only the best!

8+ YEARS IN TBR
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CAROL WU & ALEX TONG CPAS

101 East Park Boulevard, Suite 1100,
Plano, TX 75074 Directions

Since 2004

Specialty:

Personal and Business Accounting Professional Tax Services IRS Tax Solutions Business Formation and Consulting Personal Income Tax Preparation Corporate Income Tax Preparation Franchise Tax Preparation Sales Tax Preparation IRS Problem Resolution Estates and Trusts Financial Planning and Investment Real Estate and Business Sales Retirement Planning QuickBooks Training Tax Planning IRS Audit Representation Small Business Accounting Business Valuation Non-profit Organizations Payroll Business Consulting Audits Reviews Compilations

" Carol Wu & Alex Tong CPAs offers a broad range of accounting and tax services for business owners, executives, and independent professionals. They have more than 10 years of experience. Carol Wu & Alex Tong CPA and their team of small business accountants in Plano are ready to help you organize your financial records and efficiently manage your business tax returns. The firm prides itself on providing clear communication and full transparency. Their team understands the complexities of the tax code and the challenges associated with small business accounting. Plano tax professionals handle the preparation of both personal and business tax returns, leveraging their expertise to meet each client's unique needs. The firm works quickly and accurately to help minimize your tax liability and reduce the risk of an IRS audit. They can also assist with business formation, from choosing the right structure such as an LLC, S corporation, or sole proprietorship to selecting appropriate accounting software and developing effective tax planning strategies.

2026 Highlights: Carol Wu & Alex Tong CPAs earned the 2011 Super Service Award from Angie’s List for CPA, accounting, and tax consulting services in Plano and Dallas, Texas. They are experienced accounting professionals who can help make tax preparation and filing simple and stress-free. Their knowledge and experience allow them to provide reliable support with a variety of accounting and tax needs. They have helped many clients with LLC, partnership, and corporate business formations. "

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License #0801007061

Contact:

(972) 423-8880

Mon-Fri: 9am - 5pm
Sat & Sun: Closed

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10+ YEARS IN TBR
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BECKLEY & ASSOCIATES PLLC

6010 West Spring Creek Parkway, Suite 217,
Plano, TX 75024 Directions

Since 2004

Specialty:

Business Accounting and Advisory Services Business Start-up Business Growth Operations Maintenance Compliance Business Sale and Succession Planning Tax Planning and Compliance Accounting and CFO Services Retirement Planning Estate Planning Financial Systems Assessment Personal Tax Planning Income Tax Planning Tax Preparation Business Tax Services QuickBooks Advisory Business Advisory Business Management Advisory IRS Help

" Beckley & Associates PLLC offers expert advice and business insights to help improve your financial standing and achieve your financial goals. Jeff Beckley is the President of the firm. The firm consists of friendly and caring professionals who provide meticulous solutions to a wide range of tax and accounting issues. Their team of accountants and CPAs has extensive experience addressing the diverse financial needs of businesses and individuals. Beckley & Associates PLLC is an approachable and forward-thinking firm that focuses on developing and cultivating long-lasting, mutually beneficial relationships with their clients. The firm primarily serves proactive entrepreneurs, business executives, and net-worth individuals, providing them with comprehensive tax and accounting advisory services. The team strives to create a warm, professional environment where clients feel supported and confident in their financial decisions. Contact Beckley & Associates PLLC to schedule an appointment.

2026 Highlights: Beckley & Associates PLLC uses secure AI and automation tools to help new businesses get started the right way from day one. They make entity selection, client onboarding, bookkeeping setup, and financial systems simple and organized. Their team of experienced accountants and CPAs provides reliable tax preparation and business accounting services. They help businesses reduce tax costs, stay compliant, and manage their finances with confidence. "

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License #0803471710

Contact:

(972) 309-0002

Mon-Fri: 9am - 5pm
Sat & Sun: Closed

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SG INC CPA

555 Republic Drive, Suite 500,
Plano, TX 75074 Directions

Since 2003

Specialty:

Tax Planning Business Tax Preparation Individual Tax Preparation Bookkeeping Accounting Financial Reporting Payroll Business Advisory Tax Advisory Entity Formation CFO Services Medical Practice Accounting Real Estate Investor Accounting Business Consulting

2026 Highlights: SG Inc CPA serves medical practice owners, real estate investors, and high-income business owners who have complex financial and tax needs. They help clients manage meaningful income and the tax challenges that come with it. Their firm is led by Shweta Garg, CPA, CTC, a Certified Tax Coach with advanced training in proactive tax planning and tax reduction strategies. They focus on planning to help clients reduce taxes, rather than only preparing tax returns after the year is over. Their CTC designation is held by a small number of CPAs nationwide and reflects their focus on tax planning beyond standard tax preparation. They maintain offices in Plano, Texas, serving the DFW area, and Milpitas, California, serving Silicon Valley and the Bay Area. Their team handles tax filings across both states, including part-year and multi-state returns.

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License #0801319243

Contact:

(214) 315-6392

Mon-Fri: 9am - 5:30pm
Sat & Sun: Closed

TBR® Inspection Report: