Kevin Stockwell and Joshua Whitfield have provided business consulting and tax preparation services since 2004 to clients throughout Texas as well as California, Florida and Nevada.
Using secure portals to safely exchange financial information, Stockwell & Whitfield offers excellent service that saves you time and resources. While in-person appointments are available — we provide the donuts! — they are not required.
We differ from other firms by taking a consulting approach to our client relationships. With the experience of a downtown firm, minus the stuffiness, Stockwell Whitfield CPAs will be your advocate and put you in a position to make informed decisions.
We routinely discuss periodic business reviews, small business tax deductions, and year-end tax planning with our small business owners and tax clients. While other firms may match our depth, none can offer our unique approach that goes beyond the nuts and bolts of accounting and business tax return preparation.
In addition to small businesses, we also work with individual tax clients who have complex tax and wealth management systems who benefit from our expertise. Our client base is comprised of C&D recyclers, materials haulers, real estate investors, concrete contractors, consultants, dentists, computer technology advisors, physicians, chiropractors, doctors, insurance agents, videographers (the professional ones), attorneys, online retailers, and real estate agents, among several others.
We expect our clients to be open, honest, and responsive in communication. We prefer to work with clients who view our partnership as a collaboration, where our challenges and successes are shared.
We understand that some prefer a traditional relationship of standard tax preparation and accounting, and we are open to working within that framework too. We are excited to work together to develop a plan for your future!
We consult with small business owners and tax clients on the following:
We provide the experience and knowledge you can trust.
