Business Details
10 Years
experience
Trusted Accounting & Financial Advisory Services in Dallas
Reiff Martin CPA is a full-service accounting and tax firm dedicated to empowering business owners through strategic financial guidance. With over 30 years of combined experience, our team specializes in tailored accounting solutions for growth-stage small businesses, going beyond basic tax preparation to deliver actionable insights. Founded by Alison Reiff-Martin, a licensed CPA and small business owner herself, we understand the unique challenges entrepreneurs face and prioritize personalized service to meet individual needs. Our expertise spans tax compliance, strategic planning, virtual CFO services, and estate planning for high-net-worth clients.We maintain affiliations with professional organizations like the AICPA and Texas Society of CPAs, ensuring adherence to industry standards. By combining technical proficiency with a client-centric approach, we help businesses optimize financial operations, reduce tax liabilities, and achieve long-term growth. Our commitment to community extends through educational initiatives and local partnerships, reflecting our belief in holistic business development. With offices in Dallas and remote services across Texas and the U.S., we provide flexible solutions to meet modern business demands.
Services
Tax Advising
Strategic Planning
Virtual CFO
Estate Planning
IRS Representation
Financial Reporting
Payroll Services
Bookkeeping
Business Advisory
Details
- Year established: 2016
Highlights and features
- 30+ years of CPA experience with growth-stage small businesses
- Personalized financial strategies tailored to individual business needs
- Virtual CFO services providing executive-level financial expertise
- Proactive tax planning to minimize liabilities and maximize savings
- Community-focused approach with local educational partnerships
Associations and certifications
- CPA (Certified Public Accountant)
- QuickBooks Pro Advisor
- AICPA
- Texas Society of CPAs
- Dallas Society of CPAs
What people say
Trusted advisor
Efficient partnership
Actionable insights
Tax savings expertise
Educational approach
Services
Tax Advising
Our tax advisory services combine compliance expertise with strategic planning to minimize liabilities. We prepare federal and state tax returns while identifying deductions and implementing year-round strategies. With constant tax law updates, we ensure businesses remain compliant while maximizing savings through proactive planning.
Virtual CFO
Access executive financial expertise without full-time costs. Our virtual CFO services include cash flow analysis, profitability planning, and strategic decision support. We help businesses interpret financial data, create growth strategies, and implement systems for better financial control and long-term success.
Estate Planning
Specialized estate planning for high-net-worth individuals and business owners. We develop customized strategies to protect assets, facilitate generational wealth transfer, and minimize tax exposure. Our collaborative approach works with attorneys and investment advisors to create comprehensive legacy plans aligned with personal values.
Strategic Planning
Transform financial data into actionable growth strategies. We analyze business performance metrics, identify growth opportunities, and develop implementation plans. Our services include goal setting, resource optimization, and regular financial reporting to track progress toward sustainable business expansion.
IRS Representation
Professional support during IRS audits and tax disputes. Our CPA team leverages extensive tax law knowledge to navigate complex situations, communicate with tax authorities, and achieve favorable outcomes. We work to resolve issues while implementing preventive measures for future compliance.
People
Alison Reiff-Martin
CEO
30+ year CPA with expertise in small business accounting, tax strategy, and financial planning. Former university adjunct professor and community leader recognized for local service initiatives. Combines technical proficiency with entrepreneurial understanding.
Penny McCarthy
Bookkeeper
22-year bookkeeping veteran known for accurate financial records and client-focused problem-solving. Balances professional excellence with personal dedication to family and pets while maintaining meticulous accounting systems.
Georgia Bond
Administrative Assistant
Recent Texas A&M graduate pursuing law school. Provides administrative support while gaining valuable experience in small business operations and client relations.
Questions
What accounting services do you specialize in for small businesses?
We focus on tax planning, virtual CFO services, strategic financial analysis, and estate planning tailored to growth-stage small businesses.
How does your free consultation process work?
We begin with a discovery meeting to understand your financial goals, review current accounting systems, and create a customized plan for improved financial management.
Do you work with businesses outside the Dallas area?
Yes, we provide remote services to businesses across Texas and the United States while maintaining in-person capabilities in the Dallas-Ft. Worth metroplex.
What experience do you have with tax audits?
Our CPAs have extensive experience representing businesses during IRS audits, leveraging our tax expertise to achieve favorable outcomes and implement preventive measures.
How do you help businesses improve financial decision-making?
We provide regular financial reporting, actionable insights, and strategic planning sessions to help business owners make informed decisions based on accurate data.
Reviews (4)
Skye Griffin
Aug 16, 2021
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There are certain trusted professionals that everyone needs in their life: folks like a mechanic, a doctor, and a CPA. Alison Reiff-Martin is my trusted ally when it comes to all things tax-related. She's thorough, prompt, knowledgeable, and just plain friendly to talk to. She also has the heart of a teacher, which really appeals to my nature of asking "Why?" incessantly. Not only has Alison and her team helped me with my small business, but she's kept me apprised of important changes with the IRS - I first learned of the Child Tax Credit Advances through her. I sleep better every tax season knowing
Sharita Sheppard
Jul 03, 2021
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We highly recommend Reiff Martin; very knowledgeable, professional, and trustworthy. Alison was so incredibly patient and responsive while paying attention to detail. It was seamless to work with her; the relationship developed during brief consultation and it was like we knew her for years. We appreciate the time spent educating us on our personal and business taxes and sharing future tax strategies. Very grateful to have met her and will use her services again.
Kelly Clayton
Jun 17, 2021
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Alison is amazing. Our former CPA retired one month before our very complicated returns were due. Alison said "no problem" and spent a lot of time with us making sure she understood our needs for our companies. She also reviewed the last 10 years of returns to catch things our former CPA didn't. She is always on time with her work and is so friendly and professional. We enjoy working with her.
Katharine
Jun 14, 2021
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I have truly enjoyed working with Alison and her team. She is thorough and invested in our business and the overall financial health of the company. I am thrilled we found her!
