Finding the right accounting partner in Dallas can mean the difference between reactive firefighting and proactive financial strategy. Whether you’re a fast-growing e-commerce brand managing sales tax across multiple states, a SaaS company wrestling with complex revenue recognition, or a local business preparing for expansion, your choice of CPA firm shapes everything from daily bookkeeping to long-term tax planning.
Dallas-Fort Worth’s business landscape demands accounting expertise that matches its diversity—from energy and real estate to technology and consumer goods. The firms profiled here range from boutique specialists with deep Texas roots to national practices with global reach, each offering distinct strengths for different business stages and industries.
Key takeaways
- Lane Gorman Trubitt offers over 70 years of Dallas-rooted expertise with particular strength in auto dealerships, construction, and non-profits—ideal for established local businesses seeking long-term advisory relationships.
- EisnerAmper brings Top 25 national resources with specialized FinTech, blockchain, and technology industry focus, making it a strong fit for venture-backed startups and digital-first companies.
- Forvis Mazars combines 100-year legacy with global network access across 72 U.S. locations and Top 10 international reach—best for companies with cross-border operations.
- Whitley Penn provides Texas-grown expertise across eight Texas locations, balancing local responsiveness with full-service capabilities for growing regional businesses.
1. Lane Gorman Trubitt (LGT)
Lane Gorman Trubitt represents the bedrock of Dallas’s independent accounting community. Founded in 1950, LGT has built its reputation on deep client relationships and comprehensive service delivery that spans generations of business owners.
Address: 2626 Howell Street, Suite 700, Dallas, TX 75204
Phone: (214) 871-7500
Email: askus@lgt-cpa.com
Hours: Monday–Friday, 9:00 AM–5:00 PM
Core specialties:
- Audit, assurance, and risk evaluation
- Business and personal tax consulting
- Litigation support and valuation analysis
- IT and cybersecurity advisory
- Wealth management and estate planning
Industries served:
Auto dealerships, construction, non-profits, manufacturing, and real estate form LGT’s primary practice areas. The firm maintains both Dallas and Houston offices, providing regional coverage while preserving the personalized attention that distinguishes independent practices from national competitors.
Best for:
Established Dallas businesses seeking a long-term advisory relationship with accountants who understand the local market. LGT excels with family-owned enterprises, dealership groups, and organizations that value face-to-face relationships over purely digital interactions. Their litigation support and valuation capabilities make them particularly valuable for businesses anticipating transactions or ownership transitions.
2. EisnerAmper Dallas
EisnerAmper brings Top 25 national resources to the Dallas market. Their membership in Tech Titans signals commitment to the region’s growing technology ecosystem.
Address: 16800 North Dallas Parkway, Suite 240, Dallas, TX 75248
Phone: (972) 818-5300 / (214) 252-7958
Contact: Angie Walters
Core specialties:
- Cloud accounting and blockchain advisory
- Audit and international tax planning
- Financial services and FinTech expertise
- Healthcare and life sciences
- Data analytics and digital solutions
- ESG compliance and sustainability frameworks
Industries served:
Technology, FinTech, financial services, healthcare, law, life sciences, manufacturing, real estate, and sports & entertainment represent EisnerAmper’s primary sectors. Their FinTech specialization includes understanding the unique compliance challenges that digital businesses face, including complex sales tax nexus triggers from remote employees and digital service delivery.
Best for:
Venture-backed startups, technology companies, and digital-first businesses that need accounting partners fluent in modern business models. EisnerAmper’s blockchain advisory and ESG capabilities serve companies preparing for institutional investment or public market activity.
3. Cherry Bekaert Dallas
Cherry Bekaert combines national CPA resources with the personalized attention of a regional firm. Founded in 1947 and operating as a member of Allinial Global network, they maintain the reach to serve complex multi-jurisdictional clients while preserving relationship-driven service.
Address: 7924 Preston Road, Suite 350, Plano, TX 75024
Phone: (469) 405-6060
Recognition: Forbes America’s Best Tax and Accounting Firms (multiple consecutive years)
Core specialties:
- Audit and assurance
- Tax planning and compliance
- Risk advisory and transaction consulting
- Industry-specific advisory (technology, government, healthcare, manufacturing)
- Digital transformation services
- Private client services
Industries served:
Technology, consumer goods, financial services, government contracting, healthcare, manufacturing, not-for-profits, private equity, and real estate & construction. Their government contracting expertise distinguishes them in the Dallas market, serving defense contractors and federal service providers.
Best for:
Mid-market companies that have outgrown boutique firms but want more personal attention than Big Four practices provide. Cherry Bekaert’s transaction consulting makes them valuable for businesses preparing for private equity investment, acquisition, or sale. Their Plano location offers convenient access for North Dallas businesses.
4. Bennett Thrasher Dallas
Bennett Thrasher has earned recognition for integrating robust technology with hands-on expertise. Their Dallas office sits in the Work/Shop development in Addison, backing up to Prestonwood Creeks golf course—a location that reflects their focus on building collaborative client relationships.
Address: 5495 Belt Line Road, Suite 345, Dallas, TX 75254 (Addison)
Phone: (469) 936-7990
Core specialties:
- Full-service accounting and tax planning
- Audit and assurance
- Business consulting and outsourced CFO/controller services
- Wealth management
- Tech-forward audit methods with real-time dashboards
- Cloud accounting solutions and data analytics
Industries served:
Real estate, technology, healthcare, hospitality, small to mid-sized companies, and high-net-worth individuals. Their collaborative approach with management teams helps tailor accounting strategies to specific operational realities rather than forcing clients into standardized service packages.
Best for:
Growing companies that want visibility into their financial data between quarterly reviews. Bennett Thrasher’s real-time dashboard capabilities appeal to operationally-minded CFOs and controllers who treat accounting as a strategic function rather than a compliance requirement. Their outsourced CFO services serve businesses that need senior financial leadership without full-time executive compensation.
5. Forvis Mazars
Dallas-based FORVIS and Paris-based Mazars joined together to create the 8th largest public accounting firm in the U.S. with combined revenues exceeding $5 billion. This combination brings 72 domestic locations and Top 10 global network access to Dallas businesses.
Phone: Contact via website
Core specialties:
- Tax, audit, and business advisory
- Transaction support and financial consulting
- Cloud accounting solutions
- Year-round client communication
- Regulatory guidance and risk management
Industries served:
Real estate, technology, healthcare, hospitality, energy, and companies of all sizes. The merged entity maintains the 100-year legacy of professional service while gaining international reach that serves expanding businesses.
Best for:
Companies with cross-border operations or international growth ambitions that need accounting partners with genuine global capabilities. Forvis Mazars serves businesses where domestic tax planning intersects with international considerations—transfer pricing, foreign subsidiary accounting, and multi-currency reporting. Their year-round communication model suits clients who value proactive advisory over annual compliance interactions.
6. Whitley Penn
Whitley Penn represents Texas-grown accounting expertise with a major footprint across the Southwest. Their eight Texas locations provide geographic convenience while maintaining the depth of services typically associated with larger regional or national practices.
Phone: Contact via website
Core specialties:
- Audit, assurance, and risk evaluation
- Federal, state, and local tax planning
- Business valuation and transaction consulting
- IT audit and cybersecurity assurance
- Outsourced CFO and controllership services
- Forensic accounting and litigation support
Industries served:
Startups, fast-growing companies, and major corporations across diverse sectors. Whitley Penn’s local roots translate into strong connections within the Dallas-Fort Worth business community—useful for clients who value referral networks and regional reputation.
Best for:
Texas-headquartered businesses that want accounting partners embedded in the local ecosystem. Whitley Penn’s combination of legacy excellence and operational agility serves companies navigating the transition from startup to established enterprise. Their forensic accounting capabilities add value for businesses dealing with fraud investigation, insurance claims, or dispute resolution.
7. Armanino LLP Dallas
Armanino positions itself among the most technologically advanced accounting firms in the country, with scalable offerings designed to grow alongside client businesses. Their emphasis on ERP consulting and implementation distinguishes them from traditional compliance-focused practices.
Phone: Contact via website
Core specialties:
- Technology-driven solutions and cloud-based accounting
- Outsourced CFO services
- ERP consulting and implementation
- ESG reporting and compliance
- Performance analytics and strategic planning
- Tax, audit, and assurance solutions
- Business management and outsourced finance
Industries served:
Startups, expanding businesses, technology companies, and organizations with complex compliance needs. Armanino’s focus on modernizing operations makes them particularly relevant for companies transitioning from QuickBooks to NetSuite or implementing more sophisticated financial infrastructure.
Best for:
Fast-growing companies that need accounting partners capable of scaling systems and processes alongside business expansion. Armanino excels at helping businesses outgrow startup-stage financial operations without the disruption of changing accounting firms mid-growth. Their ERP implementation expertise serves companies preparing for institutional investment or public market readiness.
8. Moss Adams Dallas
Moss Adams brings perennial advisory leadership to the Dallas market with innovative solutions and deep industry specialization. Their active involvement in organizations including Tech Titans, the Association for Corporate Growth, and the Texas Bankers Association reflects genuine integration into the regional business community.
Address: 14555 Dallas Parkway, Suite 300, Dallas, TX 75254
Phone: (972) 458-2296
Fax: (972) 788-4943
Core specialties:
- Advisory, assurance, and wealth management
- Transactions and information technology consulting
- Business risk, business continuity, and disaster recovery
- Private client services (tax planning, wealth management, family office)
- Consulting services across multiple disciplines
Industries served:
Oil & gas, financial services, real estate, manufacturing & consumer products, technology, construction, communications & media, not-for-profits, higher education, healthcare, and automotive & dealer services. This breadth makes Moss Adams relevant across Dallas’s diversified economy.
Best for:
Midsize domestic and foreign-owned enterprises—public, private, and not-for-profit—that need national resources with focused local presence. Moss Adams’s private client services serve business owners who want integrated business and personal financial planning. Their business continuity expertise adds value for companies addressing operational resilience after recent supply chain disruptions.
9. Haynie & Company Dallas
Haynie & Company represents a rapidly growing national CPA partnership with a strong Dallas office. Their recognition from multiple industry publications reflects consistent service quality and practice growth.
Address: 12222 Merit Drive, Suite 1900, Dallas, TX 75251
Phone: (214) 296-7900
Recognition: Accounting Today, Forbes, and Inside Public Accounting
Core specialties:
- Audit and assurance, tax planning and compliance
- Accounting for small businesses
- Employee benefit plan audits
- Outsourced accounting and business advisory
- QuickBooks ProAdvisor certified (setup, training, support)
Industries served:
Small to mid-sized businesses across various industries. Haynie’s QuickBooks ProAdvisor certification makes them particularly valuable for businesses standardized on QuickBooks who need expert guidance maximizing that platform’s capabilities.
Best for:
Small to mid-sized businesses facing expansion or complexity that need reliable technical expertise with personalized support. Haynie’s employee benefit plan audit capabilities serve companies establishing or modifying retirement plans. Their dedicated professionals provide expert guidance without the overhead of larger national practices.
When Dallas businesses need specialized sales tax support
Many Dallas businesses discover that general accounting expertise doesn’t fully address sales tax complexity. The challenge intensifies when companies:
- Sell across multiple states through e-commerce, wholesale, or marketplace channels
- Trigger economic nexus in new states as revenue crosses threshold levels
- Face state notices requesting registration, historical filings, or audit documentation
- Manage exemption certificates for wholesale, resale, and B2B transactions
- Navigate product taxability that varies by state (especially for SaaS, digital products, and bundled offerings)
Dallas accounting firms increasingly recommend that clients with multi-state sales tax exposure work with dedicated compliance services. This partnership model lets the accounting firm provide strategic oversight while specialists handle registration, calculation accuracy, filing deadlines, and audit preparation.
Managed sales tax services take on liability for compliance accuracy—a significant distinction from DIY platforms that put all responsibility on the business. For growing companies, this liability sharing provides meaningful protection while freeing internal resources to focus on operations rather than compliance administration.
Frequently asked questions
How do I know if my Dallas business needs a larger accounting firm?
Consider upgrading when your business complexity exceeds your current firm’s capabilities. Common triggers include multi-state operations, international transactions, private equity investment, or industry-specific compliance requirements. If your accountant frequently defers questions to outside specialists or responds slowly during critical periods, you may have outgrown their capacity.
Can my Dallas accounting firm handle sales tax for my e-commerce business?
Many accounting firms manage basic sales tax obligations but lack specialized resources for multi-state e-commerce compliance. The combination of marketplace facilitator laws, varying product taxability by state, and constantly changing nexus thresholds makes this a distinct specialty. Ask your firm specifically about their sales tax capabilities, and consider dedicated services for businesses operating across multiple states.
What’s the difference between audit and review services?
Audits provide the highest level of assurance through independent verification of financial statements—required for many financing arrangements and public companies. Reviews offer limited assurance through analytical procedures without full verification. Compilations simply present management-provided information without assurance. Most private companies need reviews or compilations unless lenders or investors specifically require audits.
How do accounting firms help with business sales or acquisitions?
Transaction advisory services include financial due diligence, quality of earnings analysis, purchase price allocation, tax structure optimization, and integration planning. Firms with dedicated transaction practices like Cherry Bekaert and Whitley Penn maintain specialists who understand deal dynamics and can identify issues before they become problems at closing.
Getting started with your Dallas accounting search
The right accounting partner accelerates your business rather than simply maintaining compliance. Whether you need a boutique firm for personalized attention or a national practice with global resources, Dallas offers options across the spectrum.
For businesses managing sales tax obligations alongside general accounting needs, consider how adding dedicated support complements your accounting relationship. Zamp works alongside Dallas accounting firms to handle registrations, filings, and notice management across all 50 states—freeing your accounting partner to focus on strategic tax planning and business advisory while specialists manage compliance details with real-time rooftop-accurate rates across 13,000+ U.S. jurisdictions and 70+ countries.
