Individuals + families
Personal tax planning, federal and state filings, gift planning, estate tax returns, and clear answers for more complex financial decisions.
Smallwood & Associates · Colleyville + Plano
Big firm capabilities. Small firm attention.
For tax, accounting, and advisory work that needs more than a seasonal filing, Smallwood & Associates, PLLC brings an established CPA bench and a personal relationship to the same table.
Serving clients since 1976 Colleyville + Plano Texas-rooted · Nationwide reach
1976Proudly serving clients since 1976, according to the official site.
49Years of trusted service stated on the About page.
13Certified Public Accountants and candidates listed by the firm.
2,500+Valued clients stated on the firm’s About page.
Who fits
Built for clients whose financial lives have more moving parts.
You may need a tax return. You may also need planning, clean books, estate or gift tax help, a nonprofit return, IRS correspondence support, an interim CFO, or a CPA who can coordinate with your attorney or financial advisor.
Businesses
Tax planning, bookkeeping, compilations, interim CFO support, buy-sell agreements, M&A, and dissolution guidance.
Estates + trusts
Careful tax work for estates, trusts, fiduciaries, gift planning, and wealth-transfer matters where documentation matters.
Nonprofits
Tax return preparation and reporting support for organizations that need to protect their mission and stay compliant.
The Smallwood bench
Professional depth without losing the relationship.
Smallwood & Associates is built for work where the tax, accounting, and advisory details need to stay connected. The service mix is broad, but the promise is simple: bring the moving parts to one capable table.
AdvisoryEstate planning support, family office coordination, M&A guidance, buy-sell agreement support, business dissolution, and interim CFO services.
TaxFederal income tax returns, state and local income taxes, estate tax returns, nonprofit tax returns, gift tax returns, and IRS representation.
AccountingBookkeeping and compilations that give owners, families, boards, and advisors a clearer financial picture.
WorkflowA TaxDome portal for secure document exchange, e-signatures, invoices, payments, mobile access, and centralized communication.
Texas-rooted · national reach
Two DFW offices. Support across the country.
Smallwood & Associates, PLLC serves from Colleyville and Plano while working with clients across the United States by phone, Microsoft Teams, and in person.
If your tax picture crosses states, entities, advisors, or family planning questions, you do not need a scattered set of answers. You need a firm that can keep the moving parts in view.
Colleyville5320 Pleasant Run Road
Colleyville, TX 76034
Colleyville, TX 76034
Plano5345 Towne Square Drive
Suite 140
Plano, TX 75024
Suite 140
Plano, TX 75024
Phone(817) 427-1040
Common questions
Start with the right conversation.
Can I work with the firm if I am outside DFW?
Yes. The firm states that it works with clients throughout the United States by phone, Microsoft Teams, and in person.
Can the team coordinate with my advisor or attorney?
Yes. With client approval, the firm can coordinate planning discussions and securely share files with trusted professionals.
What is the first step?
Schedule an introductory call so the team can understand your needs, answer questions, and determine the right next step.
What kinds of clients are a strong fit?
Individuals, families, business owners, estates, trusts, fiduciaries, and nonprofits that need more than basic tax preparation.
Bring the moving parts to one table.
Start with a conversation about the tax, accounting, and advisory questions that need attention now.