Milbern Ray & Company

Making the numbers work for you.

Accounting firm in Southlake, TX (show on map)

5.0

★★★★★

5 reviews

Full service certified public accounting firm in Dallas/Fort Worth since 1969.

Call (817) 552-7661

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About

Milbern Ray & Company, LLP is a full service certified public accounting firm in the Dallas / Ft Worth area, established in 1969. We’ve had the privilege of serving thousands of clients from many industries and look forward to another 50 years of service ahead.

Over 50 years of experience

Full service accounting, auditing, tax, and management services

Membership in American Institute of CPAs and Texas Society of CPAs

AICPA Private Company Practice Section participation

Secure online portal for client file management

Services

Accounting Services

Complete range of accounting services from system setup to financial data preparation, sales tax reporting, payroll, bookkeeping, and system review for efficiencies.

Accounting system selection and setup Periodic financial data assistance Sales tax report preparation Real-time and after-the-fact payroll Comprehensive bookkeeping Financial statement analysis for mature businesses

Taxation Service

All aspects of tax return preparation and consultation for businesses and individuals, including guidance through complex tax laws and timely filing to avoid penalties.

Federal and state tax form preparation Year-round tax liability consultation Compliance with changing tax regulations

Auditing and Financial Reporting

Compilation, review, and audit examinations of financial statements, ensuring proper presentation and disclosure per regulatory requirements.

Compilation, review, and audit services Regulatory compliance assistance AICPA Private Company Section membership

Management and Special Services

Confidential financial, accounting, and administrative advice on an as-needed basis, with personalized consultations.

Confidential consultations Tailored financial advice Flexible scheduling for client meetings

Tax Issues Representation

Representation and resolution of IRS issues to prevent escalation, offering various settlement solutions.

IRS representation Penalty and interest mitigation Broad settlement options

Online Portal Service

Secure online portal allowing clients to upload/download QuickBooks files and prior year tax forms, centralizing tax information for individuals.

Secure file upload/download QuickBooks integration Centralized tax document storage

Credentials & Certifications

CPA

Since 1969

Reviews

Rating

★★★★★

Reviews

"They have helped with our taxes for 20 years and they are the best."

Frequently Asked Questions

What is my User ID for the secured portal? +

Your User ID for our secured portal is your email address.

What is my password for the secured portal? +

You should receive a series of emails with a temporary password and instructions on creating a permanent password to the portal. (We cannot access your password, please write it down somewhere!) If you do not receive these emails use the link above and use the password reset feature.

I am experiencing browser issues using the portal. What should I do? +

Try using Google Chrome. Although you can use any web browser, the portal functions best under Google Chrome.

How do I upload a file to the portal? +

Once you have logged into the portal, click on “ADD FILES” (in the middle right of the page). You’ll then be able to browse your computer files for what you want to upload. Once you have found the file you want to put on the portal, select “UPLOAD”. You cannot log out of the portal until the file is completely uploaded.

How do I download a file from the portal? +

If you are downloading a file, select the file, right click, download. Then you can select where you’d like to save the file.