Argyle · DFW / North Texas · Principal-Led CPA

Principal-Led Tax Counsel.

For high-net-worth families, family offices, and serious small businesses who want one CPA — not a revolving prep team.

Call (877) 626-8299 Book consultation Clarity Review

111 Dallas Street, Suite 117 · Argyle, TX 76226 · Year-round availability

CPA

Texas Licensed

MPA

UT Austin McCombs

25+

Years Experience

1:1

Principal Access

For prospective clients

Clarity Review

Share your last one to two years of tax returns. Susannah provides a confidential review and a practical planning conversation — a thoughtful on-ramp for families and owners considering a principal-led CPA relationship.

Review of your recent returns focused on clarity and planning openings
Conversation with Susannah — Argyle office or virtual
Honest discussion of opportunities — no promised savings percentage

Call (877) 626-8299 Request Clarity Review

Analysis based on the returns you share — not a guaranteed refund or savings percentage.

What you receive

Clarity before commitment

A second set of CPA eyes on recent filings
Planning conversation points you can act on
A clear sense of whether the firm is the right fit

Or book a full consultation

The Difference

Premier client service — not a volume tax factory

Many firms focus on preparing thousands of returns a year, cycling different people onto your file and involving a CPA only for a final review. Here, your CPA prepares the work and stays with you year round.

Your CPA does the work

All services are provided by Susannah W. Walsh, CPA — not temporary preparers rubber-stamped at the finish line.

Premier client service

Effort goes into understanding your unique situation, discovering opportunities, and planning for the future — not throughput.

Year-round access

Questions, life events, and planning checkpoints are welcome throughout the year — not only in filing season.

Depth over volume

Complex individual, family, and business situations get the analytical attention they deserve.

Licensed CPA authority

A Texas-licensed CPA can generally represent taxpayers before the IRS with the breadth the designation allows — choose credentials carefully.

Quiet professionalism

Discreet counsel for families and owners who prefer a principal relationship over a call-center experience.

Who We Serve

Built for those who need a principal, not a process

Ideal clients value accuracy, discretion, and a CPA who knows their story — high-net-worth families, family offices that want honest principal attention, and serious small-business owners.

High-net-worth individuals and multi-generational families
Family offices seeking light, honest principal counsel
Serious SMB owners with real entity and planning complexity
Clients with rentals, trusts, or family investment partnerships

Start with Clarity Review View services

A good fit when

You want counsel, not a queue

You are tired of revolving preparers who do not know your file
Your situation involves more than a simple W-2 return
You want planning conversations before year-end closes
You prefer one accountable CPA over a volume factory

Serving Argyle and clients across the Dallas–Fort Worth metroplex and North Texas — with virtual meetings when travel does not make sense.

Services

Tax, planning, and accounting — personally delivered

A complete assortment of tax and accounting services for individuals and businesses, delivered by your CPA with premier attention to detail.

Tax Planning

Year-Round Tax Planning

Proactive counsel timed to your life and capital events — so decisions happen while the year is still open, not only at filing.

✓ Planning conversations around life & wealth events
✓ Mid-year projections when complexity warrants
✓ Entity, timing, and deduction strategy
✓ Available year-round — not seasonal only

Tax Preparation

Individual & Business Returns

Federal and state filings prepared by your CPA — individuals, owners, rentals, trusts, and family investment partnerships.

✓ Federal & multi-state returns
✓ Rentals, trusts & family partnerships
✓ Electronic filing
✓ Principal preparation — not temp-staffed volume

Accounting

Accounting & Financial Clarity

Reporting, bookkeeping, and payroll support that keeps ownership numbers decision-ready for serious small businesses.

✓ Financial reporting
✓ Bookkeeping & payroll
✓ Tax-ready year-end packages
✓ Owner-level clarity

Advisory

Financial Analysis & Modeling

Forecasting, profitability analysis, and analytical support grounded in private-equity and corporate-finance experience.

✓ Financial modeling & forecasting
✓ Product & customer profitability
✓ Scenario analysis for owners
✓ Counsel sized to your complexity

How We Work

A clear path from first call to year-round partnership

From a private consultation through ongoing counsel — designed around your entities, goals, and filing calendar.

Private Consultation

We learn your entities, income picture, and goals — in Argyle or virtually — and confirm a thoughtful, principal-led fit.

Clarity Review

Your recent returns receive a clear-eyed look so opportunities, gaps, and planning openings surface before the next season.

Personalized Plan

A practical plan for filings, planning checkpoints, and accounting support sized to your family’s or company’s complexity.

Year-Round Partnership

Ongoing access to your CPA for life events, questions, and proactive moves — not a once-a-year filing desk.

About

Susannah W. Walsh, CPA, MPA

Principal · Susannah W. Walsh, CPA, PLLC

A Cum Laude graduate of The University of Texas at Austin, Susannah earned a Master of Professional Accounting and a Bachelor of Business Administration from the McCombs School of Business — widely recognized among leading graduate accounting programs.

She is a Certified Public Accountant licensed in Texas with over 25 years of public accounting experience serving individuals and small businesses. Her career includes Senior Auditor work at Arthur Andersen LLP, corporate finance as a Senior Financial Analyst at Sabre, Inc., and financial analysis for a private equity fund — including due diligence, portfolio monitoring, and reporting for hedge funds and complex family investment partnerships.

That blend of Big Four rigor, corporate finance, and private-capital analytical depth informs how she serves high-net-worth families, family offices, and serious business owners today — with premier client service as the standard.

Call (877) 626-8299 Request Clarity Review

Why clients stay

Credentials, continuity, and a principal who shows up

Trust comes from who does the work — a Texas CPA with an MPA from UT Austin McCombs, decades of experience, and a practice built for families and owners who refuse the volume model.

CPA + MPA

Texas-licensed CPA with a Master of Professional Accounting from UT Austin McCombs — Cum Laude.

25+ years

Public accounting depth spanning Arthur Andersen, corporate finance, and private-equity analysis.

Principal-led

Susannah prepares and advises — not a revolving desk of seasonal temps.

Honest outcomes

We review your facts before we talk results. No invented savings percentages.

FAQ

Questions we hear often

Straightforward answers for families and owners considering the firm.

Who is Susannah W. Walsh, CPA, PLLC built for?

High-net-worth individuals and families, family offices seeking principal-level attention, and serious small-business owners who want a Texas-licensed CPA — not a volume tax factory — handling their matters personally.

What is the Clarity Review?

A confidential offer for prospective clients. Share your last one to two years of tax returns; Susannah walks through opportunities and planning conversation points. It is an analysis discussion — not a guaranteed savings percentage.

How is this different from a large tax firm or seasonal chain?

All services are provided by Susannah W. Walsh, CPA. Volume-oriented firms often cycle temporary preparers and involve a CPA only for a final rubber-stamp review. Here, premier client service and principal preparation are the point — year round.

What are Susannah’s credentials?

Susannah is a Certified Public Accountant licensed in Texas. She earned a Master of Professional Accounting and a Bachelor of Business Administration, Cum Laude, from The University of Texas at Austin McCombs School of Business, and has over 25 years of public accounting experience — including Arthur Andersen, corporate finance at Sabre, and private-equity financial analysis.

Where is the office and how do I get started?

We are at 111 Dallas Street, Suite 117, Argyle, TX 76226. Call (877) 626-8299 or email susannah@swalshcpa.com to book a consultation or request a Clarity Review. The client document portal is for current clients — new prospects should call or book first.

Can you guarantee how much I will save?

No ethical firm can promise a fixed savings percentage before reviewing your facts. We focus on accurate filings, thoughtful planning, and clear next steps based on your situation.

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