Strategic Financial Leadership for Growing Businesses
Premier CPA firm in Dallas, Texas specializing in Fractional CFO services, Tax Preparation, Business Advisory, and Bookkeeping.
Our Services
Comprehensive financial solutions tailored to your business needs
Fractional CFO
Strategic financial leadership without the full-time cost. Our experienced CFOs provide executive-level financial guidance, forecasting, and strategic planning to accelerate your business growth.
- Financial strategy & planning
- Cash flow management
- KPI tracking & reporting
Tax Preparation
Comprehensive tax planning and preparation services for businesses and individuals. We maximize deductions, ensure compliance, and provide year-round tax strategy to minimize your liability.
- Business & personal tax returns
- Tax planning & strategy
- IRS representation
Business Advisory
Strategic consulting to help your business thrive. From startup guidance to exit planning, we provide expert advice on business structure, operations, growth strategies, and financial optimization.
- Business valuation & planning
- Mergers & acquisitions
- Strategic growth consulting
Bookkeeping
Accurate, reliable bookkeeping services that keep your finances organized and compliant. We handle the day-to-day financial records so you can focus on growing your business.
- Monthly financial statements
- Accounts payable & receivable
- Bank & credit card reconciliation
Meet Our Team
Experienced professionals dedicated to your financial success
David Mitchell
CPA, Managing Partner
With over 20 years of experience in corporate finance and tax strategy, David leads our team with expertise in complex business structures and strategic financial planning. He specializes in helping businesses scale efficiently while optimizing their tax position.
Sarah Reynolds
CPA, Senior Tax Strategist
Sarah brings 10 years of tax planning experience, specializing in corporate tax strategy and business advisory for growing companies. Her analytical approach helps clients identify tax-saving opportunities while maintaining full compliance with IRS regulations.
Maria Rodriguez
CPA, Tax Director
Maria's 15 years of tax expertise spans individual, corporate, and international taxation. She excels at navigating complex tax situations and has helped hundreds of clients achieve significant tax savings through strategic planning and proactive compliance.
Why Choose Momentum Group?
At Momentum Group, we're more than just accountants—we're strategic partners in your financial success. Our Dallas-based CPA firm combines deep technical expertise with a genuine commitment to understanding your unique goals and challenges. Serving businesses and individuals throughout the Dallas-Fort Worth metroplex, we provide comprehensive financial services tailored to your needs.
Whether you're a growing business seeking fractional CFO services in Dallas, an individual looking for comprehensive wealth management, or a company needing expert tax preparation and business advisory services in Texas, we deliver personalized solutions that drive real results. Our team of certified public accountants and financial advisors brings decades of combined experience to every client engagement.
Years of Experience
Clients Served
Tax Savings Delivered
Client Satisfaction
Client Success Stories
Hear from businesses and individuals we've helped achieve their financial goals
"Working with Momentum Group transformed our financial operations. Their fractional CFO service gave us executive-level insights without the full-time cost. Revenue increased 40% in our first year together."
Michael Johnson
CEO, TechStart Solutions
"The Momentum team saved us over $85,000 in taxes through strategic planning we didn't even know was possible. Their expertise and proactive approach have been invaluable to our family business."
Robert Patterson
Owner, Patterson Manufacturing
"Jessica's wealth management guidance helped us retire two years early. Her comprehensive planning approach gave us confidence in our financial future. Truly exceptional service."
David & Linda Chen
Retired Entrepreneurs
"David's business advisory expertise was crucial during our acquisition. He guided us through complex valuation and negotiation processes, ensuring we got the best deal possible."
Amanda Martinez
Founder, Bella Boutique Chain
"The team at Momentum Group is simply outstanding. They handle all our accounting needs with precision and always make time to explain complex financial matters in terms we understand."
James Wilson
Managing Partner, Wilson Law Firm
"From startup to $10M in revenue, Momentum Group has been with us every step. Their strategic financial guidance and tax planning have been instrumental to our growth."
Sophia Kim
CEO, GreenTech Innovations
Ready to Experience the Momentum Difference?
Schedule a complimentary consultation and discover how we can help you achieve your financial goals.
No obligation • 30-minute session • Expert guidance
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Proudly Serving the Dallas-Fort Worth Metroplex
From Downtown Dallas to Fort Worth and every city in between, Momentum Group provides expert CPA and financial advisory services to businesses and individuals throughout the DFW area.
Don't see your city? We serve all of North Texas. to learn more.
Frequently Asked Questions
Get answers to common questions about our CPA and financial services
What services does Momentum Group offer?
Momentum Group offers comprehensive financial services including Fractional CFO services, Tax Preparation for businesses and individuals, Business Advisory consulting, and Wealth Management. We serve clients throughout the Dallas-Fort Worth metroplex.
What is a Fractional CFO and how can it help my business?
A Fractional CFO provides executive-level financial leadership on a part-time or contract basis. This gives growing businesses access to strategic financial planning, cash flow management, and high-level expertise without the cost of a full-time CFO. It's ideal for businesses generating $1M-$50M in revenue.
How much can I save with professional tax planning?
Our clients typically save 15-40% on their tax burden through strategic planning. This includes entity structure optimization, deduction maximization, retirement planning strategies, and proactive year-round tax management. We've helped clients save over $85,000 in a single year.
Do you offer free consultations?
Yes! We offer complimentary 30-minute consultations to discuss your financial needs and determine how we can help. There's no obligation, and it's a great opportunity to meet our team and understand our approach to your specific situation.
What industries do you specialize in?
We serve a diverse range of industries including technology startups, healthcare practices, real estate investors, professional services firms, manufacturing companies, and retail businesses. Our team has specialized expertise in high-growth companies and complex business structures.
What makes Momentum Group different from other CPA firms in Dallas?
Unlike traditional CPA firms that focus solely on compliance, we're strategic partners in your financial success. We combine proactive tax planning, fractional CFO expertise, and wealth management under one roof. Our team provides personalized attention with the resources of a larger firm, and we're committed to helping you achieve measurable results.
Get In Touch
Ready to take your financial strategy to the next level?
Contact Information
Office Hours
Monday - Friday: 9:00 AM - 6:00 PM
Saturday: By Appointment
Sunday: Closed
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Visit Our Dallas Office
Located in the heart of Downtown Dallas, easily accessible from all major highways