TravisWolff
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Founded in 1991 with more than 140 employees and offices in Dallas and San Antonio, TravisWolff is an independent accounting and advisory firm that’s small enough to know its clients personally, yet big enough to provide the range of services to meet their distinct needs. Whether you’re an entrepreneur starting or growing a business, at the helm of an established, mature company or an individual with financial needs as unique as your fingerprint, TravisWolff’s team of CPAs are well-versed and well-credentialed in working with clients that typically fall into one of three distinct practice groups:
Entrepreneurs
Led by Partner Perry Kaufman
Having spent 15 years in his own thriving firm, Perry works most frequently with clients whose annual revenues range from $5 to $50 million. His areas of concentration include tax planning and compliance; business, financial and tax implications of mergers and acquisitions; cost segregation; business entity and growth planning; and succession planning for several industries, including real estate and professional services.
Individuals
Led by Partner Ken Travis
Ken’s name is synonymous with sophisticated tax and planning strategies for successful individuals, families, and businesses. Ken has more than 25 years of experience in combining knowledge of his clients’ personal and financial needs with the crafting of matchless solutions using wealth accumulation, retention and transfer strategies, estate and gift tax planning and analysis, merger and acquisition planning, and income tax planning and compliance.
Founded in 1991, TravisWolff has been consistently ranked as one of the Top 15 Firms in the Southwest by Practical Accountant, and one of the Largest North Texas Accounting Firms by the Dallas Business Journal. The firm has also received the Dallas Business Journal’s Best of Business Award for Best Professional Services Accounting Firm and the Alfred P. Sloan Award for Business Excellence in Workplace Flexibility. Most recently TravisWolff was ranked #5 on the list of Top Southwest Firms by Accounting Today.