Tax advising and compliance
Tax preparation and planning for business owners who want fewer surprises and a clearer plan before deadlines arrive.
Dallas CPA · tax · advisory · virtual CFO
Know the numbers before they become decisions.
CPA-led accounting, tax, and advisory for growth-stage business owners who need more than a return at year-end. Get clean reporting, proactive planning, and a financial partner who helps turn information into action.
Founded 2016 firm history 30+ years founder experience 5.0 / 14 Experience.com reviews
01CPA-led advisory
Accounting support tied to business decisions, not just compliance deadlines.
02Small-business focus
Built for owners who have outgrown checkbook management and need better reporting.
03Real client language
Clients describe Alison as a business partner, not a once-a-year vendor.
The problem
Growth gets harder when your books only explain the past.
When the business starts moving faster, late reports and once-a-year tax conversations leave too many decisions to instinct. Hiring, pricing, cash flow, payroll, taxes, and expansion all need numbers you can trust while there is still time to act.
Reiff Martin CPA gives owners a clearer operating rhythm: organize the financial picture, interpret what it means, and use it to plan the next move.
What they handle
Accounting services shaped around business decisions.
Specific support for tax, reporting, planning, and financial leadership.
Strategic planning and financial advising
Turn accounting reports into operating decisions with regular financial insight and practical planning.
Virtual CFO services
A CPA partner for hiring, expansion, cash flow, real estate, and other decisions that need better numbers.
Estate and trust planning coordination
Collaborative planning with attorneys and investment advisors for legacy, trusts, and transition needs.
Alison Reiff-MartinCPA and founder
Founder-led
A CPA who understands the owner’s side of the table.
Alison Reiff-Martin founded the firm in 2016 after years of financial and accounting work with growing companies. Her message is simple: owners deserve timely financial information they can use, not reports that arrive after the decision has already been made.
The firm’s work goes beyond preparing returns and statements. It helps business owners organize the numbers, understand what they mean, and use them to plan with more confidence.
“In some ways it seems like Alison is a business partner.” — Rob Howe, Managing Partner
How it works
A simple rhythm for getting from scattered numbers to useful decisions.
Talk through the business
Start with a consultation about goals, pressure points, and the financial questions that keep coming up.
Get the books organized
Review systems, statements, reporting, and tax needs so the foundation is clean enough to support planning.
Use the numbers to grow
Meet regularly around performance, budget, tax, and operating choices so insight turns into action.
Best-fit clients
Built for owners who need more than annual compliance.
Owners who need timely financial reporting before hiring, expanding, pricing, or investing.
Companies that need federal, state, payroll, franchise, sales tax, and planning handled together.
High-net-worth individuals, trusts, estates, and business transitions that need coordinated guidance.
Proof
Clients talk about guidance, partnership, and practical education.
Third-party listings show a 5.0 Experience.com rating from 14 reviews, adding another signal that clients value Alison’s responsiveness and practical guidance.
“In some ways it seems like Alison is a business partner, that’s how big a role she plays in the story of Recreation. We would not be where we are without her guidance, efficiency and partnership.”
Rob Howe, Managing Partner
“The presenters were engaging and very knowledgeable. The benefits of learning about prevention, procedures, and that there are professionals to help us gave us more tools to succeed.”
Sheila Seiter, Business owner
Questions owners ask
Clear answers before the first call.
Who is the best fit for Reiff Martin CPA?
Growth-stage small-business owners, entrepreneurs, and families with more complex tax or planning needs are the strongest fit.
Do they only handle tax returns?
No. Tax preparation is part of the work, but the firm also provides planning, financial reporting, strategic advisory, and virtual CFO support.
Can meetings happen remotely?
Yes. The firm lists in-person service in the Dallas-Fort Worth area and remote service across Texas and the United States.
What happens in the first consultation?
The first call is used to understand your accounting needs, business goals, and where better financial information could help you make decisions.
Is this a guarantee of tax savings?
No. The right CPA process can identify legal planning opportunities, but tax outcomes depend on facts, timing, and applicable rules.
Start here
Bring the financial questions. Leave with a clearer next step.
Schedule a consultation with Alison Reiff-Martin, CPA, and talk through what the business needs now: tax planning, better reporting, advisory support, or a virtual CFO rhythm.