WELCOME TO SHAMBLIN, CPA

We are experienced. We know what to do, how to do and when to do it.
​Let trusted, skilled professionals handle your books.
Contact us now to start a conversation!

CONTACT US

Our Services

1.

Accounting & Administration

Your business relies on more than bookkeeping and tax preparation services. Shamblin, CPA offers every client individualized guidance regarding insurance, personnel, budgeting, start-up procedures, compliance with state and local laws and profitability analysis. We provide Quickbooks and payroll services. ​With over twenty-five years of experience, our team will confidently navigate your areas of concern. 
 
We are invested in seeing every client to success and our approach to service is to be accessible to answer your questions as they arise.

2.

Tax Prep
& Planning

We can prepare tax returns for federal and all 50 states.

For Individuals –
• Estate planning 
• Marriage and divorce
• Developing a financial plan
• Tuition planning
• Charitable contributions
• Coping through death of a loved one 
• Investment support
• Buying and selling a home
 
For Businesses – 

• Purchase | disposal of assets
• Cash flow & profitability analysis and management
• Sale and acquisition of businesses: startup, liquidation, and exit strategy
• Choices of operating entity
• Accounting services using Quickbooks software
• Financial distress and bankruptcy 
• Insurance and personnel administration

Website Development –
The development, implementation, and maintenance of a website is a critical business decision. It is important to consider the following:
• What is the business purpose of the website?
• What is the cost to create and maintain a site?
• What are the likely benefits and revenue streams to your business?

We can help you develop a website that meets your needs. We have skilled technical associates to help you implement the right plan.

3.

Audit, Review & Compilation

Shamblin CPA takes a personalized approach and dives deep into your business. We understand the unique accounting rules and regulations applicable to your business. Industries served include but not limited to: manufacturing, distribution, construction, medical and dental, service industries. 
 

4.

International
Services

Shamblin CPA comfortably offers diverse expertise in international matters. 

*Fluent in Mandarin

About Shamblin, CPA & STAFF

Joe D. Shamblin, BA, MA, CPA

For over 25 years Joe Shamblin has proudly served the City of Richardson.  As former Controller and CFO, Joe managed a number of industry segments bringing a wide scope of experience to his current practice.  Joe offers consulting on cash flow, profitability, personnel, insurance and other matters attendant to business.  From navigating personal finances, planning for the various stages of life, marriage & divorce, bankruptcy, collections, estate planning and disputes of all kinds, Joe and his reliable staff offer the skills necessary to meet your tax reporting and planning needs. 

TAX TOOLS​

Where’s My Refund?
Helpful Forms

we look forward to working with you

Working Hours

Mon-Fri: 10AM - 5PM

We Are Here

7800 Preston Rd., Suite 147
Plano, TX 75024
Office: 972-234-5599
Fax: 972-666-4869
Email: [email protected]