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Greenlight Tax Group

Greenlight Tax Group

Reviews Summary

Overwhelmingly positive reviews highlight exceptional service, tax savings, and strategic expertise. Many praise the team's professionalism, responsiveness, and ability to simplify complex tax processes. Several mention significant financial savings and improved business structures. While most experiences are stellar, a few note delays or errors, but the majority emphasize trust, personalized attention, and long-term value. The consensus is strong recommendation for both personal and business tax needs.

About This Listing

Bookkeeping
Accounting
Business Consulting
Payroll
Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
Small Businesses
Real Estate
QuickBooks
State-Specific Experience
Multi-state Experience
Local Tax Credits

Who Can Work with a CPA?

Individuals seeking tax prep, retirement planning, or financial advice
Small business owners needing bookkeeping, payroll, or tax compliance
Freelancers and contractors with 1099 income or complex returns
Couples planning finances together or managing joint returns
Investors with capital gains or rental property income
Anyone looking for year-round financial guidance and peace of mind

*Note: CPAs may specialize in different areas. Be sure to check credentials and service offerings.*

First-Time Clients

If this is your first time working with a CPA, don’t worry — most professionals offer a free consultation and will walk you through what to expect. You may be asked to complete an intake form, share financial documents, or set clear goals for your session.

What to Know Upfront:

Documentation Bring your most recent tax returns, income details, and any financial concerns
Availability Appointments fill up quickly during tax season — book early if possible

*Note: Every CPA operates a bit differently. Don’t hesitate to ask questions before committing.*

What to Bring

Government-issued ID for verification
Tax documents (W-2s, 1099s, investment summaries, etc.)
Receipts or logs for deductible expenses, donations, or mileage

*Tip: Organize your documents in advance to save time and ensure accuracy.*

Preparing for Your Appointment

Write down any financial goals or questions in advance
Check if your CPA offers virtual sessions or document uploads
Bring a notebook or use a notes app for key takeaways
Know your deadlines for filing, payments, or compliance

*Note: Preparation helps you make the most of your CPA’s expertise.*

How to Get Started

Use our directory to find highly reviewed CPAs near you. Reach out directly to schedule your consultation.

Other Helpful Info

Many CPAs offer both in-person and remote consultations
Fees may be flat-rate, hourly, or based on service complexity
Some CPAs specialize in industries like healthcare, real estate, or tech
Check for client reviews and credentials (CPA license, EA, etc.)

*Note: Every CPA is different — take time to find one who fits your goals and style.*

Features

Bookkeeping
Accounting
Business Consulting
Payroll
Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
Small Businesses
Real Estate
QuickBooks
State-Specific Experience
Multi-state Experience
Local Tax Credits

Contact Information

Address

8350 N Central Expy Suite 1900

Dallas, Texas 75206

Visit Website Call Now Get Directions

Hours

Sunday Closed
Monday 9AM-5PM
Tuesday 9AM-5PM
Wednesday 9AM-5PM
Thursday 9AM-5PM
Friday 9AM-5PM
Saturday Closed

Customer Reviews

Demrie and her team at Greenlight Tax Services are truly top-notch! As a licensed mortgage loan originator, I?ve not only trusted them with my own personal tax filings but have also confidently referred several of my clients to them ? and they always deliver. Unlike many firms that feel cold or difficult to communicate with, the Greenlight team is consistently professional, approachable, and incredibly helpful. They make a complicated process feel simple and stress-free. Highly recommend them for both bookk

Working with Demrie and Greenlight Tax Group was nothing short of outstanding! Demrie and her staff went above and beyond?extremely consultative, proactive with updates on my return status, and impressively resourceful. I felt confident and well taken care of from start to finish. This is by far the best experience I?ve had with a tax firm. I?ll definitely be returning next year. Exceptional service all around!

We?ve had a fantastic experience working with Greenlight Tax Group! Demrie and Melanie have been incredible partners in helping us establish a solid tax strategy for our business. They are not only knowledgeable and professional but also personable and genuinely invested in our success. Their expertise has saved us money and improved our efficiency, making the entire process seamless and stress-free. We highly recommend Greenlight Tax Group to any business looking for top-notch tax guidance and support! ?

Green light tax group was extremely helpful and efficient in helping me file my taxes! They were able to file an extension for me just days before tax day, and helped maximize my tax return. I mainly worked with Demrie Henry and she could not have been more helpful and knowledgeable, she was there helping me every step of the way. I would recommend Green light tax group to anyone!

Greenlight Tax Group is amazing! They help businesses do the things that they need to. Build our businesses. They are there to help us manage our tax liabilities, and to keep us on track.

We LOVE Greenlight Tax Group! Working with the entire team over at Greenlight has been an awesome experience. Over the last 2+ years since we met Demrie at a conference, she and her team have helped take our business to a new level. We hear from them regularly to give us suggestions on how to prepare and adjust our company in the ever-changing crazy tax environment. I have recommended many colleagues to meet with the team at Greenlight to see how their business can grow like ours did.

Greenlight Tax group is great! They kept me in the loop with everything going on and have consistently maximized my tax return for my business and me personally. 10/10 recommend for your tax needs

I can't recommend Greenlight Tax Group enough! They have been incredibly helpful to The Raleigh Green Real Estate Group. Their expertise in navigating complex tax situations has made a significant difference for our business. The team is professional, responsive, and always willing to go the extra mile to ensure we understand our options. Thanks to their guidance, we've been able to optimize our tax strategies effectively. If you're looking for a reliable tax partner, look no further than Greenlight Tax Gro

I've been working with Greenlight for a few years now and I've saved a ton of money on my taxes. They have creative strategies and they are a great collaborative partner.

Long over due on this review. I'm very grateful to Demrie and her team for not only the education they've provided but really being on top of things and getting it done. As business owners, we tend to be too busy to take care of our own personal issues, and need a tug to get things done. It was overwhelming for me because I was all over the place and not organized whatsoever. Being audited by the IRS is no fun, but Demrie was ready to jump right in and help me and I'm forever grateful! Thank you so much Gre

Let me just say when I started with Greenlight, my taxes were a MESS. I'd been with a cowboy CPA before and I have no regrets. He saved me a lot of money in taxes. But I've been growing and at some point, the risk and cost of an audit outweigh the benefits. Demrie and her team had to rearrange their team and resources so I had the full attention necessarily to get everything cleaned up. Communication was impeccable. Fast responses, monthly calls, etc whatever is needed to get the job done. The amount of pe

I am very happy with Greenlight Tax Group. I am an Independent Adjuster in business for myself (1099). I can do my job and they take care of the taxes and other filings. If anything pops up from the IRS, Demrie, Melanie, Tiffany and all the other great folks respond immediately to take care of it. I highly recommend.

Demrie Henry at Greenlight has been a huge advocate for me in my real estate business. She has totally restructured my business and saved me tons of money in taxes while also making my monthly accounting a breeze. She is very accessible and always willing to help. I highly recommend Greenlight.

Melanie is simply the absolute BEST! There wasn?t a single hiccup and I would trust her time and time again to get me squared away. Cannot recommend her enough. 10/5 stars!

The absolute best people to work with! I had a great experience and will continue using Greenlight Tax Group!

GL is the best! Stop your search and just call them - you won't regret it. I've been working with them for several years now and couldn't be happier. The team is extremely knowledgable and has already saved me thousands. Extremely personable and patient as well!

"I cannot recommend GL Tax Group highly enough! Their expertise and dedication to excellence are unmatched. The team took the time to thoroughly understand my financial needs and provided personalized advice that has truly made a difference for my business. Their professionalism and attention to detail gave me complete confidence throughout the process. The communication was seamless, and they were always available to answer my questions with patience and clarity. If you?re looking for accountants who gen

Worked with Demrie and her team , personally Demrie was great with her communication . Unfortunately the actually work was not so great. I?ve paid thousands of dollars and I had to end the relationship because after a year I didn?t see much progress, I was patience as Demrie told me to be but then kept blaming my previous book keepers for the year long delays. I never got my taxes filed or my 1099s sent out correctly and on time.Very stressful

GLT Group has been a lifesaver for me. They?ve saved me thousands of dollars in taxes the last couple of years and given me great actionable strategies to keep my hard earned money. I?m grateful that I found them!

Terrible delays. Unsupportive in helping to streamline my processes and find deductions. After reviewing the return with another accountant, he found multiple errors.

Frequently Asked Questions

What qualifications should I look for in a CPA?

Look for a Certified Public Accountant (CPA) license, which ensures they’ve passed rigorous exams and meet state requirements. Check for relevant experience in your industry, additional certifications like CFA or CMA, and membership in professional organizations like the AICPA. Verify their credentials through state licensing boards.

How do I find a CPA in my area?

Use online directories like the AICPA, CPAverify, or state CPA societies. Search platforms like Yelp or Google for local CPAs with reviews. Ask for referrals from business associates, friends, or financial advisors. Local chambers of commerce can also provide recommendations.

What’s the difference between a CPA and an accountant?

A CPA is a licensed professional who has passed the CPA exam and met state requirements for education and experience. An accountant may lack this certification and could have varying levels of expertise. For complex tasks like tax audits or financial reporting, a CPA is typically more qualified.

How do I know if a CPA specializes in my needs?

Ask about their experience with your specific financial needs, such as tax preparation, small business accounting, or estate planning. Review their website or LinkedIn for case studies or client testimonials. Inquire about their client base to ensure they handle similar financial situations.

Should I check a CPA’s reviews before hiring?

Yes, reviews provide insight into a CPA’s reliability, communication, and performance. Check platforms like Google, Yelp, or the Better Business Bureau for client feedback. Look for patterns in reviews, but verify their authenticity, as some may be biased or outdated.

How can I verify a CPA’s license?

Visit your state’s Board of Accountancy website or use CPAverify.org to check a CPA’s license status. Confirm their license is active and check for any disciplinary actions or complaints. This ensures they’re in good standing and meet professional standards.

What questions should I ask during a CPA consultation?

Ask about their experience with your financial needs, fee structure, availability, and communication style. Inquire how they handle tax filings, audits, or financial planning. Ask for references or examples of similar work to assess their expertise and fit.

How much should I expect to pay for a CPA’s services?

Fees vary based on location, services, and complexity. Basic tax preparation may cost $150-$500, while business accounting or audits can range from $1,000 to $10,000+. Request a detailed fee structure upfront and compare quotes from multiple CPAs.

Can I work with a CPA remotely?

Yes, many CPAs offer remote services through secure online platforms for document sharing and virtual consultations. Ensure they use encrypted tools for data security. Remote CPAs can be effective if they understand your local tax laws or business regulations.

How do I assess a CPA’s communication skills?

During consultations, evaluate their ability to explain complex financial concepts clearly. Ask sample questions about taxes or financial strategies and note their responsiveness and clarity. Good communication ensures you understand their advice and fosters a productive relationship.

What red flags should I watch for when screening a CPA?

Beware of CPAs who guarantee specific tax refunds, lack a valid license, or have disciplinary actions on record. Avoid those with poor communication, vague fee structures, or negative reviews highlighting unethical behavior. Always verify their credentials independently.

Should I choose a CPA from a large firm or a solo practitioner?

Large firms offer more resources and specialized teams but may charge higher fees. Solo practitioners often provide personalized service and lower costs but may have limited availability. Choose based on your needs, budget, and preference for personalized attention.

How often should I meet with my CPA?

For individuals, annual meetings for tax preparation may suffice. Businesses may need quarterly or monthly check-ins for bookkeeping, tax planning, or financial reporting. Discuss your needs upfront to establish a meeting schedule that aligns with your financial goals.

Can a CPA help with both personal and business finances?

Yes, many CPAs handle both, but confirm their expertise in both areas. Ask about their experience managing personal taxes and business accounting simultaneously. Ensure they can balance both without compromising attention to your specific financial needs.

What should I do if I’m not satisfied with my CPA?

Discuss concerns directly with your CPA to resolve issues. If unresolved, check your contract for termination terms. Seek a new CPA by researching reviews, credentials, and referrals. Request your financial records to ensure a smooth transition to a new professional.

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