Tannery & Company - Tax, Accounting & Wealth Management

Accountant · 740 East Campbell Road, Suite120, Richardson, Texas

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About us

Tannery & Company is a decidedly different financial advisory and professional accounting firm that is changing expectations about how tax, accounting, and investment services can be delivered.

Our team is experienced and credentialed in both financial planning, portfolio management, and accounting/tax services. We come together from different backgrounds and with different strengths to serve our clients’ needs in a strategic and proactive way. Our Core Values and Perspectives drive us daily. Our clients turn to us for foresight, straight talk, and collaboration from a team of dedicated advisory and accounting professionals.

Affiliations

American Institute of CPAs

Meet the team

Tannery & Company - Tax, Accounting & Wealth Management advisors: 6 - Xero certifications: 2

To become certified, advisors complete learning modules on Xero’s key features and pass a practical exam.

Jill Platt

Xero advisor certified

Has a strong understanding and practical knowledge of how to use Xero with clients.

Tannery & Company - Tax, Accounting & Wealth Management: Bank experience

Clients of Tannery & Company - Tax, Accounting & Wealth Management connect to a range of banks via Xero. Tannery & Company - Tax, Accounting & Wealth Management specialises in working with some of those banks; they can help with setting up bank feeds, and are knowledgeable about accessing bank loans and streamlining payments through Xero.

Bank connections

Ally Bank
American Express (US)
Bank of America (US)
Bank of Texas
Capital One (US)
Chase Bank (US)
Citibank (US)
Frost Bank
Wells Fargo (US)

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Tannery & Company - Tax, Accounting & Wealth Management: Industry experience

Tannery & Company - Tax, Accounting & Wealth Management works with businesses across a range of industries. They specialise in helping to choose apps that integrate with Xero to boost business performance for some of those industries.

Industries Served

Marketing, advertising and consulting
Professional services
Real estate and hiring services
Healthcare and social services

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Tannery & Company - Tax, Accounting & Wealth Management : App experience

Tannery & Company - Tax, Accounting & Wealth Management serves clients who use 2 different apps that connect and integrate with Xero.

Connected apps

Find us

Tannery & Company - Tax, Accounting & Wealth Management has an office in 1 location

Richardson: 740 East Campbell Road, Suite120, Richardson, 75081, Texas; +214 239-4700

New to Xero? Tannery & Company - Tax, Accounting & Wealth Management can help

Xero is beautiful online accounting software for smaller businesses. Tannery & Company - Tax, Accounting & Wealth Management can help make your switch as smooth as possible.

Contact them to find out how they can help your business.

Partner since 2018

Please note, Xero doesn't guarantee the service of any one advisor

We don’t review advisor listings and we don’t recommend or guarantee the service provided by any one advisor, so make sure you check them out yourself and get comfortable with them yourself.

Xero certification means that some or all team members have completed courses and been assessed by Xero as proficient in the use of the Xero application.

Xero specialisation means that some or all team members have completed several short learning modules to develop skills in that area.

Xero doesn’t assess any individual advisor’s or firm’s proficiency as an accountant, bookkeeper or financial advisor. And Xero certified advisors and advisors with industry or bank specialisations are not employees of Xero.