Meet McCoy Tax & Advisory

Building Your Financial Success, One Strategic Tax Decision at a Time

Meet Ragan

Founder & CEO

Ragan McCoy is a Texas native and a licensed CPA. She holds a Master's in Taxation from the University of Texas at Dallas, specializing in serving privately held businesses and successful individuals.

With over 20 years of experience in public accounting and taxation experience at regional and national firms, Ragan has provided strategic financial guidance to a broad spectrum of clients, from individual entrepreneurs to large organizations. She specializes in helping clients navigate complex financial landscapes by optimizing cash flow, maximizing tax efficiencies, and providing insight into the tax implications of key business and personal decisions.

Growing up with parents who were both entrepreneurs, Ragan has a deep understanding of the unique challenges business owners face. Her dedication to clear, proactive communication, combined with her in-depth understanding of both tax and business operations, has made her a trusted advisor to individuals and businesses alike.

Outside of work, Ragan enjoys spending time with her family near White Rock Lake in Dallas. They cherish traveling together, enjoying quality time with friends, and playing with their dog, Corby the Corgi.

We’re on a mission to

Our mission is to transform tax planning into a powerful tool for our clients' financial well-being. We combine deep expertise, personalized attention, and innovative strategies to help you navigate tax complexities and achieve your financial goals. Through thoughtful partnership and proactive solutions, we work to create lasting positive impact in your financial life.

Proudly Rooted in the Heart of Texas

From small startups to growing enterprises, Texas offers a wealth of opportunities — but it also comes with its own set of challenges. That's where we come in.

Our team is here to provide you with the expertise and guidance needed to take full advantage of Texas' business-friendly climate, while ensuring you're compliant with state and federal tax requirements. We’re proud to be part of a community that values growth, independence, and innovation – and we’re here to help you achieve your financial goals, right here in Texas!

Our vision is to empower individuals and businesses to achieve financial success through trusted tax planning solutions. We use technology, expertise, and personalized guidance to build long-term relationships and optimize tax efficiency for sustainable growth.

Meet Corby

Chief Happiness Officer

At McCoy Tax & Advisory, we’re proud to have Corby the Corgi as part of our team. Corby (aka Mr. Handsome) brings unparalleled joy, loyalty, and an endless supply of snuggles. His official title is Chief Happiness Officer, and he takes his role very seriously—whether it’s brightening up our day with his playful antics or ensuring every client feels like part of the family.

Values

The Foundation of Trusted Partnerships

Our values are the cornerstone of everything we do at McCoy Tax & Advisory. They guide our approach to providing ethical, innovative, and client-focused tax solutions.

We strive to build lasting relationships and deliver exceptional service tailored to your unique financial needs.

  • Upholding honesty, transparency, and confidentiality to earn and maintain client trust.

  • Delivering cutting-edge tax solutions through deep knowledge and forward-thinking strategies.

  • Working closely with clients to understand their needs and achieve long-term financial goals.

  • Committing to the highest standards of service, results, and continuous improvement.

Ready to Work Together?

Let’s build a tax strategy that works for you.