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A & K Mortgage

A & K Mortgage

Reviews Summary

The reviews consistently praise the mortgage service for its exceptional professionalism, knowledge, and efficiency. Customers highlight the team's responsiveness, clear communication, and ability to simplify the homebuying process, making it stress-free. Many appreciate the personalized support, quick turnaround times, and competitive rates. The service is repeatedly recommended for its integrity, reliability, and dedication to clients' best interests, often exceeding expectations. First-time buyers and repeat clients alike commend the guidance and encouragement provided throughout the process. Overall, the team is described as trustworthy, helpful, and highly skilled in mortgage financing.

About This Listing

Tax Preparation
Tax Planning
Financial Advisory
Real Estate
QuickBooks

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

Tax Preparation
Tax Planning
Financial Advisory
Real Estate
QuickBooks

Contact Information

Address

855 Rockmead Dr Suite 403

Kingwood, Texas 77339

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

This was my first home purchase, and although there are enough moving parts to stress anyone all the way out; Kristen and Khyla at A&K Mortgage help to alleviate that upon initial contact. They communicated with me the whole way through and were always available to answer any questions I had. Upon talking to them for the first time, I advised that I was expecting my first child and was trying to fast track the process so that we weren't stressed at the last minute with a child coming. Long story short, they

Kristen was great and extremely knowledgeable on mortgages and the home buying process. She was always readily available to me and my realtor. She handled my mortgage processing in a professional and efficient manner. Kristen had me ready to close in two weeks. She answered all my questions and encouraged me along the way. The interest rate I received from working with A & K Mortgage was less than the other big banks. I'm so thankful Kristen made sure I closed on my home on time with no delays or issues.

I would recommend A & K Mortgage to anyone that is interested in purchasing a home. Kristen Bradley is by far the most helpful, personable, knowledgeable individual I had the pleasure of working with. Kristen was always available when I had questions during the entire loan application process. If Kristen wasn't available, then Khyla Johnson was equally helpful. I will use the services of A & K Mortgage for all of my future purchases.

I can't say enough good things about A&K Mortgage. First let me tell you Kristien and Khyla are phenomenal, from the beginning to the end they answered my questions and made the process so easy I kept thinking something had to be wrong lol. This is my 3rd home I've purchased and with the last 2 (I did not use A&K Mortgage) and the process was stressful, and I didn't feel as if they were working for me and my best interest. The process was of buying a home should not be stressful and they made sure it was no

I reached out to Kristen at A & K Mortgage September of 2021. She told me exactly what I needed to do as far as getting pre-approve. I did exactly that and by December I was house shopping! At that time I was dealing with a realtor of my choice and no luck with my offer falling through. Kristen reached out to one of her best of the best realtors Deanna Mikel and I was officially under contract the end of January. From that point on Kristen and Khyla worked on my loan and kept me updated on where I stood. I

Word can?t express how much I value Kristen and A&K mortgage. She was truly God sent. When I say she went work for us, she truly did. I love her and very thankful for everything. If you are in the market for home please reach out...

Kristen and her team are amazing! Professionalism at its best, kept me updated with all details of our home buying process. I?m referring any and everyone who are looking to purchase a home to A & K Mortgage.

SHAMEKA T LEMON on June 3, 2020 at 4:16 pm Kirsten has integrity, she is great to work with. Kristen is a woman of her word if she tells you she can do it. She will get it done. If she tells you she cant do it. Then she will not compromise her integrity trying to do something wrong. Kristen is a pleasure to work with.

Kristen was great. She was full of knowledge about financing for the homebuying process. She responds really quickly if there are questions. She provides great service!

A&K Mortgage well what can I say. 1st all she (Kristen) alway went and goes above and beyond to help with my every need very informative knowledgeable about her craft. A peoples person who can ....(hold up let me think ?? we can make this work) her words... 99.999 legit. Im the person who like to take short cuts and she'll no your gonna come back on you later. Im blessed to knew her and have her help with my mortgage needs really have made a dream of mine turn into a goal that is becoming a reality thank

Kristen and Khyla made our home buying experience an awesome one!.? they were very knowledgeable and worked very quickly to get us closed! Thanks again A&K Mortgage??

Kristen was a pleasure to work with. Very informative and persistent. I will defiantly work with her again. Highly recommended!!!

I enjoyed working with Kristen. I recommend her and will use her for future clients as a realtor to help with their financing of a home!!!

Just closed on My new home thanks to Kristen and her team !! Big blessings all year

From beginning to end Kristin and her team kept us updated throughout the whole process. She help us and educated us on a lot of this..

Gave me hope during the home purchase and I really felt she was in my corner helping understand each step and line item along the way. Will use her services again !

Kristin was able to work so hard to get my loan through and she was so knowledgeable and kind

Kristen is extremely knowledgeable and helpful even with financial matters and services beyond mortgage

Very professional and easy to talk to and very helpful with anything I need to know. I will surly recommend people to this professional business indeed. Kevin!

You have the check them out!

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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