Bill Brooks CPA PC

Bill Brooks CPA PC

Reviews Summary

The majority of reviews praise Bill and his team for their professionalism, expertise, and responsiveness, with many long-term clients highlighting trust, accuracy, and excellent service. Several mention Berta's helpfulness and the team's ability to handle complex tax situations. However, a few negative reviews cite communication issues, missed appointments, and filing errors, with some clients expressing frustration over unresponsiveness or rudeness. Overall, satisfaction is high, with most reviewers strongly recommending their services.

About This Listing

Bookkeeping
Accounting
Business Consulting
Payroll
Tax Preparation
Tax Planning
IRS Representation
Sales Tax Compliance
Financial Advisory
Estate and Trust Tax
Small Businesses
Startups
Individual Taxpayers
Non-profits
QuickBooks
Xero
Multi-state Experience

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
Sales Tax Compliance
Financial Advisory
Estate and Trust Tax
Small Businesses
Startups
Individual Taxpayers
Non-profits
QuickBooks
Xero
Multi-state Experience

Contact Information

Address

75 Manhattan Dr #104

Boulder, Colorado 80303

Hours

Sunday Closed
Monday 10AM-6PM
Tuesday 10AM-6PM
Wednesday 10AM-6PM
Thursday 10AM-6PM
Friday 10AM-6PM
Saturday Closed

Customer Reviews

Bill Brooks and his assistant, Berta are knowledgeable, professional, friendly and patient. I always feel welcomed by them whether in person, by phone or in an email exchange. They?ve been handling our taxes since 2017 and we are very confident in the service they provide us.

Great Customer service and the quality of their tax service is fantastic. Do yourself a favor and forget the other guys. Bill and his team are the best.

Bill has been our CPA for over 20 years and we've always felt confident that he has gotten us the best possible outcomes while following the tax laws.

I've been working with Bill for 20+ years and now Berta, they are amazing. My tax sitation has changed quite a bit over 20 years from 100% self-employed, to combo W-2 + LLC + Airbnb, stuff too complex for me to risk making a mistake. I have always trusted Bills advice and service. Plus, he's a super fun dude to chat with! My type of people.

Bill, and his team, have done an excellent job of preparing my taxes for over five years. We've had meetings in person and have been able to conduct a lot communication via email and phone calls. He is an excellent resource, operates with a high degree of integrity, and provided timely responses to any of my inquiries.

We have been very pleased with the Bill Brooks team. They prepared our tax return effectively and were responsive (and reassuring!) when we had questions and concerns. On top of that, they're personable and friendly. Thumbs up!

Working with Bill is straightforward and made easy with his electronic files and systems. He returned results very promptly. Bill is a good character and is honest, which makes me happy to be associated with him and his work.

Bill and his team always accommodate our busy schedule, and work to give us the best tax advice possible. We?ve been with them for years, and are very satisfied with their professionalism.

I called the number on the website and immediately got connected to Bill vs. a gatekeeper - a welcome surprise! Rather than scheduling an appointment, etc. - he just answered all of my questions right then and there over the phone. Additionally, when I asked what would it look like to work with him for my taxes - he actually empowered me to look into doing them myself and reaching out to him about any questions I had! (Quick note: This is not for everyone, but he mentioned that he could tell I was pretty

If you are looking for professionalism and integrity, you should consider this office. We transitioned from our previous CPA office and have been so pleased with the service we received. Thanks, Bill Brooks and team!

Bill is very knowledgeable, a professional, thorough, and always willing to take the time to explain the tax laws preparing my taxes over the last 3 years. He will address any questions you have and offers his professional opinions in response to your questions. He is very honest and open in responding to concerns you have regarding the tax laws. If asked by my friends who would I recommend for doing Taxes I surely feel confident in recommending Bill to do a outstanding job.

I have known Bill for many years. I like and trust him so much that even though I now live far from Boulder, I still ask him to take care of our taxes. He gets the job done promptly, honestly and correctly, and he couldn't be easier to work with, and he's just a really nice guy.

Bill was so kind and helpful, and walked me through some of the tax questions that I had. He was very honest about whether or not he'd be able to help with our particular situation, or if we'd be better off just using TurboTax. I will be recommending him to everyone we know!! (Bonus; I got a same-day appointment with him as he is super responsive and his website offers easy booking).

My first Google Review. I will share facts without editorializing: 3/16/22 - Scheduled a 30 minute Zoom with Bill for 3/22 at 3pm about the completion of my personal taxes. It would be our first meeting. Appointment Confirmation Received. 3/20/22 - Another email confirmation/reminder received from Bill's office. Be sure not to forget my appointment! 3/22/22 12:00pm - I am done with my remote work Zooms for the day. Instead of going out for a beautiful Colorado afternoon hike, I stay at home and take care

Bill is a highly competent CPA firm. He and his staff will take good care of you. Highly recommend them.

We've been working with Bill and his team for 3 years now. His office is professional, easy to work with, and accommodating to our schedule.

I have lots of fear around tax time and not understanding all the rules. I worry about being taken for a ride by the government as an individual and small business owner. Bill Brooks and his staff member Berta were patient with me and answered and re-answered my questions and concerns. They also gave me tips about how to navigate taxes next year. I am grateful for their expertise and professionalism and their fair pricing for services.

Unfortunately, we had a terrible experience using Bill Brooks for our 2022 taxes. We sent in all of our documents, and the initial filing he sent us stated that we owed over $53k. I knew we owed a decent amount because my husband has his own LLC and didn't pay quarterly estimated taxes for 2022 since he overpaid in 2021, but this amount seemed outrageous. I responded to their filing that there must have been an error when calculating the capital gains tax on the sale of our condo (we met the maximum exempti

Wish I would've started working with Bill sooner! Great to be able to put your trust in capable hands. I was really impressed with how up to date he is with everything. And his office is in a great location. Professionally handled through and through.

Bill failed to file my taxes on time (I had to follow up multiple times to ask why they hadn't been submitted) and then he filed them incorrectly (I had to point out the mistake). Also, he was incredibly rude on the phone and tried to overcharge me for his services. I'd recommend finding someone else who can do the job.

Bill Brooks CPA was a fantastic choice! We used one of the DIY programs and we thought we were going to owe, Bill looked at it and our refund ended up being 4 digits! AMAZING!!!!!

Bill Brooks is so good in what he does, specially is you have an income that is not a normal w2 income. I worked overseas for 6 months, and Bill Brooks helped me to figure how to report my taxes. Now, he has helped me to report my Airbnb income, and the expenses. He is very responsive and very professional. I will recommend him 100% to do your taxes.

Bill has been doing my taxes for many years. Without exception, he has always been great to work with, highly efficient and responsive to my needs. I highly recommend him.

As owner of properties, taxes and a surgery practice I cannot say how much I appreciate Bill & Berta's knowledge, willingness to adapt and knowledge and help in everyday biz 'stuff' HIGHLY recommend if he is taking clients and if not get on the waiting list. These two exceed excellence!

It was a real struggle. I had to review and send back 7 or 8 drafts before it was done correctly. As a result, we filed late and lost $972 of our refund. Communication was sparse and took some chasing as well. Not a good first experience.

I?ve used Bill Brooks as my CPA for the past 4 years. They?re reliable, efficient, great communication.

Bill and Berta always do a great job on our taxes and probably save us as much on our tax bill as they charge for their service. Efficient, pleasant, easy to work with.

I loathe and fear tax season, due to my slipshod record keeping and the complexity of my situation as a self-employed person with lots of financial bits and pieces cobbled together. Then I go to Bill's office and he makes everything painless and easy. We're usually done in one sitting and I always leave with a huge sense of relief, and confidence that my return is in the best possible order. Thanks, Bill!

Enjoy working with Bill and his team. They've done my business taxes for over 10 years and always happy with the results. In addition, Bill is always accessible to answer my random questions.

Always available. For many years now Bill and his team have provided excellent advice and service. Look no further if you need a CPA.

You will not find a more competent and knowledgeable accounting group. Bill and his bookkeeper Berta are always available to their clients, even without an appointment. This has not been our experience with other business accountants. They personalize and prioritize your businesses needs in a way that makes you feel as if you are their highest priority. I highly recommend them to anyone seeking to find an accounting group that CARES about the success of your business, in the same way that you do.

Bill is exceedingly kind and compassionate. He did an excellent job on my taxes and is easy to work with. I recommend him highly.

Bill and Berta did a wonderful job helping me out with my taxes. They were very quick and efficient. I cannot thank them enough. Highly recommended!

This office is amazing! Roberta is nice and reminds me when I need to get my taxes to her. Thanks for everything.

Hi Everyone, Bill has always been there for me and my family for tax issues. His staff is great and Bill always makes things simple.

Bill Brooks has been my accountant and tax preparer for the last 30 years. He has always been professional and has been able to do my tax returns in a timely manner and has saved me thousands over the years.

I?ve been working with Bill for years and I highly recommend him.

Bill did a great job helping me with my taxes and I felt comfortable for the entire process. Highly recommended.

Bill and his team are highly skilled at what they do. Everyone is responsive and always there to give valuable insight to my questions. I highly recommend Bill and his team!

100% agree with other reviewers about communication, availability, and accuracy. Short, rude emails, no phone contact. No communication about the filing other than a link to sign. Disorganized requests for documentation. ????????

Bill Brooks is very smart and knowledgeable. We have used his services for years and are very happy with his work.

Bill has been my accountant for the past 5 years. I am grateful for his knowledge and ability as my CPA. June 11, 2020

Berta and Bill are wonderfully responsive, detail oriented, and provide timely returns!

Bill Brooks has done my taxes for the past two years. He?s excellent- totally professional.

Bill Brook is the best tax preparer I've ever dealt with. I can't recommend Bill and his staff highly enough.

I set up a 30min phone appointment on their website and called the office right when the appointment was going to start and was told they would call me back in a few minutes since he was busy. I didn't get a call back at all and when I called the office 15min after the appointment should have ended, there was no apologies and no rescheduling. I really felt like I wasn't wanted as a client.

Knowledgeable, helpful, likable -- Bill's great. If you need accounting services in Boulder, Bill's your guy.

Just called to get some things answered and let me tell you wow rude and just not interested in helping anyone all about the money well you can be nicer on the phone and not hang up on someone thank u for ur rudness sir

Bill saved me a lot of time. Highly recommended for graduate students with multiple income streams.

Bill and Berta are friendly, knowledgeable and patient. They are willing to answer any question and are very helpful.

Very rude person, I?m surprised he has any customers!

I'd say communication errors, but I was told everything was done and good, but my taxes were never filed. It's May 5th

Thank you Bill for your patience, your understanding and the great job you've done for us.

Excellent service. Fast. Thanks to Bill and his team!

Bill and his team do accurate, timely work

Thanks again Bill, I am very happy with your approach this year.

Great guy Reminds me of ?Better Call Saul?

Tried to engage as a new client. Wasn't a very encouraging experience!

Thanks Bill, Good job as usual!

Love working with Bill.

Professional in every way.

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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