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Carlson Tax Services, LLC

Carlson Tax Services, LLC

Reviews Summary

Customers consistently praise the tax service for its professionalism, knowledge, and attention to detail. The preparer is described as patient, thorough, and excellent at explaining complex tax matters clearly. Many highlight the ease of the process, reasonable rates, and timely refunds. Reviews emphasize trustworthiness, reliability, and a personalized approach that surpasses typical tax-prep experiences. Long-term clients appreciate the consistent quality year after year, while first-timers note exceptional communication and flexibility. The service is widely recommended for individuals, families, and small businesses seeking accurate, stress-free tax preparation with outstanding customer care.

About This Listing

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.*

Contact Information

Address

99 Kimber Ln

Inez, Texas 77968

Visit Website Call Now Get Directions

Customer Reviews

Thank God We found Britt, the best CPA ever. This was our first time using Carlson Tax Services. Unfortunately for Britt this first time encompassed several Previous years for Britt to go back and muddle through. He definitely had his work cut out for him. I thought he would say don?t come back next year. But he Didn?t and was so professional about everything. He did an outstanding job with our taxes. Very reasonable rates and explained everything as we went along sometimes twice. I will never go anywh

Having used this service for the first time, I am very pleased. Brit worked with my schedule (which is not set), was in contact with me via several routes, and was informative with every step. Would recommend to all individuals who are looking to get the best tax job done.

Great communication, Fantastic tax prep from Britt. With so many year to year changes, I am so comfortable with my Tax Man Britt. He explains everything to a T with me and my wife. It's a Way better experience than going to a make shift building in a shopping strip.

Britt always pays attention to detail and is excellent at explaining everything. If you want someone you know will take care of you and get everything submitted in a timely manner I definitely recommend Carlson tax services.

Definitely have Britt Carlson file your taxes! He will answer any questions you might have and walk you through the whole process with ease.

Awesome experience!! Britt is very knowledge and patient. He took his time and explained everything to me. I would recommend him to to my friends and family.

Have been a customer for a few years now and really like his services. Very professional and thorough. Definitely recommend.

The Trust and Simplicity of Carlson Tax Services keeps me at ease. I've had many years of packing up my folder, waiting in line, sitting at a out dated desk and paying for a service that feels like torture. It isn't suppose to be torture. Thank you Britt Carlson!

Britt is very helpful and knowledgeable on taxes! Makes doing your taxes easier!

Mr. Carlson is extremely knowledgeable and did an outstanding job. I would highly recommend. Thank you for the great service Britt!

Always been pleased with Carlson Tax Service preparing my return since 2015!

Extremely helpful person with our whole family tax return and small business information. Always will to help us with any questions we had.

So helpful and patient! Would recommend to any young adult that has never done their taxes!

Really great guy very knowledgeable down to earth and wants you to understand what is going on with your taxes!

Does excellent work!!! Very happy with service and will definitely use again!

Friendly, knowledgeable and takes the time to perfect the details. Great resource and highly recommend!

Professional, prompt, knowledgeable and reliable, everything you want in your CPA and then some!!

Britt was excellent with doing my taxes.

A great service!!! Will recommend to anybody and everybody I know!!

Tremendously knowledgeable and extremely helpful! Highly recommended!

Awesome service. Explains things so you know whats happening.

Honest trustworthy and knowledgeable. A master of his craft

Always professional and fast refunds.

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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