*Note: CPAs may specialize in different areas. Be sure to check credentials and service offerings.*
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.
*Note: Every CPA operates a bit differently. Don’t hesitate to ask questions before committing.*
*Tip: Organize your documents in advance to save time and ensure accuracy.*
*Note: Preparation helps you make the most of your CPA’s expertise.*
*Note: Every CPA is different — take time to find one who fits your goals and style.*
2000 Bering Dr Ste 100
Houston, Texas 77057
Andrea Carson, her associates and staff are remarkable! Their professionalism, tax and investment knowledge, follow through and dedication to providing top class service is evident in my interactions with every member of their organization. Having engaged several firms in the past, Carson and Associates are the best!
Looking for a reliable place to go for your CPA needs? Look no further than Carson & Associates! After being a loyal customer for several years, I can confidently say that I highly recommend their exceptional services. Andrea and Gloria, have been nothing short of amazing to work with. They consistently go above and beyond to ensure customer satisfaction. From their prompt responses to their attention to detail, Carson & Associates truly stands out from the competition. They prioritize their customers' ne
I highly recommend Carson & Associates! They helped prepare our taxes in a somewhat complicated tax year for us. They were knowledgeable and very willing to provide guidance throughout the process. Andrea was a pleasure to work with and made the process seamless.
I?ve worked with Carson & Associates for 10 years, and I?ve only been beyond satisfied with their services. Andrea and Gloria have helped me understand my business better and how to navigate the complexities of the tax code. Their responses are always timely, efficient, and friendly, and they?ve always gone the extra mile to help with new projects as they pop up. Outside of the business relationship, everyone at this firm is extraordinarily friendly, and they?re genuinely good people. I?m thankful for Andre
I have used Carson & Associates for over 6 years for tax preparation and bookkeeping for my small business. Andrea and her team are incredible! They are prompt and diligent, easy to communicate with, and most importantly dedicated to each client no matter how big or small. I am so thankful for the continual guidance and support Carson & Associates provides!
Carson and Associates is amazing. Very professional, incredibly knowledgeable, and always on top of their game. Have recommended to several colleagues, all are as extremely pleased. Taxes are complicated if you are going to maximize your savings. Andrea and her team will take this on so you don?t have too. High recommend!!
Carson and Associates are great partners! Their knowledge and attention to detail as well as prompt service has been nothing short of amazing and of great benefit to us. I highly recommend Andrea, Gloria and the entire Carson and Associates team to assist with your accounting needs.
I have been using Carson and Associates for 5 years and I am completely happy with their work and the members of Andrea?s team. I have worked closely with Gloria on my business and personal taxes. She is the greatest with all the patience in the world.
Highly recommend Caron and Associates Team for your accounting services. They are very professional and knowledgeable. Future planning, retirement and life insurance, you can get it all from Andrea and her team. Love this staff!
We are above and beyond satisfied with the exceptional service of the professional team at Carson & Associates CPAS! We highly recommend for accounting, tax planning and investment consulting needs!
Carson's & Associates CPAS Advanced Tax Planning represents Tax Law Knowledge , Experience, and Excellent Customer Service. Your Business is the focus. Expect Phenomenal! results for all tax purposes.
This was my first year using a CPA for my taxes. Carson & Associates made it such a simple process and I am so pleased with my expected return. I will for sure be continuing to use them next year.
I would highly recommend Carson & Associates. They have been a tremendous help for us and make their customers a priority. They always accommodate our needs and are highly professional!
Andrea and the team are great and they take care of me and my company. I wouldn't trust anyone else
Great service here. I Would not recommend elsewhere. I like how Andrea and Gloria's dedicated works to help their clients.
Very professional and knowledgeable
Excellent attention to details.
Very Professional and personable...
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.