*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.*
5373 W Alabama St Ste 584
Houston, Texas 77056
Great pleasure working with Vlad. From initial consultation to quarterly tax prep, he has proven to be very knowledgeable and reliable. If looking for an affordable high value CPA, I would highly recommend Chery.
Vlad has been extremely helpful, transparent, and knowledgeable in every interaction we've had. I am able to put my full trust in him and his services. His clear communication and expertise have consistently exceeded my expectations, making the entire process seamless and stress-free. I would highly recommend Chery CPA Firm to anyone!
Vlad is great! He is open, honest and I trust him with the books for my business. He is very responsive and he has gone up and above all my expectations. I can focus on growing my business without worrying about the organization of my business finances. I recommend Vlad Chery to anyone looking for a CPA or financial help! Thanks for all your help, Vlad.
I definitely would consider using Chery CPA firm for all you personal and business tax needs. Vlad is extremely knowledgeable and found various ways to save me on my taxes liabilities using legal methods. He is very thorough and resourceful. I definitely have peace of mind after having my returns completed by Chery CPA Firm.
Vlad has been amazing and quite possibly the best investment we made for our business. He is knowledgeable, helpful, trustworthy, and patient. Knowing that he is managing our finances and taxes removes a great deal of stress so that we can focus on growing and running our business. We could not do it without him!
I have been working with Vlad for over 3 years and I appreciate his ability to be strategic and forward thinking. Mr. Chery demonstrates a tremendous amount of care with his financial planning and advice. I have thoroughly enjoyed working with him and look forward to many more years of successful business and personal planning.
I started my business about 3 years ago and have worked with Chery CPA firm since day one. I actually started before with the consulting process since preparing for taxes and Financial management for my business was important. With their help, I was ready to start and have continued to develop my understanding and processes as a business owner too. I feel Chery CPA definitely has had my best interest at heart and cares about my success not just my business.
Vlad is truly exceptional! LMC Consulting has been a phenomenal partner for years. If you're looking for a consultant who truly delivers, look no further than Vlad at LMC Consulting. Their work ethic, industry knowledge, and commitment to client success are unparalleled. Vlad doesn't just provide a service; he becomes an invested partner, genuinely caring about your business as if it were his own. LMC's expertise has made a tangible, positive impact on our company. We're so grateful for LMC - Highly recomm
Vlad has been integral in helping me set up my business. He is very detail oriented and knows the tax rules in and out. I trust him entirely to keep our finances in order.
Chery CPA is a tax firm that?s provided me excellent tax services including tax advice, tax planning and tax prep. Wish I found them earlier, as they are always attentive to my needs, anticipating instead of just reacting to my unique situations. 10/10 great firm.
Vlad and his company allow me the freedom to focus on what I do best. I have one less thing to worry about because I know that I?m in good hands. Service and attention to detail are impeccable as is the consideration of my individual needs. I look forward to many more years of working together!
We had a very strict deadline to file our taxes from our business and personal taxes. Not only did he have them all completed, it was early and done very well. He will call, email and do all the things to make sure he stays in touch until everything is finished. Thank you will never cover what a relief he?s given us. We are customers for life.
Vlad is super detailed and knowledgeable. He's always available and responds quickly to questions with thoughtful, detailed and personalized answers. I highly recommend Vlad and his team.
Knowledgeable and trustworthy. A CPA you can trust is worth their weight in gold, and Vlad and his firm are exactly that.
Been using them for over 5 years, and I've been through several CPAs to finally find them. They do all our 1040s and 1120S returns.
Professional and friendly service from a highly skilled and knowledgeable CPA. I would and have recommended him to numerous friends and family!
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.