*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.*
6060 N Central Expy #620
Dallas, Texas 75206
I tried for 8 years to get my green card with my previous employer's law firm. That firm was terrible at pursuing my green card. When I became a client of Coleman Jackson, P. C., I got my green card in nine months. And after waiting the required 5 years, Coleman and his team helped me obtain my citizenship. So, before you become Coleman's priority know these important things.... Coleman Jackson has high standards. He is a no-nonsense attorney who will advocate for you, Coleman not only expects results
Attorney Coleman Jackson, is very thorough and makes me feel as a valuable " customer ". He does his best to render my case manageable with extreme patience and understanding. I trust him with my eyes closed. He is also a good Christian which inspires confidence. Thank you Mister Jackson for all you do to help my situation.
Coleman Jackson, Professional Corporation; is a firm to trust! professional staff. They have helped my family for the last 15 years with our legal documents, in addition attorney Jackson accompany my brother to his in person interview. He explains very well every time we have a question or concern. I recommend this firm to any ethnicity or language. Thank you Coleman Jackson P.C.!!!!
My husband and I hired Coleman Jackson, P. C. for a state and local property tax matter. Attorney Coleman Jackson and his team vigorously fought for us and through their efforts we prevailed. We wholeheartedly recommend him and his law firm team to anyone needing a skilled, persistent-and determined professional that will help them fight the odds against them!?
From our very first international tax consultation through the entire legal process, Attorney Coleman Jackson earned my complete trust, confidence, and reliance. His professionalism, expertise, and integrity consistently stood out. I wholeheartedly recommend his legal services, as he has a remarkable ability to turn challenging situations into manageable ones with his wisdom and steadfast support. It was a true blessing from Jesus Christ our Lord that I found Coleman Jackson, P.C. in the time of legal need.
My wife and I have been clients of attorney Coleman Jackson for over 12 years. We first used Coleman Jackson, P.C. For a salt matter and we have continued to use the law firm for various other business law and estate planning matters. His integrity and professional acumen are impeccable Harry and Amanda M
"Coleman Jackson PC Law Firm provided invaluable pro bono legal counsel that was absolutely essential in the successful formation of Providence of Grace Inc. Their professionalism, deep understanding of nonprofit law, and unwavering support made a complex process manageable. We are immensely thankful for their generosity, which has directly enabled us to begin our work of delivering vital resources to underserved communities. We wholeheartedly recommend them for their outstanding legal services and commitme
Our Company has been consistently satisfied with the tax law services provided by Coleman Jackson, P.C. The firm's expertise and professionalism have been invaluable and essencial to our company. Sincerely, Homero N, CFO
Attorney Jackson was fantastic from the day I hired his services. He has great knowledge of the immigration law and what is needed for cases. Great client communicatio, he assisted in every step and communicated with me and my family on every step. Any assistance needed he was there for us. Never too busy for his clients. The services are very affordable too.
Foremost, Coleman Jackson is honest, trustworthy, and a man of integrity. He is clear in his communications, responsive, and listens. His advice is sound and he has always expressed sincere concern over our legal issues. I highly recommend him without reservation.
I paid $100 for a consultation on tax planning with Mr. Jackson and was appalled at his lack of expertise on basic subject matter. I had very basic questions and he could not grasp even some of the most basic of tax concepts (e.g., S-Corp election is not the same as Sole Proprietorship; Pass-Through revenue comes in the form of salary and distributions for S-Corp elections, etc.). I paid $100 upfront for the consultation, which is very unusual for any competent attorney to charge. In speaking with a few att
Approximately two years ago I ran into an issue with the IRS. Mr. Coleman worked diligently to understand my situation and formulated the best approach to resolve my issue. Mr. Coleman implemented perfect follow-through and resolved my issue to a better than expected outcome. There is currently no other accountant I would consider using as Mr. Coleman executed perfectly at a reasonable cost.
Mr. Jackson was very professional. He led and provided the knowledge we needed for our sales tax audit. Walked me through the process patiently and made a normally tense procedure, completely comfortable. Our previous audit was very stressful and I would highly recommend calling on Mr. Jackson at the first notice of an audit. Thank you Mr. Jackson Debra Pruyn
My family ( Flower and Tam Doan) met him in December. Coleman Jackson is honest, trustworthy, and professional . He is clear in his communications, responsive, and listens. I highly recommend him.
Mr Jackson provided excellent legal service on my contract litigation. His court filings were well written and supported by case law.
Attorney Jackson responded to all our queries in a satisfactory way. He has in dept knowledge and he replies very gently.
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.