CPA M2 - Monica Leiceaga Habibi-CPA, LLC

CPA M2 - Monica Leiceaga Habibi-CPA, LLC

Reviews Summary

The consensus from reviews highlights exceptional professionalism, expertise in tax preparation, and deep knowledge of tax laws. Clients consistently praise the firm's reliable, timely service and personalized attention, with many recommending them for their thoroughness and care. The team is described as experienced, respectful, and dedicated to client success, with long-term clients emphasizing trust and satisfaction. The overall sentiment is overwhelmingly positive, with repeated mentions of outstanding service and strong relationships built over years.

About This Listing

Bookkeeping
Accounting
Business Consulting
Financial Statements
Tax Preparation
Tax Planning
IRS Representation
Small Businesses
Mid-size Businesses
Individual Taxpayers
QuickBooks
Bilingual Services

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
Financial Statements
Tax Preparation
Tax Planning
IRS Representation
Small Businesses
Mid-size Businesses
Individual Taxpayers
QuickBooks
Bilingual Services

Contact Information

Address

4654 Hwy 6 N Suite 101-G

Houston, Texas 77084

Hours

Sunday Closed
Monday 9AM-5PM
Tuesday 9AM-5PM
Wednesday 9AM-5PM
Thursday 9AM-5PM
Friday 9AM-5PM
Saturday Closed

Customer Reviews

Once again, I had an excellent experience working with them. Their professionalism, attention to detail, and dedication made the entire process smooth and stress-free. They took the time to answer all my questions with patience and clarity, ensuring I fully understood everything. I truly appreciate their expertise and commitment to providing outstanding service. I highly recommend them to anyone looking for a knowledgeable and reliable accountant!

for the last few years of doing our tax preparation with, Mr. Alfredo Gaxiola CPA firm, he is very knowledgeable about the tax laws, analyzing financial documents. in my last 20 years of working with different CPA firm, Mr. Alfredo Gaxiola CPA firm, have done a great job in a very professional manner for us! we do recommend Mr. Alfredo Gaxiola CPA firm, to any body how is in need of a great service and speedy returns without any complications!!

Alfredo has been our CPA for years now. He and his wife are the most honest and down to earth people we?ve ever met. I couldn?t be happier with their service and their understanding. I cannot repay them for all that they?ve done for me. Look no further if you?re looking for the right place. Thank you Alfredo and Elvia!!! Much love from the Dion?s.

I met Mr. and Mrs. Gaxiola more than ten years ago and through out these years their dedication to service individuals and businesses is unsurpassed. Their commitment to put the interest of the client first is a rarity now a days but with their approach is the only way. This trait seems so natural to them because it has become a habit and the only way they approach every client. With us as a business and personal accounting and taxes we could not think of a better CPA to help us. We are very happy to co

Alfredo and Elvia are fantastic to work with. I have known them for years and they are not just great friends they are a great CPA. You will love working with them

Wonderful company! The whole staff has been great. Elvia always takes care of me and is wonderful!

I have utilized tax services from Alfredo Gaxiola for many years, and I couldn?t be more pleased. Ann Conkling

They?re very professional, I highly recommended CPA. Alfredo Gaxiola.

Experienced professionals that truly care about your success.

(Translated by Google) Ms. Susana is a stellar representative of this company, and her deep professionalism, experience, education, and respect for the Latino community are evident. For this reason, and many other things I noticed during my call with them, I 100% recommend their services. Thank you in advance, Luis. (Original) La se?orita Susana es un representante estelar de esta compa?ia y deja mucho a ver el gran profesionalismo, experiencia, educacion, y respeto que los miembros tienen hacia la comunid

(Translated by Google) Excellent timely and reliable service, Ms. Elvia has a lot of experience and is supported by a very professional group in taxes along with Mr. Alfredo, everyone is very capable and the service is excellent. I have been with my company for more than 10 years and they are the ones who have been doing my tax returns without any problems. I greatly appreciate your support and congratulate you for your excellent service. (Original) Excelente servicio oportuno y confiable la Sra Elvia tie

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.