*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.*
14202 Cairns Ct
Sugar Land, Texas 77498
I am very happy with the guidance Darshi provided to deal with a stressful tax return audit situation. Without her advice, based on her experience with the IRS, I would definitely have done some things which would?ve just complicated the matter even more. She took the time to understand my situation and concerns, and promptly responded to my follow up questions. I have confidence in sharing documents electronically with Darshi using the secure document exchange platform she provided. I highly recommend reco
I have been working with Darshi for 5 years now and she has been great! Very responsive and helpful not just during tax season but throughout the year with any questions and concerns I have. She makes the process easy to upload and submit documents as well. Highly recommend!
Absolutely recommend her for income tax return. She responds very fast, checks all materials carefully, and is very patient to answer your questions. She provides me the same high quality service before and after my payment. Really happy to have her prepared my Amended Tax Return form. I know the effort is even more than a new tax return. I recommended her to my manager, and he is also happy to get her help, saving him thousands of dollars, comparing with working with TurboTax by himself. Absolutely wil
I reached out to Darshi by phone after finding her through Xero. Since our initial phone contact, she has been incredibly communicative and has provided me with an incredibly high level of service. Although I've only been working with her for a short time but she's already proven to be quite knowledgeable and I am already completely impressed with her professionalism and am looking forward to continuing to work with her in the future. Her professionalism and attention to detail really shines through and
Darshi has been our CPA for over 2 years now for our business. She has been filing our tax returns and also processes our payroll. She is very responsive, meticulous and prompt. I would highly recommend her services.
Darshi was great with helping me file taxes for 2018. She explained every thoroughly when I asked and was very timely in filing the paperwork. I will definitely be using her again in the future!
Darshi is very efficient and truly a professional. She is quick to respond and is always a pleasure to work with. I would recommend her to anyone needing a CPA.
I like the fact that Darshi Kasotia CPA is a local business. The tax worksheet that Darshi provided helped me understand my investments profit and loss. It forces me to sit down and work on the itemization to understand the good and bad areas of expenses. I wish to get more from Darshi's knowledge and services in the future.
I am using accounting and tax services from Darshi Kasotia, CPA for past 8 years. I am very impressed by her responsiveness, exceptional quality service and expertise. I could not have asked for better accounting support and I highly recommend her.
Having gone through a number of accountants in recent years, Darshi Kasotia has been the most responsive and quickest to deliver items we've asked for. It's relieving to know we can rely on an accountant who's responsible instead of having to worry about our finances being in order.
Darshi handles all our tax work and does it flawlessly. She is meticulous, fast, and very fair in her fee structure. Simply outstanding in every sense of the word!
Darshi Kasotia CPA PLLC handles the filing of tax returns related to my technical consulting business and I am personally pleased with the promptness and timeliness of Darshi's services.
I have been working with Ms. Kasotia for the past 3 years. She is very attentive and responds to my emails promptly. I would highly recommend her.
Darshi is very prompt and meticulous, well organized and knowledgeable. Highly recommend her services!
We have been using Darshi for our business from last one year and she is very helpful , professional
Such a pleasure working with her! Knowledgeable responsive and willing to help anyway she can. Highly recommend her if you are a small business owner.
Darshi is extremely reliable and very knowledgeable. Real pleasure to work with!
Darshi is a pleasure to work with and always prompt and professional.
Would not recommend Darshi for your accounting work. Terrible experience.
Shes quick to respond and finishes her work efficiently.
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.