*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.*
609 Castle Ridge Rd Suite 445
Austin, Texas 78746
We have worked with David and team for five years now. I could not be happier with this team. If you are not working with this company I urge you to reconsider your current arrangement. Timeline, professional, humble, kind and to the point. Taxes suck, no way around it. This organization has made it a point to make them suck less. We will work with Davis and team until the end of time.
David was referred to us and after our initial meeting, we knew we would be working with him going forward. He was more interested in our situation and how to improve upon what was being done, and less about the selling us on his service and fees. He is honest, proactive, strategic, knows the latest laws, has a consistent quick response time, and is a great communicator. Before we moved to David, we turned our info over and that is as good as it got. Now that we will be moving everything over to David,
David has been our accountant for over 10 years for our personal and business tax returns from when he worked for a larger firm. We opted to seek him out when he left and opened his own Accounting firm a few years ago. He has always been available via phone call or email very promptly. With all the changes in tax regulations, he has always been upfront and up to date as to what is clear and ill-defined. We have always received clear guidance on how to maximize tax savings. We would highly recommend Da
David French and his team have been incredible to work with. I've used them now for three companies I've been a part of starting. His team is fast and efficient and above all else accurate and dependable. David makes himself readily available and has met every last second deadline I've thrown at him. In addition, his team is pro-active - always looking for ways to help us save money or get ahead of new policies, tax, and accounting changes. I can not recommend David enough, especially is you are start up. Y
Without question, David has been the BEST CPA we have ever worked with! He is ALWAYS quick to get things done and VERY smart in what he does! We are ALWAYS impressed with his professional skills and just plain like him as a person! He is one of the nicest people we have worked with and we always appreciate his friendliness and how he treats us! Hands down, the winner!
I?ve been working with David to serve our mutual clients for several years now. As a corporate, securities, and tax attorney, it?s critical that my clients have skilled, diligent, and personable tax advisors and CPAs, not only skilled and knowledgeable with tax matters, but also business matters. David has consistently provided practical, cutting edge advice regarding both general and complex tax and business matters. He is a pleasure to work with and I highly recommend him and his team for your professiona
David French & Associates is a fantastic firm that has had our backs since we started working with them 2 years ago. We've had some trouble with accountants in the past and when we started working with David and his team it was a breath of fresh air. Would definitely recommend!
David French has been wonderful to work with these past couple years and looking forward to many more. As we all would agree, Taxes are the least favorite time of year and it helps to know your household has a team looking out for the best financial interests. I am continuously impressed with their prompt and thorough responses to personal and business tax questions. I would highly recommend David French & Associates for your CPA needs.
We met David French approximately a half decade ago at another firm that we had been with for many years. Our tax situation is complex and the potential for exposure is high with numerous transactions through the course of the year. We were so impressed with David that we followed him when he chose to establish his own practice. Prior to moving the IRS decided to audit our business. If this has ever happened to you, it is very frightening. The audit spanned a number of years. David was an absolute roc
David is an excellent accountant - diligent, responsive, knowledgable, and entrepreneurial - everything that I look for in this type of service. Pretty much everyone else I've ever paid for this type of work I've felt like was barely contributing any value. David can answer all my questions and tolerate quick deadlines and provide quality work. Highly, highly recommend, especially if you're an entrepreneur.
If you're looking for the combination of the smartest accountant and the most down to earth person, I highly doubt you'll find anyone better than David. I called him on a Saturday with a tax issue concerning my business, and he worked through it with me for four hours at the drop of a hat. After that I decided to not only go with him as my accountant for my business, but my personal accountant as well. Cannot recommend him enough.
David has been taking great care of myself, my family and my business for years. He's professional, responsive and has held my hand through many a tax season. Everything you would want in a great accountant!
512Concierge has been in business for 4 years and I was still employed full time I was trying to handle my own taxes and bookkeeping. I quickly realized I needed assistance and was grateful to have been referred to David French and Associates. Not only did they educate us on the tax process but they helped us get our business going financially in the right direction and help elevate it to the next level.
Dave has been doing my taxes for the last 5 years and always does a great job. His turn around time is always so quick, and he helps me maximize my refunds. I recommend Dave 100%
I went to David, for help with two complicated startups. Things were out of hand. David helped us clean it up, on short notice, and guided us in the right direction. There was one particularly complicated matter where we needed to issue stock in a certain way as to avoid major tax consequences. Without David's help, a major mistake would have been made our our part.
David French is one of a kind. The service he provides to our family and our business is unquestionably the best possible. I cannot image trying to navigate the complexities of today's tax world without his consultation and guidance.
Been working with them for a couple of years and Suzanne has been amazing. Very patient and is always available to help. I worked with multiple CPAs and it was nothing but disappointments until I had my first phone call with Suzanne and I knew we will be a good fit. Thank you Suzanne!
Years ago At a previous firm I met David when a ?senior? accountant missed our appointment for our company and family. David stepped in, took care of us, and we?ve used him since. Customer service is not dead!
David and his team were very prompt in their correspondence and provided value feedback and insight into my complicated tax situation. Looking forward to working with them in the future.
Had quite a few CPAs in the past. David is the best of them. Fair prices, more responsive than any of them. He really cares about his client.
David is a wealth of knowledge when it comes to corporate tax strategies, especially as they pertain to mergers & acquisitions. Would highly recommend.
David is amazing! He?s been handling my taxes for the past 4 years and always takes care of things in a professional manner.
David is a top notch CPA. Great to work with and very knowledgeable. There is noone better to handle your IRS issues. Highly Recommended!
David answers my questions and concerns promptly. His team has been such great help with my new business despite us being out of state. Highly recommend!
David and his team are very knowledgeable and easy to work with. We feel taken care of by their team.
The 5 star rating for Mr. French is absolutely warranted. He was hands on and took care of things right away, a class act and someone I will use going forward.
I?m so thankful I found this firm. Highly recommended. 10/10 for my small business.
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.