Dillon Business Advisors & CPAs

Dillon Business Advisors & CPAs

Reviews Summary

Dillon Business Advisors receives overwhelmingly positive feedback, with most reviewers praising their exceptional service, professionalism, and personalized approach. Clients highlight their proactive tax strategies, quick responsiveness, and team-based support, often describing them as more than just CPAs but trusted business advisors. Many appreciate their integrity, attention to detail, and ability to simplify complex financial matters. A few mention their bundled consulting model may not suit everyone, but the vast majority emphasize their transformative impact on both personal and business finances, strongly recommending their services.

About This Listing

Business Consulting
Payroll
CFO Services
Tax Preparation
Tax Planning
IRS Representation
Financial Advisory
Outsourced Accounting
Small Businesses
Healthcare
Professional Services
QuickBooks
Multi-state Experience
Local Tax Credits

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

Business Consulting
Payroll
CFO Services
Tax Preparation
Tax Planning
IRS Representation
Financial Advisory
Outsourced Accounting
Small Businesses
Healthcare
Professional Services
QuickBooks
Multi-state Experience
Local Tax Credits

Contact Information

Address

23537 Kingsland Blvd #100

Katy, Texas 77494

Hours

Sunday Closed
Monday 8:30AM-5PM
Tuesday 8:30AM-5PM
Wednesday 8:30AM-5PM
Thursday 8:30AM-5PM
Friday 8:30AM-5PM
Saturday Closed

Customer Reviews

Dillon Business Advisors is a best in class firm, and I've been fortunate to have them handle my taxes for the last several years... I just wish I would have found them sooner. They helped me turn a massive tax liability annually into a sizable return each year by utilizing tax strategies and Real estate investments to offset other income. They treated me and my business as if I was their most important client, and always took time to answer questions or be available whenever I needed them. I recommend

The team at Dillon has truly helped our company with the day to day, monthly, quarterly, and yearly reporting and accounting. They are always reachable and available to assist and accommodate in any way our business needs. Highly recommend.

Working with Dillon Business Advisors has been a wonderful experience. Their team is very thoughtful and diligent in the way they build relationships. They consistently ask big questions, which push both them and us to stay ahead of timely trends and opportunities. I would highly recommend reaching out to their team to see if they?re the right fit to help you as well.

Dillon Business Advisors is so much more than a typical CPA firm?they are exceptional business advisors! Their team-based approach, combined with knowledgeable, professional, and incredibly personable staff, instills confidence and ensures compliance for business leaders seeking reliable support and guidance. If you?re looking for top-tier accounting, finance, and strategic advice, I highly recommend engaging DBA as soon as possible. You?ll be glad you did!

I highly recommend Dillon Business Advisors & CPAs. Marcus, Rachel, and their team consistently provide top-notch service and expert guidance. I confidently refer my customers to them, knowing they will receive the highest level of care and professionalism. Their commitment to helping businesses succeed is evident in everything they do. If you?re looking for a trusted CPA firm that truly partners with you, look no further!

We've loved our experience with Dillon Business Advisors. A forward thinking firm that's efficient takes great care of people. The leadership is incredibly thoughtful and the team is excellent in execution. Work with DBA!

Marcus and the Dillon Advisors team are professional yet empathetic to your business needs. I?ve known Marcus for a few years now, and I can tell you he truly cares about his customers and team. I highly recommend this team for your growing company needs.

Dillion Business Advisors has been a game-changer for my business. Their team is incredibly knowledgeable, proactive, and genuinely invested in their clients? success. From tax strategy to financial planning, they break everything down in a way that?s easy to understand and always have solutions tailored to my specific needs. Their attention to detail and commitment to excellence set them apart. If you?re looking for a firm that goes beyond just crunching numbers and actually helps you grow, Dillion Busines

So many good things to say about DBA. Not only are they an outstanding resource for small businesses, their team is highly knowledgeable and detail-oriented. I felt like they took a personal approach with us instead of just being making us feel like ?another client?. This allowed us to be more comfortable. As leaders in the industry, they stay ahead of trends and provide guidance to help businesses thrive. Shout out to their leadership team for being actively engaged in the local community, too! Highly reco

Marcus, Rachel and the entire team at DBA are all not only professionals, but an amazing group of people to work with. You can see the passion for their client work when engaging with anyone on the team. They listen to understand, not just to respond. Great firm, and moreover, great people.

I love working with Dillon Business Advisors! Their team is energetic and always enjoyable to work with and be around. They offer the kind of guidance that helps other businesses reach their full potential.

Really appreciate the work done by Marcus Dillon and his team. Very professional and knowledgeable. Would highly recommend their services which is far more than general tax work. Marcus and his team have provided strategic guidance in a number of occasions that were far above what you might expect. Recommending them 100%

We are new to DBA and our advisors have been wonderful to work with in a promptly manner and very thorough on explaining details to us. We are very glad to continue building our relationship with their team.

There are some CPA firms that just do the work but you don?t know who they are or the kind of people they are. Not with this firm. I know Marcus Dillon personally and several of the staff too. From the top down, Marcus and his team are people of integrity?which means they aren?t going to let me get in trouble by doing anything shady and they aren?t going to be shady in billing and dealings with me. I cannot say enough good about this team. I would give them 10 stars if it were possible.

I have used quite a few CPAs in the 19 years I have been in the real estate business. The level of service from Dillon Business Advisors is unmatched! I have 3 people assigned to me which means questions are answered same day in most instances verses weeks with other CPAs. Also, it is the first CPA that has proactively looked for hidden tax savings which at times more than pays for their services.

They?ve handled my taxes for several years. I?ve dealt with Marcus, Rachel, & Deidre personally over the years and they are always professional and efficient, happily answering any questions I?ve had. I?ve recommended their services to several people and will continue to do so. It?s a pleasure doing business with them.

Best cpa and team in all the world. I love working with Dillon cpa. You are in constant communication with your team. There are never any surprises. There is not a better model in the tax world.

The team at DBA is world-class. I?ve known Marcus and Rachel for many years and would be feel confident that my business and financials were secure, and growing ,with them in my corner.

I have done business with Dillon Business Advisors for years. They have always even extremely professional and have given great advice helping me make informed decisions. I would highly recommend them

DBA has exceeded every expectation we had from pre engagement forward. The monthly cost is great but the value is even better. Flawless execution to date.

Amazing group of people who care about their clients. They treat your business as if it was their own and want to do what they can to help you succeed.

The whole team is great! They always exceed expectations with their customer service. Everything is done in a timely manner with 100% accuracy.

10/10 recommend DBA. They are very knowledgeable and are always very responsive to any questions we have, whether it be payroll or accounting related.

The Dillon CPA family has provided significant value to our small business. They are fantastic for accounting, taxes, and book keeping. As a small business themselves they have provided incredible advice to us along our journey As a startup. I would highly recommend them to anyone starting a small business.

Great people & best in the game at what they do, even though the owner is an Astros fan.

Marcus and Rachel are the BEST at what they do. They have put together a wonderful team there, could not ask for more. They go above and beyond the call of duty, and do so regularly. Extremely happy to have them in my corner. They put more time and effort into their services than anyone I have seen, and it really shows. Their strategic planning and advisory services are remarkable, not to mention world class accounting, bookkeeping, tax preparation, all the boring stuff nobody else wants to, or knows how to

Marcus and his entire team are outstanding! Dillon CPAs manages my business bookkeeping and taxes as well as my personal taxes. It is like they work for only me and my business. I highly recommend the Dillon CPA Team! Keep up the great work!

We really appreciate everything that Dillon & the team does for us. They are the fourth CPA firm we have engaged, and the first one to actually provide us with quality service. Thank you and your team for all you do.

Marcus and his excellent team have taken care of my business and personal tax returns for at least 3 years now. Always professional, timely, dependable and a pleasure to work with. Could not recommend them more highly!

Dillon CPAs has handled my personal and busienss tax services since thier transition and formation under the Marcus Dillon forming Dillon CPAs. The entire staff is very responsive and willing to help in any way they can. I recommend this firm to anyone for both personal and business acounting services.

I have had the pleasure of working with Dillon CPAs for several years. They listen to their clients, respond quickly and professionally to inquiries, research answers to questions when needed, and complete tasks in a timely fashion.

Great people with great insight. Highly recommend DBA business financial needs!

Exceptional customer service and attention to detail. The professionals at Dillon Business Advisors go out of their way to provide excellent tax planning and filing service.

I use Dillon CPAs for both my business accounting and tax needs and my personal tax matters. They are professional, accurate, timely, accommodating, and friendly! I highly recommend them.

I really wanted to work with this company but unfortunately it did not work out. When I first met with Rachael (the owner?s wife) she explained to me that they offer a ?one size fit all? approach to their firm. Originally they offered bookkeeping, taxes, and other cpa services similar to other firms but now they do not. Now they offer all services bundled in one price (including business consulting) for a monthly fee. I thought that was unique business model but most companies do not need ?business consulti

Dillon and his staff do a fantastic job! I trust my business, personal, friends and parents with his company. Great people. I can not recommend enough!

Love the awesome team at Dillon CPA's!! They have taken a huge load off my shoulders, and really helped me navigate my business over the last year with some great advice!

Marcus Dillon and his staff are experienced, knowledgeable, and professional. They have taken care of my tax needs for many years, and I highly recommend them to anyone!

Super professional and a great team to work with!

For sure the best CPA I've ever worked with! So so so helpful during COVID! They always make sure I make the best business choices and are awesome to work with!

The absolute worst people in the world. Unprofessional and don't know what the hell their doing. Had to have a forensic review of every year they did my taxes and every year was done wrong and had to be corrected and I had to file amended tax returns they were so off in reporting .They are terrible, I would never recommend them to anyone.

Great accounting firm. They handle all of our business and personal taxes.

Great Team providing great service!!!

Great professional service

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.

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