*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.*
3000 Joe Dimaggio Blvd #38
Round Rock, Texas 78665
We are fortunate to have found DJ. Our previous accountant retired and we were struggling to find someone we trusted. For our situation, having an accountant that is knowledgeable and reliable allows us to focus more on growing our business and family. That is why, we highly recommend DJ and his team!
I would highly recommend DJ Bhola CPA without any hesitation. I wish I had worked with DJ right from the start. I know several other dentists who recommend him. DJ Bhola knows how to deal with Uncle Sam and is the best CPA that I have ever worked with.
DJ is sincerely honest, trustworthy professional accountant for dentistry. He is truly responsible, informative and considerate to our matters and needs. Thanks to DJ, without his guidance and advice, I could not think where to start for my dental practice . I highly recommended DJ to my colleagues and friends!
DJ is great. He has been a great asset to our dental practice. He's always responsive to needs and quick to answer any questions that we have. He's very knowledgeable and has done a great job. We would definitely recommend him.
DJ is a great CPA. He guided us through the complete process of opening a new practice and helped us make many informed decisions during the initial set up period. As a new business owner there were many things we didn't know and he was always there to answer even the smallest questions (all this even before we hired him on a permanent basis). He helps us understand the accounting jargon in simple to understand terminology that guides us and helps us make good business decisions. You can't go wrong by hirin
DJ is always willing to answer our questions and concerns throughout the year. He provide great customer service, very professional, and an expert for the dental field. We feel that our CPA care about his clients and want to assist anyway. Dr. Lee and myself would highly recommend DJ Bhola CPA CP for any service that he offer. Thank you DJ! Alessandro Milani, DMD Namhee Lee, DDS Lee & Milani Family Dentistry Milani Dental
I had called DJ Bhola related to my husband's recent employment change to an independent contractor. DJ went out of his way to provide pertinent advice about our situation despite the fact that we were not the client population his firm works with and knowing full-well he would not be benefiting from obtaining our business. He took time out of his schedule to speak to me when he could have just punted me off and provided what information he could. So while I can't speak to his accounting/consulting services
DJ does a fantastic job - we are lucky to have him on our team. He is very thorough - and always very responsive and helpful in answering questions.
I met DJ after extensive search for accountants that were knowledgable of the dental industry and yet not limited to factoring in life's other finances and financial goals. DJ takes "into account" it all, and is clear, concise and informative. Through these first few months in a new start up dental practice, the importance of an available and knowledgable dental team is paramount, and I could not be happier with DJ's services!
DJ is extremely knowledgeable and professional. Our company is so thankful we have found him to help with our financial needs and would gladly recommend him to other dentists.
I started a practice two and a half years ago. DJ has been my CPA since the beginning. He is the best. He goes above and beyond for his clients.
DJ is the Best! Been working with him since opening my new practice. Highly recommended.
DJ is amazing. Tenacious, accurate, knowledgable and has tireless and impeccable work ethic. He will not disappoint!!
DJ is very honest and knowledgeable. Extremely responsive and very attentive to our individual needs.
Honest and trustworthy CPA for dentists!
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.