*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.*
6504 Bridge Point Pkwy Suite 250
Austin, Texas 78730
I have had only great experiences working with DK Partners over several years at various organizations. They have always been responsive, informative, helpful and shown professionalism and technical expertise. I would absolutely recommend them to anyone seeking financial services.
My company uses DK Partners as our CPA and they are an excellent firm to work with. We are a company that travels from state to state to do work and they were able to help us unwind the variances from state to state on tax liabilities. They also work hard to make sure our tax returns are accurate and that we don't pay a penny more than necessary. DK Partners has been a business partner of mine for many years, and they have always provided me with excellent work and timely service.
I have been a customer of DK Partner for several years now. They prepare my tax return as well as provide tax advice as needed. I am COMPLETELY satisfied and happy with their services. I very much appreciate their timely and professional response to my inquiries; ease with which I can upload/transmit documents to them for review; and the value they deliver to me for the fair price which I pay. I would highly recommend them for any professional financial services which you might need!
I paid more than $17,000 in additional taxes as a result of filing the return that these folks prepared. When they asked for my signature on the tax return shortly before the filing deadline, they failed to mention that they changed (from the prior year return) a key aspect of the return which increased my tax liability by the $17K. Even my tax collectors told me that DK screwed up. When I asked to schedule a call with a partner to discuss the matter, they refused to even talk it over. Instead, they to
DK Partners has helped me develop strategies that greatly reduced my tax exposure. They have outstanding service and communications. I really appreciate the staff continuity year after year and being able to work with the same people who know my situation.
My company was referred to Danny and team at DK Partners about two years ago. We were told they are the best in Austin, and they lived up to those expectations. They perform all of our year end taxes, and any general accounting needs that we need as a company. Accessibility is always an understatement, any time we need to speak with someone, or meet in person to review, Danny and Dennis are both there ready for us. They are incredibly professional, and make what is typically painful accounting, about as
As I have gotten older my taxes have gotten considerably more complex with various investments and retirement accounts, multiple hard assets, children, etc. It is WAY over my head or the heads of those pop-up accountants or do-it-yourself softwares. The first year my husband and I used Davila Buschhorn they went back to our previous year and found many deductions that were missed, refiled for us, and got us a large refund we weren't even expecting! For the last couple of years we have had very complicate
I have been a client more than 30 years. I have recommended and will continue to recommend DK Partners to everyone who I work with. They have always provided us with quality work and their turnaround is exceptional.
I have been a client for many years, and they had always done an excellent job, I'm very happy with DK Partners and with Gaby Needham so I really recommend this company
I very highly recommend DK Partners for excellent customer service. I have been a client for over 20 years, and always impressed with the services I receive.
DK partners has continued to impress me with their professionalism and quick turnaround year after year.
The absolute best accounting services I have ever had . I've been going to these guys for 10+ years and no ones compares . They're the best
(Translated by Google) I HIGHLY RECOMMEND! (Original) BARDZO POLECAM !
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.