*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.*
1609 S Chestnut St STE 102
Lufkin, Texas 75901
I had to switch tax professionals due to some things one of my prior contacts just didn?t have experience in; but Mr. Robinson has been nothing short of a lifesaver! He is professional, helpful, responsive, priced fairly, and knows the in?s and out?s of tax code. He either knows the answer or will get it for you. His office staff is also friendly and helpful. I have used Mr. Erick for 2 years now. I used to stress and ruminate over tax season for weeks; but he?s handled each year smoothly, and has minimiz
Erick was a big help with my tax questions. I had some questions on how to file and what I needed to file! He was able to answer all my questions with out hesitation and with out charge for a simple over the phone consultation. He was very kind and knowledgeable! He definitely is there to help you and to do what he can to save you on ur taxes !
We have been with Sharon many years and she has always done a great job for our businesses. She always takes the time to explain and try to save me as much as possible when computing our taxes, as well as filing other documents in a timely manner (or reminding me to get them to her to complete)! I have been very pleased with the service she has provided all these years and would highly recommend her to anyone.
My husband and I have used Sharon Monroe's services for many years. She is so knowledgeable and her professionalism speaks for itself. Sharon has a kind and gentle spirit, a very gracious person and I will always use her services. She is like family and has a staff that is there to serve as well. Thanks for your service and thanks for the yearly pamphlet you send out every year that helps me make sure I have all pertinent information needed to file my taxes.
Sharon, has done our taxes for 22 years. We have great confidence in her ability to do an outstanding job. It's been a pleasure to work with her over the years, We highly recommend Sharon as a knowledgeable,competent, and respected CPA.
Have depended on Sharon for several years for help withour taxes. She is extremely knowledgeable in all areas of the tax form. Is also quite speedy in getting them processed. Has been a very, very large help and we consider her a friend. You could not ask for better in the whole area.
I am a first time client of Ms. Monroe's. She is very knowledgeable and answered all my questions. My tax return was completed on a timely basis. She is very friendly and treats you like a family member. I highly recommend her firm for all your tax needs. Her little dog is precious and friendly also.
This was the first time my husband and I have used Sharon Monroe. We were very pleased with her. She is a very pleasant and personable woman. I enjoy meeting SCOOTER as well. Please consider her if you need a CPA and say hello to SCOOTER for me.
Sharon has been doing my taxes for 4 years. I always feel like a valued customer. She goes into great detail on any concerns I may have.
We have used Sharon for several years. She is thorough and prompt in getting our taxes completed. I would recommend her for your tax needs!
Super cool guy easy to deal with highly recommend!
have been a very satisfied client of Sharon's since 2013. She is the first honest honorable CPA with whom i've ever dealt. She is true to her word.... unlike every other rotten thieving CPA by whom i've been victimized. If CPAs and attorneys "practiced" medicine, we'd be overcharged and dying Eric Robinson is s?per excelente? i am well pleased with Eric Robinson?. he took the reins from Sharon and is carrying on with honesty & integrity? very fine fellow? very trustworthy? a rarity among CPAs
Sharon makes tax season easy for me. She is always prompt in finishing my taxes. I know I'm going to be taken care of with her helpful staff.
Sharon has always done a great job and done it quickly. We've been using her for around a decade now.
We have been more than pleased with their tax services over the past 10 years, for multiple states, and Federal, in any given year, and on our Foreign earned income when working out of country.
Always great professional service. Sharon takes time with her clients to understand their needs. I highly recommend her services.
She is always well versed on the latest tax laws and always willing to help anyway she can. She is easy to work with and very friendly.
Best in town with lots of knowledge and he didn?t charge me anything
We have used her services for several years & are pleased with the professionalism of the entire staff.
We are pleased with her service and have used her for years. Fast friendly service.
Fast, friendly service. Treated as a valued customer.
Easy and fun to talk with. gets the job done.
Caring and professional.
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.