*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.*
100 W Hosack St Suite 104
Boerne, Texas 78006
We gave this company all of our tax information in early February, and they still didn?t get our return done on time. For the third year in a row, we had to file an extension ? and once again, there was zero communication. No updates, no returned emails or calls, just silence as the deadline passed. What?s worse is that every year they promised it would be different ? and every year, it was the exact same frustrating experience. We gave them multiple chances because we genuinely want to support local smal
What a great experience I had at Essick Tax Services in Boerne, Texas. Chris could not have been more pleasant and explained my tax return in a professional and empathic way. We wish we had switched to this wonderful service years ago! We will be a customer of this fine service from now on!!
Chris and his staff are an amazing team. Personal, attentive, and with an attention to detail that saved us money and found mistakes from past returns. If you're looking for shortcuts this isn't the place, but if your looking for integrity then I recommend Essick Tax services.
I had been working on a tax strategy for paying the least amount of taxes on capital gains my stocks have accrued. I will need to start selling some of my investments for my retirement. I am very knowledgeable in taxes, tax forms and IRS requirements. In working up the strategy I wanted to be absolutely sure I was compliant and accurate so I filled out the 2023 forms I would need in 2024 or 2025 to start selling and paying the taxes on my stocks. I wanted to do it manually to see all the computations to tho
Had some questions regarding filing some paperwork for my company. Got great insight/information about what I needed to do from Chris. He was very helpful and transparent!
I highly recommend Essick Tax Services, Inc. in Boerne, Texas for any first time and for any seasonal tax preparation. Michael Essick, CPA and his staff are very professional, and have been preparing my taxes for several years, now. They are very knowledgeable when it comes to the new tax laws, and they will give you the BEST advice when it comes to your yearly taxes. Michael, along with Chris and Melanie have all helped me in preparing my return, and I enjoy working with them every year. Thanks, Essick Ta
Essick Tax Services has always been great. I've been a customer happy customer for a few years now and not only did they help when I was having with the IRS but they helped explain how to keep my records in case I get audited and other things I can file to get a bigger return. Michael and his son Chris Are great people. Easy to work with and incredibly professional. If you have issues with the IRS or want an easy process with getting your return and filing your taxes, I highly recommend going in and talkin
Met with Mike to review my information. He did a great job in educating me and sharing his years of experience so I could make better decisions going forward. Would highly recommend!
We recently moved to Boerne from Seattle after selling our home. We knew we would need help filing our taxes this year, and were apprehensive about finding a new CPA. Essick Tax Services was recommended to us and they did a great job. Any questions we had were answered the same day, and we were very happy with the results. We highly recommend them.
Being a realtor can be hard when trying to find a tax professional that can truly help and guide you with your taxes. I just finished claiming my taxes with Chris at Essick tax services and was extremely pleased with their services. Very professional and knowledgeable! Chris didn?t hesitate to answer any questions I had! Will definitely continue to use them and recommend to family and friends!!!
Chris is so thorough and patiently answers my questions "every" year. His guidance and knowledge makes me feel secure and well taken care of every year. As a realtor, I need help submitting my tax information correctly every year, I'm in great hands with Chris!
Chris was so helpful filing and explaining my tax documents. He was really polite and detailed and even discussed ways I can plan for my taxes for next year. My experience was excellent and I really recommend using Essex.
I do not like writing reviews. But this review warranted my time and effort. I contacted Esssick Tax Service after my CPA retired. I was with my CPA for 13 years. I live in San Antonio and heard about Essick tax service in Boerne from a good friend of mine. It is no surprise that the IRS is not my favorite government agency. I wanted an intelligent, professional and honest tax preparer. Essick prepared my taxes and found legitimate ways to increase my tax return by 23 to 25%. in addition to preparing my ta
I had no idea how to handle my father's taxes after he passed away. Thank goodness for Essick Tax Services. They did a wonderful job getting it all sorted and filed. It is such a relief knowing his taxes were done properly and professionally.
We are transplants from Missiouri.Not knowing anyone we were taking a chance with ESSICK TAX SERVICE to file our taxes. Wow such a pleasant experience for 3 years now ESSICK has filed our taxes. Chris explained all the new ?rules ? and answered our questions and concerns with a smile . Truly swear they are to be trusted. A true family atmosphere. Very thankful we found ESSICK TAX SEVICE.
i never rate over four stars but today when michael & chris relieved some serious IRS panic for my wife & i today, i had to break my policy and give a fifth. our new life long cpa?s.
Mike and his team have always done a great job for me with my tax prep and other accounting work. He always responds to me in a timely manner! I highly recommend using him as your CPA firm.
After my wife had found this company we sent our paperwork in to the office, my wife called to verify they got it she was told Mike would get back to us, that was on Monday, it?s now Wednesday. My wife called back after no response and got nothing but short answers and attitude.After my wife told me what had happened I decided to cancel. the only response I got was ? I will take care of it? and then got hung up on. If you plan on keeping clients and getting a good word of mouth you should probably check yo
Chris was easy to work with and very knowledgeable. He helped us plan and execute for a small business start up. We had a stress free experience that was greatly appreciated.
Michael and his son are very professional and yet very friendly. I had several years in a row where I had problems with my return at H&R Block but worried that a CPA would cost even more than I was already paying. To my surprise it was half the price,took less time and saved me $$$ on my taxes! Yesterday my daughter called from a Jackson Hewitt in OKC she said they had given her three wildly different figures for her tax amount and finally said she owed a bunch of money and that would be a 509.00 charge
Mike and his Son are very personable and professional. Boerne is a small town and the expectation is always friendliness with excellent results -- Mike delivers. I had several complicated returns with real-estate and then retirement with several accounts. Mike was able to clarify the tax law for me and minimize repercussions going into a new life experience. I appreciate his efforts and results.
I?m very impressed with Micheal & Chris @ Essick Tax Services. Top notch expertise from top to bottom! Being SUPER knowledgeable & helpful about all the aspects of tax services I knew little about. Crypto especially!! My problems were extensive & they made them look easy & SAVED ME A BUNCH!. Thanks for all the help!
Grateful for your services guys! Thank you for being a honest Texan company!
Michael helped me out on very short notice. I highly recommend to anyone who needs help with their taxes!
Mike Essick is awesome!!! I have trusted him with my tax preparation for years, I recommend Essick Tax Services any chance I get!!!
Great service and extensive knowledge through all the process to do my personal and business tax returns. Thank you Mike and Melanie!
Significant errors, enough so as to require two amendments. Won?t respond. Doesn?t have or doesn?t resource records to determine what he did or didn?t file. If this is your idea of ?professional,? he?s your guy!
chris did a wonderful job very helpful
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.