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Finch CPA Firm PLLC

Finch CPA Firm PLLC

Reviews Summary

Finch CPA receives consistently excellent reviews for their expertise, strategic tax planning, and personalized service. Clients praise their proactive approach, long-term financial strategies, and ability to handle complex situations like natural disasters or estate taxes. The team is described as knowledgeable, responsive, and ethical, with many highlighting years of trusted partnership. Small business owners particularly value their entrepreneurial insight and tax-saving advice. Multiple reviewers emphasize strong communication, organization, and a hands-on attitude that delivers measurable financial benefits. The firm is widely recommended for both personal and business accounting needs.

About This Listing

Bookkeeping
Business Consulting
Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
Budgeting
Forecasting
Financial Advisory
Estate and Trust Tax
Outsourced Accounting
Small Businesses
Professional Services
QuickBooks

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

Bookkeeping
Business Consulting
Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
Budgeting
Forecasting
Financial Advisory
Estate and Trust Tax
Outsourced Accounting
Small Businesses
Professional Services
QuickBooks

Contact Information

Address

8900 Eastloch Dr #225

Spring, Texas 77379

Visit Website Call Now Get Directions

Hours

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

Customer Reviews

I have used Sandra Finch as the accountant for my business starting in 2008 and for my personal taxes since 2010. I have always found her advice timely and her work of the highest quality. She and her staff are friendly, attentive and responsive. I have recommended her firm to other friends and owner's of small businesses and they have switched their accounting needs for her firm. I highly recommend Finch CPA for all your accounting needs.

Been in business almost 25 years, medium size business, multiple corporations. Finch CPA has been handling my annual business and personal tax returns and general CPA services since 2009. Sandra Finch and her team are very knowledgeable in everything I have ever needed related to accounting services. Sandra is an entrepreneur at heart herself, so she able to relate to just about anything we encounter or dream up! I am glad FinchCPA is always on my team, always cheering my company to victory or certainly

We moved our accounting to Finch CPA in 2008 after hurricane Ike and so glad we did. We needed an accountant that could not only do taxes but could deal with the insurance company. We've had to go through that exercise multiple times now due to natural disasters, and she has been great. Additionally, she does tax planning with us, and we've also gone to visit lawmakers together to try to get laws changed to benefit small businesses. I highly, highly recommend her and her team - Debbie is wonderful, as i

I used Sandra Finch several years ago for individual tax returns when she worked elsewhere. She was extremely thorough and competent. Since then, her Finch CPA Firm has drawn praise from numerous businesses who use her Tax Services. She also has assembled an extremely knowledgeable and professional staff. I give her a top rating. Phil

Our company has benefited greatly from the advice and strategy given to us by the Finch CPA firm. Sandra Finch?s hand on approach has been instrumental in assisting us in making financial decisions that have benefited our company greatly. The courteous and knowledgeable team at Finch CPA is a pleasure to work with.

I have been a client of Finch CPA firm for several years now. I cannot tell you how pleased I have been with their communication and professional planning. They have saved me so much money on taxes and helped me plan for the future. It is very refreshing to have a firm that actually thinks out a long term strategy just for your situation then helps you put it into action.

Sandra and Debbie are the first CPA?s that I hadn?t fired after firing 5 CPA?s in 5 successive years. Finch CPA is proactive at planning each year to minimize our federal income tax payments by maximizing our deductions.

I've been working with Sandra and her firm for almost 15 years. She does far more than simply complete the IRS forms, she helps us strategize from year to year and make intelligent personal and business financial decisions.

Finch CPA firm is by far one of the most organized and trustworthy organization I have privilege of dealing with. I've been a client for a couple of years and wouldn't rely on anyone else's advice. Highly recommend!!

Sharp, ethical, and honest. Sandra is one of the few CPAs I know that will think outside the box for her clients. She tirelessly works to find the optimum tax advantaged strategies.

Sandra Finch CPA, is a highly respected firm of experienced tax and business management team. Very professional and knowledgeable. We certainly recommend them.

Expert tax and accounting services. I managed my mother-in-laws finances and they provided outstanding tax and accounting services for her personal tax returns, sale of her shares in a business and the Estate tax and accounting issues after her death. They were always available to offer prompt and expert advice as needed.

Excellent in every way. This firm has the right people, the right formulas and the right strategy to help business owners make informed decisions about their next steps long before they need to. Highly, highly recommend.

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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