*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.*
2855 Mangum Rd Suite A571
Houston, Texas 77092
Rae Ann and her team were great, took the time to go through everything for my business and also helped with filing my personals returns. I am a new Entrepreneur with my first couple years in business filing as an LLC so it was a lot to wrap my head around going from a sole proprietor for many years. she and her team made me feel like i was more than just a number or transaction and deep dove into my financials to save me as much money as they could. She has my business for years to come. Thank you!
Rae Ann and her team are great to work with. Great communication, diligence, professionalism, and quality. Thank you!
I had a fantastic experience with my George CPA this year! They were incredibly professional, accurate, and kind throughout the entire process of preparing my personal and business taxes. I felt confident in their expertise and appreciated their attention to detail. Highly recommend for anyone needing reliable and friendly tax preparation services!
Rae Ann George, CPA and her wonderful and attentive staff were just what we needed in a CPA firm to help us with our taxes and tax strategy moving forward. Very professional, excellent use of technology to help us stay organized, etc. I would highly recommend George CPA firm for anyone looking for a great CPA for personal and/or small business.
George CPA has been our go to accounting and tax support for more than a year. They are proactive in helping our small business keep everything organized so that I can focus on business operations. They are responsive to questions and help with financial planning for the business as well as seamlessly complete our Taxes. They definitely provide quality customized support for our business. Don't hesitate - reach out to them and discuss your accounting needs.
As a small business owner, navigating the world of taxes and financial management can be daunting. However, Rae Ann has not only made this process more manageable but also educational. What truly sets the George CPA Firm apart is their availability and genuine willingness to teach. Their guidance has been instrumental in helping me make informed decisions and has significantly improved my overall financial confidence. I HIGHLY RECOMMEND THEM.
Going on my sixth year with George CPA. Nothing but positive things to say. Their response is very timely and they don't leave any loose ends. Rae Ann is very knowledgeable and ethical. Rae's attitude towards her job is admirable as she always goes the extra mile. She has also trained each one of her employees the same way and they are a pleasure to work with. I also had a very positive experience working with Rachel Docodil. She was extremely patient and even found billing errors that I was unaware of. Tha
I love working with Rae Ann. She is very knowledgeable and very patient. For new business owners like me, she gave me great advice as far as tax strategies and budgeting. Thank you so much!!!
Rae Ann is an agenl in disguise for this small business. She has helped me get a better handle on my finances and understand my stretch, but achievable goals better. Nikesha has been a vital part of the process as well. I'm so grateful I found this team!
Rae Ann with George CPA takes time to sit down and get to know her clients on a personal level. I can always rely on Rae Ann for a prompt rely and I know I can get ahold of her no matter what day or time of the week it is. She has made a tremendous impact on my small business and I would highly recommend her team.
This was my first time doing my Taxes with George CPA Firm, LLC and it was an excellent experience. Ms. Rae Ann was very professional. Everything went smoothly and quickly without any issues. I would definitely recommend anyone who want to do their taxes or any other business related to this company. Stay bless everyone.
The George CPA Firm has been nothing short of amazing for my business. Rae Ann and her team have been professional, diligent, knowledgeable, responsive , patience (with my obscurity) and very organized. I am glad we hired them. The outlook for working with George CPA Firm for many years is very good.
I personally have known Rae Ann for years! She has been my CPA for years and I love working with her! Her team is efficient and knowledgeable!
This firm, lead by Rae Ann George, provided excellent services with filing my federal income taxes and other state tax forms also. They regularly meet their deadlines and use a very secure system for exchanging files which makes me feel comfortable and let me know that we are in good hands.
We are a non-profit 501c3 philanthropic organization. We are going into the 2nd year of our strategic partnership with George CPA LLC. More recently George CPA became our primary advisor and CPA firm. Thus far there is no adequate way to express how pleased we are with the direction we are headed. One specific attribute that impressed us was the graceful and seamless nature in which Rae Ann's team worked with the incumbent firm to transition over and onboard.
As always, it has been a pleasure working with Rae Ann and her team. We have partnered with them for several years. They are knowledgeable and very responsive. I highly recommend George CPA.
George CPA Firm has been my accounting service for filing taxes for several years now. I always appreciate her attention with reminders and follow ups to make sure I am meeting all IRS requirements. Rae Ann George is highly recommended!
Rae Ann George and her team are great! They are attentive to detail and are great at educating. I appreciate George CPA!
Highly recommend Raeann for all your CPA services. I have been working with her for many years and have been very pleased with the service she provides. Hard working, Timely manner, Updates on changes. She keeps you informed every step of the way. I highly recommend Raeann for your CPA services.
Nikesha and Rae Ann have given me excellent service. They are patient and communicate well. All of their work is accurate and done properly! Highly recommend George CPA Firm.
I am amazed at how professional and thorough George CPA Firm is, I have zero complaints. Rae Ann was great at communicating effectively since the first conversation, and I understood everything that she said she was going to do. I highly recommend George CPA Firm!!
I started using a CPA since I moved to Houston and George CPA firm has been by far the best. I highly Recommended and trust Rae Ann with my all finances. Not only did she get me my best return to date she also gave me some great financial advise.
George CPA Firm was a blessing to me! RaeAnn George is a professional accountant who does thorough income tax research, who is extremely knowledgeable and efficient.and who completed the necessary documents in a timely manner. I plan to continue consulting her each year to prepare my Income taxes. I will also gladly refer her to my friends and family.
Rae Ann George is an extreme pleasure to work with. She is extremely knowledgeable about her position and willing to share it to help her clients. Rae Ann takes the time out to ensure a job well done and that is so much appreciated. Definitely should give her an opportunity to help you as well.
My husband and I are very pleased with the service we received from Raeann. She is knowledgeable, honest, and professional. We will continue to use the George CPA Firm for our future tax needs.
Whole Life Financial has been my preferred CPA firm for about the past 4 years in terms of taxes. Two years ago I delved into the world of entrepreneurship and Whole Life Financial was my book keeping and payroll company. When my business went through a rough patch Whole Life Financial's was also instrumental in my getting myself extricated. I highly recommend George CPA Firm not just for taxes for whatever business needs you may have!
I have been a client of George CPA for 4 years. I am very happy with the customer service they provide and I feel that the pricing is very fair. When 'tax season' comes I'm able to feel stress-free because I know they will take care of me and my taxes every time.
The best CPA firm in Houston! Rae Ann and her team responds quick to my questions. They are kind, professional, and competent!
Highly recommend this team. They tackle my business and personal finances, taxes, booking keeping, and more. They are a very dedicated, supportive, and such a knowledgeable team. So thankful for their services
Great customer service. George CPA firm are professional, knowledgeable and I trust them for all my Tax preparations. Thank you so much!
Absolutely the best!! Attention to detail is unmatched and their knowledge is vast. They are the best CPA firm I have ever worked with.
I have 2 different sources of income. With one it?s kinda tricky already. So I went with the pros and they followed up with me step by step. I feel safe with them. I know with Rae I?m taken care of. Thank you guys!!
Exceptional service, quality and integrity! For the first time I feel like I know everything I need to know about my business.
I really though my taxes were too complicated to do a good job and I imagined I had to pay back but I didn?t. Ms George took care of things in an amazingly professional manner.
Great service and very knowledgeable. I have been working with Rae Ann and her team since 2018 and highly recommend their services.
Although George CPA Firm works for me and me the experience I have with the Firm is actually as if they work within my company I don?t have to do much to conquer my tax filings.
They are very efficient and thorough. I loved the service I received and definitely will use them again in the future! Highly highly recommend ^_^
I highly recommend George CPA Firm for all of your accounting needs. They were very efficient and gave detailed explanations for any questions I had.
Awesome service. Ms. George will get back to you on time and ensure that all your needs are taken care of.
I truely love this firm. They do an awesome job.
George CPA Firm accountants are very professional and knowledgeable!
Since 2016 AAA+++ Thanks You and your team are Amazing !!!!!!
The most amazing and professional team. Excellent in every way.
Very helpful and answered all my questions!
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.