*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.*
550 Club Dr Ste 271
Montgomery, Texas 77316
We have used Kevin the last few years and he is incredible! He helped get us out of a bind with the IRS and I am forever grateful for his knowledge and professionalism when we needed it most. He is very down to earth and easy to talk to and always explains things in a very easy to understand way.
Kevin helped me with a rather unusual tax situation and navigated me through all the hoops. His heavy use of technology even before the crisis made exchanging information a breeze in times of social distancing and contact restrictions. Most importantly though, Kevin is always extremely responsive with answers to questions big and small, so having taxes done is not only a closing the former year but also improving and planning for the next!
Had an odd question and had no one else to turn to. Kevin was able to point me in the right direction and saved me time, money, and stress! Was able to get me in quickly and solved my issue in under 6 min. Cant thank him enough!
Kevin is not only knowledgeable and professional, he is compassionate, responsive and genuine. He went above and beyond to assist my husband and me with complicated tax issues. We are fortunate to have him as our CPA.
Exceptional customer service, very quick to turnaround my tax return and quick to reply to all my questions. Also very friendly and pleasant to work with. By far my best tax season, thanks Kevin and team!!
Kevin has helped me do my taxes as a business owner since I first started the business. He provided me excellent guidance and counsel through the process. He is very knowledgeable and his prices are more than fair!
Kevin is always great at answering all types of questions whenever they spring up. He never makes you feel like there is a stupid question. I have been using him for years and have recommended him on several occasions.
For many years now, Kevin has handled all accounting/tax needs for me personally and for my business. Is always current on tax laws and quick to make suggestions for improving. Good guy to have on your Team!
Kevin is a tax genius!! And so willing to go the extra mile for his clients.! I know I can count on him any time I need him and that he truly cares about each of his people. What a blessinh
Have worked with Kevin for many years. Excellent work ethic and attitude. Love working with him and his great expertise. Highly recommend!
I highly recommend Kevin at Hemingway CPA INC . I have used them for years. Always attentive to my needs and very professional too. It?s nice having someone who is there when you need them , they are GREAT !!
This year I had to find some one new to prepare my taxes , I just move to this area and I didn't know any one , I was very anxious I read so many reviews and finally I decided to call HEMINGWAY CPA INC , I left a message and in no time at all Kevin call me back and even just on the phone answer some of my questions and more . I forgot to be anxious . Thank you Kevin .
We recently had some work completed by Hemingway CPA. Kevin is always available, professional and is an experienced CPA. We highly recommend Hemingway CPA.
I can't say enough good things about this firm. I was so pleased with his work ethic and prompt response. Highly recommend!
I have used Kevin for over a decade. He is a huge asset to our business.
Bends over backwards to help. Very good guy. I highly recommend.
This guy is seriously a lifesaver. Highly recommend!
Great customer service
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.