Howard CPA, LLC

Howard CPA, LLC

Reviews Summary

The overwhelming majority of reviews praise the CPA's expertise, professionalism, and ability to simplify complex tax matters. Clients highlight exceptional communication, timely responses, and significant tax savings through optimized deductions. Many appreciate the personalized approach, thorough explanations, and stress-free experience, especially for business owners and complex situations. The firm is repeatedly described as knowledgeable, efficient, and client-focused, with several reviewers noting long-term satisfaction. A single negative review cites organizational issues and delays. Most clients strongly recommend the service, emphasizing trust and future engagements.

About This Listing

Bookkeeping
Accounting
Audit
Business Consulting
Financial Statements
Payroll
Tax Preparation
Tax Planning
Budgeting
Forecasting
Financial Advisory
Estate and Trust Tax
Small Businesses
Individual Taxpayers
Non-profits
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
Accounting
Audit
Business Consulting
Financial Statements
Payroll
Tax Preparation
Tax Planning
Budgeting
Forecasting
Financial Advisory
Estate and Trust Tax
Small Businesses
Individual Taxpayers
Non-profits
QuickBooks

Contact Information

Address

2 Riverway Dr suite 1260

Houston, Texas 77056

Hours

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

Customer Reviews

So helpful on my taxes after a year of life changes! Mrs. Howard is the absolute best and is also very informative throughout the whole process! I look forward to walking through everything with her and she always answers all of my questions. She is very thorough and I can't wait to continue working with her!

Howard CPA was amazing!! They made filing our taxes as painless as possible! Sending and receiving documents was so easy with their system and communication was on point. When we attempted to file on our own, we were going to owe a stupid amount, but with Howard?s expertise, she was able to find more tax breaks and we actually received a refund!! We were so shocked and absolutely thrilled. We?ll be using them again for sure! Thanks Howard CPA!! ???? ??

This was our first year using Howard CPA after parting ways with our long-time accountant. The experience was absolutely amazing and Rebekah and Jessica were great to work with. I really enjoyed having access to a secure portal to upload my documents, digitally sign the tax returns, and pay for her services. When our return was filed, after only a few days since uploading our documents, Rebekah scheduled a virtual visit to go over the results. Not only was the service great, but Rebekah found a way for us

We absolutely loved working with Howard CPA. This is the first firm that has been a pleasure to work with. They were timely on answering all my questions, were very organized on how to upload all my information and helped us receive the best tax credits possible. I would highly recommend Howard CPA

I have been a client for the past 5 plus years. The experience has been nothing but amazing. Mrs. Howard is a true professional and very knowledgeable on business and personal taxes. She also takes time to educate and plan for next year. I highly recommend her!

I contacted Howard CPA to help me file my late father?s final return as well as the return for his estate. She handled everything for me in a timely and professional manner. I?ll be returning to her next year for help with my own personal return. Highly recommended!

We were looking for a CPA to help us with our personal/business taxes and from the get go Howard CPA was responsive and helped guide us through the whole process. Any time we had questions they were able to answer them, and they took care of everything. We are more than happy with their services and we have found our yearly CPA moving forward! We highly recommend them.

I found myself in serious need of a knowledgeable accountant for my personal taxes?life threw a lot at me this past year, and I needed someone who knew what they were doing. I discovered Howard CPA through NextDoor and decided to reach out. Not only did I get a quick response, but when I didn?t follow up right away, they checked in again to see if I still needed help?that level of care stood out immediately. Mrs. Howard and her team are the real deal: professional, responsive, and incredibly thorough. They

I have used a total of 4 accounts in my 40 year professional life. The last one, I used an online account service that is well known. It was not good. State filings that they said they would do they did not do. It was not until the state contacted me, that I realized, I had paid a lot of money, was promised things that did not happen, and they almost lost the right to conduct business in the state. Never had a problem with Ms. Howard and staff. All calls were returned ASAP. It is money well spent to h

Ms. Rebekah was very knowledgeable when it came to my rental property and ensuring everything was done correctly. I like how it was a zoom call and it felt like she was very attentive and paying attention to everything I said. I look forward to working with her in the future and now as my preferred CPA!

Howard CPA is a wonderful place to do your taxes. Mrs. Howard is very knowledgeable and assist you in making sure that you get the best for what you paid for.

My experience was great. Very efficient. Very organized. Know the tax law. Was able to get both taxes done with no problem. Love the location. Would highly recommend Mrs Howard.

Very poor experience with this firm. TLDR - unorganized, untimely and unskilled. I hired them to do a fairly simple partnership return. While initially discussing this return with them in January, I indicated I would like to file by end of February. I gave them all my information before the end of January. But all I got was radio silence from their firm. I then reached out close to the end of February and they said my return was ready to review on March 7. Well, at that review session, they told me the ret

Awesome CPA!!! This firm works diligently to ensure that my families taxes are done with excellence and to the highest standard. Thank you for your service!

Had no idea that estate taxes were so complicated. Found out it?s a highly specialized field and not every CPA is experienced or knowledgeable with estate tax returns. Could not be happier that I found Ms. Howard! She?s all that plus a real pleasure to work with. She made a dreaded exercise actually simple, straight forward, and pleasant. Her staff is very helpful, communication timely and efficient, and every interaction a positive experience. I highly recommend Rebekah Howard and in fact will be using her

Ms. Rebekah and her team make the annual tax preparation process so easy. We uploaded everything to their site and within days, our return was ready. She also provided valuable insights into how we could better optimize our tax burden and make improvements for the future. Highly recommend Howard CPA!

Rebekah Howard is an excellent CPA with expert and up-to-date comprehension of the IRS Tax system. This is my 2nd year utilizing her skills and expertise and I have been more than satisfied. I would refer her company to anyone needing professional, informed and proficient accounting and tax assistance.

Awesome CPA! Mrs. Howard was able to complete with our tax return and was extremely knowledgeable. Communication was top notch and timely. She explained each step of the process working through the return making the process highly efficient and stress free.

It has been a pleasure and a privilege to work with Rebekah Howard the past two years. She is uniquely professional, notably competent and exudes kindness. Her responsiveness is extraordinary, and it is apparent that she takes pride in her work. Likewise, her team is supportive and shares her same commitment to excellence.

It was my sincere honor and privilege to meet and work with Ms. Rebeka Howard. On advice from a friend, I sought an experienced CPA for my personal finances. When we first spoke on the phone, Ms. Howards' enthusiasm and positive aura made me comfortable, and her in-depth analysis and review of my queries on taxes, plus her assurance on privacy on my finances made me confident enough to move forward. Ms. Howard was patient and understanding during my rambling questions, and she was keen on potential outcome

This is my second year using Howard CPA LLC, and my experience has been outstanding. Ms. Howard and her firm have helped me navigate complicated tax situations and educated me on valuable tax-saving strategies. Additionally, Ms. Howard and her team have always been prompt and professional when working with me. If you need a great CPA, please check out this firm.

I had a great experience with Howard CPA, LLC. This is the first time I am using CPA to file taxes and I was very nervous, however, Mrs. Howard was very knowledgeable and made this process very easy for me! I appreciate them very much and look forward to working with them in the future.

Although I typically always prefer referrals, especially with services needed of significant importance like taxes, I found Rebekah Howard (Howard CPA, LLC) via Google search and decided to have taxes completed with them in light of the glowing reviews. Communication seemed to be on par earlier this year and the last communication on tax status was that an extension request had been filed. Now months later and several inquiries made to her via the companies own messaging portal, including requests for final

Doing my taxes this year was a JOYFUL experience (a statement I never thought I'd say). I had a complex tax situation with multiple W-2s, a 1099-K, retirement savings taken out, etc. I was anticipating owing a large chunk of change, but Rebekah found legit deductions that, as a layperson who always used systems like TurboTax, I didn't even know were options. The amount that I owed in my mind compared to the amount that I ultimately owed was cut by 90 PERCENT. I could not POSSIBLY recommend this company eno

Mrs. Howard is always very polite, knowledgeable, and organized with her review of my tax returns. I am a return customer?she always takes her time to explain each tax return and any updated laws or regulations. In addition, her client portal is not only convenient for the ease of submitting documents, communicating with her directly, and having access to your records?the portal itself is very secure for any privacy concerns. I was referred to Mrs. Howard and I am truly thankful for the referral. Pray many

I?m not sure where to start so I?ll just start by saying, choosing Rebekah as your CPA will be one of the BEST investments you will make for yourself and/or your business. Not only is she EXTREMELY knowledgeable, she is patient and diligent. As a first year business owner, I was initially completely overwhelmed and had no idea where to start however, Rebekah provided guidance, guidance and more guidance-not just related to present day taxes but future tax guidance as well. She was responsive in her communic

Financial Statements Working with Mrs. Howard has been a one of a kind experience. I contacted her in the heart of tax season for something that was not tax related. She accepted my task and has been amazing ever since. Her professionalism and responsiveness go beyond measures. She provides status updates on a consistent basis without me needing to contact her and request them. She is VERY knowledgeable as it relates to her field. I would highly recommend anyone needing CPA services to reach out to Howard

I used Howard CPA to file my 2019 Personal and Business (S Corp) Tax Preparation. Rebekah was very knowledgeable and very thorough in reviewing my tax documents to make sure I received the most tax deductions. There were some things I didn?t know were deductible, I?m so glad I hired a professional instead of doing my Tax Return myself. I will be using Howard CPA going forward. Great choice!

I can't say enough. Rebekah was very thorough, informative, professional and overall excellent at what she does. I am very elated that I found her business and am able to use her services. I highly recommend Howard CPA, LLC to anyone with tax preparation needs. I will be back!

Rebekah and her team were very professional and thorough throughout the process. They very quick as well and open to questions. I would say the experience was very great, and I would recommend anyone to have their taxes done with her!

I absolutely recommend Rebekah Howard?s accounting services. She has prepared our returns for the past two years. She?s done an incredible job in preparing the returns, and is very thorough. She takes time to personally interact with her clients, and offers sound advice for minimizing future tax liability.

I?ve known Rebekah for a number of years and I have to say I really appreciate her wisdom! She?s the first one I go to when I need accounting advice. Howard CPA, LLC practice is so loaded with talent and are top shelf! If you need basic financial services, complex financial accountability, or insight into future projects, you need to give them a call. I highly highly highly recommend!?

Howard CPA is amazing. Rebekah was so pleasant and responsive to my inquiry. Rebekah took the time to speak with me and explain all my options and recommended best approach. I highly recommend her for your tax/CPA needs. I definitely will be using her services in the future!

Working with Rebekah has been amazing! I love the personal touch she brings to each meeting by asking questions beforehand and doing in depth research specific to our situation. She is thorough and has taught me about tax savings I did not know existed. I highly recommend her!

Rebekah provided excellent service and demonstrated attention to detail while preparing and filing our 2022 taxes. She informed us about all the exemptions we were eligible for and also provided us with useful advice on best practices for future tax planning. We are pleased with her service and have decided to retain her as our official CPA going forward.

Rebekah was recommended to me for my small business. She exceeded those expectations and helped me so much!!! As a first year business owner I had tons of questions and she answered them all gracefully, patiently, and accurately. I will be using her as my CPA moving forward and cannot recommend her enough!!!

Amazing service, super knowledgeable and helpful. This is our 2nd year working with Howard CPA, LLC and have never had an issue. Will continue to seek their services for all things accounting related. Highly recommend at least checking out the services that they offer!

Working with Rebekah at Howard CPA was really refreshing compared to my previous tax return preparers. Starting from the initial consultation, to the explanation of the return, and the required follow-ups/amendments thereafter, it was all very smooth, eventually leading to a timely submission. We look forward to working with Rebekah in the next tax season.

I hired Howard CPA for a 1 hour consultation, because I needed wisdom on the best entity structure for my new business prior to having my attorney file my trademark. Mrs. Howard was prompt, professional, knowledgeable, organized, and she has a gift for communicating complex terminology simplistically. I highly recommend hiring Howard CPA, I look forward to working with them in the future!

Mrs. Howard makes you feel right at home with her personality. She is very patient and answers any questions you may have. Amazing environment, smooth and easy process, and very knowledgeable!! I definitely recommend doing your taxes with her!

This was my first time using Howard CPA, LLC services and I had a great experience. Rebekah was professional, friendly and time efficient. I enjoyed that everything could be uploaded online and reviewed over a Zoom meeting. As a busy professional myself it fit in well with my schedule. I plan on using her other services as well in the future. I highly recommend.

This was my second year using Howard CPA for my tax preperation, and honestly I'm always super impressed. I worked directly with Rebekah (remotely), and had such a phenomenal experience. I'm a customer for life. The process was easy to navigate and very detailed. Thank you for helping me with this process!

Howard CPA, LLC is top notch. Rebekah?s experience, knowledge, and professionalism makes filing taxes easy. She is always abreast of the updated rules and regulations and ensures I receive the accurate deductions on my personal and business taxes. Her warm personality is matched with her extensive knowledge and I would recommend anyone that is looking for financial services.

Howard CPA is a reputable CPA firm that I would refer to anyone. Rebekah is kind, knowledgeable, efficient, and professional. She is a wealth of information and an invaluable resource me in my personal and business affairs. I highly recommend her for your personal and business tax needs!

Professional, reliable, and very knowledgeable on tax rules and regs. Saved me hours and hours this tax season!

After seeing Rebekah?s knowledgeable videos on LinkedIn. I had to give their services a try this tax season. I had a list of questions about a future endeavor that I thought she?d definitely have the answers too based on her informative videos. Well, I must say my experience was great, she not only assisted as my tax preparer but she gave me great helpful tips for my tax preparation in 2024. As well as answered all my questions. The service was smooth and her presence was very professional and polite. Every

Rebekah and her team are great! They are professional, and take they time to work through our questions, be it on personal taxes, or for business. It is our second year with her, and we are sure to continue working with her!

Rebekah and the professionals at Howard CPA, LLC, were amazing to work with. They were extremely knowledgeable, professional, and timely. I felt secure knowing my taxes were being prepared accurately and thoroughly. 10/10 will use them again!

This was my first year doing taxes as a business owner, needless to say I was extremely nervous and did not know what to expect. Rebekah was able to walk me through the process and made this tax season a breeze for me and my business. I would highly recommend her services to anyone in search of a CPA.

Howard CPA are prompt, precise and professional. It was a very smooth process working with this firm to complete my taxes in a very timely manner. From our initial contact, I was instantly relieved of any stress that typically comes with the process.

This is the first time we hire a professional to prepare our federal tax return and we are very happy withRebekah?s professional services and counsel. She is patient, responsive, knowledgeable and friendly. Added bonus, I was able to transfer this ?to-do? with peace of mind that it was being handled by a professional!

Up until now I have done my own taxes, but things became increasingly complicated once I got married. Throw in new businesses, a pandemic, and pregnancy, and I knew we needed some help. Rebekah is amazing! She is very patient and thorough. Hiring her was the best decision we could have made, especially with things changing every five minutes.

It is a pleasure after so many years to have a firm that attends to ones needs in a timely and friendly manner!

Rebekah is extremely well versed and educated on tax processes and laws. She has shown a dedicated interest over the years in getting her customers the maxium return possible with sound advice and clarity moving forward. If you're looking for a personable and trustworthy CPA who can provide instruction and education on various topics, choose Rebekah as your next and last CPA. I've certainly found that in her.

I am a new business owner and sought the assistance of a CPA for the first time to explore the tax implications of a small business, particularly when combined with income from another job. Rebekah answered all of my questions and explained how taxes work when you are a small business owner. She was patient and thorough and I definitely recommend seeking Rebekah's counsel if you are embarking on a new business adventure.

Howard CPA, LLC should be everybody?s go to for personal and business taxation. I own a small business and use Howard CPA for my all my tax needs. Rebekah is attentive to detail, professional, and has a vast knowledge of taxes and IRS regulation. She answered all my questions and eased my concerns to make my tax filing process seamless.

I highly recommend Howard CPA for tax planning/preparation and business accounting. Ms. Howard is a small business tax expert and works proactively to keep her clients updated on all the changes in code. Her office is very responsive and professional. I am glad to have this Houston CPA on our side.

Very grateful for the tax preparation services and business accounting solutions from Howad CPA. As a first year business filer I had many questions and concerns on new tax laws and requirements for my business. They were extremely knowledgeable about my personal filings and business needs as well as effectively helped me plan for the next fiscal year. Extremely confident about moving forward! Thanks again.

Rebekah is extremely knowledgeable when it comes to taxes. Even though the subject matter can be complex, she is able to break the information down so that anyone can understand. I definitely recommend her services and look forward to a stress-free tax season year after year.

I arrived on the doorstep of Howard CPA at the 10th hour in need of help. They've simplified a tedious process through their pre-filing steps. In addition, they answered all of my tax questions and provided suggestions on how to reduce my current and future tax burden. As a result, I've gone from self-filing to leaving the worry to someone more capable. Thank you, Howard CPA, for a stress-free tax filing.

This was the first year i had Howard CPA do my taxes and it won?t be the last! Rebekah was fantastic to work with and made the process so efficient. I can?t recommend them enough!

Rebekah was helpful and informed for my unique tax needs; she was able to appropriately file on my behalf. Would recommend her to a friend and did!

Rebekah has been wonderful to work with for our tax needs. She?s responsive, professional, trustworthy and very friendly! We?ll be returning again next year!

Rebekah is an awesome accountant. Always has the information we need to make the best accounting / financial decisions for our future. Contact her if you want your business or personal finances straightened out.

Rebekah and her online platform made this process very easy to upload and to navigate. She has been very helpful with answering all my questions and I look forward to working with her again in the future! I highly recommend.

Ms. Howard was very knowledgeable and helpful as we assessed our current tax liability. We appreciated her preparedness and professionalism as she helped us.

I saved over $8,000 on my taxes after contacting Rebekah. I used TurboTax originally and missed a ton of deductions. She was able to help me reduce my tax liability by almost 30%. A+++++

Rebekah is amazing and I can't thank her enough! She was very responsive and showed genuine care about my needs. I would highly suggest her services to any and everyone!

Rebekah was recommended via my financial advisor and was always very knowledgeable and responsive. I have and will definitely recommend her services to friends.

We found this firm through a Google search. The consultation and intake process was simple and she definitely knows her stuff. She 110% does what's in your best interests and is well versed on all things related to taxes and your money. Highly recommended!!

Great work preparing our tax returns. Very responsive to our questions. Introduced us to new ideas as well. We will use again next year!

Howard CPA has amazing customer service. I really like the vast knowledge and experience. It makes me comfortable and able to trust in the fact that I am going to be properly taken care of.

Rebekah Howard is very knowledgeable and professional. It was a pleasure working with her. Excellent experience.

Thank you so much for all of your help and in depth insight regarding our finances. We would have missed a lot of stuff and filed wrong. We really appreciate your professionalism as well. We look forward to using you as our CPA from now on.

The team at Howard CPA is professional, knowledgeable, easy to work with, and gives quick responses. They do a fantastic job.

As a licensed real estate broker, I highly recommend using Howard CPA for your taxes and accounting needs. Expert and professional services from beginning to end.

Howard CPA provided amazing service, very efficient and quick, and answered all my questions! I would highly recommend them to anyone

Rebekah answered all my questions thoroughly and put my mind at ease. Looking forward to Howard CPA handling all my tax affairs from now on.

I worked with Rebekah and appreciated her depth of knowledge and especially her ability to translate that knowledge to someone who is completely new to self employment.

Truly appreciated Rebekah?s attention to detail and her kindness as she took care of my taxes. Great experience

Working with Rebekah was awesome. If quality and care is what you want then look no further.

Submitted new client info , called to see if received nasty receptionist answered no call back waited a week called again still no response. I would not do business with ?People ? like that

So glad I have found a professional to help me with my tax needs, I feel so relieved. I can trust that my business is in the right hands!

I highly recommend Howard CPA. They are extremely knowledgeable, professional, and efficient.

I highly recommend hiring Howard CPA LLC for your tax and accounting need. You'll be glad you did.

Best CPA I have ever talked to, explains tax advantages in a way thats simple to understand taxes.

Outstanding work. Very professional. i recommend her to everyone who needs a C.P.A.

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.