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Infinity Financial Advisors

Infinity Financial Advisors

Reviews Summary

The majority of reviews are highly positive (5-star), praising the professional, friendly, and knowledgeable service, with many highlighting excellent tax assistance, financial planning, and customer care. A few negative reviews mention neglect after declining services or spam requests. The overall consensus emphasizes trustworthiness, expertise, and a welcoming atmosphere, with strong recommendations for tax and financial needs.

About This Listing

Bookkeeping
Business Consulting
Payroll
Tax Preparation
Tax Planning
IRS Representation
Financial Advisory
Estate and Trust Tax
Small Businesses
High-net-worth Individuals
Individual Taxpayers
Non-profits
Real Estate
Professional Services
QuickBooks
Xero
GAAP Compliance
State-Specific Experience
Multi-state Experience
Local Tax Credits

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
Payroll
Tax Preparation
Tax Planning
IRS Representation
Financial Advisory
Estate and Trust Tax
Small Businesses
High-net-worth Individuals
Individual Taxpayers
Non-profits
Real Estate
Professional Services
QuickBooks
Xero
GAAP Compliance
State-Specific Experience
Multi-state Experience
Local Tax Credits

Contact Information

Address

5555 W Loop S #420

Bellaire, Texas 77401

Visit Website Call Now Get Directions

Hours

Sunday Closed
Monday 10AM-6PM
Tuesday 10AM-6PM
Wednesday 10AM-6PM
Thursday 10AM-6PM
Friday Closed
Saturday 10AM-5PM

Customer Reviews

David is one of the best Financial Advisors I have come across. I have known him since 2012 when he helped us resolve an IRS audit issue. David helped us save $9000 in penalty and interest charges that were inaccurately attributed to our files. We continue to use his services and have been very satisfied.

Before coming to Infinity Financial Advisors we didnt realize that we missed so many deductions. Thanks to these guys at Infinity we save so much in taxes. They were able to help us plan for our finances too. Very happy with David and the whole staff. I highly recommend them.

I love this place, very professional and their costumer service is amazing. David is extremely knowledgeable and his staff is very friendly. They have been very accommodating with my complicated schedule and every time I get there they make it a very pleasant experience. I have been using their services 4 years now (I used to just find any good Groupon deal) now I wouldn?t go anywhere else.

David has been helping me do my tax for last 3 years. He is the best. Good service attitude. And he do his best to help his client. I highly recommend this place.

The office and conference room setup was spacious, clean, well appointed and accommodating. The team hosts were also very accommodating, personable, warm, and knowledgeable. It was exciting to learn about the huge umbrella companies they work with, that provide them extensive networking access and years of experience. Their presentation was so on point, I am excited about having joined this very smart, meaningful and very doable program! Thank you Infinity Financial!

David was awesome! He was very friendly and extremely helpful. He stayed late and worked very hard to help me meet my deadline with very short notice. I highly recommend David!

I had originally used turbo tax to file. They were asking for money back. David not only saved me from having to pay that amount but he was able to get double that amount back in returns. Highly recommend.

I had a great experiences with David and his assistant. They are really friendly and helpful for filing taxes. I?m glad that I can work with him!

I attended a home-buying workshop here. There was good information from an experienced Realtor, a mortgage specialist, and an investment specialist. I was expecting all real estate, but since the other components are necessary for real estate purchases it was good to include those people to make it kind of a one-stop shop.

Awesome service They are very nice. Every time we need, they always be happy to help us. They help my family every year for income tax. Thank you so much.

The office has a friendly and professional environment and the receptionist is friendly and welcoming. David is friendly, very knowledgeable, engaging and thorough. I couldn?t ask for better service.

Fantastic financial group They take care of my personal and business needs year round Help.make tax season easier, by the book but educated so you can get money back Educational classes offered and easy to contact . Helpd me with payroll as well.

I have been going to David for my taxes and guidance on all my financial decisions for eleven years now. I would never trust anyone else with my finances and I consider him a part of our family.

I have had taxes done everywhere, but not as well. Infinity is a full-service financial advisor with a range of services.. I have an MBA, and this is the first choice for your financial needs whether classes in planning, taxes. Or small business needs.

I do not do business with these people. They have sent me a spam request asking for a review. Since I have never done business with them, and they have taken the approach to spam, a one star review is the best I can do. Tacky.

Nice place, people and good service

David and Trang always make me feel warm and welcome. It's almost like working with family when you're there.

Just left. These are the people I'd want to have around me all day. ???????? they're positive, fun, and motivated. David Le is that guy ????

Professional tax services, always ready to give me the best tax advices and business advices to make my business get better. Highly recommended.

Great customer service and professionalism. They make you feel welcomed. I would definitely recommend them.

Once you turn down his financial service package he totally neglects your taxes and ignores you.

I got answers to a all my questions regarding finances for each of us, 3 generations of my family. A pleasure to know such competent and kind people.

Awesome knowledgeable service. Dave and his team go the extra mile with customer service.

Infinity Financial is great place to get help on Tax, Financial planning, insurance and many help.

They have great service. Friendly and professional staffs

Wonderful information Answered a lot of questions

So patient, helpful and knowledgable!

Come visit the office and see the infinity difference!

(Translated by Google) Thank you David and Trang for helping my family. I'm very happy that everything has been resolved by Mr. David and Mr. Trang. Thank you so much. (Original) Cam on anh David va chi Trang da giup gia dinh em. Em rat happy vi moi van de deu duoc giai quyet tu anh David va chi Trang. Thank you so much.

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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