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J. David Wilson, CPA PLLC

J. David Wilson, CPA PLLC

Reviews Summary

The reviews consistently praise the CPA for exceptional expertise in tax law, IRS procedures, and financial planning. Clients highlight his honesty, trustworthiness, and professionalism, with many noting his prompt communication and thorough explanations. His ability to handle complex tax situations, including identity theft, is frequently mentioned. Long-term clients appreciate his reliability, personalized service, and dedication to maximizing their returns. Many recommend him highly for both personal and business tax needs, emphasizing his integrity and client-focused approach. The overall sentiment is overwhelmingly positive, with repeated mentions of his knowledge, efficiency, and caring demeanor.

About This Listing

Tax Preparation
Tax Planning
IRS Representation

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

Tax Preparation
Tax Planning
IRS Representation

Contact Information

Address

2803 Snow Finch Ct

Katy, Texas 77494

Visit Website Call Now Get Directions

Hours

Sunday Closed
Monday 9AM-5PM
Tuesday 9AM-5PM
Wednesday 9AM-5PM
Thursday 9AM-5PM
Friday 9AM-5PM
Saturday Closed

Customer Reviews

David came recommend to me by my sister and he did not disappoint. I had a complicated tax situation that also involved identity theft and David was able to get my issue resolved and in good standing with IRS. Something that the big box tax preparation company couldn?t do. He is very knowledgeable, honest and trustworthy. As a former IRS agent, the knowledge he has to handle complicated tax situations is immeasurable. He is attentive, communicative and detail oriented. I would highly recommend him for your

I have used David?s services file ~10 years now. I?ve been very happy with his communications, efficiency and effectiveness. So much so that when my father was no longer able to manage his taxes, I had no hesitations about referring him. I would definitely recommend David for your accounting service needs.

I highly recommend David for your tax needs! He is an excellent CPA, does a great job with tax planning and is an honest & trustworthy individual who goes above and beyond to get your tax needs done. I will continue to have him as our CPA for personal and business!

We have utilized David?s services for several years. He is always thorough and considerate of your time. He has handled our business and personal tax filings and has always been patient with us as we sort through items needed to complete the package he needs for the filing. I would highly recommend David and his staff for any of your needs.

Choosing a CPA can be challenging, however, David is personable, trustworthy and knowledgeable about the tax laws. And he will draw out each scenario that may or may not have a tax impact. A phenomenal person, great sense of humor and hands down the best at what he does!!!

David has been doing my taxes for over 30 years. He knows the tax laws better than anyone I know. I would trust him to handle any tax or business question. Take the worry out of your taxes. Turn your taxes over to David and you will be in much better position.

Honest. That is the word I would use to describe my experience with David. I highly recommend him for your tax needs. He is careful, knowledgeable, and will be honest with you every step of your financial journey.

Dave Wilson, CPA PLLC is the Most knowledgeable CPA I have ever used. His experience as a former IRS Agent gives him Insight into allowing you to keep more of ?Your Money? in your Pocket. He also possesses an amazing Pleasant Personality for a guy from the ?Hoosier State?. Dr. John & Deanna Mann

I greatly enjoyed my experience with David Wilson. He's a skilled, thorough, and prompt accountant who absolutely goes the extra mile for his clients. Highly recommend.

David Wilson is always so willing to help his clients. I highly recommend him for any of your tax needs. He is the best.

I?ve never had a problem with communication. David is always very prompt and thorough with his responses. I have highly recommended him to all my friends and family.

David is a highly qualified CPA who will go above and beyond. He is by far the best CPA that I have experienced doing my taxes.

I highly recommend Mr. David Wilson and his staff! Very professional! He has completed our taxes and family members for over ten years.

David always answers any questions we may have. He has handled our taxes for years! Highly recommend him!

Real nice guy and answers all my questions pretty fast! Life changes can make taxes and what not more confusing so it's nice to have someone you can trust to go to.

Mr Wilson is a wealth of knowledge. He has always been able to take care of all of our financial needs. Honest,caring, and all around great individual.

David Wilson is the best CPA around! I partnered with David and he is great with communication and is very knowledgable. I highly recommend David Wilson!

Mr. Wilson is very knowledgeable, he has always been very helpful and always on point. Trust him with my taxes he never disappoints. Thank you Mr. Wilson!

David is a wonderful professional to work with. He is well versed in all he does and exhibits patience and understanding.

I really appreciate Mr. Wilson. He?s a man of honor and integrity, and I trust him to do my taxes. It is important that you have someone you can trust and I trust him.

Extremely knowledgeable regarding tax law and IRS procedures, innovative in trying to do what?s best for his clients. Great CPA firm.

Great service! These guys know what they're doing and they help you understand what your options. I appreciate thier attention to detail and dedication to get me every cent I have coming!

Very thorough and professional in helping us with our taxes. Responds quickly to questions and provides clear explanations. Would highly recommend!

Very professional and knowledgeable service. Definitely one of the best around! My go-to for all my CPA needs. Highly recommend!

David provided excellent tax planning options for me to consider. These ideas were new to me and extremely helpful.

I highly recommend David Wilson as a CPA. He is very knowledgeable in his field and provides excellent customer service.

David is honest, trustworthy and very knowledgeable. Hands down the best CPA!

Our company has used David for years. Great guy that does great work!!

Smart man. I feel he puts his white customers ahead of me. He does stellar work.

David provides unparalleled service and quality. You cannot go wrong choosing him.

Dave is such a big help to his clients & is always super understanding!

Mr. Wilson is very knowledgeable, very professional, patient, and understanding. Best Accountant in the city.

Very knowledgeable and caring. I appreciate all the help he provided for me and my business. Thank you

Overall great experience! I totally recommend using this office for all your tax needs.

It was refreshing to have a CPA actually take time with me.

Highly recommend, very professional!

Professional Knows his business Fast and proficient

We will never. Take our business anywhere else!

Very experienced and professional.

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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