Back to Directory
J. David Wilson, Former IRS Agent, CPA, CFE, EA, National Tax Practice Institute Fellow

J. David Wilson, Former IRS Agent, CPA, CFE, EA, National Tax Practice Institute Fellow

Reviews Summary

Customers consistently praise David Wilson for his exceptional tax expertise, professionalism, and clear communication. His deep knowledge of tax law and IRS procedures, combined with personalized attention, ensures clients feel valued and well-informed. Many highlight his accuracy, timeliness, and willingness to explain complex topics in understandable terms. Long-term clients appreciate his reliability, honesty, and dedication to their best interests. His friendly demeanor and quick response times further enhance the experience, making him a highly recommended CPA for both personal and business tax needs.

About This Listing

Tax Preparation
Tax Planning
IRS Representation
Small Businesses
High-net-worth Individuals
Individual Taxpayers

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
Small Businesses
High-net-worth Individuals
Individual Taxpayers

Contact Information

Address

13611 Butterfly Bush Ln

Tomball, Texas 77377

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

I first met Dave Wilson 9 years ago when my father had passed away. My sister and I were concerned about some estate issues and Dave helped resolve them without any legal problems. Since then my sister and I have had our respective tax returns done by Dave, and we've never had any issues whatsoever. He's never been anything but professional, competent, and very pleasant when I've occasionally had a question or two. I've been extremely satisfied with my relationship with his company and have no hesitation in

Mr. Wilson is a very professional and courteous CPA. He is also extremely knowledgeable on all aspects of taxation. I have been a customer for the past 5 years and intend to continue using his services. I highly recommend David to anyone looking for a knowledgeable and experienced CPA.

I had a great experience working with David! He made getting my business taxes done so easy and explained everything so I could understand it. I?ll definitely be using him again for all my tax needs! Thanks David!

Honest answer to an honest question. Can't ask for more from a tax guy! David will shoot straight with you and will do his best to keep your fee within budget. His vast knowledge and continuous quest to know more, make David a great choice.

We have personally and professionally utilized Mr Wilson?s services for more than 5 years. We are continually impressed with his attention to detail and timeliness. I would highly recommend him if you want someone who cares about attention to detail and is always looking out for your best interest.

Mr. Wilson is awesome! He knows the the tax law better than anyone I know. He will access your position and help put you in the best position possible. He explains everything to me where I can understand. I always end up better after he reviews and files my taxes than I anticipated. He is the best person to handle your taxes!!

I have done my own taxes for many of years. Then I found David for my business taxes. I'm glad I did. He is easy you talk with about all options available. He will walk you through step by step and help you understand what is the best options. If you need a CPA or a tax expert, He is the guy I would use. Thank you David for all the help over the years.

David Wilson provides great support as a CPA. His approach offering a La carte services is great so you avoid unnecessary services that others tend to offer. I?ve enjoyed working with him.

Extremely skilled accountant. He has a very quick response and turnaround time for his services, plus he's friendly and communicative on top. I genuinely recommend his services for any financial/tax needs.

I have had the pleasure of meeting and benefitting from the accounting services of Mr. Wilson. Working for the Internal Revenue Service for so many years has given him an edge that is not seen at other accounting firms. You feel valued and know that your interest is his interest.

David Wilson is the kindest man I have ever had the pleasure to know. He is knowledgeable and puts his clients first. I would recommend him totally and I have

Mr. Wilson is always available to answer any and all questions we have. He has done our taxes since we moved to the Houston area almost 4 yrs ago. I highly recommend him!

I always receive great service. The staff is very friendly and always helpful. Mr. Wilson definitely knows his business. And has always helped me with any issues we have had. Thanks for all you do.

I highly recommend David Wilson. As a CPA, Mr. Wilson is very knowledgeable in his field. My family has had a very positive experience with his service.

David truly cares for his clients and is an amazing accountant! Would highly recommend using him for all your accounting and payroll needs.

Extremely knowledgeable about tax law and IRS procedures, diligent in trying to find the best solutions for his clients. Highly recommend for your tax needs.

Very quick and accurate services. I?ve been doing my taxes through David for the last 7 years and have never had a problem.

David is very courteous and knowledgeable in his line of work as a CPA. I would definitely use his services as needed.

I?ve known David since he was 15. He doesn?t cheat at tennis and has given me good tax advice although his career.

Smart man. I feel he puts his white customers before me however. But his work is stellar.

Been doing our companies taxes for years. Very thorough and meticulous. Also a great guy!

Very professional, answered all my concerns, and always made sure I understood or know what to expect. I have been very impressed and happy with the service that I received.

David is an informed CPA and has been very helpful with tax issues and planning.

David is accurate and knowledgeable in his business. A very honest person to work with.

I was very impressed with David?s knowledge and hospitality. I highly recommend him!

David Wilson is one of the most kind hearted people i?ve ever met.

Very thorough work! I know I am getting the best experience possible when I go here!

10/10 David is kind, knowledgeable and trustworthy. Wouldn?t go anywhere else!!

Excellent service! A wonderful, professional experience. A customer for life here!

Very helpful, excellent customer service! Mr. Wilson is very knowledgeable.

Best in the business.. give him a call, you won?t be disappointed!!

Great communication, easy to work with, quick to answer any questions

Excellent customer relations! Highly recommend!

Easy to work with and knows what he is doing!

Great business person

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.

Skip to main Home Best CPA's Nearby Upgrade your plans English Avatar for Nico Bottema Welcome, Nico Bottema! Share Install the tag on your site to get access to all features, tools and the insights you need. It's fast and easy. Site ID: 6455700 Get started with the tag installation 1 Copy this code. 1 2 3 4 5 6 7 8 9 10 11 Copy code 2 Paste the code into the of every page where you want to track user behavior or collect feedback. 3 To make sure everything is ready, verify that your code was installed. Verify installation OTHER WAYS TO INSTALL Install with a team member’s help Install on a platform Install with a npm package Explore the demo Take a tour of the product with realistic data to explore. Explore demo site Common questions View all Course How do I install the tag? Collect session data for replays, heatmaps, and on-site surveys by installing a unique tag on your site. Ready to add it? Follow the instructions in this 15-minute course. Article How do I know if the tag is installed correctly? Article Will the tag slow down my site? Suggested for you Enable 2FA now Two-factor authentication (2FA) adds an additional layer of security to your account. Popular shortcuts title Feedback button Capture feedback in the wild by letting users share it at any point title Set up a Net Promoter Score® survey Measure long-term customer loyalty and happiness the tried-and-tested way. title Exit-intent survey Capture feedback before visitors leave and reduce your bounce rate Get started Interviews (new) Get real time feedback at critical times, thanks to easy, in-depth recruitment and analysis. Create project Finish your installation Surveys Feedback button Dashboard Invite team members Integrations