*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.*
8588 Katy Fwy # 320
Houston, Texas 77024
I got great counsel from Travis at Trippon and have wonderful experiences with them! They really helped me get my finances organized and plan effectively for taxes annually and beyond. I highly recommend them for any self-employed person or business owner.
I have relied on JM Trippon to prepare my tax returns for the last 2 years. The staff, in particular Travis and Daria, have been very responsive and professional. What impressed me the most this year was the follow-up meeting with Travis, which went far beyond tax advice and into discussions on retirement planning. I would consider myself a minor client for the company, but for a full hour I was given Travis? undivided, unhurried attention and provided with excellent information and advice. Admirable compan
Amazing service and results. Travis Rhoads is perhaps one of the most professional people I?ve ever worked with in my career. He?s extremely knowledgeable, and I leave every conversation feeling a little bit smarter. Additionally, Travis? greatest asset to me is his impeccable responsiveness. I?m hesitant to give you guys too good of a review as I don?t want everyone rushing to you, but you deserve it.
Working with Travis at Trippon has been incredible! What I love best about using Trippon for our accounting is that after our yearly taxes are completed they always call to talk through ways to improve our finances and plan for the future. They are quick to answer any questions I might have throughout the year and are incredibly knowledgeable and genuinely care about helping their clients. We have used Trippon for 3 years and switching accountants was the best decision we ever made.
I have used Trippon for the last 2 years and my experience working with Travis and Jim has been fantastic. Travis does a great job throughout the year of communicating any tax deadlines or information I need to know. I highly recommend their services!
Awesome group of C.P.A.?s! Excellent at what they do, but also offer so much more in consultation. They have become a one-stop-shop for my business and also family needs! Highly recommend if you?re looking for the BEST you can find!
We?ve worked with the incredible group at J.M. Trippon & Company for several years, & it?s always a pleasure. We?re so thankful for Jim, Travis & the entire team. They handle even the most trivial of questions with the utmost care. They?re professional, timely, extremely helpful & always kind. They go the extra mile, are readily accessible & thorough with every task they encounter. Our family & our business is so grateful to have this entire team in our corner. We cannot recommend them highly enough.
LOVE TRIPPON! Travis is fantastic.
I used one tax accounting firm in Bryan for 12 years before relocating to Richmond and had no where to turn. Discovering Trippon was truly a blessing. The staff is knowledgeable, professional and courteous. At Trippon, I?m not just a name. They personally know me and anticipate my needs even before I do. Always accessible for questions and guidance. I highly recommend this group.
Jim, Travis, and the entire Trippon team are incredibly knowledgeable, helpful, insightful and genuinely caring. I trust them to handle any financial need and encourage anyone I know to use them as well; try them out...you will not be disappointed!
We love Trippon! Travis is amazing! Always is willing to answer allll my questions!
Jim and Travis have been absolutely amazing throughout my time with them! They have been thorough, responsive, and attentive to my individual needs as a client. I have no idea what I would do without them!
Jim, Travis and Tyler are all incredibly informative, professional and caring. As a new business owner, I?ve been able to focus on the operations of my business knowing that the accounting piece is taken care of. I have a confidence in accounting and investing now that would have otherwise been unrealistic. I couldn?t recommend them more!
J.M. Trippon & Company C.P.A. has done my family's taxes for several years now and we are very pleased with their professionalism. Jim and Travis are always available to answer questions and they do a fantastic job explaining details in a way I can understand. They look out for my family's best interest and how we can maximize every opportunity for taxes. Thanks again for all your help!!
Very professional and knowledgeable. It has been a breath of fresh air working with Travis and feeling like we are getting the proper help and and support when it comes to Taxes. Thank you!
JM Trippon and Company is second to none in what they do! What they do is partner with you to maximize your income, minimize your taxes and help you meet your financial goals. All this is carried out professionally and ethically with personalized service. I feel secure as a client and can?t recommend their services enough. Make the call! You can thank me later.
Travis was professional, well informed and able to deliver recommendations specific to my particular tax situations. After our conversation I was able to quickly make positive adjustments for my ongoing plan. Many thanks.
Incredible wealth of knowledge with these guys!! I have been working with Travis Rhoad at J.M. Trippon & Compay since October of 2016 and have found myself to be so grateful for their services time and time again. Strongly recommend if you are on the fence about seeking help with financial planning and or business accounting!
I started using Trippon in 2020 and was not expecting the level of service to be so high. They have taken time to answer all my tax questions and help me navigate significant changes that have occurred in my life and business. Now they are helping me with tax planning for retirement, and I feel confident it will help me avoid many costly mistakes as I try to plan for the future.
Travis and Jim have been an amazing partnership for my business and personal finances and taxes. They are always accessible and full of knowledge and expertise!
I've been using Trippon & Company for several years now. I did some shopping around before picking them. They were the best price and they have a great staff that is on top of everything. They remind you when estimated taxes are due and are always willing to answer questions.
Travis Rhoad in incredibly responsive and knowledgeable. The group at Trippon does an incredible job at finding my tax savings. They are worth every penny.
As a small business owner, I couldn't recommend Trippon highly enough! They are professional, timely, helpful and always on top of things! So glad to have them on my 'team'!!
Travis was extremely helpful and very patient when explaining our different options. His knowledge is very impressive. He saved us a lot of money today!! Zeke De Leon
I have used Trippon for my personal and business needs and their attentiveness to details has saved me money over the years. Their office goes above and beyond to be available and meet all my needs. I highly recommend their services.
Best CPA's we have ever used. Very thorough, professional and great at quick responses for questions or concerns. Highly recommend this company!
Travis is always super helpful & very knowledgeable about the CFA systems. Thanks for all you guys do to minimize our stress and keeping our tax debt as low as possible. Thanks, Willie
Always professional. Clear beneficial advice. They go over the return with me so I understand it completely. Always available to answer questions during the year at no additional cost. They make the tax process as painless as is possible. I highly recommend Trippon & Co.
Excellent tax and financial consulting, J.M. Trippon advisors have helped give me a ton of confidence as a business owner. I?d highly recommend to anyone!
Trippon is very knowledgeable and actionable with strategies to maximize income and build wealth over time. Would recommend to anyone looking for advice in these areas. Best in the business!
Very knowledgeable and helpful. Travis has always been available to discuss and help with questions. Would definitely recommend.
The relationship is more than just filing taxes once a year. It is having someone who is there to answer questions and give the support whenever I need it. Thank you so much!
They are not just CPAs, they are truly business partners. After experiencing Trippon, I will never lean anywhere else.
5 Start Service, They are fast, efficient, and thorough. I have not had one bad interaction or experience with this Company. I have recommended them to anyone I know who owns a business.
Thorough and trustworthy firm with very reasonable prices. They offer tax planning in addition. Everyone in the company has been very respectful and responsive.
Great to work with. Easily accessible which has been great for me. Very knowledgeable in the tax and corporation creation setting. Even being in a different state across the country they have been great to work with.
Travis always gives me the tools and insight I lack in order to decrease my obligation to the IRS!
These guys may be the best accountants in the business. They keep up to date so they pretty much always know everything...and can help you understand complex laws etc. They...look, I could go on and on, they're awesome.
Great service and proactive tax advice. They feel like a member of my executive committee! Very happy with the service.
Travis is very knowledgeable and was very clear on explanations. Good meeting!
I always learn something when talking to Travis. He occasionally learns something from me. I always end up saving money!
Detail oriented, friendly service. Very knowledgeable and willing to answer questions to help clients gain understanding.
Extremely helpful and knowledgable covering all our tax and accounting needs!
Travis was detailed, answered all my questions provided ideas for opportunities and incredibly professional
Deliberate and thorough in every meeting with their clients! I continue to look forward to many years of continued partnership.
Travis always helps us think of new ways to lower our tax liability!! Thanks
Travis and his team are awesome, well worth the money.
We always have a wonderful experience with Travis!
True professionals. I have been extremely pleased with the knowledge and professionalism, but the personal connection is what makes them unique.
Sound personal financial advice, well discussed and explained. Wonderful care and professionalism.
They do not know what they are talking about. VERY POOR service! Do not waste your time and money.
Travis was very helpful and informative.
Travis and team are in overdrive getting this done for us!
They have been lifesavers for my business
Excellent customer service and advice.
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.