*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.*
5620 Old Bullard Rd #112
Tyler, Texas 75703
Overall Superb Experience! I engaged Jacob George for my tax services this year and had an overall superb experience! This was my first time using Jacob and he is very thorough, organized, and results oriented. Previously, I had processed my own taxes, but these became more complicated a couple years ago when I retired, but I had continued to do oil and gas contracting work which added to my financial complexity. This year, I decided to utilize the services of Jacob George for my 2024 taxes. This proces
We have used Jacob as our CPA for about 3 yrs now with confidence. We recently had a few life changing events and wanted to sit down and get Jacob?s opinion. He was very helpful, professional, knowledgeable and made us feel comfortable going forward with our plans. He seems to stays up to date with new tax laws which is very important to us. I would definitely recommend him to help you with any tax needs you might have.
Jacob George as been a great asset to myself and my company. He is very knowledgeable and professional. He is quick to get back to us with any questions and has saved us a ton of money on our taxes. Would recommend him to anyone!
Jacob was extremely helpful, taking the time to sit down with me and my wife to get to know us. He walked through the process with us, asking detailed questions and answering our questions when we had them. He was able to navigate our personal tax return as well as give advice on my small business. Having used the big name firms to handle our taxes in the past, we much prefer the personalized interaction and attention to detail we get with Jacob.
Jacob George was recommended to me by a good friend because I was put out by my previous CPA and the "push em through" mind set I felt like I was getting. Jacob answers any questions I have in a timely manner and has done so since day one. Jacob has always let me know of any new tax laws or breaks, so I am able to get the most out of my tax return. I highly recommend Jacob George and his team for any of your tax service needs.
Jacob has done my personal and business taxes for years. He's knowledgeable, easy to work with, charges a fraction of what others charge, and he's always available to answer any tax related questions throughout the year. I've always received a refund with Jacob! He's by far the best CPA I've ever worked with.
We absolutely love using Jacob George for our taxes! He is not only so friendly and polite but so down to earth and professional. We have been so pleased with him year after year and would highly recommend him to anyone!
Jacob is a dedicated, trustworthy, very professional CPA. I have known Jacob for a few years and use his services for my bookkeeping business and I always recommend him to new clients. His pricing is right and my clients love him.
Jacob is without a doubt the best CPA I?ve ever worked with, articulate, detailed and meticulous. Anyone who has had the good fortune to have met Jacob will be better off for it. I very highly recommend Jacob George.
As a small business owner, I am faced with difficult decision making that affects my profit and loss and could be costly at the end of the year. HOWEVER, I am fortunate not to have to worry or stress over such issues because Jacob is very knowledgeable. As with all his clients, he keeps my business running smoothly and profitable. I have tried several other accounting firms and been unhappy with their service/product delivery and plan to keep my business with Jacob George, CPA, PC.
Jacob helped my wife and I get our LLC for our business KTX Window Cleaning. He was very thorough and had it done in a matter of a couple of days. He saved us so much money vs using Legal Zoom (which adds a lot of extra stuff a small business like us needs). He was a pleasure to work with and I would recommend him to all of my friends! Thanks Jacob!
Jacob George has been doing my taxes for nearly a decade, and I completely trust him. He lets me know what to expect ahead of time, and I can call and get answers whenever I have questions. I absolutely recommend him.
I was introduced to Jacob from a mutual friend and Jacob has now been doing my business/personal taxes for 4 years now. Jacob is very knowledgeable of the tax codes, accessible,, and punctual!!! My experience has been very positive and I strongly recommend Jacob should you be in the market for an experinced CPA.
I switched CPAs for personal and small business matters and selected Jacob George because of the online reviews. I then asked around with "real people" and everyone confirmed that he is great at what he does. Now I'm making an online review because if you're like me, you're looking for a CPA you can trust. Jacob George has an excellent understanding of accounting principles, and deep knowledge of the tax situations (my industry is slightly different from the norm) has made all the difference. Of course, i
What great, affordable, professional and fast service! We got the dreaded IRS letter and didn't know what to do. We contacted Jacob via his website. He called us the same morning, set up an appointment, told us what to bring to his office and took care of the whole thing. What a great experience--I have never said that about a CPA before, but we are so impressed and we highly recommend Jacob George, CPA.
Jacob George and his staff are professional & have excellent customer service. He truly cares about his clients and takes their best interests to heart. My husband and I highly recommend Jacob George!
Best tax experience ever!! Jacob delivered as promised and followed up with detailed information during this process and after. I recommend Jacob if you are needing taxes or any other CPA required work. Keep up the good work Jacob. Thank you
Jacob provided me the most creative solution for my specific situation among many professionals I consulted. I was impressed by his diligence, and attention to detail with a sense of urgency. In summary, he provides exceptional value for his services!
I have used Jacob George for the past 3 years since I moved hear and he is very professional and knowledgeable. Dealing with the IRS you want to make sure the person you are using knows their stuff and I feel Jacob certainly does.
Jacob is always quick to respond and help with any questions I may have. I use him for my personal and business taxes and highly recommend his services. Great to work with!
Fantastic accountant and advisor. He is courteous and thorough. Charges reasonable and fair prices. Highly recommended for all kinds of businesses, including independent petroleum landmen and legal offices. He helped me with my business accounting with payroll and filing scheduled taxes, as well as my own personal taxes.
I highly recommend Mr. George! He is very professional and is always available when you have questions about your taxes. I cannot say enough about how great he along with his staff have been with us. I will definitely tell my friends! Thanks Jacob George
Jacob George is simply the best! He's super conscientious, helpful, and prompt. I'm proud to say that he's been my CPA for both of the businesses that I own. I wouldn't think of using anyone else!
Jacob George actually sat down and asked me questions and offered ideas. Not just on taxes and accounting but on my business in general. In 28 years of business I don't think I have ever felt like an accountant cared about anything but the P&L statement until I met Jacob. No question too big or small, Jacob answered them all. Can add another star for your lovely assistant Joy too?
Jacob George is a fantastic CPA and an amazing person! He always has your best interest at heart! I wouldn't have anyone else handle things for us! He's the best!
Highly recommend !!! He is very helpful and down to earth. He did an amazing job in regards to my husband's business. We are so thankful. I would definitely consider a consultation with him if you are looking for a trustworthy CPA.
Jacob has been great at assisting me with my business. Explains things to me in a way that a novice can understand. I would refer him to anyone looking for someone they can trust.
We were looking for a good CPA for our Business and Personal. After moving to the area, we were recommended to Jacob George. Super professional, kind and patient. If you are looking for someone you can trust, choose Jacob George.
We switched CPAs and selected Jacob George because of the online reviews. Jacob George always answers our questions related to personal and small business accounting. He does a great job.
I've been with Jacobs firm for around 9 years....If i could give him 6 stars i would. Thorough, Fast, accurate, knowledgeable, amazing price point Always aware of any changes in tax laws!! ! ALWAYS EXCEEDS my expectations. Couldn't imagine using any one else.
Jacob helped us get a head start on our 2020 taxes after the sell of home. He made sure we knew what we can do this year to prepare for next years taxes. Thank you Jacob.
Excellent CPA in Tyler for business owners. Very knowledgeable and punctual.
Jacob is very knowledgeable and professional. He has taken care of my business and personal taxes for years and has done a fantastic job.
Awesome service for a great price. Definitely a CPA firm that makes sure that you are taken care of and in good hands. The firm has quick responses on all of your questions and handles everything from bookkeeping to tax returns. Trust is not something that you can write about, it's something that is earned. Go get theirs!
Jacob is always very helpful and easy to work with! Running a small business is sometimes chaotic and I forget things, but he always keeps me on track with my deadlines.
Jacob helped me start my business and sort out all the tax paperwork. He was very helpful and easy going. I'd definitely recommend him for your start-up.
I have been very pleased with the way Jacob has handled my taxes since moving to Tyler in 2014. I was referred to him and I would gladly refer him to anyone looking for a good CPA
I recommend Jacob to all of my family and friends. Jacob is thorough and delivers on his expectations. He answers all of my questions and provides great insight.
A good place to learn about the taxation of stock transactions, inventory costing, and other subjects of related matter. I enjoy talking shop with this guy because he is always learning and keeping abreast of new and exciting information.
We cannot recommend Jacob enough. Extremely professional, very knowledgeable and always quick to respond. Use Jacob with confidence!
Jacob takes care of my accounting needs every year with the highest level of expertise and personal care. Would recommend to anyone!
As a first time business owner, I have found Jacobs expertise to be invaluable, and his integrity beyond reproach. I highly recommend him.
Mr. George is an expert on personal and small business taxes. He has saved my small business an untold amount of money based on his thorough understanding of existing and new tax law.
I called George's office expecting to get a secretary and no definite answer about what it would cost to get help with my taxes and exactly what George could help me with... instead I got the man himself and quick, clear, confident answers to my questions. I was impressed!
Jacob George is an excellent accountant. He is patient, knowledgeable, and offers quick service.
Mr. George was able to find a solution for all my personal and business needs. Very professional and knowledgeable throughout the process, and he is very prompt in replying to any questions that arise.
Having done business with the firm for the last 6 years, I can fully recommend the George firm's professional yet personal manner, and I am very appreciative of the way that Mr. George conducts his business.
Very high quality tax assessment and is fast. I was impressed with the service I received on my tax services and highly recommend Jacob George, CPA, PC.
Jacob is very professional and was able to quickly and efficiently answer all of my questions. Definitely reccomend!
I wish I would have met Jacob years before I did. It would have saved me quite a bit of money.
I have used Jacob for several years and I highly recommend.
Best money I have ever spent. Very informed and professional. And they are good folks!
Great service with a quick turnaround. Friendly and courteous staff. Highly recommend!
always very good work! This office treats there client like Family
Have used Jacob for years and would never use anyone else!
Very friendly and works hard to meet his customers needs.
Best CPA on earth. Saved me thousands!!!!
These guys really look out for you. Thanks for all the help
Definitely will be back next year
would not even return email
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.