*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.*
4615 Southwest Fwy
Houston, Texas 77027
My family has been going to Jaime for several years. She always handles our account/s with professionalism and honesty. There was so many variables for my taxes this year - we were glad to have someone who knows EXACTLY what they are doing. Our family feels secure with her handling our taxes. Thank you so much for your service!!! Highly highly highly recommend ??
I've been a client to Jaime for many years, and this year, as always, Jaime and Cinthya have provided me with excellent service. They go out and beyond to help me maximize my Tax Return. Thank you to both of them!
Jaime Humphrey was very professional and worked quickly. She explained everything clearly and answered all of our questions thoroughly. 10/10
Not only did Jamie Humphrey file my tax returns promptly, she is efficient and helpful. Thank you Jamie.
First time utilizing this CPA. Impressed after our first meeting. Professional yet made us feel it was a personal encounter.
Jamie was able to get my taxes done quickly. She was helpful with the questions I had about the finances for my business. I definitely will be using her from now on.
Jaime Humphrey was Extremely helpful and got the work done professionally and quickly. The level of service I received was amazing. Jaime and her staff have always been very informative and extremely helpful we strongly recommend her.
Jaime is a very honest and hard working CPA.We have been doing our taxes and bookkeeping for many years. We appreciate the services that she provides for us. Thank you to her and her employees.
Ms. Humphrey and her team handle both my personal and business accounts and more than pleased. She and her team were very knowledgeable and able to explain everything I needed to know. I was so pleased with their work and professionalism, I referred my entire family.
This firm has a great CPA team with IRS experience. They are very friendly too.
Quick, responsive and knowledgeable
Quick and efficient service.
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.