*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.*
19747 US-59
Humble, Texas 77338
I called Jimerson Tax and Accounting firm desperately needing assistance with my taxes. I met with Sheryl and she calmed my anxiousness. She was knowledgeable and professional. Most of all, she and her team cared. Sheryl, along with Vanessa, the client services manager, followed up with me throughout the process to make it seamless. Therefore, I highly recommend this team for your tax accounting needs.
Jimerson Tax and Accounting offers stellar service for people living in the US or for American Ex-Pats living overseas. The team at Jimerson is practical! They realize Ex-Pats live complicated lives that can be complicated to untangled to be compliant. They always treat the client with respect and understanding, but are also demanding when better documentation is necessary. Jimerson is a great firm with great people.
we reached out to Sheryl during this most recent tax season seeking assistance with our extension. turns out that we were able to tackle our taxes on our own. however, Sheryl did guide us through certain aspects of our situation, despite our going a different direction with our filing. she even refunded a portion of our money, which we were totally fine with her office keeping for their time and trouble!! we are definitely planning to use Jimerson Tax & Accounting to sort out our future returns based on
Owning a small business and filing taxes is an important issue and one I am not qualified, experienced or have the time for. I found Jimerson Tax and met with Sheryl. Sheryl was very professional highly experienced and explained how she could assist in my situation. After submitting my personal and business tax info she took immediate action and working closely with me completed the taxes and filing in a very efficient time frame, and because of her experience with small business was able to reduce my tax
Everyone who reads reviews is searching for quality, trust, professionalism and more. Sheryl far exceeded these qualities you want in an accountant. She was very communicative and thorough with my slightly complicated tax return. As long as Im here in Houston, she will be taking care of my tax needs going forward. If your reading this, Sheryl is the accountant you have been looking for!
I was in a bad situation do a previous preparer but Sheryl took on the challenge right away. I still have some work to do to get where I need to be but I feel more comfortable dealing with Sheryl for the past few weeks than I have in 2 years with previous person. I will be sticking with Sheryl Jimerson from now on & will refer to friends and family. Thanks again, Happy client
Sheryl was so fantastic to work with! I highly recommend her to anyone looking for 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.
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.