*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.*
20405 TX-249 #350
Houston, Texas 77070
I cannot say enough positive things about this accounting firm. From the moment I started working with them, they have been incredibly responsive and helpful. Whenever I call, they answer immediately and not only address my questions, but also take the time to assist me with any issues I may be facing. What sets them apart is their ability to explain complex accounting concepts in a way that is easy for me to understand, even when it's over my head. I truly appreciate their dedication and commitment to thei
I highly recommend Tracy Jones and her staff. I was looking for someone thorough, and that is what you get here. I can sleep easy knowing my accounting is accurate. I own a small business so I wanted a firm up to date on current laws but also someone who I could relate to and talk to that spoke in layman's terms and didn't speak down to me. I feel very comfortable working with Jones CPA. I highly recommend this firm for personal and business tax returns and bookkeeping.
I have used The Jones CPA Group both personally and professionally for many years. I own a construction company that has grown substantially over the years - and they have assisted us seamlessly along the way. I use them for monthly bookkeeping services, sales tax filings, annual tax returns, annual franchise tax filing, renditions, etc. In addition, we have a rather complex personal return each year that I trust them to tackle. Susan has been over my accounts the past several years and I cannot say enough
The Jones CPA Group is an excellent tax firm. The staff is highly knowledgeable and responsive. Susan and Laura provide invaluable assistance in maintaining our company's tax compliance, offering prompt and professional service. They provide clear explanations and guidance, ensuring our company's tax readiness for the season. We are fortunate to have them as part of our team.
Highly recommend! Tracy and her team are knowledgeable, professional and a pleasure to work with. We have always handled accounting in-house but the retirement of our CFO prompted us to explore outsourcing options. In just a few months Jones CPA Group assumed all accounting functions, upgrading our processes and work flows along the way. They have become an integral part of our team - we'd be lost without them!
The Jones CPA Group staff has proven to me that hard work and determination have helped to keep me on the right track financially. They have remained constant in their ability to advise me and recommend ways that I can be more successful in my record keeping as well. I highly recommend !
I have had a great experience working with Tracy and her staff. They have taught us so much and understand the importance of tax care throughout the year. She is always available and I feel comfort asking questions until I understand. We?ve loved our experience so much that we have referred her to many other business in our network. You will not be disappointed working with Tracy Jones and her team.
It is an absolute pleasure working with Jones CPA Group LLC. For both business and personal accounting/tax needs, they provide first class services with great personal care and attention to detail. The range of expertise at Jones CPA Group is incredible and they go above and beyond to provide positive support and the necessary tools to maintain clean, orderly files that make daily bookkeeping and tax filing a breeze.
Jones CPA Group is a team of very knowledgeable and resourceful individuals. They always go above and beyond to make my needs a priority with prompt attention to my questions. And above all, they are nice folks. That means a lot, too.
I can highly recommend Jones CPA group for both business and personal taxes. The team at Jones CPA is responsive and extremely thorough, which is exactly the kind of support you want when dealing with the stress of tax time. Having dealt with the woes of TurboTax and H&R Block, I won't be going anywhere but Jones CPA Group to have my business and personal taxes taken care of.
Tracy and her team are amazing. They are professional and extremely knowledgeable offering a one stop shop for our tax needs. She is constantly learning keeping abreast of the latest tax laws and procedures. Tracy incorporates current technology to manage her business while offering access to this technology to her clients. She has a very strong team of accountants that work collectively to solve our problems and keep us on track. I highly recommend her for all your business and personal accounting ne
Tracy and her team have been nothing short of a blessing. After using 2 CPAs prior to Tracy for my business and personal needs, she was a breath of fresh air to work with. She is extremely knowledgeable, professional, and VERY responsive. I highly recommend Tracy Jones and her team for all your accounting needs.
Tracy and her associates have offered professional and prompt service. Tracy herself has often gone above and beyond and has even been very prompt to answer one-off questions from me from time to time. I recently started a new company and had a lot of questions that she was able to answer without skipping a beat. She was even able to offer an inexpensive suggestion for payroll that made my life a lot easier. In addition to the suggestion, she also helped me to set it up. I appreciate her services and recomm
My wonderful accountant of over 20 years retired. She personally recommended Tracy Jones CPA and I cannot be happier. The transition was extremely smooth and Tracy and team have treated me like I have been there a long time as well. As questions arise over the year, they are very responsive with help. I drive from Katy for their services. Thank you for all you do.
Tracy is the most personable CPA I've worked with and extremely accurate. Very easy to communicate with and reasonable in price. The turn-around was incredibly quick. Her final reports and documentation are very informative. Thanks Tracy for another great experience with our tax returns this year.
Tracy is the utmost professional who I highly recommend! She has been knowledgeable, sincere and most of all patient during all meetings, phone calls and missed appointments. You won?t regret hiring her for your tax and financial planning needs.
Tracy came highly recommended from another colleague. She did an incredible job working with me within a very limited amount of time to ensure all of my tax needs were met and the best possible decisions were made. I will continue to be a client for years to come. Highly recommend.
I have been using Tracy for over five years now for both our business and personal taxes and bookkeeping, and she and Christy are great. They are super responsive, on time, and most importantly knowledgeable and accurate. I highly recommend them.
I have been working with Tracy for 3 years for my personal and business taxes. She is a pleasure to work with! She is a true professional, very knowledgeable, patient, timely and works with integrity. I recommend her and her team to anyone needing help with tax preparation for personal or business.
Tracy Jones is extremely knowledgeable, helpful, and thorough CPA. We have used her services for many years. She is dependable, patient, and always available to assist us. I highly recommend her firm for small businesses and non-profits.
Wow, wow, wow! As a first year business owner, I am thanking my lucky stars to have found Tracy and her team. They have a level of professionalism and attention to detail that is incomparable. I am so grateful for their hard work, diligence, accuracy, and timeliness in every task-- from filing taxes to replying to quick email questions. Thank you!
My small business originally discovered Tracy through the QuickBooks Online accountant listings. We chose to work with her, because she had the most certifications on their platform and a sterling reputation. That was about 5 years ago, and we couldn't be happier. In fact, I even retain her services for my personal tax accounting these days. She works tirelessly whenever there is an accounting issue that needs to be sorted out, and she runs tax season like a Swiss watch. You won't be disappointed.
We switched to Jones group a few years ago on our taxes and book keeping services. They are a tremendous amount of help, and for a busy business owner.
Tracy and her team are like part of our office. They help keep us so organized and out of trouble at tax time. This is truly one of the best decisions I've made as a small business owner.
I've been doing bookkeeping for nearly 20 years. Tracy Jones and her staff are by far the most competent and knowledgeable CPA's I've worked with. If I run into any problems or have questions they are quick to respond or research if necessary. They are not the cheapest, but they are worth every penny and they are my first choice of referral for any person or business looking for an CPA/Tax Accountant
After working with several CPA's over the years I finally found the best of the best! Tracy Jones CPA is by far the easiest and most professional CPA firm I have dealt with. If your're like me and find it easy to get side tracked and let things fall to the wayside this is a CPA firm who will keep your taxes and all that entails on track and on time. They go out of their way to find the best possible option for your particular needs. I cannot say enough good things bout them. Thank you Tracy for all your h
Tracy Jones is extremely professional and efficient! I appreciate the excellent work she does for me on a personal basis and have referred many of my friends and clients to her.
Over the course of my career, we?ve had a few CPAs but Tracy is hands down, far and away, the best! Beyond the numbers, she looks at the big picture. Highly recommend for any small business owner.
I am pleased to have an opportunity to publicly recommend Jones CPA Group. I handle the bookkeeping for my husband's dental practice and work intimately with Susan Warkentin and Gisela Da Silva Marquez to manage our accounting/tax needs. They are smart, quick to respond, and help me to do a better job of managing the finances of the practice. They are honest, well-informed, and I feel confident that our accounting practices are above board. I sleep well at night knowing they are watching out for us!
Tracy Jones, CPA and her staff at Tracy Jones CPA, LLC are seasoned professionals who conduct every aspect of their business with the utmost integrity. They are professional, knowledgable, and caring. I have been a business client for over five years and have peace of mind knowing that my taxes are in their capable hands.
Wonderfully professional and easy to work with, Jones CPA has saved me thousands of dollars and helped me streamline my business. Thank you!!!!
Tracy and her staff have been handling my personal tax return for 2 years now and I?m very satisfied with their prompt responses and professional attitude! They have made filing my return easy! I?ll definitely keep using this firm!!
Tracy invited me to a Zoom meeting on a Monday afternoon to discuss our taxes. I waited about 5 minutes on an empty call then decided to email her to let her know I was on the call waiting for her to join. She responded by telling me that she was with another client who was her "first priority" and wanted to reschedule our meeting for another time. I am a busy woman (mom and business owner) and don't like dealing with flaky people. 3 Stars instead of 1 because she was apologetic about the situation.
Tracy has been preparing our non-profit's 990 and compilation for 3 (or more?) years now. She is meticulous in her work and amazingly patient with us.
Great professional and friendly accounting service and consulting. very satisfied with Tracy and her team.
Tracy and her team have been great. Very professional. They are helping us to anticipate our next steps well in advance. I really appreciate that.
I have been a client for several years and have received excellent service. I am very happy particularly because Tracy and her staff are organized and responsive. I highly recommend Tracy Jones, CPA.
I have worked with Tracy for the past 3 years, so happy I found her company. Any time i have a question or issue she is right there to help. Very knowledgeable with Quickbooks
Everything you would want from a CPA firm. Detail oriented, responsive, and knowledgeable. If your bookkeeping and taxes are a chore or you just want an extra set of eyes her group does it all. Love doing business with professional and likeable people. Also doing business with a local business owner is best for our economy.
Tracy provides great services, with quick, accurate, efficient results. I recommend Tracy and her firm to anyone or business in need of accounting or CPA services.
Tracy has always been there to assist with questions in a very responsive and professional manner. Her team does a great job for me.
I have been utilizing Tracy and her team for past several years as my CPA and tax consultant. She and her team have always been extremely helpful and responsive to my questions and concerns.
Tracy and her staff are wonderful to work with! Prompt, helpful, dependable, friendly. I have nothing but good things to say about them!
Tracy and her team are always there to help and do a great job. Her team is knowledgeable and dependable.
Tracy and her team are meticulous in their attention to the important details of tax preparation. We appreciate her guidance and her efficiency.
I have used Tracy Jones CPA LLC Services for years for both my business and personal taxes and have always found them to be excellent! Thanks! Charles K. Peurifoy
Tracy is the best. She always takes the time to go the extra mile and is always there when we need her, I can't imagine having to use anyone else.
Love that Tracy and her staff took us on and were able to fit us in her schedule very easily and she helped us get on track with our business taxes right away.
Tracy and Susan have been an integral part of the success of my small business. I have a much deeper understanding of the accounting process thanks to their expertise.
Tracy is awesome. She always answers my questions and guides me well. I highly recommend her!
Tracy Jones CPA, LLC are knowledgeable, prompt, professional and friendly. We highly recommend them for all your accounting needs.
I have used Tracy Jones, CPA for a couple of years now. Staff is professional, friendly and prompt. Always willing to answer questions and offer suggestions.
Just started using Christy & Tracy this year after my CPA of 20 yrs retired. I was nervous and out of my comfort zone having to use a new CPA. They have made this transition very easy on myself.
Excellent working with the team at Tracy Jones CPA, LLC. They made the whole process easy. I look forward to working with them again soon. Thanks!
Great service! This summer Tracy made every effort possible to obtain retroactive tax returns due to Harvey disaster. Thanks Tracy!!
I have truly enjoyed our association with Tracy and her associates. I am lucky to have her professional advice and consultation.
Great service . They have a nice client portal that makes it easy to upload documents if you have a scanner. With their advice we always get back a little and don?t pay in too much. Nice people.
We have had great support from Tracy Jones and her office with our non-profit private school. Very friendly and helpful!
Mrs. Jones is exceptionally well skilled. Her service is punctual, efficient and accurate. I recommend her highly!
Tracy Jones provides a reliable and trusted service to our business. I thoroughly recommend.
Helpful and professional for my small business and personal tax prep and return for several years. Thank you!!
Tracy is great! She knows her stuff and she is always helpful and pleasant!
Tracy Jones is very knowledgeable and takes the time to understand your personal situation in order to help you figure out what is the best strategy for you.
Tracy is fantastic! She has been extremely helpful to our business.
We felt comfortable immediately. We love the prompt and personalized assistance for our taxes after Hurricane Harvey.
Timely, accurate and friendly. Tracy and her team are a big asset to our company.
They are so profesional. They give you an amazing feedback about the things you can improve for make better your finances. They answer all your questions fast.
Great working with your firm. My wife and I are busy folks and appreciate the kind help your firm provides to keep things moving along.
Tracy is very responsive to my questions and timely in preparation of our tax return.
Thank you Tracy Jones and company! You guys have really stepped up to the plate for my family and business and I truly appreciate it!
Been using Tracy for years and like doing business with her and her team.
Very efficient firm. Very enjoyable to deal with. Can?t go wrong using Tracy!!
Tracy and her team are about quality over quantity. Excellent service.
Great team! Always very responsive to us, and their work is top notch!!
Very good experience, available to answer questions and handled my case professionally in all aspects.
Always great service and they always have the answers. Super happy to have them helping out with our accounting needs!
Great people. Had a wonderful experience working with them. Strongly recommended
Great work by a smart, talented staff that communicates well and keeps us moving on track and on time.
Best CPA ever! Responsive, knowledgeable and expert help. Highly recommend.
Great company who offers solid and professional work! Highly Recommended!
I think I am going to look for another CPA, I called needed help as a new client, not very responsive. I visited the office, no follow up on my visit. Will not use this service.
Very knowledgeable on the field and amazing customer service. Thank you for your amazing service!
Very knowledgeable and have helped me with personal and business taxes.
Outstanding service, outstanding follow through and patience when it comes to customer service! Highly recommend!
Very informative,and they do a great job with small businesses.
Professional service at a fair price, quick response to any question.
A friendly, efficient office. Our accountant is outstanding!
Bad service and bad results. I do not recommend this company!
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.