*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.*
1312 Houston St Ste 3
Laredo, Texas 78040
Luna CPA exceeded my expectations with their expertise and professionalism! Albert and his team made my tax preparation process seamless and stress-free. As someone unfamiliar with U.S. tax laws, he took the time to explain everything clearly and provided invaluable guidance. I highly recommend Luna CPA to anyone looking for a reliable and knowledgeable accounting firm. Exceptional service from start to finish! Thank You Mr. Luna
LUNA CPA has been an absolute game-changer for my business and personal finances! Albert and his team are incredibly professional, thorough, and knowledgeable. They go above and beyond to ensure everything is done accurately and efficiently! I highly recommend LUNA CPA for your business and personal accounting needs.
I recently used Luna CPA for my personal income tax preparation, and I'm impressed with their expertise in international tax matters. Coming from Chile and unfamiliar with US tax laws, they made the process incredibly simple and stress-free. Their team's proficiency and guidance were invaluable, and I highly recommend their services.
Luna CPA LLC is devoted to Customer Service and Customer Satisfaction. Mr. Albert Luna focuses on an strategic approach to help maximize your business needs throughout the development and formation of your business LLC. Mr. Luna effectively communicates with customers telephonically or through social media with consistency to address any questions or concerns customers might have.
Highly recommend, I had a great experience with my tax return. Their assistance was top-notch, I will definitely be recommending them to my friends and family!
(Translated by Google) If you are like me with no knowledge of all the tax and accounting matters in the United States, your best option is the advice of Accountant Alberto Luna. I am extremely satisfied with the way he transmits his knowledge and willingness and patience to explain this information, and in turn make the best recommendation for my needs. (Original) Si eres como yo con ning?n conocimiento de toda la materia fiscal y contable en los Estados Unidos, tu mejor opci?n es la asesor?a del Contado
(Translated by Google) Super recommended! They provided me with excellent service, very professional and attentive to every detail. They advised and supported me with the tax reporting of two states and were attentive at every step of my process. They also have advice and services for small businesses and large companies. The accountant is certified and bilingual and the service can be remote (online) or in person. (Original) Super recomendado! Me brindaron un excelente servicio, muy profesional y atento a
(Translated by Google) A friend recommended me to the firm and, therefore, it has been the best decision I have made for my small business. They are very efficient with their work and there is no language barrier since they are bilingual. I would recommend anyone who needs guidance to get a consultation. (Original) Me recomend? un amigo al despacho y, por lo tanto, ha sido la mejor decisi?n que he tomado para mi peque?a empresa. Son muy eficientes con su trabajo y no hay barrera del idioma ya que son bilin
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.