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Mark Wood CPA

Mark Wood CPA

Reviews Summary

The consensus is overwhelmingly positive, with most reviewers praising Mark's professionalism, expertise, and personalized service. Many highlight his thoroughness, patience, and ability to handle complex tax situations. Long-term clients appreciate his reliability and dedication, often mentioning decades of trust. A few negative reviews cite unresponsiveness or refusal of service, but these are rare exceptions. The majority strongly recommend him, valuing his clear explanations, accessibility, and genuine care for clients' financial well-being.

About This Listing

Bookkeeping
Accounting
Audit
Assurance
Business Consulting
Financial Statements
Payroll
CFO Services
Tax Preparation
Tax Planning
IRS Representation
Budgeting
Forecasting
Financial Advisory
Estate and Trust Tax
Small Businesses
Individual Taxpayers
QuickBooks
Internal Controls

Who Can Work with a CPA?

Individuals seeking tax prep, retirement planning, or financial advice
Small business owners needing bookkeeping, payroll, or tax compliance
Freelancers and contractors with 1099 income or complex returns
Couples planning finances together or managing joint returns
Investors with capital gains or rental property income
Anyone looking for year-round financial guidance and peace of mind

*Note: CPAs may specialize in different areas. Be sure to check credentials and service offerings.*

First-Time Clients

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.

What to Know Upfront:

Documentation Bring your most recent tax returns, income details, and any financial concerns
Availability Appointments fill up quickly during tax season — book early if possible

*Note: Every CPA operates a bit differently. Don’t hesitate to ask questions before committing.*

What to Bring

Government-issued ID for verification
Tax documents (W-2s, 1099s, investment summaries, etc.)
Receipts or logs for deductible expenses, donations, or mileage

*Tip: Organize your documents in advance to save time and ensure accuracy.*

Preparing for Your Appointment

Write down any financial goals or questions in advance
Check if your CPA offers virtual sessions or document uploads
Bring a notebook or use a notes app for key takeaways
Know your deadlines for filing, payments, or compliance

*Note: Preparation helps you make the most of your CPA’s expertise.*

How to Get Started

Use our directory to find highly reviewed CPAs near you. Reach out directly to schedule your consultation.

Other Helpful Info

Many CPAs offer both in-person and remote consultations
Fees may be flat-rate, hourly, or based on service complexity
Some CPAs specialize in industries like healthcare, real estate, or tech
Check for client reviews and credentials (CPA license, EA, etc.)

*Note: Every CPA is different — take time to find one who fits your goals and style.*

Features

Bookkeeping
Accounting
Audit
Assurance
Business Consulting
Financial Statements
Payroll
CFO Services
Tax Preparation
Tax Planning
IRS Representation
Budgeting
Forecasting
Financial Advisory
Estate and Trust Tax
Small Businesses
Individual Taxpayers
QuickBooks
Internal Controls

Contact Information

Address

1600 NE Interstate 410 Loop #100

San Antonio, Texas 78209

Visit Website Call Now Get Directions

Hours

Sunday Closed
Monday 8:30AM-5:30PM
Tuesday 8:30AM-5:30PM
Wednesday 8:30AM-5:30PM
Thursday 8:30AM-5:30PM
Friday 8:30AM-5:30PM
Saturday 8:30AM-5:30PM

Customer Reviews

Mark clearly deserves five stars. I have used CPAs for most of my life for my tax returns. He is as thorough as my dad used to be when I was younger. Dad was an accountant. Thank you Mark for everything. Phillip.

I've known Mark for over 15 years. He used to go to my mother's house to get the information to prepare her tax return. My mother was disabled and had a hard time getting around. That was impressive to me. Mark has prepared my personal and business tax returns for several years. He is meticulous and conservative. He is very responsive to any questions I have whether it's tax time or any other time. I don't know much about completing taxes and Mark is always very patient when I don't understand someth

Mark has done a thorough and careful job on our tax return. I've really appreciated the time he takes to patiently answer and ask questions, explain tax concepts to us and generally provide personal service. Mark is not only highly skilled and experienced, but demonstrates genuine care for his clients' interests. Highly recommended.

I've known Mark for a long time, and have been using his services for at least the past 15 years, the last 10 of which I've lived in a different part of the state! He's very professional, very thorough, and very knowledgeable. I don't know how many referrals I've sent out that have actually contacted him, but I alway suggest Mark when people ask me about filing my taxes. Great guy, does great work - will use him until he retires!

Mark Wood has provided excellent tax advice and counsel to my wife and I for over 10 years. We trust his opinion. Having grown up with an accountant father, I truly appreciate the attention he provides when he does our taxes, as well as, the hours he spends during tax season taking care of all his clients. Couldn't ask for a better person He is not only our accountant but our friend.

Made this year's tax season a pleasure. Helped me navigate a relatively complicated return. Mark always gave me the sense that my personal return was a top priority for him. Every time I've spoken with him, I've been impressed with how he seems to know everything about my finances off the top of his head. Clearly cares about his clients.

Mark Wood has performed all our accounting and tax services since 2004. He is reliable and goes the extra mile to help us. I am very grateful for him and the work he does for Personal Care Management!

Mark has guided me through what I consider complicated tax returns over the last 8 years. His professionalism and ability to explain tax issues and future tax planning has been exceptional.

Mark Wood has been top notch. He?s been doing my personal and corporate taxes for several years, and he?s very efficient and affordable. So, if you?re looking for a good CPA, Mark Wood would be a proven choice, and thus, I?d recommend him.

Mark has done a great job for me and my company. I was switching CPA's in the middle of the year so ended up dumping a ton of information and paperwork on him right at our first meeting and he worked his way through it all quickly and professionally.

We have worked together for over 20 years and I have trusted and relied upon Mark and his staff for all of my tax filing and issues. I will continue to work with him until he retires.

Mark was really good with helping me with my taxes, i was behind a few years and he helped me get caught up real quick. Thank you mark! And kudos to you and your amazing secretary

Mark has always super helpful in answering my questions and getting my return done as quickly as possible. He's knowledgeable, easy to reach and I know he's going to do everything he can to get me as much as possible on my return.

Mark has been assisting me with my tax returns for almost 10 years. A trusted professional who answers the call.

Not taking new customers he says. Then my secretary calls the next day and he wants to meet. Totally unacceptable.

Not helpful or insightful. Just a waste of absolute time even contacting this guy.

Frequently Asked Questions

What qualifications should I look for in 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.

How do I find a CPA in my area?

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.

What’s the difference between a CPA and an accountant?

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.

How do I know if a CPA specializes in my needs?

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.

Should I check a CPA’s reviews before hiring?

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.

How can I verify a CPA’s license?

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.

What questions should I ask during a CPA consultation?

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.

How much should I expect to pay for a CPA’s services?

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.

Can I work with a CPA remotely?

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.

How do I assess a CPA’s communication skills?

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.

What red flags should I watch for when screening a CPA?

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.

Should I choose a CPA from a large firm or a solo practitioner?

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.

How often should I meet with my CPA?

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.

Can a CPA help with both personal and business finances?

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.

What should I do if I’m not satisfied with my CPA?

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.

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