*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.*
11803 Oliver Cemetery Rd
Austin, Texas 78736
I originally hired Marlene for a second opinion on a 1031 exchange. She is knowledgeable, professional, and offers a common sense approach to tax matters. I don't live or do business in Texas, but it's been easy to work virtually with Marlene and she has taken the initiative to research tax laws in the states in which our LLC needs to file.
It took me a long time to find a new CPA after my previous one passed away. Yes, I am particular when it comes to things like this. I initially found Marlene when I saw her tax article in the Dripping Springs Outlook magazine in Spring 2018. My gut told me to tear out that article and then I held on to it. It wasn't until almost 8 months later that I actually made the call to Marlene. That initial phone conversation set such an easy going, comfy feeling about finding someone new whom I could trust with
Marlene and Patricia have built a very different sort of CPA firm. They are dedicated to the success of their target clients and structure long-term, mutually beneficial relationships with them. All of us at Renew Group are grateful to have been able to work with the firm and we strongly recommend them if you're looking for a year-round, advisory-led relationship.
Marlene makes doing taxes painless, which for me is saying a LOT! She presents things in a way that is easily understood, she listens and has wonderful advice. Marlene has vast knowledge of all aspects of bookkeeping as well as taxes so she is able to really make sure I got everything right and saved me $money!$. I highly recommend her!
Marlene is responsive, personable and takes a sincere interest in helping business owners make good decisions. Not only is Marlene an expert in all areas of finance and accounting, she's also a great adviser on business operations.
MARLENE VAN SICKLE, CPA, PLLC has taken care of my personal and business accounting for several years now. She is exceptionally thorough, accessible, and provides solid business advice on what to do, and not do for your best interests. I have nothing but praise and thanks for the support she has provided through good and rough times. She listens intently and cares genuinely about the success and well being to me professionally as her client. If you are looking for a CPA, look no further.
Marlene is professional, yet easy to work with. She's an expert and provides excellent advice. She explains her thinking and keeps you well informed. I'm very happy with her services
Marlene helped me with previous year taxes in the most professional way. She was very patient with me during the process. She answered all of my questions and I do recommend her to anyone that needs tax help.
Marlene has helped me with my business and personal taxes! She has been very diligent and has helped me navigate the complexities of the tax world. I highly recommend her for your taxes!
Marlene was a great classmate, colleague and friend. I highly recommend her tax and advisory services!
I've had such an easy time running my business with Marlene involved in my finances and paperwork!
Marlene & her team are knowledgable, thorough, and always willing to help. I highly recommend them!
Don't know what we'd do without her! She is sharp as a tack, has her head on straight, and gets things done.
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.