*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.*
3604 Golden Triangle Blvd #432
Keller, Texas 76244
Does get tax forms out on time for clients?? The law states W2s must be received by January 31st from the following tax year. Postmarked 2-1-18 and received 2-3-18. Also..thanks for screwing up my taxes from the previous employer. You are lucky I did not sue.
Absolutely terrible experience and A horrible company to go to. GO SOMEWHERE ELSE. They don?t answer emails or call back. You will end up doing things yourself. The information we were told we would get back was false as we were blindsided by different amounts even though we gave them literally months to fix our tax situation. We provided all back up Information and it wasn?t even looked at or read through. They even missed that we had insurance through the year and even sent us someone else?s letter whic
I have used Michele Beck CPA for over 15 years and I love how quick and efficient she is. They answer all my questions and have gotten to know me as a person, not just a client. I highly recommend if you need an accountant.
We have used Michelle Back for over 10 years. She and the assistants there are so nice and thorough. I highly recommend them for all tax needs.
Had Ms. Beck do our taxes this year after years struggling with on-line databases. She handled our case efficiently and we are pleased with the outcome. We will be returning next year. Very professional and her office staff was great.
We?ve been clients of Michele?s for 4 years now. Sherri, her bookkeeper, has been very helpful and knowledgeable. We appreciate all Michele and her staff have done for our business and personal taxes. They are a busy office but they still make you feel appreciated as a client.
If you'd like to end up doing everything yourself, go here. Getting a return phone call or email was like pulling teeth. Then when I did actually reached someone, they didn't seem to know what was going on with my account. And when I finally got a person who could find my documents, and who seemed like they might know what to do next, they didn't take the importance of timing and accuracy seriously. Literally laughed at the dire nature of the situation. Fortunately, I learned early on that Michele Beck's of
I have been using Michele Beck CPA services from the start of my small business 8 years ago. Her team has provided excellent accounting and tax service for both my business, and personal income tax needs. Thank you, Jeffrey L.
Michele and her front office staff are always so welcoming when I walk in the office. They take care of my accounting needs so I can focus on living the dream!
I appreciate the folks at Beck & Ibarra so much and more importantly trust them each and every year to help me file my taxes. Highly recommend them!
These people really care about helping clients and they are very nice.
Michele has done my taxes since my first year of filing on my own and she has always been quick and efficient getting everything done and helpful with any questions along the way!
I had alot of moving parts to my taxes and Michelle was smart and efficient about covering everything. We have already made plans for 2020 season.
Had a great first meeting seems like they?re going to be a perfect fit for my growing company!
This office is the best! Fast, friendly and affordable!
Very knowledgeable and straight forward.
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.