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Millan & Co., CPAs

Millan & Co., CPAs

Reviews Summary

Overwhelmingly positive, with most reviews praising exceptional service, professionalism, and long-term satisfaction. Clients highlight responsiveness, expertise in tax and accounting, and personalized attention. A few negative experiences mention unexpected fees and communication issues, but these are rare. Many recommend the firm highly, emphasizing decades of trust and reliable guidance.

About This Listing

Bookkeeping
Audit
Business Consulting
Payroll
Tax Preparation
Tax Planning
IRS Representation
Sales Tax Compliance
Entity Structuring
Financial Advisory
Estate and Trust Tax
International Tax
High-net-worth Individuals
Expatriates
Individual Taxpayers
Non-profits
Real Estate
QuickBooks
GAAP Compliance
State-Specific Experience
Multi-state Experience
Cross-border Taxation
Local Tax Credits
Nexus Determination

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
Audit
Business Consulting
Payroll
Tax Preparation
Tax Planning
IRS Representation
Sales Tax Compliance
Entity Structuring
Financial Advisory
Estate and Trust Tax
International Tax
High-net-worth Individuals
Expatriates
Individual Taxpayers
Non-profits
Real Estate
QuickBooks
GAAP Compliance
State-Specific Experience
Multi-state Experience
Cross-border Taxation
Local Tax Credits
Nexus Determination

Contact Information

Address

812 San Antonio St l17

Austin, Texas 78701

Visit Website Call Now Get Directions

Hours

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

Customer Reviews

Millan & Company is a tremendous asset to have on your side and in your arsenal. Samantha and Kady are responsible, professional, and attentive, and always make sure our organization is taken care of. They are a joy to work with, and we cannot recommend them enough.

I have worked with Millan and Co CPAs for 10 years now, and they are top-notch! As a single executive, then as a married dual-income spouse, and now as a business owner, I've relied upon them for tax and accounting advice and always been able to fully trust and benefit from their guidance.

I?ve been using this company for accounting and bookkeeping for several years now, and I?m very happy that I?ve found them. Competent, polite, responsive, and just generally great people to work with. Shout out to Elizabeth and Ryan!

Milan & Co has always done an excellent job with my accounts. They are thorough and accurate and a great group of humans! I could not live without them!

I absolutely love Millan & Co., CPAs! I've been using them since the early 1990's, and have been happy and satisfied every year. They are excellent.

Attentive, personalized accounting services. They are a great team. I have used them for my personal and small business accounting for over 13 years and highly recommend their firm.

I live in Mass and have used this company for the past 3 years. Very professionable and always gets right back to me with any questions I may have. I recommend them for your accounting needs. Bob Cook

My company has been using Millan & Co over decades for tax advice and accurate tax filings of all types. Highly Recommend!

Nathan is an excellent tax advisor and Millan & Co. make the entire process very easy with an appropriate blend of technology and personal service.

A great group of dedicated professionals. I?ve been working with them for years, and have received nothing but excellent service.

Outstanding service. Information required easily accessed and thorough. Questions promptly answered, staff courteous. Highly recommendable.

I don?t remember how long I?ve been with Millan but I wouldn?t dream of using anyone else.

Katie Smith was so kind, patient and helpful answering my tax questions.

I have been with Millan & Co, for over 20 years (!) not going anywhere else!

I have been impressed and continue to be appreciative of the level of communication and approachability that the team at Millan & Co hold themselves to. Their professional guidance throughout the year makes for a nearly turn-key process and experience. I would highly recommend them to fellow colleagues.

I am sadly disappointed and feel blindsided by this firm. After being told it is recommended to file my taxes a certain way, I was invoiced for my taxes being more complicated and for every 1 minute email/call, charged hourly. I felt there was no care other than to say that it was more complicated, and now pay your bill. I am all for paying what services are worth but if something changes in that service that will cost more than half of what is originally understood, than it should be mentioned when you sug

Our initial consultation with Millan and Company was very helpful. They were personable, informative and they understood our needs. We used their Contract CFO services to help build our initial growth and have since used them for several other related services. Their strategic leadership has been key to our success when we needed them most.

We use their tax planning and compliance services annually, which have significantly saved us from overpaying taxes. Their service has been great.

My experience at Millan and Company has been terrific. Carlos Nazario is a superstar, and follows through on everything without me having to worry too much about it. Truly professional, and experienced... a class act!

Responsive and accountable always, easy to work with.

Their guidance in real estate and entity formation saved us a considerable amount of headache and costs that have made a valuable difference. Highly recommend.

Excellent firm! Great service and highly qualified professionals. The team has been wonderful to work with. I would highly recommend.

I called and I was advised they do not help or take clients anymore. If this is the case please remove your website from google so we don't wasite our time calling this number...

Excellent service. Thank you for your outstanding assistance.

The Best at what they do!

Great Tax compliance and bookkeeping services.

Great communication, fast turnaround

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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