*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.*
101 Southwestern Blvd Suite 130
Sugar Land, Texas 77478
Moderhak & Associates are the best! Our company has used them for over 15 years. Very friendly and professional every time that you call for service. The staff is very punctual in getting back to you with answers to your questions. Mike and his team are the best.
We have been using Moderhak & Associates, PC services for more than 15 years now. They are honest, professional and very knowledgeable. What I have always appreciated about this company is that they have a strong foundation and team. They are and always will be our go to people regarding our accounting and financial needs. A massive thank you and appreciation to the whole team of Moderhak & Associates.
My company (Automation International Ltd), my company bookkeeper and myself have been using the services of Moderhak and Associates for a few years and we could not imagine any better service from anybody else. All the staff are friendly and knowledgeable and Mike (the owner) has always been extremely responsive whenever I have contacted him personally, which has happened often.
I have had Moderhak & Associates doing my books for my two companies and personal taxes for over 10 years, The company is very professional , Great staff that goes over and beyond with any question's I have. I diffidently would rate them a top 10 small business CPA firm. Thanks Dwayne Alexander
I recently had the pleasure of working with Moderhak & Associates, PC for my accounting needs, and I couldn't be more pleased with the outstanding service I received. From start to finish, the team at Moderhak & Associates demonstrated professionalism, expertise, and a genuine commitment to client satisfaction. The communication throughout the entire process was exceptional. They were responsive to my inquiries and took the time to address all of my concerns, ensuring that I felt informed and confident in
I have been using Moderhak & Associates PC for over 10 years for my small business Sub S Corp (which they set up). They do all my quarterly filings for payroll tax as well as my annual Corporate return. I have just recently started using them for my personal return as well. Mike and his team are all very professional and trustworthy.
We at Scanlin Sign Service, Inc. have been a client of Moderhak & Associates for many years and would highly recommend them for all your tax & accounting needs! Mike, Angie, Belinda and the rest of the team are always super helpful and always available when we have questions! A top notch team!
The team at Moderhak & Associates was very efficient and professional. They communicated effectively to resolve questions quickly. They made it easy to upload tax documents and stay organized. I will definitely hire them again!!
I became a client of Moderhak & Associates in 2020. Since that time, they have done an excellent job for me and my entities. I expect that. But the thing that shocks me is I don?t get nickel and dimed. Other accounting firms I?ve dealt with seem to love nickel and diming their clients. In sum, I just can?t recommend them highly enough. They?re great!!!
As a small business owner, navigating the world of taxes and financial management can be daunting. However, Mike and his staff has made this process so much more manageable. They have been professional, diligent, knowledgeable, responsive and very organized. I am glad we hired them. I HIGHLY RECOMMEND THEM.
Mike is an exceptional accountant that is always available for questions. He keeps me constantly updated on the latest IRS changes and is not only extremely knowledgeable but also very affordable. I can't recommend him highly enough!
Mike Moderhak and his team at Moderhak & Associates are amazing. Mike is always helpful in answering any questions that arise at any time. His expertise and customer service is top tier!
I have been using Moderhak & Associates, PC for the last 10 years. Tax laws and regulations have become so complicated that I find myself overwhelmed trying to keep up with the most updated tax laws and rules every year. Moderhak & Associates and his team took over and made the tax filing each year an ease... They ask all the right questions and help me keep all proper deductions so I can be at peace when tax season comes around.
Mike and his team are top notch! I have trusted them with my taxes for years. They are responsive to questions and do great work. Highly recommend!
Mike Moderhak pays attention to details and has been a great help on many matters. I recommend Mike and his team to anyone who needs accounting advice.
I've been with Moderhak & Associates for the last 17 years, for all my business and personal taxes and filings. Awesome team; Belinda always is patient with me after I drop a mess on her :)
Moderhak and Associates has consistently been professional, knowledgeable, prompt, and helpful. I can't say enough favorable about our service. Catherine Skelton
Mike and team are the best. I have used them for years personally and for business and they are wonderful. They are super responsive.
Mike and his team have been a pleasure to work with. Highly recommend his firm for any CPA needs!
They have been doing our books for 10 years plus. Friendly, Knowledgeable and Professional service.
Great CPA Firm, Prompt, Honest, and fair rates. Would never hesitate to recommend this firm to anyone.
Have used them for many years & great people to work with.
Glad I found Moderhak & Associates. Competent and caring organization.
Totally recommended !!! Best customer service! always available!
Very thoughtful and strategic thinkers with great service and communications.
Very professional and experienced at what they do.
Very efficient and great customer service.
Great service, communication, and professionalism.
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.