*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.*
16310 Tomball Pkwy unit 403
Houston, Texas 77064
I started working with Haley last year due to having 2 very bad experiences with previous CPA's that cost me over 16k in taxes over 2 years. I informed Haley of this prior to us working and she put together a plan that not only helped me personal side but also saved me so much on taxes (with her strategies) that I only had to pay $300 for 2023 (versus the 8k in 2022) and nothing in my business had changed except for the things she helped me implement. I highly recommend especially if you are a small busines
Haley is very professional, her expertise in Finance has helped my family and I improve our strategies as well as taxes. She is knowledgeable on different areas for overall success on managing our finances. She helped us to obtain the best tax return, addressed an issue with prior year's return and supports college budget for my oldest daughter. I trust her advise and count on her expertise to make financial decisions. She also helped us to get life insurance that adjusted to our necessities. I highly re
Haley and team are very professional and I have a very pleasant experience working with them. Haley is knowledgeable on tax planning, has provided me multiple useful tips to execute on. She sets expectations with me upfront so there are no surprises. When I have questions, she and her team are always responsive to answer in a timely manner.
Working with Haley Nguyen has made my assignments smooth and fun experience. Haley and her team truly cares about what you need. They went above and beyond to make sure I had all the information required to make the right decisions. The support I received always thorough and timely and my issue is addressed with a single interaction. She comes highly recommended and anyone would be lucky to have her as their agent. I love these guys. They are Awesome!
I wanted to write a review for Haley at Nguyen CPA firm. Haley gives 110% when working with me. She is ambitious, well educated in the field of tax and finance. No one can match her high energy, passion and hard work. Did I forget to mention the best reason to work with Haley? She is fun! Give her a call and see for yourself.
For years, I have struggled with having to go back and forth between my CPA and my financial advisor to maximize tax reduction strategies, understand and leverage the best financial investment options for my businesses and income level, automate contributions, and feel confident that my tax and investment strategies are giving me the most return for my money. With Haley, I finally feel like I understand the whole picture, like I'm getting the tax and investment advice I've been looking for, and no l
Excellent Professional approach! She understands the needs of the client and provides solutions in the best interest of the clients. My past experience with her has been awesome. All my clients, who have been referred to her for Financial Planning are very Happy. No wonder if they have given her more referrals.
Came in for the tax consultation. Haley is very organized. She explained things really well and has a great system that was able to break down the planning process step by step that made it so easy to follow and comprehend. Now that I know my options I will for sure come back and let her handle my taxes and follow through with the plan. Highly recommend the firm.
Haley cares a great deal for her clients. She focuses on enhancing her skills and taking the best training to better serve her clients. She is a top-notch professional who stays abreast of the complex and quickly changing tax laws. Any small business owner and taxpayer would be fortunate to have her as their advisor.
Haley is so knowledgeable and makes the whole process of tax preparation super easy. She breaks everything down to ensure you know exactly what is going on at every step of the process. In addition, her professionalism and organizational skills are superb!
Googled local CPA services in the area and stumbled on Haley?s Website with 5 Star ratings. I gave it a shot, thinking it actually maybe 4.0 to 4.5, but turns out it was not 5 star, it actually should be 10 stars. It was a very professional and informative session. Haley is well versed and has in depth knowledge in her field. I am glad I took this chance without a referral. Highly recommended, not just for taxes, but also financial planning to grow business and manage finances.
Haley is hardworking, honest, and she doesn?t shy away from sharing her knowledge with her clients. I?ve learned a lot even with the little time I?ve gotten to know her. She provides an excellent service and constantly challenges me to help achieve the best of my abilities. I appreciate her more than words can express.
Haley is very knowledgeable in her profession as CPA and Tax management /savings. I strongly recommend her for her honesty, knowledge and willingness to assist and make things very simple to understand to make the right decision that is best for you. She is my go to person for Tax and savings matters.
Haley and her team were amazing and got my taxes done quickly. Forms can be uploaded to a portal and there is no need to go into her office (my busy work schedule). They kept me up to date through text message and contacted me quickly if there was anything missing. I will be contacting her yearly and will keep her as my CPA.
Haley is first class by providing personalized care for our CPA and PFA needs. She takes the time to ensure our needs are understood and she ensures we have the right knowledge as we progress through our financial goals. We feel fortunate to have synced with her and plan to stay with all our financial needs.
I enjoy working with Haley. She's responsive, knowledgeable, patient, and easy to work with. She helped structuring our business, providing me a lot of tools to make my job easy. Highly recommended. You can't go wrong with her.
For the first time in my life; I am feel easy and comfortable talking about tax subject. Haley at the Nguyen CPA firm take time to careful look at my tax and explain all the questions which I have. She also guide me to plan ahead for the next year tax. Haley is very professional and caring. I gain a lot of knowledge about tax and finance during the few talking session with Haley.
Haley is a true competent professional. She is very transparent and interested in really helping us, as clients, succeed. I look forward to working and learning from her for years to come. She is a gem.
Regarding the Nguyen CPA Firm: My accounting and tax preparation experience with Haley Nguyen and Justine, her assistant, can be summarized as follows?Skill and competence, experience, attention to detail, personal service, consistently responsive to my questions and concerns. Productive in person meetings, not too long, not too short. They took enough time with my account to satisfy me that they adequately understood the details of my account. They gave me the feeling of satisfaction that they were tre
When it comes to Tax and Financial Planning, Haley is very knowledgeable and unique. The strategy that she provides is very personalized and will help clients save on tax for many years to come.
Haley at Nguyen CPA Firm was great to work with. Her knowledge of the Tax Code is outstanding and I needed that for my business. Her thoughtful consideration made me feel that I had a trusted partner in getting my Taxes completed by giving me valuable advice for this year?s Taxes. Making it easy to talk to her and share the details of my documents was a plus that most CPAs don?t have. As a business owner, it is nice to know there is someone there for you when you need them, with a personal touch Ken Straus
Haley is my go to CPA, , she is up to date on the latest Tax codes and understands the various complex Real estate buisness and knows how to maximze your Deductions. She is prompt, easily accessible and easy to work with.. Would highly recommend her..
I have really enjoyed working with Haley. She is SUPER thorough. Clarity is one of the most valuable commodities out there and she delivers it. Message her if you'd like top schedule a visit for more clarity on your taxes:)
Haley and her team are the best. They helped me tremendously. As a first time business owner, I was so overwhelmed with all the tax paperwork. Haley and Justine went above and beyond. They?re responsive and explain the process in detail. I?m so grateful for all their help.
Haley is an exceptional CPA. As a bookkeeper, I know she will look for tax planning opportunities to optimize your Tax payment. Strongly recommend to work with her.
Excellent & professional results ! ! ! I couldn't be happier with this CPA ! Haley really knows her business and will help you get to where you want to go. She is very professional and competent and will be the best decision you've made in a very long time !
Haley was very responsive and helpful. She offered good advice and information. She wanted to ensure I made the right decisions now, in order to keep me from paying more in the long run.
Well, Haley is very professional and courteous, her knowledge in tax is wide I am grateful for her professionalism and expertise. If you want a top-notch professional, ask for Haley I would recommend Haley to anyone seeking CPA services
Haley at Nguyen CPA Firm is one in a million. She is very knowable, professional and knows her stuff. She made the tax experience very easy and stress free. I will recommend her to everyone I know.
Haley is very professional and dedicated to her clients. If you want your CPA to be knowledgable, hard working and prepared, Haley is the CPA for you.
Nguyen CPA has been my first time working with a CPA and she made the process very easy. Quick to reply to my questions and help me with past mistakes. I highly recommend.
Haley is an excellent worker, a friendly person and honest lady . She always offered the best services about health & finances to help me get the right one . I am so happy to be with her service.
Haley is a dynamic Finance Strategist who is committed to helping people change their lives. She had guided me on my path to achieve financial freedom personally and professionally.
Very helpful and easy to communicate with regarding consulting for long term retirement plan, daily to annual financial strategies, and preparation for income taxes. She has a very organized and efficient system to explain and illustrate long term financial planning so it's easy to understand for a non-specialist person like myself.
the front desk girl is really nice, she answered some of my questions free of charge. Nguyen is also really nice. Will definitely recommend this firm to everybody!!!
Definitely recommend Haley to be your CPA! She is very thorough, knowledgeable and very responsive to all inquiries. And she goes out of her way to support and help you as well.
Had some questions and they were super responsive to help me. She answered all of my questions and didn't charge for the quick advice. If you're looking for holistic tax & financial planning, go with Nguyen CPA firm. Very happy with the service!
I met Haley Nguyen, CPA today . She?s very professional explained clearly for me to understand how to open LLC for my small business and gave me a lot good advice to help my business growing up. I?m so happy to become your customer. Thank you very much Ms.Haley!!!
As a full time engineer, I do not have the time nor the knowledge to efficiently manage my real state, retirement, stock market and other financial interests. I was starting to feel overwhelmed and stressed out about not knowing if I was making the right decisions due to my lack of expertise in the matter. Thanks to Haley @ Nguyen CPA firm, now I have a financial roadmap that maximizes my earnings while minimizes the tax burden.
I would highly recommend Haley to anyone that is looking for PROFESSIONAL CPA/TAX Services. She goes beyond the call of duty; which I find very rare these days. She has a customer for LIFE in me??.
If you are looking for a CPA who puts your best interest first, this is it. When it comes to building relationships they place kindness and respect as a priority. They provided me with a free consultation and helped my business tremendously. From now on, they are the only ones I trust with my business.
Haley Nguyen is a Great CPA who is responsive and helps in planning for the future. Tax planning is essential for any small business.
Haley is so knowledgeable when it comes to structure and offer very valuable incentive advice on tax, retirement plan, life insurance, and many more.....Strongly recommend to book an appointment to talk to her, will save you a lot $$$$$!!
Smart, sharp, timely, and asks questions to save me money. Everyone should have someone in their corner during tax time. She helps me keep my hard earned money from frivolously paying taxes.
Hailey and her team are very knowledgeable and responsive to all my questions.
The staffs are nice and professional!
Holly is a Most Responsible Person in The United States of America????
Haley is nice, answer all my questions
Got a free consultation, which provided valuable info. Will recommend.
Very knowledgeable, a true expert ,a great experience! Highly recommend!
She is very professional. I will recoment her.
Professional Responsive proactive
Exceptional service! Highly recommend!
Excellent customer service
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.