*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.*
9950 Westpark Dr #522
Houston, Texas 77063
David Nguyen CPA has been doing my taxes for the past 15 years. David really knows the details of tax laws and takes the time to explain it to my husband and I. I have confidence in him and his staff. They are professional and promptly return my phone calls and emails. David clearly explains all the tax advantages to make sure we get the most money back from our returns without getting into IRS troubles. He is accurate, fast, and reliable. I highly recommend his services. If you want a smart and great CPA w
I went through devastating Harvey flood and my home was destroyed without insurance. After 9 months, I just finally move back home. I need a good CPA that is knowledgable in this area. My boyfriend use David for 2 years on our joint LLC for our investment home so he highly recommend David. David is extremely knowledgeable . His professionalism and expertise make the tax process much more bearable. Taxes is like a foreign language to me so honesty, integrity, and accuracy are the qualities I want
David and his staff have been excellent in helping me go through an audit. I buy sell and manage properties for my clients. The IRS sent me a letter saying that they were going to audit my 2009 tax returns and records. I was extremely scared because I had large sum of money flow in and out but really did not make that much money. Lots of my record were loss during my many moves. I was worry that the IRS would tax me for this money deposits. But David and his office worked with me on mapping out a plan to
This company has a very professional staff and they are very easy to work with. They do payroll, sales tax, bookkeeping and income tax for all my dry cleaning store. The owner is very honest, sharp, smart. The staff gets the work done quickly. They were highly recommended to me and I would surely reommend that you use this company as well.
The staff at David Nguyen CPA was extremely professional and went above and beyond to help me get my taxes done on time. They were very friendly and knowledgeable about tax questions. I would strongly recommend them to anyone in Houston looking for help with taxes. Thanks!
David helps to resolve any issues related to tax return and provides good service. I really appreciate him and his team
David and his staff handled my work professionally and in a timely manner. Highly recommend using their services.
Fast, professional service. I'll never take my taxes anywhere else. Thanks David!
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.