Osborn Morano Getzen CPAs

Osborn Morano Getzen CPAs

Reviews Summary

The consensus from reviews highlights exceptional professionalism, expertise, and responsiveness. Clients consistently praise the firm's thoroughness, personalized service, and deep knowledge of tax laws and financial planning. Many appreciate the team's reliability, quick communication, and ability to handle complex situations with care. The firm is repeatedly recommended for its friendly, attentive staff and cost-effective solutions, with particular emphasis on trustworthiness and accuracy in tax preparation and financial advice. Long-term clients express strong satisfaction with the consistent quality of service.

About This Listing

Bookkeeping
Accounting
Business Consulting
Tax Preparation
Tax Planning
Financial Advisory
Small Businesses
Individual Taxpayers
QuickBooks
GAAP Compliance

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
Accounting
Business Consulting
Tax Preparation
Tax Planning
Financial Advisory
Small Businesses
Individual Taxpayers
QuickBooks
GAAP Compliance

Contact Information

Address

4201 Bee Caves Rd Suite C-101

Austin, Texas 78746

Hours

Sunday Closed
Monday 8AM-5PM
Tuesday 8AM-5PM
Wednesday 8AM-5PM
Thursday 8AM-5PM
Friday 8AM-4PM
Saturday Closed

Customer Reviews

I have had a great experience with Osborn Morano. Kyle Getzen is the CPA I work with, and he has been very diligent and thorough on making sure I get as many deductions as I can from my profession of real estate, where I am an independent contractor. Would highly recommend him and their firm. They have been very responsive, are knowledgable, and do a fantastic job.

Always a great experience with Osborn Morano. After moving from Texas to Florida last year, we continued to use their tax preparation services. They are thorough and professional while caring about your personal tax needs.

Having enjoyed a forty-year career as an attorney for closely-held businesses, I have worked with a great many accounting firms! And Downing & Morano is without question the best that I ever have found. I consulted them with a complex problem, and their response was sensitive, knowledgeable, quick, and amazingly inexpensive. I can recommend them happily and without reservation!

Kyle Getzen, CPA did an excellent job on our income tax in 2022. We had always used a CPA to prepare our taxes, but as we consolidated our investments and our tax preparers retired, I tried my hand at a web-based self entry program for a couple of years. Last year, I converted a portion of our SEP IRAs to Roth IRAs and the web based program wouldn't didn't accept the data. After spending hours with their live counselors on the phone, our draft return still showed us owing a huge amount. I called sev

My husband and I have used Downing & Morano CPA's for years for our personal taxes as well as two LLC's that we have. They are very knowledgeable when it comes to state and federal tax laws and they practice with the upmost integrity. I feel 100% confident when turning over our tax documents that the Downing & Morano team will take great care of us and help us receive the appropriate deductions and pay the accurate amounts owed to the IRS. I highly recommend them!

Downing and Morano has been great to work with. They are always looking for changes in tax code to save us money. Also, the wealth management team has have helped me with several key financial decisions. It's great to have someone on my side who truly understands all aspects of my finances.

I've worked with Chris Wilbratte and the team at Downing & Morano for years (they came highly recommended by my estate attorney). I'm pleased to recommend this firm as well. They?re consummate professionals who care about their clients In word and deed. I know that I can call any time and they will pick up the phone or call me right back with the information I need. Five stars. They're the best.

I have been a client of Downing & Morano for many years. They have always been professional and helpful in every way. They are always responsive to questions and guiding me with our tax reporting needs. A great and friendly team.

Highly recommend this firm! They take care of our business and personal taxes. Very knowledgeable, professional and up to date with the ever changing tax laws. All of the staff we have had contact with are friendly and caring. Chris Wilbratte is an excellent advisor for financial matters!

Prior to using Downing and Morano and my books were a mess. They never seemed totally accurate and more like someone with an organized mess. My book keeper never seemed to have the answers or had to do long searches to find them. Some of the faulty book keeping would cost us fines and fees. Since switching over I sleep much better at night knowing my books are are professionally looked after and my questions answered in a timely manner. The difference between book keepers and great book keepers is a g

I recently brought my business to Downing and Morano from a larger, national firm that my company had originally used and couldn't be happier. Much easier to talk to my accountant when I have a question at a better price!

I highly recommend Kyle Getzen, CPA, and Osborn and Morano, CPA's. Kyle came through in a pinch. I'm excited to have a strategy and plan in place.

I cannot say enough how wonderful my experience was working with this group. From their professional expertise to their personal touch, this team is truly one of a kind. Highly recommend!

Wonderful experience working with their team. Excellent communication throughout the process. They exceeded my expectations! Highly recommend!

We are very happy with the professionalism of the whole team. They are knowledgeable and our returns are completed on time.

This group has been doing my taxes for years. They are fast, affordable, and always willing to answer questions.

Very responsive and knowledgable. Highly recommend D&M

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.