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Paramount Tax & Bookkeeping San Marcos

Paramount Tax & Bookkeeping San Marcos

Reviews Summary

Customers consistently praise the professionalism, expertise, and friendliness of this tax and bookkeeping service. Reviewers highlight exceptional knowledge, thoroughness, and willingness to answer questions, often saving clients significant money. Many emphasize trustworthiness, reliability, and decades of experience, with frequent mentions of outstanding customer service. The staff is described as patient, detail-oriented, and proactive, making complex financial matters manageable. Multiple reviewers state they wouldn't consider using anyone else and strongly recommend the service for both personal and business needs. The overall experience is rated as superior to other providers, with particular appreciation for clear communication and personalized attention.

About This Listing

Bookkeeping
Payroll
Tax Preparation
Tax Planning
IRS Representation
Small Businesses
Individual Taxpayers
QuickBooks
Bilingual Services
In-person Support

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
Payroll
Tax Preparation
Tax Planning
IRS Representation
Small Businesses
Individual Taxpayers
QuickBooks
Bilingual Services
In-person Support

Contact Information

Address

325 E Hopkins St

San Marcos, Texas 78666

Visit Website Call Now Get Directions

Hours

Sunday Closed
Monday 9AM-5PM
Tuesday 9AM-5PM
Wednesday 9AM-5PM
Thursday 9AM-5PM
Friday 9AM-5PM
Saturday Closed

Customer Reviews

David helped me file an amendment after an error was discovered from past returns. He handled all my questions and helped me understand the process. He was kind, available, professional, and resourceful. I would highly recommend working with David at Paramount Tax!

Incredibly positive experience. David took us through the whole thing with the most minimal effort on our part. Saved us thousands with deductions. This will absolutely be our tax spot for years to come.

David was incredible. He guided us to what was needed and responded when asked questions. One of the best I have ever worked with for taxes

David Anderson provides excellent customer service! He is knowledgeable in his work and is detail-oriented. Any questions you may have he will answer them and ease any confusion or worries. Paramount Tax & Bookkeeping is great. We recommend them for your finances!

I came to Dave needing advice on how to tackle a unique tax issue and he was so easy to talk with. He spent time reviewing our situation and gave me lots of good ideas on how to reduce our current tax liability along with great advice on how to plan for the future for our business. Highly recommend!

I've known David for many years. He has many years of experience and a person you can trust. I will definitely continue going to him for our taxes. Highly recommend him.

David Andersen is professional and reliable. He has over 30 years of experience in the field and his work is top notch. You can expect great customer service with Paramount.

David is honest, professional and great to work with. He is very detail-oriented and his expertise is evident in the services provided. Highly recommend David and Paramount Tax Booking!

Paramount did the taxes for my start-up business as well as helped me set up the financials for the business. When I had questions, they were there to help me every time. I trusted them with my personal taxes as well. They were very helpful and informative. I will not consider going anywhere else.

David has the upmost professionalism and reliability when it comes to his business! With more than 30 years experience in the accounting industry, I wouldn't trust anyone else to handle my tax/ accounting needs. David is your guy for all things accounting!

As someone who struggles with numbers and organizing them - finding David at Paramount was a blessing. He was thorough, patient, service oriented, and kind. I will be taking all my ?number? concerns to Paramount from now on. Could not recommend Paramount Tax + Bookkeeping enough.

David Andersen has been doing our taxes for the last 10 years. He is professional and knowledgeable with business and personal taxes. We trust him and will continue going back along with recommending him to our friends and family.

I had a less than ideal situation with a missing w2. Within a very short time we tracked it down and were ready to file. Great service and professional. Thank you David!

I have used different tax preparers over the years, from individuals to large companies. David has been the easiest and best to work with by far. He has my business from now until the day I pass away!

I have known David for quite a few years. He's a brilliant mind and a great person. Absolutely recommend him and his business!

David has over 30 years of finance and accounting experience dealing with complex budgets and other financial responsibilities. Having known David for 35 years i know he will provide outstanding customer service and support for anyone needing quality tax or bookkeeping services.

Great to have been connected with David, his proactive attitude, responsiveness and thoroughness makes it a pleasure to work with him. I highly recommend them!

Paramount Tax & Bookkeeping San Marcos is top notch. They provide extensive knowledge and understanding when it comes to working with their clients. The staff has extensive expertise in tax accounting and bookkeeping. Highly recommend!

Definitely get in touch with David before paying your taxes. He could help you save thousands, maybe even tens of thousands. True story!

David is very knowledgeable, honest and goes the extra mile to provide great service and will answer all your questions. Highly recommended

Mr. David Anderson is so amazing and informative!! He was definitely able to answer all questions. Definitely recommend him!!!

Great service and a thorough job. The work was professional and on time. Very happy to have chosen Paramount Tax!

Great service! They took the time to answer questions and to understand my situation. Over all, the best experience with a tax & bookkeeping service.

The staff here is incredibly friendly! They are honest and trustworthy which makes a world of difference. Highly recommend!

David is the consummate professional. He is extremely knowledgeable and provides service you can depend on.

The staff is positive, professional and personable. They make a sometimes unpleasant, but always necessary experience very doable. I'm looking forward to future service.

David was really quick and such a nice guy. Highly recommend

David is a great guy, very thorough and professional.

They did my taxes and did a great job. I would highly recommend them .

Well knowledgeable and educated and experienced made easy for me to understand my situation

Looking for a great experience and service? This is the business you need. A+ personal attention.

Excellent service and friendly people. We would give more stars if we could!

David Andersen is very knowledgeable and willing to answer any questions.

Thanks Paramount for making me feel like a valued customer!

Prompt, accurate, responsive!

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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