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Patriots Tax & Bookkeeping Service

Patriots Tax & Bookkeeping Service

Reviews Summary

Patriots Tax & Bookkeeping Service receives consistently outstanding reviews for their professionalism, expertise, and client-focused approach. Customers highlight their attention to detail, responsiveness, and ability to simplify complex tax matters. Many appreciate the team's patience in explaining processes, ensuring accuracy, and finding savings. The service is praised for making tax preparation stress-free, affordable, and efficient, with particular commendation for their welcoming environment. Both business and individual clients highly recommend them for their reliability and personalized care.

About This Listing

Bookkeeping
Business Consulting
Payroll
CFO Services
Tax Preparation
Tax Planning
Financial Advisory
Small Businesses
Startups
Expatriates
Individual Taxpayers
Real Estate
Healthcare
Construction
Professional Services
Manufacturing
QuickBooks
Bilingual Services

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
Business Consulting
Payroll
CFO Services
Tax Preparation
Tax Planning
Financial Advisory
Small Businesses
Startups
Expatriates
Individual Taxpayers
Real Estate
Healthcare
Construction
Professional Services
Manufacturing
QuickBooks
Bilingual Services

Contact Information

Address

1526 Katy Gap Rd #601

Katy, Texas 77494

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

I was referred to Patriots Tax and Bookeeping by a very reliable friend so this was my first experience with a professional CPA preparing my taxes. The 2024 TAX was more complex and I needed someone with Carlo?s expertise! He took his time explaining everything! My taxes were done very quick and he made sure I understood the whole process! Their price was very reasonable and it was worth it for ensuring my taxes were done correctly! Thank you Carlo for your patience, kindness, and your professionalism you p

"As a small business owner, I need a tax firm that understands the complexities of my finances. Carlo & Maria at Patriots Tax & Bookkeeping Services has been invaluable in helping me navigate the tax landscape. They are proactive, detail-oriented, and always up-to-date on the latest regulations. Their expertise has saved me both time and money. I'm incredibly grateful for their services!" I also add they are responsive and patient explaining everything so we were informed about everything. Thank you!

I had the pleasure of working with Patriots Tax and Bookkeeping Service, and I can confidently say that they are exceptional! From the moment I reached out, their team was professional, knowledgeable, and incredibly responsive. They took the time to understand my unique financial situation and provided expert guidance, making tax season much less stressful. The bookkeeping services have been spot-on, and they keep everything organized and up-to-date. Their attention to detail and commitment to customer sati

I recently had the pleasure of working with Patriots Tax and Accounting in Katy, TX, and I couldn't be more satisfied with their services. From the moment I walked in, I was greeted with professionalism and a friendly atmosphere. The team is incredibly knowledgeable and took the time to understand my specific tax situation, providing tailored advice that was both insightful and practical. Their attention to detail and commitment to accuracy gave me great confidence that my taxes were being handled correctl

had a fantastic experience with Patriot Tax and Accounting! Their team is professional, knowledgeable, and truly cares about their clients. They made the tax filing process seamless and stress-free, answering all my questions with patience and expertise. Their attention to detail and commitment to accuracy gave me peace of mind, knowing my finances were in good hands. If you?re looking for reliable and trustworthy tax and accounting services , I highly recommend them!

Had to make an unexpected switch in 2025 for tax prep for my SCORP and personal taxes. Had a long term relationship with another firm that had a change in ownership and just wasn't thrilled with the new owner. Had an initial phone call with owner Carlo. He made me feel extremely comfortable. After that call we officially made the switch and had things wrapped up within a couple of weeks thereafter. Carlo and his team are not box fillers. They are looking for ways to save on every angle. If you are looking f

Carlo and Team did a fine job assisting me with my tax return. They were professional, polite and very easy to work with. Thank you Carlo and will see you next tax season!

I had great experience working with Carlo! He?s attentive and knowledgeable and took the time to go through all my questions in preparation of my tax return. I would definitely continue using the services in the future!

Patriots tax and book keeping is the best! Carlo and the team are knowledgeable, professional, and truly care about their clients. They make taxes stress free and easy to understand! Highly recommend!

Mrs. Mary and Mr. Carlo were very helpful as this year was my first year having to file my taxes. They made my process easy to understand and were immensely respectful and professional. I recommend their newest location in Katy, Texas!

I highly recommend Patriots Tax & Bookkeeping Services. Mr. Carlo was very attentive and helpful throughout the whole process! Had a very welcoming environment and will definitely be going back!

This company is very helpful in all that they do. They are welcoming and easygoing. I had no trouble doing my taxes. Mr. Carlo was very polite and professional. I will be going back!! Thank you to this wonderful company!

Mr. Carlo and Mrs. Mary were so helpful and made my experience with this company outstanding! Patriot Tax & Bookkeeping Service is a very excellent business and I would recommend it to everyone!

Patriots Tax & Bookkeeping Service is fantastic! They?re professional, knowledgeable, and truly care about their clients. Highly recommend!

This is the best accounting business i've used, they accountants were so nice and very understanding when i would struggle. They've saved me from paying hundreds of extra dollars to get a unhelpful accountant. Thank you Patriots tax and accounting!

Patriots Tax & Bookkeeping Service is outstanding! Their team is professional, knowledgeable, and truly cares about their clients.

Joemari help me get my accounts situated and my business up to date with my taxes. Would highly recommended them! Thanks!! <3

Highly recommend Patriots to everyone looking, Carlo was extremely professional and polite and helped answer all questions while providing top tier service!

The easiest tax return experience possible with the lowest cost. Will definitely be returning next time!

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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