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PE CPA

PE CPA

Reviews Summary

The reviews overwhelmingly praise the CPA firm for exceptional service, professionalism, and responsiveness. Clients highlight the team's expertise in handling complex tax situations, business setups, and audits, often saving them money. Many appreciate the prompt communication, year-round support, and ability to simplify intimidating processes. The staff is frequently described as knowledgeable, patient, and friendly, with several reviewers noting long-term satisfaction. One negative review mentions delays in initial communication and quote delivery, but this contrasts sharply with the majority of positive experiences. Clients consistently recommend the firm for both personal and business tax needs.

About This Listing

Bookkeeping
Audit
Payroll
Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
Financial Advisory
Small Businesses
Startups
Non-profits
Real Estate
Professional Services
QuickBooks

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
Audit
Payroll
Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
Financial Advisory
Small Businesses
Startups
Non-profits
Real Estate
Professional Services
QuickBooks

Contact Information

Address

32938 Tamina Rd Ste. 202

Magnolia, Texas 77354

Visit Website Call Now Get Directions

Hours

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

Customer Reviews

VERY DISAPPOINTED!! We used this company because of the great reviews, but our experience has been very poor. I originally spoke with Jamie she was very nice and helpful and explained the process. She said to start she would send me a questionnaire in an email that same day. Two days later i had not received it. We call and are told we will get it soon. Once we receive it, we fill it out and return it. We are told once its reviewed we will get a quote for how much the services are. 3 -Weeks go by and we sti

The team at PE CPA's is just fantastic. They've been extremely helpful in getting our small business books off the ground...especially for those (like us) with no accounting or quickbooks background at all. Stephanie has been particularly patient, helping whip our books in to shape for 2024 and 2025. Highly recommend reaching out to Priscella, Stephanie, or Brandi for tax assistance, payroll, bookkeeping, and even bookkeeping training (for dummies).

I?m very impressed with the people at PE CPA. Jamie answered all of my phone calls and helped me get what I was needing within a weeks time. They are knowledgeable and I am ready to keep working with them.

Priscella and her team are awesome! Very pleasant to work with. Stephanie has been such a great help to me. I don't know what I would do now without her. She has helped us get our books organized and has been willing to work countless hours to help me get things right. They have a QuickBooks expert and she is the best. I highly recommend this CPA Firm to anyone.

Exceptional service!!! PE CPA is knowledgeable Responsive and truly cares about my financial well being. They offer me invaluable advice year round I highly recommend them.

After our original CPA was not responsive when I received an audit notice, we found Priscella. She helped me get through being audited 2 yrs in a row and in the end I didn't owe the IRS anything. We have stuck with her ever since and even used her services to set up a small business. She has been extremely responsive, supportive, and educated us along the way. We HIGHLY recommend! Her staff is amazing too!!!

Priscella and her team are amazing! I opened my business at the end of last year so this was my first time filing taxes for a business. I worked with them throughout the year and they answered the insane amount of questions I had so I was able to have everything together when it came to file taxes. They were able to get my taxes filed quickly it was a great experience. Such a joy to work with.

Love working with Stephanie. She always very cheerful which is so nice to work with. She very quick to respond to any issues I have. And she always makes sure I haven't forgotten to file my monthly reports. Greatly appreciate all she does for us!!

Priscella and her team are wonderful! They made the dreaded tax season so much more manageable than its ever been, even with the disruption of COVID-19. She kept us informed and up-to-date throughout the whole process, and provided support in areas we wanted to tackle ourselves. We hope to be working with her for a very long time.

I was referred to Priscella and PE CPA about five years ago. Best move I could have made for my business and personal taxes. Priscella and her team have achieved excellent results for me and maximize my tax savings every year since. If you own a small business or just need help with personal taxes you can?t go wrong with this team.

When I started my business i was so worried that i was going to miss something or do something wrong financially and destroy my new business. Every day since PE-CPA has been there to suggest, guide and handle all of those fears away. Stephanie among others has been that voice in my ear "Pay this now", or "think about that", a true friend and confident that this struggling small business owner needs. Oh did i mention they return phone calls after hours?....HUGE benefit.

This was my first time ever going to a CPA and this team is awesome! I had an extremely complicated tax return this year and they streamlined the whole process. Will definitely continue to file here!

My family and I usually do our taxes ourselves as they had never been a complicated ordeal. This last year had so many events that would affect our taxes we didn't even know where to begin. Priscilla and her team were a Godsend. They helped us through our tangled mess, they saved us so much more than we could have hoped, and are just amazing people over all. We'll be coming back again next year.

Priscella is amazing to work with! She made the entire experience so easy & seamless, and for that, I?m extremely grateful. I highly recommend PE CPA for your tax needs.

This a great organization, we have worked closely with them for several years and they always keep us on top of things. Stephanie always answers my small little spur of the moment questions faster than I can ever hope for. I?m pretty scatterbrained and they make sure every thing gets done on time. We would be lost without them!

Priscella has been excellent with the due diligence she has performed for me. Her communication is top notch and she responds quickly to any inquiries I have.

I like PE CPA in general but Stephanie is GREAT. She takes time to address my concerns( fees, forms,etc? ) and always goes the ?extra-mile? to help me.

We love working with the team @ PE-CPA. Prompt answers and support are the biggest benefits to our businesses. A CPA can make or break you and I feel PE-CPA keeps us on the right track. Thank you...

This has been the best accounting firm I have worked with, they helped me with my self employed taxes, and turning my company into an LLC! Very knowledgeable team, looking forward to continue working with them!

Priscilla and team really make a difficult and intimidating situation manageable. I find it easy to trust them and they always get back to me promptly. 100% recommend

Great people. Super nice They actually put human effort into getting me saving. Tried a place by my house (big name place) and they seriously did not even blink or smile, I had to get out of there and contacted Priscella by recommendation of a friend. Saved me 1/5th what I would have paid Elsewhere.

Priscella is very professional, punctual and knows her stuff. We have used her for two stress and worry free years now and plan to continue using her for years to come

Outstanding accounting services. Experienced, active listeners, forward thinkers to help you along the challenging financial and regulatory process. Highly recommended.

2nd year to use Priscella. She?s the best and only getting better. She makes everything easy when doing your taxes.

Very friendly staff, specially Stephanie. She has helped me with all tax setup and questions. Great support.

Great client service. I highly recommend PE CPA for your accounting and tax needs!

PE CPA is extremely efficient, helpful, and knowledgeable on my taxes and the special situation we were in!

Great group of people to work with.

Prescilla is wonderful to work with. Very diligent and straight forward. Kyle Pryor

I highly recommend to anyone looking for a great CPA.

Professional and efficient !

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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