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Phillips & Taubert CPA

Phillips & Taubert CPA

Reviews Summary

The overwhelming consensus is highly positive, with most reviewers praising Larry Phillips and his team for their expertise, efficiency, and exceptional personal service. They are commended for making tax processes effortless, offering clear communication, and providing knowledgeable, patient support. Many highlight their responsiveness, multi-state business expertise, and ability to simplify complex tax situations. A single negative review mentions disorganization and errors, but the vast majority strongly recommend Larry for both personal and business accounting needs, emphasizing his professionalism and dedication to client success.

About This Listing

Business Consulting
Payroll
Tax Preparation
Tax Planning
Financial Advisory
Small Businesses
Individual Taxpayers
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

Business Consulting
Payroll
Tax Preparation
Tax Planning
Financial Advisory
Small Businesses
Individual Taxpayers
QuickBooks

Contact Information

Address

660 S Bagdad Rd Suite 610

Leander, Texas 78641

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

Larry and Team are Great! The tax process can be meticulous and confusing at times. The knowledge, communication and efficiency that Larry and team work at are amazing!

Larry and his team have been doing our taxes for over five years now and our experience has a been excellent. Larry is very knowledgeable in his field. He is patient and always ensures every question is answered. His team is very responsive too. I would highly recommend Larry's office for any accounting needs.

I met Larry about 8 years ago and shortly after that I started using him to do my personal taxes. It became very clear that I would never go back to the H&R Blocks of the world after experiencing the attention and personal touch that he brought to the table. In working with Larry, you quickly get the impression that he's not just there to handle the task at hand but to help problem solve and set you on a course towards future success. His genuine passion for helping people is evident in all areas of his lif

After struggling to find a decent accountant we are thrilled to work with Larry. As a small business owner with some complicated tax needs, Larry did an amazing job. He kept the lines of communication open, worked quickly, and has a system to make the whole process go smoothly. It's been the most stress free tax experience. Highly recommended. Thank you!!

Larry Phillips and his team have been doing our personal and business taxes for several years now. They provide deep knowledge of current tax law and issues but also provide a GREAT personal touch in their support. It is easy to have direct communication either face to face, phone, or email. I highly recommend them to any and all looking for tax help in the Austin (particularly LCP) area.

We thought we had a good accountant. We were wrong. Once we made the switch to Larry, we were surprised at how much easier the process of getting our taxes done was. He helped us through some very complicated tax issues with our multiple businesses and made the process super easy. He's very knowledgeable. Very professional. Give him a try. You won't be disappointed.

Larry and his staff are top notch. After many years of looking for a competent accounting firm, I found Larry J Phillips CPA. Larry and his staff are EXTREMELY helpful and patient. Larry handles my 2 Corporate Tax Returns as well as my Personal Tax Returns. This a professional organization with a diligence to the highest quality.

Larry Phillips is the CPA who formed my LLC, and specializes in small businesses. He is absolutely amazing and made the entire process as effortless and simplistic as possible. Larry has always been there when I needed to bombard him with questions about taxes and best practices for my business. There has never been a moment where I've doubted his expertise. I highly recommend you seek his advise and allow him to help you grow. When you become part of his client base you also inherit some perks; discounted

Horrible! Larry is completely disorganized and made several errors on my taxes costing me a fortune since he misapplied the tax law. He also deflected the blame and told me the IRS is wrong without providing any proof. Now he is being investigated by several governing agencies.

When my husband and I changed from HR Block to Larry's business, he found errors on our previous taxes that resulted in a addional refunds to us. Very happy with the service. Taxes are always completed timely.

I found Larry Phillips through the Dave Ramsey ELP program and I am so glad I did. Larry and his staff have been very patient, knowledgeable and kind over the years I've been using their services. Ya'll are awesome!!

Outstanding. Quick responses. Fantastic communication while giving me ideas to help me arrange my information. Great guy, great office. Had a basic return with some additional taxes to figure out (multiple states, kids over 18, house sale, etc.) and each were done completely and quickly. Highly recommended.

Incredibly fast, efficient, and caring CPA. He answered any question that I had in person, on the phone. His technology makes document uploads incredibly convenient. He's extremely knowledgable of multi-state businesses and can get the job done fast. And he returns calls almost immediately. I couldn't be more impressed.

I?ve been using Larry?s firm for years. They?re always on time with my tax returns and never fail to impress me. Thanks a lot, guys!

Hi, If you need great service all around, Larry Phillips and his team are fabulous! We are a small family owned business and they have helped us as we grow every step with excellent advice and on time service ! Highly recommend them

Look no further this is my and my businesses CPA they are on the ball. They help us every year with tax planning and filing. I've been through so many CPAs over the years and I'm so glad I was referred to yall. Thank you

Takes care of our personal and S-Corp tax returns. Makes doing taxes easy. Good communication. Reasonably priced.--Doug Cathey

Larry is an outstanding accountant and person. I would recommend him to anyone!

Great local people. They make it painless to do business!

Larry's office is great!

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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