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Puzdrak and Stortz CPAs

Puzdrak and Stortz CPAs

Reviews Summary

Customers consistently praise Mark for his exceptional knowledge, professionalism, and patience in handling both personal and business tax needs. His clear communication, quick responses, and willingness to explain complex tax matters stand out. Many highlight his ability to simplify complicated situations, offer strategic advice, and provide excellent service even during busy periods. Small business owners and individuals alike appreciate his approachability, honesty, and dedication to making clients feel valued. His online booking system and fair pricing are also noted as positives. Overall, Mark is highly recommended for his expertise, reliability, and personable service.

About This Listing

Audit
Business Consulting
Financial Statements
CFO Services
Tax Preparation
Tax Planning
IRS Representation
Outsourced Accounting
Small Businesses
Mid-size Businesses
High-net-worth Individuals
Real Estate
QuickBooks
GAAP Compliance
State-Specific Experience
Multi-state Experience

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

Audit
Business Consulting
Financial Statements
CFO Services
Tax Preparation
Tax Planning
IRS Representation
Outsourced Accounting
Small Businesses
Mid-size Businesses
High-net-worth Individuals
Real Estate
QuickBooks
GAAP Compliance
State-Specific Experience
Multi-state Experience

Contact Information

Address

11754 Jollyville Rd #102

Austin, Texas 78759

Visit Website Call Now Get Directions

Hours

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

Customer Reviews

My husband and I needed help figuring out an issue with our small business tax return. He was super knowledgeable and informative. Mark gave us insight on how to resolve the issue, was quick to respond, and sent us referrals for other services we needed. His online booking was very easy to navigate too! Definitely recommend Mark!

Mark has been wonderful to work with. I worked with Mark earlier this year on reviewing my Tax return. He was really helpful in providing me a second set of eyes and making sure that I filed accurately. Additionally, I had some tax questions about an investment and he was available to go the tax implications and provide some options. I'll definitely keep working with him in the future.

Mark has been a tremendous asset to my small business. His communication is second to none and his advice has saved me countless headaches. I highly recommend.

Marks upbeat personality and services are excellent. He speaks with clarity and keeps abreast of new tax changes. As a non-profit corporation he taught me some skills to save money for next year's taxes.

Amazing experience with Mark. This year, our taxes got a bit more complicated due to me changing jobs at the end of 2020 when a new w4 process went in place. I found Mark online and left him a message. Knowing this is the busiest time of the year for CPAs, I was not expecting much of a response but he called me that Saturday and even offered for me to come see him at his office that same day to help. He was amazing! He explained everything that happened, reviewed all of my documents and recommended how to t

Working with Mark was a great experience. He set me up to provide all my information and turned around the completed returns. He also explained the process and reviewed the returns in a way that was easy to understand. I will definitely use Mark?s services again in the future!

I went to Mark as a very small business, and with little experience. Mark never made me feel like I was a bother with my questions and was very patient in working with me. I can highly recommend him whether you are a large firm or a small independent entity just starting out.

Mark has been wonderful from the start of our personal and business tax returns until he submitted our returns electronically. We switched to him after being with a different CPA for over 20 years. He's immensely knowledgeable, patient, personable and professional. We highly recommend Mark for anyone's personal or business accounting and tax returns.

Mark was wonderful. His website was easy to use and I was able to setup an initial consultation appointment for the same day. I look forward to working with Mark for my CPA needs now and in the future.

This was our first year doing our business?s taxes and we didn?t know what to expect, we were for sure overwhelmed. Mark not only made everything go smooth in regards to paperwork but made us feel like our small business was as important as any other. He is now stuck with us, 100% recommended.

Mark was great - I ran into issues with the IRS not sending me a PIN and he was so on top finding a solution so that we did not miss the deadline. I really appreciated the high level of service and would refer him happily. Thanks Mark!

I'm starting an international real estate operation in Austin Texas, and I got Mark?s reference from a local realtor friend of mine. I can say that Mark always answered my questions in a proper, savvy, and timely manner and let me know that my operation was not within his experience scope and took the time and effort to contact me with somebody else. I really appreciated his honesty.

Mark has been such a pleasure to work with! He is very knowledgeable and patience and easy. I trust him to help my growing business fully.

I spoke with Mark this morning to get some consulting on handling cost basis for a more complicated situation. I was very impressed on his information gathering and providing straight-forward solutions that were easy to understand. Definitely will be coming back to Puzdrak CPA for all future needs. Thanks Mark!

Mark sat with me with his whiteboard and went over several tax saving strategies. He provides wonderful service. So glad I was referred to him!! Thank you Mark!

Had to find a new CPA this year and was told about Puzdrak CPA. Found Mark and his office to be super easy to work with. Very communicative, easy to reach, and very resposive. Prices were very fair. Overall was very satisfied with our experience and will continue to use Puzdrak CPA in the years to come.

Mark was extremely helpful and quick to provide guidance to a unique situation of mine. It was a very smooth experience and I would definitely use him again.

Had an free consultation with Mark about starting a business. He was very informative and helpful explaining what to expect and how to take these early steps. Highly recommended!

Very knowledgeable and extremely helpful about real estate taxes when we were thinking about purchasing our new home.

Mark. Is. The. Man. Dude saved our a$$ as our previous accountant was a complete tool. HIghly recommended.

Easy going, communicates well, very helpful and knowledgeable.

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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