*Note: CPAs may specialize in different areas. Be sure to check credentials and service offerings.*
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.
*Note: Every CPA operates a bit differently. Don’t hesitate to ask questions before committing.*
*Tip: Organize your documents in advance to save time and ensure accuracy.*
*Note: Preparation helps you make the most of your CPA’s expertise.*
*Note: Every CPA is different — take time to find one who fits your goals and style.*
5616 Pine Ave
Pasadena, Texas 77503
This firm knows tax law and bookkeeping. They eat and breathe financial reports. Brandon is very knowledgeable, professional, and patient in explaining the processes to you. Brandon is very generous with his time and genuinely cares about your success. Strongly recommend this firm for your bookkeeping and taxes.
Another great tax experience from Brandon. He does a great job and I am pleased with his expertise and attention to detail. Eliminate the stress and have your taxes prepared by the best!
Brandon provided exceptional efforts to deliver our 2023 FIT returns over recent holiday period that allowed electronic filing prior to November 2024 month end deadline for capture of timely refund. We look forward to establishing long-term relationship with firm.
Good afternoon, Scott Brown was amazing and outstanding with my questions and situation. Excellent Customer service and very nice office and environment. Go to them for your tax needs extremely knowledgeable and professional and friendly as well. I will be using again in the near future. Excellent service!
I personally very happy with Brandon and each member. They are really nice and always willing to help. I couldn't ask for a better place to get our taxes done. Also, a big Thank you to Vanessa for always answering my questions in regard to our books. Thank You so much! since our first meeting you guys made me feel welcoming and were willing to help.
So happy we found Brandon to do our tax services. He is a real life-saver. He is extremely hard-working, reliable, and consistent. He is always available when we have a question and personally attends to all his client's needs. He goes above and beyond with all the work he does and has our best interest in mind. We cannot recommend Bay Area Management Services more! You are in great hands when you choose this company.
Some things should be left to the professionals?your taxes are one of those things. For years, my husband and I did our own taxes, we took advantage of the TurboTax program for years?assuming we were get the BEST savings and taking advantage of the deductions that were available to us?were we WRONG! Sandra Tapia, CPA proved that we were missing out on so many more deductions that were available. We will NEVER do our own again! The small fee is worth having an educated professional looking out for your bes
Brandon Jordan has been doing our taxes for a few years now and we have received an excellent service. We are definitely going to continue to use him.
I have just finished another year of Brandon Tapia doing my taxes. He took over from another CPA about 2.5 years ago. He had to clean up my books so they would be in compliance with standard accounting practices. He did this successfully. The following year he was instrumental in helping me decide on a large equipment purchase and as a result of using an accelerated depreciation schedule he was able to not only prevent me from owing money but as a result I received a large refund. He has just finished my 20
It?s always nice to find somebody that?s passionate about their job. If you hate dealing with taxes like I do, give Brandon a call, not only is he really good at it but he actually loves doing it.
Called Scott with the Tapia to assist with some documents. The work that Scott was to my satisfaction. I would recommend this company to anyone that needs assistance with any CPA WORK.
Bay Area Management Services has taken care of both my Personal and business taxes for the last 7 years. Brandon is great to work with! Knowledgeable, responsive, and always a phone call away. I would highly recommend Bay Area Management Services.
My wife and I have been business clients of Bay Area Management for fifteen years. Prior to that we used H&R Block. But every year we had to redo our taxes and pay more money. Then after our neighbors referred us to Bay Area Management, our accounting records improved. Everything balanced out every year. We were finally on track and never had a regrettable tax year. In fact, we usually got a refund from the IRS. Surprisingly their book-keeping and accounting fees were less than everyone else too. We highly
I have been a client of this company for many years. This year was the first time I worked with Brandon. He met all the expectations I was accustomed to in my previous years using the company. I highly recommend Bay Area Management Services to anyone looking for accounting and tax services. Very professional group.
My family and I have been using Bay Area Management for as long as I can remember, for business and personal matters.They are amazing people to work with that make you feel welcome and attend to all of your needs. Anytime I have needed anything they always pick up the phone and get right to work!! You will not be disappointed in the communication or the dedication they put in when working with them!! GREAT COMPANY, GREAT PEOPLE, NEVER DISAPPOINTED!!
Hats off to Sandra Tapia and the whole CPA Team! There are no words to express what a difference they have made in helping us manage our small business financial and tax matters! Their professionalism, expertise, and custom care for us have helped build a relationship of trust.
We have been a client of Bay Area Management Services for around 6-7 years. They are excellent at staying in touch, and making sure we are ready for each years' taxes. We can call them at any time during the year to get help with accounting & tax issues, and they are always quick to help. We recommend Bay Area Management Services to any small business in need of tax services.
Great business to use to help navigate the financial side of your business! We are new to opening up our own business and the owner helped us personally set up everything we needed for our first tax year. He was very thorough and had our best interest in mind. I am definitely confident in Bay Area Management Services handling my business with care for years to come.
We here at SGM Doors & Trim highly recommend Sandra Tapia CPA. The team is wonderful to work with and quick to always respond to any questions or concerns we have. Everyone is extremely helpful and very professional. Highly recommend.
Great service, great communication will definitely recommend to family and friends. Ms. Yohana has great communication skill and is very knowledge, is always available for any questions I might have.
?Haven?t done my taxes, I?m too turnt up? as Drake would say. Well, that?s what happened to me. I really struggled finding THE RIGHT firm that I could TRUST and Brandon from Bay Area Management Services has proven to be the very best! Taxes and paperwork can be so overwhelming and he simplified the process as much as possible. I would 100% recommend Bay Area management services, they will provide you with the best service!
They charged me $500 to get started on my taxes in April. Filed an extension for May. Here we are July and nothing. Not even the common courtesy to respond to email. Don?t come here. Find a professional
I take my taxes to Sandra because of her experience as a CPA. She has been a CPA for a major corporation gaining valuable experience in her field of expertise before starting her own business. I trust her to do a thorough job when it comes to that time of year. We have been very satisfied with the job her and her staff do for us in preparing our taxes. I highly recommend her for your home or business!
I have used Bay Area Management for years and have been extremely satisfied with the company?s professionalism and efficiency. When friends/family ask for recommendations for tax services, I always refer to Brandon at Bay Area Management! Brandon and staff are always available to answer questions and make the process as smooth as possible!
I found them 2 yrs ago, and it?s been a fantastic service, from the beginning. Vanessa and other staff members, are amazing. If you need a CPA, to handle your business, I Highly recommend this Accounting Firm.
I had a tax planning meeting with Sandra to discuss some more complicated tax situations I expect to encounter next year as I start my business. She was knowledgeable and patient in explaining how various tax implications apply in different scenarios including setting up an LLC (with insurance recommendations), 1099, investment, and real estate income. Everyone I met in the office was very kind.
Do not trust Scott Brown, he is a scam artists, took my money and didn't do any work. The IRS deadline hit and now i'm stuck with a massive balance owed due to his neglegence.
We have used Bay Area Management for our personal and business tax services for 25+ years and we live 2+ hours away!! They treat you like family! They very knowledgeable and are so helpful in explaining all the ever changing tax laws. Call them you will not be disappointed!!
We have used Bay Area Management Services for our business and personal taxes for several years. They are always courteous and helpful and willing to answer any questions we have. Calls are returned promptly. We definitely recommend using their services.
This company has been great for us. They are always available for our bookkeeping questions and needs. Staff is friendly and courteous. Brandon is wonderful, and always there to answer our calls with informative answers. Would definitely recommend this company!
My husband and I have been blessed by the care and concern that the staff at this firm has provided us for so many years. I would and have recommended them to friends and family. You cannot go wrong with them on your side.
Have been using Brandon and his Staff for all my business and personal tax needs for several years !! He has always delivered his paperwork in a timely, professional manner with a personal touch !!!
We are always pleased with the service provided by this firm. Brandon is always responsive and takes care of our needs.
The team at Bay Area Management has went above and met our expectations. They have been friendly and professional. Quick and responsive we trust them with all of our book keeping needs!
These guys are awesome!! They have helped guid our company through an acquisition period and knocked it of the park! Also they have free candy and drinks in the waiting area so feel free to stop by and grab some.
Highly recommend this firm for anyone needing taxes done when working out of state. Amber and Brandon really know their stuff and I will be using this company from here on out.
They completed my tax return faster than I thought possible. Every question I had was answered right away. I will never use another CPA even if I move out of the area!
I have used Brandon for a couple of years now and i enjoy getting my taxes done here. He is very prompt and gets things done in a timely manner
Highly recommend this company for your tax preparation or bookkeeping needs . Very informative and outstanding service . Friendly staff and always right there when you have questions and the response time is quick ....thank you Brandon for all of your help in getting me straightened out !
Brandon is very knowledgeable, helpful, prompt and he give reminders and I am very thankful for all the work he did with our taxes. I highly recommend.
Great Company handling our Non-Profit Tax Return with the Greater Mexican Institute of Greater Houston. Highly recommend them for your tax and financial needs!
Excellent service! We have used them for years and I highly recommend them!
Absolutely love the work Sandra Tapia has done with us. 10/10!
Called to book an appointment and staff was very professional.They were able to accommodate an appointment that work with my schedule. I got a very good first impression from them.
Sandra and her team are top notch. If looking for a CPA & Business services, speak with Sandra.
Very helpful and kind staff, Scott was very helpful and efficient in answering my questions and pointing me and my business in the right direction.
Sandra Tapia, CPA, PLLC is 100% Recommend. Very Helpful and Professional.
Everyone in the office is so friendly and helpful and it is always a pleasure to work with Sandra, Amber, or Brandon.
Staff members are always just a phone call away, eager to help and answer any questions.
We have been a client for several years and have always been extremely pleased with the service, professionalism and quick response to our questions. This is a very good company to work with, we highly recommend
They are not trustworthy there secretary is rude and they don't help you after you pay them they will get you audited to all truckdrivers they are no good
I really appreciate everything that Scott did to help me through this process!
Brandon is very nice and will take care of anything you ask/need as quickly as possible
Efficient, professional tax services. Quick turnaround time and quick answers to questions and concerns.
Staff is very friendly and professional. If I need help with something all I need to do is give them a call.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.