*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.*
1336 League Line Rd Suite 300
Conroe, Texas 77304
Sarah and her team are phenomenal! We have several businesses and they have done an amazing job getting us in the best tax situation possible. Everyone on her team has been very helpful and responsive when we do have questions. We highly recommend getting in touch with Sarah, you won't be disappointed!
Sarah and her team are great! They are able to handle a variety of complex tax situations and are very knowledgeable about various tax strategies. Very reasonably priced for the excellent service provided. Being licensed in all 50 states is a bonus. I highly recommend working with Sarah and her team!
Sarah Jones has been a huge help to our small business. She went over our accounts and gave us helpful suggestions. All of our taxes were filed on time with no extensions for the first time! All of the staff are very nice and helpful. We are so glad we changed to her firm last year.
Sarah Jones and her whole staff have been so helpful with both our personal and small business taxes. She keeps us up to date on changes and always gives us options on tax strategies. Every year we are always happy with her service and our returns!
We recently switched to Sarah Jones on a colleague's recommendation after years with another firm. The whole team has been friendly and very easy to work with it. The online portal and communication were seamless. Mark was great to work with on filing our taxes and the whole process was surprisingly quick and easy.
We had three years of unfortunate accountant help that made a mess of our books and made taxes fearfully painful for years. A friend recommended Sarah to us and we only wish we had found her years before! She got everything straightened out and got our taxes in order so next year will be a breeze! The online portal was so helpful for getting our info to her and also communicating all of our questions and concerns. I highly recommend Sarah Jones CPA!
Every one at Sara Jones office made us feel welcome and went out of their way to answer our questions. Mark did a great job taking care of our taxes. We are happy we found Sara?s office and look forward to working with them for a long time to come.
I highly recommend Sarah Jones! She has helped our small businesses greatly since we started working with her! Working with her and her office staff continues to be a great experience!! Highly recommend Sarah Jones for all your tax needs!
We used Sarah Jones CPA for the first time, after years with another CPA firm, and are extremely happy with the team there. Their portal is easy to use and communication with us was exceptional. We even referred our son to them. I look forward to using them for all of our future tax needs. Their pricing structure is also very competitive! We are very happy customers!!!
I have been extremely pleased with Sarah Jones CPA services. They have many options available to service their clients needs. Communication is key to a good working relationship, and they have quickly responded to all of my questions and concerns. Their attention to detail and promptness in preparing our tax return exceeded previous CPAs I have worked with before.
Sarah and the team have provided us with outstanding service the past two years. They are detailed, responsive, and thorough. The Tax Dome site is very convenient and allows us to go through the tax process online. Sarah is also happy to meet with you in person or take a call if you wish.
Sarah Jones CPA provides a complete suite of services. They have provided the best bookkeeping services since we have been in business. Her CPA services are solid as well. We appreciate her ability to not only direct us in the right direction but to educate us about what?s she?s recommending not simply telling us what we should be doing.
We have been very pleased with Sarah CPA service. Sarah and her team are quick to respond to questions, but more importantly saved us a ton with her tax planning strategies!
We started with Sarah almost 1 year ago off of a recommendation. We have had other CPAs and Sarah and her group are the best we've had. They are very quick to reply and get any questions we have answered and will explain anything you don't understand. More importantly that are very pleasant to deal with. I had a logistical question on a form that I didn't understand. Sarah was very quick to send over an instructional video of her showing how to fill it out. I was blown away by this. You definatly will not
Im new to owning a business & was so overwhelmed until I started working with Sarah & her team! They are so thorough & always willing to answer my questions & make solid recommendations. Everyone is always so nice & I look forward to continue working with Sarah & her team for years to come!
I looked for a CPA for my roofing company last year. Sarah Jones came highly recommended by numerous people online. I am completely satisfied with last years' filing and for my personal taxes and my business filings. They helped me with LLC filings and everything went smoothly with the IRS. I can't express how much they have helped grow and protect my business.
I'd been setting aside $ all year and was pleasantly surprised by my return. Sarah and her crew are much appreciated. The office reflects her world view...always decorated to make you feel at home. Smiles and warm greetings abide.
I was new to the area and my Estate Lawyer recommended Sarah Jones for my CPA needs. My first year experience was excellent! Easy to work with, professional staff and most importantly they treat you like family. They are my Go To team for all our family?s needs. Thank you!
I found Sarah Jones CPA through a friend, because I was not happy with how our taxes had been handled the year before. I was happy with the high level of communication, accuracy and detail that they put into our 2023 Taxes. I know that 2024 will not be any different. And the cost was affordable. I trust them with our Business. Deborah and Joe.
About 5 years ago I was in seek of a CPA. I called a recommendation and the gentleman seemed so stressed and he practically hung-up on me. I went with another CPA obviously. They were ok, but I had to physically deliver my documents to them. Year 2 they ignored my email asking a basic question, so I decided that I would try Sarah Jones after seeing an advertisement online. What a great decision that has been! No more physically delivering documents - I simply upload all of my support to the simple to
I?ve been using Sarah as my CPA for a year now - and I couldn?t be happier! She and her staff are very professional and always available for questions. Taxes are no fun - but Sarah and her team make the process as enjoyable as possible. Thank you Sarah!!
Sarah Jones and her staff were phenomenal! From the moment I walked into their office the professional demeanor of Sarah and her staff was by far the best I have ever experienced! Sarah greated me right away, no waiting at all. Sarah answered all my questions and quickly assisted me with my complex tax issues. Not only did she assist me with my tax issues at hand, but she also provided me several options to consider for my near future financial decisions. Her vast knowledge, outstanding and friendly profess
I switched accounting firms to Sarah Jones CPA because I felt the previous firm was only looking out for their own interests. Sarah?s team is highly professional, with personalized service, efficient and most importantly - they are proactive in doing what?s right for my business. I highly recommend Sarah Jones CPA.
I recently had the pleasure of working with Sarah Jones CPA for my tax preparation needs, and I cannot recommend her highly enough. From start to finish, Sarah displayed the utmost professionalism, expertise, and attention to detail Overall, my experience with Sarah Jones CPA was outstanding. Her expertise, professionalism, and exceptional customer service make her the go-to choice for anyone in need of tax preparation services. I will definitely be returning to her for all my future tax needs and will be
Sarah Jones CPA has a very personable staff. They are easy to talk to and easy to understand. The Tax Dome is a very safe way to communicate and transfer all documents and messages. Keep up the great work!
We are very pleased with the services of Sarah Jones CPA. She and her crew (Mark Gray) did a great job preparing our tax returns this year. With a move from out of state and a new marriage, our tax situation was too difficult to navigate ourselves. Sarah and Mark were able to prepare both state and federal returns seamlessly at a very reasonable cost. Very pleased and wouldn?t hesitate to use this service again. Thank you!
Sarah and her team are wonderful! Sarah leads a very professional, detail-oriented and responsive team. They offer tax planning in addition to tax preparation services.
We have been using Sarah Jones CPA for about 4 months now. Andrea is great. They are very professional and thorough. My questions are answered quickly. Very good communication and they explanations. I highly recommend Sarah Jones CPA for all your bookkeeping and tax needs.
Sarah Jones has been amazing to work with! She reviewed our tax returns and suggested the best option moving forward. Sarah is easy to work with and quick to respond. She saved us more than the cost of her services within the first year. We have gladly recommended her to many friends.
We love Sarah Jones and the professionals at Sarah Jones CPA! Sarah is extremely knowledgeable about all things business and has helped our company to be successful and make wise decisions. Sarah is so genuine and is an integral member of our community. She is continually supporting different organizations and giving back. I highly recommend Sarah Jones CPA for your personal and business accounting needs!
Sarah Jones was so easy to work with; she was quick to respond even when she was on vacation. She completed our business and personal taxes, and it was not a pain like with other CPA?s. I highly recommend her. Thanks, Sarah!!
Sarah is AMAZING!!! I cannot begin to tell you how helpful she is. She is always there to answer any IRS or small business owner question that I may have. Sarah and her team even take the time to put it into ?average person terms? so that I can fully understand what is being discussed. I have referred her to numerous friends and colleagues. All of whom have come back to me and said ?Sarah is amazing and truly helped and answered all the questions I had and even some I didn?t think of?. Sarah runs her busine
Sarah has proved to be an invaluable resource for our new business. Her insight, guidance and support have helped pave the way for a bright future. We highly recommend working with Sarah Jones, CPA and her Team!
The team at Sarah Jones made submitting my personal tax return fast and easy! They even helped me to receive a refund, which I haven't gotten in years! I used the website for virtual submission and it was incredibly easy to understand and quick to get through. Their tax experts are there to help you via chat or phone if you have any questions and each one presented a friendly and knowledgeable response. Will be using their services again next year! Thank you Sarah Jones team!
Sarah has done my taxes for 4 years now and I have been amazed with the results on the returns each year. She is responsive and has handled every question or issues I had quickly and professional. They are now doing my books for my business and give me peace of mind that everything is being handled the right way.
We have been with the team at Sarah Jones for a couple years now. I don't know how they do what they do, but what a team! For a small, newly beginning business like ours, it's a blessing to have to so many brilliant brains on tap when we need them! From tax filling to payroll to Quickbooks - they got us covered! Thanks, Sarah and team!
Where do I start? We had our appointment with Sarah Jones, and she was top notch! Very polite, professional, and nice. We were guided in what direction we need to go, and she was very down to earth. In the future we will be going back when the need arrises.
Sarah Jones CPA provides a quality service with great customer service! All of our interactions have been professional and our tax return was completed in a very timely manner. It took me more time to gather the documents for them than it took them to complete the tax return! The Willis/Conroe area is so very fortunate to have this talented young lady and her staff helping us with our tax needs!
Sarah and her team have been doing my taxes for several years and they're extremely organized with their technology and ease of communication. Highly recommend for years to come.
Last year was our first-time using Sarah Jones CPA, LLC and the process was seamless, easy to use system and staff was very professional. Look forward to continuing our services with them.
I recently had the pleasure of working with Sarah Jones CPA firm in Conroe, Texas, and I cannot express enough how satisfied I am with the exceptional service they provide. From start to finish, Sarah and her team demonstrated an unwavering commitment to meeting my financial needs and went above and beyond the call of duty to ensure my businesses, customers, friends and family were well taken care of. First and foremost, Sarah's focus on understanding my unique financial situation was impressive. She took
We searched high and low and finally found a team of experts that helps our small business get aligned and ensures we are in compliance. They serve as our coaches by providing us with strategies to help our business grow and are also a great resource with their excellent business recommendations. We trust this team with all our tax and bookkeeping needs which allows us to spend our time taking care of other things. You won't find a better company than Sarah Jones and her team.
Sarah and her team got me set up correctly for my S Corp!! Since I know nothing about tax laws I am so happy to be able to trust Sarah can help my business ??. Definitely recommend her office to all of my family friends and clients!
Sarah & her team are the best! She has saved me a lot of money & an expert in her field! The team is hands on & always responds quickly & efficiently. During tax time it is always chaotic, but they make it easy! I highly recommend Sarah & her team!
Sarah Jones, CPA and Andrea Gray have been awesome to work with for my pool company! They very patiently answered questions, helped me get my books lined out, and got my taxes filed correctly! Best of all....they helped save me money! I highly recommend Sara Jones, CPA !
Sarah and her firm are amazing. I can?t say enough about her and her financial team. She has helped our company in so many ways. We wouldn?t be where we are today without them and we look forward to working with them in the future. Call Sarah Jones CPA for all your financial needs!
Sarah has been my CFO and tax advisor for 3 years now and has made my partners and my life so much easier. She has saved me a lot of money in taxes and has helped me structure my finances in the best ways possible. I highly recommend you give her the opportunity to help you as well.
We are delighted that Sara and Andrea are managing and overseeing our company?s finances, payroll, taxes as well as helping with strategic decisions. Assisted Living by Unlimited Care Cottages has been in service for over 25 years and we have never experienced the confidence and peace of mind we have now. Truly thankful!!
Sarah and her team have been creating order to our chaos of running a small business for the last 5 years! They have done an absolutely incredible and thorough job for us sorting through all of our expenses and filing our taxes properly. They have gone above and beyond for us each year, and we would be lost without them! Thank you so much! We appreciate y'all!
After many other CPA fails, Sarah walked through our door and we hired her on the spot and that has been one of the best business decisions we have ever made! Sarah has exceeded our expectations with her knowledge and her one on one financial guidance. Sarah and her team have been a tremendous help for us and we can not thank them enough.
Sarah and her team go above and beyond for their customers. Politeness, accuracy, and timeliness in your bookkeeping are critical to running your business and I feel relieved to have Sarah and her team.
I reached out to Sarah Jones and her team in 2022 with concerns of how my personal and business taxes/financials were handled by my previous accountant. A brief but thorough initial virtual consult was scheduled to assess my situation the next day. At time of consult it was quickly brought to light that my concerns were valid and to reconcile any possible risk and penalties the intervention of a dedicated and knowledgeable team was needed. Sarah and Andrea jumped into action and saved the day! I cannot e
Sarah and her team are amazing. They worked diligently on getting my taxes done and they were done in such a timely manner and beyond my expectations. If you are looking for a CPA Sarah Jones on League Line in Conroe is the place to go.
So happy I found Sarah Jones CPA. Her team is so detail oriented and really care about the health of my business. They have made me confident in my success as an entrepreneur, and are o flexible and understanding to my needs!
Great place to get your taxes and financial education done. Sarah and her team are very caring, professional, accommodating and knowledgeable about ALL the tax codes and laws. Could not recommend her more! Do yourself a favor and save time and money and go see Sarah Jones CPA!!!!
I can?t recommend Sarah Jones enough! She is and has the best tax accounting firm in the Houston and surrounding areas. I have been utilizing her knowledge and working with her for years. She is my Go-To for anything taxes and she should be yours too!
Sarah and her team are amazing! Knowledgeable, quick response time and very personable! I've worked with them for a few years now and recommend them to all of our Realtor clients.
Sarah and her entire team are amazing. They assist me with booking and tax services for three business and I could not do it without them. In my years of business, this is by far the most professional, friendly, and results driven team that i have worked with!
My experience with Sarah Jones CPA has been nothing but excellent. Anything that we need gets done in the most expeditious manner and each of their team members are always professional and I can say wonderful. I highly recommend them to anyone that needs support for their company.
Such a great experience. Sarah and her team are highly experienced and very helpful. This was our first time using a local CPA and it will not be our last. We love supporting local business that truly care about their clients, business, and personal needs.
Sarah Jones CPA and her team have helped us prepare our taxes and are always quick to reply to any of our questions. I highly recommend them!
I was stressing out & getting overwhelmed??Sarah took the time to simplify everything & show me it wasn?t as bad as I thought. I am so happy that I came here & grateful that I have someone working for my & my companies best interest. I highly recommend Sarah & her team.
Best service and response from my accountants in many years. In fact they found a way after looking at my QuickBooks to get us another $10,000.00 refund. Totally happy and confident in their services! David L.
Sarah Jones has an incredible and talented team that helps not only run our tax side of the business but helps push us to be a better business. They allow me to focus on growing my business while they take care of the rest! Call her today for all your tax needs and let her help take you to the next level. Thank you SJ!! Tommy Hauser Hauser Land Services
Sarah and her teams are phenomenal! They are knowledgeable tax planners not tax historians. They respond within the same day and are honest if they do not know the answer, but will quickly find it or a great resource who has it. I would recommend Sarah and her team to anyone!
Sarah Jones and her team are all Rock Stars! We wouldn't be able to be as efficient and effective for our customers if we didn't have their help, knowledge and assistance! We consider them an extended part of our team, and we are Blessed to work with them!
I had the pleasure speaking with Mrs Jones over video call about potential business questions. She informed me on some details that I never knew or thought of. After our call, I immediately asked for more info via email. Now I get weekly updates on my request for weekly tips Mrs Jones goes above and beyond in helping me and I would recommend her to anyone. Thank you Sarah Jones and her staff for the hard work and honesty you guys provide.
I highly recommend Sarah Jones and her team for all your CPA needs! I've used Deloitte for the past 15 years, but switched this year and glad I did. My tax situation was very complicated but she managed to organize and file everything with perfection to get me the best possible outcome. Highly exceeded my expectations!
Sarah and the team are AMAZING! This is the first year that we did everything completely ONLINE. It was a complete success! There was only 1 email for clarification on documentation. Their tax organizer form is very comprehensive and covers everything that prepares for all the documentation. We will be back in 2023!
Sarah & her team are the best! The best customer service. She has helped me so much. If you need any tax needs, bookkeeping needs, accounting, go see her!
My least favorite thing in the world is dealing with taxes but Sarah not only has saved me hundreds of thousands of dollars she has made it where I'm excited about the strategy and structures we have in place. I know without hesitation that personally and professionally I'm in the best hands possible. From taxes, to future planning, If it's taxes, she's not just plugging some information into a calculator and then popping out a number. She's methodical, up to date, and her and her team make sure the most
Highly recommend this firm. Sarah and her staff deliver a personalized solution to conform with the current tax code while maximizing savings.
Sarah and her team are leaders in their profession. They have provided our company with the greatest service that we could have ever imagined and we would recommend them to anyone out there looking for their services. You won't regret it.
Recently I've moved to Conroe from SW Houston and naturally I was looking for a new dependable CPA that is trustworthy and knowledgeable. After an online search I've contacted the office of Sarah Jones. Sarah came across as knowledgeable ands traight forward answering my questions. My return was ready within days . Highly recommend thier services. Thank you
From start to finish Sarah & her staff answered all our questions! They took the time to make sure we understood everything & made the self employment tax process a breeze! I can't recommend her enough! We will be long time Sarah Jones friends!
Last year was my first year with Sarah Jones CPA and their entire process was seamless. So glad I found this firm to help me and I look forward to our continuing relationship.
Sarah & the team at Sarah Jones CPA are phenomenal. From answering questions (even if you think they are silly), to catching stuff you never thought of, they make sure you are taken care of. Look no further for the BEST CPA around, you have found them with Sarah & her team!
Sarah is AMAZING! She made filing my taxes for the first year a breeze! Her office staff is the sweetest and always willing to help! I highly recommend using Ms.Sarah!
Sarah was super easy to work with. She got our stuff taken care of fast. Her and her staff are super friendly! Will definitely recommend her to anyone! :)
Sarah has done a great job with our taxes! She gives prompt, relatable advice. We will use her for all of our tax needs. Highly recommend!!
Sarah Jones did a great job with my tax needs this year! It was fast, easy and efficient! She?s very personable and wants to work with you!
Sarah has been amazing to work with! She?s incredibly knowledgeable and diligent with her work. She made this process that is typically so stressful, a breeze. I highly recommend using Sarah!
Sarah has been a HUGE help to our business. Starting with a new CPA is little overwhelming but she made it an easy transition!
Sarah is very on top of the tax laws. She knows how to maximize savings while at the same time making it easy to understand what she is doing. I have worked with many accounts in the past but Sarah has helped me far more than any of them
Sarah Jones has made everything a BREEZE with my business needs. She?s educated, and taken the time to explain every little detail. I would also like to add, everything is done in a timely manner! You definitely feel like a priority here.
Sarah and her agents are the best! They go above and beyond for their clients. The office is beautiful as well! We used another accountant in town and are so happy we made the switch? highly recommend!
We've only been with them a few months but we can say that Sarah's team is very professional and responsive to their customers. In fact, we've been so impressed, we've made several referrals for them to our own customers.
Sarah Jones went above and beyond to complete our business and personal taxes and take the time to explain, in detail, exactly how it worked. Not only is she good, she is kind, thoughtful and a joy to work with. Thank you again, Sarah.
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.