*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.*
8350 Ashlane Way #104
The Woodlands, Texas 77382
We've been working with Sarah since moving to The Woodlands during COVID, and she's been amazing! She helped us with tax ID numbers for our kids and later guided us through setting up a business. While we've mostly used her for personal taxes, her knowledge of business taxes is also excellent. Sarah is always professional, knowledgeable, very helpful, and easy to work with. Highly recommend!
We came to Sarah in a bit of a mess and she promised to get us straight, which is exactly what she has done. We trust her - she is knowledgeable, helpful and a real pleasure to work with. In addition, Sarah and Fran are very patient with us - we are not the most organized but they help us stay on track! We would have no hesitation recommending their services.
I was referred to Sarah by my fianc?e, who has had consistently positive experiences with her in the past. This year?s tax return process was incredibly smooth?Sarah took the time to walk me through each step and made everything easy to understand. Overall, excellent service and a pleasure to work with!
I highly recommend SB Accounting and Business Services. Sarah has been doing our trust and personal taxes for about 15 years. Sarah is very smart, professional and meticulous. She clearly answers your questions and helps guide you through tax prep processes you may not fully understand. We love her!!
We have been using Sarah, SB Accounting, for over 10 years for our business and personal taxes. We appreciate her work so much! She is incredibly organized, very responsive, has a super easy to navigate website, and even gives advanced info on the next tax year (for example my son was turning 17 and that changed the amount of a particular credit). She has worked with us through times of booming business and slower seasons- we absolutely trust her, and are thankful for her thoroughness and attention to deta
I had a fantastic experience with SB Accounting and Business Services, PLLC. Their team was professional, detail oriented, and incredibly responsive. They made the entire process smooth and stress-free, delivering accurate results on time. Highly recommend for anyone seeking reliable and knowledgeable financial support.
We're ex-pats, and Sarah was able to assist us doing our Nonresident Taxes. Incredible service, professional, and clear communication from Monica. Sarah kept money in my bank account. Thank you for your help, we look forward to working with you again, and again.
I've relied on SB Accounting for my tax needs for over a decade, and I'm consistently impressed by their professional and efficient approach. Sarah's deep expertise and genuine passion shine through in her work. It's a huge relief knowing she handles all my complex financial matters ? including investments, real estate, and foreign accounts ? flawlessly, as evidenced by my perfect record with the IRS.
Sarah and Fran are always a pleasure to work with. They are very responsive and thoughtful in terms of answering my questions and ensuring reasonableness and accuracy. I will continue to use them and recommend to others.
This is my first year working with SB Accounting for our federal return and it was a great experience. Sarah and Fran are wonderful to work with-patient, professional and knowledgeable. Thank you so much and I look forward to working with you again next year!
Used Sarah and her team for the last two years. Extremely knowledgeable about how to handle our Canadian assets as well. Would highly recommend.
I had the pleasure of working with Sarah Besuegli for my 2023 tax return, and I couldn't be more satisfied with the experience. Sarah's professionalism and expertise were evident from the start. She made the entire process stress-free with her clear communication, explaining every step in detail so I knew exactly what to expect. Her attention to detail and thoroughness gave me confidence that my tax return was in the best hands. I highly recommend Sarah to anyone looking for a knowledgeable and reliable CPA
I am a small business owner offering editing and writing services, so my strength is definitely not math and accounting. Sarah got me started with QuickBooks and has helped me stay on track for over two years. She has the expertise to solve accounting problems and quickly achieve correct results. Sarah's pricing is fair and transparent, and the amount I spend on her is less than the cost of my time trying to figure out my books. Sarah is lovely to deal with and so pleasant on calls that you can even look fo
Sarah was a pure joy to work with during our ITIN and 2023 tax filing process. Not only was she extremely professional, punctual and knowledgeable, she went above and beyond during and even after the daunting task of taxes and unknown territory of the ITIN process. We cannot recommend her and her firm more!
I have used Sarah?s services for my tax preparation for the past 10 years. It?s a huge relief to know that someone so capable and experienced is handling my taxes, which is always a stressful thing to do on your own. She is very quick and accurate and communicative and never hesitates to answer any questions that I have about my returns. I?d recommend Sarah to anyone and everyone.
Sarah has been a wonderful help for us since moving to Texas. She managed our family tax returns as well as helping me to register my own business and complete all of the checks and forms. She is always happy to answer questions and is easy to work with.
Sarah is wonderful! She is both a great accountant, and an incredibly kind and patient person. Really gives you personalized service and is very reasonably priced. I was very happy to find her.
Sarah was recommended to me by a friend, after I had just moved to the US and needed an urgent advice regarding my tax situation here, dealing with foreign clients. She answered all my questions in detail and took this worry away from me. We discussed my general situation in a follow-up meeting, where again here experience with other expats and profound knowledge about the special situations proofed to be very beneficial. I'm would definitely recommend here to others - as long as she has enough time to supp
We have used SB Accounting and Business Services for our business and personal taxes for several years. We trust her experience and she is always on top of the pressing issues so she can advise strategically. Highly recommend!
We are newlyweds that started a business this year. Sarah was so helpful in explaining the steps of what was needed on our taxes with all of the change we experienced this year. She was patient in teaching us and took her time to find us every deduction there was. We will be using her again for sure!
SB Accounting has been our accountant for 3 years now. We are business consultants and work in different states and countries on a regular basis. The team there at SB make this a simple and cost efficient process every year. When we do have questions or the tax agencies have questions, Sarah is always seemingly online or answering our calls. We can?t say enough about the personal attention and professional service of the team at SB.
Sarah and her assistant are easy to work with. Great service, great communication, reasonably priced, and quick turnaround. Sarah knows her stuff!
My husband and I have been using SB Accounting for years and are consistently happy with the results. Sarah takes time to listen and helped us formulate a great plan for retirement.
Sarah Besuegli, SB Accounting and Business Services, PLLC provided outstanding service on my tax preparation. Easy friendly service, quick accurate results, I could not ask for anything else. Guy Hulsey
My mother referred us to Sarah, and it was a great experience. I loathe doing my own taxes. Going through Sarah was way easier, and at a good price for CPA services.
Sarah was great this is the second time she has done my taxes for me, it does take time for her to do taxes since she is so busy but will get the job done. I appreciate what she does for me.
First class service and experience. Simple, straightforward and professional, exactly what you should expect. Sarah is great to work with.
SB Accounting and Business Services, has been of tremendous service in navigating complex tax issues and estate planning. They are responsive, patient and thorough.
Excellent services. Sarah is super professional and had helped with my taxes for 5 years now. Highly recommend.
She was really good. I applied the ITIN for my daughters during the Covid time and the process was smooth.
Great experience. Was able to quickly resolve my concerns and get me on my way without tax clouds hanging over my head.
Excellent service. Helpful and knowledgeable. Went above and beyond to assist.
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.