*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.*
10208 Venita Cove
Austin, Texas 78733
I have been a customer of Scott's for the last 12 years and I have to say his services are second to none. Scott and his staff are very friendly, professional, and extremely knowledgeable concerning their business activities. They always go the extra mile to insure prompt, efficient, and professional customer service and are very conscious of your personal requests and needs when you are trying to meet deadlines. I recommend their services to all my friends who are looking for financial and tax services
Scott has been doing my personal and business taxes for many years. I have and would recommend him very highly. He is very knowledgeable about taxes and financial issues. He is always professional and stays on top of things. I trust him and never have to worry.
I neglected some IRS matters for a few years and was getting very nervous when the notices began arriving in the mail. Scott took the various documents I had and made sense of them, and prepared the needed returns. I was frankly surprised that the liability was relatively low and I was greatly relieved to have the returns done. I'd have never been able to get through this mess without Scott's help. His work is excellent and his fees are reasonable. Scott is knowledgeable in tax areas and is easy to tal
I started working with Scott Schaubhut and his team (Deborah and Heidi) in 2014, after my husband unexpectedly passed away. We've worked on long and short term goals, beneficiary accounts, hurricane property loss, income taxes, and consolidation of numerous accounts. Despite many challenges, Scott has always been able to find great solutions and provide me with thoughtful options. I highly recommend Scott and his team. They're great at what they do!!
If you?re looking for a CPA who is knowledgeable, honest, personable and professional, then you?re in the right place. After years of anxiety and frustration, I finally found someone who was able to help me as a young, inexperienced Independent Contractor. Scott was patient, available and present in walking me through everything I needed moving forward. After our first consult, I was finally able to breathe. I highly, highly recommend Scott Schaubhut!
Scott has been such a treat to work with over the years, and always has your best interest in mind. I would recommend Scott to anyone that is looking for a reliable CPA that has truly perfected his craft. Thanks for everything that you have done for me, Scott. You rule!
I hired Scott to handle my business' taxes as well as my personal taxes and a minor back tax issue/error. He's a pleasure to work with, does excellent work, and caught that I overpaid the previous year by ~$1,300. Most importantly, I trust him. Definitely recommend for personal taxes, business taxes, and financial advice.
Scott has been my CPA for years.Thorough, great tax expertise, conscientious, expedient, and a great guy to work with. Staff is all that as well. Highly recommend!
Scott Schaubhut and his staff are extraordinary to work with. Never too busy to take our call. Saved us countless money on taxes, getting us a refund when not expected. We are thrilled.
I have been using Scott for my personal and business tax returns since 1997. He's the best! I now have my mom and mother-in-law using him as well.
Scott and team are great. Professional, responsive, and smart. I highly recommend.
Scott was very helpful, professional, and timely. Great experience!
Courteous service. Attention to detail. Fast turnaround. Knowledgeable.
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.