*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.*
2170 Buckthorne Pl # 240
The Woodlands, Texas 77380
Second Mile Financial Services is a great company. I used them for year-end tax preparation and the team is very professional and competent in their work. The team is attentive and help you better understand the decisions you have to make for yourself and your tax needs.
Found Second Mile Financial when I needed a tax preparation team I could trust. Michael is an extraordinary person who truly cares for the clients, and the team is professional, competent and well-versed in their knowledge. Debbie the front office manager is a blessing and a joy! When I've sought their help on questions I've had about future planning their competence made me safe and I knew I would be able to make better, more discerning decision for my present and future.
Second Mile Financial Services has been our Cpa and Tax consultants for our personal and business taxes. Their staff is friendly, compitent and quick. We would gladly recommend them to others needing their services.
I am so thankful for Second Mile Financial Services. They are very professional and make me feel welcome and valued. I appreciate their kindness, helpfulness, and willingness to go the second mile.
We have been using Second Mile for the past 3 years for Personnel Income Taxes. They have bee very quick to respond to questions an helpful. Dave
So far, my experience with Second Mile Financial Services has been very positive. They have been very professional, personable, communicative, and supportive through the process and preparation of filing my taxes. I feel confident that they will go above and beyond to make sure that my taxes will be filed accurately and with my best interests in mind.
I have been using second mile for years. It has been a great experience while doing my taxes. I always appreciate there assistance.
Second Mile CPA is one of the most professional companies I have had the pleasure to work with. The entire company is full of wonderful people who really care about their clients.
We like working with Second Mile Financial Services. They are easy to work with and they have been able to help us with everything we asked for. We use them primarily for taxes and they work with the government if there is a problem.
Second Mile Financial Services does a great job of handling my tax filings each year. They are diligent while also getting my tax return completed in a timely manner. I highly recommend these professionals.
Second mile took over the firm from my previous tax preparation company. I am very happy with their service and eye for detail. The team is friendly and easy to work with. I highly recommend them.
Thank you, Second Mile Financial Services, for your help with my tax problem! Specifically, John Wesevich, COA, CMA for taking the time to understand my issue fully and then to resolve it with the IRS. John, your expertise saved our family thousands of dollars and a lot of stress. I cannot thank you enough for seeing this through and working with the IRS on my behalf. I highly recommend this firm for all tax needs!
Second Mile Financial was recommended by my parents. I needed business taxes to be prepared and I meet with them. They were very friendly and professional. They were fair with pricing and they offered ease of uploading my quick books for the submitting of the company paperwork, very happy.
Mr John and his accounting team are so very accommodating to our company?s needs. They provide resources that are helpful in us being successful. We have a great rapport with the team, which allows me to feel comfort when contacting them for any matter. I love their sense of urgency of calling me back within an 8 hour day! Highly recommended to anyone needing their services!
Second Mile is always professional and timely. They do a great job of keeping you informed of the status of your tax return and are always quick in answering questions and addressing any issues we might have.
This was our first year to use Second Mile Financial Services LLC. We had previously been with David McKinney for several years. The team at Second Mile was super efficient and great to work with! Thank you for turning around our taxes in a timely manner and we look forward to working with you again next year!
The Second Mile Financial Services Group is amazing, professional, and reliable. They have helped me through some very stressful times.
Second Mile bought the accounting firm of an old friend who is now deceased. I wondered if I would get the kind of friendly, prompt, and affordable service from Second Mile that my husband and I had gotten from David over all the years that he had helped us. To my great delight, I got all that and more. Thank you Margarita and staff for all your wonderful help! I sincerely appreciate all you did for me.
I have been using second Mile for years. They have been instrumental in helping me manage tax with my business and personal. I have sent friends to them. Highly recommended!
Second Mile Financial Services simplified our returns and did all the leg work for my family?s rather unique circumstances. Highly recommend!
Topnotch services for the tax preparation whether it is for individual or franchise business financial needs they will do it all for the very reasonable charges. I have been using their services for last few years, Miss Debra at front desk is very helpful and answers your questions in a timely manner.
I was very pleased with the outstanding service I received at Second Mile Financial services. I have confidence that my taxes are in good hands with quick outcome.
Second mile has done a great job for me. They always provide a professional service and availability anytime I need them. I really appreciate their quick response when I have questions.
Like part of our Family, guiding us through the financial endeavors. Thank you ALL!
Great service for tax filing and preparation, very helpful with evaluating tax options/advantages based on options that fit your situation. Easy to communicate with and quick to reply. Secure portal system for managing documents, communication, etc. Highly recommended.
They are great to work with. Very professional. They respond quickly to any questions I may have. I feel comfortable that my taxes are in good hands with them.
Second Mile did our tax return and it was the smoothest process. Their team was knowledgeable and professional.
We have been very satisfied with the service from everyone at Second Mile Financial. We highly recommend them.
We?ve used this firm for several years and appreciate their quick responses and professional manner they always use. We are treated very well and have never had any issues.
This tax firm has always done a great job with our taxes. They are fast and efficient and charge a fair price.
Fast, friendly, accurate and saved me a ton of money, will be using them again for my personal and business tax returns.
They have done my mom and dad's taxes for years and we wouldn't use anyone else! So easy to work with!
They are very responsive and very knowledgeable.
We are very satisfied with the work of Second Mile Financial Services.
Pricing was incorrect at first but they made it right. Friendly service, very responsive.
Great fast service. Been using them for years!
Outstanding business to work with. On time preparation of personal taxes and business taxes.
Very friendly and professional
Friendly and professional.
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.