*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.*
29810 FM 1093 SUITE D
Fulshear, Texas 77441
I have been using Sessions Hearon & Associates for several years now, and I cannot recommend them highly enough! From the very first consultation, their team made me feel at ease with their professionalism and expertise. They offer clear, concise guidance and take the time to explain every detail in a way that's easy to understand. Whether it's tax preparation, financial planning, or business consulting, their knowledge and dedication are unmatched. They are always responsive and go above and beyond to ensu
As a new business owner, having a great CPA was important. Susan and her team has been incredible! Thank you for your service!
Sessions Hearon & Associates is always there for me with all of my tax needs. Gives me vital individualized attention and helps me get the small business tax task done in time!
This is the second year I used their service and have to say the first time was a good experience. Filed my tax returns 2022 and 2023. Second time around seemed like I was bothering them. Candice was the same person to help. I emailed her several times and when she didn?t respond I called to check on my returns. She answered and gave me attitude and provide a weak response as to why my taxes weren?t filed. Once she filed them she sent me an invoice. Which was higher than original quote. Again my tax return
I love working with Susan because she makes everything very easy for me to understand she respects where my business is at and gives me very helpful suggestions to help my business move forward. Most importantly she helps me see the bigger picture as far as taxes go and I feel she totally gets me personally and as a mom. Of course she helps us most of all avoid paying unnecessary taxes, while keeping us in line with the taxes we do need to pay. And I absolutely love having someone local I can trust with my
I have known Susan for years as we worked together as board members for the same non profit Texas Retailers Association where I came to know her professionally and personally. I highly recommend her as her knowledge in the tax world is extensive and she strives to find the best solution for your needs. I since have chosen to use her services in my own business and she has proven to be an asset. It was the right choice. Highly recommend.
Susan has been such a help with my two businesses and personal taxes. She?s up to date with tax laws and regs that keep me complainant and helps save on taxes due. Very friendly and personal.
I?m small business owner and I had a some issues in my last 2years business tax return and financials , I asked miss Susan for a help and she did great setup for me and I?m very appreciative her for her amazing job. She is professional and when she gets to work you don?t need to be worried about anything. Check it out and let me know, you can change or fix it.
Susan and Candice have been an amazing asset to our financial management. They are professional and take the time to accommodate your needs and we highly recommend their services.
Susan is a pleasure to work with. She did an outstanding job working with the George Ranch High School Band Booster Club. When I contacted her initially to determine if she would be the right fit for our group, I found her to very warm, personable and knowledgable. She was very patient and throughly answered our many questions and kept in regular communication during the preparation of our tax return. She is a consummate professional and made the process smooth. Our group looks forward to working with
We own a new business. Susan has patiently gone out of her way with helpful advice and explanations of what we need to do to get our business up and running smoothly. She is a wealth of industry knowledge.
Susan Sessions is an amazing CPA, she is super attentive to her clients and ensures everything is timely and organized. Her firm is so easy to work with and her staff is delightful. Highly recommend!
Susan has been a great help to our 501 (3c) organization and taking care of making sure we are covered and filed correctly. I would recommend her services to anyone needing help with their organization.
Finding a CPA is hard enough. But finding a trustworthy CPA that has roots in the community, and will be there next year for me, and spends the time to understand my business, and get the taxes done on time and under budget? INCREDIBLE! Great job, ladies, and we hope to see you again in March!
My father and I have been a happy clients for over 2 years. Susan is responsive, attentive and meticulous. Highly recommended !!
Totally professional, courteous, responsive and knowledgeable. It has been a pleasure working with Susan, she is easy to work with, a good communicator and solution oriented.
Susan was very helpful and getting are taxes done for us. she was highly recommended from a friend of ours through our jeep club . jeepers helping jeepers here !!
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.