*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.*
26606 Cook Fld Rd Ste 200
Katy, Texas 77494
Shikha and her team are wonderful! I?m grateful to find a new CPA. Firstly, the platform they utilize is perfect. It?s easy to navigate, easy to upload documents, secure, and makes communication with the team super easy. It makes signing the return and paying them easy as well (yay for technology!). Secondly, they do what they say. I was quoted a price range, and I paid on the lowest end of that estimate despite a pretty complex tax situation. As promised, my return was done on time. Shikha was easy to get
I have been getting my taxes done by Shikha for last 2 years. She and her entire team is very professional. Always prompt in responding on any kind of tax related questions. I will recommend her 100% to anyone. Thanks
Tax services rendered by Shikha are par excellent. I have been in touch with Shikha for the past 4 years and have found her always ready for extending the helping hand and ready for all tax issues. Her thorough knowledge of the subject solves the problems with ease. She is always ready to answer all of your queries. I highly recommend working with her if you are looking for hassle free and top of the line services.
Had a great experience with this CPA! The service was quick, efficient, and very professional. They made the whole tax process smooth and stress-free. Highly recommend!
Shikha is a fantastic Tax professional. I reached out to her out of the blue asking for help on a complex notice from IRS on a very tight deadline. She clearly explained to me her strategy which comforted me almost immediately. Her clarity of thought and expression is very appreciable. In the end, she delivered a thorough package taking into consideration each and every detail. All of this was done in 2 days as I requested for it. I?m very happy with her service and would definitely recommend her services t
I had the privilege of working with Shikha and her team recently, and I must say that my experience was nothing short of exceptional. From start to finish, they exhibited a level of professionalism and expertise that truly sets them apart in the industry. From the moment I reached out for their services, I was impressed by their prompt response and willingness to accommodate my needs. Her team not only demonstrated a deep understanding of tax and financial matters but also had a remarkable ability to commu
I had the pleasure of working with Shikha and her team. As a small business owner, my primary concern was finding a CPA who could patiently guide me through the intricacies of tax implications and help establish an efficient accounting system. I am delighted to share that the support I received from Shikha and her team was exemplary, and their services were not only top-notch but also competitively priced. Without a doubt, I would wholeheartedly recommend her services to fellow business owners seeking exper
I have worked with Shikha and her team since 2021. She take ample time to explain everything to you. There have been so many times that I message her to hop on a quick call and she is ensures that it happens. Also, there?s always email reminders that go out for taxes and S-corp information. Their app to upload and manage documents are great as well. I don?t hesitate to refer any of my family members or friends to her.
This practice is knowledgeable, meticulous and timely. We have utmost trust in this practice and the staff. Look no further for your tax and payroll needs.
Shikha and her team are great to work with. This is the first year I have worked with them and they have been very professional, on time and keep you focused on the important issues. I had a tight timeline with a more complicated return than prior years and her team was an excellent choice. They were helpful, kind and kept me up to date through every step. I highly recommend them!
Best of the Best! Shikha made me feel so comfortable with filing my taxes. Took the time to explain and build a spread sheet for my business. She also made it possible to file personal taxes for me and my wife. She also provides more services that my business will require. I cannot say enough on how thankful I am to her and her office for helping me. She is highly knowledgeable and highly recommended.
Shikha is the best CPA we worked with. This is our 2nd year doing tax with Shikha, she helped us with our tax planning and return. Very knowledgeable, responsive and friendly. Shikha takes her time listening to our needs and answer any personal and business taxes questions. I highly recommend choosing Shikha Varshney office for your tax needs.
Very prompt and efficient. I had the entire team working on my case. I contacted Shikha Varshney, CPA and within a week she and her team resolved my tax issue and filed my extended tax return due. I have finally found a CPA I can trust. Will recommend her to family and friends.
Shikha demonstrated professionalism and expertise in filing my IRS returns. Her attention to detail ensured that every aspect of my financial situation was meticulously reviewed and accurately reported. She was knowledgeable, approachable, and took the time to address all my concerns, providing clear explanations and guidance throughout the process.
Shikha and her team are through professional and great to deal. She had my son's ITIN application, two years of tax returns filed and also gave me good ideas how I can save money and get refunds per applicable rules. 100% recommended.
I had a wonderful first experience with this company. They were very patient and professional and are excellent at what they do! I highly recommend them!
I had a great experience with Shikha. She is very methodical, diligent and willing to spend time with her customers to go over details. I would highly recommend her.
Shikha and her team were wonderful. She was an absolute professional and very patient with us. We have had a difficult time sorting through bad tax advice and finally getting our taxes filed. She was kind and understanding every step of the way. We are very appreciative!
It has been a year working with Shikha for our income tax. She keeps herself updated with tax rules and regulations. It is satisfactory to get the accurate consultation of each query. Easy to reach. Her dashboard is very user friendly and easy to share documents.
Shikha is one of the best CPA's with excellent knowledge and experience. She is very easy to work with and always goes extra mile to make sure her customers are fully satisfied and happy. I would highly recommend Shikha for any Tax, compliance and payroll related work.
Shikha is professional accounting service provider for families and businesses.Her knowledge and experience about IRS tax filing is exceptional. Besides all she work with you to achieve business goals.
It was Covid19 and all business were closed including my old CPA. Shikha opened door not for business but just to help to get my stimulus money on time. Shikha is one source solution for anyone looking for filing family tax returns or business. She is resourceful, knowledgeable and time saver.
A thorough professional service company, Shikha Varshney CPA PC provided me the required information and services to help me file my taxes. Their knowledge on the process, documentation and fee is all in line with the industry and you do not need to research the market or take a second opinion. Shikha Varshney is easy to approach and help you from the beginning until to have physically received the tax refunds in your hand and even after. A definite suggestion for any one planning on moving to file taxes in
Shikha really helped my family to start our own business. She is very knowledgeable and professional. I would give her 10 stars if I could!
Best CPA you can find. I would highly recommend using Shikha and her team. Great communication, professionalism and expertise. Thanks again!
Shikha is very knowledgeable and professional. Always available to answer my questions. You can count on Shikha for any of tax related issues. Thank you.
Highly recommend this firm. Shikha and her team are prompt, professional and organized!
Quick and easy process. Great knowledge. Experienced. Highly Recommended. Helpful.
Fast and accurate service. Very pleased with the service.
10/10, made filing for my first time a breeze, will be back
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.