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Solberg Financial - Tax | Accountant | Consultant

Solberg Financial - Tax | Accountant | Consultant

Reviews Summary

The reviews consistently praise the exceptional service, expertise, and professionalism of the team. Customers highlight their knowledge, responsiveness, and ability to simplify complex financial matters, making tax and bookkeeping stress-free. Many appreciate the personalized, transparent, and caring approach, with clear communication and fair pricing. The team is repeatedly recommended for their thoroughness, efficiency, and dedication, often described as invaluable for both business and personal needs. Clients feel confident and well-supported, emphasizing trust and long-term satisfaction.

About This Listing

Bookkeeping
Accounting
Business Consulting
Financial Statements
Payroll
CFO Services
Tax Preparation
Tax Planning
IRS Representation
Sales Tax Compliance
Entity Structuring
Budgeting
Forecasting
Financial Advisory
Outsourced Accounting
Small Businesses
Individual Taxpayers
QuickBooks

Who Can Work with a CPA?

Individuals seeking tax prep, retirement planning, or financial advice
Small business owners needing bookkeeping, payroll, or tax compliance
Freelancers and contractors with 1099 income or complex returns
Couples planning finances together or managing joint returns
Investors with capital gains or rental property income
Anyone looking for year-round financial guidance and peace of mind

*Note: CPAs may specialize in different areas. Be sure to check credentials and service offerings.*

First-Time Clients

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.

What to Know Upfront:

Documentation Bring your most recent tax returns, income details, and any financial concerns
Availability Appointments fill up quickly during tax season — book early if possible

*Note: Every CPA operates a bit differently. Don’t hesitate to ask questions before committing.*

What to Bring

Government-issued ID for verification
Tax documents (W-2s, 1099s, investment summaries, etc.)
Receipts or logs for deductible expenses, donations, or mileage

*Tip: Organize your documents in advance to save time and ensure accuracy.*

Preparing for Your Appointment

Write down any financial goals or questions in advance
Check if your CPA offers virtual sessions or document uploads
Bring a notebook or use a notes app for key takeaways
Know your deadlines for filing, payments, or compliance

*Note: Preparation helps you make the most of your CPA’s expertise.*

How to Get Started

Use our directory to find highly reviewed CPAs near you. Reach out directly to schedule your consultation.

Other Helpful Info

Many CPAs offer both in-person and remote consultations
Fees may be flat-rate, hourly, or based on service complexity
Some CPAs specialize in industries like healthcare, real estate, or tech
Check for client reviews and credentials (CPA license, EA, etc.)

*Note: Every CPA is different — take time to find one who fits your goals and style.*

Features

Bookkeeping
Accounting
Business Consulting
Financial Statements
Payroll
CFO Services
Tax Preparation
Tax Planning
IRS Representation
Sales Tax Compliance
Entity Structuring
Budgeting
Forecasting
Financial Advisory
Outsourced Accounting
Small Businesses
Individual Taxpayers
QuickBooks

Contact Information

Address

25019 Cheshire Ridge

San Antonio, Texas 78260

Visit Website Call Now Get Directions

Hours

Sunday Closed
Monday 9AM-5PM
Tuesday 9AM-5PM
Wednesday 9AM-5PM
Thursday 9AM-5PM
Friday 9AM-5PM
Saturday Closed

Customer Reviews

I cannot even begin to explain how much Robert, Dustin, and Solberg Financial have helped our small business. We run a great small business but are by no means financial experts. We found Robert and his team during a point when we were very unsure of what to do next (mainly due to issues from the other accounting firm we worked with which MAJORILY messed things up) and they were so incredibly helpful. Robert took literally hours to explain our situation in terms we understood, explained plainly what need

I've had the pleasure of having Solberg Financial as my CPA for the last few years. And the service I've received from Robert & Dustin has been top-notch every step of the way! Every task I threw their way, they've handled promptly & professionally! I've gone to them for bookkeeping, payroll, business tax filing, personal tax filing, entity creation, advice, and so much more and I wouldn't change a thing! Unlike the popup tax shops you'd find at Walmart, Solberg Financial really takes the time to get to k

Robert is a true professional and a great listener. He was able to give us some great advice on our accounting needs and we look forward to working with him and highly recommend his services.

Rob's availability and willingness to answer any questions I have are of great importance and value. His expertise regarding his guidance is appreciated, as he lessens my angst with recordkeeping and tax issues. I would highly recommend him!

Very helpful and knowledgeable - nothing seems too difficult for these 2 guys. We immediately felt a connection because they constantly spoke about making our back office easier and run smoother. Each meeting we have with Dustin and Robert is productive and has us moving forward and relieving stress. Would highly recommend. Thankyou Solberg!

Robert is exceptional. He is very knowledgeable and treats my case with the utmost care and dedication, as if it were his own. He is transparent in his work and consistently keeps me updated. His pricing is fair, making his services an excellent value. Highly recommend!

Starting the second year of doing business with Solberg Financial and am very happy with our relationship. Always prompt with his follow up and easy to communicate with.

Very fortunate to find Robert and his team. He has been the answer to a lot of small business problems I have been having. They are knowledgeable and care a great deal about understanding your business and even you on a personal level. They started saving me money immediately and I have a new level of confidence knowing they are on my team. 5 stars are not enough! I gained a CPA and a friend!

Rob is very knowledgeable and easy to work with. He has been very helpful in maximizing personal and business tax returns and simplifying my accounting. He?s straight forward and fair with his pricing. There are no ?surprise? bills like I?ve had with other, way over-priced accounting firms I?ve used in past.

Rob and his team are the professionals every business owner needs. This team is personable, knowledgeable, straight-forward, and easy to talk too. Recommend teaming up with Solberg Financial!

Solberg Financial and specifically Rob are exceptional to work with for our business and personal needs. There is consistently prompt, accurate, and helpful responses anytime an inquiry is made. Solberg Financial ensures timely filling and helps to establish systems which confirm information is easily captured and we are able to maintain the highest level of compliance. I would highly recommend Solberg Financial as they consistently deliver an exceptional experience and service. Thank you Rob!

Solberg Financial made doing my taxes so easy and stress free. I am self employed so my taxes are more complicated than some and I was so stressed trying to figure out how to do them by myself. When I discovered Solberg Financial, I didn?t have to worry about anything at all! I would recommend them to anyone. Hands down the BEST and most trustworthy financial group I have ever had experience with.

Great company to work with; especially Dustin Pruett. Thank you for everything!

Robert is absolutely amazing at what he does. He has gone way above and beyond for my business and I couldn?t be happier about it. I will always recommend Robert for tax and bookkeeping needs! Polite, professional, thorough, thoughtful, friendly, passionate, compassionate and caring are all words I would quickly use to describe Robert and his services. Do yourself and your business a favor and jump on board!!

Rob is exceptional! From Mazuma, LS Bookkeeping, and DIY QuickBooks Solberg Financial is by far the most knowledgeable, fastest response time, insightful bookkeeping services I've found. Highly recommend Rob and his Solberg Financial Bookkeeping Services!

Robert is so knowledgeable and professional. He has been invaluable to our business in a short amount of time. Would highly recommend his company for all your bookkeeping/accounting needs!

Robert is great to work with and really knows his stuff. Excellent communication, he can bridge the gap between expectations and results. Thank you.

Rob is wonderful. He has helped my parents with their business and is now helping me to set up an LLC. He makes things very simple. Highly recommend! :)

Rob is wonderful to work with very knowledgeable in many areas. Love that we have an extra pillar in our business when we need guidance. I highly recommend him!!

Rob is great! He listens attentively and offers great advice. You'll be in good hands with Rob, he's always on it!

Dustin answered all my questions. He was very informative. Very easy going to talk to.

Rob is efficient, knowledgeable and personable. So far he?s ran circles around the other professionals we?ve used and in record time. I highly recommend his services!

Robert helped us establish our LLC and EIN number for our tax?s. He is kept in communication with us. Walked step by step with us what was going to happen. Definitely recommend him.

Responsive, communicative, and knowledgeable. Definitely worlds better than the previous CPA service we engaged. Thanks, Rob!

Robert is extremely thorough, personable, and professional. Couldn?t recommend his services enough!

The best CPA around! Super easy to work with and very fair pricing.

Very good experience !!! Robert is very helpful and knowledgeable and quick to answer questions

Super helpful, great communication, will go back and recommend all friends :)

Great service, fast and painless! Highly recommend Rob Solberg and his company!

Always a pleasure and a good time! :)

Helped me to organize all my documents and answer all my questions.

Frequently Asked Questions

What qualifications should I look for in a CPA?

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.

How do I find a CPA in my area?

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.

What’s the difference between a CPA and an accountant?

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.

How do I know if a CPA specializes in my needs?

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.

Should I check a CPA’s reviews before hiring?

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.

How can I verify a CPA’s license?

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.

What questions should I ask during a CPA consultation?

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.

How much should I expect to pay for a CPA’s services?

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.

Can I work with a CPA remotely?

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.

How do I assess a CPA’s communication skills?

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.

What red flags should I watch for when screening a CPA?

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.

Should I choose a CPA from a large firm or a solo practitioner?

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.

How often should I meet with my CPA?

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.

Can a CPA help with both personal and business finances?

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.

What should I do if I’m not satisfied with my CPA?

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.