*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.*
3000 Joe Dimaggio Blvd Suite 58
Round Rock, Texas 78665
Our family highly recommends Natalie Steadman of Steadman Tax Services in Round Round for all tax preparation needs. We can't say enough good things about Natalie's expertise in getting top dollar returns, her professionalism, attention to detail, responsiveness and compassion. We have trusted our financial matters to her care for over five years and can honestly say she has our best interests at heart. Natalie made sure to see through our financial security when my husband passed away earlier this year whi
Steadman Tax Services has been my trusted CPA firm for years, and even after moving out of state, I wouldn?t dream of going anywhere else. Their expertise, attention to detail, and genuine care for their clients set them apart. They make tax season stress-free, always ensuring everything is handled thoroughly and efficiently. The team is professional, responsive, and incredibly knowledgeable, providing insights and guidance that go beyond just filing returns. It?s rare to find a firm that combines top-tier
We have been very pleased with Steadman Tax Services. Again this year, the tax work was done very timely. The staff is always very helpful, and support on the phone is quick and to the point. We would definitely recommend Steadman and her staff to anyone needing professional tax services!
I almost never leave reviews but feel compelled to talk of my experience with Steadman. For context, I had used an independent CPA for years and when he deservedly retired, his clients were handed over to a larger firm with multiple offices throughout the country. Suffice to say, the days of quick replies and a personal touch were gone. I dealt with them for a few years but upon receiving my engagement letter at the start of 2025, I was presented with some kind of subscription nonsense for their services
We love Steadman Tax Services! They are quick and efficient and so friendly. They take good care of you, It's a shame we only see them once a year!
Caden is a professional tax specialist, and my wife and I really needed his help in getting our complicated joint taxes done this year with more than the usual attention to filing details. Really convenient & secure document uploading + review of your completed tax filing. Many thanks Caden & Linda - really appreciated your help. Ann & Marty
Set clear expectations on timeline of getting my tax return prepared, answered all questions regarding taxes. Handled my complex tax return involving multiple tax authorities, multiple rental properties, and stock capital gains. Very Satisfied with Steadman and specifically Caden!
Saved us from a terrible experience with another tax person. Made the whole experience simple, and easy. We will be using for years to come and be recommended to anyone in need of tax services across the country!
We?ve been with Natalie for years And we highly recommend Steadman Tax services We?ve moved In and out of different states, Sold different properties, Had probate to contend with as well as other situations that she has handled seamlessly.
Very professional & organized firm, we look forward to many future years working with them on our personal & company accounts. Natalie has been very helpful in keeping us updated on all State & Federal reporting requirements
I work for a nonprofit that has been a long-time (12+ years) customer of Steadman Tax. They are extremely knowledgeable and professional, and no matter who we interact with, the customer service is always fantastic! I am always impressed by their attention to detail and their ability to explain complex financial matters in a way that is easy to understand. I highly recommend their services to anyone in need of accounting assistance.
We've worked with Caden at Steadman Tax Services for the past two years, and he has been fantastic. My husband and I have multiple real estate LLCs, receive several K-1s and 1099s annually, are partners in another small business, and also have W-9 income ? so our taxes are anything but simple! Caden has always been incredibly patient, even when we're close to the deadline and have to file extensions. I really appreciate his thoroughness and the helpful reminders he provides to keep us on track. Highly recom
Steadman Tax Services has been doing our taxes for years. Thought out the years, Natalie and her efficient team including her assistant, Linda, have guided us through another year, including full retirement. We could not be more pleased with their attention to detail and knowledge. Most of all they treat us like family every time we visit or call. Their advice has been and is priceless. JGP & GTS
Natalie was recommended to me by my financial advisor several years ago and I've stuck with her ever since. I appreciate her knowledge, how she continues to improve the tax preparation process. Natalie's fee is quite competitive and she can be called upon throughout the year with whatever tax questions I might have. Thus far, I've never been asked for additional money. I'm going to stick with her.
We have used Steadman for 3 years now and have been very satisfied with them. We have a rental home business and this last year my deceased mom?s tax return and her trust return also. Steadman handled everything expertly. They are easily accessible and knowledgeable about every question we had.
This was the first time we used Steadman Tax Services and they did a great job for us. They were very professional and prepared our tax return without a hitch. They made the entire process stress-free and we certainly recommend them to others looking for a local option for tax preparation.
Natalie and her team are absolutely awesome. While I am a CPA myself, my own expertise falls outside of personal tax. Natalie continues to guide me in federal and state tax reporting, across a number of state reporting requirements. While I have a fairly complex personal tax situation due to investments in a number of states, from K1s to MLP's, Steadman Tax Services has given me confidence and accuracy in federal and state tax reporting, along with guiding thoughts for future tax planning. I rely comple
Natalie is an amazing CPA. Extremely knowledgeable with high attention to detail. Her staff is responsive and professional as well. She sends out an informational newsletter periodically to keep me up-to-date. She is also priced competitively with other CPAs I've use who were near not as good.
4th year of using Steadman Tax Services. Great experience every year. Always takes care of us by planning ahead and stays on top of current rules. Staff is pleasant and helpful. Have and will continue to recommend them. ??
Steadman Tax Services has prepared our tax return every year since 2014. Natalie and her team provide a friendly professional experience and we take a great deal of comfort in knowing they are experts who can stand behind their work should we ever be selected for an IRS audit. We are especially grateful for the high touch support we receive from Natalie that enables us to structure our retirement funding in a way that minimizes our tax liability. On the other hand, we also appreciate the digital options ava
We have been using Steadman Tax for our personal taxes for about 5 years now. They always do an excellent job, with very friendly staff and reasonable pricing. I?ll never go back to doing my own taxes!
I have been using Steadman Tax Services for about 10 years now and they always do a great job preparing and processing my taxes. Natalie is always available to answer any questions I have about my returns throughout the year. Their customer service is outstanding and you can rest assured your taxes will be done correctly and on time. I highly recommend Streadman Tax Services to anyone!
Natalie Steadman and her team are fantastic. We have been partnering with this firm for the past 6 years and they have been nothing short of excellent every year. ultimate professionals that are very transparent with their process and very responsive. Additionally the client portal is extremely user friendly and allows for a fully digitalized process that helps with organizing all required documents. Looking forward to continuing to work with Steadman Tax in future years.
My husband Juan and I have been clients of Steadman Tax Services for over five years. Natalie and her team are experts in all facets of personal and business tax services. As we prepared for retirement they provided valuable advice and answered innumerable questions. We always had a follow up call or email from Linda with answers. The entire team is friendly and consummate professionals who care for their clients with the highest levels of integrity.
Steadman Tax Services has been the best CPA firm to work with and helping us with all of our needs, from taking care of the books for our company, to answering questions as we prepare for retirement, to taking care of all of our tax returns...
The staff at Steadman Tax Services are professional in every aspect. I have been a client for about 5 years and have leveraged Steadman for my tax preparation and filing (3 filings per year). Linda, Des, and all others I have worked with have been excellent so I highly recommend this firm.
I recently had the privilege of working with Natalie Steadman and her team at Steadman Tax Services, and I must say, my experience was nothing short of outstanding. In my many years of dealing with tax matters, I have never encountered someone as knowledgeable and proficient in IRS practices as Natalie Steadman. From the very first meeting, Natalie demonstrated an unparalleled understanding of tax intricacies, effortlessly navigating through the complexities of IRS regulations. What truly sets her apart is
They were very thorough and were to answer many of my questions by phone. First class service!
I'm very glad that we found Steadman Tax Services. We moved to the area recently, and it's a little intimidating to find a tax preparer that is not only top-notch but also accepts smaller clients like us (a retired couple). Steadman did our taxes first for 2021 and also reviewed our returns from 2020, which had been mishandled by another company. Natalie got everything corrected and in doing so, she helped us recover some extra refund money. All tax services are NOT created equal! We are very pleased with S
Steadman tax has provided us tax return services for 3 years now. We appreciate how thorough they are as well as their communication. They have helped my husband and I have a better understanding on how much to withhold on our taxes so we can better prepare each year. Highly recommend.
We have used Steadman Tax Service LLC for over 5 years. The staff is extremely knowledgable on all tax issues and laws. They keep us up to date through out the year and send us a monthly informational bulletin. I strongly recommend Steadman Tax Services LLC for all your personal and business tax issues. We live more then two and a half from Steadman Tax Service LLC but still drive to their services. Lucio and Bridget Valdez
I?ve been using Steadman Tax every year for years now and won?t ever do my own taxes again. They make it such a smooth process, and everyone is so friendly and helpful. The entire team makes tax season a pleasure for me. Bonus: they are experienced with service industry/tipped employees and offer helpful advice for those of us that owe every year. I?ve sent many, many fellow industry workers to them. Thanks again y?all!
Caden is very knowledgeable in tax law and how to maximize the return from a business aspect. Not only did he help process this year but he made suggestions to plan for the coming year based on my plans and goals. Highly rated for your tax and financial needs.
I have been using Steadman for years. They have been great. I even screwed up my taxes doing them myself and they went back and got me more money from the previous year because I over paid. Easy to work with and always take care of us. Great people, highly recommend them.
Since moving to Texas in 2006, we have continued to work with Natalie and her team at Steadman Tax Services. We appreciate the quality of the work done, and the friendly service that we continue to receive from them. Would highly recommend to anyone needing assistance with tax related questions or concerns. Thank you!
Steadman Tax Services has done our taxes for many years, they are awesome-professional and prompt. I would recommend very highly!
Natalie and her team are great! They treat us like family, and have always processed my returns quickly. They've been managing my taxes for years, and are always professional and thorough. Highly recommended.
As a former CPA myself, after 45 years of doing my own taxes, I reluctantly gave it up and engaged Steadman Tax Services for my 2020 tax return and I'll never go back to DIY, CPA! Steadman's expert professional advice helped me minimize my tax liability and gave me the comfort of knowing that my tax returns were compliant with the latest regulations. Finally, I was pleasantly surprised at the reasonableness of their fees for the high quality of services they provide. Thank you Steadman Tax Services!
The post below is from 2020, and today, April 17, 2024, our opinion of Steadman Tax Services has not changed, except to appreciate them more. 14 years now, Steadman Tax Services has been doing our taxes. My wife and I are completely comfortable with service. It is a pleasure to enter the offices and be greeted by Linda. She checks all the paperwork and gets us in the queue, then lets us know when the paperwork is ready for signature. She is very pleasant. Often times Natalie will pop out and say hello
Steadman Taxes have been preparing my tax returns for over 15 years. Natalie Steadman and team are up to date on all IRS changes. Though I no longer live in TX she knows the State requirements for filing my state returns in any State I have lived. Natalie has my trust and faith. Her receptionist, Linda, who has been there many years, is always quick to response to any inquiries I have.
We have known Natalie for many years and have use her for our personal and business taxes over much of that time. I cannot say enough good things about Steadman Tax Services and Natalie as a person. If you are looking for a professional team that cares about keeping your business then you should use Steadman Tax Services.
Everyone at Steadman Tax Services is very professional and timely in everything they do. They are friendly and easy to work with.
They provided excellent advice and were very timely preparing taxes right on time.
Steadman Tax Service has handled our taxes for approximately 7 years. They are very professional, accommodating, and reasonable with their cost. I highly recommend their services.
I've been using Steadman Tax for years now, they do an excellent job, are very thorough and are used to dealing with complex returns. Love them!
I would never use anyone else to work on and file my taxes. Total trust for over 15 years. Thank you!
I thoroughly enjoyed my experience with Steadman Tax. Caden was very helpful, courteous and professional. I look forward to doing business with Caden and Steadman in the future.
Steadman Tax Services PLLC, has done our taxes for years, and we are so very happy with them. We recommended them to a friend who also loves them. They are thorough and honest.
This Tax service is excellent for your needs. My wife, and I, have been using this service for several years. They have always been efficient, and helpful with the whole process. I highly recommend them.
My Co-worker referred me to Steadman Tax Services, since then we have truly been Blessed to have a company that always does the right thing. Honest, and sincere, makes them a Texas Staple. We look forward to seeing next year which will be our 8th year of superior service, they are worth every dollar. God Bless
Steadman Tax has been my partner for accounting and tax work for over 10 years and it has been a worry-free relationship at all times. They are the best and have been an asset in keeping me in business!
Steadman Tax Services has been doing our taxes for the past several years, they are professional and accurate every year, very knowledgeable, will continue using their services, highly recommend...
Have used Steadman Tax Services for the last 2 years and have been very happy. They do an excellent job and excellent communication. Definitely recommend!
Steadman Tax has a Friendly staff who make filing taxes super easy and convenient! I am so thankful I came to them, as Sally is very knowledgeable and trustworthy!
Natalie and her team have taken excellent care of my business and family trust returns for years. Always answering all our questions and concerns. Highly recommend Steadman Tax Services.
Have been with Natalie 5+ years and have been very happy with her tax services. Highly recommend her and her staff. They are very friendly and their communication is excellent!!! Keep up the great work!!!
I have been using Steadman Tax for a long time. Sound advice, easy to talk to, reliable service. Best part is they are nice people.
This business is professional, responsive (you can actually speak to a person), and knows their business. They have excellent online capabilities if you prefer digital to paper and copying. I recommend them to anyone looking for a great tax service.
Sally at Steadman Tax Services makes my life easier, better and much more stress free! I don't know what I would do without her! Thank you, Steadman Tax Services, for all you do for us at NAU Urology Specialists! We appreciate your company, employees and services.
Not accepting new clients.......I'll save you a call :o( (was not given any conditions such as guarantees...just told not accepting clients)
I've been with Steadman Tax services for many years for personal and business returns and have always had professional quality, service, and attention to detail. Thank you!
I had an incredibly impressive experience in dealing with Steadman Tax Services regarding an alleged tax obligation from 2017. Steadman collected the proper evidence, communicated with the IRS and eliminated the demand. I recommend using Steadman with any tax problem.
We were new to the city. From the moment we first called, to the day we paid for a finished tax return (without having to file an extension!) we were always welcomed & treated like we were their only client. Very professional. Extremely knowledgeable. We will be using them for years to come.
We have been going to Steadman Tax Services for about four years now and really pleased with their professionalism and quality of their work.
I have utilized Steadman Tax Service since there inception and have found they are Extremely knowledgeable about the complex tax code! Also completed my return in a very timely manner. Highly, highly recommend Steadman Tax Service!!
I have been with steadman tax services for 8 years now and highly recommend their services. They are very prompt with any needs or questions I have at any time. They provide great service to me personally and to my small business.
All the people there are very friendly, knowledgeable, just nice people. Are diligent in properly completing tax forms and working with us to make it happen and plan for the new year, est tax payments. Well organized, they don't waste your time.
Prompt and professional service. Very pleased with Steadman Tax Services and will continue to use them for all our tax needs.
Knowledgeable staff who always take the time to answer any of your questions, quick turn around on processing, and reasonable pricing. They also keep you posted throughout the year with changes to tax laws, etc. Highly recommend!
We?ve been working with Natalie for many years now and she has always been able to answer our questions and support our tax needs during several moves and extenuating circumstances. Highly recommend!
We absolutely love Steadman services! Always kind and friendly in person and have a great phone app to use for those that are busy with life!
I came in with 4 years of returns that needed help. Natalie and her team got me on track with the IRS within one day, and gave me easy to understand advice on how to move forward. I?ll be coming back every year. Thank you so much!
Great experience. I hate getting my taxes done, but Natalie was a delight and explained my taxes and even recommended I make a few changes. I will definitely continue to use her firm in the future.
Natalie has expertly handled both our business taxes and personal taxes for 15 years. I couldn't recommend her more highly.
Steadman Tax Services is very knowledgeable and through. They handle their business with utmost professionalism. Highly Recommend!
Caden was helpful, professional, and efficient. The process overall was simple, which made filing my taxes no longer a huge burden. Thank you!!
Amazing service! Everyone there is so nice!
Steadman Tax Service has been my trusted tax help for years. They are the best!
its our first year with steadman & sally the experience was seamless. they are responsive & positive at every junction. we would recommend them to our friends & family.
We have used Stedman Tax Services for about 15 years and Natalie always takes extreme care to get us the best possible tax breaks. Wouldn?t use anyone else
We?ve been with Steadman for over ten years. Honest, reliable and able to handle our more complex tax situation.
Sally from Steadman Tax Services is the most friendly and attentive tax person I have ever dealt with I highly suggest using this business
The best firm I?ve used to date. Very thorough, decades of experience, and excellent service.
Steadman Tax Services keeps my firm?s accounting on track and I?ve loved working with them for years
Great service, very knowledgeable, friendly and accommodating to my difficult work schedule. Love them Tracy Chalman
Natalie and her team are fast, effective, professional. I cannot recommend Steadman Tax enough!
We think they do a good job and handle all our estimated tax, franchise tax, and questions quickly and professionally.
Very dependable and trustworthy service. I have worked with this team over the years, and have been very satisfied, I strongly recommend in Steadman.
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.