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THAYERONEAL

THAYERONEAL

Reviews Summary

ThayerONeal receives overwhelmingly positive feedback, with clients praising their exceptional service, expertise, and reliability. Reviewers highlight their professionalism, timely delivery, and personalized attention, often describing them as knowledgeable, friendly, and highly responsive. Many appreciate their strategic advice, QuickBooks support, and thorough financial services. The firm is consistently recommended for audits, bookkeeping, and tax needs, with long-term clients expressing strong satisfaction. A single outlier mentions satisfactory but less enthusiastic experiences. Overall, ThayerONeal is regarded as a top-tier accounting firm delivering outstanding value.

About This Listing

Audit
Assurance
International Tax
Real Estate
Healthcare
Professional Services
Technology

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

Audit
Assurance
International Tax
Real Estate
Healthcare
Professional Services
Technology

Contact Information

Address

101 Parklane Boulevard

Sugar Land, Texas 77478

Visit Website Call Now Get Directions

Hours

Sunday Closed
Monday 8:30AM-5PM
Tuesday 8:30AM-5PM
Wednesday 8:30AM-5PM
Thursday 8:30AM-5PM
Friday 8:30AM-5PM
Saturday Closed

Customer Reviews

Our two professional organizations have had the pleasure of benefiting from the expertise of the accountants of ThayerONeal for many years. They have proven to be easily accessible, friendly, thorough, efficient, very knowledgeable and provide outstanding services, overall. In my opinion, if you have accounting needs and have high expectations for quality service then a step away from ThayerONeal could be a step down, if you went elsewhere for accounting services.

I have used the firm of Thayer & O'Neal on various audit engagements. They are always very responsive to the needs of the client. They are timely on the delivery of their work, and last but not least, very professional on the way they handle their audit engagements. It is a pleasure working with Mickey and all their audit personnel.

We have been a client of Thayer O?Neal Company, LLC for 2 years. Current engagement is the annual audit and quarterly review format. During this time we found the auditors to be knowledgeable, proactive and friendly. Feedback is received in a timely manner and detailed, clear form; client inquiries/questions are addressed at a reasonable time. All information requests are well explained and supported. We can confidently recommend Thayer O?Neal Company, LLC. for a small-medium company audits and similar work

Thayer ONeal has been handling the accounting for our company for over a year. They enter transactions in the bank and reconciles the bank account monthly. At the end of each month they prepare monthly financials for us as well. They are dependable, trustworthy and responsive. Additionally, they are able to provide QuickBooks consulting for various issues we have and responds quickly with a solution.

ThayerO'Neal has worked with many of my clients and companies that I work with or know. In every case things have gone well with work done on a timely basis. The interplay with ThayerO'Neal staff and partners has been timely and helpful. It is a real good firm to use.

We have utilized Thayer O'Neal for the audits on three of our portfolio companies and are very pleased with their performance. They've come in on estimate, and on time. We recommend them highly. Jon Doukas, Managing Partner, Trends Mergers & Acquisitions

Our company has been working with Thayer O' Neal for years. We love the one on one service they provide. Stephanie is a great account manager and is extremely knowledgeable in all areas of accounting.

ThayerONeal CPAs have been my auditors since the inception of my business as have not only done a great job managing my data have been very helpful in offering strategic advice for business purchases and consolidations. I give Mickey Oneal and his team an A+. Thanks Mickey for all you and your team have done.

We are delighted to work with the team at ThayerONeal. They are always accessible, very competent, friendly and provide advice / direction in a very timely manner. I would highly recommend their services.

I recommend this CPA firm for your bookkeeping and tax needs. The firm will treat you as a friend and valued customer, not a number.

Our medical software company switched to ThayerOneal almost 4 years ago and we couldn't be more pleased! Great service, extremely knowledgeable and excellent value!

Mickey is fantastic! Very knowledgeable and reliable. Priced fair highly recommend.

Curt and Stephanie are great to work with. They have really helped our business.

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.

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