*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.*
800 Town and Country Blvd Suite 300
Houston, Texas 77024
Robert is responsive. knowledgeable and thorough. These are qualities you want in a CPA firm. Highly recommended.
Robert was incredibly resourceful and so kind. Very knowledgeable and accommodating, he completely put my mind at ease on tax prep and filing, super diligent, processional, and very accessible to communicate with. I will highly recommend for anyone doing business or individual taxes. He took care of everything and was so quick! Highly recommend and worth it. Thank you, Robert!
Robert is awesome. Every year my taxes for my businesses evolve and he's held my hand every step of the way. I really appreciate how kind he is and willing to explain things to me in a way I understand. I will continue to use him every year
After 24 years of working with accounting and tax firms of every size, I have truly enjoyed working with this firm. Robert Allen is a rare find who consistently blends up-to-date financial knowledge with wise, common-sense guidance during my business dealings. He remains beyond patient and willing to learn my small business for accurate reporting and planning. He offers increasingly sharp ideas to help our expansion. His firm delivers doc requests in record time, making my business look great. Also, this f
My philosophy in life is to pay professionals in my circle well because they all support making life more efficient and easier for me. I have had one other firm handle my extensive accounts from personal to corporate and when I switched over to The Allen CPA Firm it came as a delightful surprise how much value Robert adds to every fiscal decision I have made over the last decade. I met Robert while volunteering. We both were chaperoning over 30 students to visit colleges and provide them mentorship on wha
Robert was amazing to work with! Very efficient and great communication!
Robert has been my CPA for the past three years and I just could not run my business without him. He takes the time to explain things to me and offers me various scenarios to help me make the right choice for me. He?s definitely friendly and attentive which makes for excellent customer service. I never have a problem with him returning my calls. Thank you Robert for all the wonderful service!
The team at Allen CPA firm is absolutely stellar! They're immensely knowledgeable, highly-personable, trustworthy and commendably extensive. I truly appreciate their approach to educating clients in a comprehensible fashion. They value significantly that everyone they work with come away assured and informed. They've been a trusted advisor for three years now and I am confident that I'll continue to work with them in the future. I highly recommend this firm.
We highly recommend Robert Allen. He is very professional, responsive, and knowledgeable. He provides timely solutions for all of our financial inquiries. His services are worth every penny charged! He is a blessing for our business.
I have been working with The Allen CPA Firm for two years. The organization still treat me as a high value client. The owner is very attentive and responsive. The best part about The Allen CPA Firm the ongoing knowledge regarding your taxes and finances. I highly recommend this organization.
I really like dealing with The Allen CPA Firm! They have been very attentive and responsive to all of my personal and corporate tax needs. They have been professional every step of the way. Equally important is they are very pleasant to deal with and have very fair pricing. I have referred family members and friends and will continue to do so.
Robert helped me tremendously with my taxes and any questions I have had for personal and business taxes he did not hesitate to answer. He is professional, honest and has integrity. He won?t waste your time and he takes his time getting to understand your business and business needs. Can not beat that. I will recommend him to anyone!
I can't say enough about Robert and his firm. My husband and I had a tough time finding someone knowledgeable about our situation. I'm from Austin, and we must have asked 10 accountants about our matter and no one could help. After finding Robert, he listened to what was going on and figured it out and after a phone call we had a plan. This was immediate relief as no one in Austin was able to help. After, since the deadline was coming up- he was willing to meet us in person on the WEEKEND. Which is unheard
Robert Allen and his team have been a tremendous help in getting my taxes back on track. They take the time to walk me through all the scenarios and are always available for questions. I highly recommend The Allen CPA Firm!!
Robert and the rest of the team at The Allen CPA Firm are top notch! They have great attention to detail and are very punctual (which is key when it comes to taxes!) I have worked with them for several years for business and personal taxes and will continue to do so.
Knowledgeable, professional, honest, and capable are just some of the words that come to mind when describing Robert Allen. I feel more empowered as a small business owner by having this firm in my corner. I recommend them to anyone who wants or needs top level accounting and bookkeeping services!
We highly recommend this firm, specially during tax season, always offering an outstanding and prompt service We have been using them since 2016 . If you are a business, this is the kind of CPA that you want to have on your side.
Mr. Allen was fantastic! He worked on me and my wife taxes. He was always available to ask anything at anytime. I?m very happy with the help I received with my s-corporate taxes ! ????
I was at a previous accounting firm for 7 years, and the relationship kept deteriorating year after year. I finally withdrew from them. After speaking to Robert, I knew right away I was at the right place. He's very insightful, knowelegable, and very professional. Very responsive and offers direction and advice.
I had a very complex situation that left my 2015 return on hold and prevented me from filing in 2016. Mr. Allen was VERY kind and knowledgeable and was able to solve my entire situation, fully! He is the man, and this is the place to go for any of your needs in this area! I've already recommended 3 people to this place!
Mr. Allen is trustworthy and reliable. I?ve submitted accurate and on time business tax filings thanks to Mr. Allen?s hard work. He's always made time to answer my questions or set up meetings.
In short, he's a consummate professional. Robert is very knowledgeable, accessible and goes the extra mile to help take things off my plate. I recommend him highly and refer all of my clients to him.
Robert Allen offers very professional, accurate, and knows his stuff. I recommend him to everyone. Personally speaking I fee like we have been friends since elementary.
Mr. Allen provides excellent services, he makes whatever issue you are dealing with top priority. His professionalism and his diligence are outstanding.
Our meeting with Robert was very informative and helpful. He pointed us in a new direction and definitely saved us a lot of money in the process.
Very impressed with all of his knowledge. Robert is down to earth and very easy to get along with!
Called them 4 times to hire them. Left messages. No one returned phone calls.
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.