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Traci Taubert CPA

Traci Taubert CPA

Reviews Summary

The overwhelming majority of reviews praise the professionalism, expertise, and responsiveness of this tax preparation service. Customers highlight clear communication, efficient processes, and helpful staff who go above and beyond, especially for complex cases or those needing extra assistance. Many appreciate the secure portal system and personalized attention. Several long-term clients express strong loyalty, citing consistent quality over years of service. However, one negative review mentions poor communication and dissatisfaction with tax advice. Overall, the service is highly regarded for making tax season stress-free with knowledgeable, patient, and caring professionals.

About This Listing

Business Consulting
Payroll
Tax Preparation
Tax Planning
Financial Advisory
Estate and Trust Tax
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

Business Consulting
Payroll
Tax Preparation
Tax Planning
Financial Advisory
Estate and Trust Tax
Small Businesses
Individual Taxpayers
QuickBooks

Contact Information

Address

660 S Bagdad Rd Suite 610

Leander, Texas 78641

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

Knowledgeable, efficient, and professional tax professionals! They?re all the above and more. We?ve been using Traci Taubert for 4+ years. Wish we had started sooner. Why do your own taxes when you can leave it to the professionals. They make tax season stress free. Thank you guys for removing the headache of the dreaded yearly 4/15 deadline. You all are the best!

I assist a disabled elderly gentleman who is the actual client of this CPA's office. Everyone, from the people who answer the phones to the actual CPA handling the taxes, they are absolutely amazing and top notch. Anytime I had questions they were easy to reach and reliable. Thank you Traci and Heather.

Traci and team do a terrific job every year on our personal taxes. The process is organized, and they make clear requests for follow up information. I definitely recommend Traci for your tax needs!

Traci and the team are super knowledgeable, patient, and very helpful. We have the utmost confidence in our returns year after year.

The staff are all so nice and caring. Their skills and experience with my various tax requirements have been invaluable. Highly recommend.

We switched to Traci this tax year and the service is wonderful! The responsiveness and explanations are top notch.

My husband and I have been clients for a couple of years and I am so happy we chose to have them prepare our taxes. Everyone is friendly and helpful.

I am writing to share my deeply disappointing experience with Tracy Taubert and Phillips and Tauberts, CPA. I engaged their services for both business and personal taxes, as well as for my partner?s taxes, and the outcome has been nothing short of frustrating. From the beginning, the communication from this firm was poor. The tax advice provided by Tracy Taubert was unclear, and it seemed as though keeping us as clients and considering our best interests were not priorities for them. In 2023, we encountere

My former accountant took a life-changing job opportunity, and even though I had referrals, I opted for a local accountant and fast. I called Traci's number and Jennifer, her Admin, called me within days, walked me through Traci's process, answered my questions, and was even able to give me a quote based on some worst-case scenarios since she was doing both private and business taxes. Jennifer was warm and professional and was willing to answer all the questions I had through email and the phone. I provid

They have been our tax preparers for 5-years, and they have been very professional I preparing our taxes.

Traci Taubert prepared my wife's and my 2019 income taxes. She is great; knowledgeable, professional, helpful, available for misc questions and help, via email or phone. She works with you, and is responsive to requests to do things in a particular way. She has 2 secure encrypted portals for communicating messages and files that contain sensitive information. She did a stellar job on our taxes, and even e-filed them for us, although she will send them to you as a PDF though her portal, if you wish to print

Been working with Traci on QuickBooks training and I can?t tell you how much she has save my life and books! She?s great at what she does very knowledgeable. So glad to have found her. She?s sweet and kind and breaks down all the details from taxes to finding the best solution that will work for your company. Hire her you won?t be disappointed. Thanks Traci

This is the second year that Traci has done my taxes. I'm recenly widowed, 84 years old, and a completely ignorant computer person. Traci has been wonderful. I know she has gone the extra mile for me and done some of the things that give me trouble. She does know the person she is working with. I just thank the day that I found her on the internet.

Traci Taubert, CPA, prepared our taxes accurately and quickly. She is very professional and knowledgeable. The portal that she uses is very convenient for uploading documents. I would highly recommend Ms. Taubert?s services!

I worked with Traci to get QuickBooks training. Traci provided excellent service. Explained things in a clear manner. Gave me recommendations for managing my QuickBooks going forward. I would definitely use her again for my training needs.

Great CPA. Always timely, professional, and ready to assist.

I?ve been pleased with their attention to detail, communication and results.

Dependable quick response with any and all concerns that I had. Transparent and honest with her professional experience getting the best results possible.

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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