*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.*
3321 Bee Caves Rd #201
Austin, Texas 78746
I had very complicated returns this past year and reached out to Victoria late last year. She got me all the info I needed to do my estimate and then moved swiftly through my documents to get everything ready for 2022's filing. Victoria is super smart - nothing was too much... and the most impressive is how fast she responded to my questions! Everything felt so daunting and she made the entire process much less intimidating. She did all of it great! So grateful!
Victoria has been great. She responds timely to my questions and tries to keep me on schedule, even when I cause delays. Victoria is also very knowledgeable and up to date on the finer points of the tax code. When I ask about the tax implication of being in an Opportunity Zone or how to handle a particular business transaction, she can give me answers or knows the right questions to ask so that we can get the information needed to get me the answer I need.
Victoria was absolutely fantastic! She supported me filing an amended tax return. Responsive (answered on the same day), knowledgeable (researched complex double taxation treaty), and trustworthy (worked in a very professional manner with online support via Zoom and data room for secure document transfers). 100% again next year.
5 Stars! We've worked with Victoria for several years, and she's done a fantastic job for our company. She's worked diligently to ensure our returns are timely and accurate. We will gladly continue to utilize her services.
If I could give a million stars, I would. Victoria is extremely knowledgeable, professional and personable. I started my small business about a year ago, clueless of financial requirements/regulations/strategy. Victoria spent the time to teach me what every small business owner should know (still learning by the way). Any business owner would absolutely benefit from her services and advice. My company would not be so successful without her and I am truly blessed to have her on my team! Thank you so mu
Victoria is my business accounting and Tax preparation consultant . She is knowledgeable, and offers superb service. She is passionate, diligent and great at identifying and planning my book keeping needs. She is a pleasure to work with and I'll continue to do business with her.
Victoria has been taking care of my taxes for many years and she has been amazing at it! Always diligent, timely and helpful. It's always a pleasure to work with her.
Victoria has prepared my tax return for four years now. She's a tax expert, having worked for top accounting firms. She's very knowledgeable and thorough.
Victoria helped us tremendously with our past tax issues and helped relieve us of extensive tax penalties. We are very grateful for her experte-ise. We will continue using her services.
Victoria was very responsive and handled my taxes quickly despite my delays. I would recommend any business owner contact her at the very least to schedule a consultation. There is a good chance she will be able to help!
Victoria prepared our taxes this year. She was friendly, responsive and professional. I definitely plan to use her services in the future.
We wholeheartedly and without reserve recommend Victoria Bogdanovich as your company's next Certified Public Accountant. . Arden Innovations has thoroughly enjoyed and appreciated Victoria's knowledgeable, efficient, and equitable services for years. . Edward Baxter President, Arden Innovations
We love having Ms. Bogdanovich as our CPA. She helped us with some very tedious tax issues in relation to our business. She is very organized, efficient, and friendly. I recommend her to anyone who wants an excellent CPA!
Victoria is the most rare gem in the world of CPAs - reliable, professional, organized and knowledgeable of both domestic and international tax nuances. Highly recommended.
Victoria is superb! Pick a word, they all apply: professional, knowledgable, resourceful, responsive, efficient, proficient, thorough?she get?s it done right! ????
Extremely knowledgeable and very personable. She went above and beyond to meet our business needs in regards to amending and filing our taxes. We highly recommend her!
Victoria will make sure you have someone on your side when tax time comes. I highly recommend her.
VICTORIA HAS DONE A GREAT JOB ON MY TAXES YEAR AFTER YEAR, ESPECIALLY WITH MY BROKERAGE ACCOUNT AND ALL THE COMPLEXITIES OF PTP STOCKS WITH K1's,K2's ETC.
Reliable professional service, thank you Victoria!
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.