*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.*
500 W 2nd St Suite 1900
Austin, Texas 78701
Paul and his team are outstanding. Our taxes are complex and they are always thorough and timely with our returns. They also take the time to explain everything clearly and are very responsive with our questions. I have a lot of complex crypto transactions and they handle it with ease. Super grateful for Paul and his team and I highly recommend them if you need tax assistance.
Paul and his team are top notch accountants! They have been handling our business taxes along with our monthly bookkeeping for the past two years. After having bad experiences with two other CPAs I luckily found Paul who got us sorted out and back on track with our books and the IRS. I am admittedly really bad at getting anything tax related done on time and Paul is very patient with me and makes sure to give me plenty of notice and assistance getting things together as needed. I highly recommend Launch
Paul and his team have been amazing. We had some issues with a previous CPA who put our business in a bit of a financial pickle. Under the guidance of the Launch Consulting team we were able to resolve our previous issues and make amazing strides for the future. If you're looking for a CPA firm that will help streamline and automate your accounting activities to give you peace of mind don't look any further.
The Launch team is first class. Its exciting to see small businesses take such care and diligence when working with new clients. I could not have been happier with the advisory services provided and the leadership shown in guiding my company towards a successful tax season. I'd recommend Paul and his team to anyone.
I was looking for a new CPA as mine recently retired. In particular I was looking for a CPA who is accessible by phone and/or in person, friendly, personable, responsive, professional, knowledgeable, reasonably priced, and really knows their stuff. I emailed Paul Glantz about 2 weeks ago to discuss possibly handling my 2015 tax return. We then spoke on the phone. I decided to hire him to take care of my tax return. He met all of my criteria. I was relieved and confident that I had found the right CPA. Every
I accidentally got forced into starting a small business. I knew my career would take me there eventually, but not as fast as it did! I looked up local CPAs on google and the first one I got a secretary who was like, let me have him call you back yada yada. I didn't have time for games, I needed answers fast as I was slung into the world of independent contracting. I called Launch Consulting, and right away it was Paul. He asked all the right questions on the intake and I was able to immediately schedule f
I've gone thru several CPA's over the years and Paul is hands down the best! He is quick to respond, easy to talk to and is very thorough and patient in explaining tax jargon.
Best full service accounting service around, wouldn't think of going any where's else, up to date on all new tax laws!
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.