*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.*
11511 Katy Fwy ste 630
Houston, Texas 77079
I?ve had an excellent experience working with Charlene and her team at XQ CPA. Their professionalism, integrity, and attention to detail truly set them apart. They take the time to explain everything clearly. They care about doing things the right way. It?s rare to find a team with such strong ethics and a genuine commitment to their clients. Highly recommend for anyone looking for trustworthy and knowledgeable tax and accounting services.
I hired Charlene and her team about a year ago, after trying to find an awesome CPA for my small business for years: with Charlene and her team, I finally found an AWESOME CPA. Not only are they very reliable, but they explain all of the processes so I can easily understand. A MUST hire for anyone looking for a great CPA, with a reasonable price.
Charlene, Avery, and the team at XQ are easy to work with and highly efficient. They have assisted me for multiple years of filings and explained/handled fairly complex tax issues for me across those filings. I already refer friends and colleagues to them, and I am happy to recommend them here.
Charlene and her Team (Avery and Jessica, in particular) are exceptional! They are extremely knowledgeable, professional, patient, and great people overall. I look forward to Tax Season every year because of them and I will always be grateful for all their help and guidance! XQ CPA is the Best CPA Team!
I highly recommend XQ CPA for tax preparation services. I have worked with Charlene and her team for two years and have learned the importance of knowing every aspect of my business as it relates to tax preparation, profit and losses, and most importantly efficient record keeping. Charlene is very personable and takes time to educate her clients one-on-one and by hosting workshops. As a business owner, understanding the ever changing tax laws can be quite overwhelming; however, Charlene and her team always
Charlene and her team at XQ CPA has been great since we switched over from our previous accountant over 7 years ago. They are responsive, professional, and stay on top up of updates when it comes to tax preparation. They've been essential in helping us run our practice. Highly recommend!
Charlene and her team are the best! She has given me peace of mind for the past few years with her tax planning services and keeping me informed on all the latest tax code changes. As a business owner, it?s nice and important to not have to put a ton of mental energy into taxes so I can focus on growing my business.
I have been an XQ CPA for the past 2 years and I can say a they go over and beyond to help you with your financial goals.. From bookkeeping to payroll they don?t miss a beat. If you are looking for superior service look no further.
XQ CPA does an amazing job for us. They are insanely responsive and really go above and beyond.This isn't your typical firm that just produces financials - Charlene and her staff take a proactive approach in educating their clients - not only in understanding the numbers on our financials but using this information to strategize ways to increase profit, manage CF, and properly tax plan. The entire staff is very personable and are like family. We've heavily relied on them for services like payroll, bookkeep
Charlene is the best in her field, she has navigated us through our IT returns extremely competently . We had moved from overseas and needed help with compiling our returns aa asserts were spread in other parts of the world . She knew exactly what we needed , through her valuable suggestions we managed to open a company , she is forthright , friendly and extremely helpful . With Charlene as your CPA you gain a friend who is a financial wizard and is always looking out for you . We highly recommend her compe
Charlene and her team has been instrumental in organizing our business financials. They are a great partner for any business.
Charlene and her crew at XQ CPA are wonderful. They quite literally the best thing to happen to our business in a long time. I highly recommend them to anyone wanting a proactive accounting firm.
Charlene and her team are responsive and competent professionals your business can rely on. They recently avoided our company to pay an IRS penalty based on facts and detailed information they provided to the IRS. I would recommend this company to any small to medium size businesses who are looking for a reliable and professional team.
This CPA firms demonstrates that accounting is not just about laws and numbers. They connect with clients to understand their vision and plan accordingly.
I highly recommend and trust XQ CPA. Charlene helped me navigate through the overwhelming process of starting my own business for the first time. She's very accessible, answered all my questions (I had many), and just made the process less overwhelming.
This is a local CPA firm located in the energy corridor. This firm provides more than just tax preparation services, they help business owners to increase profit, reduce taxes and better manage cash flow by providing services such as tax planning, providing training, bookkeeping services, and etc. They even perform audit work. You can always talk to someone on the phone and not just an automated machine. Their professional staff members are really friendly. They really help business owners by analyzing th
As a startup it was very comfortable working with and, felt very highly appreciated by XQ CPA. They're re not only very professional and timely, but took the time to understand our unique needs for crowdfunding educating us allot in the process. Though this was our first experience working with a CPA, I don't think we'll be searching any further. We'll definitely be working again with them in future.
XQ CPA has done a great job of managing our business and personal tax finances for several years. They provided guidance and tax prep help to reduce our personal taxes by 30%. I highly recommend XQ CPA!!
Charlene is very professional, friendly ,and makes complicated tax topics easy to understand and removes the stress from accounting. Extremely happy to be working with the team at XQ CPA :)
Charlene and her team will save you money! Tax planning has saved us so much money. She understands the laws and helps educate you on taxes.
The staff is great! They're always there when you need them and they go the extra mile making sure your business is flourishing. Avery is great at his job!
Highly recommend Charlene and her team. They have saved me so much time and money. Best CPA ever!
I loved the balance of being thorough and professional without being too busy to answer any of our questions. You won't regret working with XQ CPA.
XQ CPA has amazing people and I would highly recommend them!
Great experience. The team delivered high quality services, and went above and beyond our expectations.
Charlene is extremely helpful and takes the headache away from taxes while educating on better accounting practices.
Finally a CPA firm that is responsive, accurate and friendly. I highly recommend XQ CPA.
Charlene and her team are incredibly knowledgeable and responsive.
I took an educational course on finance and it was so insightful!!
Fantastic service! Fast and accurate. I highly recommend.
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.