Looking for a reliable Certified Public Accountant? Have you searched the web for phrases like “CPA near me?” Or “best CPA Houston?” Are you searching for Houston CPA firms with the best reviews? Or for someone who does accounting?
Being in business requires a proficient CPA. You have to make sure your business not only keeps up with the accounting, but you have to be sure to file proper documentation with the IRS and file comprehensive tax returns. You have to keep tabs on the company’s current financial health by knowing your profit and loss. A Houston CPA helps you do that with P& L statements based on incoming revenue and outgoing expenses.
A good Houston CPA is one of your most trusted advisors–or should be–for good reason. Any business or organization (including nonprofits), small or large, needs valuable, competent CPAs. You want a professional to do the financial calculations so you can keep your head down and work on making the business profitable.
A Houston CPA can make or break your business by ensuring you protect yourself from losses and help you maximize your profits while keeping your write offs in accordance with IRS tax codes. If accounting isn’t your specialty, it just makes sense, leave it to someone who is actively staying up-to-date on regulatory changes and has the credentials to advise you.
Choosing the wrong Houston CPA can hurt your business and bring pain to you emotionally and financially:
A common complaint from business owners is, “My accountant is hard to reach.” You want a Houston CPA who is on top of their business and stays in touch with you, as needed.
Doing research on CPAs will help you find the person right for your company and make a wise decision about who to trust. Fortunately, we’ve done some initial research to help you with your decision. We’ve narrowed down the top 10 CPAs in the greater Houston area. Here’s a list of talented and experienced CPAs our research has found. They have good reviews and ratings, some history, and their costs are in line with what you can expect from the area. And they provide exceptional services.
While you’re looking through our Houston CPA recommendations, here are a few things to take into consideration:
Advantages of Using a CPA over an Accountant
CPAs are held to a higher standard than an accountant. They have more extensive training and education and are more effective when it comes to handling IRS issues. CPAs are out there helping build firms. They are helping small and large corporations handle everything from A-Z. They are a business owner’s one-stop-shop.
Tips for Vetting CPAs
Testimonials & Reviews- These are crucial in finding the right CPA. Good reviews provide CPAs who actively markets, and reviews are social proof of their work performance. Online reviews on Google and Yelp are a telling resource. Reviews are a sure way to do research; even bad ones can tell you something of value. Perhaps this CPA focuses on something you want and need but that wasn’t this reviewer’s priority.
Referrals- Do you have an attorney? I bet your attorney knows a good CPA. Ask other business owners, venders or contractors you do business with. Ask them who they use and why they like them.
Check the CPA out- Call them. Do they answer or get back to you in a timely manner? Set a time to visit face to face so you can discuss your needs, concerns and talk about your goals for your business and finances. It’s helpful, but not necessary for the CPA to specialize in your specific industry or market, but it is critical that you have a good working relationship. Your initial in-person meeting can tell you if you will. After all, you are paying them for their services. If you don’t feel comfortable asking questions or requesting information, you should consider going with another CPA.
Full time- Ideally, you want to find a full-time CPA. Working with someone who does it part time or is gone most of the year can pose big challenges. It may not serve your organization or small business well.
Cost- Ask the CPA how much he or she will cost you annually. Make sure the costs discussed upfront won’t be exceeded unless something unusual or unexpected happens. Set the expectation first, and make sure it is adhered to. But remember, price alone doesn’t indicate quality of work; it represents the CPAs opinion of how they value their own time and expertise. These are the Top
10 CPAs in the Houston Area
Canady & Canady
A nationally recognized expert in all areas of accounting and taxation, Canady & Canady helps aspiring businesses and their owners go from good to great! They provide service and advice to clients in a wide variety of industries. Their offices serve clients nationally and internationally. Canady & Canady was established in 1983 and has earned a stellar reputation in its 36 years as a provider of cost-effective yet high-quality tax and accounting services. The firm has a staff that is talented, diverse, experienced, friendly, and dedicated to helping its clients succeed. Integrity, quality service, and client satisfaction are Canady & Canady’s highest priority and they prize the feedback they receive from clients, such as, “you always proved to be a great support and valuable friend,” and “your professionalism, sincerity, knowledge, dedication, and patience makes Canady & Canady a pleasure to work with.”
“Canady & Canady has been our CPA and financial advisor for the entire 17 years …and helped with insurance issues after Hurricane Ike. I consider Canady & Canady an excellent CPA and a trusted friend.”
The mission of Canady & Canady is to help their clients balance their financial lives and realize their highest potential.
Canady & Canady
4801 Woodway Dr. Suite 470-E
Houston, TX 77056
Blair Inman & Co. CPA
Blair Inman and Company is dedicated to providing professional business and financial advice to companies that strive to maximize their after-tax income. The firm demonstrates professional competence and meets the accounting and investment needs of who seek to satisfy the record-keeping and report filing requirements of doing business and paying taxes in the U.S. They want to help you maximize profits while they pay special attention changes in tax laws and reporting procedures. Blair Inman and Company is the accounting firm you need. Their experienced, professional CPAs assist with tax preparation and tax planning and provide you with an optimal return as well as helping you to use your statements in managing your business and increasing your profitability. As an important aspect of their service to you, they can act as a sounding board for your investment ideas and suggest the best structure to maximize them with tax strategies.
They will also work with you and your banker, lawyer, insurance agent and/or other advisors to solve your business problems. If you have a financial problem they can’t solve, they can recommend and direct you to a specialist appropriate for your situation.
Blair Inman & Co. CPA
1155 Dairy Ashford, Suite 103
Houston, Texas 77079
Edward M. Gardner PC CPA
Edward M Gardner PC has worked with plenty of businesses who have cobbled together 9 different software programs to keep everything straight. Maybe you’re the opposite type. You wash your hands of it all and put everything on the credit card … and then try to clean up after the fact. You do know that isn’t the way to effectively monitor profit margins, cash controls, etc., etc., don’t you? With 20 years of tax experience, working with every kind of individual and business, Edward M Gardner can provide all the assistance you need to improve your total financial well-being.
They’ll take a lot of the worry and stress out of your financial life. They can assist you in keeping taxes as low as the law allows and in building personal wealth through tax and financial planning. They can design recordkeeping and accounting that helps you and your business function efficiently and profitably and helps solve business problems. Or maybe you’re just starting your business. Want to start things off on the right foot? This team has been diligently and effectively taking care of the accounting needs of countless organizations in a wide variety of industries since they began—discreetly and expertly handling the financial management and other comprehensive services while providing expertise in business planning, coaching, and strategic consulting that many businesses need. If you want the best financial and tax help possible, check them out.
Edward M. Gardner PC CPA
2519 South Blvd. Suite 100
Houston, TX 77098
Phone: (713) 942-1040
Jay A. Finn, CPA, LLC
“If You Want To Win, Call Jay Allen Finn.” Jay Allen Finn, CPA, PC, will utilize every means afforded in the Internal Revenue Code to solve your IRS problems and help you avoid creating them. With 37 years experience representing taxpayers in front of the IRS, Jay A. Finn, CPA, can get you the best resolution using the IRS’ tax code and the Taxpayer Bill of Rights to win your case. The firm’s experience and fundamental understanding of US tax law ensures the best possible outcome for your tax situation and they pride themselves on great tax work. There is no better way to solve tax problems than through an experienced CPA team.
Jay Allen Finn, CPA, PC’s skilled team of bookkeepers, tax preparers and tax resolution professionals can do what you need to have done. Stress and anxiety will decrease once this Houston CPA is dealing with the IRS on your behalf. The firm specializes in complicated individual and business tax issues from catch up Bookkeeping and unfiled Tax Returns to International Tax issues such as the Foreign Bank Account Reports. The firm also has a talented team of QuickBooks ProAdvisor bookkeepers and a payroll technician to remedy all your past accounting issues and ensure your books and payroll run cleanly from now on.
Jay A. Finn, CPA, LLC
11500 Northwest Fwy., Ste 581
Houston, TX 77092
Phone: (713) 520-0010
Patrick A. Falcon PC CPA
Patrick A. Falcon PC CPA serves clients throughout Harris County and the Greater Houston area. Mr. Falcon was formerly with the IRS and is experienced in all areas of negotiations of IRS problems. His firm provides professional and personalized services in a wide range of financial and business areas.
Approximately one million new businesses start every year in the United States and about 80 percent of those new businesses will fail within five years. As the manager of a small business, you must wear several hats and never stop investigating new ideas to improve all areas of your business. An astute manager will gather information to assist him or her in making the changes necessary to stay profitable. Patrick Falcon PC CPA wants nothing more than to be one of your team members giving you information and helping you, the small business owner, make the changes necessary for your small business to stay profitable.
Your Houston CPA makes an excellent sounding board for proposed changes in your business. And they can give you lots of tips, based on experience, to avoid problems. Make Patrick Falcon PC CPA gives tips like this: “Don’t sign payroll checks unless the first check in the stack is the payroll deposit to your bank. This might mean making a deposit earlier than required, but you will never pay penalties.” Minor things can save you lots of money. Make Patrick Falcon PC CPA part of the team you build.
Patrick A. Falcon PC CPA
2211 Norfolk St. Ste #516
Houston, TX 77098-4044
Atul B. Kothari,CPA
Atul B. Kothari, CPA is a small firm comprised of highly qualified, experienced CPAs and accountants. Since 1983, they have offered a full range business services and the firm focuses on the unique tax, accounting and consulting needs of their wide variety of clients, ranging from individuals to medium-sized corporations. In addition to regular tax and accounting, the staff and partners specialize in retirement planning, business consulting, investments, estates and trusts and personal financial planning. The firm was founded with a single principle in mind: to provide the highest level of personalized client service possible. They care about each and every client.
In addition to expertise, Atul B. Kothari, CPA takes pride in delivering affordable services in a timely manner with a personal touch. And most new clients are referred by existing clients. The first consultation is complimentary, no-cost, no-obligation.
Atul B. Kothari, CPA is committed to serving clients using a variety of online services and if you’ve wondered if you should outsource your bookkeeping, you may want to implement the 3 D principle – delegate dirty details! It can help if you have staffing problems and let you spend more time on Sales. Good Numbers = Good Decisions. Your accounting needs can be handled by a team of professional bookkeepers with Paperless Bookkeeping in as little as 48 hours. Call with any questions. This CPA is proactive and responsive to any inquiries and suggestions. If you would like to develop a relationship with an accountant who knows your name, you may want to know this one.
Atul B. Kothari, CPA
323 Dulles Avenue, Suite 101
Stafford, TX 77477
Joe Mastriano, CPA
The success of Joe Mastriano, CPA comes the firm’s ability to manage people successfully. Nothing takes the place of the right combination of knowledge, experience, and education and each firm member brings their specific talents to the group. Together, they operate efficiently and effectively. After 40 years and thousands of successful tax cases, they know what it takes to favorably solve most IRS matters, no matter how difficult.
After working for Arthur Young, a big 8 accounting firm, Joe started the firm in 1980 and specializing in taxpayer representation. After several years, the firm became a referral source for other CPAs and attorneys. The firm Joe has helped clients resolve their most difficult tax matters. Poor accounting records, unfiled returns, overpaying taxes, allowing yourself to be audited, and feeling that your job or business is a chore, are symptoms of something much greater. The philosophy at Joe Mastriano, CPA is “let’s put an end to this now. Let’s fix what’s wrong”. Joe Mastriano, CPA stands for “Ethical, Professional, Experienced, Results”. Do not settle for less!
After 30 years and 1,000’s of successful tax cases Joe Mastriano, CPA knows the IRS like the back of his hand. Never worry about the IRS again? Let past knowledge and experience work for you.
Joe Mastriano, CPA
8303 S.W. Frwy # 636
Houston, TX 77074
Fitts, Roberts, Kolkhorst & CO., P.C.
Since 1981, Fitts, Roberts, Kolkhorst & CO., P.C. has grown and prospered. So has their reputation for customer services and professional integrity. With clients ranging from individuals to major corporations, each is assisted with the individual service and dedication that has produced an abundance of successful client relationships. Nine Certified Public Accountants work with a very capable support staff. Fitts, Roberts, Kolkhorst & CO., P.C. is committed to improving the financial community in the Houston area. That commitment benefits clients and makes our efforts more effective.
In early 2019, the firm merged with the Kolkhorst & Kolkhorst to become what it is today. The firm continues to operate at their present location with the same staff. They stress that no one plans to retire for many years and they have made the transition as seamless as possible for their loyal and trusted clients and friends. After all, that is who is the key to their success over the years. With an emphasis on professional integrity, the firm hopes to continue to make significant contributions toward the current and future successes of their much appreciated clients.
Fitts, Roberts, Kolkhorst & CO., P.C. is a full-service accounting firm serving dedicated to providing professional, personalized services and guidance in a wide range of financial and business needs. You will find more information about the firm, including a list services, as well as many online resources to assist you in the tax process and financial decision-making, on the website. Tools include downloadable tax forms and publications, financial calculators and links to other useful sites.
Fitts, Roberts, Kolkhorst & CO., P.C.
9977 W. Sam Houston Parkway North, Suite 150
Houston, TX 77064
Michelle A. Friedman, CPA
Michelle A. Friedman, CPA is an accounting firm that offers personal tax services, preparation, planning, estate planning, and personal finance planning and financial statements, cash flow management, part-time CFO and controller services, new business advising, and industry specific consulting for companies. Michelle A. Friedman has advocated for clients with the IRS in areas of liens, levies, back taxes, non-filed tax returns, wage garnishment, seizures, and payment plans.
Ms. Friedman has more than 25 years experience in all facets of accounting and taxation—from Controller of a $65 million real estate development corporation to tax staff with a global player in public accounting—the firm combines a unique blend of corporate managerial and executive experience with the accounting and tax expertise. With her down to earth business understanding and effective problem solving skills, each client receives close personal and professional attention for their individual situation and needs.
Clients can rely on competent, accurate advice, timely service and effective communication. The primary goal of the firm is to be a trusted advisor who is available and insightful in order to give advice that enables clients to make informed financial decisions. They do not accept less from themselves than they deliver to you.
They continually improve their technical expertise, financial knowledge, efficiency, and service to clients.
MICHELLE A. FRIEDMAN, CPA, PLLC
8582 Katy Freeway Ste 203
Houston, TX 77024
Cooper CPA Group
If you are ready to launch your business into the fast lane, consider partnering with the Cooper CPA Group. They strive to be more than a firm; they want you to consider them a partner. Cooper CPA Group, PC has served the accounting and tax needs of the Houston area for over two decades. If you need help managing and understanding all aspects of your personal or business’s financial framework, you need to talk to them.
The firm operates with an environment of collaboration built on openness and mutual respect. Their staff works hard and wants you to succeed. They help clients understand their numbers and forms and assist in helping you increase your profitability and minimize your taxes. They communicate processes to their clients to create an awareness that is essential you doing well. The purpose is to create a team. The achievement is better results that minimize worries. We believe in relationships which can only be built through strong communications.
Regular team building activities enhance the internal health of the organization and build strong collaboration that enhances their work for clients. Cooper CPA Group also has weekly staff meetings to offer encouragement to each other for a job well done. That is only one of the reasons why they are repeatedly ranked by Google as “One of The Best CPA firms in Houston”.
Gary Cooper has been recognized by Channel 13 ABC News as “Your Rock Star CPA.” If you want a blend of expertise, personal service and a spirit of collaboration, this may be the right place for you! This team offers a broad range of solutions and constantly strives to achieve positive results.
Cooper CPA Group
1703 W. 12th Street
Houston, TX 77008
If you want to work with the best business brokers in the nation, or would like to partner with Peterson Acquisitions on one of your client’s exits or acquisitions, please contact Chad Peterson with any questions.