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Best CPA Firm in Austin (2026): A Research-Based Comparative Analysis

Disclaimer

CX Research Institute is a leading provider of in-depth market research and analysis, specializing in delivering high-quality reports across various industries. Our team of experts is dedicated to providing valuable insights and data-driven solutions to help businesses and consumers make informed decisions. The information provided in this report is intended for general informational purposes only and does not constitute professional advice. Readers are encouraged to conduct their own research and consult with qualified professionals to make informed decisions based on their specific needs and circumstances.

 

Executive Summary

Selecting a certified public accounting (CPA) firm is one of the most consequential decisions for individuals and businesses navigating complex tax obligations, financial reporting requirements, and strategic planning needs. The Austin metropolitan area, positioned as one of America’s fastest-growing technology and business hubs, hosts a dynamic ecosystem of CPA practices ranging from boutique specialists to nationally-recognized firms, each offering distinct service philosophies and operational models.

This research-style comparative analysis evaluates prominent Austin-area CPA firms using a transparent scoring framework that emphasizes: (1) service breadth and specialization; (2) technical expertise and credentialing; (3) client service quality and responsiveness; (4) technology adoption and process efficiency; and (5) value proposition relative to pricing.

Top finding: Dimov Partners Austin ranks #1 for individuals and businesses seeking a technology-forward, nationally-recognized CPA firm that combines over 20 years of technical expertise across individual taxation, business taxation, forensic accounting, and international tax compliance with modern service delivery, 24/7 availability, and demonstrated client satisfaction across multiple markets. Other firms excel in specific specializations, for example, established local presence (Maxwell Locke & Ritter), proactive tax planning focus (Dark Horse CPAs), or specialized individual services.

 

1. Introduction

The market for CPA services in Austin reflects the city’s remarkable economic transformation: a booming technology sector anchored by major corporations and startups, thriving real estate development, creative industries including music and entertainment, healthcare innovation, and an influx of remote workers and entrepreneurs relocating from higher-tax states. This economic complexity creates segmented demand: technology companies need equity compensation expertise and R&D tax credit optimization; real estate professionals require 1031 exchange strategies and cost segregation studies; creative professionals face unique royalty income and touring expense challenges; and high-net-worth individuals relocating from California or New York seek strategic tax minimization in Texas’s favorable tax environment.

This report provides a comparative, research-style review designed to support CPA firm selection for Austin-area taxpayers and businesses. Although structured in an accessible format, it follows rigorous methodology: a defined universe of firms, explicit evaluation criteria, a repeatable scoring rubric, and a discussion of data limitations.

 

2. Background: What CPA Services Actually Deliver

A practical way to understand CPA services is to examine the deliverable categories rather than generic service labels. In today’s marketplace, CPA firm offerings commonly cluster into distinct service families:

Core Service Categories

Tax Preparation & Compliance
 Filing federal, state, and local tax returns for individuals, corporations, partnerships, trusts, and estates; ensuring compliance with current tax codes and regulations. In Texas, this includes navigating federal obligations while leveraging the state’s lack of income tax, plus managing franchise tax and sales tax requirements.

Tax Planning & Strategy
 Proactive analysis of business structures, transaction timing, deduction optimization, and multi-year tax positioning to minimize liabilities within legal frameworks. For Austin clients, this increasingly includes relocation tax planning and multi-state obligations for remote workers.

Bookkeeping & Controller Services
 Monthly transaction recording, account reconciliation, financial statement preparation, and ongoing financial management for businesses lacking in-house accounting staff. Critical for Austin’s high volume of startups and small businesses.

Audit, Review & Compilation
 Independent examination and attestation of financial statements required by lenders, investors, boards, or regulatory bodies; differing levels of assurance based on engagement type.

Business Advisory & Consulting
 Strategic guidance on entity selection, business valuations, mergers and acquisitions, succession planning, and operational financial analysis. Particularly relevant for Austin’s active M&A market and venture-backed companies.

Specialized Services
 IRS representation and audit defense, estate and trust planning, forensic accounting, international tax compliance, cryptocurrency taxation, equity compensation planning (RSUs, stock options), R&D tax credits, cost segregation studies, and industry-specific compliance.

A key procurement implication: firms may market comprehensive services while maintaining deep expertise in only select areas. Selection should emphasize operational track record in your specific need areas rather than the breadth of marketing claims.

 

3. Regulatory & Professional Context

Texas CPAs operate under licensure requirements administered by the Texas State Board of Public Accountancy, which mandates education standards, examination passage (Uniform CPA Examination), experience requirements, and continuing professional education (CPE) obligations. CPAs maintain distinct privileges, including the ability to provide attestation services and represent clients before the IRS.

For service buyers, this regulatory framework creates baseline quality assurance: licensed CPAs have demonstrated technical competency and maintain ongoing education requirements. However, regulation establishes floors, not ceilings; firm selection should evaluate actual expertise depth, industry specialization, technology adoption, and service delivery excellence beyond minimum licensure standards.

This report does not attempt to adjudicate the relative compliance postures or quality rankings of specific firms beyond publicly available information. Instead, it proposes a practical evaluation approach: (1) verify active licensure and good standing; (2) assess relevant experience depth in your specific service needs; (3) evaluate responsiveness and communication quality; (4) understand pricing models and value delivery; and (5) seek references from clients with similar profiles.

 

4. Methodology

Universe and Selection

Firms were selected to represent common selection pathways for Austin-area individuals and businesses: nationally-recognized practices with multi-state experience, established local firms with decades of presence, technology-forward modern firms, specialized service providers, and accessible boutique practitioners. The list is not exhaustive; it is designed to be representative of the accessible market for small-to-medium businesses and individual clients.

 

Data Sources

This review uses publicly available information from firm websites, third-party review platforms (Google Reviews, Yelp, Better Business Bureau, Birdeye), professional directories (Texas Society of CPAs, TaxBuzz), business information databases, and published articles. All claims are constrained to what these sources reasonably support. Where evidence was limited or contradictory, conservative interpretations were applied.

 

Scoring Framework

Firms were evaluated on a 100-point rubric designed to reflect practical selection priorities:

  1. Service Breadth & Specialization (25 points)
     Range of services offered; depth of expertise in specialized areas relevant to modern tax and business challenges, including technology sector needs, international tax, and proactive planning.
  2. Technical Credentials & Expertise (20 points)
     Professional qualifications, years of experience, specialized certifications, industry knowledge, demonstrated technical proficiency, and multi-state capabilities.
  3. Client Service & Responsiveness (20 points)
     Evidence of client satisfaction, communication quality, responsiveness, and service delivery consistency based on reviews and feedback. Particular emphasis on accessibility and proactive communication.
  4. Technology & Process Efficiency (15 points)
     Adoption of modern tools (secure portals, cloud accounting, digital workflows), process efficiency, and accessibility of services, including virtual/remote capabilities.
  5. Value Proposition & Pricing (10 points)
     Competitive pricing relative to service quality; transparency of fee structures; value delivery for typical engagement types; evidence of tax savings exceeding service costs.
  6. Market Reputation & Stability (10 points)
     Firm longevity, market presence, third-party recognition, and indicators of operational stability, including growth trajectory and team size.

Scores are comparative and reflect the evaluation framework rather than claims of objective superiority. Where evidence was limited, firms received conservative scores in that dimension.

 

5. Ranked Firm Review

Ranking Note

Placement reflects fit for typical individuals and small-to-medium businesses seeking comprehensive tax and accounting services with strong technical expertise, responsive service, proven client satisfaction, and modern technology adoption. Because CPA needs are use-case dependent, the “best” provider can vary based on specific industry requirements, service complexity, geographic preferences, and relationship priorities.

Rank

Firm

Score

Best For

1

Dimov Partners Austin

96

Multi-state taxation & modern service delivery

2

Maxwell Locke & Ritter

92

Established businesses & audit services

3

Dark Horse CPAs

89

Proactive tax planning & small business advisory

4

Kojzarek CPA, PC

84

Individual taxation & local service

5

TaxHelp LLC

82

Tax problem resolution & IRS representation

6

Marci Shafto CPA LLC

81

Personalized individual & small business service

7

Doug Gray CPA, CFP

80

Integrated financial & tax planning

8

John S Craite, CPA, P.C.

79

Traditional CPA services

9

Figer & Company

78

Business accounting services

10

Holcomb Charles CPA

77

Local accounting support

11

Eugene S Lusby CPA

76

Individual tax preparation

 

1. Dimov Partners Austin (Score: 96/100)

Overview

Dimov Partners Austin is a premier full-service CPA firm located in downtown Austin (106 E 6th St, Suite 900), offering comprehensive tax and accounting services for individuals and businesses. Founded and led by George Dimov, CPA, the firm brings over 20 years of accounting and consulting expertise across diverse industries and maintains licensure in all 50 states. As part of a nationally-recognized practice with locations in major metropolitan areas, including New York, the firm combines sophisticated technical capabilities with modern, accessible service delivery.

The firm specializes in individual and corporate tax preparation, international tax compliance, forensic accounting, bookkeeping, payroll services, and strategic business advisory. George Dimov holds Master’s, Bachelor’s, and Associate degrees in accounting and business, maintains CPA licensure in New York and California, plus federal registration as a Tax Preparer for all 50 states, and has been featured in major publications, including Entrepreneur magazine for tax strategy insights.

The Austin practice maintains exceptional accessibility with 9 AM – 8 PM operating hours seven days a week (Monday through Sunday), secure digital portals for document exchange, and both in-person and virtual consultation capabilities. With over 1,500 clients served annually and a track record spanning from the 2008 economic downturn to the present, the firm demonstrates operational resilience and sustained growth.

 

Best For

  • Technology sector clients requiring R&D tax credit optimization and equity compensation expertise (RSUs, stock options)
  • Real estate professionals needing cost segregation studies and 1031 exchange strategies
  • Creative professionals managing royalty income and touring expense compliance
  • International tax situations, including expatriates, foreign income, and cross-border compliance
  • Cryptocurrency investors require specialized digital asset taxation
  • Multi-state taxpayers with complex filing obligations across jurisdictions
  • Clients seeking 24/7 accessibility with evening and weekend availability
  • Remote workers and relocating executives are optimizing tax positions in Texas
  • Businesses requiring forensic accounting for disputes, fraud investigation, or valuation
  • Startups and venture-backed companies needing investor-ready financials and strategic structuring
 

Strengths

Extensive Multi-State Expertise & National Presence
 With CPA licensure in New York, California, and federal authorization for all 50 states, Dimov Partners maintains a unique capability to serve clients with cross-border obligations, critical for Austin’s transplant population and businesses with multi-state operations. Over 20 years of practice across major metropolitan areas provides exposure to diverse regulatory environments and complex scenarios that purely local practices may lack.

Comprehensive Service Portfolio
 Services span the full spectrum from basic individual tax preparation to sophisticated forensic accounting, international tax compliance, business valuations, M&A consulting, and specialized cryptocurrency taxation. This breadth enables integrated solutions for clients with evolving needs without requiring multiple provider relationships.

Technology-Forward Operations
 The firm emphasizes modern service delivery, including secure digital portals, digital document sharing, electronic signatures, and flexible virtual consultation capabilities alongside traditional in-person meetings. This technology adoption enhances efficiency, security, and convenience, particularly for busy professionals and remote clients.

Exceptional Accessibility & Responsiveness
 Operating 9 AM – 8 PM seven days a week represents extraordinary availability compared to traditional 8-5 weekday-only practices. Client reviews specifically highlight “crazy responsive” communication, including evening and weekend support, valuable during tax season and for urgent situations. The firm’s emphasis on responsiveness creates a competitive advantage in time-sensitive matters.

Strong Client Satisfaction
 With a 4.8/5 rating across 176+ reviews on the Chamber of Commerce, 90 verified reviews on Yelp (4.8 stars), and consistent positive feedback on Google, TaxBuzz, and Yahoo Local, the firm demonstrates sustained service quality. Clients specifically praise technical knowledge, thoroughness, responsiveness, and the team’s ability to handle complex situations while making tax preparation stress-free.

Specialized Industry Expertise
 The firm maintains demonstrated capability in high-demand specializations, including:

  • Technology sector: Equity compensation planning, R&D tax credits, investor-ready financials
  • Real estate: Cost segregation, 1031 exchanges, depreciation optimization, cash flow improvement
  • Creative industries: Royalty income, touring expenses, self-employment compliance
  • International tax: Expatriate planning, foreign income reporting, treaty optimization
  • Cryptocurrency: Digital asset taxation, including tracking, compliance, and strategic planning
  • Forensic accounting: 92% success rate in court cases, fraud investigations, and  asset tracing
 

Proven Track Record & Stability
 Founded during the 2008 economic downturn and sustained through multiple business cycles, demonstrates resilience. The firm’s growth to serving 1,500+ clients annually while maintaining high satisfaction ratings indicates scalable quality systems. Team expansion in 2024-2025 with experienced professionals (including team members with Big Four firm backgrounds) suggests a continued growth trajectory.

Transparent Pricing & Free Consultations
 The firm offers free initial consultations, enabling clients to assess fit before engagement. Custom packages tailored to specific needs provide pricing transparency. Documented client experiences include substantial tax savings (one client saved $18,000+ in missed deductions, another saved $20,000+ versus DIY software), demonstrating value delivery that can substantially exceed service costs.

Proactive Tax Strategy
 Beyond reactive tax preparation, the firm emphasizes year-round proactive planning, including income timing strategies, deduction optimization, multi-year tax positioning, and strategic structuring. This forward-looking approach helps clients minimize tax obligations rather than simply documenting them at year-end.

Multilingual Capabilities
 With team fluency in Bulgarian, English, and other languages, the firm can serve Austin’s diverse international population and expatriate communities in their preferred languages.

Professional Recognition
 George Dimov’s published articles in Entrepreneur magazine and media features demonstrate thought leadership. The firm’s SOC 2 compliance discussions and emphasis on data security reflect a commitment to protecting sensitive client information.

 

Trade-offs / Watch-outs

Higher Volume Practice Considerations
 With 1,500+ clients served annually, prospective clients should understand this represents a higher-volume practice compared to small boutique firms serving 50-100 clients. While systems and processes enable this scale, clients seeking extremely low client-to-CPA ratios may prefer smaller practices. However, the firm’s strong review ratings suggest quality systems prevent service degradation at scale.

Mixed Review Feedback
 While overall ratings are strong (4.8/5), the firm has some critical reviews, including a detailed negative experience from another CPA regarding rental property tax preparation with claimed errors costing “thousands of dollars” and missed elections affecting “multiple years.” The firm’s response to this review demonstrates willingness to remedy situations (assigning a different senior tax expert whom the reviewer praised as “highly professional” with “exceptional standards”). This pattern suggests occasional execution issues but strong recovery protocols.

Pricing in Upper Range
 The firm positions itself as a premium provider with commensurate pricing. Individual tax preparation ranges $1,500-$5,000+ depending on complexity; business services reflect a similar positioning. Budget-conscious clients seeking the lowest-cost providers should explore alternatives, though documented tax savings often exceed service costs for complex situations.

Peak Season Capacity
 Like all CPA practices, demand spikes during tax season. Early engagement (November-January) for tax season work ensures optimal scheduling and allows time for thorough planning rather than rushed preparation.

National Firm Model vs. Local Boutique Feel
 As part of a multi-location practice with offices in major markets, the firm operates with more corporate systems compared to small local practices. Clients preferring highly personal, relationship-driven service with the same individual CPA for every interaction may prefer smaller local firms.

 

Procurement Notes

Initial Consultation: Take advantage of free consultation to discuss specific needs, assess personal fit with assigned CPA, understand service approach, and clarify fee structures.

Complexity Documentation: For complex situations (multiple income sources, rental properties, international income, cryptocurrency, business ownership), prepare comprehensive documentation of tax situation to enable accurate fee estimation.

Technology Requirements: Discuss digital portal capabilities, document upload procedures, communication preferences (email, phone, portal messaging), and expected response timeframes during and outside tax season.

Multi-State Planning: For clients with obligations in multiple states or considering relocation, specifically discuss the firm’s approach to multi-state compliance, estimated payment coordination, and long-term tax positioning strategies.

Specialized Service Validation: If requiring specialized services (forensic accounting, international tax, R&D credits, cost segregation), request specific examples of recent engagements in those areas and discuss the assigned team’s relevant credentials.

CPA Assignment Clarity: Understand which specific CPA and team members will handle your engagement. Request information on their credentials, years of experience, and relevant industry expertise.

Engagement Letter Review: Carefully review the engagement letter specifying services, deliverables, timelines, fees, and communication protocols before signing. Clarify any ambiguous terms.

Proactive Planning Discussions: For business owners and high-income individuals, schedule mid-year planning sessions (June-August) to implement tax-saving strategies before year-end rather than discovering missed opportunities at tax time.

References: Request client references with similar profiles (industry, service needs, complexity) to validate service quality expectations, particularly for highly specialized needs.

 

Key Sources

  • Dimov Tax Austin website
  • Google Maps business listing
  • Yelp business profile (90 reviews, 4.8/5 rating)
  • Chamber of Commerce reviews (176 reviews, 4.8/5 rating)
  • TaxBuzz professional directory
  • Yahoo Local verified reviews
  • LinkedIn company profile
  • Entrepreneur magazine articles by George Dimov
  • Texas State Board of Public Accountancy licensure records
 

2. Maxwell Locke & Ritter (Score: 92/100)

Overview

Austin’s largest locally-owned CPA firm (founded 1991, 140+ employees, 22 partners). Headquartered downtown with a Round Rock office. Led by Kyle Parks. BBB A+ rated with 85+ industry awards, including “#1 Best Mid-sized Accounting Firm to Work For.”

 

Best For

  • Established businesses needing audit services
  • Tech companies require strategic tax planning
  • Real estate developers and investors
  • Entertainment professionals (music industry niche)
  • Nonprofits needing Form 990 and compliance
  • High-net-worth individuals
  • Companies requiring M&A advisory or SOC examinations
 

Key Strengths

  • 34 years of Austin market knowledge
  • Experienced-hire model (no junior staff learning on clients)
  • Exceptionally low turnover = consistent service teams
  • Comprehensive services, including wealth management (ML&R Wealth Management)
  • Strong audit capabilities for lenders/investors
  • Top 200 nationally ranked (#116)
 

Watch-outs

  • Premium pricing positioning
  • Larger firm (may lack boutique intimacy)
  • Limited public pricing info
  • Austin/Round Rock only (verify multi-state capabilities)
 

3. Dark Horse CPAs (Score: 89/100)

Overview

Modern, collaborative CPA firm with a distributed model. “Great Place to Work” certified with SOC 2 compliance. Advisory-first approach emphasizing year-round proactive tax planning.

 

Best For

  • Small businesses seeking proactive tax planning vs. reactive prep
  • Entrepreneurs needing integrated bookkeeping/tax/CFO advisory
  • Technology-comfortable clients
  • Crypto/NFT taxation needs
  • Multi-state taxpayers
 

Key Strengths

  • 4.9/5 stars, 90% repeat business, 80% NPS (vs 38% industry average)
  • Direct CPA access (no junior staff delegation)
  • Documented substantial tax savings (testimonials show $20K+)
  • Modern tech platform with SOC 2 security
  • Specialized crypto, real estate, and international tax expertise
 

Watch-outs

  • Newer market entrant (less established presence)
  • Distributed model (verify continuity protocols)
  • Limited audit services
  • Smaller review volume
 

4. Kojzarek CPA, PC (Score: 84/100)

Overview

Independent practice led by Sharon E. Kojzarek, CPA. Austin downtown and Taylor offices. Traditional CPA values emphasize personal relationships.

 

Best For

  • Individual tax preparation with personal CPA access
  • Small business basic bookkeeping/tax compliance
  • Budget-conscious clients
  • Those valuing year-over-year consistency with the same CPA
 

Key Strengths

  • Direct CPA access (no delegation)
  • Texas-licensed, IRS-enrolled
  • Two convenient locations
  • Traditional relationship-focused service
 

Watch-outs

  • Limited online presence/reviews
  • Technology capabilities unclear
  • Solo practitioner capacity constraints
  • Service specialization details minimal
 

5. TaxHelp LLC (Score: 82/100)

Overview

Led by Fred Vogt. Specializes in IRS problem resolution, including back taxes, payment plans, and representation. 4.9/5 stars, documented 25+ year client relationships.

 

Best For

  • Taxpayers behind on filing or facing IRS collection
  • Tax debt needing payment plans/offer-in-compromise
  • IRS Fresh Start Program participants
  • Unfiled returns across multiple years
  • Business formation consulting
 

Key Strengths

  • IRS problem resolution specialization
  • Fresh Start Program, installment agreements, penalty abatement expertise
  • Strong long-term relationships (25+ years documented)
  • Bookkeeping error correction prevents overpayment
  • Free 30-minute consultation
  • Secure digital file transfer
 

Watch-outs

  • Limited online presence
  • Smaller review volume (though highly rated)
  • Not BBB accredited
  • M-F 9-5 hours only
  • Solo practitioner capacity limits
 

6. Marci Shafto CPA LLC (Score: 81/100)

Overview

Led by Marci Shafto, CPA (20+ years of Austin experience, former Dell/Applied Materials). Established in 2014. Relationship-focused practice. BBA Accounting (Texas A&M), MBA (St. Edwards).

 

Best For

  • Complex investments (oil/gas MLPs, K-1 income)
  • Professionals frustrated with tax software limitations
  • Small businesses want personalized relationships
  • Multiple business entities need coordination
 

Key Strengths

  • Relationship development focus (understands goals beyond numbers)
  • Specialized complex investment expertise (documented $33K IRS overpayment prevention)
  • Corporate background (Dell, Applied Materials, Trammel Crow)
  • Responsive crisis service (completed multiple returns despite last-minute engagement)
  • Free rate consultation
 

Watch-outs

  • Solo practitioner capacity constraints
  • Limited team backup resources
  • Technology details unclear
  • M-F 9-5 hours
 

7. Doug Gray CPA, CFP (Score: 80/100)

Overview

Part of Gray, Collins & Moreland, P.C., with dual CPA/CFP credentials enabling integrated tax and financial planning.

 

Best For

  • Integrated tax and financial planning coordination
  • High-net-worth wealth management + tax optimization
  • Retirement-focused individuals
  • Business owners needing integrated business/personal strategies
 

Key Strengths

  • Rare dual CPA/CFP credentials
  • Coordinated tax and investment strategies
  • Holistic financial planning (retirement, estate, education)
  • Tax-efficient investment management
  • CPA firm infrastructure support
 

Watch-outs

  • Limited public information
  • Complex fee structures (accounting + AUM/planning fees)
  • Verify service scope and delegation
  • Investment advisory details need clarification
 

8-11. Additional Austin-Area CPA Firms

John S Craite, CPA, P.C. (Score: 79/100)

Independent CPA practice at 512cpa.com serving individual and business taxation needs. Located in Austin, providing traditional CPA services. Limited public information available; prospective clients should conduct direct consultations to assess capabilities, service approach, and fee structures.

Best For: Clients seeking an established local CPA with a traditional service model and direct practitioner access.

 

Figer & Company (Score: 78/100)

Austin CPA firm providing business accounting, tax preparation, and advisory services. Established local presence with focus on small-to-medium business clients. Limited online detail; suitable for businesses seeking comprehensive accounting support.

Best For: Small business owners requiring integrated bookkeeping, tax preparation, and business advisory services.

 

Holcomb Charles CPA (Score: 77/100)

Local Austin CPA practice offering tax and accounting services. Traditional practice model emphasizing personal relationships and direct CPA access. Limited public information available.

Best For: Individual taxpayers and small businesses preferring local, relationship-focused CPA services.

 

Eugene S Lusby CPA (Score: 76/100)

An individual practitioner or a small practice serving personal tax preparation and small business needs. Established local presence in the Austin market.

Best For: Clients seeking straightforward tax preparation with direct CPA access and personalized attention.

 

6. Cross-Firm Patterns and Market Observations

Several patterns emerge across Austin’s CPA firm landscape:

Growth Market Dynamics
 Austin’s rapid population and business growth create strong demand for CPA services, with particular emphasis on technology sector expertise, real estate specialization, and multi-state tax capability for relocating professionals.

Technology Adoption Spectrum
 Clear differentiation exists between firms emphasizing modern cloud accounting, virtual service delivery, and digital workflows (Dimov Partners, Dark Horse) versus traditional practices centered on in-person relationships and conventional processes.

Specialization Variation
 Firms demonstrate varied expertise: some focus on proactive tax planning and advisory (Dark Horse), others emphasize IRS problem resolution (TaxHelp), while established firms provide comprehensive audit and assurance capabilities (Maxwell Locke & Ritter).

National vs. Local Positioning
 The market includes both nationally-recognized firms with multi-state operations (Dimov Partners, Maxwell Locke & Ritter) and purely local independent practitioners, each offering distinct advantages in resources and relationship intimacy.

IRS Representation Capability
 Not all CPA firms maintain active IRS representation practices. Clients facing audits or tax disputes should specifically verify representation experience and Enrolled Agent credentials.

Service Integration Trends
 Leading firms increasingly bundle bookkeeping, tax preparation, and strategic advisory into integrated engagements rather than offering fragmented point solutions, creating efficiency and identifying optimization opportunities.

Pricing Transparency Challenges
 Like most professional services, detailed pricing remains largely non-public across Austin CPA firms. Prospective clients should expect to discuss fees during consultation based on the specific situation complexity.

Texas Tax Environment Advantage
 Austin’s location in income-tax-free Texas creates specialization opportunities: firms help relocating professionals optimize multi-state obligations and structure finances to leverage Texas’s favorable tax environment.

 

7. Recommendations by Use Case

7.1 Multi-State Taxpayers & Technology Professionals

Top Choice: Dimov Partners Austin
 With all-50-states federal authorization, specialized technology sector expertise, including equity compensation and R&D credits, plus international tax capabilities, Dimov Partners excels in complex multi-jurisdictional situations.

Why It Matters: Relocating professionals and technology workers face multi-state allocation, stock option taxation, and 83(b) elections requiring specialized knowledge beyond basic tax preparation.

 

7.2 Established Businesses Requiring Audit Services

Top Choice: Maxwell Locke & Ritter
 As Central Texas’s largest locally-owned firm with a robust audit practice, quality control infrastructure, and industry specializations, Maxwell Locke & Ritter provides comprehensive assurance services for lenders, investors, and governance requirements.

Why It Matters: Financial statement audits require firm independence, professional quality control, and deep technical expertise that smaller practices may not maintain.

 

7.3 Small Businesses Seeking Proactive Tax Planning

Top Choice: Dark Horse CPAs
 Emphasis on year-round tax strategy versus reactive preparation, combined with integrated bookkeeping and fractional CFO services, positions Dark Horse for businesses wanting planning value exceeding service costs.

Why It Matters: Proactive planning identifies tax-saving strategies (timing, entity structure, retirement contributions) that year-end-only preparation misses, often saving multiples of CPA fees.

 

7.4 Taxpayers Facing IRS Problems

Top Choice: TaxHelp LLC
 Specialized IRS problem resolution expertise, including back returns, payment plans, offer-in-compromise, and Fresh Start Program participation, provides critical advocacy for taxpayers in IRS difficulties.

Why It Matters: IRS representation requires specific procedural knowledge, negotiation strategies, and understanding of taxpayer rights that general practitioners may lack.

 

7.5 Individuals with Complex Investments

Top Choice: Marci Shafto CPA LLC
 Documented expertise in oil/gas MLPs, K-1 partnerships, and specialized investment taxation provides depth for individuals with portfolios beyond standard W-2 income.

Why It Matters: Complex investments (MLPs, partnerships, real estate, alternative assets) involve specialized tax rules (passive activity loss, unrelated business income, depletion) requiring dedicated expertise.

 

7.6 High-Net-Worth Individuals Seeking Integrated Planning

Top Choice: Doug Gray CPA, CFP
 Dual CPA/CFP credentials enable coordinated tax and financial planning where investment strategies consider tax implications and tax planning considers wealth goals, eliminating coordination gaps.

Why It Matters: Fragmented service models (separate tax preparer and financial advisor) often result in suboptimal strategies due to limited communication and coordination.

 

7.7 Real Estate Professionals & Investors

Top Choice: Dimov Partners Austin
 Specialized real estate services, including cost segregation studies (accelerating depreciation), 1031 exchange strategies, and cash flow optimization, provide substantial value for active investors and professionals.

Why It Matters: Cost segregation alone can advance significant depreciation deductions (sometimes $100K+) that standard depreciation schedules miss, generating immediate tax savings.

 

7.8 Technology-Oriented Clients

Top Choice: Dimov Partners Austin or Dark Horse CPAs
 Both emphasize modern technology platforms, cloud accounting integration, digital workflows, and virtual service delivery aligned with tech-savvy clients.

Selection Factors: Choose Dimov Partners for sophisticated multi-state and international expertise plus 24/7 availability; choose Dark Horse for proactive planning focus and collaborative model.

 

7.9 Local Community Members Preferring Established Relationships

Top Choices: Kojzarek CPA, Marci Shafto CPA, John S Craite
 Independent practitioners with established Austin presence provide direct CPA access, personal relationships, and local market knowledge for clients prioritizing relationship intimacy over large-firm resources.

Why It Matters: Some clients prefer working with the same CPA consistently rather than being assigned to different team members, even if sacrificing some specialized capabilities.

 

8. Limitations

This report relies on publicly available information, including firm websites, professional directories, third-party review platforms, and business databases. It does not include:

  • Proprietary client outcome data or controlled service quality testing
  • Confidential fee schedules or detailed engagement pricing (firms maintain different pricing models)
  • Behind-the-scenes operational assessments or staff interviews
  • Real-time capacity availability or current workload status
  • Comprehensive verification of all claimed credentials and specializations
  • Direct experience with each firm’s service delivery quality

Firm capabilities evolve through partner changes, practice area expansion, technology adoption, and market positioning shifts. Scores reflect comparative frameworks rather than objective quality measurements.

Important: Procurement decisions should incorporate:

  • Direct consultations with multiple firms
  • Detailed reference checks with clients having similar profiles
  • Licensure verification through the Texas State Board of Public Accountancy
  • Written engagement letters clearly specifying scope, deliverables, and fees
  • Assessment of personal chemistry and communication style

The “best” CPA firm is inherently use-case dependent. A firm ranking #1 overall may not be optimal for specific, specialized needs, while a firm ranking lower overall may be ideal for particular situations.

 

9. Conclusion

Selecting a CPA firm represents a consequential decision impacting tax liabilities, compliance risk, financial statement quality, and strategic business guidance. High-performing engagements emphasize expertise alignment, service delivery excellence, communication quality, and value realization over simplistic, lowest-cost selection.

In the Austin market context, Dimov Partners Austin ranks #1 for individuals and businesses seeking technology-forward, nationally-recognized CPA services backed by over 20 years of experience, all-50-states authorization, specialized expertise across technology/real estate/international taxation, and demonstrated client satisfaction with 24/7 availability. The firm’s comprehensive service portfolio, modern delivery methods, and track record of substantial tax savings make it particularly well-suited for complex situations, including multi-state obligations, equity compensation, cryptocurrency, and proactive strategic planning.

Maxwell Locke & Ritter represents the premium choice for established businesses requiring audit and assurance services, offering Central Texas’s largest locally-owned firm with quality control infrastructure, an experienced-hire model, and low-turnover consistency.

Dark Horse CPAs excels for small businesses seeking proactive tax planning versus reactive compliance, offering year-round advisory focus with documented tax savings exceeding service costs.

TaxHelp LLC serves taxpayers facing IRS problems with specialized resolution expertise, including back returns, debt negotiation, and Fresh Start Program participation.

Regardless of firm selection, procurement success requires:

  1. Expertise Verification: Confirm relevant experience depth in your specific service needs through references and capability discussions, not just generic claims.
  2. Clear Scope Definition: Document services, deliverables, timelines, and fee structures in written engagement letters before work commences.
  3. Communication Protocol: Establish response time expectations, preferred communication methods (email, phone, portal), meeting frequency, and escalation procedures.
  4. Technology Alignment: Verify accounting software compatibility, digital portal capabilities, security protocols, and service delivery methods match your operational preferences.
  5. Reference Validation: Speak with at least 2-3 clients having similar profiles (industry, complexity, services needed) to validate service quality, responsiveness, and value delivery expectations.
  6. Licensure Confirmation: Verify CPA licensure status through the Texas State Board of Public Accountancy to ensure good standing and no disciplinary actions.
  7. Fee Transparency: Understand the complete fee structure, including hourly rates, fixed fees, value-based pricing, and what specific services each fee covers. Clarify billing cycles, payment terms, and additional cost items.
  8. Proactive Planning Emphasis: For business owners and high-income individuals, prioritize firms offering year-round planning sessions beyond annual tax preparation to maximize value.
 

Procurement Checklist

Use this checklist to evaluate Austin CPA firms consistently and reduce subjective selection bias:

Initial Research Phase

□ Verify CPA licensure and good standing with the Texas State Board of Public Accountancy
 □ Review firm website for service offerings, team credentials, and technology capabilities
 □ Check third-party reviews on Google, Yelp, Birdeye, and BBB for service quality patterns
 □ Confirm relevant industry or specialty experience (if applicable to your needs)
 □ Verify office locations and meeting availability preferences
 □ Research firm size, years in practice, and market reputation
 □ Identify firms with specific needed capabilities (audit, international tax, IRS representation)

 

Consultation Phase

□ Request initial consultation (many firms offer free consultations)
 □ Discuss specific service needs and confirm the firm’s direct experience depth
 □ Ask who will handle your engagement (partner, manager, staff level) and their credentials
 □ Request client references with similar profiles (industry, complexity, geography)
 □ Understand fee structure (hourly, fixed, value-based) and typical engagement costs for your situation
 □ Clarify technology requirements: digital portal, cloud accounting integration, software compatibility
 □ Discuss communication preferences and response time expectations during and outside tax season
 □ Review sample engagement letter if available
 □ For multi-state situations: Confirm experience with specific states and approach to compliance
 □ For specialized needs: Verify specific expertise (R&D credits, cost segregation, cryptocurrency, etc.)
 □ Understand capacity and timing: Can they meet your deadlines? What’s their current workload?

 

Decision Phase

□ Compare at least 2-3 qualified firms for service and pricing benchmarking
 □ Speak with provided references about service quality, responsiveness, and value delivery
 □ Verify insurance coverage (professional liability/errors & omissions) if engaging for complex services
 □ Review and negotiate engagement letter terms before signing
 □ Confirm data security protocols and confidentiality protections
 □ Set communication cadence and designated contact points
 □ Understand continuity plan if assigned CPA is unavailable
 □ Clarify what happens if you’re unsatisfied: refund policies, transition assistance

 

Ongoing Relationship Management

□ Provide complete, organized documentation promptly for all requests
 □ Respond to CPA questions and clarifications within 24-48 hours
 □ Review all prepared returns and financial statements before filing/distribution
 □ Ask questions about anything unclear in tax planning or financial advice
 □ Maintain regular communication beyond tax season for proactive planning
 □ Schedule mid-year planning sessions (June-August) to implement tax-saving strategies
 □ Provide feedback on service quality and areas for improvement
 □ Conduct annual relationship review to confirm continued fit
 □ Keep CPA informed of major life/business changes affecting tax situation

 

Frequently Asked Questions

What qualifications should I look for in an Austin CPA firm?

At minimum, verify active CPA licensure through the Texas State Board of Public Accountancy (www.tsbpa.texas.gov). Beyond licensure, consider:

  • Years of relevant experience in your specific service needs (individual tax, business, industry specialization)
  • Specialized credentials: Enrolled Agent (EA) for IRS representation, MST (Master of Science in Taxation), CFP (Certified Financial Planner), industry certifications
  • Multi-state capability if you have obligations beyond Texas
  • Technology capabilities: Cloud accounting, digital portals, modern workflows
  • Evidence of client satisfaction: Reviews, testimonials, references
  • Professional liability insurance: Protects you if errors occur
 

How much do CPA services cost in Austin?

Pricing varies significantly based on service complexity, firm positioning, and engagement scope. General ranges (2026):

Individual Tax Returns:

  • Simple (W-2 only): $300-$600
  • Moderate complexity (self-employment, rental property): $600-$1,500
  • Complex (multiple businesses, investments, multi-state): $1,500-$5,000+

Business Tax Returns:

  • Small business (pass-through): $1,000-$3,000
  • Corporations: $2,000-$5,000+
  • Complex entities with multiple schedules: $5,000-$15,000+

Monthly Bookkeeping:

  • Basic (low transaction volume): $300-$600/month
  • Moderate complexity: $600-$1,500/month
  • High volume or multiple entities: $1,500-$3,000+/month

Advisory/Consulting:

  • Hourly rates: $150-$500+ based on seniority and specialization
  • Fixed-fee projects: Varies widely based on scope

Specialized Services:

  • Cost segregation studies: $5,000-$15,000+ (but can save $50K-$200K+ in taxes)
  • R&D tax credit studies: Typically percentage of credit identified
  • IRS representation: $2,500-$10,000+ depending on complexity

Always request detailed fee estimates during consultation based on your specific situation.

 

What’s the difference between a CPA and a tax preparer?

CPAs (Certified Public Accountants):

  • Passed the rigorous Uniform CPA Examination
  • Met education requirements (typically 150 college credits, including accounting)
  • Satisfied experience requirements under licensed CPA supervision
  • Maintain continuing professional education (40+ hours annually in Texas)
  • Can provide attestation services (audits, reviews, compilations)
  • Unlimited representation rights before the IRS
  • State-licensed professionals are subject to ethics rules and discipline

Tax Preparers (non-CPA):

  • May have no formal credentials (unlicensed preparers)
  • OR may be Enrolled Agents (EA): federally-licensed tax specialists with IRS representation rights
  • Cannot perform audits or attestation services
  • Limited or no representation rights (unlicensed preparers can only represent clients they prepared returns for, and only before IRS revenue agents/customer service)
  • No state licensure or mandatory continuing education (except EAs)
 

When should I hire a CPA versus doing taxes myself?

Consider a professional CPA engagement when you have:

Complexity Indicators:

  • Business income (self-employment, LLC, S-Corp, C-Corp, partnership)
  • Rental properties requiring depreciation tracking
  • Complex investments (partnerships, MLPs, cryptocurrency, foreign accounts)
  • Multi-state tax obligations
  • Stock options, RSUs, or equity compensation
  • Estate planning needs or trust income
  • IRS audit or notice response requirements
  • Foreign income or expatriate situations
  • Significant charitable contributions or itemized deductions
  • Major life changes (marriage, divorce, inheritance, business sale)

Value Indicators:

  • Your time is worth more than the time required to learn tax law and prepare correctly
  • Professional optimization could save more than the engagement cost
  • You need IRS representation rights
  • You want proactive planning versus just compliance
  • You prefer accountability and professional review versus self-preparation risk

When Software May Suffice:

  • Single W-2 income with standard deduction
  • No business income or rental properties
  • Simple investment income (basic dividends/interest only)
  • No multi-state obligations
  • Straightforward situation with minimal year-to-year changes

However, even “simple” situations benefit from occasional CPA review to identify missed opportunities and ensure compliance.

 

Do Austin CPAs specialize in Texas tax advantages?

Yes, experienced Austin CPAs help clients leverage Texas’s favorable tax environment:

Texas Tax Advantages:

  • No state income tax: Major benefit for high-income individuals and businesses
  • No corporate income tax: Only franchise tax (revenue-based, more favorable than income tax)
  • Homestead protection: Significant asset protection benefits
  • Business-friendly environment: Lower regulatory burden

How CPAs Help:

  • Relocation planning: Optimizing move from high-tax states (California, New York, New Jersey), including timing, domicile establishment, and multi-state allocation
  • Residency planning: Ensuring proper documentation to defend Texas residency if challenged by the former state
  • Multi-state coordination: Managing obligations in multiple states for remote workers or businesses
  • Business structure optimization: Leveraging Texas franchise tax rules versus income tax structures
  • Sales tax compliance: Navigating Texas sales and use tax obligations
  • Property tax strategies: While Texas has higher property taxes, CPAs coordinate with tax attorneys on protest strategies

Austin-experienced CPAs understand how Texas’s favorable tax structure creates opportunities while avoiding pitfalls like improper domicile establishment or continued obligations to former states.

 

What should I ask during a CPA consultation?

Background & Credentials:

  • How many years have you practiced in Austin/Texas?
  • What are your credentials (CPA, EA, MST, CFP, etc.)?
  • Are you licensed in multiple states?
  • Do you have clients with situations similar to mine?

Service Approach:

  • Who specifically will work on my engagement?
  • How often will I communicate with a partner/senior CPA versus staff?
  • What’s your typical response time during and outside tax season?
  • Do you provide year-round planning or just annual preparation?
  • What’s your process for reviewing returns before filing?

Expertise Validation:

  • How many clients do you serve in my industry?
  • What experience do you have with [specific need: international tax, cryptocurrency, cost segregation, etc.]?
  • Can you provide references from similar clients?
  • How do you stay current on tax law changes?

Technology & Process:

  • What accounting software do you support?
  • Do you provide a secure client portal?
  • How do you handle document exchange and signatures?
  • Do you offer virtual meetings or require in-person?

Fees & Value:

  • What’s your fee structure (hourly, fixed, value-based)?
  • What would you estimate for my situation?
  • What’s included versus additional charges?
  • How do you bill (monthly, quarterly, after completion)?
  • What happens if I’m unsatisfied with the service?

Relationship Expectations:

  • What do you need from me to serve me well?
  • How proactive are you versus reactive?
  • Do you provide tax planning recommendations?
  • What’s your capacity for new clients?
 

How do I verify a CPA’s license in Texas?

Texas State Board of Public Accountancy:

  • Website: www.tsbpa.texas.gov
  • Phone: (512) 305-7800
  • License Search: Use the online “License Holder Lookup.”

What to Verify:

  • Active license status: Ensure license is current, not expired or suspended
  • No disciplinary actions: Check for complaints or sanctions
  • Correct credentials: Verify the person is actually a CPA, not just a preparer
  • Firm registration: If applicable, verify firm registration

Red Flags:

  • Unlicensed individuals claiming to be CPAs
  • Expired or suspended licenses
  • Multiple disciplinary actions
  • Practicing without the required firm registration
 

Should I choose a large CPA firm or a small practice?

Both models offer distinct advantages:

Large/Mid-Sized Firms (Maxwell Locke & Ritter, Dimov Partners):

Advantages:

  • More specialized expertise and resources
  • Backup coverage if your CPA is unavailable
  • Sophisticated technology and systems
  • Audit and attestation capabilities
  • Multi-state and international reach
  • Professional quality control infrastructure

Considerations:

  • May work with different team members on different matters
  • Higher fee structures typically
  • More corporate/systematic approach
  • Potentially less flexible or personalized

Small/Solo Practices (Kojzarek, Marci Shafto, TaxHelp):

Advantages:

  • Direct access to the owner/principal CPA
  • Highly personal relationships
  • Often more flexible and responsive
  • Typically lower fees
  • Simpler decision-making

Considerations:

  • Limited backup if CPA is unavailable
  • May have capacity constraints during peak season
  • Fewer specialized resources
  • Generally can’t provide audit services
  • May lack multi-state or international depth

Best Choice Depends On:

  • Complexity: High complexity favors larger firms
  • Relationship preference: Want the same person every time? Choose smaller
  • Budget: Smaller firms often charge less
  • Specialized needs: Audits, international tax, and forensics require larger firms
  • Service style: Corporate and systematic vs. personal and flexible
 

Many successful client-CPA relationships exist across both models; match your priorities to firm strengths.

 

References