Expertise.com
2024

Last updated:

Best Accountants in Lakeway

Our Recommended Top 18

We did the research for you!

  • Licensing
  • User Reviews
  • Mystery Shopping Calls

Our goal is to connect people with the best local professionals. We scored Lakeway Accountants on more than 25 variables across five categories, and analyzed the results to give you a hand-picked list of the best.

20

Reviewed

19

Curated

18

Top Picks

Learn about our selection process.

Providers

featured provider = Featured Provider

Website
Lakeway, TX
  • Individual Tax
  • Audits
  • Business Taxes
  • Consulting
  • Accounting

Why choose this provider?

Dimov Tax Specialists serves individuals, families, and businesses in Lakeway. It provides accounting solutions to help clients achieve their financial goals. The full-service firm takes on matters involving payroll and HR outsourcing, accounts payable and receivable, and private equity fund accounting. Its team also offers bookkeeping services and uses different online accounting platforms, such as Wave, FreshBooks, QuickBooks, and Xero. George Dimov, the president and managing owner, has been in the industry for over 15 years.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (304)
Facebook
5.0 / 5 (42)
Yelp
5.0 / 5 (9)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Price: Call for quote

Lakeway, TX

Why choose this provider?

Need help contacting a Accountant in Lakeway? Call our Concierge team at 848-Book-Pro (848-266-5776 from 6 am - 4 pm PT | Mon - Fri). They are standing by to help you get the service you need.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Price: Free booking service | Call 848.Book.Pro!

Website
2121 Lohman’s Crossing Ste 504, #674, Austin, TX 78734

Why choose this provider?

Financial Foothold is a fractional accounting firm serving small business owners and serial entrepreneurs. It offers a free consultation to provide a wide range of accounting services including full charge bookkeeping, controller services, CFO services, and conversions to QBO. With more than 200 years of combined financial and accounting experience, its team has established partnerships in different industries such as legal, HR, and executive coaching. The firm's founder, Julianne Autry, has more than 26 years of experience working as an investor, financial manager and corporate financial analyst.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (13)
Yelp
5.0 / 5 (3)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
7703 North Lamar Boulevard, Austin, TX 78752

Why choose this provider?

Tony Ramos, CPA, is a full-service accounting firm that provides tax, consulting, and accounting services to individuals and small businesses in Lakeway and the surrounding areas. The firm primarily focuses its services on industries including legal, technology, and medical practices. It performs small business accounting, QuickBooks services, tax planning and preparation, outsourced controller and CFO services, and new business advisory. Its namesake and owner, Tony Ramos, brings over 10 years of CPA experience to the firm.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
3.0
Google
3.0 / 5 (8)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
3.3
Responsiveness
Friendliness
Helpfulness
Detail
––

Website
205 North Commons Ford Road, Austin, TX 78733

Why choose this provider?

Corrin Gani, CPA, PLLC is an Austin, Texas-based Certified Public Accountant who has been serving clients for almost a decade. Corrin's firm provides a range of services, including accounting, tax preparation, bookkeeping, payroll management, audit representation, and more. The office serves both individual and business clients, as well as nonprofit organizations. Understanding that her clients have diverse needs, schedules, and preferences, Corrin prides herself on offering remote, cloud-based accounting as well as the more traditional option of meeting in person. Corrin is a member of the Texas Society of CPAs and the National Association of Professional Women.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
12407 North Mopac Expressway, Austin, TX 78758

Why choose this provider?

Mikella Maughan, CPA, PC, helps both individuals and business entities in Lakeway with their accounting and bookkeeping, payroll, tax, and QuickBooks needs. It also acts as a Certified Professional QuickBooks Advisor. The firm deals with account reconciliations, balance sheets, e-payment of payroll taxes deposits, payroll calculations, property taxes, and unpaid taxes. Mikella Maughan, a practitioner of private and public accounting, holds a Master's degree in Professional Accounting. She has been a certified public accountant since 2002.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
4.0
Google
4.0 / 5 (32)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
9433 Bee Cave Road, Austin, TX 78733

Why choose this provider?

Alberto Cohen CPA, P.C., is a tax and accounting firm that serves Lakeway and the neighboring cities. Individuals come to the firm for tax advising and planning, personal financial statements, IRS problem resolution, and handling estates, trusts, and gifts. The company also provides commercial services such as handling payroll and sales tax, accounting and bookkeeping, financial projections, and tax preparation. Its principal, Alberto Cohen, has been in the industry since 1995 and has worked with several accounting firms before managing his own practice.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
4.3
Google
4.0 / 5 (7)
Facebook
5.0 / 5 (3)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
3.8
Responsiveness
Friendliness
Helpfulness
Detail
––

Website
1301 South Capital of Texas Highway, Austin, TX 78746

Why choose this provider?

DK Partners is an Austin-based accounting firm that has been serving Lakeway and all of Texas for more than 30 years. The firm is composed of tax experts, auditing professionals, and certified public accountants, including its founder and President, Daniel Davila III, who has been practicing public accounting in Texas for four decades. Among DK Partners' services are tax preparation and planning, preparation of financial statements, assistance with payroll processing, and establishment of chart accounts.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (12)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
907 Ranch Road 620, Lakeway, TX 78734

Why choose this provider?

Jane Allen CPA PC is a firm that has been serving clients in Lakeway for over 25 years. Jane Allen and her team provide accounting services to public and private companies. Its tax services include planning, return preparation representation, and divorce-related issues. Businesses can avail themselves of Allen's payroll services available in weekly, bi-weekly, or monthly processing. The company is also able to provide workers' compensation audits, payroll tax preparations, cash flow reports, accounts receivable, and reconciled general ledger.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
3.8
Facebook
5.0 / 5 (11)
Google
3.0 / 5 (9)
Yelp
3.0 / 5 (8)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
2115 Oscars Echo, Spicewood, TX 78669

Why choose this provider?

Mindy L Smith CPA, LTD, is a full-service accounting firm that works with clients in Austin, Spicewood, Lakeway, and other nearby communities. Its accounting services range from payroll processing and cash flow budgeting to preparing financial statements for businesses and individuals. In addition, the firm can perform audits and financial projections. The firm's founder, Mindy Smith, has worked in public and private accounting for over 30 years. Throughout her career, she has put her focus on small and start-up businesses.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Facebook
5.0 / 5 (12)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
2101 Lakeway Boulevard, Lakeway, TX 78734

Why choose this provider?

Curley, LLC is a Certified Public Accounting firm based in the greater Austin, Texas area. Curley is proud to have been serving both individual and business clients for more than two decades. Curley provides a wide range of accounting services, including tax preparation and planning, entity selection, business consulting, QuickBooks setup and training, and more. Curley accountants are dedicated to providing their diverse clients with personalized attention and custom tailoring their services to meet their clients' needs. Chief CPA Erin Curley is a member of the American Institute of Certified Public Accountants and the Texas Society of Certified Public Accountants.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (3)
Facebook
5.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
9600 Great Hills Trail, Austin, TX 78759

Why choose this provider?

Hollis CPA Firm serves individuals, businesses, and organizations in Lakeway with its comprehensive range of audit and accounting services. It meets with its clients on-site or off-site, allowing in-person discussions when necessary, and works virtually based on its clients' needs and preferences. Its services include tax preparation, bookkeeping, consulting, and payroll. Moreover, Hollis CPA Firm provides its Take Two Review program to clients looking to go over tax returns to find missing deductions, credits, and incorrect information, 

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
4.3
Google
4.0 / 5 (19)
Yelp
5.0 / 5 (8)
Facebook
5.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
3321 Bee Cave Road, Austin, TX 78746

Why choose this provider?

Victoria Bogdanovich CPA is an accounting practice that serves individuals, families, and small businesses in Lakeway. Its list of tax-related services includes business/individual tax preparation, trust and estates tax preparation, IRS audit, tax consulting, and unfilled tax returns. Additionally, it provides international tax services, which cover ex-pat taxation, foreign assets reporting, inbound and outbound international tax, dual-status taxpayers, foreign trusts, and FATCA compliance. Victoria Bogdanovich CPA is a remote firm that caters to clients throughout the country.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (19)

Website
1464 East Whitestone Boulevard, Cedar Park, TX 78613

Why choose this provider?

Linda W. Liu CPA Corp. is a Cedar Park-based accounting firm founded in 2011. It caters to individuals and small businesses in the Lakeway metro and its nearby communities. The company offers a range of services, including IRS representation, financial flow management, bookkeeping, and tax preparation. Owner Linda Liu has been in the accounting industry for over a decade and has worked for five major firms in New York and Chicago. She is a member of the Texas State Board of Accountancy: Charter of Accountants.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
4.0
Google
4.0 / 5 (17)
Yelp
4.0 / 5 (9)

Website
2303 Ranch Road 620 South, Lakeway, TX 78734

Why choose this provider?

Donna Holliday Wesling is a Certified Public Accountant who has been serving both individual and business clients in the greater Austin, Texas vicinity for several years. Donna prides herself on providing her diverse client base with the highest quality accounting services. Her office is guided by the principles of professionalism, responsiveness, and quality. Donna and her team provide a wide range of accounting services, including tax preparation, planning, and problem-solving; QuickBooks setup, training, backup, sales, and tips; small business accounting; Chief Financial Officer services; cash flow management; succession planning; and more. They also assist new businesses in their startup enterprises.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
2.5
Responsiveness
Friendliness
Helpfulness
––
Detail
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Website
3000 Joe Dimaggio Boulevard, Round Rock, TX 78665

Why choose this provider?

Ray CPA is a firm servicing Lakeway and the surrounding communities. It offers a wide range of accounting services for individuals and businesses, including elder care, estate planning, small business accounting, business valuation, and cash flow management. A variety of tax services such as planning, preparation, and IRS audit representation are also available. Its team of professionals received education and training in accounting, business, and law. One of them is Josh Ray, who has extensive experience representing businesses in the medical, insurance, and construction industries.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
3.9
Google
4.0 / 5 (13)
Facebook
3.5 / 5 (4)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
4201 Hookbilled Kite Drive, Austin, TX 78738

Why choose this provider?

Larry Bradford, CPA, is a Certified Public Accountant who has been serving clients in the greater Lakeway, Texas area for more than three decades. Licensed in both Texas and Arizona, Larry considers himself an expert in all financial matters, including income tax and litigation. In fact, his office has made more than 300 court appearances on their clients' behalf. His firm offers a range of services, including forensic accounting, business valuations, litigation support, income tax preparation, retirement planning, and more. Larry and his team are also available to assist their clients with problems with the Internal Revenue Service, including audits, collections, appeals, and more.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
3.5
Yelp
3.5 / 5 (3)

Website
9501-B Menchaca Rd #210, Austin, TX 78748

Why choose this provider?

Established in 2000, Sweeten CPA is a local accounting firm that serves individuals, small businesses, and corporations in Lakeway. The Austin-based firm offers a range of accounting solutions, including accounting process design and tax services. It also provides QuickBooks support and assistance on loan applications, business analysis, and budgeting. Its president and founder, Michele Sweeten, is a Certified Valuation Analyst. She specializes in mergers and acquisitions, business valuations, post-tax net worth planning, and GAAP-policy implementation.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
4.1
Google
4.0 / 5 (36)
Facebook
5.0 / 5 (6)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
3.3
Responsiveness
Friendliness
Helpfulness
Detail
––

Frequently Asked Questions

  • Introduction

    Four main types of accountants are available to serve the accounting needs of individuals, large organizations, small businesses, and government agencies. These types of accounting include corporate, forensic, government, and public.

    • Corporate accountants maintain and file financial information for corporations. The focus is on keeping the corporation in legal compliance with tax laws and financial reporting requirements.
    • Forensic accountants gather and recreate financial data that isn’t readily available. These accountants might do that as part of a criminal investigation or if key financial information has been lost and needs to be recovered for legal reasons.
    • Government accountants work for government agencies, such as the IRS or a state tax department. They might also be found working in government offices in positions such as city treasurer or county auditor.
    • Public accountants are the accountants most likely to work with individuals or smaller businesses. These accountants manage financial statements, file tax returns, and record financial transactions. Preparing and filing tax returns are tasks these accountants might do for individuals. For companies, these accountants might handle payroll or bookkeeping besides preparing tax information for reporting purposes.

  • What does an accountant do?

    Accountants maintain financial records and interpret financial information. An accountant at one firm might maintain financial ledgers, while another might take on payroll management duties. Accountants can also specialize in specific areas, such as tax codes.

  • What is the difference between an accountant and a CPA?

    Accountants and CPAs handle many of the same accounting tasks. However, a CPA is an accountant who has passed a state exam to become a certified public accountant. A CPA is typically more trusted in an advisory position when in a business setting.

  • Does everyone need an accountant?

    Most individuals don’t need to hire an accountant, except for when tax season arrives. A small business owner is more likely to need an accountant than an individual because business owners have more complex record-keeping requirements.

  • What does a forensic accountant do?

    Forensic accountants use generally accepted accounting principles (GAAP) to investigate and solve financial mysteries that are typically related to uncovering or resolving suspected criminal activity, such as embezzling. These accountants may work for individuals, businesses, and government agencies.

  • What does a payroll accountant do?

    Processing payroll and employee benefits are key roles of payroll accountants. Some other duties performed by payroll accountants include using software and handling financial statements. These professionals might also analyze financial ledgers, prepare and present reports to management, and advise regarding investment opportunities.

  • Do I need an accounting major to become an accountant?

    You can work as an accountant without majoring in it. However, earning a degree and becoming a CPA offers more earning potential. According to the Bureau of Labor Statistics, certified public accountants who have received at least a bachelor’s degree earn a median annual wage of $73,560.