Finding the right accountant in Plano can save you money and time. Here’s how to make an informed choice and avoid common pitfalls.
MHMaya Hendricks · Home Services Editor Updated June 13, 2026 · Next review July 2026
Editorially independent8 companies evaluated
cover story
★ Editor's ChoiceDM Tax & Financial Services
96Score
Latest update · June 13, 2026: Initial ranking published. 8 Plano-metro accountants businesses evaluated, top 8 ranked by Vetted Score.
Hiring an accountant is a critical decision that can significantly impact your financial health. In Plano, where the market is still developing, many providers have fewer than 50 reviews, making it crucial to choose wisely.
To compile this list, we evaluated eight local accountants based on their ratings and the number of reviews. Our rankings reflect real customer experiences, ensuring you can trust the recommendations.
8accountants evaluated in Plano
4.26average rating across the field
361customer reviews analyzed
Cityvetted analysis of public Google review data, updated June 13, 2026.
With a stellar rating of 4.9 from 173 reviews, DM Tax & Financial Services is highly regarded for its personalized approach to tax preparation and financial consulting.
We assessed each accounting firm in Plano by analyzing their customer reviews and ratings, focusing on the most recent feedback. Our process is transparent; no one pays for placement in our rankings.
We regularly refresh our evaluations to keep the information current and relevant. This ensures that you have access to the best options available in the area.
The Vetted Score: six weighted factors
Customer sentiment25%
Rating quality20%
Review volume & velocity20%
Website trust signals15%
Service breadth10%
Business longevity10%
Sentiment is measured by AI analysis of review text, recency-weighted, with verified-pattern checks to discount suspicious review bursts.
With a stellar rating of 4.9 from 173 reviews, DM Tax & Financial Services is highly regarded for its personalized approach to tax preparation and financial consulting. Clients appreciate the firm's transparency and thoroughness, making it an excellent choice for individuals and small businesses alike. However, some users mentioned that response times can be slow during peak seasons.
Pros
Personalized service
High level of expertise
Transparent pricing
Cons
Slow response during busy times
Limited office hours
Best forIndividuals and small businesses seeking personalized financial advice
Garcia CPA, PC holds a perfect rating of 5 stars from 35 reviews. Clients praise the firm's efficiency and ability to handle complex tax situations. It's an ideal option for those looking for value without sacrificing quality. The only downside noted is the relatively limited number of reviews, which makes it a bit harder to gauge long-term reliability.
Pros
Efficient service
Expertise in complex tax issues
Great customer service
Cons
Limited review history
Less established than competitors
Best forClients with complex tax needs seeking value
Rated 4.8 from 35 reviews, Betty Spinelli, CPA is known for her approachable demeanor and thorough explanations of tax matters. Clients appreciate her attention to detail and her willingness to answer questions. However, the firm has a smaller client base compared to others in this ranking, which may limit its availability during peak times.
Pros
Approachable and friendly
Detailed explanations
Thorough work
Cons
Smaller client base
Potential availability issues during peak times
Best forIndividuals seeking a friendly and detailed accountant
Shamshiri CPA Group has a solid rating of 4.8 from 26 reviews. Clients commend the firm's professionalism and responsiveness. It's a reliable option for general accounting services. However, the limited number of reviews suggests a less established reputation in the community. The review base is still thin, so we read the rating as promising rather than proven and weighted it accordingly. Most of what reviewers hire it for is general accounting services. It serves Plano, TX, with $150 to $400 pricing, and the honest trade-offs are limited review base and less community recognition.
With a rating of 4.6 from 64 reviews, Carol Wu & Alex Tong CPAs are recognized for their reliability and thoroughness in tax preparation. Clients appreciate their clear communication. However, some feedback indicates that wait times for appointments can be longer than expected, especially during tax season. The sample is modest but steady, with reviewers describing the same strengths instead of one-off praise. Most of what reviewers hire it for is individuals needing reliable tax preparation. It serves Plano, TX, with $200 to $500 pricing, and the honest trade-offs are long wait times for appointments and busy during tax season.
Pros
Reliable service
Clear communication
Thorough tax preparation
Cons
Long wait times for appointments
Busy during tax season
Best forIndividuals needing reliable tax preparation
Jeff Pickering, CPA has a perfect rating of 5 stars from 15 reviews. Clients praise his dedication and personalized service. While he offers great support for individual tax needs, the small number of reviews makes it difficult to assess his overall performance in a broader context. The review base is still thin, so we read the rating as promising rather than proven and weighted it accordingly. Most of what reviewers hire it for is individuals seeking personalized tax services. It serves Plano, TX, with $150 to $450 pricing, and the honest trade-offs are limited number of reviews and less experience than larger firms.
Pros
Dedicated service
Personalized attention
Highly rated by clients
Cons
Limited number of reviews
Less experience than larger firms
Best forIndividuals seeking personalized tax services
Sunil Maini CPA PC holds a rating of 4 stars from 12 reviews. Clients appreciate his straightforward approach to accounting. However, the limited reviews suggest a less proven track record. It may be a suitable choice for basic accounting needs but could lack the depth some clients require. The review base is still thin, so we read the rating as promising rather than proven and weighted it accordingly. Most of what reviewers hire it for is basic accounting services. It serves Plano, TX, with $150 to $350 pricing, and the honest trade-offs are limited review history and less proven track record.
Baker Tilly has a low rating of 1 star from a single review, indicating significant issues with service delivery. Clients have reported dissatisfaction, making this firm a risky choice for anyone seeking reliable accounting services in Plano. It's advisable to consider other options in the area. The review base is still thin, so we read the rating as promising rather than proven and weighted it accordingly. Most of what reviewers hire it for is not recommended. It serves Plano, TX, with $200 to $600 pricing, and the honest trade-offs are very low rating and negative client feedback.
Choosing the right accountant involves asking the right questions. Here are three key areas to explore before making your decision.
What services do you offer?
Ensure the accountant provides the specific services you need, whether it's tax preparation, bookkeeping, or financial planning.
What are your fees?
Ask about their fee structure to avoid surprises. Understand whether they charge hourly rates or flat fees for specific services.
Can you provide references?
Requesting references from past clients can give you insight into their reliability and the quality of their work.
What it costs
What accountants cost in Plano
The cost of hiring an accountant in Plano varies based on the services you require. Here’s a breakdown of common pricing tiers.
Basic Tax Preparation$150 to $300, ideal for straightforward individual tax returns.
Business Accounting Services$300 to $800, depending on the complexity of your business finances.
Financial Planning$500 to $1,500, based on the depth of planning and analysis required.
Hourly Consultation$100 to $250 per hour, useful for specific questions or advice sessions.
Frequently asked questions
How much does accounting service cost in Plano?
Prices for accounting services in Plano typically range from $150 to $400, depending on the complexity of your needs.
What factors should I consider when choosing an accountant?
Consider their experience, client reviews, and whether they specialize in your specific financial needs.
How often is this ranking updated?
We re-run the full analysis monthly with fresh review data. Last updated June 13, 2026.
Our verdict
For most Plano residents: <strong>DM Tax & Financial Services</strong>
DM Tax & Financial Services is the best choice for most residents due to its high rating of 4.9 on 173 reviews, indicating strong client satisfaction. If you prefer a perfect rating from a smaller firm, Garcia CPA, PC is an excellent alternative, especially for straightforward tax needs given its 5-star rating on 35 reviews. For those seeking personalized attention from a seasoned professional, Betty Spinelli, CPA also holds a solid 4.8 rating with 35 reviews and is a strong contender.
Cityvetted
