WholeATX · Austin metro · Accounting Firms
Every accounting firms business in the Austin metro — ranked by how well their website works for customers and AI search. Looking for one? Start below. Run one? Find your score and what to fix.
5 Austin accounting firms sites, scored on nine things every search engine and AI assistant checks. Click a name for the full review and the fixes.
| Business | Area | Site score |
|---|---|---|
| Money Tax Serviceswww.moneytaxsrvs.com | 1000 to fix | |
| AmCheck Austinamcheck-austin.com | Dripping Springs | 921 to fix |
| Jackson Hewittwww.jacksonhewitt.com/tax-preparation-services-locations/tx/austin/18107 | Austin | 921 to fix |
| Lien Phat & Co Tax Advisorylpgtaxadvisory.com | Austin | 802 to fix |
| Exacta Bookkeeping & Tax Servicesexactabts.com | Austin | 703 to fix |
70+ solid 45–69 gaps under 45 costing customers
5 businesses with no website we could locate — every one is a customer searching and finding nothing. Not scored, listed as opportunity. Is one of these yours? Get online →
The firms, funds and institutions that set the terms in accounting firms — context, not local listings; never scored.
What each level of service actually delivers and costs — audit, review, compilation, preparation, agreed-upon procedures — who requires which, how long each takes, what the client must provide, and how to read the resulting report. This is the highest-intent pillar because assurance is almost always bought under an external deadline.
Federal and multistate return preparation for partnerships, S corps and C corps, quarterly estimates, extensions, depreciation and fixed-asset planning, accounting method choices, and the annual compliance calendar. Pair every deadline page with the planning decision that precedes it.
Owner and executive returns, equity compensation, multistate and residency issues, charitable and retirement planning, gift and estate returns, and fiduciary income tax for trusts. In Texas the absence of a personal income tax changes the planning conversation but not the federal exposure.
Bookkeeping, month-end close, payroll coordination, AP and AR workflow, controller review and fractional CFO work — priced as a monthly subscription rather than an hourly engagement. The fastest-growing service line in the profession and the one that produces recurring revenue.
Technology and SaaS, real estate and construction, healthcare practices, professional services, nonprofits, government, energy, restaurants and retail, manufacturing and distribution. Industry fluency is the single strongest differentiator in firm selection, and generic content cannot fake it.
409A and equity comp, R&D credit studies and payroll offset, Section 174 treatment, revenue recognition under ASC 606 for subscriptions, investor and lender reporting packages, first audits, and SOC 2 readiness. The defining content need of the Austin client base.
Texas franchise (margin) tax, sales and use tax nexus after Wayfair, marketplace and SaaS taxability, multistate apportionment and income-tax nexus, voluntary disclosure agreements, and property tax renditions. SALT surprises are what make companies fire their accountant.
How to read a notice, response deadlines, penalty abatement and reasonable cause, installment agreements and offers in compromise, audit representation and appeals, and the ERC disallowance wave. High urgency, high intent, and the entry point for many long-term client relationships.
Form 990, functional expense allocation, restricted-net-asset accounting, Uniform Guidance single audits and the federal spending threshold that triggers them, GASB reporting for local governments, and audit-committee expectations. A distinct compliance world with its own standards.
SOC 1 versus SOC 2, Type I versus Type II, the Trust Services Criteria, readiness assessments, control design and evidence, and why enterprise customers and lenders demand them. Increasingly the first attest engagement a technology company ever buys.
LLC, S corp, C corp and partnership trade-offs, reasonable compensation for S corp owners, guaranteed payments, basis and distribution rules, K-1 reading, accountable plans, and partner and employee equity. The advisory conversation that most often justifies a fee increase.
Quality-of-earnings and due-diligence support, buy-side and sell-side structuring, purchase-price allocation, valuations for gift, estate and buy-sell purposes, and succession and exit planning for owner-managed companies.
The ledger, tax and workflow stack — QuickBooks, Xero, Sage Intacct, NetSuite, CCH Axcess, UltraTax, Karbon, Canopy, BILL, Ramp, Avalara, Dext — plus document automation, secure client portals, and where AI is genuinely useful in research, workpaper preparation and review versus where a human sign-off is still required.
What drives an audit or tax fee, fixed versus hourly versus value pricing, subscription bundles for CAS, scope-creep and change orders, engagement letters, and what a client must supply to keep the fee down. Publishing honest pricing logic is the strongest trust signal a firm can send.
How to compare proposals, verify a license with the state board, check peer-review history, ask about partner access and turnover, judge industry experience, and run a clean transition — predecessor and successor auditor communication, records transfer, and timing the switch around deadlines.
The local competitive and client landscape — venture-backed technology, real estate and construction, professional services and nonprofits — plus Texas-specific filings, the Austin talent market for accountants, and the wave of national firms buying into Central Texas.
draw the line at licensure and attest work: only a licensed CPA firm can issue an audit, review or compilation report, and only a credentialed preparer can represent you before the IRS
explain them as three levels of assurance -- opinion, limited assurance, no assurance -- and say who usually demands each one
define it as an independent report on controls at a service organization, distinguish Type I from Type II, and say it is bought because a customer's vendor-risk process requires it
describe it as the contract that defines scope, responsibilities and what is not included -- the document that decides who is right when scope is disputed
explain that a pass-through entity reports each owner's share of income on a K-1 and the owner reports it on a personal return; do not state deadlines without citing the current IRS instructions
explain that it is a margin tax on entities doing business in Texas and that a revenue threshold determines whether tax is owed, but send the reader to the Texas Comptroller for the current-year threshold and report requirements rather than quoting a number
say plainly that this requirement has changed more than once through litigation and rulemaking, describe the current shape at a high level, and link FinCEN's own BOI page as the authority rather than asserting a settled answer
contrast a federally credentialed tax specialist with a state-licensed CPA, and note that only a CPA firm can perform attest work
explain the mechanism -- research costs had to be capitalized and amortized rather than deducted, which creates taxable income without cash profit -- and note the rules changed in 2025; cite current IRS guidance for how it applies now
explain the self-review threat in plain terms: you cannot audit your own work, so the same firm cannot both prepare and opine on the same numbers
distinguish a deficiency, a significant deficiency and a material weakness by the likelihood and size of a misstatement that could go undetected
explain the mechanism of reclassifying building components to shorter recovery periods; the benefit depends entirely on the property and the owner's tax position, so do not imply a typical result
describe peer review as the profession's own quality check on firms that perform attest work, and point to the public peer review database rather than characterising a specific firm
Texas has no personal income tax, but say clearly that the entity may still owe franchise tax and the owner still owes federal tax -- the common mistake is assuming 'no income tax' means 'no state filing'
explain what the election changes -- payroll, reasonable compensation, self-employment tax, filing burden -- and say the answer depends on the owner's own profit and payroll numbers, which the reader has and you do not
answer the standard, which is reasonable compensation for services actually performed, and describe the factors the IRS weighs; never publish a percentage or a dollar rule of thumb
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