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    Frost Bank

    3.0 (4 reviews)
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    Personal banking

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    Dao's Bookkeeping and Tax Services - Numbers aren't the end point. They're the beginning.

    Dao's Bookkeeping and Tax Services

    (1 review)

    Clear Lake

    Communication FAILl! Started off meeting Dao -she was very cordial by phone and got back to me…read morequickly. I let her know I bought and sold a house last year and that was the reason I needed someone to do my taxes. I normally do them myself, I also let her know that I am self employed. She quoted me a flat fee of between $175 and $225. We schedule a time to meet and I drop off all my paperwork. I follow up to see how it coming along and ask for the refund amount. She says she doesn't want to tell me until it is final and then we schedule a time to come in. (This is strange to me that I am unable to review the info before its considered final- It is ultimately my responsibility not hers as I've learned the hard way in the past) When I get in and see a rather small refund and an invoice for $250. (I usually get a couple thousand back.) I question the increased amount of the invoice and then she says she spent a lot of time on it but reluctantly says to just pay the smaller amount. Then I suggest something needs to be reviewed/ edited. At this point she tells me that's gonna be an additional $75! Not once did she ever suggest or ask if I had or did certain things that might make my refund larger. That is the benefit to having a CPA do your taxes right? They are the experts- they know things that might help you. I feel like she wanted to do things the fastest and simplest way. Some things were even left off and I didn't get credit for certain things. None of which were explained to me until I asked noticed and asked why. And finally- We met and finalized on Friday. It is now Monday and my taxes have not yet been e-filed. It took 3 e-mails and a phone call to find out why. She is waiting for the check to clear the bank. Understandable but a simple explanation would have been nice.

    Frost Bank - banks - Updated May 2026

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