Believe the bad reviews. We worked with them for a few years and each year the problems with our returns got worse and worse. They make mistakes then charge YOU to fix them. Avoid this team at all costs or pay for it later. read more

I am sadden by the way this company handles their work and how they handle a mistake that they made. I left a voice message and sent an email at the first of March with no response. I then called back and did get a return call and an appointment was set up. We spoke with Mr. Ray and stated that we were looking for a CPA to complete our tax return as we had some new items that we were unsure how to handle. We discussed all the information needed and we emailed all the information to him. We then get a call stating he didn't get the information. I told him we had gotten a confirmation and he then realized he did have it. I then get another phone call asking for a form that we missed sending and I explained we had no type form. They realized then that the form was needed for another return and not our return as they had all they needed for our return. I was given a quote at the first meeting in March. Then we get an email stating they would try to get it done by April 15th but would probably need to file an extension. Followed by an email that an extension would have to be filed. We had several questions about this and was told it would cost another $120-$180. We were actually charged $300 more when completed and there was nothing extra added and it appears when original quote was given they knew an extension was going to be filed. The return was completed the middle of March but was told it had to go through a recheck process before final release. On July 10th we received the return stating it was ready to be sent to the IRS and we signed all the forms. On the return we were to receive a refund, now imagine our surprise when we just received a letter from the IRS stating the return was incorrect and we now owe over $2000. I contacted Mr. Ray and a phone meeting was set up. Mr. Ray acknowledged that they had made a mistake and the IRS was correct in the return. Mr. Ray stated that they failed to check a box to count the Social Security and that was the error. He continued to apologize but felt their only responsibility to "make us whole" was to refund the amount of interest the IRS was charging. It was the manner in how their error was handled. When I expressed that I had paid over $1000 for them to complete our return and that I trusted our return to be completed correctly and professionally, he stated we signed the engagement letter and also that we signed that the return was correct and that we should have reviewed it for accuracy. If I know exactly how the info should be then why did I hire a CPA? I hired them because this is their job and they are supposed to know how to file this. Many, many individuals receive Social Security and they need to process these returns correctly or take responsibility which isn't just I'm sorry. read more

Don't rely on a quality review!! My wife and I used Ray CPA for our tax returns for a few years. Although I always thought Josh Ray charged way too much (over $1000) to do our return, we believed that we were getting good quality service. We always try to get the documents to them early because they seem to take forever to get our returns completed, but again, we felt that if they were doing good quality service that we would tolerate it. When our 2020 return was filed after the IRS due date, we were less than pleased to say the least. We had supplied all of the documents in a timely manner and this return, in particular, took something well over a month to complete. After being advised that we uploaded the document to file the return, they failed to do it before the IRS due date. We figured we would give them one more chance, on our 2021 return, to get everything correct. Well, we feel we made a huge mistake in that decision. After again taking way too long to get our return done, my wife and I spent about three (3) hours each reviewing our return for mistakes. The biggest mistake we found caused our return to have an amount due to IRS of over $5000, but after they had to correct the error (that WE discovered), the amount due to IRS dropped to a little over $3000. Therefore, if we would not have discovered THEIR error, we would have paid over $2000 more than we needed to. Our invoice indicated that we paid for someone to review our return before getting it to us. I then asked Josh Ray for a discount to our invoice since we paid for a review that obviously didn't discover the errors and he refused to discount any amount whatsoever. After this fiasco, I then wondered how many years we may have NOT discovered errors in our return since we relied on quality work and a quality review. We had always paid (by check) for our service AFTER our returns were filed, however, since Mr. Ray appeared to believe we would not pay for the service, he wrote an email stating that he would file it AFTER we paid him. I feel that he was holding our return hostage and trying to extort money from us to get it filed. He obviously knew that since the deadline was only a few days away, it seemed that he was intentionally putting undue pressure on us. I believe this type of behavior is not only unacceptable but unprofessional as well. I am also planning on filing a complaint with the Texas State Board of Public Accountancy due to his actions. ...and... we paid the invoice even though we believe it was unjust. In reading other reviews, Mr. Ray seems to use the same mantra of having a complicated return regardless of what he charges. I guess all returns are complicated? read more

Don't waste your time, energy, or money here. Take your business elsewhere. Brian Huber was slow and did minimal work. We could have filed using online software that is more thorough than Mr. Huber was. read more

We have nothing but good things to say about Josh Ray and his firm. They have been doing our taxes for the past few years and we have never had any problems. Josh is very attentive and responds quickly to our inquiries. We highly recommend them! read more

Ray CPA was recommended to our family through a neighbor. We have 2 W-2's, own a home, have a small child in daycare, and that's about it. Granted, the person working on my returns said that my husband and I should file together. At that time, I should have heeded his advice and done turbo tax on my own as i noramlly do - (shame on me...) i had filed an extension for 2013 bc I had some questions. I was told by the company's saleman that it would likely cost 500 -700 for our returns. I thought that that was a ilttle much, but figured it would be well worth our money. I get the filed statement and not only do we OWE the IRS ~$1500, i also owe the company $600!!! They tried to tell me that it took a senior CPA 5 hours and an assistant one hour to complete my taxes. They did not ask me ANY questions regarding deductions, etc... A) if a senior CPA does what turbo tax does but charges 600 x more, then I am in the wrong business. B)the company should probably look into some brighter senior CPAs. I see the review left before mine, " I would recommend anyone who has complicated taxes to use their service!!!! " - Eric D. so that just about sums it up. After me complaining to everyone on this green earth, they finally lowered my bill to $250.00. BUT.... they wont send me my oroginal documents until I send them a check. They are going to be waiting for quite a while for that $250.00. I can always order new documents from the IRS. Ray CPA completely took advantage of my trust. I am consider filing a grievance against their tax license. Go to HR Block if you need to go somewhere at all. read more

In Response to a comment left by the owner: Josh, Thank-you for your reply, but I find it less than truthful. 1. The Quote we were given was below $400 and included the knowledge of the business filing. 2. The Texas Franchise Tax Report was a charge on our bill even though it had not been completed by you or an employee. My husband knowing he could do this for free. Asked you to remove the fee because he was taking the necessary steps to complete this himself. 3. Being with my husband when he made those calls, he did quite well at keeping his cool when met with a lack of knowledge of the status of our returns. He had to talk to 3 different people over 3 days to finally get an answer on the status of the return. 4. You did not wait patiently for 4 1/2 months. After 3 1/2 months from us getting the bill, we made a payment toward our balance because we were trying to work with you on fixing the price because we had been cheated. Our account was also not sent to collections, as you claim, according to the employee we spoke to when making a payment toward the balance. 5. This post has been waiting on my to-do list since July/August, but any teacher will agree that a teacher's personal to-do lists gets pushed aside with the start of school. However, if you feel that this was posted in a time/manner that you see as a pattern in the service that you offer consumers, what exactly are you doing to fix it? It seems that whatever you are trying is not working. 6. Your comment just goes to show the lack of professionalism that you and your company have. The dishonesty that I see in your response just validates why we are choosing to work with a different company this next tax season, and why we will not proved referrals to your business. 7. We ask that you retract your false statement that the account was sent to collections. No such action was taken by your company and we do not appreciate the libel. -Rebecca C read more

I was really excited to get started with this firm. Josh Ray was great on the phone and Brian Huber during an initial meeting was terrific. The first month was great and they fixed all sorts of issues in my books. I felt I had found a firm who could handle my three businesses and personal taxes. They get five stars for the first month they worked with me and one or two stars for all subsequent months. I am being generous in awarding them a three star review. I actually want to give them one star, but I do not like to harm small businesses. Around the time Covid hit, things became challenging. Exchanged emails didn't seem to address the specific questions I was asking. Getting any help whatsoever for PPP loans was impossible. Brian would send me the same data sheets from the SBA as I had already seen and sent to him. I was later told that they don't get paid for helping, so they don't really want to do it. That would've been helpful to know at the beginning. Regardless, I have spent well over $10,000 with this company, and I think helping me get the books together for the PPP Applications would have been a great value add. Brian kept sending me emails telling me how to run reports and do it myself. None of my colleagues had to do the amount of work that I did for this application. In fact, as I received information from my bank and the federal government, I forwarded it to Brian. I suggested that they create a value add for their business clients by incorporating some of this information. I was more on top of it than the CPA firm was. I had no idea I would be charged for giving them information to help guide them. I was still willing to excuse that. I had recommended that we put in the books the specific notes payable between the corporations. I wanted monthly invoices and payables to keep track of what each business was actually able to pay and where they were in arrears. I was told that this was not necessary and a total amount due was fine. Some of the payables were input, and some of them were not? They also insisted that my company health insurance program not be itemized in payroll. This is because an owner cannot deduct their own health insurance. However, when it came time for PPP, this was a disaster and virtually impossible to figure out what was paid towards health insurance. Again, Brian sent me an email telling me how to run reports to figure out the total paid to Blue Cross Blue Shield. I just needed a number for the application. Not an assignment. It would've taken him less time to run the report and give me the number and just send me an email with detailed instructions on how I can run a report to get that same number. Isn't that why you have a CPA? Still, I gave latitude and contacted Josh Ray, who referred me to someone else at the firm to help with the PPP loans. They totally messed up my franchise tax returns. I had sent them the renditions from 2018 as a template and their 2019 renditions did not match up at all. That has taken me another five hours to resolve on my own. Additionally, when they sent me the renditions, they omitted page 1 and two. When I asked for a complete copy of the franchise tax form, Brian told me to look it up and find it in the 8820s. Those forms are about 80 pages. My job to sift through and find the report that should've been sent to me originally, imported into Acrobat, pull out the three pages and export so I have an actual franchise tax form report took me another two hours. The report should've simply been sent to me complete in the first place and when it was not, they should've just sent the file as I asked. Instead, three emails back-and-forth were exchanged explaining to me how and where to find that report on my own. When I looked at income on the P&L for purposes of the property tax rendition, I saw $14,000 in voided checks. I have no voided checks, but again, I was charged for Brian to explain to me that they categorized something as a voided check that didn't match up from 2018. Regardless, it was not income, but now it creates an income line for tax purposes. This has still not been corrected. In fact, I have sent in two emails asking for this to be amended and nothing has happened. I have three outstanding invoices that I have not paid yet because I'm still working my tail off trying to fix the errors. I wrote today in looking at one of them with 3.25 hours billed for Brian to research why he did not receive my QuickBooks files. I had shown proof that they were sent and he only opened one of them. He stated that he needed to go through all three companies and find out all the dates that accountants copies were sent, received, and returned. This seems like insane billing for an error that they made. But most notably, today when I sent an email asking about those hours, Brian sent back an email saying he has some really important information to give me but he's waiting until the invoices are paid. read more

Use Ray, CPA at your own peril. And you'd better check his work before signing anything prepared by his office. The customer service is not good at all. If he sets a time for a tel-conference with you do not be surprised if he decides something else is more important. If you send an email do not be expecting a response - I had to wait a week w/o a response which probably would never have come. Unfortunately for me - I got a letter from the IRS saying I owed an additional $2400 and I did not even get an apology and received absolutely no assistance from Roger. I had to resolve the situation alone as he shifted blame to me because I signed off on his incorrect return. He would not own the mistake. It's my opinion that this company is unprofessional, and in my case unreliable. After having been paid Roger disappeared like Casper the ghost. read more

Very nice people, but over promise, under deliver and way over charge.

If there was less than one star I would have given that. Please please read the Yelp reviews before considering using this tax agency. This firm is NOT knowledgeable in preparing tax returns and only cares about collecting on their invoices that they bill you without clear communication on how much their services will be. Our questions were not answered prior to them beginning work on our tax returns and the bill we received was astronomical. Additionally, our returns were not done correctly. We had to constantly coach them on what information to fill out. Please do your taxes yourself using turbo tax-guarantee you will do a better job and won't have to pay hundreds of dollars for it read more

I was in a bind over a former business partner. They were understanding and able to help me out of a bad situation. Their ethical handling of my situation has helped me be put at ease and stay out of the IRS crosshairs! Thank you and I highly recommend using their services. read more

I just moved to TX from CA after my retirement. My CPA in CA is too far away now so I had to find a local CPA this year. I have to say i was very nervous meeting a new CPA after using my old CPA in CA for 14 years. It turned out to be a wonderful experience with RAY CPA. I feel that they care about my retirement, financial safety and offered me the tax advice I needed for my big change in life. read more

I've been lucky enough to work with Brian and Ray for a few years now and am always really happy with their services. I was especially pleased with them when I started a new company and we chose to use a non-traditional accounting system called Xero that was a better fit for our company size. Although Josh noted that he was more familiar with Quickbooks than Xero, they were happy to work with us on developing our system and even synced us up with their Xero expert and offered to have her walk us through the system and answer any questions. While we have a bookkeeper to take care of the day to day, Josh and Brian are always available for any specific questions regarding our system. My dedicated tax agent, Brian, is always more than helpful when I have any questions and will make the long drive into Austin for 1:1 chats when needed so I'm not driving up to Round Rock. He is not only very experienced in what he does but he also seems to thoroughly enjoy it and is just a genuinely good person who won't steer you wrong. These guys know what they're doing and they'll take care of you :) read more

These folks spent more time trying to do something, then completing the task. Billing was messy, at best. The development of a comprehensive accounting strategy, seems to evade their expertise. The last thing you want to feel, when dealing with any vendor, is ripped off. I went back and did my taxes, on my own, and for about 50.00 bucks (accounting software), I was able to accomplish, in about two hours, what they billed me for 15hrs. What a waste. I guess I should have read YELP first. read more

I used them for my 2014 taxes and was very unhappy with them. My stuff was very easy to file but I was in a rush due to family issues, buy they managed to have an extension filed. They did not even asked me for my child daycare expenses which would have made me pay less taxes. I have never owed so much money to the IRS in my life than in 2014 even though I was unemployed for part of the year!!! Oh and the IRS came back to me later asking me for more! NOT RECOMMENDED. read more

I called them hoping to get an appointment to discuss a tax situation. The receptionist got back on the phone and said that the CPA suggested that i just call the IRS and talk to them. Then she proceeded to give me the 800-1040 phone number. Sad! read more

I use Ray CPA for both my businesses and personal tax needs. They are professional, affordable, and quick. I would recommend anyone who has complicated taxes to use their service!!!! read more

This firm is great. I worked with Josh specifically and he was very attentive and responded quickly to my inquiries. In my opinion, very professional and courteous. read more

I highly recommend Vicki at Ray CPA. She did a great job with my taxes, answered many of my questions and asked me about items I hadn't even thought of. The 2 years prior I had used another CPA in Round Rock and was very disappointed with their lack of client service. Ray CPA allowed me to meet with them (met with the owner) last summer for a consult at no charge, and when my taxes were completed by Vicki this year I was able to meet with her in person to go over them and ask additional questions not only about my return, but also about next year... again at no charge. The price for doing my taxes was higher than what I had paid for my previous CPA, but you get what you pay for and I feel it was fair. Just like with anything don't go for the cheapest, or the highest, but find somewhere in the middle (my husband and I learned that when shopping for home contractors). Additionally, my tax preparation may have cost more this year b/c I have my first kid in college so that's more paperwork. I really appreciated the personal service that this company provided. I will definitely be returning next year! read more