Andrea M. Ward, CPA

Andrea is truly a pleasure to work with. Before finding her, I worked my way through five different CPA firms and never once had a return completed without being on extension. I consistently lacked clear guidance, struggled with compliance, and never felt confident that everything required to complete my returns accurately and on time was fully understood or communicated. Andrea resolved all of that immediately. In one step, she brought clarity, organization, and confidence to what had previously been a frustrating and stressful process. She now handles not only my personal returns but all of my business accounts as well. Andrea and her office operate at an exceptionally high level. Her staff is excellent, responsive, and organized. As a result, we are able to have every return processed and filed early—typically finalized by the end of February and certainly well before March is over. We are never anywhere near April. That early completion brings real peace of mind. I can move forward with the year knowing the prior year is fully closed, compliant, and behind me. Andrea is consistently available, answers questions quickly, and provides clear, practical guidance. I genuinely could not say better things about her or her team.

I met Andrea last week for the first time and WOW! She was patient, kind and explained tax stuff to me in a way that I could understand! She is incredibly intelllgent and personable and I am looking forward to working with her in the future.

Absolutely disappointing. We submitted all major documents Feb 15. When calling to make an appointment I was told just upload the documents. No appointment necessary then when husband calls to figure out why our taxes haven’t been process , they tell him an appointment wasn’t scheduled… that’s because you wouldn’t let me schedule one. We’ve used your services in the past. Absolutely awful experience. The woman over the phone lied and said we submitted most documents after March 10th which was a lie. Told us to file an extension. Scammer behavior. We no longer will use your services, but I’m sure it doesn’t bother you anyways

I had a great experience with Andrea Ward for my first meeting with the firm. For a nominal professional services fee, I had a very productive meeting in which all my questions were answered. Andrea is both a great listener and presenter. She is very personable. The firm makes use of Zoom video call convenience for meetings, at the client’s option, or will meet in person for those that prefer doing that. She also uses all the latest office technologies including a secure client portal ensuring very secure document uploads. 2FA and MFA are available, so be sure to opt in for that. I noticed that the portal is hosted by Drake which is a well-established tax software firm popular with professional tax preparers for many years. I already feel really confident that the Andrea Ward CPA firm will easily handle my complicated income tax situation that includes an estate income tax return and a trust income tax return.

Andrea was amazing and very knowledgeable about every tax situation. She was patient, genuine and honest in addressing every question I had which I had a ton. I would definitely recommend her to anyone with no hesitation. She has displayed a sincere willingness to assist and provide information specific to every tax implication. I am thrilled to do business with her. Thank you!

My spouse/business partner and I went in to see Andrea for the first time on 10/4/2024. We own a couple of different businesses and had so many questions. Andrea laid everything out for us and gave us real-world examples. We came out of that meeting with many ideas for how to structure the businesses going forward and what to do to save money regarding college tuition for my daughter. We have already scheduled our next meeting to get into the details of what to do next.

We always contact Andrea when we need to consult with her about tax issues. She advises us on what we need to do so that we don't get a surprise during tax season. She is the best!”

I’ve used Andrea and her office for years to file my taxes. They are prompt, professional, and I have always had a great experience with them. I also use Matt for my retirement planning. They are all great. If you are not using them, you should be 😊.

Andrea was absolutely amazing and the staff made the entire experience comforting from the moment we walked through the doors. Me and my partner were both in different situations tax wise and we both have made strides in financial decisions for the year and were placed onto an island of uncertainty surrounded by an ocean of what do we do's. Clueless as to how we were to move forward as efficiently as possible to ensure a good standing we were lucky to have her office right down the street. We've never had such an educational experience when it came to answering all our questions and literally taking the worry off our shoulders. If you're hesitant on seeking out help and tired of feeling absolutely ripped off from turbo tax or H&R Block just giving you the run of the mill service I urge you to seek out Andrea and her team to put that nonsense behind you.

This is a great business to work with. Without a doubt this company earned a Five star review m. I met with Daniel Galvin, on February 29, 2024. I am a new resident to Texas, and felt very confident using Andrea Ward’s services. Filing IRS returns can be stressful for everyone and I appreciative the time that Daniel, spent to explain next steps and the best options moving forward. I look forward to working with Andre Ward, for my future tax filings. ED.