*Note: CPAs may specialize in different areas. Be sure to check credentials and service offerings.*
If this is your first time working with a CPA, don’t worry — most professionals offer a free consultation and will walk you through what to expect. You may be asked to complete an intake form, share financial documents, or set clear goals for your session.
*Note: Every CPA operates a bit differently. Don’t hesitate to ask questions before committing.*
*Tip: Organize your documents in advance to save time and ensure accuracy.*
*Note: Preparation helps you make the most of your CPA’s expertise.*
*Note: Every CPA is different — take time to find one who fits your goals and style.*
4180 Douglas Blvd Suite 200
Granite Bay, California 95746
I have been working with David Laut and his team for several years. I very much appreciate the way he has structured and managed my financial portfolio. He does an excellent job of explaining what is happening in the market and any recommendations he has for changes. David continuously looks for way to minimize fees and optimize earnings. Abound Financial provides a comprehensive service in the working relationship they have with my tax preparer and estate planner, which makes my life easier. The enti
When I chose David and Abound Financial for my retirement investments and portfolio, it was not a decision I took lightly. I wanted a person/company that was going to treat me like family and most importantly, manage my money and financial future. David has exceeded my expectations and I know he and the entire staff have our best interests at heart. I consider David a friend and would give he and Abound my highest recommendation.
I was previously using another Fiduciary prior to using Abound Financial. I have found the difference to be striking. David and his staff have been sooooo helpful, knowledgeable, professional, and very personable. Other than my family my Fiduciary is my next most important relationship for good reason. Your financial future is in their hands. For me this is not easy. As a Veteran I am not trusting of others; especially none veterans. I was really surprised how David's focus was on my wife, I and my grandso
David and his team at Abound are all great. Please don't look any further if you need financial advice, planning and financial management. They are dedicated to helping you achieve your goals and meet you where are. They do all this in humility, kindness and with a genuine dedication to their clients rarely seen not only in this industry but any where else.
David Laut and Team are fantastic! He always looks out for me and my tolerance for risk. He takes a personal interest in his client?s well being and keeps me regularly updated especially when world changes are happening and the market is going in different directions. He listens to my needs, concerns and financial goals and offers sound advice and recommendations. I will be able to have a healthy retirement and I can't thank David and his office staff for their help and guidance. I highly recommend you talk
Dave and his team at Abound Financial go far beyond what I had initially expected from a financial planner. All their tech and amazing other tools are eclipsed by the care and concern that they have shown to me and my family. As Maya Angelou says " When someone shows you who they are, believe them the first time". Without going into too much detail, I had a health issue 2 months ago, and the Abound Team showed up in so many wonderful ways for us. I use them personally for my financial planning, and hav
From the moment you walk in the door, Abound takes care of every touch to ensure you are receiving a truly concierge experience. David and his team go above and beyond to provide excellent customer care. I know my financial planning is in caring hands with Abound.
David Laut and his team are wonderful to work with. David has managed our finances for years, reassured us with his knowledge and calm demeanor through our nervous nellie moments, answered all of our questions with courtesy and professionalism, and has taken great care in helping make our finances sound and secure. We have recommended him to friends without reservation and will continue to do so.
David began managing my grandfathers' investments at a time when we were in need of a new financial advisor. My grandmother was in long term care which was very expensive and my grandfather wanted to provide for her as well as grow his inheritance bucket. By helping him think about his money and assets rationally, David helped him achieve all of his desired outcomes.
David and his whole team are incredible. They have been so easy to work with and helped build our portfolio with our church and business. Thank you to the whole Abound Financial team.
I was referred to David Laut by a past colleague of mine. I can't say enough about the professionalism yet personal approach to his advising that was coupled with true caring and support. David is very knowledgeable and guided me on defining my long-term financial goals and to set me on the right path to achieve them in the timeframe that I'm targeting. Thank you, David, and Abound Financial!
Thank you to David and his team at Abound Financial for getting us on the path to retirement success. David and his team have been amazing to work with. I am thankful that I found him a few years back and I know we are in great hands. THANK YOU.
I have partnered with David Laut and Abound Financial to provide financial planning and investment management insights for the last 10 years. They have always conducted themselves with professionalism and integrity and have my full endorsement.
The team at Abound are supportive, reliable, smart and experienced. All traits I find attractive in a financial advisor. Keep up the good work!
From the top down, the entire organization is first class! I have worked with dozens of their clients as a referral partner and nothing but good things to say all around. They are thorough, responsive, and they care. Also very good at what they do!
The Abound team has made my life abundantly easier! There are plenty of things I have to worry about every day, but I don't have to worry when it comes to my future.
Look for a Certified Public Accountant (CPA) license, which ensures they’ve passed rigorous exams and meet state requirements. Check for relevant experience in your industry, additional certifications like CFA or CMA, and membership in professional organizations like the AICPA. Verify their credentials through state licensing boards.
Use online directories like the AICPA, CPAverify, or state CPA societies. Search platforms like Yelp or Google for local CPAs with reviews. Ask for referrals from business associates, friends, or financial advisors. Local chambers of commerce can also provide recommendations.
A CPA is a licensed professional who has passed the CPA exam and met state requirements for education and experience. An accountant may lack this certification and could have varying levels of expertise. For complex tasks like tax audits or financial reporting, a CPA is typically more qualified.
Ask about their experience with your specific financial needs, such as tax preparation, small business accounting, or estate planning. Review their website or LinkedIn for case studies or client testimonials. Inquire about their client base to ensure they handle similar financial situations.
Yes, reviews provide insight into a CPA’s reliability, communication, and performance. Check platforms like Google, Yelp, or the Better Business Bureau for client feedback. Look for patterns in reviews, but verify their authenticity, as some may be biased or outdated.
Visit your state’s Board of Accountancy website or use CPAverify.org to check a CPA’s license status. Confirm their license is active and check for any disciplinary actions or complaints. This ensures they’re in good standing and meet professional standards.
Ask about their experience with your financial needs, fee structure, availability, and communication style. Inquire how they handle tax filings, audits, or financial planning. Ask for references or examples of similar work to assess their expertise and fit.
Fees vary based on location, services, and complexity. Basic tax preparation may cost $150-$500, while business accounting or audits can range from $1,000 to $10,000+. Request a detailed fee structure upfront and compare quotes from multiple CPAs.
Yes, many CPAs offer remote services through secure online platforms for document sharing and virtual consultations. Ensure they use encrypted tools for data security. Remote CPAs can be effective if they understand your local tax laws or business regulations.
During consultations, evaluate their ability to explain complex financial concepts clearly. Ask sample questions about taxes or financial strategies and note their responsiveness and clarity. Good communication ensures you understand their advice and fosters a productive relationship.
Beware of CPAs who guarantee specific tax refunds, lack a valid license, or have disciplinary actions on record. Avoid those with poor communication, vague fee structures, or negative reviews highlighting unethical behavior. Always verify their credentials independently.
Large firms offer more resources and specialized teams but may charge higher fees. Solo practitioners often provide personalized service and lower costs but may have limited availability. Choose based on your needs, budget, and preference for personalized attention.
For individuals, annual meetings for tax preparation may suffice. Businesses may need quarterly or monthly check-ins for bookkeeping, tax planning, or financial reporting. Discuss your needs upfront to establish a meeting schedule that aligns with your financial goals.
Yes, many CPAs handle both, but confirm their expertise in both areas. Ask about their experience managing personal taxes and business accounting simultaneously. Ensure they can balance both without compromising attention to your specific financial needs.
Discuss concerns directly with your CPA to resolve issues. If unresolved, check your contract for termination terms. Seek a new CPA by researching reviews, credentials, and referrals. Request your financial records to ensure a smooth transition to a new professional.