*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.*
9175 Elk Grove Florin Rd # 5
Elk Grove, California 95624
THEY ARE VERY UNPROFESSIONAL AND RUDE! I FOLLOWED THEIR PROCESS TO OBTAIN TAX SUPPORT AND WAS GIVEN THE RUN AROUND FROM THE RECEPTIONIST NOT KEEPING UP WITH MY APPOINTMENT, TO SPEAKING DIRECTLY TO THE OWNER/TAX PREPARER SEAN, WHO TOOK MY EMAILED DOCUMENTS AGREED TO FILE MY RETURNS, YET NEVER FILING THEM OR FOLLOWING THROUGH WITH ME AS TO WHY NOT!? I ALSO CALLED BACK A FEW TIMES AS TO WHAT WAS THE HOLD UP, AND NEVER GOT A CALL BACK! I REFUSE TO BEG SOMEONE TO TAKE MY MONEY! $700 WORTH OF FILINGS WAS WHAT M
I had an excellent experience working with Sean for my taxes this year. From start to finish they were professional, knowledgeable, and thorough. They took the time to explain everything in detail, ensuring I understood everything.
Love the service they has provided for my family. If you need taxes to be done you must go to my tax guy. They will make sure you are taken care of. I've had service for many tax seasons. Professional, honest and getting you the best service where no audits are required. Thank you.
Sean has been doing our taxes and he is honest, professional and knowledgeable. I highly recommend him!
Awesome! Been coming for years and he has been great. Always friendly, supportive, and honest. Would recommend him to everyone!
Extremely friendly, efficient, professional and fast. Our 4th year coming to Applied Tax and will be coming back next year's and many more to come.
They are amazing this is my husband and my second year with them and honestly the best better then any tax place we have been to hands down
It is the perfect place for precision, elegance, and professionalism. I am happy to do business with this company. Thank you Sean
The best service I ever have for filling tax. Great guys. Fast service ??
Sean did an excellent job for us last year when we were looking for a tax professional to settle a complex estate. He guided us through the process with no problems. After that, our personal returns were easy. He takes the stress out of filing taxes. Sean does it all, no worries. He truly is professional, reliable, affordable, and his security measures are the best. I?m obviously going to be a customer for life. Thank you Sean!
Sean completely botched my grandmothers estate taxes. Charged my mother over $4000 and incorrectly filed estate tax instead of personal, then refused to correct mistake. Had to pay an actual CPA ( which Sean is not!!) to correct the taxes. Additionally tried to lie to my mother to get her to sell property for hundreds of thousands below asking price. Seems pretty predatory of senior citizens who are experiencing stressful situations. Beware. Recommend finding an actual CPA who is licensed, competent
I highly recommend Sean for anyone seeking expert tax assistance. His professionalism, attention to detail, and deep understanding of tax laws have been invaluable. He efficiently handled my tax and ensured compliance. His clear communication and dedication to client satisfaction make him a standout choice for anyone in need of tax services.
Sean has been doing my personal and business taxes since 2020. He is professional, educated and always takes care of his client. I would definitely recommend Sean to anyone!
I've been coming to Sean and Applied Bookkeeping for the last three tax seasons and let me tell you, you will not find a more courteous and amicable service provider in this industry. My wife gets major anxiety with matters involving money but Sean makes the process smooth and painless. I highly recommend this establishment.
Sean is Amazing, He is the best at his work, he is very experience at filling taxes. He always does his best to get you the maximum tax refund. I recommend him to anyone who is looking to file taxes.
I have been filing my taxes with Sean for the past 4 years. Sean is amazing. In addition to filing my taxes, he also provided me with an advice that will benefit me with filing in the future. I definitely recommend this company.
My husband and I will definitely recommend the services of this company. We had our taxes done today. Sean was very professional and able to help us with our taxes. It was definitely a stress-free service that he provided. He was also able to give myself and my husband advice on the things that we need to do in the future for our taxes. We will definitely be coming to him again next year. I am very grateful for his help! L. Horciza
This is the 3rd year that Sean helped me with my taxes. Extremely satisfied with his service. So grateful for him for being so patient and for answering all of my questions. Highly recommend this place!
I Was trying to get an estimate with Turbo tax as I did not have much money to spend but decided to go with Syed instead and im so glad I did, he gets you the Max refund possible, Double the Amount turbotax was getting me. . He is Honest, affordable and works with you!
Excellent friendly service. Very knowledgeable and helpful with financial questions, giving guidance.
I had to remove my original review because Sean said if I didn't he would call the IRS and have me audited. I'm no lawyer but I think that's blackmail. DO NOT WASTE YOUR TIME OR MONEY! Do not trust Sean. He is condescending, not professional and will not look after your best interest. He lacks the very basic customer service skills. There are plenty of good tax preps out there. Save your money and your sanity.
Great place definitely recommend going to him such a nice guy
Lies, mishandling of tax documents and negligence are not qualities you want in a tax preparer, but that is what you'll receive here. I originally trusted this tax preparer based on the reviews seen here. I encourage anyone thinking of using this service to check the reviews on Yelp. Those reviews more accurately reflect my experience and the experience of others. You have been warned - BUYER BEWARE!
Be careful to Shahab (Sean) he is not honest person he want to me charge $2500 . So let?s start with that I made an online appointment I showed up on time 4:30 pm I talked with him 5 minutes i want to open a LLC and I asked him what do you need from me any paperwork ? He said nothing really for paperwork and I was kind a shocked because he is asking $2500 and I thought he need some kind a paperwork and asked him again do you need anything from me again he said no any documentation except LLC name I said I
I have done my taxes with Sean the last 7 years and could not see myself going to anybody else. Sean is extremely brilliant not only in the tax world but through out many buisness ventures. I've recommended many family and friends to file there taxes with Sean and have only heard great things. If you want your taxes done correctly and at a fair price I highly recommend Applied Bookkeeping and tax services!
I have been coming to Sean for last four years. He is the best tax accountant in Sacramento. Highly recommended.
Sean is an amazing person. He knows exactly what he's doing. He can answer any and all your questions/concerns. He has maximized our refunds and is very quick at it. I wouldn't trust anyone else with my personal information. If you have any doubts or are looking for a new tax person look no further. Thanks Sean see you next year!
My experience working with Sean the last 2 years has been circumstance changing. He was able to help me get current with many past due years as well as the most recent. Thanks to Sean, my family has been able to purchase our dream home. I recommend Applied Tax Service to all seeking quality and efficient tax prep. Best, -Andre C.
Sean Syed is a great professional reliable income tax preparer if you guys are not Comin to him for your taxes your at the wrong spot! I give him 5 stars
Tax Filing Made Easy! Sean is incredibly efficient when it comes to handling my taxes. I've filed with him since 2016 and plan to continue to do so for the foreseeable future. I highly recommend giving his office a call to see what they can do for you.
Sean is awesome. Best experience ever! ! It's really hard to find a great tax person, but Sean is just amazing. . I've referred 5 of my friends already. He's very professional. Definitely coming back next year!
I have been going to Applied Tax for a couple of years now. Shahab is very knowledgeable, personable, and will do everything he can to get you the best tax return possible. He is great at answering any questions, and is patient with all the issues i had regarding amending tax returns that needed corrections. If you dread tax season because of how long it takes to get your taxes done, come to Applied Tax, because you?ll be in and out in a timely manner. They also appreciate loyalty and referrals, which tr
I learned something today, and that is that all tax services are not the same. If I could give more stars I would, this place you can absolutely trust you are getting your max refund. I have been to multiple other places as well as very well known places and here they literally doubled what I have gotten in the past. It was incredibly quick and they literally fit me in the same day I called and I was done within twenty minutes, this will forever be my place to go. Highly highly recommend them, you will not
I've been getting my taxes done here for the last 2 years. I love how quick, straightforward and detailed they are. I am usually called right in at my appointment time and I'm out within 30 minutes. I have noticed that my tax returns are usually higher than when I do it myself and my direct deposit goes through alot faster. I've had the pleasure of working with Sean and he is pleasant to work with. Due to COVID-19, I did have to drop by for them to make copies of all my documents and then schedule another
Before I met Sean I was clueless about taxes but now I?m fully aware and loved his energy! Definitely know what?s he?s doing! Amazing guy I?ll be coming back and also bringing him more clientele ??
Before coming here I was going to another tax guy in Elk Grove and I guess because I was young he thought he could charge me almost $300 to get my taxes done. I was recommended to Sean Syed by my friend and I am so very glad that I came here! He's beyond helpful and understanding. I would definitely recommend Sean and his colleagues to anyone in the Elk Grove.
Sean is amazing , he did a great job filling my taxes. He know what he is doing and he will do his best to maximize your tax returns he is very knowledgable ,i am glad that i choosed him to file my taxes , And i sent my girl friend to do her taxes with him and i will recommend more people because he deserve it . Thank you sean
So amazing I got an appointment quick Shahab did more than I expected. I previously went to h&r and wasn't satisfied at all and super happy I found him. I'll definitely be referring anyone and officially have a new tax guy?
If you're looking to get your taxes done look no further Sean is amazing at what he does!! I wouldn't go anywhere else. Good service definitely coming back next year.
I used turbo tax to get an estimate of my taxes and I had a huge returns on my taxes. I took an appointment with Applied tax service and Shahab Syed really did a good job. He Got my tax deduction to almost 60%. I?m very happy and I strongly recommend him.
Shahab (Sean) did an excellent job on my taxes, however on my wife's, not so much. We were at the same appointment, yet filed separately. Although we both asked Sean to set up our refunds/payments to be electronically deposited/debited, he only did that for mine. My wife never received any emails or indication that she needed to pay the state by check because Sean had entered her email address incorrectly. She now owes a penalty on her state tax due to this error. My advice is to double check ALL entries be
We had the best experience with Shahab! Would definitely recommend him to anyone who is interested in filing tax
I?ve been coming here for years after trying multiple other tax and bookkeeping professionals but the other places would always overcharge or wouldn?t do the more complicated tax and accounting work properly But Sean has always been trustworthy and knows the ins and outs of the tax world better then any other accountant I?ve tried I?m letting him handle all my business and personal tax as well as accounting tasks from now on
I have been going to Applied Tax for a couple of years now. Shahab is very knowledgeable, personable, and will do everything he can to get you the best tax return possible. Shahab has been very patient with me and answered any questions I had and explained to me anything needed clarification on. The first year I went to him, I had to amend my previous year?s taxes and Shahab was able to help me do that. He amended my file and even packaged it up in an addressed envelope so all I had to do was take it to the
This company truly cares about what they do and they are incredible at what they do.
Have been coming here for the last 2 yrs to file taxes and it?s been wonderful.. no stress, quick appointments and the best part is feeling confident that your working with someone who really knows what they are talking about! Will definitely be back next yr.
EXTREMELY HELPFUL WOW! i'm still stunned from what i'm getting as a refund. I went to Shahab and he helped me get the maximum refund possible. He went through all the expenses, Expenses i had no idea i can claim. He really worked hard for me and was extremely patient and friendly. the minute i got my W-2 i went straight to him and he explained everything. I would recommend him to all my friends and family members and definitely coming back next year!
He so fast and knows what he?s doing !
Fast, easy, friendly, affordable, and got me the best price. I would do my taxes here from now on. Sean was very helpful. He was very professional and friendly.
I came in to do my taxes with a rough day and sean helped me very patiently and confidently through all my options and I have to say that I am absolutely thrilled and pleased that he got the job done and I recommend his business to any of the elk grove Sacramento area...thanks for everything !??
This accountant was very thorough and took time explain why he needed certain documents as well as completely redoing all of our paperwork due to a 220.0O omission on my part. Thorough, and completed taxes for several states as well and all in one day. Definitely recommend and we will definitely be back next year.
Sean was very fast and did my complicated returns for the IRS and the State in one day. I got a big return. No more messing around with getting forms and booklets from the IRS and The State! They never answer their phones.
Great Customer Service at a fair price
This place is incredible. The customer service is on point and everyone is so friendly. I always come here for my income tax return and never had an issue. I higly recommend this place, I would come again.
Last year- Drove to get my 2021 tax done by an impolite, unfriendly, and expensive person (Applied Tax Service). This year- Got my 2022 tax done in the comfort of my own home by a fun, friendly, and inexpensive tax professional.
It was my first year filing taxes and it was the best decision to go to him. He was able to help me perfectly and did whatever he could to ensure I received the financial benefits in return as well.
Taxes always seemed like a stressful thing, but coming here has made it very easy for me. They have very good customer service and I got the most out of my taxes. Definitely recommend!!
Would give 6 star if I could. Kind, courteous and most professional from the moment we walked in. They took care of our tax & explained what was being done for us. I highly recommend Applied Bookkeeping & Tax Service.
The Best place in town to get your taxes done! Honest and hardworking! Highly recommend!
This is the second year that i filled my tax with mr shahab he is really nice talented person he filled my tax professionally.
The owner here is amazing! He really knows what he is doing and was able to get us in and out in no time. I would highly recommend him to any business looking for a great CPA.
We have been happy with Sean since I met him!
Spoke with Shahab Syed, Owner said he was busy would call me back. 4 Days later I called again & he said he was busy would call me back in 10 minutes. Now 4 days later still no call. Twice he said he would call me back & he lied. I don't trust a man who does not keep his word.
I really have a good experience with my tax file over there they even give you a gift if u r there regular client. If you have a appointment they will take a good care care of u and work will be done fast and easily.
Very resourceful in matters finance and taxes. The customer service is top notch ??. Always a happy client.
I have been filling taxes with them. Good services I like their way of working.
I will never go anywhere else for my taxes. Sean made everything so easy and he is affordable.
I'm a local small buisness owner. Went to mr. Sayed this year. Sayed is a great person, knows his stuff. Also explain everything in professional and friendly way. Strongly recommend for bookkeeping and taxes.
I highly recommend their tax services. They take the stress and hassle out of filing taxes and I know I'm getting the best return possible with them.
Best accounting guy ever ,been doing my taxes with Mr. Syed for the past 4 years,really honest guy ,friendly ,service is always good ! I will highly recomend his service... Thanks Mr Syed see you next year!!
excellente job . Quick and easy
Sean does amazing tax work. He's incredibly knowledgeable and just as kind.
He doesn?t know what he?s doing but overcharging his clients. Overpriced services, inexperienced, if you have itemize filing don?t go to him. He has no clue about stocks filing but claims he knows. lol
I go there for the DMV services why wait in line for hours when I can just walk in yes it's $20 but what's your time worth? The owner is a really nice guy too
Sean definitely knows what he is doing. I?m with the service, both service and prices are awesome. Seema
Excellent services. Fast, thorough and he knows what he is doing. I felt very comfortable doing my tax return with him.
First year filing taxes with Sean, amazing service. Sean. I highly recommend.
Sean is the best! Go see him now! He will take care of all your needs!
Great place to file taxes. I got the biggest refund of my life
I have been a client since they have opened good attitude and good business. I enjoy the family atmosphere. I even have my family go to shahab.
Fast, excellent and easy.
Sean is amazing. Great person and knowledgeable
Really accurate with tax prep. Very professional. Came here to get tax ammended few years ago and glad we did. ??
It was my first time filing my taxes at Applied Financial and Insurance Services Tax and I must say I am extremely happy with the services!
Sean is brilliant, got me the max refund and answered all my questions.
Very attentive and explained tax deductions in details. Highly recommend.
Shahab is the best person to file your tax with. I will be back next year.
I really like the way im experienceing this article it really helped me out thanks
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.