Back to Directory
Artherton Tax Service

Artherton Tax Service

Reviews Summary

Overwhelmingly positive reviews highlight exceptional service, with most praising the team's professionalism, knowledge, and care. Many clients appreciate the thorough explanations of tax laws, personalized attention, and reliability, often returning for years. The occasional negative review mentions scheduling issues, but the consensus emphasizes trustworthiness, efficiency, and friendly service, making it a highly recommended tax service.

About This Listing

Bookkeeping
Business Consulting
Payroll
Tax Preparation
IRS Representation
Small Businesses
Individual Taxpayers
QuickBooks

Who Can Work with a CPA?

Individuals seeking tax prep, retirement planning, or financial advice
Small business owners needing bookkeeping, payroll, or tax compliance
Freelancers and contractors with 1099 income or complex returns
Couples planning finances together or managing joint returns
Investors with capital gains or rental property income
Anyone looking for year-round financial guidance and peace of mind

*Note: CPAs may specialize in different areas. Be sure to check credentials and service offerings.*

First-Time Clients

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.

What to Know Upfront:

Documentation Bring your most recent tax returns, income details, and any financial concerns
Availability Appointments fill up quickly during tax season — book early if possible

*Note: Every CPA operates a bit differently. Don’t hesitate to ask questions before committing.*

What to Bring

Government-issued ID for verification
Tax documents (W-2s, 1099s, investment summaries, etc.)
Receipts or logs for deductible expenses, donations, or mileage

*Tip: Organize your documents in advance to save time and ensure accuracy.*

Preparing for Your Appointment

Write down any financial goals or questions in advance
Check if your CPA offers virtual sessions or document uploads
Bring a notebook or use a notes app for key takeaways
Know your deadlines for filing, payments, or compliance

*Note: Preparation helps you make the most of your CPA’s expertise.*

How to Get Started

Use our directory to find highly reviewed CPAs near you. Reach out directly to schedule your consultation.

Other Helpful Info

Many CPAs offer both in-person and remote consultations
Fees may be flat-rate, hourly, or based on service complexity
Some CPAs specialize in industries like healthcare, real estate, or tech
Check for client reviews and credentials (CPA license, EA, etc.)

*Note: Every CPA is different — take time to find one who fits your goals and style.*

Features

Bookkeeping
Business Consulting
Payroll
Tax Preparation
IRS Representation
Small Businesses
Individual Taxpayers
QuickBooks

Contact Information

Address

3400 Bradshaw Rd suite c-3

Sacramento, California 95827

Visit Website Call Now Get Directions

Hours

Sunday Closed
Monday 9AM-5PM
Tuesday 9AM-5PM
Wednesday 9AM-5PM
Thursday 9AM-5PM
Friday 9AM-5PM
Saturday Closed

Customer Reviews

If you're looking for a tax service that's reliable, knowledgeable, and genuinely cares about its clients, look no further than Atherton Tax Service. I've been coming here since 2016, and every single visit reinforces why I trust them completely. The team is professional, respectful, and always accommodating, they listen, they understand, and most importantly, they get the job done right. Taxes can be stressful, but here, the process feels effortless because they handle everything with skill and efficiency

Daniel did my taxes for me yesterday. He did a great job and was very professional. I would highly recommend him.

My husband and I have been coming to Artherton Tax Service for 4 years now, we see Daniel. We were referred by a family member. Daniel is professional and knows the tax laws and codes very well and stays up-to-date on the new changes. He definitely looks out for his clients and ensures everything is done properly. Every year we leave feeling confident our taxes were done correctly. We make a 2 hour drive just to see him and will continue doing so. There is other people in the group as well and Im sure they?

We have been using DJ for our taxes for over 5 years and will never change to another tax service. He is always professional and very knowledgable as he walks us through any changes to tax laws and makes sure we understand. I know he sincerely cares about being honest and getting things done right and I know he will always be there to answer questions and help in any way he can. I highly recommend Jim & DJ Artherton's tax service.

DJ has been doing our taxes for at least 5 years. He makes the process so easy and painless. He walks us through every change and takes the time that is needed to get the job done right. He is honest and truely cares about his clients. I would recommend Jim & DJ Artherton Tax Services to everyone!

We agreed to rescheduled our appointment because Daniel had a family matter to handle. Today we were waiting for our 6:00 pm appointment and we were there for 20 minutes before anyone even came out. The owner asked us our name and we told him. He said we were not on the schedule. My boyfriend got up and said we were leaving since we were not in the list. We walked out and the owner was belligerent and demanding that he try to fix it. After choice words were said, and being followed out like he wanted to

Daniel prepared my tax return, gave me good info for future tax considerations, and was delightful to work with! He was very professional and quite leisurely at the same time, a wonderful combo for a process that could be very stressful. I wholeheartedly recommend Daniel to anyone needing tax assistance!

I have been using DJ for my taxes for the last 5 years or so! He is super friendly and very professional. I highly recommend DJ and everyone at Artherton's tax service. They are the best!

I've been coming here for years, Daniel is my tax preparer. He always does a great job, is friendly, and lets me know my options while making recommendations when necessary. I recommend Atherton Tax Service to everyone.

Absolutely recommend DJ to all my family and friends. He is very knowledgeable and always looking out for your best interest.

Daniel has taken care of my wife an I for two years now. We dont have anythign crazy complicated, but its super helpful having someone in our corner making sure everything is squared away. Thanks Daniel!

Daniel did a great job and spent extra time answering all my questions. The price was also very reasonable. I just wish I could have found them sooner.

DJ is incredibly knowledgeable! I have been using Atherton Tax Service for 4 years now and recommend them to anybody who needs a tax service.

DJ was a great help with our taxes. He made it very easy and smooth. Highly recommend!

We have been using Jim's tax service for years. Never an issue and they have always taken great care of us. I recommend them to anyone.

I was referred here by a co worker and will definitely be coming back. DJ was very informative and patient to work with.

I love this place! Everyone is super nice and just the right amount of professional with personality still present haha. Very knowledgeable. Always trust them with my taxes. Thanks guys!!

Cheaper than HR Block and more knowledgeable about deductions. More thorough and educational as well. Great family business.

Great place to get my taxes done with professional yet personal service!! Thanks DJ and family!!

Dj is awesome. Good prices with exceptional friendly services!!!

The best place to get your taxes done Period !

My wife and I are very happy with this service.

Great Service and helpful throughout the year

Friendly and professional Ask for Virginia ??

Frequently Asked Questions

What qualifications should I look for in a CPA?

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.

How do I find a CPA in my area?

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.

What’s the difference between a CPA and an accountant?

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.

How do I know if a CPA specializes in my needs?

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.

Should I check a CPA’s reviews before hiring?

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.

How can I verify a CPA’s license?

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.

What questions should I ask during a CPA consultation?

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.

How much should I expect to pay for a CPA’s services?

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.

Can I work with a CPA remotely?

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.

How do I assess a CPA’s communication skills?

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.

What red flags should I watch for when screening a CPA?

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.

Should I choose a CPA from a large firm or a solo practitioner?

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.

How often should I meet with my CPA?

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.

Can a CPA help with both personal and business finances?

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.

What should I do if I’m not satisfied with my CPA?

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.

Skip to main Home Best CPA's Nearby Upgrade your plans English Avatar for Nico Bottema Welcome, Nico Bottema! Share Install the tag on your site to get access to all features, tools and the insights you need. It's fast and easy. Site ID: 6455700 Get started with the tag installation 1 Copy this code. 1 2 3 4 5 6 7 8 9 10 11 Copy code 2 Paste the code into the of every page where you want to track user behavior or collect feedback. 3 To make sure everything is ready, verify that your code was installed. Verify installation OTHER WAYS TO INSTALL Install with a team member’s help Install on a platform Install with a npm package Explore the demo Take a tour of the product with realistic data to explore. Explore demo site Common questions View all Course How do I install the tag? Collect session data for replays, heatmaps, and on-site surveys by installing a unique tag on your site. Ready to add it? Follow the instructions in this 15-minute course. Article How do I know if the tag is installed correctly? Article Will the tag slow down my site? Suggested for you Enable 2FA now Two-factor authentication (2FA) adds an additional layer of security to your account. Popular shortcuts title Feedback button Capture feedback in the wild by letting users share it at any point title Set up a Net Promoter Score® survey Measure long-term customer loyalty and happiness the tried-and-tested way. title Exit-intent survey Capture feedback before visitors leave and reduce your bounce rate Get started Interviews (new) Get real time feedback at critical times, thanks to easy, in-depth recruitment and analysis. Create project Finish your installation Surveys Feedback button Dashboard Invite team members Integrations