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Astute CPA

Astute CPA

Reviews Summary

Greg Young is consistently praised as a highly knowledgeable, reliable, and professional CPA who provides exceptional tax services. Reviewers highlight his attention to detail, ability to simplify complex tax matters, and willingness to address questions thoroughly. Many appreciate his reasonable pricing, efficiency, and ability to maximize returns. His expertise in tax planning, corrections, and business taxes is frequently noted. Clients describe him as approachable, honest, and dedicated, often recommending him to others for both personal and business tax needs. The overall sentiment is overwhelmingly positive, with many expressing long-term satisfaction and loyalty.

About This Listing

Bookkeeping
Business Consulting
Tax Preparation
Tax Planning
Financial Advisory
Small Businesses
Individual Taxpayers
Risk Management
State-Specific Experience
Local Tax Credits
CPA License
In-person Support

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
Tax Preparation
Tax Planning
Financial Advisory
Small Businesses
Individual Taxpayers
Risk Management
State-Specific Experience
Local Tax Credits
CPA License
In-person Support

Contact Information

Address

3108 Ponte Morino Dr Suite 220

Cameron Park, California 95682

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

Greg Young is awesome. He takes pride in his work and integrity and really wants to do the best job possible for his clients. He's very easy to talk with and work with. I highly recommend him for anyone who needs general tax service and advance tax planning services. I asked him if he does business taxes and he said yes, he has great experience with business taxes. I'll be referring my uncle to Greg to help with his business taxes!

Greg young has been helping me with my taxes for the past few years. He is very knowledgeable, reliable, and honest. He is easy to get a hold of with any questions I've ever had and explains things to the point where I can understand them. I highly recommend him.

Greg was a gust of fresh air! Coming from a long string of bad tax experiences, Greg made everything painless and straightforward. We are SO happy with our tax return, and will be therefore returning to Greg in the coming years. We recommend everyone to get their taxes done through him. He?s amazing!

Greg Young took time to understand my situation. He helped me correct previous years returns that had IRS flags. He is smart, easy to talk to and I look forward to working with him again. Very reasonable price for the advice.

Greg is an extremely competent CPA who is knowledgeable regarding the IRS taxes. He is competent and efficient and cares about his clients and advises them regarding the most beneficial tax breaks for their individual situations. Thank you Greg - I appreciate all your hard work and look forward to working with you for many years to come. Rhonda Roberts

Greg is amazing. He communicates right away with you, is there if you need him for anything and is a great person to have to help with your taxes. I recommend him for any of your tax needs

Greg Young with Astute CPA tax services is very knowledgeable and has great attention to detail in preparing taxes. He puts your mind at ease! I would recommend Greg completely.

Excellent CPA! Greg makes the tax process easy and painless and he saves me a lot of time and money. He's up to date on all of the IRS's changes and regulations and I'm really happy I found him!

We are extremely pleased with Greg Young?s performance in preparing our income taxes. He is knowledgeable of tax changes, thorough and conscientious. We highly recommend him.

Greg was able to file my taxes and save me way more money than anticipated! Highly recommend Astute Wealth to anyone looking for tax or investing services.

Astute has always taken great care of me, from doing my taxes to my investments. They always take time to answer all my questions & make sure I understand everything going on with my money. I?m extremely satisfied & would refer them for your taxes & all your financial needs.

We greatly appreciated the excellent work and expertise. of Greg Young with our taxes. We look forward to working with him again this year.

Greg always does an excellent job with my taxes. I get bigger returns than I would know how to do on my own.

Greg Young is dependable, thorough and A master of his trade. I would definitely recommend his services to family and friends.

Always professional and knowledgeable. I would recommend Greg to my friends and family.

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.