BD Tax & Finance Group

BD Tax & Finance Group

About This Listing

Bookkeeping
Financial Statements
Payroll
Tax Preparation
Tax Planning
IRS Representation
Budgeting
Forecasting
Small Businesses
Individual Taxpayers
QuickBooks
CPA License

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
Financial Statements
Payroll
Tax Preparation
Tax Planning
IRS Representation
Budgeting
Forecasting
Small Businesses
Individual Taxpayers
QuickBooks
CPA License

Contact Information

Address

6825 Fair Oaks Blvd suite 215

Carmichael, California 95608

Hours

Sunday Closed
Monday 9AM-4PM
Tuesday 9AM-4PM
Wednesday 9AM-4PM
Thursday 9AM-4PM
Friday 9AM-4PM
Saturday Closed

Customer Reviews

Excellent Service. I started 5 years ago going in person to file my taxes. I have moved from state some times and I?ve been able to continue using BD Tax & Finance Group Inc. services now remotely and totally encrypted making everything more secure. So you don?t need to be in California or go to the office anymore if you don?t want to. Awesome service, Excellent communication. They are Bilingual, just in case you need it! They don?t hide anything from you so you don?t get any surprises. I won?t relay my tax

I have been a client of BD Tax & Finance for many years. Brenda is an excellent advisor. She is dependable, thorough, knowledgeable, and professional. Trust me when I say you will be 100% satisfied with their services. I will be a client for life. Thank you, BD Tax & Finance, for securely handling all of my financial needs.

Each year I come back to BD tax because of the positive experience I have. Brenda is always ready to answer any questions I have about my taxes. She is also very efficient and makes sure that my taxes are completed in a timely manner. I highly recommend this company.

I highly recommend BD Tax & Finance Group. Brenda and her team are extremely helpful, and very effective. I use their services for both my business and personal taxes for 3 years, as well as monthly business book keeping for 1 year. If anything comes up that seems off, or out of place, they communicate quickly, and we get it corrected. They handle all the paperwork, and explain it so it makes sense. Its a weight off of my shoulders knowing that there is such an amazing team taking care of business. I defini

I highly recommend BD Tax & Finance Group. Brenda and her team are awesome excellent service, always answer your question and they speak spanish too. They have been taking care of my tax return and IRS tax resolution for the last 5 years from different states CA, TX, KS. You dont need to live in California to get her excellent service, they work remotly with Zoom meetings and Verifyle to upload your documents you can be in any state. Thank you Brenda and your team, blessings.

I highly recommend BD Tax team. They have been taking care of my tax return and IRS tax resolution for the last 7 taxable years. I?m located in Concord California and their zoom service has been excellent. Brenda , Dianna and David have invaluable resources. Very professional team. Efrain T.

I fully recommend Bd tax & Financial Group. This accounting firm is amazing, They do a great job filling my company and personal taxes, as well helping me with my accounting. This year, 2023, we get audited by EDD and thanks to them, we were able to go through it with no problem and without paying any fines. Thank you, BD tax & financial group.

Incredible experience with Brenda and her team! As a business owner living in San Francisco I?ve been able to see my business grow with their help. Their reliable timely feedback and eagle eyed attention to detail keeps my business rolling like a well oiled machine and gives me peace of mind that all the little things specially on the financial side are being accounted for and taken care of. This professionalism alone is great! But the best experience has been the fact that Brenda and her team are awesome

I highly recommend BD Tax And Finance group to whoever needs Tax services , bookkeeping or Payroll Services. we are using their services for OVER 10 YEARS. They do our monthly Business bookkeeping and payroll, as well as yearly Business Tax and personal tax filing. Brenda is very knowledgeable and she really cares about her clients. David and Dianna are also so helpful and professional. I definitely recommend BD Tax and Finance Group .

BD Tax & Finance Group is always professional, kind, informative and excellent! We have been doing our taxes with them for years! Brenda is an exceptional expert!

I feel very fortunate and grateful to have been introduced to BD Tax & Finance a few years ago through a series of business classes held at the BBB. My wife and I are business owners in Davis (Creative Hair & Spa Inc), and BD Tax & Finance helped us transition to a corporation. The learning curve for me was high, and I doubt I could have made all the changes without BD Tax & Finance?s positively vital help and superior knowledge of the process. We are doing so much better than before, even despite all th

It is a pleasure to have BD Tax & Finance Group, Inc prepare my tax filings for the past half a dozen years. BD Tax & Finance Group is always courteous, very professional and extremely knowledgeable regarding tax laws. I would highly recommend BD Tax & Finance Group to anyone in need of outstanding tax and financial services.

BD tax has been our accountant for our small business for the past couple years. They have been a great asset to our company. They also facilitated the process by conducting zoom meetings which has made understanding my financial reports easier. Overall this is a five star company that I would recommend to all

I own a beauty salon in Davis Ca., Est?tica Art & Beauty Inc. BD Tax & Finance Group Team assisted me by incorporating my business. They are doing my accounting and business tax since 2019. I truly recommend them! Their professionalism and knowledge is outstanding! Very happy with them!

My experience with BD Tax & Finance Group Inc. has been great. Everyone is very knowledgeable and friendly. They are always ready to answer questions or concerns that I might have. They even answer v?a text on the weekends.

The folks at BD Tax & Finance Group are very helpful and went above and beyond to help me with my tax audit. They are very knowledgeable on tax procedures and provide efficient services.

Expect high quality customer service and extreme professionalism from this group. All team members keep their competitive edge sharp with ongoing tax training throughout the year. They employ the latest in technology and prioritize cyber security. After eleven tax seasons filled with life's joy and heartbreak, I trust and depend upon their guidance through stressful tax seasons. No matter the season, they are accessible affordable and above all else - compassionate, a rare quality amidst the throng of

I am a Former IRS Agent and teaching Instructor with the IRS. I have had the opportunity to deal with this family owed business and I give then a solid 5 star plus. They are very skilled at their profession, very affordable, and was very touched by the friendly and relaxed style in the way they deal. I highly recommend this company. There are few companies out there today that are the TOTAL PACKAGE.

HIGHLY recommend! We have recently moved our restaurant account from other providers and accountants. They have been great throughout the transition. Very dependable and knowledgeable. Wish we would have worked with them sooner!

Called for an appointment 2/15 as new client. She asked if she could call me back in 5 minutes, then asked how I heard about them. I said Internet search. She never called back! Ha Ha. Make up something else if you want an appointment.

Told me I would have a 90 min consult for $300. She spent 15 minutes with me and told me in order to continue, she would need another $3750. As I tried to raise the funds, a man entered the consultation room, did not identify himself and proceeded to pressure me for $3750. She denied telling me I had a 90 minute consult and asked me to leave the consultation room as they had another client (sucker). They took my last $300 and made things worse not better. Do not go here!

I known brenda and her team of profesional stuff they been helping me with all my tax preparation since 2014 very profesional honest reliable and great customer service if i could ill give them 10 starts than you brenda and team

I am so happy with my experience. They have saved me so much time and headaches. I am going to be keeping them forever!! My business has never run so smoothly!

Very satisfied with BD Tax & Finance Group Inc. their professionalism and dedication to their clients is fenomenal . Always available when needed .

They are the best and professional, I highly recommend them.

I had an amazing experience and everything was so helpful!

Brenda is very fast and efficient!

Very knowledgeable, pleasant, and fast to respond.

(Translated by Google) We have been working with BD Tax & Finance Group, Inc. for several years and are very happy with their service. Brenda makes sure we understand all the information and always responds quickly to our questions. It is a pleasure to work with Brenda and her team! (Original) Hemos estado trabajando con BD Tax & Finance Group, Inc. durante varios a?os y estamos muy contentos con su servicio. Brenda se asegura de que entendemos toda la informaci?n y siempre responden r?pidamente a nuestras

(Translated by Google) We have been working with BD Tax and Finance for 14 years, excellent customer service, very friendly and very experienced regarding taxes. They are very helpful when we have questions and doubts, they resolve our cases quickly. We live in Pittsburgh CA and distance is no problem, all services are offered digitally. I recommend them, very professional. (Original) Hemos estado trabajando con BD Tax and Finance por 14 a?os , excelente servicio al cliente, muy amables y con mucha experie

(Translated by Google) Filing taxes every year is no longer so difficult to schedule in my busy calendar. I have the facility with BD Tax & Finance to be able to do everything electronic. I send my documents through a very secure platform that protects my documents and I no longer have to travel to Sacramento because everything is through Zoom. This is very convenient for me since I live in the East Bay. Customer service is magnificent. I have been doing my tax returns with Brenda for 12 years and I give he

(Translated by Google) Excellent service, very professional, 11 years doing my tax returns to the IRS, without any problems. I like its electronic process, it is reliable and secure, as well as the conversation or interview via zoom. Although I reside in El Salvador most of the year, I do not need to travel to the USA to file my returns, BD Tax &Finance Group Inc. (Original) Excelente servicio,muy profesional,11 a?os haciendo mis declaraciones de impuestos al IRS, sin ning?n problema. Me gusta su proceso

(Translated by Google) BD Tax & Finance, it is the best!! We have a cleaning company here in Southern California (Anaheim), and in 2021 the IRS audited our 2020 taxes, which was a mess!!! In our country, my husband and I are professionals but we are unaware of the laws of this country, and we did not know what to do, our accountant, upon seeing the problem, turned her back on us. And thanks to the help of Brenda and Diana we were able to resolve it in a better way. always paid Fine but not what they said, t

(Translated by Google) Excellent service, very professional. 11 years doing my tax returns to the IRS, without any problems. I like their electronic process, it is reliable and secure, as well as their zoom interviews. Although I reside in El Salvador most of the tax year, I do not need to travel to the USA to file and pay my taxes. (Original) Excelente servicio, muy profesional. 11 a?os haciendo mis declaraciones de impuestos al IRS, sin ningun problema. Me gusta su proceso electronico, es confiable y s

(Translated by Google) After trying so hard to deal with an IRS issue, I found myself faced with the cruel reality that many times these types of issues cannot be dealt with alone. You need the help of a professional with extensive knowledge of how to deal with these types of issues. I was constantly trying, communicating, and putting 100% of my energy into it, but in the end, it all seemed like a walk in circles, getting nowhere. The uncertainty and not knowing what was going to happen was completely sappi

(Translated by Google) 100% recommended, especially if you want to enter the crypto currency market since it is easy to make mistakes and find yourself in an uncomfortable situation, like the one I found myself involved in, but thanks to Mrs. Brenda's services I did not have to pay a single cent, so I recommend them 100% (Original) 100% recomendado, especialmente si quieres entrar en el mercado de crypto monedas ya que es f?cil cometer errores y verse en una situaci?n incomoda, como en la que me vi envuel

(Translated by Google) I have a commercial cleaning business and I have been with the professional team at DB Tax & Finance group for four years and they have handled my accounting and payroll for me during that time and worked excellently. (Original) Yo tengo un negocio de limpieza comercial y he estado con el equipo profesionales de DB Tax & Finance group por cuatro a?os y ellos me han llevado mi contabilidad y payroll durante ese tiempo y trabajando execelentemente

(Translated by Google) I am the owner of La Sonsonateca restaurant and the reason I give them 5 stars is because of their good work, responsibility, I have been with them for 3 years since they do my accounting and I am very comfortable, very complete in what they do, taxes, payroll, accounting, I do recommend them BD tax& finance group Inc (Original) Soy la due?a de La Sonsonateca restaurant y el motivo por lo que les doy 5 stars es por su buen trabajo responsabilidad llevo 3 anos con ellos ya que ell

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.