*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.*
7901 Oakport St
Oakland, California 94621
I love Better Taxes!!!!! They have helped me regain my financial stability continously. I know Better Taxes always gets the job done quickly and efficiently. Saving her clients money and helping her clients achieve this is a priority. I would and continue to recommend Better Taxes to all my friend's and family.
Tracey was Very professional with a spirit of kindness and made me feel very comfortable that she knew what she was doing to get the job done. I give Tracy five stars thank you.
I've had good experiences working with Tracy. Especially getting things done before deadlines and staying on track.
Tracy from Better Tax Returns has prepared my taxes for over a decade. My tax returns have always been prepared with speed, accuracy, professionalism and the unparalleled personable service that Tracy provides. I've been so happy with her services that I've referred family and friends. The rates are very reasonable and her office hours are accommodating.
This is my first time using Better Tax Returns! I could not have gone to a better tax professional! Tracy provided amazing service and is very knowledgeable about her field. As a small business owner, I plan to use Better Tax Returns for years to come!
Tracey is extremely knowledgeable and does an outstanding job! She's been doing our taxes for over 15 years. We refer all our family?s and friends and they love working with her too! She's the Best!
I have been getting my taxes done here for years. I own a small business, and Tracey is soo knowledgeable. She handles anything I throw her way! She stays up to date on all the new software to ensure that your information is safe and well protected. I am surely a customer for life.
Tracey has been doing my families taxes for YEARS !!! Very professional, her office is clean and wonderful , I've started going to her since I first had a w-2 lol and I was 18yrs old i am 30yrs old now and I'm glad I've came to her , very clean office. Thanks Tracey for everything from the cleveland family !
I have been working with Tracey at Better Tax Returns for years. She has done an excellent job at providing the best tax preparation services, tax strategy planning, and guiding me through the challenges when I tried doing my own taxes.
Been my tax preparer for years. Always handles business professionally. I'm always satisfied.
Better Tax is the best. Efficient and friendly to work with. Highly recommend Tracy.
Tracy?s filed my taxes for the past 3 years and has always been super thorough & responsive. My tax refund has always had a super fast turn around. I wouldn't go to anyone else! Thanks better tax returns!
Great and professional service. Tracey has done my taxes for years. Very accurate..The Best. I highly recommend this company 5+ stars G.L. Franklin
She has been doing my taxes for 15 years. Always makes sure I am happy with the services before she submits my taxes and tries to maximize my return and minimize what I owe to the best of her ability. Great service.
Tracey has done our taxes for 21 yrs she does all she can to get us refunds, write offs and is always responsive to our questions. Highly recommended
You are In great hands if you are thinking about doing your taxes with Tracey she is very professional she get things done very quickly one of the best
I've been getting my taxes prepared here since 2004 and I've never had any issues. Thank you Tracey!
Excited to work with her again. It was so easy and seamless. She asked all the right questions and got it done ASAP.
Tracy was fast and accurate.
Best Tax business in the Bay Area and beyond!
No matter what the challenge is with your tax?s with better tax returns your in good hands
Tracy is a excellent text person
Nice and professional. I would recommend anyone to this establishment.
Excellent tax preparation ??
They was on time & very helpful
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.