*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.*
2015 Redwood Rd
Napa, California 94558
I really enjoyed working with Bev on my taxes this year, she gave me and my paperwork the attention to detail I was looking for that I had been lacking with CPA's in the past, and in addition it was great to meet in person to go over them in advance of my tax return due date instead of this being an online, rush job at the end of the quarter as I've experienced with other CPA's also. Bev is really experienced, is welcoming with a good office, and has good advice to keep you going throughout the tax year.
Several of my clients use Bev Creech for their taxes. They all speak highly of Bev, and trust her expertise. Bev is only concerned with your well-being, and wants to make sure you leave her office better than when you arrived.
Bev has been doing my taxes, both business and personal, for five years now. She has been fantastic! She takes the time to get to know you personally and understand your situation. Not only that, Bev is very reasonable in the amount that she charges for the tax preperation work compared to the CPA's I've used in the past. I recommend giving her a shot if you need a good tax person!!!
Bev and her associates have prepared my personal tax returns for over 25 years. This highly-qualified team of professionals is always courteous and responsive. They are very detail oriented, and all your questions will be answered in a straight-forward, easy to understand manner. I give Bev Creech Bookkeeping and Tax Preparation my highest recommendation.
Bev is amazing! She walked me through doing my 1099 taxes, holding my hand the entire way. If you have any questions she is able to explain it for you, if she can't she will tell you she can't but she'll also find the answers for you and not leave you hanging. 10/10 She's amazing!
Bev did a great, fast job on not only my personal return but my corporate taxes as well! I'll be using her again next year!
Taxes are never "fun". Bev is just a fun person to be around that will help you get your taxes straight. Call Bev if you want your taxes done right with a side of chocolate at her desk ;-)
Bev Creech is a true professional who cares about her clients. I'd trust her with my business and often refer clients to her as I know they will get the red carpet treatment. I high recommend Bev Creech!
Bev is the ultimate professional in Tax preparation. She is always getting training and is on top of the latest tax info
I highly recommend Bev Creech for all of you tax prepration needs. Very professional and always up to date on the latest changes in the tax world.
Bev is amazing and helpful! Quality service. Book keeping and tax prep made easy! Thanks Bev, your the best! Highly recommend.
Bev is a consumate professional. She will review your tax situation and will honestly let you know if she can help.
I have been getting my taxes done here for several years and have never been disappointed. Always speaking directly with her and always answers any questions you have.
Bev Creech is a fantastic tax preparer!
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.