*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.*
4635 Freeport Blvd ste b
Sacramento, California 95822
I have been seeing Ira for a few years now and have had nothing but GREAT service and care. He has helped me file taxes even when I was behind and still getting me the best outcome for what I needed. I would recommend to anyone.
I had bad experience with this firm. I paid them to apply for my personal tax ID and they said they did. After about one year of waiting time during which I had to call them multiple times to check the status of my tax ID application I had to reapply with another CPA and pay again. I waisted more then a year with this firm and paid twice for my tax ID application. Do not recommend them!
Ira is brilliant at his craft. Extremely knowledgeable and professional. Kind and courteous. I've been a client for many years! Extremely thankful and very much pleased with his work - he has a keen eye for detail and really cares about his clients. His office is always very quiet and he respects your privacy. Very important that your information is protected these days! I'm very appreciative of Ira Williams and his staff and will continue to be a loyal client of Bulletproof Tax and Accounting Firm.
?I?ve had an exceptional experience with Bulletproof Tax & Accounting Firm. Their team combines expertise and attention to detail, ensuring that every aspect of my finances is thoroughly reviewed and accurately handled. They are proactive in finding tax-saving opportunities and consistently provide clear, reliable advice on complex accounting matters. The staff is not only professional but also highly responsive and accommodating, making the entire process smooth and stress-free. I highly recommend Bulletpr
I am extremely satisfied with Bulletproof's dedication and service. Their hard work, responsiveness, coupled with the value of strategic insights through their newsletters, keeps my business on the right track. Bulletproof will always be an integral part of my team!
Bulletproof Tax & Accounting Firm offers an exceptional blend of professional expertise and personalized service. Their comprehensive approach to financial management, particularly in tax reduction and smart accounting solutions, is outstanding. The team, especially Ira Williams, is noteworthy for their in-depth knowledge, attention to detail, and client-focused approach. Using their services has streamlined my financial processes and significantly enhanced my understanding and management of taxes. Highly r
Ira and his team are great. They are patient, kind, and helpful. Taxes can overwhelming. I have peace of mind knowing I have someone that I can trust. Thank you!
Bulletproof Tax, provides the best services ever. They very very knowledgeable in the tax laws. They are able to find the best options in doing your taxes. I have been a client for over 8 years. They are always accessible when needed.
I have use this company for the past 4 years. They are timely and always well informed of the latest accounting and taxes codes and changes. I will recommend this agency to my friends and associates.
Ira is thoughtful, inventive, responsive and dedicated to us small businesses. I can rely on him to provide the BEST value and advice. His knowledge of and currency with the latest code, its consequences and possible solutions make it easy for me to count on his sound counsel. I highly recommend Ira and Bulletproof Tax. Thanks!
Bulletproof Tax and Accounting Firm provides me with great tax service and tax advice. They are patient and very accommodating with me when it comes to tax deadlines. I often wait until the last minute to provide my tax organizer. Renee
Ira has been processing my tax returns for the past 5 years. Excellent customer service. He educates himself on all new tax laws and always saves me money. He is the best tax consultant I have experienced. Very professional.
Can't say enough good things about Bulletproof Tax. Been with them a few years now. They all ways take good care of my Company. Thanks, and see you'll soon.
I have been having my taxes done at BulletProof for several years. The service is thorough, accurate, and Ira is knowledgeable and professional. Still the best. October 2024.
Bulletproof has to be one of the most professional tax services in Sacramento. I missed out on so many refund opportunities but Bulletproof educated me. I highly recommend Bulletproof Tax and Accounting Firm.
Our family has been provided quality services by Bulletproof Tax more than ten (10) years. There hasn't been one time we have been disappointed in services provided. We gain valuable consumer information for both our personal and business taxes. With Bulletproof, we are in the know of what's going on with our taxes with current and up-to-date information in the tax world. Honest and reliable on all counts.
My experience with Ira Williams and Bulletproof tax was great. I needed to get taxes done for the estate because my dad passed away last year and most places werent able to help me when I called. Dealing with all the legal stuff that came up when my dad passed has been kind of a headache but this final part in doing taxes has been easy and I havent been stressed during this process. Thanks!!!
I had a great experience with Bulletproof Tax & Accounting Firm! I will definitely return for future services. Ira was patient, attentive to detail, and very helpful.
Ira is very Knowledgeable and helped me as a Corporation and individually get the MOST from my returns.He took the time to know my business and implement several Tax strategies to maximize my returns and plan for my future endevours. I highly recommend Ira for Businesses and Personal Taxes!
I have been going to Ira for some years now. He is knowledgeable, well connected in the community, and just a great tax strategist. What I needed from a tax specialist was someone that stayed abreast of what I could do to save the most money. He surprises me year after year when he says "you're getting a check back" I think he strives on helping people. I send all my clients from 760 Credit to him without any reservations. They actually drive from the bay to see him. Most of them are business owners. He ha
I would not recommend using bulletproof, IRA William isn't a professional cpa as he screwed up filing our taxes costing us thousands of dollars in our taxes. He start friendly and answer your question the minute you pay him the fee good luck getting hold of him. Never returns calls or emails on timely manner.
I have used their services for at least 15 yrs. Great customer service!! Ira is great. He is detailed, efficient and very knowledgeable.
Bulletproof is just the greatest. I have been using this service for more years than I can remember and I will continue using.
Ira Williams has been handling my firm's taxes and bookkeeping for the past 10 years or so. He's done a great job and I am very happy with his services.
A very honest, professional, and helpful organization. Our business relationship has always been a rewarding, and educational experience with Bulletproof Tax Team each and every year. Their services surpass all of the qualifications and certifications necessary to receive this positive review. ADON COMMUNICATIONS would like to say thank you.
Mr. Williams is very thorough. He asks questions that will allow him to provide you with the best outcome regarding your tax situation. He offers great explanations and suggestions.
The process was simple and easy. 1 2 3 steps and your taxes are done. Everything is processed through their User Friendly Portal. Scan all your necessary tax forms, call them to acknowledge receipt of your forms and your taxes are completed and sent to IRS. Can't get much smarter than that! Thank you Ira.
So disappointed! My deadline with doing my taxes with the IRS was on the 10th, I faxed $40 worth of docs to Ira on the 11th and called him to make sure he received them. He was elusive, non communitive with we had long periods of akward silence. Instead of him communicating with me or speaking up, I had to ask him what he was doing. I waited patiently while he tried to change a password and get into his system ?? He briefly looked over my docs & then I had to ask him what he could do for me, there was ab
It?s always great working with Ira!! My wife and I have been working with him for years and appreciate all good hard work.
With the daunting task of trying to figure out all the tax laws and deductions, it is always great to have a company such as Bulletproof to ease the worry and pain of filing and provide a precise explanation of what can be improved on for the next year.
Meet with Ira for the first time yesterday. He was professional, to the point, and a wealth of knowledge and advice. Thanks for the great service! You have my business.
I have been working with Bulletproof Tax for over 6 years and they haven't never let me down. They take of my personal and business taxes, and I am truly glad that I am in their capable hands..
I have used Bulletproof Tax firm for over 9 years and have recommended them to several people. thanks for all your help
I've utilized Bulletproof Tax & Accounting Firm for over 4 years and I love their services. Professional and thorough!
I have been working with Ira on my taxes for over 10 years. He is great in his communication and very knowledgeable on complex situations.
We began working with Ira at the Bulletproof Tax & Accounting Firm in 2015. We've learned a great deal and are happy with his services.
Ira is very professional and on time. Great service and great conversations. I love having Ira as my tax professional.
Roos-way Transport, have been using Bulletproof Tax & Accounting for About Five years now and there courtesy and professionalism. have been first class all the way. Thanks so must for being there each and every time.
I have been with Ira for several years and I appreciate his hard work and honesty. I also forgot to mention that he spoils his clients so I will never leave :-)
I just happened to come across Bulletproof thru a Google search and I am so glad that I did. They are professional and got the job done quicker than I anticipated. I am now referring my friends to them as well.
I love the firm. I find them to be professional. I love that I receive a call updating me on new tax information and classes to help me save for my future. I would recommend this firm to everyone.
Ira was attentive to my business needs. He was very responsive inspite of being in two different time zones. I strongly recommend!
I have been having my taxes prepared by Ira for the last several years. He is very experienced, and always answers any questions I have regarding my taxes.
BulletProof Tax is the best accounting firm is Northern Calif. Happy to be a longtime client.
this is my forth year with bulletproof tax. Ira does a fine job and I recommend this service
Absolutely loved working with Ira! So patient with me and so many good insights and questions to help us!
I've been going to Ira for over a decade he always gets me right with my taxes. Never had a problem??
Ira is great makes my life easier knowing I have him to do taxes
Ira is very knowledgeable and experienced with personal and business tax returns.
Ira really helped me with my 401K distribution and maximized my return for 2021. Thanks Ira!
This place is just freaking horrible, I have been waiting 2 hours now with an appointment. Save your self the trouble and he is not even a good accountant. I would give zero stars if possible.
Great service. Always accurate and knowledgeable about tax structures and policies.
Ira is the best. I have been using his services for years.
Ira is awesome! So knowledgeable and a true joy to work with.
Ira is the best! Literally saved my company and personal taxes thousands!
This business is professional and takes care of your needs. Explains and educates you on you on your affairs and options. Thank you!
Using Bulletproof Tax for years for all my businesses and personal tax needs, account Recon and financials.
Spent time to explain everything and was knowledgable about many creative ways to protect asset's
Very professional IRA Williams is the best
Wonderful service and incredible thorough. I highly recommend!!!
Amazing customer service and top notch expertise. Highly recommend.
Great, good company.
Very helpful and informative.
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.