California Tax Boutique

California Tax Boutique

Reviews Summary

Consistently praised for professionalism, expertise, and clear communication. Staff are friendly, thorough, and responsive, making complex tax processes easy to understand. Clients appreciate the detailed explanations, prompt service, and proactive reminders. Many highlight long-term satisfaction, noting the team's ability to handle complicated returns with ease. The portal system and electronic document handling are commended for convenience. Fees are considered worthwhile for the high-quality service. Highly recommended for both personal and business tax needs.

About This Listing

Bookkeeping
Payroll
Tax Preparation
Tax Planning
IRS Representation
Small Businesses
QuickBooks
State-Specific Experience
Multi-state Experience
Bilingual Services
Years of Practice

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
Payroll
Tax Preparation
Tax Planning
IRS Representation
Small Businesses
QuickBooks
State-Specific Experience
Multi-state Experience
Bilingual Services
Years of Practice

Contact Information

Address

1010 Hurley Way #195

Sacramento, California 95825

Hours

Sunday Closed
Monday 9AM-5PM
Tuesday 9AM-5PM
Wednesday 9AM-5PM
Thursday 9AM-5PM
Friday 9AM-4PM
Saturday 9AM-4PM

Customer Reviews

Had an appointment with Peter for a strategic business tax plan - very worth the money. Peter was able to answer all of my questions and provide additional insight on things to think about moving forward, I enjoyed the ease and professionalism of our conversation. The entire booking process was also quite simple which is an additional plus.

Always a great experience! Peter has been my tax-person for the past 2 years and does phenomenal work. He is very professional and takes pride in what he does. The office is welcoming and staff is friendly and accommodating. Shoutout to Peter for making tax season an enjoyable process!

I have used Peter Chu From CA Tax Boutique for our tax preparation for three years now. Peter makes doing taxes easy! He goes through your tax returns line by line explaining how he came up with his results. He believes in having smarter more informed clients which I love. I will continue to plan to use CA Tax Boutique for future tax prep.

We had an appointment with Sarah this week and it was a very professional, efficient and informative session. Sarah was extremely proficient at her job, helped us navigate certain issues that we faced and was pleasant and sincere throughout our visit. Overall, it was a very positive experience and we were so grateful for this high quality referral. We will be return customers in 2026! The Verle Family

I've always done my family's taxes but we had a change in tax status that felt too complex to handle myself. I went with CTB thanks to their great reviews and am happy to add my positive experience to the bunch! We worked with Peter Chu, who was extremely knowledgeable and easy to work with. Our return was prepared in advance of our appointment and we used the time to review his questions and finalize the details. Other than tracking down and uploading our tax documents, the process required very little ti

I'm so glad I found California Tax Boutique! I've worked with Peter for many years now and he's such a knowledgeable and professional individual. He's been very helpful in getting me out of a tough situation in the past and I refuse to go anywhere else! I've also referred him to my parents, who love working with him as well! Definitely recommend CTB! Just don't ask for Peter because he gets booked way too quickly (jk).

Only the best! Been coming here for over 10yrs these people are very professional. They do an out standing job. I have owned multiple businesses over the last 30yrs and have had many other accounts/ tax advisers /business advisers/ investment ect. I am so pleased to have made their acquaintance. My only regret is that I didn't meet them sooner. AKA (mobilemoe)

We had an amazing first appointment. They are extremely friendly and helpful. They also really know their stuff. Would recommend them to everyone!

I highly recommend Tracie and her team as California Tax Boutique has been very helpful executing complicated business S-Corp taxes along with helping out with bookkeeping and personal taxes. Thank you California Tax Boutique!

Update 02-22-2025: Still the best. I know several other folks struggling with their taxes. Because I live out of town, most of our work is via an electronic portal to transfer documents and make payments. All is excellent! I've been a client for several years. The personal attention they give to me is unbeatable. I have fairly complicated returns, and they handle them beautifully. They directly communicate with my financial advisor to get the most out of retirement with the lowest taxes. I've used several

Went to CTB for our taxes and Tracie was excellent. She answered all our questions gave us recommendations on how to prepare for next year. And we got a nice refund.I am definitely going back next year. Thank you CTB. PS everyone was is so attractive to us that it made us feel like family.

I can't say enough great things about Tracie and her services! As a new business owner, I am beyond grateful for her advice, guidance, and overall help in navigating the complexities of small business taxes. Besides that, she has helped me with our family taxes and I will continue to be a loyal and repeat customer. A true professional who understands how to simplify the tax code. Thank you Tracie and team for all you've done for us!

Peter helped me prepare and file my personal taxes, and he did a great job. He was responsive throughout the process, he was thoughtful and took his time preparing and explaining my returns, and he is knowledgeable of the rules. He gave me some good advice for future returns as well. It was a very good experience and I highly recommend Peter.

Excellent, Accurate, Fast Service. Instructions were easy for me to follow. Thank you, Peter Chu, Calif. Tax Boutique. Will be using your expertise in preparing my tax return also next tax season and beyond.

Update - the service got for tax year 2024 was terrible. I pay almost $600 to California Tax Boutique (CTB) for their help with my taxes, but the person who helped me (PETER CHU) this year told me I'd owe one amount, only to be told later I owed much more. This person also missed including my house insurance in my taxes until we spoke on the phone. CTB used to connect with my QuickBook account and handle everything for me. Now, they just ask for a Profit and Loss report and go from there. I just don't see t

I've been with California tax boutique for about 6 years, I have never had any issues, very wonderful people to work with. If you need help they are there for you and very knowledgeable. I recommend their services.

I've been doing my taxes here for a several years now and have been very happy with the service and support Tiffany has provided me. She is very knowledgeable about the latest laws and changes and is always looking out for my best interest. I've had such a great experience that even though I moved away from Sacramento, I still reach out every year for their service. Tiffany is super responsive, straight to the point and so easy to work with and works around my schedule. I would definitely recommend Califor

We worked with Tracie and the experience was great! We didn't understand a lot about our taxes and she was able to educate us but in a way that was very easy to understand. All the staff that we contacted with were great and friendly. Cannot wait to continue to work with her and her team!

The thoroughness with which Tracie handles even complicated issues is remarkable. CTB converted a corp from C to S and made other cost savings recommendations s without my asking. We were able to take advantage of existing tax breaks and other incentives that we had never been made aware of at a blue chip CPA firm. We are very satisfied with the services rendered by CTB

I use this company to do my annual taxes and just recently a business consultation. Tiffany is so great to work with! When I've used other tax preparation companies in the past, they just prepared my filings and gave them to me to sign. Tiffany actually takes the time to go over everything with you so that you understand how the return was prepared and where the figures came from. As a business owner, I truly appreciate that kind of customer service!

This was the second year we used California Tax Boutique for our taxes. Peter Chu is young, but absolutely a professional and he knows what he is doing. He explains everything and makes sure you know how your taxes are prepared. All these years, my previous tax preparer never explained anything to us. I highly recommend this company. They send you emails and inform you of the changes. They are more expensive than my previous tax preparer, but I paid the amount happily. I am happy with the service I was prov

Peter Chu is the best. I've used him for the last three years now. If your a business owner or you have a complicated tax situation, he is the person to ask for. He will guide you through the entire process and answer any and all of your questions. He is friendly, professional and very knowledgeable. I am very happy with the service I received at CA Tax Boutique and would recommend them to anyone in need of tax preparation services. Don't Stress, Call Peter!

We worked with Jonathan and he was wonderful. Very personable and helpful. We were able to upload most of our documents via their website so our meeting was seamless and fairly easy. I felt confident that Jonathan took care of us and any questions we had, we got a response very quickly. I highly recommend California Tax Boutique, we will be utilizing them in the future.

Madison, Raya and Evelyn are top notch! We've trusted Tracie and her team for years (and I mean YEARS) and you should too!!

Tiffany is by far the best tax preparer we have ever been to. She has been able to guide us through our not so easy questions and never hesitates to take the time to explain the process and reasoning. The communication from everyone at CTB is excellent. We have been going to her a couple years now and will continue to do so! Thanks so much, Tiffany!

As most people experience, I have massive nerves when it comes to doing taxes. I'm a new business owner, so doing my taxes for the first time was a bit stressful. Peter was incredibly thorough and helpful. I learned more in my hour session about a tax form than in the 20 years of filling it out.

Peter is a great guy with great thoughts and guidance on tax issues. He is meticulous and explains things with a layman?s understanding. He really makes you feel like there's hope afterwards in getting through the process. Thanks folks.

I own a small massage therapy business. Peter has been my tax guy for 2 years. He is competent and professional. Communicates great. Highly recommend California tax boutique!

UPDATE: The value and attention we get from Peter when doing our personal and business taxes is beyond great! He brings an attention to detail and bringing to our attention all the things that we can add as part of our expenses and write-offs to ensure that we get the max return. I wrote a review of them back in '22 and 2 years later, we're still going to CTB. We are going to Peter, and plan on continuing to go to him in the future. Thanks! ------- When it comes to taxes, its one of those things that I'm

Updated review: This was our third year using Peter Chu at California Tax Boutique for our taxes. We are consistently happy with the level of service both Peter and CTB provide. Peter is professional, knowledgeable, friendly, and makes sure we understand our taxes and the calculations each step of the way. CTB is also diligent with reminders, notifications and are responsive to client question in a prompt and professional manner. They are very clear about their fees, services, requirements and deadlines.

They were recommended to me by my sister a year ago, and this is our second year filing through them! They're very easy to work with and get a hold of if you have questions/need help with anything. Highly recommend!

This place is great, i consulted with Tracy on some business tax information, she had me take the proper steps to avoid some tax penalties, and saved me quite a bit of coin in the long run. Customer service is exceptional, Kira at the front desk is awesome! Due to the experience i had i went ahead and had them handle my personal taxes as well. I would highly recommend California Tax Boutique to anybody starting a business. The client portal on there website allows you to upload documents and pay off invoice

Tracie is a true pro. She did our taxes and suggested taking a look at some issues she spotted on past years' returns -- there had been errors, and she took the time to go back over everything for us and, lo and behold, we had been leaving money on the table. She impressed me so much, and so did her staff -- they were with us every step of the way, with great follow-up, answering questions, and explaining taxes in a way that made sense. High level of integrity and service. I highly recommend California Tax

This is my 5th year with California Tax Boutique. I continue to use them because it's easy. I fill out a form and upload my docs into their client portal. It's a system I've come know well. So I come back.

Great service! Have used this business for a couple years now. Peter has been a great help in getting things done quickly and seamlessly while answering any questions that I have along the way. Will continue to keep using their tax preparation services for the years to come.

It is always such a pleasure to see Tracie for our annual Income Tax filing. Tracie is friendly, compassionate, intelligent and professional. We highly recommend Tracie & the CTB Office. Thank you, from Sery & June

CTB is always very professional, with great staff in the front office and awesome tax professionals. Will definitely be coming back in the years to come as they are always glad to answer any questions I have regarding real estate and other tax implications.

If you had your taxes done by this company I highly suggest getting them double checked by another tax prep service. We were not given the opportunity to maximize our deductions and had to go back, after being rushed through our appointment, to have our taxes amended. This was an additional $90 fee (1/2 off since they did the original filing). I still wasn't comfortable with the calculations of the amendment so I decided to take our 2016 & 2017 returns (both done by California tax boutique) to H&R Block to

Tracie is always prepared and ready with solutions. I had tried a few others once I started my very small S-Corp and she knows her stuff. Would highly recommend CTB and Tracie.

Love working Tracie. She is the best accountant I have. I would highly recommend her to anyone.

Tiffany is professional and very helpful. The whole staff is great to work with. We highly recommend this company for all of your tax needs, big or small!

CA tax Boutique is amazing! They have been doing our taxes for years. They have always treated us well and the process is very smooth. I highly recommend!

Finally reached out for taxes after years of procrastination and overwhelm and they made everything so simple! Grateful for their patience, professionalism and clear communication. Will be using California Tax Boutique every year from now on!

They were super helpful since day 1, even going out of their way to help my wife and me with some documents that they did not need to help us with. Highly recommended!

Professional, friendly, helpful, and highly competent. Tiffany took what could have been a nightmare of a tax return and made it look easy. I would highly recommend California Tax Boutique.

Tiffany patiently went through the process with me and fully explained my tax forms. She was able to fit me in last minute as well to accommodate my busy schedule. It was a pleasant experience considering it was doing taxes.

This is the only place we trust to do our taxes. Tiffany and her team are amazing! I want to personally thank them for taking care of us year after year. Thank you so very much for all of your help!

Great experience. Had my first complicated tax year and took everything in. Very professional and friendly. They knew of forms and deductions I was unaware of that saved me thousands. Highly recommended. Plus, I was in and out in 30 minutes.

Best of the best. Couldn't be anymore quick and professional

Year after year, I cannot say enough good things about Tracie and her staff! Always knowledgeable, informative, professional and kind. I highly recommend their services!

5/5. Amazing service. Peter was amazing and I would recommend this business to anyone who feels like taxes are intimidating! Will be back!

We have worked with Tracie for years and have watched her business grow like crazy but she never fails to treat us the same way she did many many years ago when she was just getting started in this tax biz.

Peter was awesome as usual.

Knowledgeable, intuitive, directional, helpful, concerned, friendly and answered all questions in a very professional manner.

Tracie is always the best been going to her for over 6 years now ??

Highly recommended,Staffs are very friendly! Tracy is very helpful on explaining each steps in details.

Tiffany is amazing! The best CPA, very knowledgeable and personable.

Just got my taxes done... and she the best tax person in sacramento... do not go to h&r block big rip off go here. Instead

Professional, easy, and efficient. Answered all questions and concerns. Definitely recommend. Thank you Peter.

Great experience with the staff, intake is very thorough and gets a broad picture of your finances very quickly.

Reached out to them, and they just blew me off. Busy I guess, but they could at least let people know that. Going elsewhere.

Peter is the best. Thank you Peter for your great service.

Loved my time there. Easy to work with. Happy with tax refund.

Wonderful People, Amazing service and Staff

The best place to do ur taxes ????

Best comprehensive tax place in California

Tracie and her team are AMAZING!

CTB are life savers!

Exceptional service.

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.

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