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Calyx CPA LLC

Calyx CPA LLC

Reviews Summary

The consensus is overwhelmingly positive, with most reviewers praising Calyx CPA for their professionalism, expertise, and excellent customer service. Many highlight their responsiveness, clear communication, and ability to simplify complex tax and accounting matters. Small business owners particularly appreciate their proactive guidance and cost-saving solutions. While the majority of reviews are 5-star ratings, one critical review mentions unmet expectations and missed deadlines. Overall, clients highly recommend Calyx for both personal and business tax needs, describing them as knowledgeable, attentive, and trustworthy.

About This Listing

Bookkeeping
Accounting
Business Consulting
CFO Services
Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
QuickBooks
Xero
GAAP Compliance
Complex Situations
State-Specific Experience
Multi-state Experience

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
Accounting
Business Consulting
CFO Services
Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
QuickBooks
Xero
GAAP Compliance
Complex Situations
State-Specific Experience
Multi-state Experience

Contact Information

Address

221 W 10th St

Medford, Oregon 97501

Visit Website Call Now Get Directions

Hours

Sunday Closed
Monday Closed
Tuesday Closed
Wednesday Closed
Thursday Closed
Friday Closed
Saturday Closed

Customer Reviews

This firm is great. Calyx delivers a high level of knowledge and service in a professional manner. Principals in the firm will take the time to explain important things to you and give you the opportunity to make informed decisions. Company contacts are very accessible and responsive to communications. My experience with Calyx has been very positive so far.

We started working with Calyx after running into issues with prior accounting firm; Calyx was a referral from a banking client who spoke very highly of expertise and quality. Three years in, we're very impressed by quality, their expertise and ability to explain complex and not complex issues in a way that makes sense to us less experienced in accounting and tax matters, and their responsiveness even during hectic tax season. You'll be in good hands with Calyx.,

Excellent Team of Professionals that understand and have met our personal and business needs. Their customer service is top notch. The response time to any questions we had was nearly immediate. I cannot say enough positive things about our experience with this team- we're over the moon happy we chose this firm for our tax needs.

I can say that this place is the best place you can do your taxes in Southern Oregon, the staff are very respectful and professional and they really care about every single person and business. Justin is really great at his job and he really takes his time to help you the best way he can. I'm truly blessed to have Calyx do my taxes!

Justin and Nic at Calyx are wonderful. Attentive to my needs. As my small business grew Justin set up an S-Corp which saved me money. Highly recommend.

I've been using calyx before they were even named calyx. They make my busy life that much easier. Proud to be a client of theirs.

Been working with Justin and his team for 5+ years and could not be more happy with their work. I'm a small business and can always reach out with any questions or concerns.

Calyx CPA was prompt, courteous, and efficient in handling our taxes. We highly recommend them.

Calyx does a fantastic job on tax planning and filing for our small business every year!

Justin and Nic are a pleasure to work with. Highly recommend!

Extremely helpful. Explained things in terms I could understand. So thankful for all their help!

Helpful, knowledgeable and professional at all levels. Very glad we found them.

These guys are fantastic! Extremely knowledgeable, timely, and professional. Thanks for all the help!

Solid group of people. Best bet on taxes in southern oregon.

Allows helpful, prompt and knowledgeable!

Awesome communication & services

I retained Calyx CPA for comprehensive accounting and tax services, investing a total of $15,000, and ultimately received nothing more than basic tax filings. Over the course of several months, their team repeatedly missed deadlines, failed to deliver the proactive financial guidance they promised, and only sprang into action when I had to demand status updates repeatedly. Despite assurances of a full-service engagement, the reality was that only about $2,000 worth of actual work was performed, primarily t

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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