*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.*
3336 Bradshaw Rd #230
Sacramento, California 95827
To say that Corin was a great help is an understatement! My brother and parents had all recommended Corin to me to guide me and help manage my time, and I figured they were right. During the summer break between my junior and senior years, I first started working with Corin. I didn't really know anything specific that I wanted to work on in college, as I liked a lot of different things, but I didn't know which one would be the best option for me. Corin worked closely with me throughout the year to help me f
This review is 2 years in the making ? TLDR; Capitol College Counseling is absolutely amazing. From start to finish, the program CCC put my son through exceeded our expectations in every way and made me a happy parent. More context - As with a lot of parents, it can be a little intimidating helping your child navigate the process of college preparation given the vast and ever changing information. From test scores, to filling out applications, the entire process can be overwhelming. However, at Capitol Col
Corin went above and beyond in my college counseling experience. Applying to college certainly isn't stress-free or easy, but Corin is there to help you every step of the way. I'm really glad my family invested into this. Corin made an effort to understand my personal background applying to college. We were able to paint the best picture possible about myself as an applicant, and more importantly, formulate a vision for my future after some tough times in high school, and worry/uncertainly about college.
I wholeheartedly recommend Corin Hamilton. Corin worked with my youngest of 3 to apply to 10 schools, that ultimately resulted in a successful result. For my older two children, I also worked with a college counselor to apply to college. I can honestly say that Corin was patient, kind and focused on exactly what my youngest wanted. Corin had a very structured process that helped narrow the college selection process. He was knowledgeable and up-to-date about what the process was at each school that made t
Corin is the greatest! He was patient, thoughtful, flexible and kind. Every time I had a question, he took the time to get to the core of what my concern was. I truly feel that Corin help me develop an application that reflected me. He directed me to the universities that had all the qualities that I wanted and then helped to focus on those schools. On each tour of all the schools that applied to, I could see myself being successful at that campus. I fortunate to be offered acceptance to ALL the colleges th
Corin was my college counselor, and to say that he made the application process easier would be an understatement. When my friends talked about how their college applications were stressing them or hadn't even started their supplemental essays, I realized how much more straightforward and organized Corin made applying to colleges. I could not recommend Corin enough. When my brother applied to college, I remember him and my mom sitting on the couch, spending hours writing essays, finding out when the deadli
We loved working with Ryan, he did a great job at guiding us through the whole application process. Live saver.
Corin was very helpful and kind. He answered all my questions and he definitely is the one you are looking for. I highly recommend him ! Thank you !
Corin has been very helpful and supportive through the whole application process. Definitely would recommend his services!!!
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.