*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.*
510 Oak St
Roseville, California 95678
We have used Tom as our tax consultant for over five years now and have had positive experiences with him. He works with us and reminds us of all out tax commitments through the year, while exploring ways to minimize our tax burden at year-end. He and his staff is responsive and are very good in returning our calls and helping us on our tax issues throughout the year. When the time come to file our taxes there is not too much surprise, because we have already been informed by Tom and his office what to expe
I own a Building Services Corporation, and Tom is my tax accountant and he and his staff also complete my monthly accounting and bookkeeping. Tom and his staff are very, very professional. They have provided excellent service, responding to my concerned calls and providing detailed and accurate financial reporting for my business, over the past 10 years. I appreciate all the work Tom and his staff has done for me to help me run a successful corporation, Tom for ever my accountant
My wife and me own a Dental Practice for 7+ years and we have been truly blessed to have Tom and his team helping us with our Tax Planning, Tax preparation and monthly bookkeeping. I meet with Tom mid year and end of the year for forecasting, this way there are no surprises!!! I always have a ballpark figure of what I will pay in taxes, never surprised with a bill. Also, he will make great suggestions for tax savings ! Thank you so much Tom and Team! Chris Cromeyer Cromeyer Dental Care.
Have used Tom and his team for the past 3 years. He has helped me file my taxes as well as navigate some difficult situations. I have no hesitations about recommending Tom to anyone needing CPA services
Mr. Carlson is a excellent tax consultant. He's been doing my tax returns for 10 years. Mr. Carlson always ensures that I'm well aware of my best possible options to receive income instead of owing money back to the Internal Revenue Service. His staff is very courteous and professional. I highly recommend Mr. Thomas Carlson, CPA. to do your tax returns.
I received a notice from the CFTB for a proposed assessment on a return that Tom had filed for my father after he passed away. I reached out to Tom's office for advice, and to figure out how/why this potential error was made. After leaving voice mails asking for updates, and several days of no response, I called again and finally spoke with someone. Believe it or not, the response I got was that they would not get to it until after tax season! I stated I needed attention now as interest would start being c
Will never use this place again. They took two weeks to prepare an easy tax return, after they had told me it would take two days. They used the wrong bank account number to submit my return. They lady I spoke to offered no apology for the mistakes they made, and our last conversation ended with her saying, " I guess you will have to fix it with your bank, good luck".
After doing our own taxes for 25 years, we finally hired a professional when we moved to CA. We have nothing but praise for CTC.
Tom and staff are very knowledgeable. Make sure you take the time to see them early and do some planning. Or just pay taxes, up to you. They will get you headed in the right direction.
been working with for a long time, always a pleasure to work with responds quickly, knows their stuff. they've been in business a LONG time.
CTC is a very professional office that is able to answer any question and provide service that saved us thousands of dollars on our taxes, year after year!!
Great company, very happy with 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.