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Catherine Heath - Private Wealth Advisor, Ameriprise Financial Services, LLC

Catherine Heath - Private Wealth Advisor, Ameriprise Financial Services, LLC

Reviews Summary

The reviews consistently praise the financial advisor for her exceptional expertise, personalized approach, and compassionate service. Clients highlight her ability to simplify complex financial concepts, provide clear guidance, and tailor plans to individual needs. Many appreciate her long-term commitment, trustworthiness, and dedication to their financial well-being. Her down-to-earth, patient demeanor and comprehensive support—covering retirement, investments, taxes, and estate planning—earn unanimous high recommendations. Clients feel empowered, secure, and valued under her care.

About This Listing

Business Consulting
Financial Statements
CFO Services
Tax Preparation
Tax Planning
Financial Advisory
Estate and Trust Tax
High-net-worth Individuals
Risk Management
Multi-state Experience
CPA License

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

Business Consulting
Financial Statements
CFO Services
Tax Preparation
Tax Planning
Financial Advisory
Estate and Trust Tax
High-net-worth Individuals
Risk Management
Multi-state Experience
CPA License

Contact Information

Address

1130 Iron Point Rd #150

Folsom, California 95630

Visit Website Call Now Get Directions

Hours

Sunday Closed
Monday 8AM-5PM
Tuesday 8AM-4PM
Wednesday 8AM-4PM
Thursday 8AM-4PM
Friday 8AM-1:30PM
Saturday Closed

Customer Reviews

I have had the privilege of working with Catherine Heath for my financial planning needs this year, and I must say that the experience has been nothing short of exceptional. From the very beginning, Catherine demonstrated a genuine interest in understanding my unique financial behavior and goals. Her personalized approach and attention to detail have been instrumental in empowering me to take control of my financial future. One of the things that sets Catherine apart is her ability to explain complex finan

Catherine has been my financial advisor for years and I'm so grateful for her! Not only is she very knowledgeable about wealth planning but she is very compassionate. She explains the best options available, and gives me a clear understanding of where my money is being invested. We meet annually and Catherine also cares about how I'm doing personally in life. Catherine is a rare gem!

Catherine Heath has been my advisor for years. She brings a breadth of knowledge and experience that helps me understand my financial situation and how to plan for the future. With Catherine's help I feel very secure in having a comprehensive approach to my current finances and that I have prepared appropriately for taxes, long term care, estate planning, retirement accounts and more. She makes sure that I understand the impacts of decisions and changes in the marketplace. Catherine is someone I trust and c

Cathy is extremely knowledgeable, caring, kind & reassuring. I?ve known her for over 30 years and wouldn?t trust anyone else with my finances. I know she has my best interest at heart, as she does for all of her clients. Cathy truly cares and puts in 110% of her heart and soul in order to make sure her clients are in a good position. I am going through a divorce and was so anxious about my finances and my future, but Cathy put me at ease and set me up with a solid plan. She is empowering and a super star! ?

If you are looking for someone to help you navigate your future retirement and investments, Catherine is the person I can recommend whole heartedly! She speaks finance for the common person to understand. She is comfortable to talk to and listens and helps you define your needs and wants. Simply the best.

Catherine Dudley is a full service Financial Planner. What I like most about her is that she is also a business owner, and understands the financial/retirement concerns of individuals who are business owners. Whether retirement is years away or coming up soon, she can help navigate through the many issues that arise. Furthermore, she is very down to earth and personable. I give her my highest recommendation!

Catherine Dudley is a very experienced, certified Financial Planner. In addition she is very caring about her clients situations and wants the best for them by helping them to meet their life financial goals and objectives. I highly recommend her!

We've used Catherine's expertise for several years. She's always available and patient with our questions. We highly recocomend!

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.