*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.*
3903 Sebastopol Rd
Santa Rosa, California 95407
New to town, so I read some google reviews on tax preppers. Made an appointment with Norma at Central income tax. Google reviews worked. So did Norma she was very polite & professional. Thank you Norma & Central income tax
Norma, at Central Income Tax, completed my 2023 taxes without requiring my physical presence. I am OVERWHELMED by the care, efficiency, promptness, superior quality and overall experience of using this agency for the first time. Norma always returned calls the very same day. Clemente is very professional as the office manager and his friendly demeanor on the phone, made me very comfortable with choosing CIT. Today I received my taxes, as physical records, via messenger! They were electronically filed on Thu
Norma has been filing my parents and I tax return for several years. Witty, efficient, and wonderful!
I am a client of Central Income Tax for many years, and the tax professionals there are always ready to answer my tax questions. I very much recommend it.
Showed up for a set appointment 11am Tried to hand me off to a different tax attorney When I refused they offered another appointment at 1pm I'm not a local here drove 1 hour in traffic to show up and be laughed at and told I made the mistake Poor service Definitely not coming back here
They are very profesional, and very helpful. They always try to return the calls the same day. Good costumer services.
They took the time to explain to me the taxes and made me feel welcome. They are friendly people.
(Translated by Google) They really help me w/ my taxes and to get all the credits that I qualify. They are so kind and explain everything to me. They help me every year with my taxes, and also to obtain all the credits that I qualify for. They are friendly and explain everything to me very clearly. (Original) They really help me w/ my taxes and to get all the credits that I qualify. They are so kind and explain every to me. Ellas me ayudan cada a?o en mis taxes, y adem?s para obtener todos los creditos q
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.