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Cove Professional Services

Cove Professional Services

Reviews Summary

The consensus highlights exceptional professionalism, expertise, and reliability in accounting, tax preparation, and business services. Clients consistently praise the proactive, responsive, and knowledgeable approach, with many noting relief from stressful financial situations. The team is commended for thoroughness, clarity in explaining processes, and personalized care, making complex matters manageable. Trustworthiness, efficiency, and a client-focused attitude are recurring themes, with strong recommendations for small businesses and individuals alike. Services extend beyond accounting to include HR, payroll, and notary support, all delivered with courtesy and precision.

About This Listing

Bookkeeping
Accounting
Business Consulting
Payroll
CFO Services
Tax Preparation
Budgeting
Financial Advisory
Virtual CFO
Outsourced Accounting
Small Businesses
Startups
Restaurants
Professional Services
QuickBooks
State-Specific Experience
Multi-state Experience
Remote Services

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
Payroll
CFO Services
Tax Preparation
Budgeting
Financial Advisory
Virtual CFO
Outsourced Accounting
Small Businesses
Startups
Restaurants
Professional Services
QuickBooks
State-Specific Experience
Multi-state Experience
Remote Services

Contact Information

Address

2723 Crow Canyon Rd Suite 209

San Ramon, California 94583

Visit Website Call Now Get Directions

Hours

Sunday Closed
Monday 8AM-5PM
Tuesday 8AM-5PM
Wednesday 8AM-5PM
Thursday 8AM-5PM
Friday 8AM-5PM
Saturday Closed

Customer Reviews

I would highly recommend Joseph at Cove to any small businesses out there looking for a trusted accountant. I have valued the ease of working with Joseph for several years now & the service he provides is nothing short of amazing! He's knowledgeable, proactive, responsive, professional and committed. I feel extremely confident that Joseph is managing my financial matters with the utmost care and level of expertise in order to make my small business successful. I value customer service and tend to only leave

I worked with Joseph Rodrigues/Cove Professional Services on my 2021 tax returns thus far, and he is a phenomenal accountant! Joseph came highly recommended by my brother and exceeded all my expectations. He is professional, knowledgeable, timely, and responsive. He is personable, helpful, kind, and patient. He guided me through the steps and took the time to help me understand the process. He helped make everything easier for me. I highly recommend Joseph as your accountant!

I own an HVAC business in Dublin, JM Heating and Air Conditioning. Cove has managed my accounting books for 2+ years now. They've helped get me caught up with my back taxes, cleaned up my books, setup payroll for my employees, implemented HR policies, procedures, and health benefits for my team. I've come to rely on Joseph and his team for all my business matters. Joseph is trustworthy and I highly recommend Cove. I would be more than happy to be a reference, if ever needed.

Joseph is the man. Super organized, very knowledgeable and easy to work with. I would recommend his services to anyone looking for a solid accountant. Joseph is super trustworthy and takes great care of our business? bookkeeping. Thank you Cove Professional Services and look forward to continue business with you guys.

Have you ever been in a financial situation involving prior years of unfiled tax returns, IRS tax levy?s and garnishment of wages orders, one that you could not see the end of; or so it seemed at the time? My husband and I have. It was the most stressful period of our life, that was until we hired Cove Professional Services. Joseph and Rafael helped us get caught up with our unfiled tax returns and resolved our issues with the IRS and the State. Their professionalism, knowledge and patience was impeccable.

Cove offers services that make our little company feel like a fortune 500 company. They know our account and are able to proactively guide us about current rules, regulations and taxes. Cove manages our Human Resources through bookkeeping and has been a huge asset for our company, enabling us to grow every year for eight years now.

I haven't filed my tax returns since 2015 and started receiving various notices from the IRS. Joseph helped to clean up my books. prepared my financial statements and filed the returns necessary to bring me and my business current with the IRS. Definitely recommend for anyone in a similar situation.

Joseph had great service! It was easy to schedule an appointment for my notary needs, and he was professional, friendly, and prompt in notarizing the document. I would definitely return for my notary needs.

Fist off let me say the staff at Cove are extremely awesome, I have dealt with different companies in the past and these guys are far out the best there is...My experience from the day we made first contact has been nothing but the best, The staff at Cove has always kept me updated and always explained everything in detail to include options. I will definitely be back next year. Thanks again Joey

Location is convenient on Crow Canyon Road across from Home Depot. Joseph is professional, courteous, and knowledgeable. Office space has peaceful scenery & vibe.

(Translated by Google) Joseph is so professional that he asked me questions for the first time that had never been asked when preparing my taxes. Thank you very much for helping us with our tax preparation and taking all the stress out of it. Google Translation. Joseph, is so professional that he asked me for the first time questions that I have never been asked when preparing my taxes. Thank you very much for helping us with our tax preparation and taking away all the stress that this entails. Google

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.