*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.*
1734-1736 Professional Dr
Sacramento, California 95825
Knowledgeable and Honest"" ? I've tried other services before, but this one really stood out. The counselors are honest, direct, and helped me create an actionable plan
This service really helped me get back on track. The counselors were knowledgeable and never pushed me to do anything I wasn't comfortable with. It felt like a partnership.
Thanks to Credit Counseling Service, I feel more in control of my finances. They helped me with debt reduction and gave me excellent tips for managing my money.
The workshops and financial literacy resources they offer are worth their weight in gold.
I never felt pressured to sign up. They just gave me the facts and let me make the decision.
I was nervous at first, but they were so welcoming and helpful. The best decision I've made this year.
Credit counseling gave me back control. I no longer feel overwhelmed every time a bill arrives.
From my first call, I knew I was in good hands. They're friendly, professional, and truly care about your outcome.
Credit Counseling Services helped me create a debt repayment plan that works. They are true professionals and their advice was invaluable.
I highly recommend them to anyone who feels lost in debt. Their compassionate approach and expertise made all the difference.
They helped me stop the late fees, eliminate interest, and get my financial life in order. A++ service!
Best decision I ever made. Their program was easy to follow and very effective.
A friend recommended them and I'm so glad they did. I'm finally on track financially.
I can't recommend Credit Counseling Services enough. They helped me take control of my finances and gave me the tools I needed to succeed.
It didn't feel like a cookie-cutter solution. They tailored the plan to my exact situation.
They provided realistic goals that I could actually achieve. Now I'm finally building savings!
A professional, no-judgment service that helped me get out of credit card debt. So thankful for their help.
Helped me pay off five credit cards. I thought I'd be in debt forever, but not anymore.
The service from Credit Professional Services in fixing my credit scores fast was exceptional. Their prompt action and thorough work resulted in a substantial boost to my credit rating.
Credit Professional Services provides top-notch credit repair services that are worth every penny. Their team's expertise and attention to detail are unmatched. They not only helped me raise my credit score but also educated me on best practices for maintaining good credit. Their guidance empowered me to take control of my financial future. If you're looking for reliable credit professionals, I highly recommend Credit Professional Services.
This service was a game-changer. I'm finally managing my money well again.
Credit Professional Services exceeded my expectations in every way. They were proactive in their approach, constantly monitoring my credit profile and providing regular updates. Their attention to detail and personalized strategies ensured a steady improvement in my credit score.
Not perfect, but definitely helpful.
a bunch of con artists who will keep trying to charge you for an account that is already fully paid off
Their step-by-step plan made me feel in control again. No more anxiety every time I checked my bank account.
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.