*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.*
500 Capitol Mall #2350
Sacramento, California 95814
Anxious about back taxes from years ago, this professional mapped a clear path toward resolution. Fees were reasonable and transparent. I finally sleep soundly knowing everything is settled.
Wonderful staff and great customer service and helpful every step of the way
Great customer services!! Will return. Thank you for helping us.
Incredible costumer service and very knowledgeable. Definitely would recommend.
Moved my friends to this location since is closer to them, they had a great experience just like me. Thanks !
Working with the tax law frim was invaluable for my business local expansion. Their expertise in navigating U.S. tax regulations ensured our compliance and optimized our financial stragety, making the process smooth and stressw-free. Highly recommend to family, friends and locals!
Great place, amazing people and overall excellent service. Thank you !
Really couldn't be any happy that I found you guys when u need you most. AMAZING SERVICE
Jose excellent with lifeline phones moto phones nice 5 stars down on Towne skidrow.
Pretty excellent staff, they greeted me with a warm welcoming just like in the other location I visited.
These guys are extremely professional and thorough. I will use their services in the future if I am in need of tax services again.
The service was great. Will be coming back next time.
Great service thank you will recommend
I usually do my own taxes but they helped me out with things I didn't know about before. Definitely great people!
Great service , positive attitude, and very professional.
Had awesome service at this location, looking forward to my great return.
Thank you for the reference great customer service and knowledge
I had a wonderful experience with Defense Tax Partners. Chris and his entire team helped solved my back tax issue. They filed my returns and saved me over $20,000. Highly recommend!
Awesome people and great customer service.
Had a great experience, quality customer service and easy process, highly recommend!
Great customer service thanks for recommending
This business has your best interests in mind. They give great advice and won't steer you wrong. Give them a try!!
Nice place great employees will be sure to return
Awesome professional service! Thank you!
Great experience with this tax firm. I will recommend them to my friends and family.
Sent my family member to this location of defense tax since I visited the one in Cali. She loved it, thanks!
California Tax Attorneys provided exceptional service in resolving my tax issues. Their expertise and dedication made the process stress-free and efficient.
These guys are awesome! Definitely will be recommending them!
Thank you for your service will be sure to return
Great recommendation will return thank you
Great service will return soon
Great location and customer service was very welcoming
I was completely impressed with their professionalism and customer service.
Thank you great customer service I will be returning
They are a stand up group and they'll take good care of you.
Great service and customer service
Professional service thank you for the referral
These People really wanna help find a solution. See for yourself what have you got lose
Excellent results in a short waiting time, thanks!
Thank you for the recommendation great service
Good professional service
My deepest thank you to this team for helping my grandma with her taxes and her IRS issue.
Great service thank you
Very professional and polite
They are really good at what they do.
Great customer service.
Nothing but the best, high quality service and individuals.
Best customer service
Thank you for your service
They helpefull, and kind
Nothing but the best, high quality service and individuals.
Outstanding tax attorneys and an impeccable team!
Thank you for your service
Nothing but the best, high quality service and individuals.
Professional service ,
Very responsive and professional. Explained everything in a way I could understand.
(Translated by Google) Thank you for your help (Original) Gracias por tu ayuda
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.