*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.*
HHWG+J4, 1900 Point W Way #274
Sacramento, California 95815
180fusion has used Diversified Business Solutions services in the past and have currently experienced once again, EXCELLENT CUSTOMER CARE and EFFICIENCY. The staff truly is informed and can assist with all needs. DBS was more than professional in handling our Limited Liability Company's registration. Thank you! Thank you April and Sara for another painless experience! Your service IS truly priceless and we appreciate all you do!
April was great helping us determine what we needed and getting it done quickly, even pointing out where our documentation may run into potential approval issues and making submissions before submittall. I would highly recommend using their service and would use again for any business needs.
Sara made everything so easy. She delivered on what she promised and I couldn't be happier. Plus she did it at a reasonable price! I have already recommended her to my accountant and broker who both want to use her services as well.
Awesome! April was Creatively Tenacious in getting our listing through quickly with the California secretary of state (which is one of the more difficult states to deal with for any reason.) Very professional and worth every dime we spend. I will continue to come back to them.
I used Diversified Business Solutions to obtain necessary entity documentation from the California Secretary of State offices needed to close on two real estate transactions. They got me exactly what I needed, overnighted the original documents to the title company, sent me scanned copies of the documentation and were very prompt and professional through the entire process. I would definitely use their services again.
I had a great experience with this company. I needed an expedited LLC in 24 hours and they handled it flawlessly. So thankful they were there to help me because I live in Southern California and had no way to get it done without them!
Initially tried another service but seemed to get nowhere. Used April Scott at DBS to file some incorporation papers and it was a great experience. The actual project was done in a very expedited manner. But they also greatly helped me in the review and consultation process. Will definitely use them again. Edward Karstetter CEO, SAA International
Incredible service -- Sarah responds almost instantly, gives fair pricing and great communication. Had my LLC filed in 24 hours.
Tossed and turn all night long, worrying about documents we needed processed and delivered from the state capital to our office. OMG! DONE! with three days to spare. Sara you're just remarkable. We know where to go in the future.
Diversified Business Solutions was a great pleasure to work with. April was always very helpful and professional. I recommend any one starting an LLC to use this business.
A terrific organization to have as part of your team. Nicole was able to complete our assignment timely and efficiently and was a joy to work with. Thank you again Nicole.
Extremely professional and courteous. A pleasure to do business with April. She got the job done same day! What a relief! Thank you again!
Fantastic! They go the extra mile, and provide very expedient service. I've been recommending them to others and will continue to do so. Keep up the good work.
They did a great job were very fast and provided excellent service! Less than 24 Hours and it is all done!
They are truly awesome...caught something I didn't and made sure it was not an issue at the filing window...I won't use anyone else.
The ONLY company we turn to for quick and painless turn-around time. Thank you Sara and April!
Very quick and took care of our filing! Will use again!
Excellent service. Documents were deliver sooner than expected.
Extremely dependable every time!
wonderful to work with the stuff, extremely helpful and provide good assistance
Delivered everything as promised. Highly recommended.
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.