*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.*
1783 Tribute Rd D
Sacramento, California 95815
I was in search of a financial advisor and when my friend informed me that she and her husband AS WELL AS her own father hired Dominick Anton, I was certain that I would be working with someone I can trust, who works hard, is intelligent, and can listen. All of my assumptions have proven true and MORE. I sleep better at night knowing that something as important as my financial future is in his hands. We partner well, he makes time to plan and listen. I am so grateful!
Dominick has made me feel hopeful about my retirement. He takes the time to meet with my husband and I, and really dive into our questions. For the first time in a long time, I feel truly heard when it comes to financial advice. Not only do I feel like I am entrusting my financial future to a good person, I see the difference in my accounts. I am experiencing real financial growth that I did not with past advisors. Thank you Dom!
Dominick and I share a few mutual clients. He does the retirement planning for their staff, and I do the bookkeeping. It is very rare to find an individual who takes the care and time he does with not just the business owners, but the individual staff as well. He finds the solutions that work for everyone. Remember, if you have more than 5 employees in the state of California, you MUST offer a retirement savings plan! Call Dominick, he will take care of you. (And yes, he handles my personal retirement acco
Dominick is an amazing financial advisor! He is very knowledgeable and aims to ensure I understand what is going on with my assets. He maintains his professionalism while being very personable - he cares about his clients! He is extremely organized and has great communication - overall very on top of it and gets things done in a timely manner! He is a great resource for all things finances.
Dominick has been a fantastic financial advisor to work with the past few years! He is very knowledgeable and helps us navigate our personal financial planning as well as thoughtful and considerate about our family life. He is easy to talk to, gives great advice, and supports our faith values which is a wonderful combination. Highly recommend reaching out to him if you are in need to financial guidance!
Dominick is an excellent financial advisor. He makes sure that we understand exactly what we?re talking about. He is thorough, careful, and an excellent communicator. he is very knowledgeable, patient, and willing to take the time to accommodate us. We feel very secure in our financial arrangements now that he is helping us.
Dominick is hands down the best financial advisor I've ever worked with! What sets him apart is his genuine care and understanding. He creates a judgment-free zone where you can talk openly about your finances without feeling embarrassed or intimidated. Dominick is kind and patient, making every meeting feel like a conversation with a trusted friend! But don't mistake his friendliness for lack of expertise! Dominick is incredibly knowledgeable and skilled at what he does! He's not just about numbers; he's
I cannot recommend Dominick more highly. He is kind, patient, and incredibly knowledgeable about what he does. Most importantly, he cares about his clients and their values and helps them profoundly connect those values to their financial planning. He made me feel comfortable being honest about where I was and where I wanted to be. I am grateful to have been referred to Dominick and know that my family will benefit from his sage guidance for years. Thank you, Dominick!
My experience working with Dominick has been very positive. I appreciate his knowledge and experience in guiding me over the last five years. I would highly recommend him. He is friendly and easy to work with and very conscientious and I always valued that.
After retiring from my career, I needed assistance with financial planning. Dominick Anton was recommended to me and I couldn?t be more satisfied. Not only did he provide me with a comprehensive long-term plan, he explained it in a novice-friendly manner. Dominick is very professional yet personable and patient with all my questions. I trust him 100% in providing me with current and sound management of my portfolio.
Dominick is THE BEST!!! Due to my profession, I interact with a lot of financial advisors. Dominick is different. He truly cares about you, your family, your vision and goals, while others just care about selling you on products and other services. He is a genuinely great guy, and the financial stress level of my wife and I has plummeted since we started working with him. I recommend him to all our family and friends. Thanks Dominick!!!
I've had a great experience with Dominick as my financial advisor. He has given a structure to and strategy for my resources and money that I've simply never had before. I've never felt with Dominick that he was giving me a prepackaged deal; he's spent a lot of time talking to me, understanding my values and goals, and giving me an individualized plan based on my wants and needs. I've also used him as a sounding board for many of my decisions, from investments to purchasing a home and more, and his insight
Dominick has done an incredible job over the year that he has been handling our finances. He invested time in getting to understand my wife?s and my desires, and he put great effort into detailing a plan to achieve our near and long-term goals. We were lucky to have Dominick help us navigate 2020?s volatile market and advise on financial decisions surrounding major life changes, including a cross-country move, the purchase of our second property and occupational changes. Our confidence in and the size of ou
Dominick has been our advisor since January, 2021. Our first impressions were very favorable. He was attentive to our investment insecurities as well as our goals and designed a strategy to satisfy our needs. His written and verbal communication has been exceptional in terms of details and frequency. He quickly responds to questions with supportive data as well as discussion and is flexible in modifying strategy. Dominick has provided solid five star service in the management of our portfolio.
My husband and I started working with Dominick in 2019, when he was with another firm. When he transitioned to Twin Rivers just a couple of months later, we followed him without hesitation. The trust and relationship we built with Dominick in such a short time was too good to let go! We have been so impressed with how secure our financial situation has become since working with Dominick. He is incredibly knowledgeable about everything from paying down our debt, opportunities to make our money work for us, a
Dominick is a thoughtful advisor - he listens carefully, offers sound advice, has a sense of humor, and otherwise clearly cares about his clients. It has been a pleasure to work with him, and I am confident he is doing what is in the best interests of my family.
I have been working with Dominick for nearly a year. In such a time frame I with his guidance be able to stop the burning of resources and grab at opportunities that were staring me in the face. I have made tremendous progress with him and I still chose to work with him. Dominick is professional in the sense that he doesn't hassle you with unnecessary notifications, takes into consideration your individual financial status and then work with you from there. I can highly endorse Dominick's merits and strong
Short version: the best decision for my family; we highly recommend Dominick. Long version: Dominick has been the best Financial Advisor we have ever worked with. We had previously worked with big institutions, had difficulty getting in touch with our advisors, and always wondered where our money was going. Dominick has been the opposite; he has made it a point to hear our personal goals and he has been ready and willing to help us make them possible. He has helped us to navigate the volatility of the inve
I've been a client of Dominick's for six years now. As a millennial fresh out of college, I was adamant about getting financially stable as quickly as I could, but had no idea how to actually accomplish that. I had zero financial education. From the first meeting, it was easy to see that Dominick is very passionate about helping people, and was very enthusiastic about helping me reach my goals - both financial and personal. My goal was to relocate to Los Angeles comfortably - with no debt and a separate s
Dominick is the most professional and competent financial advisor I?ve worked with. He focuses on what?s best for his clients and focuses on what?s in your best interest. His knowledge and ability to guide you through your investing process will put your mind to rest. I refer Dominick to everyone I know!
Dominick has been instrumental in my financial security and stability. He?s helped me navigate career changes, insurance needs, tax planning and strategies, as well as investment planning and opportunities. Having a financial coach like Dominick gives me confidence I can reach my goals of providing for my family, retiring timely, and have financial stability in times where so many things are uncertain. Thanks Dominick!
Truly grateful to be entrusting our financial investments with Dominick! As a financial advisor, he has proven and shown how adaptable and keen his judgements are especially navigating during the 2020 market obstacles. As a person, he is a family man who knows how to lead and if you're considering taking him on as your financial advisor, don't hesitate! His meetings are always enjoyable and he truly cares for the goals of his clients and will assist in a professional and organized manner to achieve them!
Dominick Anton has been my Financial Advisor for almost 4 years now and I?m so grateful to work with him. He?s helped me in so many areas of my life. He?s been a coach in helping negotiate a new salary with my employer. He?s helped me model out different purchasing options for a home buying decision. He?s been phenomenal in coaching me through my career aspirations. We?ve accomplished so much in the time we?ve been working together and I look forward to what my financial future will look like with him by m
Dominick went above and beyond after we were referred to him. He really cares about his clients and the work he does with them. He is extremely knowledgable and I learned from him even on our very first call. Would recommend talking with him if you're even considering him as a financial advisor.
Working with Dominick has been a pleasant experience. He?s very responsive and adding great values to our investing portfolio. He?s guided us to diversity our portfolio and making smarter financial decisions. Highly recommended.
Dominick is someone I would highly recommend, even if all you are looking for is a consultation on any kind of financial matter. Apart from being a man full of integrity he is also very trustworthy, well educated, very professional, and is always willing to go the extra mile for his clients, even if it is not directly related to finance. For example, I was trying to find a good, yet not ridiculously expensive attorney to help me with a contract, I mentioned it and Dom hooked me up with a person who was perf
Dominick is a wealth of knowledge (pun intended). His help with organizing and planning our finances went beyond any expectation going in. Not only did we immediately see significant improvement in our overall finances, he helped make sure our family is on the same page with our goals. We rest so much easier now knowing that we have a plan for retirement and our kid's college savings. It's also great knowing you got a guy in your corner to help with big financial decisions. Plus he's always coming up wi
It is such a pleasure to work with Dominick! He has helped my husband and I establish a solid foundation for our financial future and I know that as we build on our foundation we can use Dominick as a sounding board. He makes us feel as though we are one of only a handful of clients and takes the time to fully understand our goals and priorities.
Dominick is fantastic. He has been invaluable in helping me establish short and long term financial goals as a young professional. He takes into account my personal goals and values and thoroughly answers all questions. Having his input and support gives me peace of mind regarding my personal finances.
Dominick has been an amazing financial advisor for me and partner. I'm basically clueless when it comes to anything financial and he breaks it down in ways that help me really "get it". He started as our advisor in 2019 and got us started with an investment portfolio that made sense for us. In addition, he has given us advised regarding managing my student loan, navigating a home purchase, consolidating retirement accounts, evaluating all of our insurance plans for gaps and getting on on the same page regar
I highly recommend Dominick for his personalized service and genuine care he shows to all of his clients! He ensures all the details are looked over and customizes your financial plan to best suit your needs, goals and values! A rarity amongst the financial field. A true professional with the highest integrity and a most trustworthy advisor. I would give more than 5 stars if I could!
Dominick is the best. Professional, driven, and super personable, I cannot recommend his services enough. When a previous employer caused a tax error that would have cost me thousands of dollars, Dom went way above and beyond to get it fixed. He's helped me save for emergencies and long term goals, invest in a socially conscious manner, understand the jargon, handle advance care planning, manage and pay back student loans, create a charitable gifting policy, take advantage of my benefits package, and make f
Dominick Anton has the required education, certifications, and experience to guide his clients with their financial goals. He is a dedicated family man, who is deeply rooted in faith.
We?ve worked with Dominick for years and have set and achieved many financial goals! He is knowledgeable, collaborative, and insightful. He provides a high quality, personalized service. Highly recommend. 10/10
I was referred to Dominick 6 years ago and he has taken excellent care of my portfolio and always keeps me updated on any changes and I trust him completed with my finances and investments 100%.
Professional, experienced, dependable, cares about me and my family, win-win relationship. I cannot recommend Dominic enough.
Dom is the best! I can't tell my friends about him enough. He's taken me from zero to hero with his money wisdom. Seriously, only regret I have is not working with Dom sooner.
Dominick has been a trusted and excellent advisor who I would highly recommend!
Dominick is incredibly knowledgeable, personable, and professional. I have recommended him to all my friends and coworkers.
Dominick has helped me make so much better financial decisions that are freeing up cash flow and getting me in shape to retire earlier than I imagined would ever be possible.
Well-organized, great follow through. Happy to have him guiding my financial investments!
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.