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DulceVida Consults LLC

DulceVida Consults LLC

Reviews Summary

The reviews consistently highlight exceptional service, professionalism, and expertise. Customers praise prompt communication, thorough guidance, and invaluable support for taxes, LLC registration, and business management. Many appreciate the affordability, efficiency, and willingness to go above and beyond, making complex processes like QuickBooks or tax filing feel effortless. The overall sentiment is overwhelmingly positive, with repeated recommendations for business-related services. Satisfaction stems from clear explanations, quick responses, and a personalized approach that builds trust and long-term loyalty.

About This Listing

Bookkeeping
Business Consulting
Payroll
Tax Preparation
Sales Tax Compliance
Small Businesses
Startups
Individual Taxpayers
Remote Services
Bilingual 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
Business Consulting
Payroll
Tax Preparation
Sales Tax Compliance
Small Businesses
Startups
Individual Taxpayers
Remote Services
Bilingual Services

Contact Information

Address

1401 El Camino Ave #360

Sacramento, California 95815

Visit Website Call Now Get Directions

Customer Reviews

Diana made taxes so easy. She is super knowledgeable. She helped me understand QuickBooks, and answered every and any question I had. Thanks to her, I know how to run my business better. I definitely recommend her for help with your business taxes! Thank you so much for all you do!

Diana was extremely helpful through our whole process! We definitely recommend her for all services, she got us in for a consultation super fast & had great communication the whole time, quick response times for any addition questions we had after our in person appointment. We will definitely be returning. If you?re looking for someone who is willing to help you and share their knowledge Diana is the person for you!

I had the pleasure of working with Diana, she is truly wonderful. She's consistently available, promptly answering my questions and guiding me in the right direction. Her expertise and commitment have been invaluable, making her an indispensable asset to my business.

If you?re looking for someone that literally does it all?DIANA IS YOUR PERSON. A year ago I met with Diana for the first time for my regular annual tax appt but she did more than just that. After talking & letting her know about my small business, that same day she helped me open my first LLC. And now she?s my go to with everything small business! From financial questions to learning how to work with quickbooks to even any questions I have about growing my brand: her insight & expertise is unmatched. A lead

I was just referred and switched CPAs to Diana with DulceVida Consults LLC and could not be more confident in this decision. In our initial conversation with Diana, she was thorough on her expectations of the action items she needed from us up front and answered all our questions. (Also I want to note that she was accommodating to our after-hours schedule for this initial meeting ? Im a true believer in work/life boundaries and that she was taking from her family for our meeting ? this did not go unnotic

Just wanted to express how helpful and how knowledgeable she was. Her dedication was uncanny. She got us the best return we have ever gotten. I would highly recommend her for your tax needs especially if you have your own business.

Absolutely obsessed with Diana!! She is so quick, communicates well and goes over and beyond! I am so appreciative of her. Tax season doesn?t feel so scary anymore!

So glad I filed my taxes through Deanna this tax season; she was professional, extremely helpful and very knowledgeable. Definitely will be getting my taxes filed through her for all my tax seasons.

Diane is the best, #1 Tax Consultant. She gets the job done. Thank you for a great 2023 tax year.

I had a great experience working with Diana DulceVida Consults LLC. They were professional, knowledgeable, and attentive to all my needs. I highly recommend them for anyone looking for exceptional service and support.

DulceVida did a great job in help open my company, and I?m very glad I got their help, it made making my company so much easier, so thank you so much DulceVida I really appreciate it, I recommend this to anyone 100%

Diana is Very professional and she helped me throughout the whole process of my LLC registration.

Outstanding Service!! Highly Recommend!! Diana is Amazing, truly an Expert! Thank you!

DulceVida consults is epitome of professionalism, quality and efficiency. Examplery work! Highly recommended.

I highly recommend DulceVida Consults, the owner is very professional, honest, and efficient also the price is affordable

(Translated by Google) Excellent attention, and a very good service, very satisfied, thank you very much. ?? (Original) Una excelente atenci?n, y un muy buen servicio, muy satisfecha, muchas Gracias. ??

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.