*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.*
9401 E Stockton Blvd #145
Elk Grove, California 95624
Chris Thomas was both enjoyable and informative. His suggestions on how to improve our nonprofit accounting system were very insightful. He is professional, knowledgeable, and patient. I appreciated how much he cared about our success and I look forward to working with him. I highly recommend Dynamais.
Dynamais is the best company we have ever used. I have been using this firm for years and always appreciated their help. As a small business owner Chris has been great in helping us sort out how things work almost makes accounting and taxes "fun and enjoyable". He's got an enthusiastic attitude, is personable and passionate about accounting. His fiscal knowledge is up to date and current and he is one step ahead of the game. I am very grateful for their service and highly suggest them to anyone, but especi
Chris at Dynamais did our bookkeeping and taxes for my companies for over 8 years. He was always honest, dependable and professional. He always treated my businesses like his own which gave me confidence knowing he had our best interest in mind.
Chris was highly recommended!! We don't regret one moment or dollar spent!!! Extremely knowledgeable, helpful and makes book keeping not such a chore!!! As a new business owner every dollar counts in so many ways! Chris truly cares about educating you and making you feel comfortable! He has a passion for snack business success and we couldn't recommend him more!!!!!
This company is the BEST!! I am transitioning my ministry and I needed a Financial statement for the last three years, and a balance sheet. My need came at the worst time, the beginning of tax season. I had called several accounting/bookkeeping companies, but none were willing to take on my little job. I was quite discouraged but I pressed on and called DYNAMAIS. Even though Chris was leaving the office, he was willing to talk to me to find out what it was that I needed. We set an appointment for a few
The five stars is well deserved as Chris Thomas was extremely knowledgeable of our issues and understood our business needs. Services provided were prompt and better than expected. We will always use Dynamais for our accounting solutions.
Dynamais has been a Full-Service, Worry-Free Management Accounting Firm at XHope Missions for over 10 years! They help our Nonprofit increase productivity through automation & workflows. The Audit & Assurance Dynamais brings to our financials has made it simple for us to do accounting the right way. Thanks Dynamais!
If you need an accounting that provide excellent services, Chris is the guy that you need to talk to. He is not only helping us with tax, he gives us business advise base on the number and statistic of your business. Great guy, Highly recommended. Martin Vo
He is a great teacher. He is patient and explains things so that I understand them and if I don't get it he works hard to find a way so that I do. It is not just boring numbers but graphs and charts that makes sense and actually helps me make important decisions about my business each month. I don't know where I would be down the road without his services.
I came to Chris at the last minute with my taxes and was expecting a miracle. He gave me just that. He not only did my taxes very quickly but he gave us unexpected news that we were actually getting a refund too. Thank you for awesome service.
I can?t say enough about Dynamais. Chris is helpful and knowledgeable. He takes his time to explain things. He?s reliable and easily accessible. Couldn?t have asked for more!
Chris was extremely helpful with answering my questions and working through accounting tasks that were well over my head.
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.