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Dynamic Office & Accounting Solutions

Dynamic Office & Accounting Solutions

Reviews Summary

Most reviews praise the team's professionalism, support, and dedication, highlighting excellent communication, personalized assistance, and positive experiences with job placements. Several mention feeling cared for and inspired by the staff's energy. However, a few negative reviews cite poor handling of job changes and lack of support in critical situations, with one calling it the "worst temp service." Overall, the majority reflect high satisfaction, emphasizing trust, friendship, and life-changing opportunities.

About This Listing

Business Consulting
Payroll
Financial Advisory
Small Businesses
Mid-size Businesses
Large Enterprises
Professional Services
QuickBooks
Paychex
GAAP Compliance
Years of Practice
CPA License

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

Business Consulting
Payroll
Financial Advisory
Small Businesses
Mid-size Businesses
Large Enterprises
Professional Services
QuickBooks
Paychex
GAAP Compliance
Years of Practice
CPA License

Contact Information

Address

390 Diablo Rd Suite 220

Danville, California 94526

Visit Website Call Now Get Directions

Hours

Sunday Closed
Monday 7:30AM-5PM
Tuesday 7:30AM-5PM
Wednesday 7:30AM-5PM
Thursday 7:30AM-5PM
Friday 7:30AM-5PM
Saturday Closed

Customer Reviews

I had an excellent experience with Dynamic Office & Accounting Solutions. The team is professional, knowledgeable, and truly goes above and beyond to support both candidates and clients. Sophia was especially helpful throughout the entire process?her support was outstanding and made everything so much easier. She was attentive, responsive, and clearly dedicated to ensuring a great fit for my needs. I highly recommend Dynamic for anyone looking for staffing solutions or career opportunities!

The people here are amazing! Brett is a "No-Nonsense, get stuff done" kind of guy who helped land me a position and helped me prepare for the interview and onboarding process, as well as assuring me I had the right skills for the job. Nikki went above and beyond helping me with all my questions regarding payroll and others. She was also very diligent in her double checking of my information and noticed errors that really saved my behind. I can't thank this team enough for their care, their knowledge, and th

Dynamic took care of me when I needed it most! Tiffany and her team are so, so great. Brett reached out to me on my search 10 months ago and opened the door for me to have an opportunity to work with Comcast. He kept great communication with me throughout the process and followed up with me to make sure I was having a positive experience. He was great in fitting me to my exact needs during my job search. Kelly was my go-to person in the accounting dept. and she is awesome at what she does! She's such a joy

Tiffany is the best. She is honest and inspiring. The whole team has become true friends that helped me earn employment. My resume looks much better! All in all, their energy and honesty in contagious. I feel like a much more qualified employee! Thanks Dynamic

I decided to leave my job at a grocery store, to find an office job instead. Unfortunately I decided to do this right before the pandemic hit, so I found myself scrambling to find that next job. After trying a couple places that weren't an ideal fit for me, I found Dynamic Office & Accounting Solutions from a post on Indeed.com! After I applied, they interviewed me remotely and we mutually decided this would be a perfect fit for me: a temp-to-hire job was the perfect solution to my dilemma! I am very happy

Every time I go into Dynamic, I am inspired by the energy and enthusiasm Tiffany and her staff have to help clients and candidates change their lives for the better! I called Tiffany for a job, and I ended up working for her and developing a very close working relationship with her and her staff, especially Brett and Topher. She has many opportunities available for the right people, has more contacts than anyone I know, and is a phenomenal model for women in business. I look forward to a long and lasting

He's very helpful in the beginning for me to get the job post. I got hired, sent document and all. I'm going to start Monday and and quit my job Friday. there were changes on the new job and it was extended indefinitely. i was asking for options did not give me any, and asked me to look for a job somewhere else. i ended up as jobless did not even care. i am so disappointed.

The absolute worse temp service I ever worked for... If I could give zero Star I would.

A real friendly environment

Excellent staff very professional. Enjoyed my experience working with Dynamic I highly recommend them.

It's like family so many good time

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.

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