*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.*
1540 River Park Dr # 110
Sacramento, California 95815
We had a great experience working Edward, he was professional, helpful, and took the time to explain everything in a way that was easy to understand. He provided valuable tax tips for the future, which we truly appreciate. His knowledge and attention to detail made the entire process smooth and stress-free. We also love that he's bilingual! We're so grateful for his services and believe we've finally found our go-to tax professional. Highly recommend!
Edward did an outstanding job with our small business taxes! For the past few years, we had been struggling to manage our expenses and simplify tax season, but things only seemed to get more complicated. Working with Edward was a breath of fresh air. He took the time to explain everything clearly and made the entire process feel manageable. I finally feel confident and relieved knowing we've found someone we can trust- y habla espa?ol! Highly recommend!
Edward and his assistant were both super responsive, professional, and helpful with answering all my questions. He made recommendations based on my particular set of circumstances and was really fair with his pricing. I greatly appreciated how much of a straight shooter he is and how he'd err on the side of giving me more information than less, making things really easy for me to understand. He was thorough in his work and very methodical on walking me through everything he was submitting with my return. L
I've been working with Edward for my taxes, and I couldn't be more satisfied. He's professional, knowledgeable, and takes the time to explain everything clearly. Whether it's personal or business-related, he makes the entire process smooth and stress-free. If you're looking for someone trustworthy and efficient in Sacramento, Edward is your guy!
I cannot stress enough how professional and personable Edward has been in the many years that he has worked on mine and my husband?s taxes. He is extremely experienced and always has an endless amount of patience for all of our questions. Even in the years that we thought we would have a negative outcome due to job losses, Edward has always found a way to get the most out of our tax returns. He offers in person and virtual appointments to accommodate all of his clients. When working with Edward, you always
10 stars if I could! Awesome guy, great attitude, no run around at all!! Very straightforward. I was looking to get my business taxes filed and found Ed?s Book keeping & taxes from google, gave the guy a call and set up an appointment, during the first appointment he was very transparent about everything I needed to know as an owner operator, was even able to go through my bank statements to clarify all possible deductions (at a super decent price compared to most might I add) I will definitely only deal wi
I had a great experience working with Edsbookkeeping & Taxes. He was very knowledgeable and took the time to explain all my options, ensuring I understood everything clearly. He was ready to answer any questions and concerns I had. I highly recommend him to anyone looking for expert tax help. He's also bilingual with Spanish so that's A plus :)
Me and my husband were very happy with our experience at Edsbookkeeping & taxes. He was very knowledgeable and finished our taxes fast. He also gave us very good advice as to how to set up our taxes in the future to better suit our needs. I will definitely be recommending him to our friends and family.
Just had Edward do my personal and business taxes today and it went smooth as could be. He was very knowledgeable and was able to answer all my questions about the tax implications of expanding my business next year. Would definitely recommend!
Highly recommend Edward at Edsbookking & Taxes for his knowledge, patience, and professionalism. As a bilingual client, I appreciate that he speaks to me in my preferred language (Spanish), and answers any questions I have, from the simplest concern to my more complex questions. Always a great experience here!
Edward was really humble and professional. Answered all of my questions to complete satisfaction. I am glad I found a reliable firm for all of my tax concerns. Highly recommended !
I've never had to go to anyone to do my taxes. I've always done them on TurboTax, but after doing them on my own, I was very confused as to why I still owed. Edward helped me understand why and when it all happened plus where I entered information wrong with also giving me advice to move forward. Although I'm not happy with still having to still owe, I'm very happy with the knowledge I have now and know where I messed up on forms. I highly recommend Edward if you're confused too.
Had a great experience filing my taxes this year thanks to Edsbookkeeping & Taxes. He made everything easy and communicated very well. Will continue to use his services moving forward!
More than words! Edward provided the best tax service I have ever experienced. Professional, Knowledgeable and Timely. This is the example of how tax services need to be done. I'll be back year after year. Thank you Edward.
Ed was a really big help I used to not like doing my taxes because I never knew what was going on. But now it's different with Ed because he explains what needs to be explained and tells you how it's gonna be not what it could be very straightforward to the point. Highly recommend
Ed provided me with great customer service and expertise!! He was very professional and was able to work with my schdule. I recommend him for your tax services.
I am thrilled to share my experience with Edward at Edsbookkeeping and Taxes. From day one, he has consistently exceeded my expectations. He is not only incredibly knowledgeable but also truly dedicated to ensuring my financial records are accurate and up to date. What I appreciate most is his attention to detail and ability to explain complex accounting concepts in a way that makes sense to me. Edward has streamlined my bookkeeping processes, saving me time and stress. Communication is always prompt and
I cannot say enough good things about my accountant, Edward Rugerio. He is incredibly knowledgeable, thorough in every detail, and always available when I need him. It's clear, Mr. Rugerio is constantly looking out for my best interest. I highly recommend his services!
Very friendly and professional I've done my taxes with Ed for two years and he's always been very helpful and answered any questions I had definitely recommend him!
I have had the pleasure of working with Ed's Bookkeeping for two years now. Very professional & gets the job done in a timely manner. Amu questions or concerns are always addressed.
Ed is a great tax guy! He's very helpful and informative when it comes to any questions I have about my return. He's an ok soccer player too!
Was recommended by my sister. Ed is very open to answering questions and was willing to help. Highly recommend if you're looking for a tax person in the Sacramento area.
I'm genuinely thrilled with the service this company provides for my taxes. They have been incredibly helpful, always going above and beyond to support me in every way possible. They're consistently one step ahead, actively looking for ways to make things easier and more efficient for me. They're attentive, proactive, and always have my best interests at heart, ensuring that my tax process is smooth and stress-free. I truly can't recommend them enough?this is the kind of reliable, customer-focused service t
First time coming in, needed help filling out a W-9 form and Edward was able to help me out. I also appreciated that he took the time to explain to me the form and other questions I had :)
Promptly assisted me with sending in paperwork to Franchise Tab Board so that I could get a refund on my incorrectly done taxes. Thanks Edward. It was a pleasure to deal with you. A+++ Service
Filing taxes with Edward is super quick and easy. Edward has a bilingual and bicultural capacity. Thank you!
We had a great experience with Edward and the bookkeeping services provided by them. Ed completed our tax returns with zero hassle and informed us of all the tax incentives available. We highly recommend Eds' bookkeeping services.
Edward helped my wife and I with questions about our small buissness and tax returns. We are looking forward to contiune working with him.
Edward is the man. He was very helpful and informative when answering my questions. Broke it down for me to understand and I just got to say Thank you !!!
Best tax service in all Sacramento CA i highly recommended best prices ,best service help out the latino community they speak Spanish and English wich is a big plus in our latin community i highly recommended
Great vibes and felt like home! Edward is very helpful and friendly! Looking forward to our next meeting!
Eddie went over all our questions and was really helpful. My wife and I will be using him again in the future.
I have a small business that i been all over with my tax dues and sales tax and Eds Bookkeeping and Taxes has made it so much easier to work now I have time for my business and actually focus on growing my sales and expand my clients and have Edward take care of my books, if you are looking for someone to take care of your books definitely give them a chance you wont regret it
Great service! Edward was able to reach out to me in a moments notice and took care of all my worries during tax season! Would recommend to anyone!
I was provided with the best of service and attention, he was very thorough with his work and I left looking forward to the next visit.
Edward was so helpful in filing my taxes. He is thorough and explains everything clearly. I recommend him to everyone I know.
Amazing services!! i always recommend Edward to all my friends and family.
The best!! Very knowledgeable and experienced. Been filing with for 3 years +
Best tax service I've ever received, knowledgeable kind and thorough!
Answered all my questions. Definitely somebody u can trust to help and answer all your questions.
Edward exceeds expectations, goes above and beyond, very attentive, knowledgeable and willing to access and answer any questions! Highly recommended
Ed was great and knowledgeable about my taxes.
Super helpful and efficient timing wise, will be returning every year!
Knowledgeable, informative, fast and friendly! I definitely recommend Ed?s services.
Great service. Available for questions. Helped me figure out the computer portion and process for taxes.
Very professional and friendly. Definitely recommend!
Easily located office , plenty of parking, great vibes and excellent customer service.
Professional. Helpful. Efficient. Dependable. Stress-Free process.
Best help and bilingual
(Translated by Google) If you think you know how to do your own taxes, think again, I did my own taxes and I had to pay or I received very little, I decided to give Edward the opportunity and he explained to me why my results were so low and because I had to pay on other occasions, I was not making my deductions correctly, thanks to his experience with 1099 and forms of my employment he resolved many doubts and I think it would be better to return to having an expert complete my taxes every year, thank you
(Translated by Google) Highly recommended, first time I do my taxes here and it clarified many doubts and a very good explanation and excellent kindness (Original) Muy recomendado primera vez que hago mis impuestos aqui y me aclaro muchas dudas y una explicacion muy buena y excelente amabilidad
(Translated by Google) Excellent service all in confidence (Original) Excelente servicio todo en confianza
(Translated by Google) Excellent work!! Thank you (Original) Excelente trabajo !! Gracias
(Translated by Google) Excellent (Original) Excelente
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.