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Embrace Wealth Management

Embrace Wealth Management

Reviews Summary

The reviews consistently highlight exceptional service, with frequent praise for the advisor's deep expertise, personalized approach, and genuine care for clients. Many note her ability to simplify complex financial concepts, provide tailored guidance, and foster trust through empathy and active listening. Clients appreciate her thoroughness, professionalism, and ability to align strategies with their goals, often describing the experience as transformative. The compassionate, non-judgmental support—especially for those new to financial planning—stands out, alongside her skill in retirement and investment planning. Overall, she is regarded as a knowledgeable, kind, and highly recommended advisor who goes beyond expectations.

About This Listing

Tax Preparation
Tax Planning
Financial Advisory
Estate and Trust Tax
High-net-worth Individuals
Individual Taxpayers
Technology
Remote Services
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

Tax Preparation
Tax Planning
Financial Advisory
Estate and Trust Tax
High-net-worth Individuals
Individual Taxpayers
Technology
Remote Services
Years of Practice
CPA License

Contact Information

Address

527 Flume St Unit 6

Chico, California 95928

Visit Website Call Now Get Directions

Hours

Sunday Closed
Monday 9AM-5PM
Tuesday 9AM-5PM
Wednesday 9AM-5PM
Thursday 9AM-5PM
Friday Closed
Saturday Closed

Customer Reviews

Wonderful experience with Kim at Embrace. Along with being very professional and knowledgeable, she is also very empathetic. Kim wants to get to know you and understand what's important to you before her team starts directing you. Meetings with Kim are friendly and informative and we are always invited to ask questions or dig deeper into the subject matter. Kim meets you exactly where you are at in your stage of life and planning, and tailors her services to your needs. I highly recommend Embrace Wealth Man

Embrace Wealth Management has been great in helping me stay the course in planning for everyday life and for the future for my retirement. I'm grateful for Kim's knowledge and guidance. -Stacey Baker

We both felt so much help from Kim Huber. She helped us with personal health issues & especially with a financial issues from the past. Beside helping us with our investment she is such a help personally. Excellent financial planner and looking out for our best. Thank you so much for being there for us & guiding our financial steps. Andrea & David Van Order

I can?t recommend Embrace Wealth Management highly enough. Their team was incredibly supportive and encouraging throughout my journey, especially as I navigated new financial territory after a recent divorce. I initially felt embarrassed about learning these things for the first time, but their compassionate approach made me feel so encouraged. Their expertise and understanding of financial nuances is outstanding! Overall the level of care and detail in the financial plan they put together for me blew me

Kim Huber is a true professional, caring and thorough Certified Financial Planner. She has provided guidance and personalized advice to us during our working years and she is by our side as we transition into our retirement phase. She keeps us focused on our goals and is an amazing listener, communicator and dear friend.

Kim is an incredibly kind and approachable person, overflowing with knowledge and information. Her humility and intelligence are truly remarkable?I can hardly believe such a remarkable individual lives in Chico! Kim offers invaluable encouragement and provides sound advice along with excellent resources. I 100% recommend using her services. She is genuine and truly cares about her clients, and prospective students interested in this career path. She's kickass! I 100% recommend her.

Kim is a dear colleague and friend - always gracious with her time and wisdom. Her clients are lucky to have her!

Kim did an excellent job explaining the market situation and our options. It was a pleasant and enlightening experience, my wife and I are quite pleased

Kim has been helping us plan for retirement. She is in tune with our wants and our needs. She gets our family dynamics? Kim is thorough and detailed. We are honored to have her on our TEAM!

Had a nice phone call with Kim today. She didn't try to get me to schedule a meeting with her or to invest in anything. In fact, we barely talked about money at all. She directed me to resources that would fit my lifestyle & situation the best, and then we talked about normal things that normal people talk about. It shows that she truly cares about helping people thrive and improve, and is not just 'in it for the money'. If i was in the position to utilize her services, I would.

KIM, thank for the very in-depth analysis of our portfolio.as always you gave us some excellent advise on how we can improve.

I made an appointment with Kim to get some insight on considering a career in financial advising. I immediately noticed her passion which drew me in and she was so engaging. She was delightful to talk with and I will definitely turn to her for advice in the future.

Kim is amazing! Incredible at listening to my needs. I am so glad that she chose this profession because I believe she?ll help a lot of people such as myself.

Kim Huber is the owner and our financial planner of Embrace Wealth Management. She is the best!!! Kim really cares about her clients. She is smart, level headed, understanding and sometimes realizes what you need before you do.

The update meeting are always informative and confirms our mission. Helps us to keep on track. Very helpful with income and tax tips.

Kim is very knowledgeable in all subjects relating to finance. She is an excellent teacher and outstanding communicator!

Kim is very thorough and knowledgeable when helping us with our financial planning.

I highly recommend Embrace Wealth Management To anyone seeking professional, knowledgeable, and compassionate financial guidance. Working with them has made me feel comfortable and confident in all my financial decisions.Reflecting on our journey together, I realize that I wouldn?t be in the strong financial position I am today without their expertise.Plus, I?ve gained a great friend along the way.

Kim is so well informed, skilled, kind and encouraging. She helps us navigate complex issues, for which we are grateful.

I?m very confident with how Embrace Wealth Management always does their best to communicate how to grow my investment.

Helpful and shared good information. Very knowledgeable

I have known and trust Kim for over 25 years. She is an amazing financial advisor and the only person I trust for my financial future.

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.