*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.*
1300 K St 2nd Flr
Modesto, California 95354
I'm in year 2 of a 5 year lease. The second month we were here, our filing room flooded. It continued to flood with each rain storm. The management was very slow to address the problem and we had to continually follow up with them to find out what was happening. While we waited, for over a year, we found black mold and continued to suffer the loss of the use of two office spaces (one that had to hold two room's worth of furnishings). because the room continued to flood and we had to transfer all our fil
The first class Team at Graceada Partners are an absolute pleasure to work with! A group of individuals who are knowledgeable, professional, and genuine great partners to work with on all assets. They are quick to respond to vendor and clients needs and go above and beyond daily.
Joe, Ryan, Jim and the entire Graceada team run a first-class operation from the top down. I have been privileged to work with Graceada on both sides of a transaction and they have handled themselves with the utmost integrity and professionalism. I look forward to working with the Graceada team on our next deal as they truly are one of the best in our area at what they do.
Graceada Partners have a very knowledgeable and professional staff that communicates at a high level. It has and will continue to be a pleasure to work with their team!! I highly recommend Graceada Partners for any commercial/residential property management needs!! -Jason
We have had nothing short of an excellent experience working with the Graceada Partners. Their approach business relationships are second to none. Both Joe and Ryan are a perfect example of how business relationships can both truly thrive and succeed in this unstable business environment we have all experienced. Any relationship with this firm, on any level of business, friendship or investment, would be a welcomed partnership, by any and all persons involved.
Graceada Partners is a premier multi asset real estate investor in the Central Valley. The staff there are experts in their respective fields and add immense value to the properties they own and manage. You would be hard pressed to find another company that works in a humble, caring and positive way. Transparency is a cornerstone and your investments would be in good hands with the team at Graceada Partners.
I'm a tenant at one of your properties, The lofts at stadium square. They only care about making it look nice on the outside to trick tenants into their badly run apartment buildings. Get better management for your buildings. The pictures promoting the apartment are total lies and they have constant issues that they won't fix.
I've known Joe and Ryan personally and professionally for seven years. They are intelligent and thoughtful individuals who have created an impressive culture at Graceada Partners. You would be hard-pressed to find a team that knows the Central Valley real estate market better. I look forward to continuing to invest with Graceada for many years to come.
Graceada Partners has been great to work with after completing multiple transactions with them. They work with an acute attention to detail and do what they say they are going to do in transactions. We have also seen them complete multiple transactions where they have executed on their investment business plans.
The first time I saw our property manager actually at our property was the day we moved out. If we put in a service request that wasn't marked Urgent, it would take weeks to get addressed, or they would just dismiss it altogether. They do not care about their tenants.
We have worked with Graceada Partners for years and I only have great things to say. The staff is knowledgeable, friendly and and always responsive to any questions we have. Simply said, I always look forward to working with this group.
Our team at Colliers has had the luxury of working with Graceada Partners on several transactions. The group is very professional and organized and makes every transaction seamless. They're able to identify opportunity where others may not across all asset types!
It has been a pleasure working with Graceada Partners on every occasion. They run a topnotch operation and are always very professional. I look forward to working with them again and transacting many more apartment complexes in the future!
Graceada is a great group of people who are result-oriented and relationship focused operators, who are rare in this day and age. Loyal, committed and they true to their word, it's a pleasure to get to work with them and have them in our market.
Graceada is the previous property manager for the building my business occupies. After some division of space with the adjoining units, the utility metering was improperly configured and our unit paid outrageous smud bills for energy that our unit doesn't use. This resulted in a loss of potentially thousand of dollars for my small business. After requests for resolution for over a year, Graceda eventually stopped responding to my requests when shortly after, the building changed ownership and thier hands we
Graceada Partners sets a precedent for how business should be done: they work hard to maintain valued relationships with their clients, are professional and timely with their tasks, and produce high-caliber work.
Krystina Taunton has been my main point of contact the past month or so, as our company has recently moved into a suite she manages. She has been extremely helpful, patient, and kind throughout the process of us settling in and getting adjusted to the new environment. I appreciate her willingness to help anytime an email is sent or phone call is made. When there are issues that arise, I know she is willing to help as much as she is able to! I look forward to continuing to work with her in the future!
Graceada Partners is a great team to work with. Madsen Roofing enjoys our partnership.
Aaron, Cindy, Krystina and the rest of the team at Graceada have been a pleasure to work with. Very responsive and professional.
I have been so impressed by the work of this company. A strong sense of values and where they are going. Hiring the best people possible and delivery extraordinary returns to their investors. Sure proud of them.
Graceada Partners has been a pleasure to work with. Krystina has been very responsive with my requests.
These reviews must be written by employees or their vendors. This is one of the worst property management companies I've ever dealt with. Unfortunately I am stuck with them. You could never get a hold of anyone, and they take forever to get any type of work done.
We were referred to Graceada Partners from a good family friend as an resource to invest monies from the sale of some property in 2019-we couldn't be happier with the results of that introduction as we have since trusted them with our personal investments, family partnership and family LLC?s monies- they have exceeded our expectations in not only the investment returns but in their communications and professionalism on every level.
Aaron is very responsive and very kind ! I would highly recommend doing business with Graceada, they take care of their people.
Aaron Serrano and his team at Graceada are an absolute pleasure to work with!!
Met Ryan and Joe a few years back. Nothing but positive feedback to give for them and the firm.
Aaron and the team at Graceada are quick to respond and easy to work with!
Amazing talent and professionalism with high degree of integrity. Great balance of knowledgeable and personable in our interactions.
The staff is friendly and very helpful. They answer questions and respond to requests in a timely manner.
Great business partner, but more importantly great people....
A five star operation.
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.