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Granite Exchange Services

Granite Exchange Services

Reviews Summary

Customers consistently praise the exceptional service, professionalism, and responsiveness of the team. Many highlight the seamless 1031 exchange process, with clear communication, thorough explanations, and prompt follow-ups. The expertise and accessibility of the staff are frequently noted, making complex transactions stress-free. Multiple reviewers mention strong recommendations due to the outstanding customer care, reasonable pricing, and overall positive experience. Several emphasize repeat business and referrals as a testament to their satisfaction.

About This Listing

Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
Financial Advisory
Estate and Trust Tax
International Tax
High-net-worth Individuals
Real Estate
Multi-state Experience

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
IRS Representation
Entity Structuring
Financial Advisory
Estate and Trust Tax
International Tax
High-net-worth Individuals
Real Estate
Multi-state Experience

Contact Information

Address

5925 Granite Lake Dr #150

Granite Bay, California 95746

Visit Website Call Now Get Directions

Hours

Sunday Closed
Monday 8AM-6PM
Tuesday 8AM-6PM
Wednesday 8AM-6PM
Thursday 8AM-6PM
Friday 8AM-6PM
Saturday 8AM-1PM

Customer Reviews

I have used Granite Exchange Services twice now for 1031 exchanges. I worked with Rob Rettinhouse and he was absolutely invaluable in making things go smoothly without any problems. He is very bright, a problem solver and is solution oriented. Rob took the time to explain the process and helped me every step of the way. He still makes himself available if I have questions.. I had valuable properties in California, Washington and Nevada and there was not one single issue or problem. I highly recommend Rob Re

UNPARALLELED EXCEPTIONAL CUSTOMER SERVICE! I have never experienced this deep level of customer care, professionalism and going above and beyond. Rob and Justin truly treated this 1031 exchange as if we were a part of their family! They answered every question, were super accessible, gave great advice, and were exceptional. I tell everyone I know that Granite Exchange Services is the best company you could ever work with! See for yourself - they are absolutely amazing! Thank you Rob and Justin for working s

Working with Granite 1031 Exchange has been outstanding for years on many, many transactions. Rob and Justin are very professional, carrying and most important responsive and prompt. They go an extra mile to explain all the details to my clients and make them feel at ease when it comes to saving taxes.

Working with Granite Exchange has been one of our best experiences. Justin has provided us his professional knowledge and supports along the way. And Rob has been the most easy going and always stand by to answer our questions. This is our first time doing the exchange. We're so lucky to have Rob and Justin handle the exchange, and make this process a successful and pleasant ending. Thank you Justin and Rob.

Granite Exchange was recommended to me from a reputable developer and in comparison to a few others I researched were the best choice. For my first time 1031 transaction I had a lot of questions and everything was answered quickly and thoroughly. The title and escrow companies that handled my sale and purchase had nothing but good things to say about working with them.

I used them for a property exchange. They do return phone calls and are prompt with getting things done so a person doesn't have to worry about their exchange being a good easy one. Any time I made it request it was taken care of quickly. I would use them again. They had been recommended to me by another person that had used them many times. This is a great choice for anyone wanting to do an exchange.

I've done several 1031 Exchanges over the years. Decided to try another company and by far Rob at Granite Exchange knocked it out of the park with his friendly super knowledgeable service, pricing and follow up. No questions are dumb and zero stuffy with these folks. 3 transactions later I give 10 stars!

Rob and team are the very best! Very knowledgable and professional. Would recommend to everyone. They kept me informed throughout the 1031 process with very helpful reminders. Immediate response times and excellent communication. Thank you!!

Very positive experience. Definitely will use their services in the future.

Super pros. Smooth. Very professional. Very reasonably priced. Highly recommend.

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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