*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.*
931 10th St Suite 610
Modesto, California 95354
GSD Solutions does excellent work. Shout out to Scott who helped my business with setting up new computers. His work was prompt, efficient and he was very knowledgeable. Thank you for your help! I highly recommend GSD Solutions for any IT needs that you may have.
Scott eagerly installed & updated my computer . It meant the world to me . He is very fast but gets the job done correctly. Scott is available for all jobs large or small he can fix it all .
GSD Solutions is by far the best IT company I have ever worked with; they are quick to respond, knowledgeable with solutions, and always ensure our company is kept up and running.
This place supports my apartment complex and delivers the worst internet I've ever had. My bigger issue is the ego of the people who seem to think it's always a user error instead of fixing the poor service! It's like a year out and our internet is trash. If I could rate even less I would. Forget gaming with this trash service, you'll barely be able to scroll on Instagram.
GSD is are go to partner when it come to anything network or IT related. No one does it better.
GSDSolutions has helped two companies that I have been associated with (an Accounting consulting firm and a Tech company) with excellent Managed IT Services and Data Security Management in terms of project management. They are professional, have deep technical knowledge, and are practical. They were able to resolve any issues we had promptly and in a cost-effective manner. I would recommend their services in any business environment.
Scott ordered and installed new access points at our home office of Bob and Sons Electric. Scott was professional, friendly, and very easy to work with. Our product arrived fast and on time. I would recommend gsd solutions to anyone with computer, data, or technical needs. Our internet range and connectivity is so much better!
From Network planning to deployment and monitoring, there are none better than Scott and GSD Solutions for provisioning the IT needs of our growing hospitality business. Guests are very pleased with the current service levels. Planned expansion with bandwidth upgrades will ensure service levels will again excede all expectations. Thank You GSD Solutions for sharing your amazing support and tech knowlege. Brian Grant Stagecoach Trails
GSDSolutions has been a valuable partner for FoneSoft with their networking skills and Office365 knowledge. We have used GSDSolutions for network support internally and our Office365 setup and migration. When our customers have issues with networking we frequently reach out to Scott and GSDSolutions team to help us solve complex IT problems our clients.
Scott and his team are absolutely amazing!! Not only are they extremely knowledgeable when it comes to any and all of our IT needs, but they do it with a smile and a great attitude! I would, and have already, refer them to anyone I know that needs IT services.
The team at GSD Solutions is excellent. They clearly are experts in providing technology services. I could not be more pleased with the work they did on our systems and I highly recommend them.
By far the best IT company I have ever dealt with.
Great company, always has my companies back would recommend to any business whose livelihood is based around a computer
professional service at a very affordable price point. They have helped to increase our productivity immediately. Highly recommend
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.