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Gundelach & Associates

Gundelach & Associates

Reviews Summary

The reviews consistently praise the consulting services for their exceptional expertise in dental practice management, with decades of industry experience. Clients highlight significant improvements in production, efficiency, and overall practice health, including marketing, staff training, and financial planning. Many note long-term partnerships (8-15+ years) and credit the consultants for transformative results, from streamlined operations to successful retirements. The approach is described as innovative, fun, and tailored to each practice's needs, with a focus on both current trends and future-proofing. Ratings are overwhelmingly positive, emphasizing the consultants' ability to deliver lasting value and professional fulfillment.

About This Listing

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.*

Contact Information

Address

2780 Sommer Star Rd N

Camino, California 95709

Visit Website Call Now Get Directions

Hours

Sunday Closed
Monday 9AM-8PM
Tuesday 9AM-8PM
Wednesday 9AM-8PM
Thursday 9AM-8PM
Friday 9AM-8PM
Saturday Closed

Customer Reviews

Outstanding help for improving the health of a dental practice. We have been working with Jim and Susan for over 8 years. They are exceptionally experienced with decades of history in the dental industry. They can draw on so much experience and yet they are always researching and implementing new techniques for advancing every area of practice health. Marketing, external/internal communication, staff hiring, retention, financial matters and production needs, equipment decisions, fiscal planning. It's alway

" Susan and Jim are the best kept secret in Dental Management Consulting! I have been practicing for over 30 years and I was fortunate to meet Susan and Jim at a Dental Mastermind meeting. Our office was struggling after my right hand office manager had to leave suddenly because of health issues.Susan and Jim were invaluable in helping consult in choosing a staff member that stabilized the front desk. Susan is so knowledgeable on everything in managing a practice, helped train my team in a fun , motivationa

The Best decision of my dental career...I've been practicing dentistry for over 21 years and have been with the Gundelachs for over 12. From where I started with the Gundelachs to where I am today, my production has nearly tripled, my time at the office has decreased, and most of all my personal and professional life is more fulfilling. All of this is greatly influenced one way or another by the relationship I have with Jim and Sue. They're excellent at what they do, they have decades of experience and they

We have partnered with Gundelach & Associates for over 15 years. They are aware of current trends and the future of dentistry and share that information with us so we can make educated decisions about our practice. They have been a valuable asset to our continued success. We highly recommend them to anyone searching for help with their practice.

Having practiced for 20 years, I decided to enlighten my dentistry with a management enhancement program to provide satisfaction and excitement for me and staff. Through the eye opening revelations of Jim and Susan Gundelach, I was able to streamline and efficiently provide treatment to our patients with overwhelming gratification. This allowed me the opportunity to retire at 59y/o after 11 1/2 years of the GUNDELACH tutelage. Hoorah to Jim, Susan, myself and staff. You've made my 10 years of retirement a m

Top Notch! Our office has partnered with Gundelach and Associates for close to 13 years, and it was the best decision we ever made. They always know what works (and what doesn't) specifically to our office. Creative, mindful, and just FUN implementing their ideas.

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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