Heathers Bookkeeping & Tax Services - Chico CA

Heathers Bookkeeping & Tax Services - Chico CA

Reviews Summary

Heather Wall receives mixed reviews, with many praising her professionalism, knowledge, and dedication, especially for small businesses and tax filing. Clients appreciate her responsiveness, thoroughness, and ability to maximize deductions. However, some criticize her for poor communication, unreliability, and unprofessional behavior, including ignored inquiries and pricing disputes. While most reviews are highly positive, a few highlight significant dissatisfaction with her service.

About This Listing

Bookkeeping
Accounting
Payroll
CFO Services
Tax Preparation
Tax Planning
Small Businesses
QuickBooks
Remote Services
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

Bookkeeping
Accounting
Payroll
CFO Services
Tax Preparation
Tax Planning
Small Businesses
QuickBooks
Remote Services
CPA License

Contact Information

Address

1095 Nelson St #110

Chico, California 95928

Hours

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

Customer Reviews

My husband filed his 2020 taxes with Heather Wall and for months he never received his return or any call backs from Heather. She avoided him and he was not able to file any taxes since. We married this past June 2024 and I decided to look into this. We tried contacting her office for weeks and finally saw she changed her company name. I started emailing and calling her new office and was always told "She's out of the office.". Finally, I said I'm going to report her to the IRS and that's when she decided

Heather has helped me file my taxes two years in a row. Our situation isn't complex but not quite simple either. Heather allotted us enough time to get through all of the tax questions we had. I felt like she had good knowledge to be able to get us any allowed discounts.

I?ve been using Heather for my personal taxes for many many years. She has always gone the extra mile for me. I have never felt neglected or ignored. Plus, she works weekends and after hours to accommodate your schedule. Heather is professional and gets the job done. I appreciate the fact that genuinely cares. I refer people to Heather because I know that she does her job and does it well.

If I could give this 0 stars, that would be my rating for Heather's Bookkeeping. I reached out to Heather with hopes of maximizing my taxes the "professional" way since we had recently bought a house. I had high expectations that she would do a great job because of all these 5 star ratings on Google I read before choosing her to file my taxes. She did not taker her time to help us and rushed through everything. Everything was inputted as seen on our W2s, and she didn't even ask us any other questions that c

Heather has been our bookkeeper for a year now and we are very happy with her work. She came with outstanding references. She is very enjoyable to work with, and is efficient and patient. She feels like part of our business family and has given us much more of an overview of our business and better clarity. We highly recommend her. Gordon & Cheryl Gold-Bond Plumbing

I never post reviews. Actually my first one. But as a small business startup she wasted a lot of my time and don?t want other people starting a company have their time wasted. But Heather is very unreliable and lies about pricing. During my Free consultation she gave me a pricing for my business. A month later we decided to go with her and during my call to tell her we will go with her she raised the price and said she never gave us the lower price. I needed an accountant and so I just agreed and she said

As sole proprietor of a small landscape/personal gardener company, Heather has been integral to my success as I navigate Quickbooks, licenses, taxes and fees. She has gone above and beyond to help me with even the smallest of details I find cumbersome and difficult to understand. She is knowledgeable, professional, and always helpful. I literally couldn't have done it without her.

If I could give Heather 10+ stars I would! I was positive I was going to have the first year where I actually owed money on my taxes. Heather took the time to ask us questions and found the appropriate deductions and I actually ended up getting a little back! It?s very easy to make an appointment and my wife and I were in and out in no time. Thank you, Heather! You rock!!!

Heather has been an amazing help with Joe's Tree service where I am employed . She's always maintained a level of professionalism and care with answering any of my questions

She was very helpful! She helped us solve our problem and got us in such a short notice. I recommend her and will be coming back next year.

Heather was great help! I made a huge mistake going elsewhere last year to do my taxes.

Heather was amazing!! She knows just what she is doing to make sure the job gets done and done right!!

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.