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Heter Accountancy

Heter Accountancy

Reviews Summary

The reviews consistently praise Alexa for her exceptional professionalism, knowledge, and efficiency in handling taxes, payroll, and accounting. Clients highlight her ability to simplify complex processes, provide prompt and accurate answers, and alleviate stress. Many appreciate her attention to detail, organization, and up-to-date expertise, strongly recommending her services for both personal and business needs. Her responsiveness, reliability, and ability to save money are frequently mentioned as standout qualities.

About This Listing

Bookkeeping
Business Consulting
CFO Services
Tax Preparation
Tax Planning
Forensic Accounting
Outsourced Accounting
Small Businesses
Mid-size Businesses
Individual Taxpayers
E-Commerce
Real Estate
Healthcare
Construction
Professional Services
QuickBooks

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
Business Consulting
CFO Services
Tax Preparation
Tax Planning
Forensic Accounting
Outsourced Accounting
Small Businesses
Mid-size Businesses
Individual Taxpayers
E-Commerce
Real Estate
Healthcare
Construction
Professional Services
QuickBooks

Contact Information

Address

2251 Broad St Suite B

San Luis Obispo, California 93401

Visit Website Call Now Get Directions

Hours

Sunday Closed
Monday 8AM-5PM
Tuesday 8AM-5PM
Wednesday 8AM-5PM
Thursday 8AM-5PM
Friday 8AM-5PM
Saturday Closed

Customer Reviews

Alexa has been helping my wife and I with our taxes for the past few years, and we have always had a great experience working with her! I cannot recommend her enough. She's fast and very informative. Best of the best!

Alexa is the absolute best! She has been incredibly helpful since the very beginning in starting my business. Shes handles all my payroll/taxes and I have been at complete ease these past few years, thanks to her! She is very professional, organized, knowledgeable, and up-to-date with all the latest information. I would highly recommend her to anyone.

I had somethings change this year and was unsure about my taxes, I reached out to Alexa for help. And not only did she respond in a timely manner but she completely changed the outcome of my tax return for me. What a stress relief she was. She is super knowledgeable in what she does, i cant recommend her enough!

Alexa has been my tax preparer for the past few years. I cannot recommend her enough! I don't know the first thing about doing my taxes and she has made the process smooth and foolproof for me, and saved me money while doing it!

Alexa Heter always goes out of her way to answer all of my annoying tax questions. After years of working in the restaurant industry, I've transitioned into the corporate world, and with it, comes and endless amount of questions about health insurance claims, Federal Taxes, 401K's, tax returns, and much more. However, whenever I'm considered or unsure of these common questions, Alexa Heter reassures me that all of my questions are important and answers them promptly, accurately, and with my best intentions

I use Heter Accountancy for my business and Alexa does an amazing job at staying on top of our finances. She does our bookkeeping, reconciles our accounts, handles payroll, and the list goes on. She's professional and makes everything really easy for me. I can't recommend her enough.

I am a habitual procrastinator when dealing with my taxes and accounting but Alexa made the process so simple and easy to deal with that maybe next year I'll actually get it done on time! Tax season is no longer something to be dreaded!

Alexa is very knowledgeable and professional, she took care of my taxes in a speedy and expert manner, I will use her services again happily!

Ms. Heter's knowledge and diligence in both business and personal taxes has helped my Wife and I immensely. I have employed numerous firms both in SLO and from outside the area, and Ms. Heter's attention to detail and knowledge by far surpasses any other tax professional I have used.

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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