*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.*
2130 Professional Dr Suite 230
Roseville, California 95661
I went to Melanie becasue I heard she was an Ex IRS agent and I needed some help. she really helped me out and understood my situation. and was able to guide me on how to proceed. I Can't recomend their tax service enough
After a 18 year run with a great CPA who retired, I then had an extremely unpleasant 15 month experience with Melanie Hirsch. Promising to complete work and then not, lots and lots of excuses and employees turning over, three office moves in a 15 month period as well as incredibly poor communication. When I finally extricated myself and found another CPA, I had to amend two corporate and two personal tax years returns due to errors from Hirsch. I have owned my business for 20+ years and have never encounte
I?m a business owner. I?m only spending my time writing this review because we had an absolutely horrific experience with Hirsch CPA Tax Consultants. Melanie may be qualified to do your taxes but she is not qualified to be running this company. A CPA should be professional and always act in a fiduciary manner. Melanie was not professional and did not take a fiduciary interest in our Company. She hosted our quickbooks and shutdown access with no warning or demand. This in effect shut our business down for
I rarely write reviews, but the service I received at Hirsch CPA Tax Consulants was truly exceptional. Melanie?s professionalism and expertise were evident throughout the entire tax process. She genuinely cares about her clients, and her dedication to each one is remarkable. Melanie took the time to explain complex tax concepts in a way that was easy to understand, keeping me well-informed at every step.
Melanie is a great person. The fact that she excels at being the best tax accountant I've ever used is a huge plus. She's seen my family through some really challenging times. She's got a lot of experience and is guided by her faith. She's done more than I expected. That's nice to say, isn't it? We're a very average married couple. Our tax situation has changed over the years and Melanie has helped guide us through the changes. She's on our side and saved us possibly tens of thousands of dollars by
I recently worked with Hirsch CPA and had an excellent experience. The team was extremely knowledgeable, professional, and responsive throughout the entire process. They gave me extra help to figure out the tax laws and get the best outcome. They impressed me with their attention to detail and their willingness to answer any questions I had. I highly recommend Hirsch CPA to anyone in need of tax and accounting services. Thank you for your outstanding work!
We got Melanie's number from a friend of ours. She really helped us out and this is my way of saying thanks She is very nice and really knows taxes.
I have been working with Hirsch CPA for over 10 years. Extremely happy with my experience for both personal and my non-profit organization. ??????????????
Melanie is amazing. She uses her IRS experience to help me with my taxes and its been an eye opener.
Amazing group of folks. I was really happy with the service.
Melanie and her staff are fantastic across the board
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.