*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.*
2600 E Bidwell St STE 190
Folsom, California 95630
I have used this office for at least 10+ years (since they were located in San Diego.) even though they moved to Folsom I've still kept them as they have always done a fantastic job with both my personal and corporate taxes. In all this time I've worked with everyone at the firm and they are extremely responsive and professional. I always wonder how they do it during the busy tax season! I never feel my questions are too small and they are there year round to answer them and give great advice and references
Arner & Horn helped me set up everything I needed for my new business and have worked with them for the last 4 years . They have file both my business and personal taxes and have been extremely helpful. Estee has always dealt with issues and questions right away and has brought me peace of mind whenever I was unsure about financial and or tax implications. I hight recommend this firm as their accountants and their staff have been very respectful, professional and timely with all my filings.
Started my business in 2007, I needed financial advice, financial controls and financial management for my business. I hired this CPA firm on day 1 and have worked with Estee and Erin with much success. They are not bookkeeping folks but CPA's giving CPA advice. Big Difference. They return phone calls promptly and are available for me throughout the year. Great Honest Firm.
We had the recipe for a tax nightmare. We were a small LLC that quickly grew to a medium/large Corporation. Coupled in that growth was the introduction of multi state sales tax requirements and a need to amend past taxes because of new found deductions found by a Tax Consultant that we utilized. That Tax Consultant saw our pain and recommended Estee and team. We are so glad he did! They handled all our tax questions, issues and even took on all the partners personal taxes. For the first time, we were
Courteous and professional staff. I had a visit with Mrs. Fulton to just inquire about the tax implications of having a domestic partner as my tax dependent. All questions I had were properly answered and gave me confidence to make a decision. I recommend it and am going back there.
I've worked with Arner & Horn for years now and find Estee and her organization to be very responsive, dedicated and proactive.
Very unprofessional. They did not file my taxes properly and when I asked about it Estee was very rude. Hopeless Accountants. Stay away from them. THEY SUCK!!
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.