Back to Directory
Incompass Tax Estate and Business Solutions

Incompass Tax Estate and Business Solutions

Reviews Summary

Overall, reviews are overwhelmingly positive, with most praising the firm's expertise, professionalism, and long-term reliability in handling taxes, compliance, and business services. Many highlight exceptional customer service, quick responses, and valuable tax-saving advice. A few negative reviews cite poor communication, lack of effort in finding deductions, and rising costs, but these are outliers. Long-term clients consistently recommend the firm for accounting and corporate needs.

About This Listing

Payroll
Tax Preparation
Tax Planning
IRS Representation
Estate and Trust Tax
Small Businesses
High-net-worth Individuals
Individual Taxpayers
Real Estate

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

Payroll
Tax Preparation
Tax Planning
IRS Representation
Estate and Trust Tax
Small Businesses
High-net-worth Individuals
Individual Taxpayers
Real Estate

Contact Information

Address

4600 Roseville Rd

North Highlands, California 95660

Visit Website Call Now Get Directions

Hours

Sunday Closed
Monday 8:30AM-12PM,1-5PM
Tuesday 8:30AM-12PM,1-5PM
Wednesday 8:30AM-12PM,1-5PM
Thursday 8:30AM-12PM,1-5PM
Friday Closed
Saturday Closed

Customer Reviews

We've been using Incompass to handle our corporate and personal taxes for many years. They've always been professional and given excellent advice, from taxes to the sale of our business.

I have a small business and Incompass has been extremely helpful with all of my questions. I have been with them for 7 years now and I have and will continue to refer them to anyone needing expert accounting and corporate compliance services. The have a very knowledgeable team of people. Thank you!

We have been using Incompass for over 10 years and they have always done an outstanding job completing our taxes to be sent to the State and Federal departments on time.

The BIZ TAX & COMPLIANCE COACHING (BTCC) PROGRAM is outstanding, and working with Warren Royal is an absolute pleasure. I genuinely look forward to our meetings and greatly value his exceptional expertise in business compliance.

We attempted to give this place another try this year. Worst mistake, they don't reply after several emails and calls. Make no effort to find deductions. Today they sent us links to sign without telling us what the security question answers would be expecting us to know. Now we cannot sign the documents and they cannot resend the link and we have to print and manually send them in. This place appears very unorganized. On top of the terrible customer service.

I can't say enough good things about Nathan and Warren at Incompass Tax Estate and Business Solutions! They have been instrumental in helping our business run smoothly by handling all our payroll, compliance, and tax needs. Their expertise and efficiency are unmatched, and they are always happy to assist whenever we call with questions. Their dedication and professionalism make them an invaluable resource for any small business. We wholeheartedly recommend Nathan and Warren to anyone in need of assistance w

I have been a client of Incompass going on about 10 years now and could not be happier with their services. They have always taken the time to answer any tax related questions throughout the year, not just during tax season. Along with the top notch customer service and response time, they also have been amazing at helping me set up my corporation a few years ago and to maintain the periodic minutes and compliance requirements. They also regulary give tips to minimize my tax liability. I would highly recomm

These guys get it done!!!! They have held 5 of my corporations. From formation?.compliance,audit's everything! I couldn't have been more blessed to find this firm back in 2012 They handle all of my accounting,payroll services, every time I've been called out on a workman?s compensation audit?.or GL audit they have every check,every w2,1099, everything to me within minutes! For someone in the construction industry and with a few different companies I couldn't be blessed to find anyone else!!!! You won't be s

We should have joined Incompass Tax Solutions years ago and we would have saved a lot of money! We are so thankful for their expertise and guidance.

Overpriced, keep raising the cost every year. Makes no effort to see if there are ways to save on your taxes. Provides bare minimum service. Check elsewhere!

I've used this firm for years and feel like they take good care of us

Very polite, thorough and economical.

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.

Skip to main Home Best CPA's Nearby Upgrade your plans English Avatar for Nico Bottema Welcome, Nico Bottema! Share Install the tag on your site to get access to all features, tools and the insights you need. It's fast and easy. Site ID: 6455700 Get started with the tag installation 1 Copy this code. 1 2 3 4 5 6 7 8 9 10 11 Copy code 2 Paste the code into the of every page where you want to track user behavior or collect feedback. 3 To make sure everything is ready, verify that your code was installed. Verify installation OTHER WAYS TO INSTALL Install with a team member’s help Install on a platform Install with a npm package Explore the demo Take a tour of the product with realistic data to explore. Explore demo site Common questions View all Course How do I install the tag? Collect session data for replays, heatmaps, and on-site surveys by installing a unique tag on your site. Ready to add it? Follow the instructions in this 15-minute course. Article How do I know if the tag is installed correctly? Article Will the tag slow down my site? Suggested for you Enable 2FA now Two-factor authentication (2FA) adds an additional layer of security to your account. Popular shortcuts title Feedback button Capture feedback in the wild by letting users share it at any point title Set up a Net Promoter Score® survey Measure long-term customer loyalty and happiness the tried-and-tested way. title Exit-intent survey Capture feedback before visitors leave and reduce your bounce rate Get started Interviews (new) Get real time feedback at critical times, thanks to easy, in-depth recruitment and analysis. Create project Finish your installation Surveys Feedback button Dashboard Invite team members Integrations