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Jefferson Tax Inc.

Jefferson Tax Inc.

Reviews Summary

Customers consistently praise the professionalism, expertise, and friendliness of the tax service. Many highlight years of trust, with specific appreciation for clear explanations, efficiency, and stress-free experiences. Reviews emphasize thorough knowledge of tax laws, personalized attention, and reliable support for both personal and business needs. The team is repeatedly recommended for their patience, responsiveness, and ability to simplify complex tax situations. Long-term clients express unwavering loyalty, citing consistent satisfaction and peace of mind. The welcoming atmosphere and fair pricing are also noted as standout qualities.

About This Listing

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.*

Contact Information

Address

1035 Jefferson Blvd Suite 7

West Sacramento, California 95691

Visit Website Call Now Get Directions

Hours

Sunday Closed
Monday Closed
Tuesday 11AM-4PM
Wednesday Closed
Thursday Closed
Friday Closed
Saturday Closed

Customer Reviews

My Wife and I needed help with a Trust tax situation. Brandon was helpful, professional, and easy to work with. He explained everything in detail and made it easy for us to understand. I highly recommend their services.

My husband and I could not be happier with Brandon's support filing our taxes this year. We went in feeling very overwhelmed with our situation, but Brandon quickly put us at ease with his professionalism and expertise. The entire process was so easy, quick, and organized. The preparation fee was completely worth saving us the stress. We are so glad to have found Brandon, and we will continue going to him in the future!

My taxes were professionally done in a day! I enjoy being able to drop them off and getting a call to sign a few papers! They also helped me pay my taxes online. Thank you Pauline!

This is an amazing firm. They finished my taxes really fast, and I was procrastinating. It was the 11th of April, and they are very busy right now, so I did not expect it to be done in less than 24 hours! I really appreciate this team. They are professional, patient, and kind. The price was very reasonable, and totally worth every penny.

We are so glad we found you four years ago! Always professional, knowledgeable, fast. I am not worrying about my taxes done right anymore. My daughter moved many times for the past four years and Brandon always prepared her taxes professionally. I would definitely recommend them .

Brandon and Pauline are fantastic! They have been handling my taxes for many years. Brandon is the most knowledgeable tax professional that I have met. He is patient and thorough. When tax season comes around they are my only choice. I highly recommend them!

Been Going to Pauline & Brandon for the last 5-6 years. They take care of my tax needs and answer all my questions. Very kind & professional people and they make you feel so comfortable. Thank you so much Pauline & Brandon! See you guys next year!

I can't sing their praises high enough. We have used them many times over the last year. To file personal taxes, to advise us on our small business and to clear up the accounting and taxes to an old business that had been neglected. These situations were extremely stressful to me. He is a pleasure to work with and made me feel at ease with the process and solutions. He is very patient, thorough and explains things well. I am relieved to have found them and look forward to working with him more in the very

We went to Brandon at Jefferson Tax for help in our first year filing with my husband being an independent contractor. We highly recommend Brandon at Jefferson Tax. He was helpful, responsive, efficient. and explained everything so well!

We?ve been coming to Jefferson Tax Inc. for about 20 years. They have always been friendly, professional and fair with their well-deserved fee. We enthusiastically and confidently refer all our friends and you to Jefferson Tax Inc. We believe you?ll be 100% satisfied just like us with their services.

I have been going here for a few years now, they are very polite and very trustworthy, I would not do my taxes anywhere else. They always know my first and last name when I walk thru the door are even on the phone. If I have any questions they are real fast to answer and explain new laws and best route for me to go. I recommend Jefferson Tax Inc. to everyone Thank you

Pauline and Brandon are always friendly, professional, knowledgeable and helpful. I trust them completely with my taxes. Highly recommend!

First time filing taxes as an independent contractor. I was stressed had no idea what to expect.Brandon walked me through and explained how the California government takes your money in a way that made sense. Highly recommend Jefferson Tax Inc.

Exceptional service, knowledgeable, and experienced owners - Fast and reliable - They go above and beyond for their clients. They are always available and easy to reach, if needed. They are the only tax preparers I trust with my taxes!

We come every year to file our taxes with them and they always do a great job and are very friendly. We won?t go anywhere else.

Pauline is the only person I trust to do my taxes and of course the other team as well I will continue to do my taxes with Jefferson tax inc they are the best.

I have been coming here for years and I love there service. They are friendly, professional and have good quality and good value.

Very helpful and understanding. 100%recommend. Kind and friendly environment and welcoming. Makes doing taxes less scary.

They are very professional and honest tax preparers, in the tax preparations. They are very pleasant to work with and very knowledgeable in tax preparations.

Great services there awesome been with them for some time now will definitely recommend to friends and family ????

Always very professional and knowledgeable bringing me peace of mind with my tax filing. Thank you

My 4th year in a row filing taxes here and they seem to never disappoint. Will continue coming here for more years to come. Thank you!!!

Been going here for years and wouldn?t go anywhere else Pauline always has the best professional knowledge

We go to them every year they always get us right every dollar worth it rather be safe with them having our backs

I love this place so much MS. PAULINE WE LOVE HER SHES THE BEST SO MUCH THATS MY FAVORITE SHE DESERVES A BIG RAISE FOR ALL SHE DOES????????

Very professional, accurate and friendly!!! The only tax company I go to!!! Thank You Jefferson Tax Inc!

They are very professional and thorough in their knowledge with tax changes.

Best tax people in the west I recommend them ????

Thank you Jefferson Tax for the quick and friendly service. Thank you Pauline Gee see you guys next year.

Professional, on point and very kind people to work with!!!

I love this place. I would never go anywhere else to do my taxes.

Second year coming here, always feel welcomed!! Definitely recommend!!!

Pauline was excellent very knowledgeable and professional.

This place way to expensive, $334 just for do my personal tax , for me and my wife i can?t believe

Very responsive and professional, and i will continue to come here. Thank you

Amazingly good people when it comes to do with taxes!!

Very good service would recommend 100%

I HAVE BEEN COMING HERE FOR YEARS I WOULD NOT GO ANY WHERE ELSE I LOVE PAULINE AND BRANDEN.

Very professional and friendly wouldn't go anywhere else!!!!

The best, been going here for years !

Very good people very kind

Best place to go very friendly

Honesty and timely effective

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.