*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.*
1451 River Park Dr #120
Sacramento, California 95815
I can't recommend Jill Jacob?s CPA services highly enough. From my very first consultation, Jill impressed me with her genuine warmth and her ability to explain complex tax concepts in a way that made sense to me. She took the time to understand my specific financial situation and goals, rather than offering a one-size-fits-all solution. What really sets Jill apart is her attention to detail and her proactive approach. She didn't just prepare my taxes?she looked for opportunities to help me save money and
We have been a loyal client of Jill's for several years. Jill and her team have been extremely profressional and very timely in their preparation of tax returns. And Jill is always available to answer our financial questions as they come up. We recommend the Jill Jacobs & Company firm highly.
Jill and her team did an excellent job onboarding and completing my income tax returns in a short period of time. Having the option of using their document portal and communicating via email during the entire process made things easier for me. I've been using Turbotax software online for the past decade and needed to use their live tax preparer for the first time this year - it was a painful experience. Happy that I found Jill and her team!
Jill and her team are remarkable! My family and I have used their services for years. If you are looking for a professional and friendly company for tax and business services look no further. Thanks for your continued help!
Jill and her team were amazing to work with. Jill really explains things very well and had a great knowledge of tax law and the impact on her clients. She listens very well and was able to answer all of my questions to ensure that I understood my tax implications. She and her team were thorough and professional. I knew exactly when to drop off my information and when then would be complete because the office scheduled the process. It was extremely easy. I highly recommend Jim Jacobs & Company for all your t
Jill Jacobs & Company have the best talented knowledgeable team to get me through my taxes, every year. This is the team you want: timely, accurate, the tax pros who know enough to offer financial advise with confidence. Thank you.
I've used Jill Jacobs & Company CPA firm for my business, and for my personal tax matters. Jill and her staff have always been responsive, capable and professional in each of my many encounters. Whether I'm dealing with Jill directly, or her staff, they've always been great to deal with. In the past, I've had several poor experiences with other firms, so it was refreshing to find Jill Jacobs. If you're looking for a better CPA experience, I'd recommend checking out her firm. I'm confident you'll be satisfie
Jill Jacobs & Co helps keep Double D Estates running smoothly! So much appreciate the timely professionalism and help. Thanks so much!!
Jill Jacobs and her firm have been with us since 2016. We were a little upstart with under six figures in revenue. The team has been outstanding since day one. They treat us with care, professionalism and dedication. We plan to be with them forever. They help us navigate all of the critical decisions from capital raises to key man insurance coverage. Their month to month analysis is great!!!
Taxes done efficiently and on time. They gave us ideas on how to improve our tax outcome for next year.
Jill and her team know what they are doing and will keep you out of trouble with the state and feds, if you trust them.
I would recommend finding some one more reliable then this person, my boyfriend owes a bit in tax debt and everytime we tried to get a hold of her always voice mail, 1 and 2 the drive to her location is quite far 3 she just up and dropped him with out notifying him as well as some how adding another 4k on top of what was owed? I recommend finding some one else who will prioritize you and at the very least have the nerve to call you and say hey I'm dropping this client rather then finding out threw the tax b
This firm is a lifesaver. Extremely detail-oriented, communicative and organized. They took us on last minute as clients during a busy tax season and were open and honest about the expectations and possibility of filing an extension. Turns out, they rallied and filed on time for us. I fully recommend this business.
We have been clients of Jill Jacobs, CPA for several years. Jill and her staff have always been professional and been extremely competent in the handling of both our business and our personal taxes. Jill is a wealth of information and we highly recommend her!
I enjoyed working with Maria during the onboarding phase. She is fast, professional, and fun to work with! Thanks again for a great experience! We wish you the best business success!
My IRS / FTB tax forms are pretty basic. Nothing fancy. In the past I was paying $400 at Jill's (and knew it was probably too high, but ... just to be sure). This year I was quoted $750. My forms and pretty clear cut, nothing fancy. I decided to go to an AARP volunteer in the area. The supervisor couldn't believe I was quoted $750. Anyway, should have gone (will go) with AARP from now on. Sent them a $100 donation .. worth it. I like Jill and Co. and had been going to her for more than 10 years. Still, on a
We used this accountant for 12 years and in the last year, our service went drastically down while our cost went drastically up. Jill provided direct service for 12 years without flaw, but in the last year switched us and other clients to full time service with her Enrolled Agent (like the folks at H&R Block), while still charging CPA rates ($400/hr). The quality of the accounting and bookkeeping severely declined - at one point, they processed a tax return for us and calculated $35k for a tax payment. We
I've always found Jill's team willing to help and solving issues within hours. I can't recommend them highly enough.
Excellent communication, very helpful and professional, they make it easy.
Not only are they slow and super slow at responding. There were also too many staff involved and not speaking to one another! Worst experience EVWR with taxes! Yet, when they want something they send you 10,000 emails! Then they overcharged me and made up some excuse. I took my business elsewhere and will not be using them or referring them.
Been going Jill Jacobs & Company for years, I won't have anyone else touch my taxes, they are fantastic!
It's such a pleasure working with Jill, she is very bright, proactive, and really does care. Not sure why others said differently, maybe they had some turnover?
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.