*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.*
75 Natoma St c
Folsom, California 95630
This is our second year going to JMS and my partner and I could not be more pleased with our experience! Sandra takes the time to throughly go through our documents and asks about things we would not have thought to disclose to help with our tax preparations. I worked at a tax preparation company and I understand how accountants can gloss over items - Sandra does not do this. She is excellent at her job and lovely to talk as well. Her receptionist is also kind and knowledgeable. 10/10 recommend JMS services
I had to find a new tax person after 10 years and I came across JMS Tax and Accounting in a GOOGLE SEARCH. They had a 5 star rating and they did not disappoint. For a new client, I was in and out promptly and Sandra Weber was very courteous, friendly and helpful. I was very happy with her work on both my taxes and my son's. I have definitely found my new tax person! Thanks JMS Tax and Accounting!
This was my first year. Dealing with JMS, tax and accounting. I set an appointment and arrived on time with a very pleasant receptionist. I was invited into the office to discuss my 2024 tax situation. I feel I got great advice, and went through all of my concerns. With only a few pieces of documentation needed to complete my returns. My state and federal returns were completed at a very reasonable price. I have a lot of confidence in JMS. I recommend this company.
I have been going to JMS Taxes for years, and its been a joyous experience every time! Sandra is professional, kind and very engaging in all aspects of taxes and accounting. Who would have known how quick and efficient doing your taxes could be with the right people!
Sandra Weber is amazing. She has done our taxes for years (recommended by a dear retired tax preparing friend.) What is most amazing is that she can interact with us socially while working on our taxes. Plus, she is a Christian.
Excellent service. They?ve been handling the accounting, payroll, and tax services to our company for over a year, they?re extremely kind and friendly, efficient?featuring a fast-paced work service. When in question or in doubt, they always reassure us and explain processes to us. Overall, high quality work all around!
Sandra and her team are amazing, they helped a "newbie" work through some complicated tax situations. She always responds and is willing to meet you where you are. I highly recommend JMS tax and Accounting for all your Tax and Accounting needs.
First time using JMS for preparing our tax return. We are extremely impressed with the ease of making the appointment, the personal appointment reminder, and the friendly reception at the time of our appointment. Sandra was very personable, professional, and efficient when preparing our taxes. Highly recommend JMS for tax preparation.
I had a rather complicated tax situation involving home sale and trusts. Sandra was experienced and a very good listener. My taxes were completed I while I was there and I felt that her prices were reasonable. I will be back next year.
I am a new client to JMS tax service. I left my old tax person after 35 years due to the lack of personalized touch. I like sitting there face-to-face and discussing potential savings for this year and possibly next year. It?s personalized service and that?s what I am paying for. I knew my taxes awere going to be done well and they were. JMS tax service was first rate. I will definitely use them again next year.
Thank you for your time and care, helping with my taxes. Not having a clue of what to do, you have guided me as what I needed since my husband's death. JMS is a professional, friendly, and honest place to have taxes done. Can't go wrong by having your taxes done here.
Sandra is very professional, personable and it is is pleasant experience to work with her. She takes great care of our taxes. Thank you.
Sandra is great. We love doing taxes with her! We have been coming for 5 year now. She is amazing both professionally and personally. She takes the time to talk to her clients on a personal level while being professional. We were referred to her by a friend and we have referred people to her as well. She is the best. Her assistant Margaret is a great asset to Sandra's services.
I have been using JMS Tax and Accounting working with Susan for years. I always feel confident that all is done correctly and that is because Susan takes such good care of me. I highly recommend Susan!
I have had my taxes done by JMS for many years. The service is always friendly, helpful and fulfills the highest standard. It does make tax filing a lot easier. Thankful, Michael Guerreiro
At the office, Sandra is a real professional she made the process go smoothly and explained everything very well (another plus: I did not leave feeling like I am missing out on something!!) I am definitely recommending her to my friends and family! Came again this year! Sandra at JMS Accounting did an absolutely amazing job! I finally feel like I can trust someone with my paperwork. Any issues?and even the recurring problems I had with past accountants?stop with her. She's thorough, reliable, and genuinel
Sandra was fast and friendly. Come prepared with all your documents; she is ready and efficient when she meets you while making you feel at ease to have your questions answered.
I?ve been going to JMS for several years. Sandra is very professional , knowledgeable and extremely personable. Every year I am very satisfied with the service she provides.
This is our 3rd time seeing Sandra & we have been very happy with her service. She is quick, professional & knows her stuff.
While getting our taxes done is not my favorite thing to do, Sandra always makes the process enjoyable and a success. I appreciate her thorough and precise process as well as her expertise. We have been working with JMS since 2006 and have always appreciated their services. Our tax returns are on the more complex side and we can?t imagine anyone but Sandra working with us. We feel blessed to have such an ethical, caring and dedicated Enrolled Agent taking care of our tax return needs. If you are in need of
Fantastic service and super fast. Sandra Weber is the most pleasant, down-to-earth, and professional person to work with. Give them a try.
Love coming here for taxes. Sandra is so sweet, quick, efficient and look forward every year to working with her!
I was searching for a new tax professional and came across JMS on yelp, and she had great reviews. When I got there I was pretty nervous because I hadn't filed in several years and had no idea where to start. Sandra was very professional, kind, never made me feel judged, and gave me all my options and seemlessly helped me catch up. I really appreciate all her help, she deserves all the good reviews she receives. Will definitely be going back next year.
Could not be happier with the great experience working with JMS. They seem committed to excellence and efficiency, and the customer service is 5 Stars! A pleasure to work with.
I recommend this office to everyone! Sandra is Amazing! She is very professional and a true expert! I was very nervous walking into her office and she walked me through everything I needed to know. She laid everything out to the tea. She even went above and beyond and really laid out her expertise with all of the questions and concerns that I had and even all of my what ifs. She's definitely a professional and her caring yet professional nature is what sets her apart from other tax officials. id 10/10 recom
Always have a great day when doing our taxed. She?s always cheerful and understanding. My wife and I will recommend her to anyone.
Sandra is a wonderful lady and a wonderful accountant. Can't recommend her enough! Thanks again for all your help.
JMS has been doing my taxes for many years. Multiple locations. Convenient with offering appointments or drop off. Very thorough in completing tax forms. Super friendly and personable. Sandra at Folsom is awesome, as well as all the staff at JMS. Highly recommend JMS Tax and Accounting for Tax preparation services!
I've been using Sandra for many years. Excellent knowledge and service. Highly recommended!
We made our appointment with the help of the front office.Our appointment day went so good.Questions were answer with care.All our concerns were resolved and we are so happy. Thank you Your next year returning client
Sandra Weber helped me make the transition from relying on my husband to manage our taxes to being responsible for meeting these deadlines myself. While Sandra filed out the forms, I still need to know when all these things are due and the other information that important for the April deadlines. Her friendly support has been very important during this transition.
Thanks Sandra! She has been our accountant for years. Very knowledgeable, friendly, and helpful. Highly commended.
Sandra has saved us so much money since doing our taxes with her. She definitely cares about the clients she helps I cant recommend her enough. I now have my family going to her and they have nothing but good things to say as well.
So glad I found Sandra! She was incredibly knowledgeable, thorough, efficient, and affordable. She knew exactly what to do to take care of me and my LLC, and she was fast and professional at handling it. I?ll definitely be returning to her for years to come.
Thank you so much for doing our taxes.It was a pleasure meeting you and we will see you again next year Thank you for being so professional in helping us Thank you again.
Sandra has been my tax accountant for many years. Before her I had another Tax accountant when I ran my detail shop that I thought was the best. Boy I was wrong. She has been far above what I?ve expected. I appreciate her straightforwardness even when I don?t want to Hear it. But always has a workable solution behind it. Can?t imagine using anyone else. Period.
We met Sandra in 2020 I believe. She is so kind, knowledgeable and quick. I have zero complaints. We will keep doing business with her. She files out taxes including a trust. No company has ever done better!
Sandra is so knowledgeable and wonderful to work with. I feel so confident in everything she does and she makes everything so comprehensive. Warm, easy going office. I have no plans to go anywhere else for my taxes. Thank you so much!
I love JMS!! They are very professional, thorough, quick, and friendly! Overall great service. Sandra is one of the best agents I know hands down ? highly recommend! She truly is driven about what she does and it shows.
Sandra is amazing at helping me with my taxes. She has helped me with starting my business, she?s fast at responding, reliable, and so friendly. I highly recommend her!
Sandra at JMS is so wonderful! She?s so kind and helpful! I own my own business and she does an amazing job on my taxes. She helps me to feel relaxed during tax season.
Sandra from the JMS Financial Services office in Folsom has been doing our taxes for years. She is absolutely the best! You're not just a number here, Sandra is very welcoming and kind and really gets to know her clients. Her knowledge is unparalleled and she makes sure we are maximizing all our deductions to get the best possible refund. I stopped even thinking about doing my own taxes ever since we started going to Sandra.
JMS has been a life saver! I would highly recommend them! I'm a small business owner and was very nervous to file as my first year in business, especially with all the complications that go along with being self-employed, but they were all amazing and were able to put it all together with ease. They are also helping me to get set up as an LLC and I'm so relived they are able to assist with that as well.
Very friendly, knowledgeable, and professional service. Have been a loyal customer for six years. Sandra?s professionalism and knowledge has provided me a stress free tax season. There is no decision needed for who will take care of my taxes next year and many years to follow.
Im glad that I found out about this office through a friend. Sandra and her staff are incredibly detailed, knowledgeable, efficient, and affordable. I?m very pleased with the service provided. Thank you very much I?ll definitely be looking forward to coming again next year!
Sandra is very knowledgeable on the current tax laws and regulations. A very professional and friendly environment to be in during a time that can be quite Nerve-Wracking or stressful. I recommend her to all my friends and family in need of a tax professional.
This year was my first time doing my taxes with Sandra. The process was very easy and the staff was very friendly and knowledgeable. Ill definitely be coming again next year!
We waited until Saturday on the 13th to complete our taxes because we have to pay; not only did she take us that day but was so kind, prepared and professional. She gave us some tips and guidance. We have found our tax account. We will not trust anyone else with our business and taxes.
Sandra is sharp on Tax regulations. I've had experience with CPA's not as knowledgeable as Sandra. She is my go to for income tax preparation.
Sandra was the best! I sent her all of the information and in 30 minutes I was done. Word of advice to you, save all of your information in a simple file either a hardcopy or electronic and take it all. Sandra rocks!
What stands out about JMS Financial for me is their quick response when you really need them. A recent communication from the IRS was quickly and efficiently handled by JMS with a satisfactory outcome. I trust JMS to handle my taxes correctly.
They are fast and efficient. Their office is clean and staff is very friendly.
I could not say better things about this company, their service, professionalism, etc. Highly recommend!
First time using this business. Great place. She even tolerated my lack of preparation and was kind enough to let me go online and get some missing paperwork. Looks like I have a new tax prep business. I will be returning next year.
Sandra has been doing my taxes for years. I can rely that it?s done right. She cares deeply , wonderful to talk with, would not have another CPA
Sandra is the best tax accountant I have ever come across. She is knowledgeable and thorough. I highly recommend her.
JMS is the best! Professional and fast. I won?t go anywhere else
Super helpful and knowledgeable on trust filing. A very pleasant experience.
Sandra was great! Very detailed, caring and a great listener. I really appreciate the quality time she spent with me. Thank you!
Very helpful, professional and courteous staff! I would most definitely recommend!!
Sandra was helpful and explained things well. Thank you!
This was my first time having my taxes done with Susan and she made you feel right at home and answered all my questions and concerns. My sister and my niece recommended her and I am so glad they did!
Absolutely love Sandra Weber. Been a client for over 10 years and will be with her as long as she is in business.
They have done my taxes and the taxes of my family for many years. They always answer my questions and help me even when I was late filing my tax return. Overall Great Experience. I don't plan on looking for anyone else in Folsom to do my tax prep.
Always helpful and courteous team providing great service when you need it, that won't cost you an arm and a leg. Conveniently located and flexible when you need an appointment.
So very helpful with my tax needs.
Great accountant!! The firm is wonderful!
I?m so impressed by JMS Tax and Accounting! The service was top-notch and everything was done in an efficient and timely manner.
I couldn?t be more grateful and satisfied with the help I got from JMS! They?re very professional, detail oriented, and hard working!!
Thank you for the professional work done. Friendly staff, answered all my tax questions. Next year I will contact you.
They are nice and easy going!
Outstanding, effective, efficient and friendly!
Great service, friendly, and efficient.
Excellent and professional tax service! Ely and I appreciate the time you spent with us! Thank you!
Very nice and personable. Extremely helpful and knowledgeable. Would recommend.
Efficient and professional tax return services in a friendly environment.
very proffesional and punctual,great service with a smile
Professional, efficient service with a good attitude. ??
You definitely can't beat their prices!
Professional experience very kind
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.