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K. B. Daniel Company

K. B. Daniel Company

Reviews Summary

Most reviews praise the company for its professionalism, knowledge, and excellent customer service, with many highlighting quick responses, clear explanations, and fair pricing. Several long-term clients commend the team's reliability and trustworthiness. However, a few negative reviews cite poor communication and unresponsiveness, particularly regarding tax deadlines. The majority of ratings are 5 stars, reflecting overall satisfaction, especially for complex tax needs and business services.

About This Listing

Bookkeeping
Accounting
Business Consulting
Payroll
Tax Preparation
Tax Planning
Small Businesses
Individual Taxpayers
QuickBooks
Remote Services

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

Bookkeeping
Accounting
Business Consulting
Payroll
Tax Preparation
Tax Planning
Small Businesses
Individual Taxpayers
QuickBooks
Remote Services

Contact Information

Address

333 University Ave suit 200

Sacramento, California 95825

Visit Website Call Now Get Directions

Hours

Sunday Closed
Monday 9:30AM-5:30PM
Tuesday 9:30AM-5:30PM
Wednesday 9:30AM-5:30PM
Thursday 9:30AM-5:30PM
Friday 9:30AM-5:30PM
Saturday Closed

Customer Reviews

Mr.Daniel took me on as a client. with late taxes and helped me get back on track. since we have been with him he has been very supportive and willing to answer our questions we have in a very friendly manner. After giving Ken Jr the news of having to close our business he has been very supportive and treats us just the same as before. And still willing to go above and beyond for us! we have been using K.B. Daniel and company for about 5 years now and have been very happy with the service received.

I started my own business a couple years ago, and now that its growing my wife recommended I talk to someone. Luckily I found Daniel & company who was able to answer all my questions. If you're starting a business, I highly recommend you speak with Ken Daniel. And it was FREE!

The team at K.B. Daniel did a fantastic job on our taxes. We have complicated returns, but everything was completed quickly, accurately, and at a fair price. The web based system for sending and receiving messages and files makes everything super easy. We will be coming back next year.

Ken Jr. and the entire team were extremely helpful in assisting with filing my taxes. They were very communicative and transparent throughout the entire process. I was extremely impressed with their online portal; it proved to be well organized and user friendly. I recieved excellent advice on how to decrease my tax liability and Ken Jr. managed to save me even more than I originally thought. I highly recommend using their services if you need assistance with more than just basic tax filings. Thanks again!

I called KB Daniel Company and was able to get a consultation the next day. When I spoke with Ken, Sr. regarding my issue he was very knowledgeable and explained things in a way that was easy to understand. He had a recommended plan of action, but also gave me options and listened to my concerns. Overall, a very pleasant experience.

I had the pleasure of speaking with Mr. Ken Daniel Sr. regarding a tax planning issue I was facing. Time was of the essence, and K.B Daniel and Company did not disappoint. I was able to speak with Mr. Daniel with a day for a phone consultation, which was free. I feel much more comfortable with my tax related decision and will be hiring this company for my future tax needs. Thank you for the great service!

I hired Mr. Daniels and Company to prep my 2021 taxes. I paid my deposit and downloaded all the information the first week of March. I emailed the company on 3/28 for an update and got a response the next day stating someone would contact me. I emailed again on 4/4 and 4/7 asking for an update. Mr. Daniels personally called me on 4/7 stating he would have the taxes done that day. I still hadn't received any notification of my taxes being prepped, so I emailed again on 4/12. By 4/16, I still hadn't received

We signed up with this company recently, and paid even more than he asked to get started. They were unresponsive to multiple emails and texts asking if any taxes were due. Turns out we had a tax return due while waiting on a response from them. We ended up having to do it ourselves. Poor service and communication. Update: His assistant Kalisha tried to threaten us for posting our honest experience by threatening to call their lawyer. Also the assistant has it wrong, because we didn't receive any communicat

For over 20 years I have had my taxes prepared by Kennith Daniel. He is a very ethical and knowledgeable professional. Kennith knows his stuff! I'm highly pleased as he has saved me thousands of dollars with his tax planning and consultation services. Kennith can be trusted with your taxes, accounting and bookkeeping business and personal needs.

Tax Season is known to be a pain, but at K. B. Daniel Company it's the complete opposite! I have been doing my taxes with this company for years and have enjoyed each experience. With their new website everything is quick and easy. The service is exceptional, every question I've had is answered in a timely matter and I don't have to hassle them. Definitely would recommend them to everyone!

Ken has been preparing my taxes for over 6 years. He is knowledgeable, conscientious, always available for questions or advise, trustworthy, and fast. I highly recommend Ken and his team!

I had my free consultation yesterday with Ken, it went very well. I am a new business owner and have no idea what I need to do to prepare myself. He is very knowledgeable and gave me alot of great information! When I am ready to do my taxes I will be going back to see Ken.

We have utilized Mr. Daniel's company for our accounting services for many years and we have been very pleased with their transparency, professionalism and excellent customer service. We highly recommend them for any tax or accounting needs!

Professional and quick. Able to help navigate and answer your tax questions. Ken was fantastic and I really can't recommend them enough.

Thank you for your assisting with filing taxes for my business

K.B. Daniel is excellent at understanding what their clients need and require. I can always rely on professional and helpful service and that?s why I choose to come back year after year!

Ive been getting my taxes done with ken since i was 18 and im 38 now hes also my dads tax guy so hes like family..i have never experienced a more friendly more organized professional co ever they make u feel comfortable and always make time for you and ur needs and any questions and concerns you may have.i highly trust them and wuld recommend them to anybody whos looking for a quality top rated professional to do your taxes i would never go anywere else

They were an efficient and patient team! I will be returning!!!

Professional fast efficient he did my taxes last year and he'll be doing them again this year

would not use again.

I was very pleased with the tax advice received during my meeting to plan for the upcoming tax year. I needed help understanding what options would be best to avoid owing during tax season. They provided clear guidance for my situation. I plan to follow up with them and also recommend their services.

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.