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Kimberly Perry CPA

Kimberly Perry CPA

Reviews Summary

The consensus is overwhelmingly positive, with most reviewers praising the team's professionalism, expertise, and friendly service. Many highlight their deep knowledge of tax laws, responsiveness, and long-term reliability, often spanning years or decades. Clients appreciate the personalized, family-like approach and trust them for both business and personal accounting needs. A single negative review mentions frustration with communication and limited services for tax-only clients, but this is an exception among the glowing feedback. The team is consistently recommended for their efficiency, clarity, and comprehensive support.

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

39899 Balentine Dr STE 325

Newark, California 94560

Visit Website Call Now Get Directions

Hours

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

Customer Reviews

Kimberly Perry, CPA and her team are highly professional and provided relevant experience and the technical proficiency exceeding our expectations. Her clear communication, responsiveness, accessibility, transparency, and demeanor gave us the comfort level and confidence we needed. We have such gratitude for her integrity, structured approach, objectivity, and due care. Not only were our tax returns completed timely, her financial planning strategies and tactics are impressive. Her and her team understands

Kim has been truly a major partner is my business success, from help with the IRS to keeping me updated with new laws Thanks Kim and staff Keith Greene

Kim and her staff have been assisting us with accounting services, including payroll and tax prep, for over a year now. They are knowledgeable, responsive, and very friendly. Robin is now overseeing our account and the service/ support continues to be excellent. Outsourcing these responsibilities to Kim's office has proven to be a great move for our company. Successfully partnering with another local small business is the icing on the cake. I highly recommend the entire team for your accounting needs.

Kim might be great to work with, but between Kim and her assistant it took me three months of follow up and multiple blown off requests for a call for them to tell me ?we are not taking tax-only clients and hope you understood that? Go elsewhere unless you have extreme patience and want wealth management and tax advice. Waste of your time otherwise.

Kimberly is the best CPA anybody could ever want. I would not change her for nothing in the world she is simply "the best" She has always given us sound adviced in navigating the tax code. We feel very comfortable talking to her about our business and concerns. She helps manage our business very well, Kimberly and entire staff are very friendly as well they get out of their way to help me on all my needs. They are very professional on everything they do. I strongly recommend her.

Not only is she our CPA but feel like we are part of the family. Honest and straight to the point. Kim has been working with keeping our business in line for over 12 years. She knows the tax laws and highly recommend her. Keep up the great work!

20 years ago I was referred to Kim and Joann to go to a IRS audit on my behalf, they did a fabulous job and I new at that point that I had found the perfect CPA for my business! Kim and her staff have done a great job taking care of my books and preparing my taxes, I would highly recommend them for your accounting needs.

Kim is an extremely well qualified CPA who takes care of my tax preparation for more than 15 years. I am deeply satisfied and highly recommend her to anyone who wants to have a very professional approach in solving various financial problems. ?

Most professional and best CPA and Staff anywhere. Have helped us out for over 10 years, is a businesses best friend especially with complicated bookkeeping an tax issues. Always has the answer, we travel over 150 miles just to have Kim handle all of our needs

We've been clients of Kim and Joann for many years and have appreciated the skill and expertise they've shown in helping us through the tax ordeal. Every year after our appointment, we always breathe a big sigh of relief that it's over for another year and we can leave in their hands to figure it out.

Very professional and her advice was very good.

Kimberly and her staff are efficient and polite. They have taken care of all our tax needs. Most importantly, Kimberly is up to date with the tax law changes keeping us on track. Highly recommended!!!

I have been going to Kimberly for many years. Taxes can be very stressful, but Kimberly always makes me feel comfortable and confident. I would highly recommend Kimberly. Five stars

Kim and her office have done a very good job with my bookkeeping and taxes for many years. I would highly recommend her.

Excellent professional and knowledgeable team for all of your accounting needs. We have been a customer of Kim?s for years and we cannot be more satisfied with the service we receive. Thanks very much

Amazing team meeting all your personal and business needs! Thank you Kim, Barbie, Robin and the whole staff, for all you do for us!!!

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.

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