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Lilani Wealth Management

Lilani Wealth Management

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

1624 Santa Clara Dr Suite 160

Roseville, California 95661

Visit Website Call Now Get Directions

Hours

Sunday Closed
Monday 8:30AM-5PM
Tuesday 8:30AM-5PM
Wednesday 8:30AM-5PM
Thursday 8:30AM-5PM
Friday 8:30AM-5PM
Saturday Closed

Customer Reviews

I became familiar with Lilani Wealth Management, and Rashida a couple of years ago. She is diligent and tirelessly makes sure everything is done properly. She takes great pains to make sure she has the proper staff to service her clients in the most professional manner and is personally involved in every step of the process.

We have been clients of Rashida for 17 years and could not be more pleased with the investment results we have enjoyed in that time! We appreciate how responsive Rashida and her staff are to our needs. Rashida has been patient and so effective in dealing with our different styles: Val the gambler and me the cautious one. We have wound up with a balanced portfolio that produces steady gains while being environmentally conscious. We recommend Rashida's office to anyone who wants expertise and excellent servic

Rashida and her staff are caring, respectful and professional. We became clients about 10 yrs. ago. We?ve always received the best professional advice to fit our specific needs. I recommend this firm to anyone who will listen.

My husband and I have had the pleasure of working with Rashida and her team for several years now, and we couldn't be more pleased. They have taken our financial planning to a whole new level. They are proactive, consistent, precise, and continue to guide us in a direction for financial success for now and for our retirement years. We feel very heard during our in person meetings with Rashida where she is very patient, and generous with her time. We look forward to our continued relationship with Lilani

I?ve worked at several firms prior to joining as Operations Manager at Lilani Wealth Management and I?ve witnessed firsthand how it is to work with Rashida Lilani. She?s simply exceptional. I engage with clients on a regular basis, and it?s clear that they enjoy working with us: with her deep breadth of experience and her continuing thirst and interest in acquiring more knowledge (study groups and serving on associations and panels), she brings all that wealth back to her clients. Her goals are your go

Rashida and her dedicated staff are very professional and extremely knowledgeable. They are exceptionally quick to respond to any of our financial questions or concerns. We enjoy our quarterly meetings to not only review our current financial status but also the macro/micro-economic conditions and how those conditions may impact our future investments. We are very fortunate to have Rashida and her staff working on our behalf.

Rashida & her team are most dedicated and professional! They are quick to share their insights & to thoughtfully question us re: our goals. Each time we meet we feel that we learn new things to consider. We appreciate that she always encourages our questions. We feel fortunate to have the guidance that she brings to each of our meetings.

Rashida Lilani has been a personal friend for many years, and due to our many conversations, I have transferred my accounts to her firm. I am pleased with the personal service provided by her company and the benefit of having's my goals discussed to enable me to live a comfortable life on my investments. Rashida is honest, compassionate, and very knowledgeable and will take the time to explain situations to you. I would recommend Rashida as an investment advisor without hesitation. Barbara Richards

Rashida and her team at Lilani Wealth Management are dedicated professionals who genuinely prioritize their clients' needs.

My wife and I have been working with Rashida Lilani and her wonderful staff since she was recommended to us by our long time financial advisor Mark Thompson, who retired about three years ago. We immediately knew that Rashida was the right choice for us and it felt like we had been working with her for many years and we knew that our financial needs and goals were in good hands. Rashida and her staff have always been available whenever we have questions or need advise and we could not recommend Lilani Wea

Rashida has been my financial advisor for over 10 years from when I was single and just starting out to now with a home and family. She and her team always take the time to understand our goals and gently guide us without pushing their own agenda. When we wanted to start moving over to ESG investing models, her team provided the pros and cons before supporting our transition and making it as painless as possible. I always feel like I'm being heard and that I'm being given advice that is customized for me an

Rashida has been my financial advisor for over 8 years. I trust her implicitly with my investments. Not only is she a consummate professional but a kind, compassionate and caring person, as well. She is the best of the best!

I am acting in the capacity of POA and both Rashida and Cindy are exceptionally professional and quick to respond to the needs of my relative, who has been with them for years. I highly recommend them as fiduciaries for everyone, you won't be disappointed!

From the very beginning, I have been impressed with the financial guidance, professionalism, and oversight that I have received from Rashida and her team; I know that I am in good hands.

I've been working with LWM for many years now and continue to be impressed with the level of care their practice provides me with. Rashida and her staff go out of their way to ensure my financial goals are on track or being met, and I have the utmost confidence in their fiduciary responsibility to do what's best for me per my financial plan.

I am so glad I have Lilani Wealth Management taking care of my finances. They are always caring and understanding. I would be lost without them.

We couldn?t be happier with our investments. Love Lilani Wealth Management!

Great Team. Went above and beyond to handle my short notice request. Thank you. A+++

very responsive, understands my attitudes

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.