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Magnum CPA PC

Magnum CPA PC

Reviews Summary

Clients consistently praise the exceptional service, expertise, and professionalism of this accounting team. They highlight clear explanations, stress-free tax preparation, and valuable financial advice. Many appreciate the team's responsiveness, attention to detail, and ability to resolve complex tax issues. The firm is commended for saving clients money, offering year-round support, and providing insightful investment strategies. Clients feel well-supported, especially during business setup and tax optimization, and highly recommend their services for both personal and business needs.

About This Listing

Bookkeeping
Business Consulting
Payroll
CFO Services
Tax Preparation
Tax Planning
IRS Representation
Sales Tax Compliance
Entity Structuring
Budgeting
Forecasting
Financial Advisory
Estate and Trust Tax
International Tax
Mergers and Acquisitions
Virtual CFO
Small Businesses
Mid-size Businesses
High-net-worth Individuals
Startups
Individual Taxpayers
Real Estate
QuickBooks
Xero
Multi-state Experience
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
Business Consulting
Payroll
CFO Services
Tax Preparation
Tax Planning
IRS Representation
Sales Tax Compliance
Entity Structuring
Budgeting
Forecasting
Financial Advisory
Estate and Trust Tax
International Tax
Mergers and Acquisitions
Virtual CFO
Small Businesses
Mid-size Businesses
High-net-worth Individuals
Startups
Individual Taxpayers
Real Estate
QuickBooks
Xero
Multi-state Experience
Remote Services

Contact Information

Address

907 Green Moss Dr

Sacramento, California 95831

Visit Website Call Now Get Directions

Hours

Sunday 2-6PM
Monday 9AM-7PM
Tuesday 9AM-7PM
Wednesday 9AM-7PM
Thursday 9AM-7PM
Friday 9AM-7PM
Saturday 2-6PM

Customer Reviews

Magnum CPA has been great. I went with Magnum CPA because I wanted my taxes over looked from a previous company that did my taxes. Max and Bobby found some things that weren't filed properly from the previous tax company and were able to get me the correct tax return both federal and state. They are an amazing team to work with. Max was able to answer my questions with giving me a call and helping me understand any questions I had with my taxes. I would definitely recommend Magnum CPA if you want your taxes

A big thank you to Max as he professionally handled my business and personal taxes with expert care. He did so well that I decided to ask him to continue our relationship by consulting and educating me on how to set up my LLC and to discuss all the tax saving strategies involved. Max also provides excellent investing education and advice! I highly recommend Max of Magnum CPA PC!

Max and his team have been so helpful! I had our taxes in a mess and have recently started a new business. They have gotten my mess cleaned up without me feeling judged or inadequate. Now we are getting my business incorporated and set up for success. I appreciate the team at Magnum CPA!

One of the best decisions I ever made was to call Max. I've had struggles preparing our taxes over the years, so I decided to finally look for a professional. That search lead me to Magnum CPA PC. Max and Bobby instantly put me at ease with their down-to-earth, friendly nature. They made it all so easy. This was the least stressful tax season in memory hands down.. the reasonable fee was money well spent. Max is a pretty interesting guy too, who was graciously giving of his time. If you have never called a

I?ve worked with Max for several years and man, I?m glad I found him! In my first year working with him, he helped me form an S-corp and saved me more than I can disclose here. I?ve enjoyed working with him and his team, and now we actually collaborate on videos and brainstorm on how we can improve our businesses. I?ve also met other clients of Max who have nothing but great things to say. The guy truly keeps his client?s best interests at heart.

Accolade's to Max of Magnum CPA PC! As a retired teacher of thirty years, I have had my share of presentations, seminars,etc.. To my surprise, I was very impressed with his" introduction to finances". As a complete novice to investment strategies, in sixty plus minutes I gained a wealth of knowledge. If you are seeking help in the complex world of maximizing your financial potential, I strongly recommend his services!!!

????? I can?t recommend Max enough! He and the entire team are incredibly knowledgeable, professional, and always go above and beyond to provide top-notch service. They take the time to explain everything in detail, ensuring I understand my financial situation and make the best decisions. Their responsiveness and attention to detail make tax season stress-free, and their year-round support is invaluable. If you?re looking for a trustworthy and efficient accounting team, look no further!

I had a question about amending our taxes return to lower student loan payments, called back promptly and offered helpful advice through free consultation.

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.