*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.*
5246 Pirrone Ct Ste D
Salida, California 95368
Great customer service! Never had a problem with any of the agents at this office. Angela has always been especially helpful anytime I've had questions regarding my policy. They definitely care about providing their customers with the best service.
I recently switched my insurance from Farmers to State Farm after facing high premiums and financial strain. From the first interaction with my State Farm representative, I was impressed by their professionalism and thoroughness. They took the time to explain my options clearly, answered all my questions, and helped me understand the benefits of making the switch. The process was seamless, and I was able to transition without any complications. Within months, I was able to recommend State Farm to my relati
Michael and his team are very knowledgeable, detailed oriented, and take the time to explain the policies. It is very important to understand the type of policy and coverage you are getting. They have a dedicated team member that speaks Spanish. Marianna is effective at communicating in Spanish and has helped my MIL (who mainly in Spanish) understand her coverage. I'm happy with their services and the different policies they offer.
Really appreciate the help from Marianna Rodriguez and Michael Affholter at this State Farm location. Marianna was very helpful and provided me with great quote for auto insurance. Her knowledge helped me get a quote that was best for our family. I highly recommend this office and ask for Marianna, she will definitely give you great advice and a great quote!
Marianna is the best! Definitely recommend her. She helped get the best pricing for my car insurance and also for my life insurance. She follows up and makes sure that the plan fits yours needs. Thank you so much Marianna!
I purchased my first home, and I now have State Farm for home and auto. Thanks to Marianna for being so helpful and knowledgeable. I am raking in the savings. That you to the team at State Farm.
Angela is always a pleasure to work with. I've been a customer for 10+ years and I have no plans on leaving. They provide the best rates and they have the best customer service! Thank you Angela, you are a part of the reason we have stayed with State Farm all these years!
I have been extremely happy with Michael and the rest of his office. I've had auto insurance with them since I started driving, and also renters insurance and home owners insurance. They have been quick, responsive, and extremely helpful. I had some trouble with an auto claim, and as soon as I texted Michael he was able to help me and get me an answer as soon as he could. I highly recommend him and his office!
I purchased a new ATV and I discovered how high the premium was with Progressive until I contacted Mike Affholter Office. The call got picked up by Angela. Not only have I got a good competitive rate, but also I ended up adding my business insurance. Having a professional agent like Angela will make things extremely easy. Seriously, all it took me was one phone call, smooth transition and I was made aware of all my options, was offered to pay the whole premium or make payments. As a business owner I do appr
MARIANNA was great ??.Not only did I get my insurance need met (at discount) she also introduced the idea of life insurance which I had been contemplating recently. One stop shop!!
My personal experiences working with Michael have been great. I have home owners and motorcycle insurance with State Farm and in the past year I needed help filing a homeowners insurance claim. Having never done it before, I contacted Michael and he walked me through the entire process. Made it simple and painless for me. Can't thank him enough. Honesty and integrity are becoming very rare traits these days, especially in the business world, but Michael has both and he has earned my loyalty.
I just want to say how much I enjoy working with Mike and Angela. Mike is very helpful and has gone out of his way for my family before, which is much appreciated. Angela is amazing always answering all my questions and quick to respond to an email or a last-minute phone calls. I have nothing bad to say about this office and its staff, keep up the great work.
I have been a customer of Mike Affholter for over 10 years. I couldn't be happier! The level of customer service that I receive from He and Angela is top notch. Couple that with State Farm's rock solid coverage and you have an insurance solution that is the best value around. I am a customer for life!
Angela has always been willing to help, answer my questions and give me examples of what would work the best. For this reason I am a client for life
Very knowledgeable and friendly local office! I live in Salida and was recommended by my boss. The staff is great! They helped me find the best coverage and had great customer service! I'm definitely going to be referring them to others as well!
I've had State Farm insurance for over a decade now. Great rates by great people. Recently I had lost my auto insurance cab-card and needed a copy of my life insurance policy. Melissa Alves answered the phone quickly and went the extra mile to make sure I had an email copy of both while I waited for the official documents to ship from their headquarters. A+ fast and friendly service. Highly recommended.
I've been with Mike Affholter and staff for over 10 + years...he, Angela, and staff have always been professional, friendly, and confidential. Always quick to respond via phone, text, or email. They provide the best coverage you need and try to work within the client?s financial needs. Always happy to refer their office!
Needed to get a new insurance policy for my brand new car in order to drive it off the lot. I called Ms. Rodriguez and she was able to set me up with the new policy and proof of insurance in time to drive my new car home. Appreciate the professionalism. Like the commercial says "like a good neighbor, state farm is there". Thanks
Marianna Rodriguez went above and beyond to resolve my car's insurance issue quickly and efficiently. Thanks again Marianna.
Always on top of getting us COI's quickly so our company can close on time and thrive. I appreciate Michael and the entire team there. Top notch!
Been to many other insurance offices and when I reached out to this office they helped me out right away. Extremely helpful and made sure all my questions were answered. Thank you to everyone at the office and I will keep recommending them to everyone
Amazing personality and amazing customer service!! One of the best!! Thank you Marianna ??
Great agency to work with! All of my insurance needs are serviced by them! Even special event insurance! Thank you Michael and Angela! Definitely recommend to everyone!
I've had insurance with them since I was 18, im 31 now. Lol They are some of the most friendly, informative, caring people! My dad has also had them for YEARS! 10/10
This is the best Statefarm in the Central Valley. I have lived in Modesto and Salida and Oakdale. This office is the most competitive office and the most friendly. Five starts by far !!!!!!????
This by far is the best branch I have had an amazing experience everytime I call it's like sp waking to a friend or family and they are always helpful with amazing advice and insight and there super fast at getting things done I've been here for over 2 year and have wished I found them sooner
I purchased renters insurance from here and there prices are very affordable. I definitely recommend purchasing insurance from them. Not to mention the staff is very friendly and welcoming.
I have been with Michaels office for almost 8 years. Everyone there is very knowledgeable and friendly. Thank you for all the help!
Very kind, great customer service, goes above and beyond. Any questions I have they give me a quick response back.
Highly recommend this office. Sweet and helpful staff. Mariana is such a sweetheart.
very helpful, and the process was easy
I recently got Life Insurance with State Farm. Melissa made it really easy and was very informative. I highly recommend.
Long time customer and have always had an AMAZING experience with customer service.
Angela is outstanding and always goes above and beyond to help customers!
Super friendly and love their personalities and involved in your experience with them and love it!
Very responsive, great customer service, everyone is friendly and helpful.
Always willing to go above and beyond to help in whatever changes we have in our lives.
Been with this Agent & Staff for 12 years now. Great service.
Excellent service and staff and great value. Very responsive.
Private personal & very professional
Very helpful and nice
(Translated by Google) Good company (Original) Buena compania
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.