Back to Directory
MoneyWise With Marybeth Fiduciary Services

MoneyWise With Marybeth Fiduciary Services

Reviews Summary

Marybeth Kavanagh is highly praised for her expertise in fiduciary services, Medicare, Social Security, and financial planning. Clients consistently highlight her professionalism, organization, and clear communication. She is commended for treating clients with respect and dignity, making complex decisions understandable, and providing meticulous record-keeping. Many appreciate her patience, transparency, and personal approach, noting she goes above expectations. Her ability to alleviate stress during difficult times, such as estate management or loss of a loved one, is frequently mentioned. Overall, she is regarded as a trustworthy, knowledgeable, and compassionate financial advisor.

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

HHWG+J4, 1900 Point W Way STE 102

Sacramento, California 95815

Visit Website Call Now Get Directions

Hours

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

Customer Reviews

Marybeth Kavanagh came on board as my brother's fiduciary when he became unable to manage his own finances. She later served as trustee of his trust and saved we, the family, many stresses and grey hairs. She communicated well through every step and consulted us about decisions she was needing to make. She kept detailed and clear records and accounts were impeccable. I would recommend her to anyone looking for a skilled and honest financial assistant. I am preparing to name her as trustee of my own tr

We were so excited to meet Marybeth who has ALL the experience needed to help our elderly friend through hard times. Her knowledge of Medicare, Social Security, tax law, and wise financial safeguards protected and enhanced his retirement. But more than this, she treated him with respect and dignity and was able to explain things carefully so he fully understood the decisions he needed to make. I enthusiastically recommend her services!

I was introduced to Marybeth through a family friend when I was going through a tough time dealing with the loss of a loved one and dealing with the complicated documentation which proceeds after losing someone. Marybeth is Knowledgeable, Organized, Punctual, Professional and All around an excellent human being. I highly recommend her and her services.

Marybeth has my highest recommendation. She truly cares about her clients! She?s very organized with her trust and probate administration and ensures the beneficiaries? happiness!

Marybeth is so professional and helpful. I did my own trust and POA and she was very patient with me as I worked through the details and paperwork and gave good suggestions that would make things clearer and easier for her to execute her role should the time come. Very personable and transparent fiduciary.

MoneyWise with Marybeth I have had the professional pleasure of working with Marybeth Kavanagh. as she has provided fiduciary and support services for several years to a dear friend who is in his mid-80s. Her cultivation of an ethical relationship of trust with my friend, as well as others in his small social sphere, is well practiced as she has prudently assisted to care for his assets, and overall wellbeing. I and another friend who has assumed power to act as his legal agent were impressed early on with

Marybeth Kavanagh's services exceeded my expectations. She is patient and her consultation demonstrated a clear understanding of my needs. I highly recommend her.

Marybeth was instrumental in helping my father manage his finances and set him up for success during retirement. It's hard to imagine being able to be where we are today without her.

Mary Beth is so sweet and knowledgeable. I?ve really enjoyed getting to know her.

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.