Back to Directory
Monolith Financial Group

Monolith Financial Group

Reviews Summary

Customers consistently praise Monolith Financial for their professionalism, trustworthiness, and personalized service. Many highlight the team's patience, clear explanations, and family-like atmosphere. Reviews emphasize strong financial performance, with clients noting peace of mind and growth in their investments. The advisors are commended for their ethical approach, responsiveness, and dedication to understanding each client's unique needs. A few mention exceptional long-term results, with nearly doubled investments over years. The rare 4-star review still expresses high satisfaction, underscoring thorough communication. Overall, Monolith is seen as a reliable partner for retirement planning and financial security.

About This Listing

Business Consulting
Tax Planning
Financial Advisory
Estate and Trust Tax
High-net-worth Individuals
Individual Taxpayers
Risk Management

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

Business Consulting
Tax Planning
Financial Advisory
Estate and Trust Tax
High-net-worth Individuals
Individual Taxpayers
Risk Management

Contact Information

Address

3000 Lava Ridge Ct STE 120

Roseville, California 95661

Visit Website Call Now Get Directions

Hours

Sunday Closed
Monday 9AM-4PM
Tuesday 9AM-4PM
Wednesday 9AM-4PM
Thursday 9AM-4PM
Friday Closed
Saturday Closed

Customer Reviews

Love Camille & Jeff's friendly demeanor and atmosphere. Both very professional & make my husband and I feel special and appreciated. I love watching Jeff & Camille work together as a professional team in addition to the evident affection between father-daughter. They always encourage questions and are ready to explain in various ways to assure we understand. I trust Monolith to help me reach the best decisions for my needs & the needs of my family as recently my medical/health future has changed with a ra

I immediately felt so welcome and comfortable with Monolith discussing my future financial plans. I am so appreciative of the advice and knowledge they provided. Camille and Jeff were so responsive and trustworthy. I highly recommend this company as they put so much time and effort into each client!

Monolith has been advising us on our financial affairs for many years. We appreciate the time and detail Jeff and Camille provide to ensure our financial security. The Monolith team is very friendly, professional, and easy to work with. We are very grateful for their services.

We are extremely happy with Monolith Financial. We have had other advisors, but Jeff and his associates fully explain and confirm that we understand everything before any attempt to ask for a commitment. Thank you Monolith Financial. Sincerely William and Betty B.

Have had Monolith Financial as our financial planner for about 13 years. It is a family business that cares about your retirement. They make you feel like you are part of their family. They take the time to explain how they invest your money to get you the best return, and to make sure what your investment comfort level is. They don't just take your money and invest it until they are sure you are happy and understand the plan for your money that you help create.

Jeff and Camille are great to work. They have helped us tremendously over the years. We are lucky to have found them for handling our retirement. I highly recommend Monolith Financial Group.

I highly recommend Monolith Financial to those seeking financial understanding and success. Jeff and Camille and the entire staff are knowledgeable and patient,, and very effective in helping define and meet personal financial goals. I have wonderful financial peace of mind with their guidance and direction.

We met Jeff Mitchell in 2005 at a presentation of his Monolith Group. We were really taken with him and what he had to say. It took some convincing for me to invest all of my money with him, but I am glad I did (I was afraid of loosing it). He told us that we would not loose any money, only make money. Where can you find a deal like that? Since 2005 I have almost doubled my money! Thank you Jeff, of Monolith Financial Group, for investing my money and taking care of it for me.

Our experience with Monolith Financial has been one of Trustful and exemplifying experience, Jeff has given his time and experience in every instance we have needed, and we can honestly say he has been the most Trustworthy in everything.

OMG, if you are looking for someone that can "Think Our Side of The Box" with your investments, look no further. Jeff & Camille along with their team, will find you the right investment for YOU!! Talk to them and see if they are a good fit for you. We LOVE them and how they have handled our "nest egg".

I've been with Monolith for a few years now. Their performance in the market has been excellent. They always respond to my concerns. It is a family owned and operated business and they care!

Safe Place to park your retirement best egg. Has some protected annuities thay can increase but not decrease with stock/real estate markets. (limited withdrals per year though.) Several other approaches to investing geared towards income & long term security. Family operated. Been a satisfied client seven years, I sleep well knowing my future years are secure.

Jeff and his team are a highly ethical team, passionate about doing the right thing for their clients. I've know them for 15 years and feel confident in the planning they do.

Jeff listens, gives professional, knowledgeable advice, follows through, and builds our portfolio, giving us peace of mind while we are enjoying life in retirement.

The staff is not only responsive, they are very personable and caring. I always ask "just one more question" and they always treat me as tho they have nobody else to take care of and all the time in the world to address my concerns.

Jeff Mitchell and company are true professionals in every sense of the word. Trust your finances with them!

Excellent service - Jeff and his staff are ready anytime you have questions and will give you the information needed pretty quickly

So helpful with our finances!

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.

Skip to main Home Best CPA's Nearby Upgrade your plans English Avatar for Nico Bottema Welcome, Nico Bottema! Share Install the tag on your site to get access to all features, tools and the insights you need. It's fast and easy. Site ID: 6455700 Get started with the tag installation 1 Copy this code. 1 2 3 4 5 6 7 8 9 10 11 Copy code 2 Paste the code into the of every page where you want to track user behavior or collect feedback. 3 To make sure everything is ready, verify that your code was installed. Verify installation OTHER WAYS TO INSTALL Install with a team member’s help Install on a platform Install with a npm package Explore the demo Take a tour of the product with realistic data to explore. Explore demo site Common questions View all Course How do I install the tag? Collect session data for replays, heatmaps, and on-site surveys by installing a unique tag on your site. Ready to add it? Follow the instructions in this 15-minute course. Article How do I know if the tag is installed correctly? Article Will the tag slow down my site? Suggested for you Enable 2FA now Two-factor authentication (2FA) adds an additional layer of security to your account. Popular shortcuts title Feedback button Capture feedback in the wild by letting users share it at any point title Set up a Net Promoter Score® survey Measure long-term customer loyalty and happiness the tried-and-tested way. title Exit-intent survey Capture feedback before visitors leave and reduce your bounce rate Get started Interviews (new) Get real time feedback at critical times, thanks to easy, in-depth recruitment and analysis. Create project Finish your installation Surveys Feedback button Dashboard Invite team members Integrations