Mora Chapman CPAs

Mora Chapman CPAs

About This Listing

Bookkeeping
Financial Statements
Tax Preparation
Tax Planning
Sales Tax Compliance
Small Businesses
Individual Taxpayers
Real Estate
Construction
Professional Services
QuickBooks
Multi-state Experience
Remote Services
Years of Practice
CPA License
In-person Support

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
Financial Statements
Tax Preparation
Tax Planning
Sales Tax Compliance
Small Businesses
Individual Taxpayers
Real Estate
Construction
Professional Services
QuickBooks
Multi-state Experience
Remote Services
Years of Practice
CPA License
In-person Support

Contact Information

Address

9256 Madison Ave

Orangevale, California 95662

Customer Reviews

We have worked with MoraChapman for several years and even though we have moved out of state we continue to use their service for our taxes. They are efficient, knowledgeable of the state's tax laws and prompt turn around. Allison and Serene have always been prompt in returning our phone calls and emails when we have questions. We also love the client portal. Highly recommend MoraChapman for all your tax services.

Alison is wonderful - we trust her implicitly. When we first started working with her, she cleaned up what we called our ?disaster tax years? from a previous EA who shouldn?t be in the business, and finally got us into good shape with our personal taxes and my business taxes. I?m so grateful I don?t have to know tax language for my S Corp and can let her do the heavy lifting. Sarene does my book keeping and keeps me on track. I recommend them to all my clients and friends!

I highly recommend Alison Mora and Mora Chapman for their exceptional tax services. Alison?s expertise, attention to detail, and personalized approach made the entire process seamless and stress free. Her professionalism, responsiveness, and deep knowledge of tax laws truly set her apart. If you're looking for a trustworthy and skilled tax accountant, Alison is the one to call!

We had to wait for a late 1099 and once we submitted it, Allison finished our return expeditiously which we appreciated. Serene very nice in office and they are both very helpful with questions regarding tax returns. Happy with their service!

My husband recently passed, and this was the first time I?ve had to do taxes in 35 years. Alison held my hand and guided me through this process and made it as painless as possible. She answered every question I had with patience, kindness and professionalism. I could not recommend her more

My return was complicated and some of my investments took forever to send me their K-1 forms. Alison handled everything I needed and got my returns done on time. She saved me a lot on my taxes and I am happy. Would recommend them to anyone

Mora Chapman has been my elderly mom's CPA for many years and as mom aged, Mora worked with me to get mom's complicated filing done timely for the past several years.. Mora has answered all my questions with a great deal of patience. Her staff has also responded timely to all my emails and phone calls. I am not a "techy" person and could not complete the online forms, but they still accepted my old fashioned paper reports of the documents used to file mom's taxes.

Mora Chapman helped us to organize our finances and plan ahead so that tax season was easy and surprise free. We have been working with Mora Chapman for a couple of years now and I will never go back to sweating whether or not I am doing my taxes right. They will work with you to understand your finances and help you to always be prepared.

The team at Mora Chapman is exceptional! Their expertise and professionalism greatly simplified my taxes, saving me money with incredible precision and strategic insight. Highly recommended for anyone seeking top-tier, customer-focused tax preparation that goes above and beyond.

Alison and Sarene have handled our business and personal taxes for several years now. They have been instrumental in improving our planning for taxes and budgeting. They make it easy for us to understand and adapt. We highly recommend them. McKiernan Realty Group/powered by RE/MAX.

This is to highly recommend Alison Mora and the Mora Chapman Certified Public Accountants. They have been doing our taxes for numerous years. They have done a superb job, highly professional and streamlined. They have answered all our questions with great professional expertise. We look forward to continuing to use their services for the years to come

Great team, very organized and thoughtful business owners. Also so close to home although we have utilized their services (including my Mother) since they opened up in Gold River several years ago. Thankful for Sarene and Alison! Welcome to our awesome community in Orangevale!

Mora Chapman CPAs have provided me tax support for several years, as my returns have become more complex. Most importantly, their service is precise, knowledgeable and professional. Their service is also personable and dependable. I would recommend their service to all

I have been having my taxes done by this team for over 10 years. Their customer service and attention detail are out of this world. They have gone above and beyond to not only provide timely returns for me and my mom, but also have moved to more technological and automated processes to make the experience even easier. Well done!

Mora Chappman takes the stress out of filing taxes. Our family has been using this firm since their beginning. Staff is always professional and very friendly. I will continue to work with them and gladly refer anyone I meet.

Had all the answers to my questions, and very efficiently took care of my taxes. Being able use their tax document member portal. Made the whole process so much easier this year. Have been my CPA service for last 10years. Nora Chapman thank you once again, for a worry-free tax year!

We have been working with Mora Chapman for several years now. Her office is always very pleasant to work with and tax preparation is always prompt and on time . If there are any questions about any part of your tax prep she is on the phone to discuss it and the understanding is mutual. BIt has been a few years now but Mora worked in helping with my husbands retirement. I would recommend Mora Chapmans tax and accounting office to anyone looking for that servic

Alison is amazing to work with. Very professional, great with communication, organized and has great attention to detail. Everything you'd want in a CPA. Highly recommend working with her. Made our taxes a breeze.

Mora Chapman CPAs are extremely easy to work with. They are very efficient and diligent when preparing our tax returns. Highly recommended their services.

We really appreciate the years of excellent work that Mora Chapman has done for us. They are efficient and friendly. And their new system implemented in 2025 saved me the trips to the office which was really convenient.

Mora Chapman CPAs did their usual superlative job for me. My 2024 tax return was especially challenging because of a variety of circumstances. Mora Chapman CPAs helped me through the entire thing, including the last minute amended 1099. Thank you so much for all of your help!

I have used Mora Chapman to do my taxes for many years. I find them to be knowledgeable and professional. They complete my taxes in a timely manner and my refund is returned quickly. Dolores Marinko

Have been doing our taxes with Mora for several years. She is fast, efficient and accurate. She is also friendly and open to answering any questions you might have. Reasonable fees as well.

Love this CPA's professionalism and knowledge of tax law. Additionally, the software they now use makes it very easy to upload documents, sign electronically, and get return docs in easy to store electronic format. Great upgrade, Mora Chapman CPAs!! ;-)

Have used Mora Chapman for about 5 years. Efficient, expert, and uses a well-designed customer portal for submitting tax inputs. Fair pricing. Wouldn't consider switching.

Mora Chapman is a topnotch CPA and has prepared my taxes for many years. I would highly recommend her to anyone looking for a highly skilled CPA.

I can?t say enough good things about Mora Chapman CPAs. They took me on in December 2024. I had an envelope for 2024 taxes and knew nothing about our finances. I now feel I am in good hands for the future.

Alison has been doing our taxes for many years. Always precise and very accurate. I would recommend Mora Chapman for personal and business. ????????

Wonderful people, very knowledgeable, very prompt, very easy to work with. They make taxes and bookkeeping as stress free as possible. Going on 5 years of business with them and many more to come!

Mora Chapman has done a great job for quite a number of years with my taxes. I own several rentals, and have some other income streams and they manage to keep everything copacetic.

Allison and Sarene are always ready to answer questions. I don't feel lost in getting my tax information together. Efficient, knowledgeable, and friendly.

My regular CPA retired a two years ago just before tax season, but not prior to introducing me to Mora Chapman CPAs. They have been exceptionally good in working on my returns. This year was really easy and quick! Cannot say enough good about these people as they know their stuff, and complete the documents quickly and thoroughly. I can easily recommend them as top performers! Wonderful people with full knowledge of taxes! Recommend them highest of high.

Weiler & Ass. LLC - Thorough, timely, and friendly - we are a loyal customer. And they have a candy dish at the Mora Chapman offices! We will be back next year and for advice as needed between now and then.

We have been a client for years and are very happy with their tax service and great customer service. They answer all our questions quickly and work with our specific needs. We highly recommend them.

Always easy to work with Allison Mora to get my taxes completed on time. Love the new e-process. Thank you!

I have been working with Mora Chapman CPAs for many years and continue to be incredibly impressed. So impressed, I have referred several friends and colleagues to Alison and Sarene. They truly take the time to make sure they understand the unique nuances of your tax situation and help you to strategize for future years. Both Alison and Sarene are professional, knowledgeable, accurate and expeditious, they are outstanding! I would highly recommend this firm!

Very quick and friendly service as always. tax documents are always so well organized and easy to follow up on. Which I thoroughly appreciate. Thanks for everything. Anne D

They are a professional team that has taken care of my needs for many years now - they practice open communication and have a convenient and streamlined online platform for keeping all documents organized.

I am writing this review with sincere gratitude and appreciation to Mora Chapman CPAs, for the exceptional service they have provided me, throughout the past seven (7) plus years. Allison has handled all my tax related matters skillfully and have always been the consummate professional. She is extremely knowledgeable and knows exactly how to assist. Both Allison and Sarene have great positive energy and always make clients feel relaxed and comfortable about being in good hands. I am particular appreciativ

Mora Chapman are professional, knowledgeable and diligent. They are also very nice! We highly recommend them!

I have used Mora Chapman since they bought Joe Horyza's business and have been very pleased with their service.

My husband and I have been with Mora and Serene for many years now. They?re great! Very organized. They mail out your packet at the beginning of the year to help get your tax docs in order. Always happy to help answer my questions with patience and knowledge. Super accommodating?I just drop our tax info off and they give me a call when it?s time to sign. They make doing taxes easy and painless!

Mora Chapman makes it quick and easy in filing your taxes. I've used them for several years and wouldn't consider using anyone else.

We have been using Mora Chapman for our taxes for a number of years now. Alison has always done a thorough job with our taxes, and has been responsive to any questions we had. Serene has also been extremely nice to work with and provides wonderful customer service. In short, we are happy with this office.

The staff accountants at Mora & Chapman provide excellent tax services. Alison and Sarene have prepared my taxes for several years. They capably handle every nuance of my returns, from stock sales to K-1 partnerships to IRAs to nursing home expenses. They prepare my tax returns in a timely manner, communicating their progress as they go, and answering my questions promptly. They are efficient and professional. I give them my highest recommendation.

We have been so pleased with the service provided at Mora-Chapman CPAs. Our questions are answered promptly and our returns processed efficiently and accompanied by information comparing the previous year's return and the current one. Each year in January we receive a preparation packet and are able to drop the packet and documentation off at the office. If I have a question I get prompt responses when I email the office. I understand others prefer a live appointment and the practice accommodates those

Alison has been preparing our taxes for years and we are very happy with the service she provides. She?s professional and very personable. Sarene is always cheerful and we enjoy her warm and friendly personality! They make the tax experience as pleasurable as possible!

Here is an email (copy and pasted), from Alison Mora Chapman to me on 3/27/23, ?I can?t read minds, and there is not enough time in the world to education my clients about every single deduction and credit that is available. You can seek assistance elsewhere for the amended 2021 tax return if you aren?t happy with my services or fees.? To hear from your CPA that she does not have the time to educate her clients? This is why we get a CPA! A CPA is supposed to be an expert who should ADVISE you on how to sa

I am not one to usually write a review of someone or their business. But I find this review is easy to write. I thought others should know about how easy it is to do business with Mora Chapman CPA?s. Alison Mora of Mora Chapman CPA?s is now my new CPA and it was one of the best decisions I have made in a long time. Alison and her partner, Sarene, upon taking over my accounting and bookkeeping made me feel very comfortable with the transition and their capabilities. Their review of my accounting processe

We are very happy with the service we receive with Alison and Sarene. Each January they send a packet of information to help us know what to collect and bring to the office so that our returns can be prepared. i can email questions and know that I will receive a timely reply. Our returns are prepared efficiently and are compared to those of the previous year. We highly recommend Mora Chapman.

My husband and I have worked with Alison for the past six years. She has been consistently prompt, clear and thorough and her responses to our accounting needs. When my previous accountant retired after serving my needs for 20 years she recommended Alison. What a tremendous help Alison has been as I went through the transition in my business to retirement and combined households with my husband who had rental property, a needs based trust, and other complicated accounting needs. Alison is not just our accou

We had used another tax preparer for over 15 years and found that after we moved over to Mora Chapman, they did an audit of our last five years of returns and discovered significant errors in our favor. We are very pleased with Mora Chapman CPA's, they are very professional, efficient, responsive and I have been recommending them to all my friends and family. Excellent Value.

We have been coming here for years. Their office is clean and modern. They are always professional, diligent and timely in preparing our taxes. The final paperwork is clear and neatly organized for us in a slick folder. And they always include an informative side-by-side tax return comparison with previous years. Good job, Mora Chapman CPAs!

I highly recommend Mora Chapman CPA's. i have been a client for 5 years and am completely confident with the advice, service and professionalism of this group. They take a personalized approach and are always in contact about any changes in laws or policy and how to navigate the ever-changing tax landscape at the federal and state level. They are responsive and timely in all their communication and have taken the time to get to know me and my priorities to deliver the best course of action to meet my fina

This is the second year Mora Chapman Certified Public Accountants have done our taxes and they are a pleasure to work with. Professional courteous, knowledgeable and always available. Alison & Sarene pride themselves on providing exceptional professional service and they do. We highly recommend Mora Chapman. Sincerely, Mark & Chris

Knowledgeable, professional, efficient and patient in answering questions. I highly recommend Ms Chapman.

I was very glad that we could meet. Your advice and personal help are much appreciated..Many Thanks Danielle

Alison and the team at Mora Chapman are simply outstanding. They are a highly professional, responsive, and organized accounting firm. I have been working with them for several years and continue to be impressed by their services.

This company rocks!!! They have managed all of our books and taxes for 7 years now. I honestly couldn't manage my business with out this team. Highly recommend Sarene and Alison, great people, great service and you'll get 100% honesty from them both. Looking forward to your help with our second business :)

Alison and Sarene answer our questions promptly and in ways that we can understand. Their turn around in preparing our taxes is quick which we greatly appreciate. They are friendly and fun and we always end up laughing with them when we are in their office. We would highly recommend Mora Chapman CPAs.

Mora Chapman CPAs have been doing our taxes for a number of years, they are always professional and very responsive. We especially appreciate their new portal and their tax planner, they make gathering our tax information much simpler.

Very professional service and excellent customer service. Very accommodating throughout calendar year especially preparing both state and federal taxes. Mora Chapman always provide rapid response to your financial/ tax inquires when needed.

Been using them for years. Prompt, accurate and friendly, can't ask for more.

Alison and her team are fantastic! She is extremely knowledgeable and responsive to our business and personal tax needs. Her communication is top notch and is great to work with. Highly recommend!

We engaged for bookkeeping services and made some progress along the way. Sarene was awesome and seemed helpful in the beginning. Mora showed up at our place of business with Sarene who was providing the bookkeeping services and was super rude and abrupt to the point of being almost demeaning. We shrugged it off and continued to pay for services as we needed the assistance. Billing always exceeded original proposed amounts and after several months of overbilling and difficulty gaining communications which h

I recently heard Alison Mota present at a meeting regarding taxation. I was highly impressed with her education, experience, and communication. She was a lot more personable than I expected from a CPA and I wouldn't hesitate to use her.

We moved our tax preparation to Mora Chapman, CPA about 5 years ago. We couldn't be happier! She does an excellent job.

Allison and Serene are both great to work with.

These two work together seamlessly..They get on it ,take care of it and it's all done and right ...No grass going under there feet...Tim

So responsive and very spot on! Highly recommend!

Easy to work with. Very responsive. Timely service. Takes the headache out of tax filing. Love the new online features. Good to see them thriving.

I try to structure my life and business so that I do not have to think too much about bookkeeping and taxes. Sarene and Alison make that possible.

My business has been using both the CPA and bookkeeping services. Always been very impressed, it?s reasonable and never had any issues!

Great job Alison, as always!!!!

Always helpful and thorough. Thank you!

We've been dealing with these folks for several years and it's always a pleasure. They are prompt, friendly, and professional, and the price is right.

Thank you Alison for making the tax filing process a breeze! I really appreciate your professionalism and your help! Best CPA ever!!!

Return finished quickly and accurately.

Always friendly, always fast!

Attentive to changes and very professional. I?m confident in having my business handled accurately and in a timely manner. .

Very easy and convenient.

You all are terrific!

Pleasure to work with

Outstanding service!

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.