*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.*
155 E 3rd Ave
Chico, California 95926
We recently purchased a home with the help of Kristen Wilson. She made the process so easy! We were updated frequently on the status of the loan and Kristen was always happy to answer any questions we had about the process. She found us a great loan that we are very happy with. We recommend Network Mortgage to our friends and family any time they mention a need for a home loan.
I recently had the opportunity to work with Michael at Network Mortgage! I was referred a buyer that came with a lender. I was VERY pleasantly surprised after my FIRST conversation with Michael! I knew he was the real deal! He responded quickly to every question/concern along the way. This was a difficult transaction, not due to Michael in any way! In fact, he kept us on track and made sure this transaction closed at exactly the right time! He was extremely professional and drove 150 +/- miles to be a
I worked with Darin Wilson at Network Mortgage for a Re Finance of my home and I couldn't have been more pleased. Darin is very knowledgeable and very clear and prompt with communication. I always understood where we were in the process and what to expect next. He took care of issues that came up with the lender, and often I didn't know about it until he had it solved. I highly recommend Darin and everyone at Network Mortgage and would certainly use them again when a need arises.
Network Mortgage makes finding a home loan easy! We have used Network Mortgage twice now and both times they have come through with exceptional, fast service! Darin Wilson does a phenomenal job at listening to what we need and searching out the best home loan possible. He is always available, in touch, and makes sure we are well informed. Amazing job - thanks, Darin!
My husband I are were first time home buyers and contacted Darin to help us with a USDA loan. He was knowledgeable and experienced with the program. He was able to answer any and all questions we had about home buying and everything that entails. He quickly worked through any problems that came up and was quick to communicate with us/respond to my emails. Darin was always looking out for our best interest and we felt supported through the whole process. We couldn't have imagined a better experience and woul
Network Mortgage ROCKS!! Darin Wilson gladly took on our refinance even though there were several issues to deal with. He always stayed in touch, was awesome to work with, and got us our loan in record time! I will never get a home loan or refinance again without Network Mortgage!
This company is very easy to work with, and they work for YOU. I have used Michael Humes, with Network Mortgage, for multiple home loans and he always goes above and beyond! I have recommended this company to multiple friends, who in turn have had wonderful experiences. They have your best interest in mind and I would use them again without hesitation. And to top it off, they are experts when it comes to VA loans; which other companies seemed to have struggled with. Anyone thinking about buying a home shoul
Kristen was amazing! Our loan was anything but simple for various reasons, but Kristen did not give up. She continued to work on our behalf until we were able to get funded! We highly recommend Kristen for all your mortgage needs. She is our hero! ~Rob & Sandy Wangberg
My husband and I just purchased our first home. Darin and Kristen Wilson were absolutely FABULOUS!! They made it quite easy and painless throughout the entire process. I will recommend them to everyone I know! Thank you guys for making our dream home a reality!! Chris and Jim Hinde
Great company to work with. They are knowledgeable, professional, trustworthy, and respond quickly to answer any of your questions. Kristen helped us purchase our home years ago and this year she helped us with refinancing. With all her help it has been a breeze and a stress free process! 5 star business!
Mike and Kristen were incredible. Despite issues that arose, which were unexpected, they kept everything moving forward smoothly. I highly recommend Network Mortgage to anyone looking to purchase, or refinance a home.
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.