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Next Level Accounting & Tax

Next Level Accounting & Tax

Reviews Summary

The reviews overwhelmingly praise the professional's expertise, responsiveness, and personalized service. Clients highlight his deep tax knowledge, ability to handle complex financial situations, and stress-free approach. Many appreciate his quick turnaround, availability, and long-term reliability for both personal and business needs. A few note minor communication issues, but the consensus emphasizes exceptional competence, trustworthiness, and value. Long-standing clients (3-10+ years) consistently recommend him for accounting, tax planning, and problem-solving.

About This Listing

Bookkeeping
Accounting
Business Consulting
Tax Preparation
Tax Planning
IRS Representation
Financial Advisory
Small Businesses
Startups
Real Estate
QuickBooks
State-Specific Experience
Multi-state Experience

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
Accounting
Business Consulting
Tax Preparation
Tax Planning
IRS Representation
Financial Advisory
Small Businesses
Startups
Real Estate
QuickBooks
State-Specific Experience
Multi-state Experience

Contact Information

Address

508 Gibson Dr STE 240

Roseville, California 95678

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

Working with Keith at Next Level Profit and Growth has been great. Our S corp has been with them for the past year and I am very impressed at how available they are to help. Unlike other CPA?s Keith either answers or calls/emails you back the same day. I would highly recommend their team.

Keith is super knowledgeable and I've been with him for 4 years and counting. Feel we are in good hands with someone as competent and responsive.

Keith is always very helpful and patient with assisting me in preparing my taxes. He is up to date with information that can affect taxes and makes sure to inform me of the tax changes that could impact my tax filing. He is very professional but interacts with you in a way that isn't impersonal and makes you feel very comfortable. I would not hesitate to recommend him to my friends and family.

Keith has helped me out for the past 3 years. He is professional and provides a quick turn-around on getting my taxes done. He has also been very helpful in assessing and navigating changes to my financial situation.

I've worked with Keith for several years for accounting services and more recently, bookkeeping services. He is always available and responsive. His knowledge and experience have made him an invaluable business partner.

I have had the pleasure of working with Keith Huggett for over three years. I met him when my corporation came up against a complicated California Sales Tax issue. His expertise got everything resolved with a minimum amount of stress. I then signed on to have him do my monthly accounting and year end taxes, both personal and corporate. I feel confident that he is very knowledgeable regarding the latest tax laws and has saved me money and helped me make a tax plan for the future.

4 years working with Keith for both business and personal. I find he is great to work with, patient, knowledgeable and good price / value for services provided. Very satisfied.

Keith is by far the best account I've worked with. I refer all of my clients to him without hesitation. ? Kim

Always very thorough and fast, has provided helpful advice on tax implications for real estate investing, and also provided support when I received a Notice of Deficiency from several years ago (helped me prove it was an IRS mistake, how to work with US Tax Courts, etc). Highly recommend.

Nice, friendly, helpful and competent personel, ready to solve your problems. Keith is one of my favorite business partners.

Keith was very thorough and answered all of our questions. Taxes are never fun , but Keith made the experience as less stressful as possible.

Keith has been my CPA for my personal and business taxes for many years. He is very knowledgeable, I highly recommend him

I highly recommend Keith Huggett if you are looking for a true, honest, knowledgeable partner for individual and business needs. I have been with him for over 5 years.

I have been with Next Level for over 10+ years. Quality personal service with an attention to detail.

Always quickly responsive to my calls and emails. Accurate accounting and knowledgeable.

Professional service is great. but: website is very hard to use email through the website does not work, no reply or response had to call to get answers.

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.

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