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Next Peak CPA, Inc.

Next Peak CPA, Inc.

Reviews Summary

The consensus highlights exceptional service with consistent 5-star ratings. Reviews praise the CPA's expertise, professionalism, and responsiveness in handling both personal and small business taxes. Clients appreciate his clear communication, thoroughness, and ability to simplify complex financial matters. Many note his integrity, ethical approach, and personalized attention, making him a trusted advisor. The service is described as prompt, reliable, and highly recommended for tax preparation, accounting guidance, and resolving financial concerns. Clients value his accessibility, teamwork, and dedication to their success.

About This Listing

Bookkeeping
Accounting
Business Consulting
Financial Statements
Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
Estate and Trust Tax
Forensic Accounting
Small Businesses
Individual Taxpayers
Non-profits
Multi-state Experience
Remote Services
Years of Practice
CPA License

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
Financial Statements
Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
Estate and Trust Tax
Forensic Accounting
Small Businesses
Individual Taxpayers
Non-profits
Multi-state Experience
Remote Services
Years of Practice
CPA License

Contact Information

Address

1839 Iron Point Rd Ste 100

Folsom, California 95630

Visit Website Call Now Get Directions

Hours

Sunday Closed
Monday 9AM-5PM
Tuesday 9AM-5PM
Wednesday 9AM-5PM
Thursday 9AM-5PM
Friday 9AM-5PM
Saturday Closed

Customer Reviews

Clint is extremely knowledgeable and helped me with a unique tax situation. He cares deeply about his clients and community. Clint is a CPA with very high integrity and receives my highest recommendation for your accounting and tax needs

Clint handled my business taxes and did a fantastic job. He was thorough and so easy to work with! If you're looking for a CPA or just to get your taxes done right Clint is your guy.

My wife and I had questions regarding our tax situation along with questions on a deceased relatives taxes. Clint had all of the answers and we will continue to use Clint for our tax returns. Clint even connected me with another one of his clients and I look forward to doing business with them in the near future. I?ve known Clint for about 20 years and look forward to the next 20 years of his friendship and business.

This is my 3rd year having Clint prepare my tax returns and I am more than happy. The Next Peak team is the best there is. They are thorough, professional and fast. I will continue to use them for my personal taxes. 10 out of 10

Clint Herndon is a CPA that will help you with your taxes both personal and small business. He will help the small businesses start the accounting proceedures so they can thrive financially. He works with you rather than talk at you. Plus he's just an all around good guy.

Clint Herndon is a CPA that helps people with their taxes both personal and small business. He helps small businesses start the accounting proceedures so they can thrive financially. He works very well as a team player for the benefit of his clients. I recommend him.

Clint Herndon, CPA is very knowledgeable and a joy to work with. He is very responsive and makes me feel like I am a priority when I have non profit accounting questions. He provides excellent service and sends me additional documentation to help me grow and learn best non profit accounting practices.

Moved back to the Folsom, CA after living abroad for a few years which I was starting my own business. I wanted to be as legit as possible starting up and consulted with few local CPA?s who seemed a bit shady to me. It was then I was referred to Clint, and felt comfortable working with him instantly. Straight forward, educated, honest, prompt with action and details! Couldn?t refer Clint enough!

If you are looking for CPA this tax season, I highly recommend Clint Herndon CPA . He prepares individual and small businesses tax returns. He is very prompt in his reply, very knowledgeable. He is very professional . Courteous and personable as well.he made me understand complex items in a really simple way. Thank you Clint Herndon CPA for helping us.

Clint Herndon is our family and business CPA. He is very knowledgeable, responsive and ethical. We trust him completely and are thankful to have found him.

I appreciate Clint Herndon, CPA business. What ever concerns financially you may have Mr. Clint Herndon has the experience, expertise and enjoys helping the concerns of each client with the best resolves. Clint, thank you sir for helping me with my financial concerns. Highly recommend Mr. Clint Herndon.

I originally scheduled a consultation with Clint regarding a very specific tax position and set of questions I had. He was so helpful and gracious and ended up extending our meeting longer than originally planned. Patience, knowledge, and white glove service!

Clint is an honest and thoughtful CPA. When he does your taxes, you never have to worry about getting a letter from the IRS!

Great customer service! Clint Herndon is accessible and always able to answer my questions. I would recommend Next Peak CPA to anyone in need of an accountant.

Next Peak CPA are an absolute DELIGHT to work with. They communicate well and do GREAT work. I feel very confident about my business's taxes with Next Peak!

Clint is fantastic to work with! I've recommended him to many and he's been great.

He's knowledgeable who has in depth knowledge about numbers

Excellent service. I would recommend this company.

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.