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North Bay Tax Company

North Bay Tax Company

Reviews Summary

The reviews consistently praise the exceptional service, professionalism, and expertise provided. Customers highlight the ease of complex tax processes, thoroughness, and stress-free experiences. Many appreciate the quick responses, friendly approach, and ability to maximize returns. The team is described as knowledgeable, reliable, and highly recommended for both personal and business tax needs. Satisfaction is universal, with repeated mentions of confidence in handling complicated situations and delivering outstanding results.

About This Listing

Bookkeeping
Accounting
Business Consulting
Payroll
Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
Financial Advisory
Small Businesses
Individual Taxpayers
QuickBooks
State-Specific Experience
Remote Services
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
Accounting
Business Consulting
Payroll
Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
Financial Advisory
Small Businesses
Individual Taxpayers
QuickBooks
State-Specific Experience
Remote Services
CPA License
In-person Support

Contact Information

Address

7250 Redwood Blvd Suite 300

Novato, California 94945

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

Before David was at North Bay Tax he was in Vegas. I hired him to do my taxes, as I had run into a situation I?d never been in before. He was able to get me one of the biggest tax returns I ever had. David was extremely professional & knowledgeable about the latest updates to my taxes and situation. In addition to being friendly and down to earth, he communicated well where I felt comfortable to ask any and all questions and was able to understand my tax situation. I HIGHLY recommend his services! ??

Our experience with North Bay Tax Company has been excellent!? David's professionalism, knowledge, and attention to our needs were top-notch. He made the tax process easy to understand and was always available to answer our questions. We were very confident that our taxes were handled correctly and efficiently, and his commitment to maximizing our tax return while ensuring compliance was evident through the whole process. We highly recommend his services!

I highly recommend David ! As a former enrolled agent, he brings a wealth of knowledge and expertise to the table, especially when it comes to dealing with back taxes. He?s incredibly thorough, ensuring no detail is overlooked, and his friendly, approachable personality makes the whole process much less stressful. If you're looking for a CPA who truly cares and knows his stuff, look no further!

David at North Bay Tax Company has always done a great job for me. I am always happy with the returns I get and the process is quick and painless. Highly recommend!

I've been using North Bay Tax Company for the past two years, and I wish I had made the switch sooner! After 20 years with my previous accountant, North Bay has truly exceeded my expectations. Their team is knowledgeable, professional, and always available to answer my questions. They?ve made the tax process seamless and stress-free. I highly recommend North Bay Tax Company to anyone looking for exceptional service and expertise! F

David at North Bay Tax Company is awesome! Very professional and has always done a great job for me. 10/10 recommend!

David is an amazing accountant! He has helped my husband and I manage our business finances and has made the daunting task of paying taxes a breeze. Highly recommend!!

David is very professional - he?s been doing our family and 2 of my business tax returns since 2021. He helped handle some complicated tax issues w my dad?s estate. I highly recommend

I am so happy that I found North Bay Tax! They helped me get out of a bad situation that my previous accountant got me into and I couldn?t be happier. They are knowledgeable, detailed and provide excellent customer service.

David is a very quick responder and very helpful. He's always on your side. I would highly recommend him and his team for your tax needs.

North bay tax saved my life! The staff was wonderful and did a great job! I highly recommend them!

I started a new business and David assisted me in the entire process of setting up my business and accounting systems.

Dave was able to explain / help us through the process. Stressful time made super easy. Thank you Dave!

I always get the maximum refund when David does my taxes. Thank You!!

Dave is truly the best. You will not be dissatisfied with the services provided!

By far the best place to do your taxes!

Great services nice people

Professional, timely, thorough.

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.