*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.*
40165 Truckee Airport Rd #302
Truckee, California 96161
Best CPA around! I have used Jennifer for the last 5 years and will not go anywhere else. She does my personal, LLC and S Corp taxes. I was very pleased with the service I have received. You can tell Jennifer is a professional as she wants to make sure your taxes are accurate and that everything is properly supported. She finds the answer and you can trust her that her advice and recommended tax treatment is correct and fact based.
Jennifer has been working with us for the past 30 days, via email. We were enthused to work with a local service, that was referred. We put a lot of time and energy in to assuring she had everything she needed, and trusted. We lived in both CA and NV, and shared this prior. She asked to increase the rate given multiple states and we agreed. Today we received email from Jennifer, stating she would not work with us, given "mixed" information about where we resided last year, and that she was not comfortable s
I was looking for a new tax preparer in the area, and Jennifer was very accessible by telephone (no phone tag or voicemails needed) and after a brief interview was willing to take me on as a client. At every step of the process, she was prompt, professional and courteous and always reachable by phone or email. I have a somewhat complicated tax situation and she was easily able to deal with it by requesting the correct info from me and computing accordingly. Once completed, she e-filed for me and got my refu
Look no further?Jennifer is the best of the best! I've been working with her for years and I wouldn't trust anyone else. She is very professional, quick to respond and with out of the box strategies. Jennifer has helped me navigate filings in different states, W2 & 1099, to name a few highlights. Thanks Jennifer for being the best tax wizard!
Professional, meticulous, detail-oriented, and thorough. I will be using North Tahoe Tax Service from now on. Jennifer Hoskinson CPA did a great job by asking all the right questions and taking the proper steps to maximize my return and minimize my liability. She went the extra mile and reviewed previous returns from my last CPA. Errors were found and she amended them to get me even more money back. Her fees are well worth the money.
Jen makes tax season easy! She has been a huge help the last two years, handling two businesses, and a handful of 1099's. With her help I am finally getting money back instead of paying a ton out of pocket at the end of the year. Highly recommended!!
Thank god for Jennifer! She truly is the best CPA in the area. She has done my taxes/payroll for the last 4.5 years of business for my 3 store locations. She has helped me save a ton of money because of her knowledge of the tax code. I highly recommend!
Jennifer is awesome. I had made a mistake on my 2012 taxes (due to turbotax not importing a form correctly due to a bug in their software) and received a threatening letter from the IRS saying I owed thousands (asking me to send payment ASAP). The amount was large and didn't seem right, I panicked and knew I needed help, and she came to the rescue - filing an amended (correct) return, getting rid of most penalties, and correctly identifying the extra amount I owed (which was 10% of what the IRS letter had s
Jennifer was extremely nice, efficient and quick. She went above and beyond helping me and my fiance with our tax returns. Thank you!
Jennifer has been our tax person for years. She is quick and provides concise advise. Thanks Jennifer
Great experience! Jennifer is super nice and helps make tax season easier.
Jennifer is very knowledgeable and very efficient
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.