*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.*
25712 Hammet Cir
Stevenson Ranch, California 91381
I used Novicta Tax & Financial for the first time, and I found Sarita to be very responsive, helpful, detailed and professional from beginning to end. I would definitely recommend this company for anyone looking for assistance with filing their tax returns.
We had an easy and fast process to filing our income tax. Sarita is very knowledgeable, friendly, and helpful. We would definitely come back next week year!
Sarita is very nice and pleasant to work with. She takes her time to understand your financial situation and how she can help improve your tax deductions and increase your return. I have been using her for multiple years now and every year it is top notch service.
Novicta is nothing short of awesome. I had a great personalized experience and am Sarita is so knowledgeable and prescriptive at the same time . She not only dived deep with a lot of patience given my low level of depth in the subject matter but also hand held me with options best for my financial planning. Novicta is a true force with such great work ethos. I highly recommend Novicta to anyone requiring a highly skilled setup with coaching on tax and financial planning.
Sarita was efficient, professional, and wonderful to work with. I've filed taxes with her twice now, and both times were great. The software she uses to submit the tax forms and make online appointments is painless and user-friendly. Highly recommend!
Sarita is wonderful to work with. She is knowledgeable and professional and I would highly recommend suing her for all your tax needs.
Sarita was super helpful and meticulous in helping me file my taxes. She was super nice to take me as a new customer at the last minute of a super busy tax season. In spite of being last minute, she spent enough time going through each documents and had a review call to make sure we are doing the right thing. I would highly recommend Novicta Tax & Financial.
If you're not working with Sarita, you're not doing it right. Sarita is the best person to get the job done, she's saved me so much time, money and stress. She is also a good communicator and finds great solutions for all sorts of problems. She is fast, honest and smart with her work. She can navigate the tax code and identify deductions and credits I wasn't aware of, ultimately saving me crazy amounts this year. I highly recommend her services to anyone looking for a trustworthy and knowledgeable tax profe
I don't leave online reviews but this one does deserve its time for one. Novicta Tax & Financial (Sarita) assist me with the income tax returns and LLC. It was a pleasure to work with Sarita from start to finish, her professional thoughts and input, looking forward in working/growing every year with Novicta Tax & Financial. Thank you, Sarita! Eddie
I was fortunate enough to work with Sarita from Novicta Tax and Financial for my tax resolution needs, and I am highly impressed with her exceptional service. Sarita demonstrated remarkable professionalism and expertise throughout the entire process. She took the time to understand my unique tax situation and presented me with a clear action plan, which proved invaluable. I greatly appreciate Sarita's timely and proactive communication. She kept me informed throughout and addressed any concerns or question
Sarita has been handing my taxes for several years now. I am so excited for her to have her own practice and thankful that she reached out to me for an appointment; I would have been legitimately disappointed to not be able to continue to work with her and didn't know she had branched out on her own until that email. :) I consider Sarita to be professional, personable, and trustworthy. She has always been quick to respond to any questions I've had and to forward my documents to me once completed. She is al
I have been using Novicta for a few years now. Sarita is a kind and patient human being. She has been very helpful to me, someone who was behind and knew nothing about taxes. She is patient and helpful in answering any questions and her prices are fair and affordable. Thank you Sarita!
We are so grateful for Sarita's expertise and wisdom with our tax returns! She responds quickly and kindly to every tax question I've sent her way and we feel confident that we are getting the best advice possible from her. I feel great referring her to friends and wouldn't hesitate to use her for your taxes!
Amazing and A+++ tax filing experience with Sarita. Totally professional and kept me up to date on every step. Very approachable and she reviewed all the data thoroughly without rushing. She kept her timelines and I am a happy customer for a long time. I would highly recommend her tax services to anyone looking to file their personal and business taxes.
I got extremely lucky to have found Sarita and Novicta on Craig?s List in 2021. She is very diligent and savvy with extraordinary professionalism and knowledge of her job. Sarita took on the task of reviewing and refiling my tax returns from 2017-2020 that I had filed on my own. Apparently, I had left a lot of money on the table because I didn?t know what I was doing. Finding Sarita was like finding thousands of dollars $$$ that I didn?t know was there. Not only can you expect a faster turnaround from Novic
I highly Recommend Sarita from Novicta Tax & Financial!!! She has been 'on-top' of our personal & business filings. She has a very professional demeanor & was very detailed with explaining and requesting documents as part of the filings. Her communication is on-point, I usually hear back from very promptly and if need be can jump on a zoom session. We plan on using her services for many years to come.
This was our first time using Sarita for tax preparation and she is amazing! Very professional, easy to contact, answered all of our questions, and tax prep was super fast! We highly recommend her. We asked a ton of questions and she had answers for everything. A really great experience working with her and we will certainly be back next year!
I really enjoy working with Sarita from Novicta Tax and Financial. She is really knowledgeable. And also she treats your situation professionally and with neutrality. I had to hire her because a previous accountant was not like this being quite argumentative over informatin that she was incorrect on, wanting to just be right, when she was incorrect. I feel a lot more comfortable with Sarita as far as personal information and her level of professionalism.
Sarita & Novicta Tax are the BEST around. If you?re a mess (as I am prone to be) rest assured she will meet you where you are and help you sort yourself out. She is competent and through and takes time to walk through each step. I am so thankful I found her!
I hired Sarita Jain of Novicta Tax & Financial to complete my tax return, and am so glad I did! She was very knowledgeable and professional, while also being friendly and patient. She was quick to reply when I had a question, always being kind and respectful. My taxes were completed in a very timely manner, and I was able to put my trust in her. I highly and full heartedly recommend her services to anyone needing assistance with tax filing and related matters, I?m grateful I found her.
The reason we keep coming back to Novicta is because they are so good at what they do. Their professionalism is unmatched and their knowledge and expertise is world class. We are so grateful for their speed and efficiency; you are in very capable hands when you work with Novicta. They make tax time a breeze every year!
Sarita was very professional and did an amazing job with my taxes. Her systems were easy to use and made the submission process seamless. I highly recommend her.
Novicta Tax made this year's tax returns a breeze. From the initial video conference to assess my needs to final the tax return review, I've never experienced such a thoughtful and detailed return experience. I plan to work with Novicta Tax for all my future tax needs.
Sarita is invaluable to my business. She takes me through the confusing parts step-by-step (without judgment) and always has my best financial interests at heart. I also appreciate her expertise and advice.
Sarita was great and quick in getting my taxes done. She was helpful in reviewing the documents prior to submittal. Thanks
Have used and worked with Sarita and Novicta Tax for a few years now and been very, very happy overall. Great insight and useful advice as well as helping organise payroll and solving a few issues from a previous CPA.
We are using Novicta Tax & Financial from the last few years now for both Business and Personal taxes. Excellent tax advisors and provide good guidance on tax planning throughout the financial year. They are pretty professional and provide great quality service while filling our taxes and quick to respond to any IRS queries regarding taxes. Highly recommended for both personal and business tax.
Sarita is so helpful and knowledgable. It's clear that she looks at and judges each case individually. She makes a generally stressful process very simple and stress free. Highly recommend!
Sanavi just provided the greatest tax service I have ever used. Not only is she a lovely human being, (which makes a huge difference) Sanavi is also incredibly knowledgeable in her field. She worked quickly and efficiently, all while displaying wonderful human qualities that are severely lacking across all sectors in the world. You will be making a great choice working with Sanavi for all your tax needs!!! 12/10
Novicta Tax has been great to work with. They are prompt, thorough, informed, and even made suggestions for potential tax strategies that I was unaware of. I will continue to use their services.
Sarita was incredibly responsive, very thorough, and gave me a lot of options for my situation. She made the process easy. Would definitely recommend
We had a good experience working with Sarita and recommend her if you are looking for someone with great attention to detail to file your taxes!
Sarita is very easy to work with. She demonstrates attention to detail and professionalism throughout the process. Would recommend her services.
Novicta have been helping us to file our business and personal tax returns . Really professional and good job .
Sarita has been incredibly helpful with all of our tax needs. We are so grateful to have found her.
Very professional and thorough. You feel like you are in great hands! You can tell Sarita has a deep knowledge of tax law and tax codes as well.
She did my LLC and personal income tax and was very easy to work with.. I recommend her to anyone interested in getting their taxes done..
Very efficient to work with. They answered all my questions and did a great job!
So professional and helpful!!! Someone took advantage of my elderly uncle, and the owner of this company took the time to resolve all of the issues with IRS as well as correct the work that was done for his taxes. I will definitely go to her for all of my tax and financial needs.
First year experience with Sarita. Very well organized and great communication. Recommend!!!
Super easy and smooth.
Very thorough approach, explains in great detail and so many helpful tips offered. Highly recommended!
sarita and team are fantastic!
Sarita is knowledgeable and professional.
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.