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Oak Haven CPAs

Oak Haven CPAs

Reviews Summary

Oak Haven CPAs consistently receive perfect ratings for their exceptional service. Reviewers praise their thoroughness, efficiency, and deep expertise in both personal and business taxes. Many highlight their affordability, clear communication, and proactive tax planning advice. Clients appreciate their ability to simplify complex financial matters, fix past accounting errors, and provide year-round support. Their friendly, knowledgeable approach builds trust, making them a top recommendation for tax and accounting needs. Small business owners particularly value their guidance on deductions, filings, and growth strategies. The overall sentiment is overwhelmingly positive, with long-term clients expressing strong loyalty.

About This Listing

Payroll
Tax Preparation
Tax Planning
IRS Representation
Sales Tax Compliance
Entity Structuring
Small Businesses
Startups
Non-profits
QuickBooks
State-Specific Experience
Local Tax Credits

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

Payroll
Tax Preparation
Tax Planning
IRS Representation
Sales Tax Compliance
Entity Structuring
Small Businesses
Startups
Non-profits
QuickBooks
State-Specific Experience
Local Tax Credits

Contact Information

Address

449 E 1000 S

Pleasant Grove, Utah 84062

Visit Website Call Now Get Directions

Customer Reviews

Incredible! She helped me learn so much about starting my small business and what that will look like tax wise! Seriously such a great person so wonderful to work with! Incredible knowledgeable!! Highly recommend

Suzette has been my accountant for a few years now. She does a great job, is very efficient, and is always willing to answer any questions I have throughout the year. When I decided to open my own business it was easy decision to have her be my business accountant as well. Very knowledgeable and friendly.

Can't say enough about how great Suzette is! She fixed all the messes my previous accountant made, she takes a lot of the stress out of keeping track of financial matters for me, she's always willing to answer questions and discuss strategies, and she's just smart! She is sincerely interested in helping me grow my business. Her prices are very reasonable and she's worth every penny.

I work with Oak Haven every year. Suzette has been doing accounting for many years now and really knows her stuff. She makes you feel very comfortable and confident! I always recommend Oak Haven to anyone looking for an accountant!

Suzette was referred to us by trusted friends, and boy are we glad we found her. We had been given advice by a previous tax "expert" that turned out to be inaccurate, and actually ended up not saving us money, but costing us thousands. Suzette straightened out our estate planning and calculated our projected distributions almost to the exact dollar amount that would maximize our future tax advantage. No one else has ever done that. We will have Suzette do our taxes as long as she is willing.

Suzette is amazing. Have used Oak Haven's services for both personal and small business taxes for the last several years. I would absolutely recommend Oak Haven to anyone who needs any tax or accounting help.

We started two businesses and she helped us during the first year of operation and told us before what we could deduct so we could plan our expenses accordingly. She helped us hire our children and talked us through which documents to file to make it air-tight with the IRS. She knows what she is doing. Talk to her about tax planning before the end of the year...well worth it.

Suzette has helped us for a few years now and has always been so clear, efficient, fast, and kind! Wouldn?t want anyone else to do our family?s taxes. Thank you, Suzette!

I've been using Oak Haven CPAs for a couple years now and they have done a fantastic job! They always deliver on time and are completely thorough. Not only are they extremely knowledgable and experienced but they are affordable. They are the only CPA's I would recommend!

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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