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Peak Accounting Services Inc

Peak Accounting Services Inc

About This Listing

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.*

Contact Information

Address

519 Monterey Dr

Aptos, California 95003

Visit Website Call Now Get Directions

Hours

Sunday Closed
Monday 9AM-2PM
Tuesday 9AM-2PM
Wednesday 9AM-1PM
Thursday 9AM-1PM
Friday 9AM-1PM
Saturday Closed

Customer Reviews

I reached out to the team at Peak Accounting Services to help me out with filing my business taxes for Mountains Wave Marketing. Being the first year that I would be filing, I had a lot of questions about the process and it became more of a learning experience for me. Jason and his team were patient, thorough, and professional. I really appreciated the attention that he gave me as a client and look forward to a continued relationship with the Peak Accounting Services Team. I would recommend Jason and his t

I have been using Peak Accounting Services for the past 8 years and all of my expectations have been met. The entire staff is always ready to help--especially Dana, who has responded to all of my questions within minutes. Jason is a very knowledgeable and competent CPA. I cannot recommend Peak Accounting Services enough!

Our experience with Peak Accounting was outstanding. These guys are highly knowledgable, extremely friendly and patient, and provide incredibly fast communication. I was a new small business owner coming from another state, so my taxes and next steps seemed very confusing. Jason helped me quickly understand my options and made smart recommendations. He was super organized and answered my follow-up questions over email within the same day. I value people who don't make me feel that my concerns are a hassle f

Our experience with Peak Accounting Services has been and continues to be excellent. We would highly recommend them to any new potential clients. They handle our quickbooks, payroll and tax preparation at the small non-profit organization that I work for - all to satisfaction. Five stars!

Jason has been my CPA for 20+ years. He is also my financial advisor. I've lived in San Diego, Oregon, Arizona and back to CA in the last 20 years. No matter where I lived I still had Jason do my taxes and handle my investments. I had 2 very bad experiences with Paine, Webber and Merrill Lynch. I no longer have to worry about my taxes or investments. Jason is honest, reliable, patient, (I was in the legal field for 30+ years and I admit I'm a bit impatient and don't trust people easily) compassionate,

I know a lot of things and can figure out many others, but I never have the desire to keep up with all the nuances in the tax world. I am always confident that my corporate and personal tax forms will be done on time, accurately, and with all my questions answered. Peak's Team are professional, easy to work with and so knowledgeable. Thank you!

Jason has been very capable handling all of our S-corp business and personal taxes. He took over our accounts from MBBA several years ago and has not missed a beat. All phone and email inquiries are answered quickly and succinctly. I would recommend him to any small business owner.

I have been working with Peak for many years and have always been very pleased with their professionalism and patience. They handle all my personal and business accounting. I would highly recommend them!

Excelent service! The folks at Peak have been great in anwsering my questions and with regular follow ups that keep us on track for our next years taxes. They have been stellar for us the last three years!

The folks at Peak Services are more knowledgeable and far more on top of things than any other accounting firm I've used. They are excellent and I can't recommend them highly enough.

Jason is a fantastic CPA, his knowledge & experience go beyond the numbers, which makes Jason serious resource for guidance.

I'm sure they are great accountants but they are not taking on new clients.

Have had such a great experience! Christine is amazing!

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.