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PRECISION ACCOUNTING AND TAX CPA

PRECISION ACCOUNTING AND TAX CPA

Reviews Summary

The reviews consistently highlight exceptional service, with praise for efficiency, dedication, and deep tax and investment expertise. Many appreciate the secure, user-friendly portal and timely, clear communication. The responsiveness, professionalism, and willingness to go the extra mile are frequently mentioned, along with significant tax savings and strategic financial planning. Long-term clients express high satisfaction, noting adaptability to changing tax rules and accommodating schedules. Overall, the service is highly recommended for its knowledge, reliability, and client-focused approach.

About This Listing

Bookkeeping
Audit
Business Consulting
Financial Statements
Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
Financial Advisory
Estate and Trust Tax
International Tax
Small Businesses
Mid-size Businesses
High-net-worth Individuals
Expatriates
Foreign Nationals
Individual Taxpayers
E-Commerce
Real Estate
Professional Services
Manufacturing
Technology
QuickBooks
GAAP Compliance
Multi-state Experience
Cross-border Taxation
Bilingual Services
Years of Practice
CPA License

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
Audit
Business Consulting
Financial Statements
Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
Financial Advisory
Estate and Trust Tax
International Tax
Small Businesses
Mid-size Businesses
High-net-worth Individuals
Expatriates
Foreign Nationals
Individual Taxpayers
E-Commerce
Real Estate
Professional Services
Manufacturing
Technology
QuickBooks
GAAP Compliance
Multi-state Experience
Cross-border Taxation
Bilingual Services
Years of Practice
CPA License

Contact Information

Address

608 Main St STE C

Pleasanton, California 94566

Visit Website Call Now Get Directions

Hours

Sunday 9AM-5PM
Monday 9AM-5PM
Tuesday 9AM-5PM
Wednesday 9AM-5PM
Thursday 9AM-5PM
Friday 9AM-5PM
Saturday 9AM-5PM

Customer Reviews

Lewis is a wealth of knowledge and experience. Extremely easy to work with and get ahold of, always responds in a timely manner. Takes the time to listen and really plan and strategize your finances. Go see Lewis!

Lewis is meticulous and always willing to go the extra mile to save on taxes. His knowledge in tax and investments really distinguish him from other CPA's. He's constantly increasing his knowledge base and has passed all three levels of CFA test. Being in the financial industry my firm and I never hesitate to refer our clients to Lewis.

Lewis is very knowledgeable and responsive to questions. He takes the time to provide clear and easy to understand explanations to any questions. Precision Accounting offers a secure portal to upload all information in an easy to use, safe and secure process. It is a pleasure doing business with Lewis.

Lewis has been great to work with. We needed a professional to help us with the taxes for our small business and personal returns. He answers our questions in a timely manner, is readily available to meet in person, and is flexible and helpful. We appreciate that he is willing to help us as new business owners in organizing the accounting and tax arrangements. He takes advantage of his knowledge of tax laws and we got back way more money than we expected or that we received with our previous tax guy. W

Our office worked with Lewis for a probate matter and we cannot be happier with the immediate service received. Our client lives in Taiwan and Lewis was very accommodating for working around his schedules. He walked us through the process, taking time to explain what was needed and by when. We really appreciate his patience and professionalism. We highly recommend him

I was referring to Lewis and his team after my 15 years CPA retired. He and his company are technology driven. If you like efficiency and dedication, i would recommend talking to Lewis and his team. You will not be disappointed.

I have only been using Precision Tax for one year, but Lewis did my personal and business taxes. I was happy with the results and Lewis completed them in a timely fashion.

I have been using Precision Accounting and Tax for years. They have a secure portal that I can upload all my info and indicia without having to actually go into the office. That was especially great during the pandemic. I highly recommend Precision Accounting and Tax!

He has been extremely helpful and responsive. I've worked with him for years and has saved me tons of time with his great advise and work. Would highly recommend!!

Outstanding! Worked with Lewis for years. Keeps up with the ever changing tax rules.

I have been using their services for many years and very satisfied.

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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