Back to Directory
PSG Certified Public Accountants

PSG Certified Public Accountants

About This Listing

Bookkeeping
Accounting
Business Consulting
Financial Statements
Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
Financial Advisory
Small Businesses
Mid-size Businesses
QuickBooks
Multi-state Experience

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
Accounting
Business Consulting
Financial Statements
Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
Financial Advisory
Small Businesses
Mid-size Businesses
QuickBooks
Multi-state Experience

Contact Information

Address

9257 Sierra College Blvd STE B

Roseville, California 95661

Visit Website Call Now Get Directions

Hours

Sunday Closed
Monday 8AM-6PM
Tuesday 8AM-6PM
Wednesday 8AM-6PM
Thursday 8AM-6PM
Friday 8AM-12PM
Saturday Closed

Customer Reviews

Amazing team of professionals. Paul is quick to come up with any and all tax solutions. Have known Sherif for years and any recommendation he makes is golden. Let?s not forget Carol who is always on top of all matters. The teamwork shines through. Would go nowhere else.

Been using PSG for more than two decades because of Sharriff and Paul?s tax/fiscal expertise plus their unmatched professionalism and care/concern for my firm. None better, totally happy with this team. Second to none should be their motto.

I've worked with Paul for years. Few have his knowledge and experience when it comes to financial matters. I'd highly recommend him and his team.

I was referred to Paul Lee at PSG CPA's for assistance in filing 5 years of past due tax returns plus an estate return for a deceased relative. Paul and his colleagues at PSG were fabulously helpful...a first class experience all around. Knowledgeable, quick to reply to questions and very client friendly. IRS refused one claim but Paul insisted we pursue it which we did successfully. A terrific experience overall.

PSG has been incredibly helpful to me in every aspect of my small business and personal taxes. Paul Lee has been outstanding - he is patient, knowledgeable, and very responsive. I highly recommend PSG to anyone who needs financial/tax advice and service.

I consider the PSG team the premier financial consulting service experts in the Sacramento region. Year-after-year they have helped my business with their comprehensive and extensive knowledge in every aspect of CPA services. I have worked with Khinh Hoang, CPA Managing Principal, at PSG for years and his integrity and helpful hands-on caring approach is a consistent five star excellence in rating. Khinh and his team provide cutting-edge financial services for any business whether your business is small a

I am not an avid online reviewer of things, but this needs to be said. PSG is the BEST CPA firm in the industry as far as I'm concerned. Khinh has been vigilant, professional, and highly valuable to our business. We trust PSG with our business and individual returns. If you are looking for a CPA who will exceed your expectations in every way, I highly recommend PSG. You're welcome.

Awesome team of tax & financial advisors. Our go-to team since 1990 & continued use after 2 different states from job transfers outside of California.Audited once and IRS owed us a bigger refund!!!! Alleluia! PTL for PSG!

As a CPA who is on disability, I was appalled at a scheduled meeting with the CPA preparing our taxes. He was wearing a t-shirt and sweatpants, knowing he had a client meeting. Walking into his office, there was a different client?s tax return on his screen. A HUGE ETHICAL and client PRIVACY VIOLATION. His desk was dirty with used staples and food crumbs. Red flags immediately arose. Questioned him as to why we didn?t have estimated taxes for the previous year. He said he put it in the letter to incr

Great accounting firm. Very quick to respond and take care of those pesky taxes. Thanks guys. I always recommend PSG to friends and family!

Can?t recommend Khinh and the PSG team enough. He?s helped with all of our businesses for years and over delivers every time.

His team of professionals provide the clients with knowledge, options and solutions to best fit their yearly financial goals.

Great service as usual.

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.