*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.*
8861 Williamson Dr #50
Elk Grove, California 95624
I've consulted with Flam for 10 years. He's extremely friendly, easy to talk to, doesn't nickel-and-dime, answers email on the weekends, gives me solid tax advice. Highly recommend.
I found them a year ago when my online business started to grow and I couldn't do my own taxes anymore. Before it was just my regular W2, but with my online business I was overwhelmed and afraid of making a mistake. I reached out to them with lots of questions, made an appointment and the rest is history. Manvir is a great guy and knowledgeable. He always answer all my questions and give advice on things that are beneficial for my business (aka online business) and personal taxes (aka daytime job). He
My taxes got complicated once I got into consulting and bought my first home. Purewal & Ching's team helped ease my mind and made the process worry free. I recommend them to anyone in need of Bookkeeping or Tax help!
3 years in a row mistakes on my taxes. 2 of the years it caused a significant delay (didn't get my refund for about 10 months). 3rd year it cost me over $700 due to his mistake. I asked him if he would split the cost with me. He did not do so. Still haven't received my 2020 refund and yet to find out if it's due to ANOTHER error. I called to see if someone there would call the IRS and check on the status. Kevin answered and was very nice and checked on it and had an answer. Said it only shows that
I have had a great experience with this firm. Manvir has been helping me prepare my personal tax returns for years now. He does my taxes remotely and has a client portal for me to upload all my documents. As I live in the bay area, this works great for me! I have rental properties and he is very knowledgeable about which deductions I can take and always explains everything to me so I understand. I would highly recommend this firm.
I recently started a new business and needed to find an accountant capable of preparing and filing my personal and corporate returns. Purewal & Ching exceeded my expectations! Manvir is very knowledgeable and was able to handle my personal and business taxes with ease. Although I live in Placer County and run a business in the Bay Area, I was able to use their secure portal to upload documents remotely. Manvir and his team were professional, efficient, and extremely helpful in navigating the uncertainty of
Extremely knowledgeable, professional, and very responsive! Flaminius and his firm are very easy to work with and I highly recommend them. As a small business owner, he is always there to help take care of all of my tax/accounting matters and has become a great resource for information and helps keeps business running smoothly.
I would highly recommend this firm! I am an insurance agent who just started my business. Manvir helped me by providing me a list of what expenses were deductible. This way I can keep track of my expenses during the year and am prepared for my taxes. Their rates are really competitive. I would definitely give them a call if you need any help with bookkeeping or tax!
I had many accounts in which I had to file for tax season such as HSA, 401k, school loans, child care, and of course my W2. I worked with Flam and he was very informative throughout the whole process. After our first contact and sending him my documents, he was able to gather a quote and complete my return within the same week. He made sure that I received the maximum amount of return, by completing forms that I did not have prior knowledge of! He also provided more information with what I would be expectin
Purewal & Ching has been my accounting firm and bookkeeping professionals for years. They have helped me stay in order as I have grown in tax complexity. Also worth mentioning, they have helped me through a handful of IRS inquiries successfully. They are the ones you want for your accounting services! I highly recommend them!
We have been using Valley Hi Tax for many years and have nothing but good to say about them. Irene is great. I can call her at any time and she is on top of anything I ask. Right now, that is important because I have recently become self employed and she is patient and kind when I have questions. In the past, I have gone to other tax preparers but they never have the service mentality. Plus, I feel like we have become friends over the years. Thanks so much for all you do!
I went to Flaminius Ching because I had to get caught up on my taxes before my business would be suspended or forfeited. He got everything done in a timely manner and at a fair price. I was really stressed out, and he helped me through promptly to meet my deadlines, educate me on some of the basics and was very professional. I would highly recommend Purewell & Ching.
I had Munvir help me, he was professional and mindful of my time. Worked with me to set up an appointment time after work for my convenience since I work in Elk Grove but live in Natomas. My experience was great I referred my coworker there as well and she loved it as well!
Sandy Harter/Bell is the BEST!! She has been doing our taxes for over 20 years and she does an incredible job. Always friendly, professional, knowledgable always gets the job done. Couldn't ask for a better tax person to be by our side. :0)
The guys there are friendly, knowledgeable and provided great customer service. They were able to help me with all of my questions and made the process less stressful. I'll definitely be going back. I actually referred a few friends and heard they had good experiences too. Pretty cool.
Flaminius is my brother and has been doing my taxes since my first job when I was 16 years old. I am now 35. Take a trip with me down memory lane. Flam was his highschool treasurer where he assisted his school's accountant in maintaining the class's finances after every fund raiser, school dance and sporting event. Needless to say, he was pretty much born to do this. Fast foward 18 years later, he is now a CPA with over a decade of professional experience. He is the most honest, generous, family loving
Flaminius was knowledgeable and provided helpful advice. I had many questions about selling my investment property & he was able to answer all of my questions and we came up with a solid plan.
Absolutely the best CPA's in town. Great expert service and a great friendly team. I highly recommend you give them a try, you won't regret it.
I called for help with a matter that they did not have expertise in handling nor representing. However, the gentleman gave plenty of helpful resources and advice on what I should do and specific places and numbers to contact.
These guys are great they are fast and efficient, I was border line late on my taxes but these guys pull thru for me, will definitely be back nxt year
They have been very helpful, friendly, affordable, and professional, and I have greatly enjoyed working with them and would highly recommend!
Location is easy to find, knowledgeable and trustworthy CPAs. I will definitely recommend to family and friends.
Honest professional service and an overall great experience. Definitely going to recommend. Thanks!
Top notch CPA's who know what they are doing.
Awesome tax professionals.
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.