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Qualified Solutions - USA

Qualified Solutions - USA

Reviews Summary

The reviews consistently praise exceptional service, expertise, and professionalism, particularly in tax preparation and accounting. Customers highlight thoroughness, knowledge, and a stress-free experience, often noting maximized deductions and outstanding customer care. Many emphasize strong recommendations due to the attentive, friendly staff and high-quality results. The overall sentiment is overwhelmingly positive, with repeated mentions of trust, reliability, and peace of mind.

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

25 Quinta Ct C

Sacramento, California 95823

Visit Website Call Now Get Directions

Hours

Sunday Closed
Monday 11AM-5PM
Tuesday 11AM-5PM
Wednesday 11AM-5PM
Thursday 11AM-5PM
Friday 11AM-5PM
Saturday Closed

Customer Reviews

I had an excellent experience with Qualified Solutions for years since I started my small business. Lovie was incredibly knowledgeable,helpful, patient and kind throughout the entire process. Her expertise made everything smooth and stress free. The customer service was outstanding and we truly appreciate the level of care and professionalism. Qualified Solutions will make sure that you get the max amount of money you can get. I will definitely continue coming back and highly recommend their services. Quali

Very thankful to Lovie for helping us navigate our complex tax preparation in 2024 since our former tax preparer retired. By using the expertise of the company and having a knowledgeable person like Lovie who knows the tax rules is very valuable and can give you the peace of mind. Thank you Lovie and the team for such great customer service.

Outstanding service and Excellent customer care! Highly recommended to anyone who needs assistance. Thank you Lovie!! You're the best!! ????

This is the first time we used Qualified Solutions for our tax preparation. Our tax this year is a bit complicated because we started a business. We met with Lovie to look at our tax and she was very accommodating, very knowledgeable and was able to answer all our questions. She took time to explain the details of our tax with respect and kindness. She made our tax filing a pleasant one. Best of all, she made sure that we were able to maximize all our tax deductions. We highly recommend using this company f

This is my first time utilizing the services with Qualified Solutions and I did not regret my decision. Lovie was very helpful and very knowledgeable. I had a lot of questions about taxes and finances but she always made herself available, she took time to answer them and offered valuable advice. Her years of experience and expertise in this area made me feel comfortable and at ease with my taxes. Her credibility in this business is outstanding. I will definitely continue to use their services moving forwar

I have been doing our tax for 15 years. I always make sure that before the end of the year I'm ready for the tax season. But having a business is a different story. Lovie helped us to how to have organized records to keep track of our financial statements which are essential for calculating our taxable income, identifying our deductions, and ensuring compliance with tax laws. She will walk you through from start to end! Thank you Lovie! Thank you Qualified Solutions!

I have been amazed with Qualified Solutions. They are very helpful and attentive. They made sure to answer all my questions. Great service and friendly would highly recommend going through the company.

Outstanding service! the staff was attentive and helpful, and the product exceeded my expectations. I highly recommend them.

Excellent customer care! Highly recommended to anyone who needs assistance. Check it out and get back a level of service you are looking for.

Highly Recommended. Great accounting services. ??

One of the best accounting services. Good job ??

Highly Recommended !!! Best Bookkeeper ever.

Their products works on me the best!

this place is very beautiful and it gives me a peace of mind

Good Staff and services, highly recommended????

The products are above & beyond the consumer's expectations.

Highly Recommended!!????

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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