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Records In Order

Records In Order

Reviews Summary

The reviews consistently praise the team for their expertise, responsiveness, and trustworthiness, particularly in handling complex tax and business needs. Many highlight exceptional service during the COVID-19 pandemic, with timely updates and strategic advice. Clients appreciate the personalized attention, cost-saving strategies, and comprehensive accounting solutions, often recommending the team highly for both small businesses and individuals. Long-term clients emphasize reliability, detailed work, and strong communication.

About This Listing

Bookkeeping
Accounting
Business Consulting
Payroll
Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
Small Businesses
High-net-worth Individuals
Startups
QuickBooks
State-Specific Experience
Remote Services

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
Payroll
Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
Small Businesses
High-net-worth Individuals
Startups
QuickBooks
State-Specific Experience
Remote Services

Contact Information

Address

201 Spear St Suite 1100

San Francisco, California 94105

Visit Website Call Now Get Directions

Hours

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

Customer Reviews

I have been a client of Records in Order for close to 8+ years now. Scott and his team are really so much more than just an accountancy service. Between our personal and multiple businesses ranging from S-Corps, multi-disciplinary corporations, and non-profit organizations, Scott keeps abreast of all aspects that help you to financially streamline your operations, and implement new policies as they develop. I am not even close to being a top-client, but I am treated like one! If you are looking for pers

I highly recommend Scott and his Team. We have been using them for over 7 years and they have been our saving grace over and over again. Their availability and the information and constant updates sent to us during the past few months has especially been invaluable. We have complicated accounting between an S Corp, LLC, Real Estate both in California and out of state, as well as multiples streams of income and Scottt keeps on top of everything for us. I say my Thanks every day for Scott and his Team.

I strongly recommend Scott Turner's accountancy. I sleep soundly at night knowing I'm not leaving money on the table for the IRS to snatch away. The money I got to keep in just one year with Records In Order paid for a solar system for our entire home - AMAZING! Even if you think your accountant is good, at least ask Scott to review your past returns and he'll likely save you even more.

The RIO team is fantastic. Knowledgeable. Responsive. Trustworthy. RIO specializes in small biz accounting and provides the full suite of services under one umbrella. From incorporation to taxes, they make accounting simple for me as a business owner. It's crucial for me to have someone I trust managing my books and corporate taxes. RIO keeps me informed and the line of communication is strong. When the Pandemic hit, RIO was all over it. They have done a hell of a job staying on top of the constant changes

Scott has been my CPA for over 15 years now, and I have practiced in 2 different states. There isn't a better or smarter person that I know regarding taxes and business planning. I'm not exaggerating by saying that he has saved me thousands of dollars over the years. I personally recommend him to anyone, and have referred several friends to him as well. On a side note, the information that he provided to us during this Covid19 crisis was spot on and detailed. I was forwarding it on to other business prof

I've worked with the team at Records in Order for a number of years, and they are friendly, patient, very helpful and timely. They have gone out of their way to take care of some of my needs, and during the COVID pandemic, they have continuously updated pertinent information as things have changed, to give clients knowledge of our options. I highly recommend this team!

Always available and timely with questions. Great customer service and extremely detailed. They've done great work for our business for years and we have recommended all our colleagues.

Timely response and knowledgeable regarding tax strategies. Have utilized his services since 2003. Highly recommend.

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.