*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.*
2233 Watt Ave # 120
Sacramento, California 95825
I have been using Sacramento Payroll Services several years. They done a great job. What I most appreciate in their responsiveness. I've called Greg numerous times on the weekends and late in the evening. He has always responded immediately eager to help. Thanks!
We have been with Sacramento Payroll Services for years !!! Greg is one of a kind. Always available and very involved with his customers. We would recommend sac payroll to everyone. Thanks for all the incredible service over the years.
I have been a customer since 2015 when we hired our first employee. Greg was very prompt, answered all my questions and has since been invaluable whenever I have a question. I highly recommend Sacramento Payroll Services for small business owners due to the personal nature of the service.
Our experience with Greg and Sacramento Payroll has been outstanding. We have used Sacramento Payroll for three years and our payroll has run almost seamlessly. If and when there might be a question, Greg is always there to answer or correct any issues in insure our payroll runs accurate and smoothly. Sacramento Payroll provides us with solutions to all our payroll needs from check processing, employment tax filings, ACA forms, W-2's and much more.
I have been a client since October of 2016, and have nothing but high praise for Greg Stewart and Sacramento Payroll Services. I am a small business owner but feel as important as "the big guys" with the way I'm treated. The only problems I've had were caused by me but were fixed/resolved without any issues. I've already recommended Sacramento Payroll Services to all of my associates, and would suggest you check them out.
Efficient, professional & knowledgeable! As a new business owner I had a lot of questions regarding adding employees. Greg came down to my shop for twice for a one on one meeting and presentation. I have been impressed with his responsiveness & straightforward method. In the short two months of using sacpayroll I have absorbed a lot of knowledge from this service and am now able to run payroll efficiency by myself! My employees also enjoy being able to easily access their pay stubs through the o online po
I am a very new small business owner and have no experience with payroll. Greg was extremely helpful at setting me up with my payroll services. My employees have been happy too. Being a new business, I was audited by workmen's comp. I was very nervous, but I called Greg and he walked me through the steps to get the payroll data needed and I was ok! I am grateful to have this service. Even though I am a small business, this is money well spent!
Sacramento Payroll Services has great attention to detail, is very responsive and always professional. We are very happy with the service we get from Greg. Highly recommend!
I have been a customer of Sacramento Payroll Services for over 4 years. Greg and his company are very customer service oriented and a very good value for their services.I would recommend Sacramento Payroll Services for your company's payroll.
Joe schmo here,???? I called this place to find out what type of service I need because I'm a new business owner and find out about taxes and accounting and different services, and this man "Greg "answered the phone and answered so many questions for me and put me on the right path to three different directions of the services that I need and I'm very grateful for the time that he took for free to explain my needs
We have worked with Greg over two years now and his service is always above and beyond. I highly recommend working with Sacramento Payroll Services.
This company, specifically Greg, services our company. We could not ask for better service. He offered his cell phone number and we've made use of it a few times. He's knowledgeable and patient and we have no complaints.
My small company has been using Sac Payroll for years, very happy with the service and price.
Excellent service and Greg is so helpful and very knowledgeable
Great service. Friendly, responsive, and very helpful.
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.