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Salient Solutions Group, LLC

Salient Solutions Group, LLC

About This Listing

Bookkeeping
Accounting
Payroll
Tax Preparation
Tax Planning
Financial Advisory
Small Businesses
Individual Taxpayers
QuickBooks
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
Payroll
Tax Preparation
Tax Planning
Financial Advisory
Small Businesses
Individual Taxpayers
QuickBooks
Remote Services

Contact Information

Address

5938 Priestly Dr Ste 103

Carlsbad, California 92008

Visit Website Call Now Get Directions

Customer Reviews

Zonia has been so amazing! I recently started a business and was lost! I questioned every financial decision I was making and had no idea what I was doing. Not only has she encouraged me but she has also taught me so much. She really makes things easy to understand. Any questions or problems I have she is happy and quick to help! Best decision I made was choosing to work with her !

As a new small business owner, I had a lot of angst about properly documenting my expenses and revenues and what the impacts of doing it wrong could mean. Zonia was extremely helpful in explaining the ins and outs of accounting, providing me with greater confidence moving forward. She also helped lay the groundwork on what to expect when tax season does come around. Her warmth and knowledge create a safe environment for anyone looking to get assistance with book keeping or tax preparation.

5 out of 5 STARS!! Highly recommends Salient Solutions LLC for booking, accounting, and filings taxes (individual or business). Zonia is knowledgeable, professional, meticulous, attention to detail, communication via text, phone, or email has been within a timely manner. She is HONEST and affordable for the quality of service you?ll be receiving is absolutely priceless. She sets the standard for professionalism within her industry.

I am thrilled to share my exceptional experience with Salient Solutions Group, an accounting firm that truly lives up to its name. From the moment I engaged their services, I was met with professionalism, efficiency, and an unwavering commitment to excellence. I can confidently say that Salient Solutions has set a new standard for accounting firms. One of the standout qualities of this firm is their team of highly skilled and knowledgeable accountants along with the not so "typical accountant personality".

Zonia is amazing at what she does! Our books were a huge mess before she helped organize our Quickbooks. She is very organized, intelligent, kind and truly cares about your success. She is always available to help when we have any questions regarding accounting or taxes. If she doesn't know the answer she takes the time to research for you. She has made my life so much easier. I trust her to take care of our finances, taxes and quickbooks so I can focus on my business. Behind every great business there is a

Zonia is absolutely amazing at what she does and I?m so thankful I found her/Salient Solutions. By far the best accountant I?ve ever worked with and there?s no turning back! She?s a genius at what she does and very thorough. The process is completely seamless.

Zonia and her team have been assisting with our bookkeeping and tax strategy for years, they make everything so simple and easy to understand. Their professionalism is top notch and they let me focus on the business without worrying about the numbers. The monthly meetings have been a great asset to understand where I am with my business finances.

I highly recommend Zonia! She is incredibly reliable and trustworthy. Working with her has been an absolute pleasure ? her dedication and professionalism shine through in every aspect.

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.