*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.*
490 Chadbourne Rd
Fairfield, California 94534
Sheilla Vidal, is a very kind an knowledgeable person. She has listened to my financial situation and asked questions showing she wants a full grasp of my financial life. You can feel the care and concern in her voice. Sheilla is fully prepared and thoroughly cognizant of her materials and programs. Showing graphs and written examples of said programs is a big plus. She is patient and will work around your schedule. She will answer questions patiently and directly . I feel comfortable working on my plan w
Sheilla prepared a personalized holistic financial strategy for me and my husband, and it helped me understand the different options, between disability and life insurance with living benefits, and how to save for retirement. Sheilla is knowledgeable, experienced, and loves to share what she knows. I love her wholistic approach to financial planning. She is always available to answer questions and it's reassuring to have someone professional I can openly ask about financial matters. Sheilla definitely has
Finding a good life insurance in your 50s is exhausting, but Sheilla made it as easy for me! Everything is efficient and well explained regarding my policy and she handled everything through email and phone calls. She give me all updates along the way. Scheduling for signing documents needed is easy and she's always there to guide you. Thank you for your hard work Sheilla!
Sheilla is a joy to do business with. From the start, she's both professional and personable. You can tell she really cares about you and is interested in your best experience first and foremost. Being also in the healthcare industry I instantly related to Sheilla. Her concern and attention to detail..even coming out on a Sunday, to fill out and complete paperwork for my second policy with her, she was gracious and thorough and we had a really great connection. I not only call her my insurance person, she'
Sheilla is great at helping people because she loves what she does. She continues to help me in making sure that I'm taken care of when it comes to providing customer service or being a business advocate. From my experience, she will go out of her way to help even with minor issues. If you aren't sure about your life insurance needs, then go contact Sheilla today! You'll be glad you did!
Sheilla V. helped me with a customized plan, made me feel secure about my future. I felt comfortable with Sheilla because she is honest, transparent and knowledgeable about different options. She listened carefully and addressed my concerns, always making herself available to talk to me, if I have questions or concerns. She empowered me to be equipped with financial knowledge that could help me make the right choices, instead of simply following many I know. Sheilla's assistance was such a positive experien
Sheilla is good at what she does. Not only is she knowledgeable, she is also a valuable team member. She will help you all the way. Through her experience in medical field, she can see the good and the bad of healthcare system. She helps people make the right decisions. She helped me save money for my future and my family. Her intention is to do what is good for me and my family. Thank you Sheilla for truly caring for us.
Sheilla is awesome. She found us a better rate than our previous policy and found it with a good company. She was kind, thoughtful, and attentive...making sure we had all the info we needed and even humored me by laying out the information in a way that I requested, being a visual person. I appreciate all of her hard work and you will to, so give her a call!!
Sheilla is very knowledgeable and passionate about her business. I learned so much from her during our 1 hour meeting. It opened my eyes to the tremendous benefits of her products and services. Be sure to contact Sheilla for a policy review, learning about tax free income and protection against the unexpected. Look no further, contact Sheilla.
I am so very happy with the outcome of my meetings w/Sheilla. She listened to what I wanted to do, examined what I already had and then put a plan together for me. The outcome was far better then what I had. She reduced my monthly premium. She reduced the total amount of time I would need to pay my premium and she increased the face value of my policy by more than $100,000!. And she did all of this by working with my extra out of control life!!! I highly recommend Sheilla, let her help you solve your long
Sheilla has been wonderful since day one. She is such a pleasant person to work with, and clearly cares about her customers experience. It is also apparent that she has passion for what she does. I recommend her without hesitation.
Sheilla is very Professional, informative, and very responsive to all our questions and inquiries. She explained things to us very thoroughly and gave us the best options that would benefit me and my family. Thanks to Sheilla, I know my family will be taken care of and gave me a peace the of mind and security.
Five Stars Plus is the level of service you will receive from Sheila Vidal. I have purchased Life Insurance through Sheila and I can tell you from personal experience that she takes the time to understand your needs and provides affordable solutions. I found that Sheila operates her business with integrity and has earned my respect. Sheila Vidal is truly 5 Stars Plus!
Sheilla Vidal can guide you with financial solutions that will ensure that you and your family members have the best quality of life through all of life's ups and downs. I highly recommend contacting Sheilla as she is very knowledgeable and truly cares about her clients.
Mrs. Vidal is an extremely excellent and efficient agent! I am one of her more younger clients and throughout the entire application process she walked me through what I needed to know, what she thought would be useful, or extra information that would benefit me. With every step of the process, she would be honest and keep me updated on what is happening or what I should expect. I am looking forward to her future endeavours!
Sheilla has provided great services, very knowledgeable about her product and what is needed for my family. Looking forward to learning more from her. Conversation is easy. Thank you once again. I'd refer anyone to you.
She is very approachable and professional. She helped me a lot in different aspects of life and made it sure that me and what matters in my life are protected. Very responsive to all my queries. Trust worthy and I felt so safe working with her. Highly recommended.
Sheilla is a reliable person who will be there to answer all you questions. She makes sure to work for the best of your interest. I highly recommend her!
Excellent service. Sheila was able to assist me while recovering from several surgeries. She would check in with me every week to see how my progress was in getting my claim.
Ms. Shiela helps us understand when me and my husband were inquiring for our life insurance. She'll explain the benefits thoroughly.
A go to person, answers all questions all honesty, very responsive.
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.