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Sumeet K. Bedi, CPA

Sumeet K. Bedi, CPA

Reviews Summary

Sumeet Bedi receives consistently outstanding reviews for her tax expertise, personalized service, and exceptional communication. Clients praise her ability to resolve complex tax issues, optimize returns, and provide clear, honest advice. Many highlight her professionalism, thoroughness, and willingness to explain details, making even complicated situations manageable. Long-term clients appreciate her reliability, affordability, and dedication to their financial well-being. Her compassionate approach and ability to maximize deductions or credits stand out, with several noting she uncovered savings others missed. Small business owners and individuals alike trust her for both routine filings and strategic consultations. The recurring themes are trustworthiness, efficiency, and a client-focused attitude that transforms stressful tax processes into seamless experiences.

About This Listing

Tax Preparation
Tax Planning
IRS Representation
Small Businesses
High-net-worth Individuals
State-Specific Experience
Years of Practice
CPA License

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

Tax Preparation
Tax Planning
IRS Representation
Small Businesses
High-net-worth Individuals
State-Specific Experience
Years of Practice
CPA License

Contact Information

Address

24003 Bothell Everett Hwy #200

Bothell, Washington 98021

Visit Website Call Now Get Directions

Hours

Sunday Closed
Monday 11AM-6PM
Tuesday 11AM-6PM
Wednesday 11AM-6PM
Thursday 11AM-6PM
Friday 11AM-6PM
Saturday Closed

Customer Reviews

We are so pleased to have found Sumeet. Her services are professional, timely, affordable and very reliable. Her communication style is excellent and her attention to detail is first class. All the reviews shown here are testament to the services she provides. We couldn?t recommend her enough!

Sumeet is great! I had asked her to do my taxes and she makes sure everything is correct, has suggestions on optimizing tax liability, and takes time to explain how things work. In the past, I've had other CPAs where they didn't know certain things and were just plugging in numbers, or others that would just submit taxes without providing any additional advice. I really appreciated the time she spent with me to answer any questions I had. I felt extremely confident Sumeet was handling my taxes correctly. W

I did a simple consultation with Sumeet Bedi to check over business and personal income tax returns. She was able to fit so much useful advice into a short hour. Sumeet is an expert in taxes, and strategies for reducing life long tax burdens, as well as tax implications for retirement savings, medical expenses, and business expenses. I would recommend her to anyone seeking tax help. She is a great communicator and very honest in her assessment of your needs.

Sumeet is incredible! I was looking for a new accountant who would be honest, transparent and who would be willing to review my tax situation with me in person rather than by snail mail and emails like my previous accountant. Sumeet was able to answer my questions and address any concerns I might have, and my taxes were filed in a timely fashion. My only regret is that I did not find her sooner. I just started a new business and look forward to continuing to use her professional services.

We needed some help on my taxes and some scenario modeling. Sumeet was great to work with, was prepared and skilled at communicating. She didn't just bombard us with complicated terms, but took the time and made sure we had a clear understanding of the actions we should take. Highly recommended!

Sumeet is AMAZING! I had a tricky tax situation come up that involved taxes in another state. I met with Sumeet for a consultation and she provided a great strategy for me and she did not pressure me to also have her file my tax return. She did such a fantastic job with the consultation, I also had her file my tax return. If you are an individual that either needs help with your tax return or just needs a consultation, I cannot recommend Sumeet enough!

After getting an unexpected letter from the IRS, I needed fast, expert help to fix a few things on a prior year?s tax filing. Sumeet was truly awesome. She took me on as a new client, worked quickly to meet the deadline the IRS set (the work was actually done early), and was super communicative throughout the process. Her explanations were easy to understand and I felt more informed than ever! She helped resolve my problem and significantly decreased the tax bill I owed, and even found a few new opportuni

Another year of great service!! Great customer service, great knowledge, and Sumeet?s quality of work is exceptional! Sumeet has been doing my taxes for over 10 years.I would only recommend Summit Bedi !

Sumeet helped us with our tax return, which got a little complicated this year. She was simply great to work with--great communication during the process, and terrific follow-up. She was the perfect picture of professionalism--knowledgeable, efficient and just really helpful. We definitely plan on working with her in the future.

If you are looking for a CPA for your taxes or answer any tax questions you might have to ensure you?re getting the most tax benefits you can in your current situation, I would not hesitate meeting with Sumeet. My partner and I had specific questions around real estate taxes. We have always filed taxes on our own but we had very specific questions that we needed a professional?s opinion on. In just one hour with Sumeet, she was able to not only answer our questions directly and efficiently, but she also gav

Sumeet has been great to my family. Her quality of work is exceptional. On top of that, she's genuinely a very good person. For that, she has us as loyal clients for life. She won't rip you off and won't be lazy like other folks I've seen out there.

Sumeet has been so great to work with. As a small business owner with little business/finance experience- Sumeet has been SO helpful and compassionate. I highly recommend her services.

For our family, Sumeet has been a trusted CPA for several years. My husband and I recently moved to another state, and were so impressed with how, using the technologies available now such as secured document portal, Zoom and of course e-mail, our tax filing experience was seamless and stress less. Thank you Sumeet, we miss seeing you in person but are thankful for your professional, personal service.

Amazing Sumeet came into our life in 2015. We walked into her office owing nearly $20k, due to capital gains. With her help and guidance that year, we ended up finding enough deductions to owe nothing and instead get a $700 refund! She walked us through every step. We were also dealing with an audit due to a mistake on a previous year?s taxes involving some rental income. I knew nothing beyond basic Turbo Tax prep, but with Sumeet?s guidance we got through both the audit and capital gains situations. She e

Sumeet has been doing my Taxes since 2010. Now she has 2 Beautiful offices in Bellevue and Bothell. Have you ever watched TV where dogs sniff out truffles. Well Sumeet digs and dives for those hard to find tax credits that most current CPA's miss because they heavily rely on tax preparation software that are not custom made to serve individual returns. Like only you know the back roads to a place that Google maps is afraid to disclose because they want you to stay away from those well protected 25 MPH

We have been using Sumeet for years. She is someone we trust with helping us make business decisions as well as completing our yearly taxes. She is great with efficient communication which is one of the most important things for me.

We have been Sumeet?s customers since 2021 and very satisfied with her service. Sumeet is professional, thorough, and effective with her advice and the cost is reasonable. I would highly recommend Sumeet to friends and family.

Just here to throw in another five star review because Sumeet is truly the best! So helpful, personable, and genuinely cares.

Great person to work with. Thank you for being patient and holding my hand through the process

Sumeet is the best! I wouldn't go anywhere else for taxes.

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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