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Sunrise Tax & Business Services

Sunrise Tax & Business Services

About This Listing

Accounting
Business Consulting
Tax Preparation
Tax Planning
IRS Representation
Small Businesses
Individual Taxpayers
Remote Services
Years of Practice

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

Accounting
Business Consulting
Tax Preparation
Tax Planning
IRS Representation
Small Businesses
Individual Taxpayers
Remote Services
Years of Practice

Contact Information

Address

8350 Auburn Blvd Ste. 145

Citrus Heights, California 95610

Visit Website Call Now Get Directions

Hours

Sunday Closed
Monday Closed
Tuesday 9AM-4PM
Wednesday 9AM-4PM
Thursday 9AM-4PM
Friday Closed
Saturday 9AM-4PM

Customer Reviews

My wife and I have been going to Sunrise Tax for 3+ years now. We have always worked with Gregg and have had no complaints. This year was the first year that we submitted everything online through the secure portal and it was a breeze. Everything was completed in less than a week. Gregg and I communicated back and forth via email regarding any questions. The e-signing of forms and online payment for services was easy to do. Very satisfied. I would recommend Gregg to anyone.

My family has been working with Gregg and Shelley for a few years now and we couldn't be happier. We get help from them in regards to our taxes, and they've always been great. Their processes are simple, and they always seem to catch something we had no idea about or forgot to add. They help with questions and take the necessary time to explain points we've ran into confusion around. The list goes on, but ultimately I would happily be a reference and recommend them to others given the outstanding experience

After having a bad experience with a previous tax advisor last year we decided to change and try someone new. Sunrise Tax Services was close to us and had good reviews however the experience we had with Shelley Russell was anything but good. The only positive thing was we got our return back in one week; however come to find out later after getting a letter in the mail from the IRS they were done incorrectly. When picking up our returns I wanted to review them with her to make sure we had no questions; whi

We have been going to Sunrise Tax & Business Services for the past few years and it has been a pleasure! They?re always quick about getting us in for an appointment, they handle business professionally and in a very timely manner. The staff is always super informative and helpful with all my tax questions/concerns. I highly recommend them for all your tax needs!

Have been going to Sunrise Tax & Business services for years, can't say enough about the amazing customer service. Our taxes are taken care of in a timely matter and the professionalism is top notch. Thank you for your dedicated work and excellent service.

Gregg & Deanna Hapai are knowledgeable, helpful, honest people. Good friendly customer service. The staff is very professional and easy to work with. I would highly recommend having your taxes done here. We have been coming here for the last 5 years. Fast returns. We are very happy clients and will always recommend this service. Thank You Sincerely, Dave & Patricia Zinola

We recently moved to Washington, but Ray at Sunrise continues to prepare our taxes every year - we send him a package in the mail and he e-files when he completes it. He is reliable, professional, easy to talk to, and always has a suggestion to help us maximize our return. I love the fact that I can call or email him anytime through out the year with a question. He knows his stuff - you won't be disappointed!

I usually do my taxes with turbo tax...but turbo tax could not solve the problem I was having with my taxes...I was in a panic mode..I called Sunrise Tax Services and explained my complicate tax problem and Shelley said she would help me..I felt she was there to help me...She did my taxes and saved me so much money...I was shocked!!..I wish I had used her instead of doing the taxes myself all those years before...She was wonderful! Her fees were so reasonable.. I would certainly recommend her if you need a

Was very rude and made mistakes on our taxes.

I have nothing but good to say about Sunrise tax and business services. They are very good at what they do, they're very thorough, very professional, very honest and they will go out of their way to answer any questions that you have. Give them a visit you will not be sorry!!!!

I have used this great company on a number of occasions for personal taxes and trust/estate taxes. I have family members who also use Sunrise Tax. They have been in business for many years and are great to work with!

Gregg is a great guy who has done my taxes for years. Great work! I would always recommend his services

Top Notch professional and timely service. The folks at Sunrise Tax & Business services are the best.

Gregg and Deanna are great people and the staff are great people and easy to work with.

It is a pleasure doing business with honest, ethical, hard working people. That is exactly who these fine people are!

Everything I need in tax service. Great and easy to deal with!

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.