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Tactical Tax Solutions

Tactical Tax Solutions

Reviews Summary

The overwhelming majority of reviews praise the exceptional service, highlighting quick responses, expert tax knowledge, and stress-free experiences. Customers consistently commend the professionalism, efficiency, and outstanding communication, with many noting fast turnaround times and valuable tax insights. While one review expressed disappointment, the consensus reflects highly satisfied clients who strongly recommend the service for its reliability and seamless process.

About This Listing

Bookkeeping
Tax Preparation
Tax Planning
Sales Tax Compliance
Financial Advisory
Small Businesses
Individual Taxpayers
State-Specific Experience
Remote Services
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

Bookkeeping
Tax Preparation
Tax Planning
Sales Tax Compliance
Financial Advisory
Small Businesses
Individual Taxpayers
State-Specific Experience
Remote Services
Years of Practice
CPA License

Contact Information

Address

205 Downing Dr

Galt, California 95632

Visit Website Call Now Get Directions

Hours

Sunday Open 24 hours
Monday Open 24 hours
Tuesday Open 24 hours
Wednesday Open 24 hours
Thursday Open 24 hours
Friday Open 24 hours
Saturday Open 24 hours

Customer Reviews

After reading all of the great reviews, I had high hopes for this company. Now I'm wondering if perhaps most of the reviews are fake, as they don't represent my experience at all. I run a small business and I reached out in early April to see if Stephanie was taking new clients. She said that she could help me. Things started off great, as I was promptly sent a link to upload my documents. After reviewing my files, Stephanie said that she would need the help of a colleague to complete my return. I agreed, a

My husband and I had an incredible experience with Tactical Tax Solutions this tax season! Steph was absolutely amazing?knowledgeable, efficient, and incredibly professional. She made what can be a stressful process feel seamless and stress-free. Not only was she quick, but she also took the time to answer our questions and ensure everything was done accurately. Her expertise and attention to detail gave us complete confidence in our filing. We highly recommend Tactical Tax Solutions to anyone looking for r

Stephanie from Tactical Tax solutions is amazing! I had just started a new small business last year and I am still learning about tracking my finances and what I can claim as write offs. She was so patient with me and answered all my questions. She even found me some additional write offs that I wasn?t aware of. I highly recommend Tactical Solutions. You won?t be disappointed.

Stephanie was such a great help and very trustworthy from the start! I hope to keep in touch as it's hard to find a very competent person let alone trustworthy!

I had an exceptional experience with Tactical Tax Solutions. Stephanie demonstrated a remarkable level of expertise, making the complex world of taxes seem effortlessly manageable. From start to finish, the efficiency stood out, ensuring a smooth and stress-free process. What truly sets her apart is her outstanding customer service ? always attentive, responsive, and dedicated to resolving any queries. I'm genuinely grateful for her professionalism and reliability. Choosing Tactical Tax Solutions was a deci

My experience with Tactical Tax Solutions exceeded all expectations. Stephanie?s deep knowledge and attention to detail instilled confidence throughout the tax-filing process. What truly stood out, however, was the exceptional customer service. Stephanie went above and beyond to address my concerns promptly and with utmost professionalism. I'm impressed by her dedication to client satisfaction, making her my go-to choice for all tax-related matters.

I had an outstanding experience with Tactical Tax Solutions!!! Stephanie expertly navigated through the complexities of my tax return and provided impeccable service. The convenience of uploading all my documents directly from my cell phone made the entire process seamless. I highly recommend you call Stephanie for a hassle-free and efficient tax filing experience. 10/10!

Super organized, fast, and responsive. Enjoyed working with her and will use her again.

Stephanie is great! I got her my last document and within 2 days she submitted and I already got my return 3 days after she submitted! Super easy to communicate with and secure document upload. Highly recommend to anyone!!

This is my second year of having my taxes done by Stephanie and it?s very stress free. She?s very professional, quick and efficient. I?m sure I?ll have my return fairly quickly. I highly recommend her.

Best in the business! Fast, professional and kind! Highly recommended!

Great service. Quick response. Answered all questions and concerns. I highly recommend and I will continue to use tactical tax for my business. Never have my taxes been easier and literally stress free.

So easy to work with and very prompt. I love that you can text which is super helpful. Will definitely be using in future.

Very helpful and good at communicating back and forth.

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.