Tax Shark

Tax Shark

About This Listing

Audit
Tax Preparation
Tax Planning
IRS Representation
Small Businesses
Individual Taxpayers
Complex Situations
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

Audit
Tax Preparation
Tax Planning
IRS Representation
Small Businesses
Individual Taxpayers
Complex Situations
Remote Services

Contact Information

Address

1700 Eureka Rd #155-1

Roseville, California 95661

Hours

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

Customer Reviews

Well, I am not very efficient when working with computers, and I have to say despite my down falls, Tax Shark was very patient and guided me through the process. With that said, my taxes were completed in a timely manner and within weeks my return was deposited into my account. Thank my lucky stars I only have to do this once a year.

Lana and Denis are fantastic, they are on top of their game for processing and being thorough on your taxes. I have had them do my taxes for over 10 years and I?ll keep coming back to them. I would highly recommend them and their team!

Great experience! I needed a letter for the final stage of our mortgage. As two self employed individuals this was needed to move forward. Tax Shark was quick from start to finish. I filled in an inquiry and within minutes I was getting a phone call with staff (Denis) confirming and asking more questions about the process. Quick and easy payment online and easy to use online portal for info and documents. After sending in all the paperwork within 1 hour our letter was ready! Would absolutely recommend them

I had an amazing experience with Tax Shark. They were professional, knowledgeable, and efficient with my end of the year tax. Would recommend for everyone.

My wife and I had a fantastic experience with Tax Shark services this year. Their attention to detail saved us time, money, and we appreciated their diligence, especially considering our situation of running a small business. As entrepreneurs, accuracy in our tax return is crucial, and Tax Shark delivered flawlessly. Additionally, they helped us avoid the stress that came with the loss of our former tax preparer, whom we had relied on for just about two decades. Transitioning to a new tax professional can

It's a pleasure to work with Tax Shark. Professionals in their field. Fast recording, detailed and professional consultation. I definitely recommend this company for cooperation!

Absolutely amazing experience with TaxShark! I contacted them with two days left before the extension deadline and from the first moment, communication was top notch. They efficiently were able to prepare my personal and business filings in time and helped me avoid any fines or penalties. I will most CERTAINLY, be using this team from here on out and I highly recommend them.

I turned to Tax Shark and have never regretted it! Professional work, full support in all matters. I will continue to work with Tax Shark.

Denis and his team were great! Always answered questions and helped make the process less stressful.

Tax Shark has been preparing my tax returns for the past four years. They provide a fast turnaround. Lana is knowledgeable and professional and always very responsive, and overall a great person to have on your side.

My taxes have been prepared by Tax Shark for a few years. Denis is always warm and friendly. He responds to all of my inquiries promptly and with clarity. Lana is amazing too. She completes my returns quickly and without errors. Lana provides constant communication throughout the process, including notification of when my returns have been eFiled and notification that my eFiled return has been accepted by the IRS.Thank you Tax Shark, Denis and Lana, for your commitment to excellence and to your customers.

Tax shark was AWESOME!!!! Needed a CPA letter for our home loan and they helped out. It was so easy and they were there for revisions if need be! Totally recommend them to everyone and anyone!!!!!

Very fast and efficient?exactly what I was looking for! Highly recommend to everyone!

Lana and Denis helped me with taxes this year. Their expertise made it quick and easy process. Grateful for their professionalism and support. Highly recommend!

Lana was great! She got our taxes done insanely fast and provided great service! My wife and I recommend her services to all of our family and friends!

Excellent tax and customer service! I've been doing taxes with Tax Shark for years. I'm very happy how knowledgeable and fast they are. Highly recommend!

They are very friendly and professional. It was my first year to deal with my tax since I was a new comer from China. I was confused because of a tax treaty between the US and Chinese governments. Lana did some perfect researches on my case and eventually found out the best solution. It was a great experience. I highly recommend Tax Shark to enjoy their service.

The absolute worst hire in my 20 plus years as a business professional/owner. I found Lana the owner and sole individual at Tax Shark, to be lacking in experience, knowledge and a basic depth of understanding of the English language and how to effectively and efficiently communicate both verbally and in writing. This proved exhausting for both myself and my assigned auditor. I found her fees for service to be beyond exorbitant based on her knowledge base. My experience was one based on how much I could be f

I?ve been filing my taxes with Lana for a few years now and it?s been the best! She?s so efficient and easy to work with. Definitely recommend her! ??

Past several years have been doing taxes here. The quickest and easiest way ever! Svetlana is extremely knowledgeable. Would recommend!

Requested service in August and it?s now October and I have no idea what?s going. Gave all documents quickly but Lana took weeks or months to respond. Filed my state tax late and hasn?t even told me if I get a refund or have a balance due. Horrible service. Beware, I wish I would not have paid ahead.

The measure of success in this case was a comfort letter for a mortgage underwriter on a somewhat complex set of circumstances. The final letter was accepted without additional questions. The process was handled by the Tax Shark staff quickly and with attention to details I provided to explain the unusual arrangements that caused the mortgage company to request the ?CPA? letter.

Very responsive staff! They helped with setting up the company, tax return, and answered numerous questions. I rate them 10 stars out of 5! Truly deserved!

I have been doing my taxes with Lana for years. Always professionally and timely done for reasonable price. Recommend!

Tax Shark was recommended to me by a friend, and I couldn?t be more happy! They helped me with my personal taxes and business taxes . They were really helpful and made sure that I understood everything.

I am a Canadian, working in US under work visa. Which make my tax preparation a little bit complicated for myself. I went to Tax Shark, and they have prepared my tax forms quickly, and accurately. No debt, they have proficiency in their field and they know what they do. I recommend them for personal tax preparation for persons with work visa, and non US residents.

Wonderful service!! They helped me and my daughter prepare returns since 2019 and have never had problems. Thank you Lana and Denis

absolutely cannot say enough about level of excellence. communication is on point; love that there is an online portal to add all documents - makes an "unlikable" event in life something so easy, less stressful, no anxiety. THANK YOU!!

With so many options in the area you should never consider this one. I discovered that her reviews on Yelp were likely fake too little too late. She is extremely difficult to understand both in writing and verbally. Save yourself the frustration and make another hire.

Denis was very quick, thorough and incredibly helpful.

They save time, money and stress of doing my taxes Denis was a pleasurer to talk too Would recommended

Quick responsive, all through the app and email, gets easier with tax shark every year, also cheap

Always on time and prompt service

Professional and excellent service! They make everything very easy and effortless.

Best service , Lana is knowledgeable , experienced , responsible . I recommend her services .

Tax Shark helped me a lot of cash! Lana is very professional, helped me with the IRS and tax planning.

Perfect service, very fast and accurate!

Professional, knowledgeable and timely service.

experience, professionalism,

Great place for tax preparation services!

Awesome service ????

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.