*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.*
3175 Sunset Blvd #102
Rocklin, California 95677
Lisa is a professional. It's not the first year we've been contacting her to fill out a tax return. She will not only prepare everything quickly, but also explain "what and why." Also, I contacted her several times after submitting the tax return, she will definitely answer and help resolve all issues related to your taxes. It is very valuable to know such a professional. I recommend it!??
She is the best! Can't say enough about her as professional. This is a third year of doing taxes with Lisa and Im always getting a good returns at the end. She answers all questions during the year, so I can prepare to a tax season. She always gives good legal advices that would benefit me at the end. Very smart and professional.
I can't say enough good things about Lisa Lungu, CRTP! She is the best tax professional I've ever had?incredibly knowledgeable, quick, and always willing to help. Lisa thinks outside the box, finding the best solutions for every situation. I strongly recommend her to all my clients because she's not just about filing taxes?she's a valuable resource who truly understands how to maximize benefits and make the process stress-free. If you need a tax expert who knows her stuff and has your back, Lisa is the one
Lisa has been awesome. We have been using her for the last several years and she has always come through. She has explained everything to us each and every time, has always been available to answer questions and makes time to ensure you are not stressing out. 100% would recommend her to anyone who is looking for a great tax person!
Lisa is the best. She corrected past mistakes from another company and did so with efficiency and explainations that made sense. I am happy to have found someone I can finally trust. I highly recommend!
Lisa is hands down the best tax preparer I've met to date. Any question you have regarding taxes, she has the answer! She not only answers all the questions you have but also give you advice on how to manage all your taxes. Lisa doesn't treat you as a client but as a friend, I would even go as far to say as family! She makes sure you're getting top-notch service!! If you want someone you can trust with your taxes and information, Tax Solutions & Bookkeeping is the place for you! This place blows all other c
My girlfriend always spoke so highly of Lisa, so I decided to give her a shot for my taxes this year. With stocks and a rental property in Hawaii, things were a bit complicated?but Lisa absolutely nailed it! Lisa, you're officially my tax person from now on. I appreciate you so much! Easy to talk with, and very accommodating, she is fantastic!!! Thank you Lisa !!!
Review from Adam Miller for Tax Solutions & Bookkeeping ????? I am extremely satisfied with the work of Elizaveta and Tax Solutions & Bookkeeping! Her professional approach, attention to detail, and efficiency make working with her a seamless experience. She is always available, helps navigate complex tax matters, and finds the best solutions. Thanks to her expertise and reliability, I have complete confidence that all my financial documents are in order. I highly recommend her to anyone looking for a tr
A great professional in his field, support and detailed advice on all issues and at all stages. Pleasant service. The best chief accountant of the city!
Lisa and the team are experts who provide top notch service. Tax solutions and Bookkeeping is an excellent business to trust with all your tax and bookkeeping needs.
I've been doing my taxes with Lisa for years, and I wouldn't dream of switching! She's absolutely amazing?her knowledge is next-level.
I am a small business owner that had the same place do my taxes for 12 years. Towards the end of 2022 they stopped returning my calls and my taxes were not getting done. After several months of no contact my friend referred me to Lisa. I had little to no paperwork for her to start with. She started digging into my taxes and found that several years had not been filed even though I had physical copies. It was quite a mess but she was able to get it all figured out and get me on a payment plan to get it all p
I work with a few other cPAs in the past but working with Lisa it's so much easier for me I finally found what I needed
Lisa was super kind, helpful, and efficient. Her office staff is also fantastic.
Great experience! They worked on my extension and handled a pretty complicated tax year for my wife and me.
Highly recommended ?????? I had a very good and professional experience with this company and looking forward to working with them again?? Elizaveta is professional in this field ??????
3rd year doing everything at the same place, definitely good service! I will be coming back ! Elizaveta is best out of the best !!
Been going to Lisa for 3 years! She is very smart, helpful and is great in customer service! Better than many professional services these days!
Great customer service quick turnaround Elizabeth one of the top assistance greatly appreciated thete help.
Lisa is very smart and highly educated person carrying about her clients very much. Thank you.
very helpful and respectful, awesome service! 5/5! ??????????
Lisa works hard. Is honest and has integrity. Very happy
Amazing Service! Answered all my questions regarding my taxes and was super professional
She does very professional her job.
A professional in his work.
Wonderful Tax help, quick responses!
(Translated by Google) I contacted Elizaveta after two unsuccessful attempts with other tax consultants. I accidentally came here and was pleasantly surprised by the prices and especially the service. It seemed to me that Elizaveta is a very competent specialist. She did everything very quickly. I didn't even expect that. Well, she herself is very friendly and pleasant to talk to. I recommend her to everyone. (Original) ????????? ? ????????? ????? ???? ????????? ??????? ? ?????? ????????? ?????????????. ??
(Translated by Google) I am new to business affairs and I am very lucky to have found an accountant like Elizaveta. She helps at every step, explains everything in a clear and accessible way, even when I myself do not really understand all the nuances. She always reminds about important tax deadlines, tells what and when to submit, so that no problems arise. Elizaveta works very carefully and accurately, responds quickly. Many people recommended her to me, and I'm so glad I took their advice. If you need a
(Translated by Google) High-quality work, attention and empathy for each client. Here are the fundamental points. Elizaveta does her work conscientiously, taking into account all the wishes of her clients, but remaining within the bounds of the law. (Original) ??????????? ??????????? ??????, ???????? ? ????????????? ? ??????? ???????. ??? ???????????????? ???????. ????????? ????????? ???? ?????? ?? ???????, ???????? ??? ????????? ????????, ?? ????????? ? ?????? ??????.
(Translated by Google) Elizaveta is a professional in her field! She does her job very competently and efficiently! We have been turning to Elizavete for services for several years now. I recommend!!! (Original) Elizaveta- ???????????? ? ????? ????!????? ???????? ? ??????????? ????????? ???? ??????! ?? ??? ?? ?????? ??? ?????????? ?? ???????? ? Elizavete. ??????????!!!
(Translated by Google) Having turned to Elizaveta for help, she helped me a lot! (Original) ??????????? ?? ?????? ? ?????????, ??? ??? ????? ???????!
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.