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TaxBeats

TaxBeats

Reviews Summary

The reviews consistently highlight exceptional tax preparation services with thorough due diligence, expert tax-saving advice, and outstanding customer support. The CPA is praised for professionalism, deep knowledge of complex tax situations, patience, and clear explanations. Many note significant tax savings, stress-free experiences, and reliable availability for questions. The service is highly recommended for its attention to detail, reasonable pricing, and ability to handle last-minute or disorganized records efficiently. Overall, clients express extreme satisfaction and trust in the expertise provided.

About This Listing

Bookkeeping
Payroll
Tax Preparation
Tax Planning
IRS Representation
Estate and Trust Tax
High-net-worth Individuals
Individual Taxpayers
Non-profits
Multi-state 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

Bookkeeping
Payroll
Tax Preparation
Tax Planning
IRS Representation
Estate and Trust Tax
High-net-worth Individuals
Individual Taxpayers
Non-profits
Multi-state Experience
Years of Practice
CPA License

Contact Information

Address

4532 Jacodo Pl

Dublin, California 94568

Visit Website Call Now Get Directions

Hours

Sunday Closed
Monday 9AM-6PM
Tuesday 9AM-6PM
Wednesday 9AM-5PM
Thursday 9AM-6PM
Friday Closed
Saturday Closed

Customer Reviews

I had a great experience with Hetal?s service for preparation of my tax. She advised me and timely addressed my complex tax return. I highly recommend everyone to use her service instead of using TurboTax. You will get peace of mind by using her service.

Reached out to Hetal for help with a business tax filing. Being a new business our records were not in order. Hetal was very professional and patient to go through all our records and sort it out for us. She was very thorough in reviewing everything and raising concerns in some areas where we had to figure out few things before tax filing. She also suggested areas for tax savings and handled everything on her own. It was also a very short notice. Overall very pleased with her services and will continuing t

????? Hetal is an absolute gem! As a CPA, she's not only professional and knowledgeable but also incredibly friendly and patient. She dives into the nitty-gritty details, explains everything clearly and calmly, and helped us save a ton of money for our business. Highly recommend her expertise?she's a true lifesaver!

Hetal is an absolute lifesaver! They made tax season stress-free, saved me money I didn't even know I could get, and explained everything so clearly. Friendly, professional, and totally worth it?highly recommend!

Hetal is helping me prep tax return for couple of years now, and I find her very professional and attentive to details, not to mention, available anytime for questions and clarification. She is very knowledgeable on my complex tax return with many area of income and expenses. Actually, among all bay area CPAs I tried for last 12 years, Hetal from TaxBeats is the best one and my goto tax person nowadays, I would highly recommend !

Hetal is very professional and dependable when it comes to accounting and filling tax returns. She not only sorted my taxes, but went out of the way and arranged for helping me with getting my wife's taxes sorted as well. She was fast and guided me through out the process with all required documents which made the complicated process easy. On top her charges are very reasonably and is available to help all the time ( a rare amongst this profession). I am extremely satisfied and happy to have chosen Hetal's

Awesome CPA. Does full due diligence on my tax returns, suggests ways how I can save taxes next year.. I am supper happy I went with TaxBeats. Their customer service is also super awesome.

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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