*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.*
7311 Greenhaven Dr # 208
Sacramento, California 95831
We've been using Naseer for both personal and business taxes for the past few years, and he's been nothing short of amazing. He's professional, knowledgeable, and always willing to help. His modern, stress-free system for collecting information makes tax time a breeze. As someone who works in finance, I truly appreciate his level of efficiency and responsiveness. We previously used another accountant whose systems felt very outdated. We're so glad we found him. Highly recommend to anyone who needs a tax acc
My experience with tax works plus was amazing like always. Working with Naseer is always a pleasure because of his extensive knowledge in the tax business and his professionalism and honesty with everything he does. I would recommend all my friends and family to do business with Naseer.
Naseer made the tax process a lot less stressful for me. He answered all my questions and even assisted me in preparation for 2016 taxes next year. He's alway professional and customer friendly. I highly recommend him.
Our friends recommended to us Naseer as the best tax accountant to get our taxes done. We were really impressed of the great service we got at TaxesWork, He was fast and experienced. We trust our taxes were done in the best way. We believe there is no better place to get tax services from than TaxesWork.
Naseer was friendly, professional & answered all my questions. His fee for doing Income Tax was very reasonable---less than I paid another firm last year. Would recommend him to anyone wanting a good deal
Naseer has always been very professional and personable. He is obviously well educated, and really knows the tax laws very well. He provides prompt and courteous service at a reasonable rate. I highly recommend him. Gail Pochop
Tax works plus is where i go. I have been using this company for 6 years now for my business and personal taxes. I received thorough work with my tax filings at a good rate. The people here are professionals and have the knowledge and know how on many if not all tax related issues. I have referred many of my colleagues here and they were all impressed.
So glad I found Naseer via yelp! I was in search of a CPA to get me out of a mess we were in with some of our taxes and he got it resolved! He is now doing our payroll, taxes adn soon to be full service accounting/book keeping as our business is growing. Very resourceful and I recommend him to anyone who asks me who our CPA is!
Naseer is great! The moment you walk into his office you will feel very welcome. He is very honest and very helpful. He will answer any questions with out any histamine. Great service and good reasonable price.
Nasser at Tax Works Plus is super well-educated and was knowledgeable about all the questions I had. I got my refund sooner than expected and got as many deductions as possible! Thanks!
TW+ has the skill set to handle anything big or small for personal or business-related situations. I've been turning to them for the past 3 years and the one-on-one consultations make me keep coming back. Keep up the great work!
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.