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The Weddle Group, Inc.

The Weddle Group, Inc.

Reviews Summary

Most reviews praise the accountant for being knowledgeable, professional, and efficient, with many highlighting his responsiveness and proactive approach. Several clients appreciate the streamlined online services and have recommended him to others. However, one negative review criticizes his attitude and communication, describing it as unprofessional and lazy. Overall, the majority of feedback is highly positive, emphasizing reliability and expertise in handling both personal and business taxes.

About This Listing

Bookkeeping
Payroll
Tax Preparation
Tax Planning
IRS Representation
QuickBooks

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
QuickBooks

Contact Information

Address

3800 Watt Ave Suite 207

Sacramento, California 95821

Visit Website Call Now Get Directions

Hours

Sunday Closed
Monday 10AM-5PM
Tuesday 10AM-5PM
Wednesday 10AM-5PM
Thursday 10AM-5PM
Friday Closed
Saturday Closed

Customer Reviews

I continue to recommend The Weddle Group to friends for personal taxes and to businesses for their varied and numerous accounting needs. I've have the opportunity to see the quality of work done in both roles, and Kenneth Weddle knows his stuff backwards, forwards and inside-out. He's pragmatic, efficient, and cares about his clients without being coddling. He is my first choice for any accounting need that arises.

Ken has prepared my personal and business taxes for the last 4 years, and I have had nothing but the best experience with him. I have tax returns in 2 states, and I have not had any issues. He has been courteous, proactive, and professional in all our interactions. Each year since my initial return, he has sent email reminders to book an appointment and links to secure site to upload my tax documents to facilitate faster tax preparation. Each year, we have discussed how my work and life events have changed

Ken has been doing my bookkeeping and tax prep for several years. He is always responsive, helpful and knowledgeable. The service he provides is top notch. I have recommended him to several colleagues and will continue to do so. Thanks!

Best In Town. Ken has made tax day a not so bad day. He has got my books organized and is very quick to respond with any questions i have. I Recommend Ken and his team to all my Friends and Co Workers.

I would leave zero stars here. I'm going through a tough divorce, but I feel like my taxes are pretty simple. Ken seems to have some oppositional, lazy behaviors going on. He complained about this taking too much of his time and not getting paid enough. The taxes are very simple (same people, same jobs for over 20 years). His emails are not friendly nor confident as a person should conduct business, but rather fearful and honestly lazy. I would not recommend dealing with this person as he would rather be fi

The Weddle Group has impressed me with their professionalism and the cool and easy site to book appointments online, upload documents and any information that I might be curious about or need for my business and my personal tax needs. Ive recommended this business to my family and friends and am happy to say that my mother and brother have both become clients.

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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