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Tidwell & Associates CPAS

Tidwell & Associates CPAS

Reviews Summary

The majority of reviews are overwhelmingly positive, praising Tidwell & Associates for their professionalism, expertise, and excellent customer service. Clients highlight the firm's ability to handle complex tax situations, provide clear guidance, and offer year-round support. The staff is consistently described as welcoming, knowledgeable, and attentive, making clients feel valued. Many reviewers express long-term satisfaction, citing trust and reliability as key reasons for continued partnership. A single negative review stands out, criticizing unprofessionalism, but this is an outlier among the glowing feedback.

About This Listing

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.*

Contact Information

Address

2209 Plaza Dr Suite 200

Rocklin, California 95765

Visit Website Call Now Get Directions

Hours

Sunday Closed
Monday 8AM-5PM
Tuesday 8AM-5PM
Wednesday 8AM-5PM
Thursday 8AM-5PM
Friday 8AM-5PM
Saturday Closed

Customer Reviews

I worked with Mike Wells on taxes related to my parents trust. Mike and the office staff made my experience perfect. They communicated very well and made me feel at ease with the entire process. I would HIGHLY recommend their tax services.Thank you, Mike, I'll see you next year.

Had my taxes done at Tidwell, for the first time, and so pleasantly surprised. From the front office to the associates, everyone is professional, helpful, and thorough. Great at details. Cannot recommend them enough.

Tidwell & Associates is an amazing firm. I needed some guidance on tax planning and they were perfect. The offices and staff were welcoming and professional. I met with Mike Wells who was extremely knowledgeable, prepared, and friendly. After reviewing my situation he presented me with options that I hadn't considered and helped me make a much better plan. He also provided me with resources to take home to help me further. I'm looking forward to working with them in the future, they are wonderful. If

I've been a client with Tidwell and Associates for well over 7 or 8 years now and am an extremely satisfied customer. They began by simply preparing our tax returns, but have provided numerous other services including helping us navigate an IRS audit with flying colors as well as helping my staff and I better organize and clean up our Quick-books accounting software. They continue to act in a support role as needed to help us with any Accounting or tax questions that arise throughout the year. This year,

Mike Wells was amazing to work with. I was interested in renting out my home and wanted to know the tax implications that went along with that. It started with an inquiry on their website and immediately got a response from Mike. I was blown away. We setup a time to talk in person. Upon arrival, the staff greeted me like I was family. Offering me drinks and snacks and made me feel very welcome in the office. I sat down with Mike and we talked about my financials and he answered all my questions. He did not

The entire team at Tidwell & Associates has been very helpful and caring over the last two years we have worked with them. Their expertise, diligence, and reliability are service to none. I recommend this team regularly and have great faith in all of their services.

We were recommended to Tidwell & Associates about 10 years ago and they've done a great job of taking care of our business and personal tax returns. Very professional and they've filed extensions for me that have saved my butt many times from being late with government forms.

Extremely unprofessional and untrustworthy. Avoid at all costs.

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.