*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.*
1095 Nelson St #110
Chico, California 95928
The staff is courteous and professional. Heather is very patient with questions. She updated my tax return to accommodate new deductions that were discovered, resulting in substantial savings for me. Thank you, TreeStar, for taking the stress of doing taxes.
Tree Star solutions has been doing my taxes for the past 3 years. Heather is very knowledgeable. She responds my emails on time and answers my questions in the way I can understand. Heather helped me with my amended tax returns as well. I am very pleased with the service. I will continue to use Tree star solutions for the upcoming years.
TreeStar Solutions has been doing my taxes for the last 5 years and this office is friendly, easy to communicate with, and efficient. I feel quite confident in their work and appreciate how responsive they are to questions. I'll be doing my taxes with TreeStar Solutions for as long as I'm paying taxes ... and what is that old saying about taxes?
TreeStar, Heather and the entire staff are so helpful and willing to do everything possible to provide great service and navigate complicated tax issues. We have been with TreeStar since after the Campfire, and we cannot be happier.
this is my 2nd year with them... they are the best tax person/company i have ever had...even though i moved back to Vallejo i still used them and will continue to use them. always returns my calls and completes all forms need for federal and state tax return.
The Tree Star team is a wonderful group of experienced women who really know what they are doing! They're very helpful, professional, knowledgeable, prompt and skilled at their profession. I would highly recommend them! Thanks Heather and all you girls at Tree Star. ;-)
I've been working with Heather & TreeStar Solutions for two different businesses of mines since 2018! Always a pleasure and a wealth of information!
I am forever greatful for Heather and her amazing team! I can rest assured that my finances are in order and my tax's were done in a timely manner.
Heather has been taking care of our taxes for years now. Her and her team are professional, thorough, great communicators and polite.
Heather Perry has been a kind, helpful, & valuable aid to me each and every tax season for the past six years. I would recommend her to anyone.
TreeStar is always the best. Their portal system is so user friendly and easy. I love how you are notified throughout the entire process so you don't have to wonder what is going on with your return and everything is done electronically. Life is busy these days for most people so I would absolutely recommend using TreeStar Solutions for Taxes :)
This service is very dependable and trustworthy with my 2 accounts. They do both my bookkeeping and taxes. I wouldn?t want anyone else handling my paperwork!
It was time for a change from H&R Block. A friend recommended TreeStar Solutions. We are so happy we made the switch. They helped us get a tax return this year. Heather and her team went above and beyond to help us get our books where they need to be.
Excellent work, efficiently completed! So helpful and easy to work with. I highly recommend them!
I?m not sure how this company is getting good reviews when our experience was so horrible. My husband filed his 2020 taxes with Heather Wall and for months he never received his return or any call backs from Heather. She avoided him and he was not able to file any taxes since. We married this past June 2024 and I decided to look into this. We tried contacting her office for weeks and finally saw she changed her company name. I started emailing and calling her new office and was always told, "She's out of t
The team at Treestar Solutions was great they took an extremely complicated business return and made sense of it. They filed all the pertinent forms then filled out our personal taxes. All this was done in a timely and professional manner. I would highly recommend Treestar Solutions. Thank you for your excellent work.
Heather and her team have been a pleasure to work with this far. We had payroll tax issues that we couldn't get any traction with the irs for months. In 2 weeks, she found and resolved all of our issues. I highly recommend the services from Tree Star.
Heather is my favorite, she is fast and does a great job with what I have.
I brought in my taxes from three different states and had completed documents within a week and was able to do all approvals and signing through their online portal. What a convenience as I would normally have to travel to perform those processes. Thank you TreeStar.
Thank you so much for preparing our taxes with very little time. We sent information late and you still filed our returns on time. Staff very kind and supportive! Overall great service!
I love Tree Star Solutions Heather and Evita got my taxes done within the week, they are the best tax service in the Chico area. The staff were a great help during the entire process. It was my first time as an adult filing taxes and Tree Star made it simple and easy! I will be going back next year.
Fast, friendly and helpful. Would recommend to anyone
Heather was great. Communication a entire process was very smooth.
This is our second year to use TreeStar Solutions and we could not be happier. Evita and her team are extremely knowledgeable in their field and make working with them enjoyable. This team is efficient and responds timely. We wouldn?t want to do business with any other firm!!
This is my second year using Tree Star Solutions for Tax purposes. I have finally found a company with Beautiful and kind people who are helpful and extremely knowledgeable for not only my taxes but also financial future/retirement planning. I love this company!
I have gone to Tree Star Solutions for years! They are always fast and on it. Not to mention, the best prices around with exceptional customer service. I highly recommend them as they are professional and get the job done well!
Heather is most knowledgeable person i have ever worked with.thank you thank you for the great job!
Always fast and accurate. Great communication and solid effort on our specific needs!
We want to thank everyone at Tree Star Solutions for for their excellent work over the past 4 years, which has helping us navigate our way through potential catastrophe. When margins thinned and all but disappeared in our industry bankrupting many others around us, Tree Star Solutions helped us to identify crippling inefficiencies and then focus our efforts in areas that were showing gains. Even in a very difficult business climate, our corporation is not just surviving but steadily growing in a fiscally re
I've worked with Heather since 2018. Heather and Evita have partnered up to provide comprehensive bookkeeping, tax preparation, payroll and other financial services. They are responsive and have a grasp on the difficulties of navigating cannabis businesses and beyond. I couldn't do it without them!
Heather is wonderful! She is knowledgeable, responsive and handles our bookkeeping, taxes and payroll. As a small cannabis farm we appreciate her expertise in METRC, and knowledge of how to maximize our tax write-offs in this difficult to navigate industry.
Everyone is very helpful and very thorough. And very timely in their response to questions.
TreeStar is an incredible group that specializes in helping the most vulnerable. We have a complicated business and TreeStar was there to help with organization and strategy of 4 years worth of mayhem. The ability to take on new tasks and filing taxes is a dream scenario. Working within our limited budget was also a huge plus. If you need help for a huge complicated problem, make TreeStar Solutions your first and only call.
100/10 recommend I wouldn't want to have my taxes done by anybody else! Replies fast, and very helpful. Also, with the new portal it makes uploading documents and communicating super easy!
Great Staff, Very Friendly, Great Communication. I will continue to use TreeStar Solutions for all of my business needs.
Great Job with our personal and trust taxes. Accurate, very efficient, polite and professional. Will continue to use their services. You should as well.
Have used Heather and TreeStar for several years now and is very happy with their service.
Tree Star has done an excellent job on our small business book keeping and accounting. I don?t know what we?d do without them. Highly recommend for any business.
Evita is knowledgeable and professional. We?ve been so blessed to find someone that we can feel confident with the accounting/ bookkeeping of our businesses. She definitely knows what she?s doing.
Best tax ladies ever! They are easy to communicate with, and are extremely helpful! Shawna and Heather both go above and beyond to help!
5 out of 5 Heather has been doing my taxes for a few years never had issues super knowledgeable friendly staff.
Very professional, prompt service our company will continue to use Treestar solutions.
Yes definitely use Tree star
Fantastic, trustworthy service. I always appreciate the prompt replies to my questions and the willingness of the staff to help me move forward with my business.
These girls rock! They saved me bunch of money n straightened out my books? So thankful I met them :) Tree Star has my highest recommendation?
Excellent service and the App they use is easy to use and worked great, did everything online.
I give the ladies at Treestar Solutions 5 stars! Professional but comfortable. Very helpful and friendly, Thank you Kayla
I was so grateful when I came to the front desk all the ladies help me and then Kayla came up and help me with all my my paperwork and taxes andpaperwork , all my concerns and she made it seem so simple I'm sgrateful for the help pa
Fabulous service! They are kind, accommodated my special needs and do a great job with my taxes!
Super awesome company, did my taxes super fast, got my money with in a week. Thanks tree star
Heather is easy to work with and knows what she?s doing!
Amazing! If you don?t have your taxes done by a professional, you absolutely should. Come to Tree Star, you will not regret it!
Everyone I?m the office is so unbelievably friendly and helpful. Makes you feel right at home.
They always are on time and work is done correctly!~ Use them and you wont be dissapointed!
Very pleased with the service Heather and shawna are the best thank you so much
always does a great job on my taxes.
Friendly staff and great services. knowledgeable in taxes and bookkeeping
Thank you so much Heather. Been the biggest help !
All good, quick and efficient!
Super fast and efficient. Friendly and easy!
Always a great experience. 10/10 recomend!
Quick and easy, highly recommend.
So helpful with my taxes and my company!
Always helpful. Very much appreciated
Great service every time!
Did great with my taxes.
Great service will come again
Happy with Service on time with no mistakes
They are fantastic and fast!
Very easy to work with.
Great accountants. Professional and friendly!
Extremely fast and helpful
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.