*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.*
248 3rd St
Oakland, California 94607
I have been a loyal client of Upscale Tax Services for the past five years, and I cannot speak highly enough of the exceptional support I have received from Ms. Ke'Sha and her dynamic team. Her professionalism, expertise, and dedication to her clients are truly top-notch. Ms. Ke'Sha is always timely and responsive, ensuring that every question is answered with clarity and confidence. Even in extenuating circumstances, she navigates the complexities of tax preparation with skill and precision, making sure y
I?m not one for doing reviews, but this year 2025 I want to do better because reviews can help build businesses. So let?s talk about how this business has helped my business. I first met Kesha Years before I knew she prepared taxes she purchased a shirt for me and then full circle. I?m looking for a tax preparer and I?m referred to her and her business. When I tell you, she took the time to go through my taxes with the fine tooth comb make sure I maximize every benefit And I?ve received the biggest tax retu
Upscale Tax professionals is one of the best Tax professional companies you?ll ever come across .Miss Ke?shia is very helpful patient and goes above and beyond to make sure you?re taken care of . She?s great at explaining how taxes are calculated and handled removing any unnecessary hassle you?re in good hands! Never had any issues with the process well taken care she is very great a communicating effectively also great at follow up with any questions.
Ke'sha from Upscale Tax Professionals EXCEEDED MY EXPECTATIONS!!!! I found her on Yelp and gave her a call after work one day, and when she answered the phone I knew I would be doing business with her. Firstly, she answered my phone call after business hours... and I was expecting to leave a Voicemail. Secondly, she has great customer service skills and took her time explaining and answering every question I had. And Thirdly, she doesn't waste time and she gets things done FAST.. in a timely manner FOR SURE
Kesha at Upscale Tax Professional did a great job of with filing my taxes, along with answering any questions I had. She helped me make appropriate choices with filing and did it all in a timely manner. She is very professional and explained everything in detail, along with answering any other questions and additional assistance I needed.
I want to take a moment to thank Ke?sha Dennis of Upscale Tax Professionals, for her amazing support in the development and implementation of my tax planning, accounting/bookkeeping, and tax resolution packages. I so appreciate how she worked in such a close and connected way with me and my key staff-- being very attentive to customizing these packages to how my company serves our clients, to my company vision for attracting new higher net worth clients, and to my financial goals. She was very efficient in
My previous taxpayer was illegally using Kesha?s great business ?Upscale?. They didn?t take care of my taxes properly, professionally, and thoroughly. NOW Ms Kesha Dennis on the other hand ! She did a phenomenal job top to bottom. Sent me copies of my taxes. Walked me through every step accurately and patiently. Made sure I got my own copies of taxes that were filed. Wrote a breakdown brief and completely of my situation that occurred to the IRS as well for clarity of understanding of my situation. If you E
I was looking for an easy, speedy, off-hands approach for my taxes. I?m so glad I met Brittany Dyess at Upscale Tax Professionals. My favorite part of the whole experience was the app. It was super easy to upload my documents and finish my portion. I would recommend Upscale Tax Professionals if you want a quick solution.
I use Upscale Tax Professionals every year for my personal and business tax returns. It's always a comfort knowing that I am in professional hands that I can always trust to get me the best out of my returns and they are always there to work with me when ever I need their services. I would recommend them to anyone.
Best tax service by far. Dawn took care of all of my tax needs for the last two years and also has worked with my family and friends. I have re dived the best return without default! Easy filing done on my phone! Thorough and easy!
I've finally found my tax professional home! Multiple forms, no problem: Personal, home, and businesses. This is my sixth year with them and they always have a solution for everything I throw at them. Plus, they are THE best at maximizing my returns?? ( my favorite part!).
Upscale Tax Professionals is the only place I allow to do my taxes!!! This company is prompt , professional and makes sure you are on the right track when it comes to all the tax breaks. Not only do they handle my personal taxes but business taxes as well. They cleaned up my taxes after several years of my stuff being handled wrong!!!! I will always use Upscale Tax Professionals .
Upscale have been handling my taxes for a few years now and I am very happy so far. Very professional yet down to earth staff. I definitely recommend this company and encourage anyone to do business with them. ????????
I have recommend Upscale for their excellent tax literacy. I have been helped for my SBA paperwork, their Non profit Lady buzz helped my family with healthy groceries from their holiday grant. Thank you so much UPSCALE tax pros!
My experience with ms Ke?sha Dennis was MORE THAN AMAZING! I?m only 24 years old and the time she spent on me and my finances was MORE THAN WORTH it! Taxes are my second language now and my financial literacy ? ON POINT ! thank you ! Ms. Ke?sha !
This was my first year filing my business taxes as well a my personal taxes and they walked me through everything! I received the biggest return I have ever received. They now their stuff and are completely customer-oriented. I will be using their services again!
Upscale Tax Professionals exceeded my expectations of financial advisory! They really care about your current state and your future and it shows through their services
Working with Ke?sha and Upscale Tax services have been nothing short of amazing and life changing!! I?m thankful and more than happy that I met them and trusted them with my brand and my business!!
First year not doing TurboTax and I?m so satisfied with Upscale! They genuinely care and I got a lot more than what I would?ve gotten doing my own taxes! See you next tax season Upscale!
Upscale tax professionals was very professional, thorough, and quick with getting my taxes done especially during this pandemic. I will definitely use them again and you should too!
Definitely somebody you wanna tap in with . Very professional and is the best at what she do. I highly recommend you contact her and tell all your friends about her services immediately
If you are looking for someone professional and who actually cares .. well this is at upscale tax professionals.. i have been filing with them for the last five years and I have gotten nothing but the best ! Thank you upscale!!
Mrs.NicoleTysonWilliams was very professional while doing my taxes keep me updated on when my taxes will come and very respectful. Ill recommend anyone to check her out if they ate trying to do taxes. ????????
Ke'sha Dennis presented herself as a professional who assisted with young actor's EDD filing. In reality, she took $500 from me and then refused to communicate with me via phone, text, or email.
Thank you Upscale for taking care of what I thought was a difficult situation and making it so easy,and keeping me up to date on everything that was being done . thanks for not getting frustrated with me when I had so many questions . Thank you for being so kind and going over and beyond for me . you guys are the BEST!!!!
Kesha is incredibly knowledgeable in so many areas. Hire this queen. She will most definitely get you paid.
Excellent service, quick and more importantly EFFICIENT!!! The job the Upscale Team has done for me and my Label is outstanding and I will be using them every year for the rest of my breathing days!!!
Kesha is super knowledgeable and professional, would highly recommend hiring her as your tax advisor.
Professionalism ain?t the word . She takes professional to a whole different level. Definitely someone I?m telling all my friends about and someone you should definitely get to know, I highly recommend
I have used Upscale since I moved to California, staff there are very professional and genuinely nice.They educated you on how to get the most from your return.
thank you so much Kesha you have help save my family with the knowledge you shared. we are on the way to creating real financial wealth
Thanks you Upscale Tax Professionals. I use to owe taxes now I?m getting a refund.
Ke?sha Dennis is a hardworking, trustworthy professional who I has provided myself, as well as others quality results for several years.
She is professional, caring, and consistent. I love her energy and everything she has to offer ??????
My experience with them was amazing! They provided great service and made the process very easy and quick!
If You?re Needing Bomb Tax Assistance? This Is Your Go To, Don?t Wait. #BookNOW ????????
I?ve been going to them for the past 4years. They professional speedy and help me get all my funds.
This is a wonderful business that takes care in the details! Definitely won?t disappoint - Crystal Jenee
This is the best financial consultant and tax place we?ve worked with as artists... great service
Great Service. They Always Keep Me Together!!!!
Amazing work ! We appreciate you!!
Great Work fast return. Definitely greatly appreciated.
Definitely fire, so make sure you all invest
I always have a great experience here! I?m a lifetime customer.
She is a good tax professional.
5 stars keep winning
Love love love your 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.