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Wealthwise Partners

Wealthwise Partners

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

1404 West St

Redding, California 96001

Visit Website Call Now Get Directions

Hours

Sunday Closed
Monday 8AM-4PM
Tuesday 8AM-4PM
Wednesday 8AM-4PM
Thursday 8AM-4PM
Friday 8AM-1PM
Saturday Closed

Customer Reviews

We have been so pleased to work with Wealthwise Partners. Our advisor, Courtney McElvain has done an incredible job of utilizing her market expertise and product knowledge. The level of engagement and communication has made our 10+ year time together such an enjoyable and prosperous experience. The Wealthwise team is trustworthy and dedicated to growing your financial wealth. I have recommended Courtney and her team to my family and friends which says it all. If you are looking for a trusted Wealth Manager

Ann Marie has been my financial and wealth planner since 2016, and I couldn?t be happier! I moved my portfolio from Stifel to Wealthwise Partners when she opened up the business with her partner, Courtney (whom I?ve also come to respect and admire), to remain Ann Marie?s client because I trust her to guide me in making the best financial decisions for my retirement. Year after year, I watch her expand her knowledge and keep up with industry developments. She meets with me annually and always responds to que

Courtney has been so helpful with the planning of our future. She will always take the time to sit down with us and go over questions and/or concerns we have about our retirement. She provides detailed notes with the financial break down so we can understand it fully without feeling we?re all speaking another language. We feel very confident with Wealthwise and recommend our friends to contact them to at least have a conversation about their future.

Ann Marie and Courtney are not only highly knowledgeable but also truly passionate about financial awareness. They take the time to educate and empower their clients. I highly recommend these amazing women and the team at Wealthwise Partners.

I have used Courtney for many years to manage our investments as well as our child?s investments, and she has done a remarkable job. Friendly, personable, and incredible at what she does! I couldn?t recommend her more!

Wealthwise Partners display the highest level of professionalism, dedication, and expertise! Courtney and Ann Marie are always available to my husband and I to answer any questions and they truly care. Highly recommend!

Courtney and Ann Marie have been invaluable assets. They are always available to answer questions and provide guidance. I love working with them!

Wealthwise Partners provides outstanding investment, retirement, and financial services with caring and a personal touch. They are hands-on and proactively engage their clients. They regularly provide information so their clients stay informed and can make informed choices. They are a night-and-day improvement over my previous financial planner and advisor.

Love Ann Marie and her business partners at Wealthwise. The staff here is professional and prompt! I?m happy to do business with them.

I highly recommend the Redding Wealthwise Management Team. The financial advisors are extremely knowledgeable, competent, trustworthy, and always available to address my questions or concerns.

Wealthwise Partners have been the financial partners I have needed. Communicative, willing to help, easy to understand - I have appreciated all their help and support over the years.

The team at Wealthwise is strategic in always looking for the most up to date ways to be financially progressing and their communication is heartfelt and truly devoted to each individual. I couldn't imagine going anywhere else!

Fantastic communication and personal service, we highly recommenf their services!

Excellent customer service and clear explanations. Highly recommend Ann Marie Tyrrell.

Great communication!!! I've done really well.

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.