Back to Directory
Why Blu

Why Blu

Reviews Summary

Scott Hoppe and his team consistently receive glowing reviews for their exceptional service. Clients praise their deep expertise, responsiveness, and proactive communication. Their tech-savvy approach streamlines processes, making tax and accounting tasks effortless. Reviewers highlight their personalized advice, trustworthiness, and ability to simplify complex financial situations. Many appreciate their modern tools, accessibility, and commitment to client success. The team is described as thorough, organized, and refreshingly personable, often exceeding expectations. Strong recommendations emphasize their reliability, clarity, and value in both personal and business accounting needs.

About This Listing

Tax Preparation
Tax Planning
International Tax
Large Enterprises
High-net-worth Individuals
Startups
Expatriates
Individual Taxpayers
Technology
Complex Situations
Cross-border Taxation
Remote Services

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

Tax Preparation
Tax Planning
International Tax
Large Enterprises
High-net-worth Individuals
Startups
Expatriates
Individual Taxpayers
Technology
Complex Situations
Cross-border Taxation
Remote Services

Contact Information

Address

180 Steuart St #190551

San Francisco, California 94119

Visit Website Call Now Get Directions

Hours

Sunday Closed
Monday 9AM-5PM
Tuesday 9AM-5PM
Wednesday 9AM-5PM
Thursday 9AM-5PM
Friday 9AM-5PM
Saturday Closed

Customer Reviews

Scott and his team are extremely knowledgeable and friendly. They are a vibrant team who understand the system and help their clients to save money. What I really like about Scott is his commitment to personalized service to really be there to help his clients. I highly encourage you to give Hoppe Tax a call to learn more about how he can help save you money and get you into some amazing financial practices.

Last year I had a complex tax situation, and Scott came to the rescue. He and his team are knowledgeable, and very easy to work with. Also they are very tech savvy, and leverage technology very effectively in their interactions with their client. For example you can VC with them, or work with them on a shared document in the cloud, making working on your taxes much more easy.

Scott and his team are the BEST. I love working with them because they're so responsive over email (though gladly talk on the phone when needed), and can handle all documents online. They are thorough, communicative, and make things easy to understand. The process is seamless and I can't imagine trusting anyone else with complicated tax situations.

Scott and his team are great. I appreciate their attention to detail, their innovative use of technology (just the right amount!), and their responsiveness to queries. They are always up on the latest changes to the tax code and are very helpful with guiding me to make the best possible choices for me and my business. They allow me to think about my life and running my business and not worry about my accounting. I've had many accountants. Why Blu is by far the best. I trust Why Blu.

I was referred to Scott & company from a friend while exploring tax advisory services and came away very impressed by the service. Scheduling was super simple, our VC chat was convenient for me, and Scott is extremely likable and informative. From our interaction it was clear that he cares about his [potential] clients, and wants them to be well informed, regardless of whether they choose his service.

I wholeheartedly recommend Scott and his team at Why Blu. I did my own taxes through all those online services for years, and frankly never knew if I was even doing it correctly. Scott and his team are incredibly responsive, interactive, and knowledgable. They even helped me avoid a fairly elaborate tax scam earlier this year where I received calls that matched the phone number and caller ID of the FBI and IRS. I have no idea what I would have done in that situation if it weren't for Scott and his team.

Scott and his team are very responsive and knowledgeable. They have been using modern technology to communicate with me and clarify all my questions. On top of that I like their pro-active approach notifying me about any upcoming tax related deadlines.

I didnt know what to write here until the other day when I was telling a co-worker about a new vendor and I described him as "he's almost a Scott Hoppe". "Scott" is now an adjective in my company, for the best person there is to work with. He was extremely giving and open before we even became a customer. He's given multiple friends of mine incredibly valuable advice, even when that advice steers them to other tax preparation methods. Scott is after what is best for the customer. His communication is pro

It's been an amazing experience to work with Scott and his team the past year! Scott is extremely knowledgeable, easily accessible, punctual with responses, and an overall great guy - a very refreshing upgrade from my previous accountant!

I have worked with WhyBlu for two years now for my personal and business accounting. Scott?s team is great and is always so responsive! I love that I can reach Scott directly too. I have complete trust that they review my financials thoroughly and make suggestions that are in my best interest. Thank you Scott & team!

I've been working with WhyBlu/Hoppe Tax for 2 years now for my LLC and Scott and his team have been a tremendous help in navigating the convoluted world of taxes. They are attentive and very detail-oriented, allowing me to be worry-free in all the accounting and tax work for our company. I especially love how tech savvy they are - WhyBlu has introduced us to some great tools and platforms like Xero and Gusto, which we rely upon heavily on a day-to-day basis. It has been nothing but smooth sailing since we'v

We recently referred our friend who owns a small law firm to Scott Hoppe. She was thrilled with him and felt he undid a mess that her former CPA had created with her taxes. She described Scott as a great communicator and very knowledgeable regarding issues pertaining to taxes on small businesses.

When it was time to decide whether to incorporate my family law firm, and the appropriate formation (ie S Corp), Scott unequivocally gave sound advice without hesitation. He's got a doctorate in accounting, he's more tech-forward than any other CPA I know, and he's such an informed and fun person to work with-you can't go wrong with Scott and his team!

Superb. Scott and his team are excellent, clear and communicative. I got exactly what I paid for after a complex year of transition. He helped me make sense of everything along the way, responded to all my questions and explained the whole process at the end with a great video review of the filed documents. Strongly Recommended!

Scott and his team are great. They've turned the painful experience of "doing your taxes" and made it simple. Everything is done online which means no driving and less hassle. They are using tools to keep their service more personal - again...without the hassle. Great service.

One of the first decisions we made as business owners was to hire the team at Hoppe Tax to be our guides and advisors in the wild world of small business accounting. It was, honestly, the smartest thing we could have done! Scott and his team have been crucial to our strong year one!

Scott is one of the most dynamic CPAs you'll meet and, is clear to me, someone who enjoys pushing himself to continuously raise the bar. He is committed to the tools technology offers while keeping a personal commitment to each of his clients.

I have no reservations when referring clients to Scott for their tax and accounting needs. He does great work, is extremely organized, uses technology to make everyone's life easier and is an amazing person.

As a new business owner, taxes became over whelming. I was on the lookout for a CPA and I could not of imagined that I would find the gem that I did with Scott Hoppe and his team. They were always available and had the best advice. I can not recommend Hoppe Tax enough! If you are looking for a CPA, look no further, Scott Hoppe is your man!

I've been working with Scott for over a year now, and he's been great to work with. Responsive, professional, approachable, and kind. Good at explaining complex topics, and generous with advice. Highly recommend.

Scott was incredibly helpful with my taxes. He's helped and has continued to help as my company(s) continue to grow and our taxes become more and more complicated. I wouldn't go anywhere else.

Scott has more than exceeded my expectations of a tax advisor. He is thorough, savvy, and communicative. I'd highly recommend him to anyone!

The Why Blu team is the greatest and provides full-service expertise when it comes to addressing your financial needs. The Why Blu team recently pulled off a miracle when I gave them a very short deadline to complete my law firm's taxes as well as my personal taxes so that we could apply for financial aide at a school my husband and I wanted to send our daughter. Because of Why Blu's quick turnaround time and efficient work, we were able to apply for and receive the financial assistance we need and are no

About a year ago, I decided I was ready to modernize my business bookkeeping and switch to a technology-oriented accounting firm. After quite a bit of initial screening, I chose Why Blu and I couldn't be happier with the decision. I'd been thinking of transitioning from Quickbooks Desktop to Xero for quite a while, but I was nervous about getting years of data and entrenched processes converted over. Why Blu handled the entire conversion for me. They worked to understand how my current business process

Great accounting firm that I trust for both personal and business. They do quality work at a reasonable price and use technology to streamline logistics. They are more interesting / less boring than your typical accounting firm and are always looking to improve. Highly recommended.

It's been a pleasure to work with Scott and Team for the past year. Responsive, knowledgable, and technologically forward. Have made complex tax situations a breeze.

Working with Scott and the team is really convenient, and I've received great advice. I highly recommend them!

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.