*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.*
3550 Watt Ave #140
Sacramento, California 95821
I can?t thank William McConnaughy enough! I was facing over $90,000 in tax debt and the IRS was about to levy my bank accounts. It was an incredibly stressful time, but William stepped in and handled everything with professionalism and confidence. He communicated clearly, kept me informed, and most importantly?he got my entire tax debt cancelled. I didn?t have to pay the IRS a single penny. From $90,000 to $0? it still feels surreal. If you?re dealing with serious IRS issues, don?t wait?call Tax Help Pro. W
I cannot recommend William Mcconnaughy highly enough. Their expertise, attention to detail, and professionalism made a significant difference in managing my finances. Whether it was tax planning, filing, or navigating more complex financial questions, he handled everything with precision and care. What really stood out to me was William Mcconnaughy's ability to explain things clearly and patiently, making sure I understood my options and felt confident in every decision. Communication was always prompt, re
I can?t thank William enough for his outstanding work and expertise in resolving my tax issues. I owed an overwhelming $135,750 for my 2021 taxes, and I was completely overwhelmed and unsure of what to do. However, William stepped in with a strategic plan, unmatched skill set, and unwavering dedication. Through his efforts, he was able to reduce my tax liability to an incredible $2,948?eliminating over $100,000 in tax deficiencies! The relief this has brought to me and my financial situation is beyond word
I have worked with Mr. McConnaughy for the past 13 years as a client! He truly helped me take roughly $100,000 in back taxes to Pennie?s on the dollar. I highly recommend his services. - Rod
It Was a pleasure working with Mar. William McConaughey as he solved my tax issue. I highly recommend him. Not only did Mr. McConaughey provide exceptional assistance in resolving my tax issue, but he also demonstrated a high level of professionalism and expertise throughout the entire process. His attention to detail and prompt responses both efficient and enjoyable. I can not recommend him highly enough for his outstanding service.
William is an absolute whiz. He is incredibly intelligent and knowledgeable about what he does. I was in the tag situation and he has helped me tremendously in getting it resolved and now I have a plan and I'm able to see my way out. I can't express the gratitude and relief. Dad, I'm feeling with the services with the timely responses with the way that he has been able to help navigate me through this journey dealing with the internal revenue service. I highly recommend William. If I can give 10 stars I wou
William, helped me successfully navigate and resolve a tax matter that had been very burdensome to my company. He bought me 2 years worth of time in order to resolve my issue with the IRS. He dealt with the IRS on my behalf and I had zero direct communication with the IRS. Had I not hired on William to represent me, my business would most certainly be in turmoil. He bought me the time I needed to save my company and I am forever grateful for him. 100/100 recommend William. Very professional, extremely knowl
William McConnaughy, has, far and away, exceeded all of my expectations for tax resolution. From our very first phone call, he was never anything but the consummate professional: detailed, reassuring, and highly competent ? all the things I sought in a representative. He was both prompt and courteous when responding to my concerns, and he delivered on each and every promise he made. Purposeful, forward thinking, and forthright, he and his business are hallmarks of integrity ? all of which served to save my
We had been struggling with a very complex (& large) IRS issue for years, and had previously had representation that went nowhere. Enter Mr. McConnaughy, who was able to jump in, see the whole picture and make inroads toward a settlement we could live with. Subsequently, we were surprised by a significant reduction in the amount we now owe, thanks largely to his efforts. His expertise, experience and persistence is what got us to where we are now. He is highly recommended! Thank you so much, William!
Mr. William McConnaughy Is the best when it comes to taxes issue with the IRS? I had taxes issues with the IRS and could not sleep because I was very stressed, until I met William McConnaughy. He guided me and took care of the situation. Today I can sleep well without any stressed because Mr. William McConnaughy. If you have any taxes issues with the IRS, he is the person to call. I truly recommend him for any problem you have with the IRS. Marius
William McConnaughy is highly detailed and responsive. If he says meeting is at 1:00 he means 1:00. He is prepared and ready to work. I retained Mr. McConnaughy with a very complicated IRS issue that kept me up many nights. The minute we spoke I felt at ease and my anxiety levels immediately decreased. My IRS issue now has a positive outcome. I consider William a friend :)
I retained William to help me with a prolonged IRS issue. I only wish I had found him earlier, he successfully got us across the finish line. He is responsive and attentive, his knowledge is valuable. Do not hesitate to hire him for your tax needs, you will not regret working with him.
Around twelve years ago the irs had frozen my bank account and attached my wages. They came after me for one hundred thirty five thousand dollars!! Back then nobody in Pennsylvania would touch a case like that. I don't remember how I got in touch with William,but he was the best person I could've ever found for the job. Without ever even meeting the man and a five hundred dollar deposit for his services,he got the ball rolling. Within a few days he had my bank account open and wage garnishment diminished. H
Mr. McConnaughy was very helpful in all aspects in regards to resolving my tax issues with the IRS. He was easy to work with and always got back to me fairly quickly if I had any questions or concerns. No hidden or gotcha fees, all details were explained and properly backed up by documentation for my records as well as his. I would highly recommend Mr. McConnaughy if you want a straight shooter to help you get past your tax issues. Thank you Mr. McConnaughy.
William McConnaughy is an incredible CPA, I've worked with him consistently over the past 4 years and he's done an incredible job. Handling all the legal issues and really making my business thrive financially! He's really handled all my Tax issues in a timely and secure manner. Highly recommended
Mr. McConnaughy has been a fantastic resource in bringing tax matters current. He is extremely knowledgeable and compassionate in his service. He is accessible and he began working with me immediately to resolve my issues. His tools are practical and easily understood. He demonstrates integrity and commitment to helping his clients. I highly recommend his services.
First off I want to say that when choosing a Tax Pro, it can be a very stressful and Overwhelming situation. My Wife and I prayed about it for Months and we Believe that our Prayers were answered when we found William Mcconnaughy. I liked that William had a video exposing all the many dishonest Tax Relief Companies in the Country. For us that was huge and what we needed to see. He was very Knowledgeable, Experienced, Honest and Professional. Our debt to income ratio wouldn't meet the terms for an Offer
Mr. William McConnaughy is an honest and professional person. My situation with IRS and state taxes was a mess and I have contacted so many tax professionals but no one was able to help me. Fortunately I found Mr. William and he worked hard on my taxes and took the biggest burden out of my shoulders. He is always there whenever I need help and have any questions.I am really grateful to him for his honesty and help.I have full faith and trust in him. If you have any tax issues he is the only person who can
I cannot say enough good things about William McConnaughy. He is a reliable experienced professional CPA who sincerely wants to help people with their IRS tax problems. He understands your situation and when he says he will fight for you, he really means it!! He has helped me more than once in the last 7 years. I would not go anywhere else for any issue with taxes. He is a former IRS revenue agent and he understands all the laws. He is the BEST and he is reasonable. If you need advice or help with any IRS p
I have been represented by Mr. McConnaughy with the IRS succesfully in two occasions and has assisted me with my taxes close to a decade now. I must say, I remain in business thanks to him. He is the business partner your business is lacking....The best offense is a great defense! get him in your team, Your taxes is a third of your business, don't ignore this and worse yet ....put a third of your business in the wrong hands. A true soldier going to war for you can't thank him enough. Don't hesitate to reac
I so much appreciate getting in contact with William McConnaughy, CPA, of Tax Help Pro. We were drowning in back tax debt to the IRS which was causing major stress in our family. My husband and I owe our sanity to this man. William guided us every step of the way with a very caring, thoughtful yet professional way and attitude. I am so grateful that he was as good as I hoped he would be in dealing with the IRS on our behalf. The small things that I worried about were the small things he gave us confide
William has truly been an angel to me. I have been so upset with my IRS issue have not even been able to sleep. He has called the IRS for me and has totally put me at ease. William is still helping me he is understanding never judged me very courteous and kind. William answered any questions I had and always got right back to me whether by phone or email. I thank him from the bottom of my heart. William is highly recommend.
William is truely an expert. He is a nawesome resource to partner with! He is very respnsive and easy to work with. I highly reccommend working with him and Tax Help Pro.
I have worked with Mr. McConnaughy for over two years and he was able to mediate all of my issues with the IRS. He is a very straight forward and responsive individual who provided me with excellent service during this entire ordeal. I highly recommend his services to anyone looking for a knowledgeable and professional CPA who goes that "extra" mile for his clients in a timely and through manner.
I have been in a battle with the IRS for more than 7 years. I went to other tax help companies to help me, all they wanted was to over charge me grossly for terrible customer service. I found Mr William McConnaughy and he's been responsive and personal. He negotiated with a IRS Agent that was not very easy to work with. I am settled in a repayment plan with the IRS and with his help and expertise, they are satisfied as well. Mr Mcconnaughy is very responsive and he takes his time with you to answer and help
The help and service I received from Mr. William McConnaughy, CPA, Tax Help Pro has been outstanding. He helped me all the time, gave me the best advise and helped me all the way to solve my problems. He was/is very kind to me, he understood all my concerns and always was there when I needed any help. I highly recommend him for any help to anybody who may need it. Sincerely, Judit Pap
Mr. McConnaughy was very honest and straight forward in all his dealings with me. He made me feel that he honestly cared about my situation. It took time to resolve my problems with the IRS but Mr McConnaughy never gave up. I can report that the case has been resolved in my favor. I can?t thank Mr. McConnaughy enough for all his hard work and diligence. I would highly recommend Mr. McConnaughy and his tax help service to anyone. You won?t be disappointed.
We can't thank William McConnaughy, CPA enough. We had an insurmountable tax bill from the IRS and he helped us get it all corrected including a final payoff of less than 5% of the original amount owed. We highly recommend Mr. McConnaughy for your tax needs! I know if we ever have a situation, we'll use his services again and recommend him to all our friends throughout the USA!
William is a crackerjack who knows his stuff! He will tell you exactly what will happen next before it occurs and it does every step of the way. Although it did take time because of covid and shortage of staff; the goal of 1M+ to uncollectible status was achieved! He is an IRS Tax resolution Expert who i easy to work, cares about his clients, always responding to emails timely. Proactive when he needs to schedule a call with. William is a professional who makes it extremely easy to choose him. If there were
My experience with the company?s work ethics were great. I owed the IRS lots of money that I didn?t have to pay. Mr. McConnaughey and his business help me and reduced what I owed. If I recall, i saved at least 90% or more in payments and fees. I highly recommend them to anyone who wants to get out of debt with reasonable payment to Tax Help! They are a no nonsense company in relationship with the client (s). They?re extremely responsive. They give adequate notices of communication that impact your case.
If you have back tax issues you really want William to represent your tax issues. Do not believe folks who advertise what you would like to hear. Had severe back tax issues, William resolved it with a payment agreement, without any financial disclosure, Which was best for my situation for now. William will do his best to resolve your issues for your best outcome. There is no song and dance just straight answers. William got on it first day we spoke, stayed with until resolved for my best interest. If you
We contacted Mr. McConnaughy several years ago because we had several years of past due taxes and were frustrated by all of our attempts to handle it ourselves. The balance kept growing and the IRS became very aggressive. His office was extremely sympathetic and not judgemental at all. They took our information and immediately sent us paperwork to complete for Mr. M. We paid the fee which seemed like a lot at the time but was oh, so worth it. His one request was that we send him what he asked for in a t
Right from the outset (from my very first phone call) Mr. William McConnaughy left me with little doubt that I was in the hands of a professional. He was both clear and concise, and made the time to listen and thoroughly understand my tax situation. His approach was both methodical and well laid out. Not only was he a consummate professional, but ingratiating and patient as well, while being most responsive to my each and every question (of which I had many). He was careful in tailoring a plan to my needs,
Very professional, non judgmental, and even through I'll never completely understand how the IRS works it doesn't matter. Mr McConnaughy does and he was able to drastically reduce the amount I had to pay the IRS and end the years of stress and overwhelm. I was impressed by several things about Mr McConnaughy most notable was his quick response to my emails. Not just the autoresponder letting me know he received my email ( yes I did get that) but an actual email back from him personally in a timely manner
Mr McConnaughy was a life saver! He explained everything from my very first call till everything was complete, in terms I could always understand. He helped us resolve our back taxes with the IRS. I highly recommend William McConnaughy CPA, Tax Help Pro!
I am not a person who writes reviews on line, but after receiving such great services from Mr. McConnaughy, I felt the need to share my experience. I was able to speak directly with Mr. McConnaughy, from the get go - no answering machines or holding on the line for a long time. The information he shared was spot on, which helped me feel confident regarding the decisions I had to make. Mr. McConnaughy is very knowledgeable in the field and provided me a clear timeline of events to better prepare as well as t
I Took a chance. I live in Houston Texas, was looking desperately for IRS help. Came across Mr. McConnaughy's Ad Online. After reading his qualifications and experience, we had total peace about hiring and trusting him. Fast Forward A Year. Mr. McConnaughy has won our case. And during this process when I had questions Mr. McConnaughy always got back with us. I'm 62, never really trusted lawyers, but Mr. McConnaughy is the exception and welcome at my home for the family Barbecue anytime! Thank You Sir For Yo
Mr. McConnaughy was extremely helpful in taking care of our tax issue. His insight, knowledge and communication was beyond any other tax help company that we spoke with. We would always recommend him.
William was great, I highly recommend his services. I have a handicapped brother that the IRS said owed them money for years. They would never speak to me as a guardian or executor of his trust. William got everything straightened out and all is good.
William flawlessly prepared 6 years worth of taxes, state and federal. Gave me great, easy to understand instructions on how to file them. He always responded promptly and went above and beyond to meet my needs. I will definitely be recommending him to my friends and family!
My wife and I endured a mounting federal income tax situation for over 10 years. During which, the IRS claimed we owed over $100,000 in taxes. Our assertion to the contrary fell on deaf ears. The IRS would hear none of it calling us ?Frivolous?. After receiving likely over 100 threatening letters from the IRS we decided enough is enough. We needed to put this behind us. In the mail a flyer came from Mr. William McConnaughy CPA offering his professional services to do just that-put this behind us. I
I had over 6 figures in tax liability to the IRS. Googled William and he took the reins and the rest is history. He is professional, courteous, walks you through each step of the process and is FIERCE with the IRS! If you need help like I did and want the best of the best, William is knows his stuff! And my situation...CURRENTLY UNCOLLECTIBLE! Thank you William to you and your TEAM!
Listen if you have been run around or bottom line lied too about the results and cost to get the IRS off your back you really need to call this man! Straight up from day one with expectations of the services and what he expects on my end. Oh, did I mention the craziest payment plan options I?ve ever seen! William D McConnaughy really wants to help people and it shows. I was NOT a believer going in getting ripped off $2000 and over $4000 to OpXXXX with NO RESULTS previously. I was also not paid for this! Wil
This is a scam artist, I paid him thousands of dollars. He never did anything, he insisted I had to file my past due tax returns before he could do anything. He wanted to charge me 300.00 dollars per year to file my taxes after I had already giving him at least 4500.00. While I was try to get up my paperwork to file my bank account was levied. At that point I told him I would file my own taxes and get back to him.. well my taxes are being filed now. But guess what, he won't honor his obligation. It shou
I retained this mans services for helping me stop irs collections on my wages. He did that in 48hrs. I called him up for that and to help me get rid of 50k+ of alleged irs debt. Before him i talked to 2 other persons and they both felt like salesmen while this man felt like speaking to an analyst. I retained him the same day. He is professional and to the point from the get go, assesses situation right away w key questions and in my case gave better than 50/50 odds. Months later settled a 50k+ alleged deb
William processed an Offer and Compromise for us and we were very happy with the results! He was always responsive and communicated clearly on what he needed. We would highly recommend William and would definitely use him again (but we hope we don't have to).
This guy is the real deal!!! After having had a PTSD experience with Optima TAX, it was hard to trust another tax relief company. But McConnaughy not only saved me gobs of money on my taxes, he was much less expensive than the other guys and got results done very quickly. He is great at what he does!!!
William McConnaughy was very professional and easy to work with during my need of tax help. I would highly recommend his services to all in need of tax help or accountant services.
"Due to Alzheimer's, our dad missed filing (and paying) taxes for several years. When we finally stepped in to address the situation, he owed an enormous amount in fines and interest. Mr. McConnaughy became our advocate and negotiated with the IRS on our behalf. The case has been settled, and due to William's expertise, our dad was spared tens of thousands of dollars in payments. We are very grateful for William's wisdom, accessibility, and professionalism."
I would highly recommend working William at Tax Help Pro. He was professional, knowledgeable, helpful and responsive. Definitely would recommend to a friend or family member!
William is very knowledgeable, professional, and punctual! He understands the assignment, and goes above and beyond to ensure 100% client satisfaction.
William has been great, always does what he says he will do. I highly recommend his services. Thanks Freddie.
The most knowledgeable, detailed, patient, person I have every worked with on tax issues. I cannot recommend his services enough.
I have been using Bill's services since 2014 and am totally satisfied with what he has been able to do for me. I highly recommend His services.
William was prompt, succinct, detailed and knowledgeable. All the the things you would want in your CPA. Thanks William, see you in 2023!
Michael is a verte profesional CPA , he helph me with My other and compromiso all the way untic My offer was accepted bueno The IRS i higly recommend him
Was in a pinch, did a search for the surrounding area and found William. He's a life saver! Great work and customer service! Thank you William!
Hi In a sea of scammers William is a beacon of light and hope I highly recommend Mr Mcconnaughy CPA. I appreciate his help very much !!!
So glad I went to see William , best choice I ever made and I learned a lot from him about taxes along the way
I will highly recommend you to anyone who has tax issues that need to be taken care of. Thank you again for all you have done.
BEST DECISION I MADE IN MY LIFE!! Besides my kids?..
Very helpful and knowledgeable
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.