*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.*
9281 Office Park Cir #156
Elk Grove, California 95758
I had a great experience with WPGTax! They handled my tax filing efficiently and professionally. The process was smooth, and the service was excellent. Highly recommend!
I was referred to WPGTAX by a friend recently who's used them for several years. I just got my taxes back, and it was as smooth and efficient as I could have wanted. I also got a nice refund! Thanks, Wayne! I look forward to many more years of working with you.
Thank you Wayne! Our experience was great. Wayne is professional, communicated well, and provided us with options going forward. We look forward to doing business with Wayne and Wpgtax in the future.
This was my first time doing my income tax with WPGTAX. It was a great experience working with WPGTAX. I got all my concerns and questions about my income tax answered. I am looking forward to doing business with WPGTAX again next year. Best regards.
Wayne took us on late notice this tax year... despite a ton of work (we're a whole corporation). We are greatly appreciative of his detailed questions, as we know he saved us a ton of money by being so thorough. Do yourself a huge favor and select WPGTAX as your new CPA! You will be glad you did!
I highly recommend working with Wayne! He is precise, informative and accurate. It is also important for me to know that my sensitive data is safe. Wayne provides a secure way to transfer data through a portal so I know my data is safe. He's a good communicator and just the type of person you want handling your taxes. Thanks for making this experience seamless, Wayne!
I had a really great experience with WPGtax. Everything was really simple through the website and email and Wayne was very responsive and thorough about making sure I had all the documents I needed. It was the easiest time I've had with my taxes!
We normally do our own taxes but didn't want the stress of it this year. We're so glad we chose Wayne to do our taxes. He's very efficient and professional. We'll definitely be repeat clients and we highly recommend him. Thanks Wayne! Melanie
Wpgtax was a life saver. We found Wayne online and he had great reviews so we decided to give him a call. It was the best decision ever! He answered all of our questions and worries and got our taxes done in very fast order. We can't recommend Wpgtax enough. Thanks Wayne! K&D
This was the first year that my Husband and I decided not to do our own taxes. We were nervous to find someone who was trustworthy and efficient, and Wayne with WPGTax was just the person! Wayne was quick, responsive, and thorough and the whole process went so smooth. We were able to get a larger refund that the previous year and some great advice on future planning. Highly recommend!
My tax accountant unexpectedly closed her business and I had to find a new company. After some research I contacted Wpgtax and Wayne responded promptly and agreed to do my taxes on short notice. He completed his work quickly and I was able to submit my returns on time. I also found his fees to be reasonable.
Wayne was recommended by two of my friends. I usually do my own taxes because they are pretty straightforward . Last year I started a business and needed assistance. I met Wayne on a Saturday and he is personable, professional and very knowledgeable. He took the time to understand my business and my return was completed promptly. His prices are reasonable and he is very thorough. I highly recommend Wayne and of course I will be seeing him again next year.
WPGTax is dependable, reliable, and super efficient! I have been a customer for nearly 10 years! Most importantly, I am treated with kindness and care. Thank you WPGTax for all your help and support through the years!????????????????????????????
I normally do my own taxes, but this past year was a bit challenging and I needed a professional tax person. I found Wpgtax by searching online for nearby tax services. Wpgtax had rave reviews so I decided to call and inquire. Wayne called me back within an hour. He answered all my questions and concerns. First impressions are so important. I felt very confident that I had found the right business to do my taxes. I made an appointment right away, which was on a Monday. By Wednesday (just 2 days), my taxes
Wayne was very patient throughout the whole process, and I appreciate his quick responses. It was my first time going to WPGTAX, and I was very impressed with how smooth and easy Wayne made this for me. Thank you so much Wayne for staying up late to finish my taxes. I very much appreciate your dedication and will be going to you from now on to file my taxes. You are wonderful!!
I heard really good things about wpg, and was recommended for a bit of a complex tax situation, but I have been trying to reach them every so often for about a year now, and never once got through. Voicemails were never responded to either, so I'm not entirely sure how to reach anyone.
For years, a friend of mine prepared my tax returns until he passed away suddenly 3 years ago. After speaking to several tax preparers, I settled on WPGTAX and have never regretted it. WPGTAX has provided professional service with good value in preparing my personal, corporate and Family Trust tax returns. Whenever I've needed a question answered, WPGTAX has responded quickly. WPGTAX is someone I trust.
For the past 13 years I've used Wpgtax. Wayne is professional, knowledgeable and makes the tax filing process so convenient!
We have been going to Wayne for tax services for almost 4 years now and each time he always demonstrated professionalism. He is very knowledgeable, friendly and accommodating. We always get a remarkable service. It's never a disappointment going to Wayne.
Wayne is a pleasure to work with. Clear, straight to the point, and answered any questions I had. Did i mention quick?! Definitely will be referring him to friends and family!
WPGTAX completed my tax return in a flash! Received my refund in a week. I highly recommend this business to everyone that wants their taxes done correctly with no worries. They have been working on my taxes for over 10 years. I would only trust this company to do my taxes!
Wayne is quite knowledgeable, available and helpful. Not only did he help me make the tax deadline (even though I started only in the first week of April) but he helped me understand the details of my return and the tax laws involved.
WPGTAX has been doing my taxes for over ten years now and always done quickly and efficiently. Since Wayne was a former IRS tax auditor, you can be sure your taxes are done correctly.
He really was super helpful with my tax return. I had so many issues, details, questions, and concerns, and he helped me with everything. He is quick to answer questions and he is very fair with his pricing.
WPGTAX does an excellent job every year. The owner is a very nice and professional tax advisor. Even though we moved, we continue to go to WPGTAX because he is so thorough and knowledgeable.
Wpg helped me when I was in a critical situation with the IRS. The guidance patience and attention to detail regarding my situation was impeccable. I felt valued and understood.
I have been using WPGTax for several years with excellent results. The result is always a high quality product with a rapid turnaround.
Wayne went above and beyond just doing my taxes. He even took the time to show me how to close my businesses and sent me the links to the forms.
WPGTAX has been doing our taxes for several years, with prompt replies to my email questions and timely tax return preparation, I will continue to be a satisfied client for the foreseeable future!
Wayne does great work! He's very responsive and accurate! Highly recommended!
Its our first time to go to WPGTax and we can say that the tax preparer was very professional, reliable and courteous.
Wayne matches domain knowledge with curiosity to ask questions to better serve your business. It was a pleasure working with him!
The service Wayne delivered at WPGTAX was courteous, expeditious and trustworthy.
Wayne helped me quickly and efficiently, and even responded to me during late hours. Very helpful!
Wayne is always fast, efficient, and accurate! Thanks for all your hard work.
Wpgtax did excellent job of my income tax every year.
Knowledgeable, responsive and professional. I would recommend using WPGTAX.
My taxes were filed in a timely manner. He does it well, what more can I say?
Excellent service! Very professional and response is quick.
did my taxes with easy great buisness and easy communication!
Professional.Efficient.Trustworthy.Friendly.Accomodating.
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.