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Zee Skyvara & Associates

Zee Skyvara & Associates

Reviews Summary

The reviews consistently praise the tax professional for being highly knowledgeable, professional, and responsive. Clients appreciate his attention to detail, thoroughness, and efficiency in handling tax preparation. Many highlight his prompt communication, helpfulness in answering questions, and ability to make the process worry-free. Long-term clients express strong satisfaction and loyalty, while first-time users are impressed enough to return. His services are described as accurate, thoughtful, and tailored to clients' best interests, making him a trusted and reliable choice for tax needs.

About This Listing

Bookkeeping
Tax Preparation
Tax Planning
IRS Representation
Small Businesses
Freelancers
Individual Taxpayers
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

Bookkeeping
Tax Preparation
Tax Planning
IRS Representation
Small Businesses
Freelancers
Individual Taxpayers
Remote Services

Contact Information

Address

326 Butterfield Rd

San Anselmo, California 94960

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

This was the first year I used Zee's services for tax preparation and I was very pleased with the overall experience. Zee was efficient, responsive and professional. I highly recommend his services to those looking for a worry free tax filing season!

This was the first year that Zee did our tax preparation and we were very pleased. He's very responsive, helpful, and pays attention to every little detail. I'm so glad we found him, we'll be returning!

Zee is a lifesaver and we can't imagine having anyone else handling our taxes. After having a pretty awful experience with another accountant in San Rafael, my husband found Zee through some research. Zee is always quick to respond, professional, accurate and has our best interest in mind when filing.

Zee Skyvara has prepared our taxes for several years, very much to our satisfaction. He is prompt, helpful and answers questions readily on the phone. We will certainly continue to use his services.

I found Zee through a local Marin Bookkeepers Network site. I posted a note explaining that I wanted someone to keep my books using Quickbooks Online and Zee wrote me a detailed response explaining his services and offering client references for me to check. I checked his references and they had nothing but great things to say about him after years of working together. I met with Zee and knew that he was a great fit for me. He has been incredibly responsive, professional, thorough, and pleasant. I was so im

Zee has been helping me with my taxes for over 4 years now and he is great to work with. He's very professional, extremely responsive and overall just a great person to work with. Thanks for everything, Zee!

I highly recommend Zee Skyvara and Associates for tax preparation and counseling. My wife and I moved to California from Massachusetts early in 2019. Since we arrived, he has prepared our Federal and California and (for 2018 and 2019) Massachusetts tax returns. Among the services he provided for us was getting a Massachusetts tax credit for replacing our septic system when we sold our house there. I suspect that is not something he is called upon to do often! Zee is an outstanding practitioner. I used to

Zee Skyvara was the first person I did on my Tax since I have moved to a different place. The Tax issues were different than I had done before and Zee was so helpful for me! It went through soon and I appreciate him.

We have used Zee for multiple years. He provides excellent service: detail oriented, thorough, thoughtful, and fast.

This was my first year with Zee and I certainly plan to work with him again. He is kind, professional, and extremely knowledgeable. I highly recommend him for all your tax needs!

Zee is a savior! Professional, organized and very knowledgeable! He knows his stuff!

Very professional and timely service. I couldn?t be happier.

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.