Best CPA's Nearby

CPA's in 95661

Search and Find Top Reviewed CPA's Near You

Locations Map

LEVEL Financing

970 Reserve Dr Suite 202

Roseville, California 95678

2.88 miles
4.5 / 5 (423 ratings)
Tax Preparation
Tax Planning
Budgeting
Financial Advisory

Tax Deferred Solutions (TDS Group, INC)

6939 Sunrise Blvd #250

Citrus Heights, California 95610

3.56 miles
4.5 / 5 (300 ratings)

LEVEL Debt

970 Reserve Dr #201

Roseville, California 95678

2.89 miles
4 / 5 (125 ratings)

Level Coaching

970 Reserve Dr #201

Roseville, California 95678

2.89 miles
4.5 / 5 (108 ratings)
Business Consulting
Budgeting
Financial Advisory
Small Businesses
High-net-worth Individuals
Individual Taxpayers

JMS Tax and Accounting

75 Natoma St c

Folsom, California 95630

5.3 miles
5 / 5 (92 ratings)
Bookkeeping
Accounting
Payroll
Tax Preparation

Defense Tax Partners - Tax Attorneys, IRS Audit Defense & Tax Relief Settlement, Free Consultation

915 Highland Pointe Dr STE 250

Roseville, California 95678

4.35 miles
4.5 / 5 (79 ratings)
Audit
Tax Preparation
Tax Planning
IRS Representation

Tax Shark

1700 Eureka Rd #155-1

Roseville, California 95661

0.88 miles
4.5 / 5 (45 ratings)
Audit
Tax Preparation
Tax Planning
IRS Representation
Small Businesses
Individual Taxpayers
Complex Situations
Remote Services

Kristin Cooper -Certified Mortgage Planner & Divorce Specialist

6085 Douglas Blvd #500

Granite Bay, California 95746

2.64 miles
5 / 5 (38 ratings)
Bookkeeping
Accounting
Business Consulting
Payroll
Tax Preparation
Tax Planning
IRS Representation
Financial Advisory
Estate and Trust Tax
Small Businesses
Mid-size Businesses
High-net-worth Individuals
Real Estate
QuickBooks
Xero
GAAP Compliance

Tax Solutions & Bookkeeping

3175 Sunset Blvd #102

Rocklin, California 95677

3.65 miles
5 / 5 (33 ratings)
Bookkeeping
Payroll
Tax Preparation
Tax Planning
Entity Structuring
Small Businesses
Individual Taxpayers
QuickBooks

Rex Halverson & Associates

3741 Douglas Blvd Suite 380

Roseville, California 95661

0.84 miles
5 / 5 (32 ratings)
Business Consulting
Tax Preparation
Tax Planning
IRS Representation
Sales Tax Compliance
Small Businesses
Mid-size Businesses
Large Enterprises
Individual Taxpayers
Real Estate
Construction
Contractors
Professional Services
Manufacturing
Automotive
Agriculture
Complex Situations
State-Specific Experience
Multi-state Experience
Cross-border Taxation
Local Tax Credits
Nexus Determination
Years of Practice
CPA License

Financial solutions management

408 Sunrise Ave #7

Roseville, California 95661

2.09 miles
4.5 / 5 (31 ratings)

NIMA CPA's

1540 Eureka Rd

Roseville, California 95661

1.41 miles
5 / 5 (30 ratings)
Bookkeeping
Accounting
Business Consulting
Tax Preparation
IRS Representation
Small Businesses
Individual Taxpayers
Remote Services
In-person Support

Capital City Tax

800 Sunrise Ave c

Roseville, California 95661

2.09 miles
5 / 5 (28 ratings)
Tax Preparation
Tax Planning
IRS Representation
Estate and Trust Tax
Small Businesses
Mid-size Businesses
Individual Taxpayers
Non-profits
QuickBooks
State-Specific Experience
Multi-state Experience

5 Star Accounting & Business Solutions, LLC

2999 Douglas Blvd Suite 180

Roseville, California 95661

0.73 miles
4.5 / 5 (26 ratings)
Bookkeeping
Accounting
Business Consulting
Payroll
CFO Services
Tax Preparation
Tax Planning
Sales Tax Compliance
Entity Structuring
Financial Advisory
Virtual CFO
Outsourced Accounting
Small Businesses
Mid-size Businesses
Startups
Individual Taxpayers
E-Commerce
Real Estate
Healthcare
Construction
Contractors
Technology
QuickBooks
Xero
Multi-state Experience
Remote Services
CPA License

Serge Mysin, CPA

970 Reserve Dr #205

Roseville, California 95678

2.88 miles
4.5 / 5 (26 ratings)

Cornerstone Wealth and Tax Advisory Group, Inc.

1540 Eureka Rd STE 103

Roseville, California 95661

1.41 miles
4.5 / 5 (25 ratings)
Tax Preparation
Tax Planning
Financial Advisory
High-net-worth Individuals
Individual Taxpayers
Risk Management

Monolith Financial Group

3000 Lava Ridge Ct STE 120

Roseville, California 95661

0.92 miles
4.5 / 5 (24 ratings)
Business Consulting
Tax Planning
Financial Advisory
Estate and Trust Tax
High-net-worth Individuals
Individual Taxpayers
Risk Management

Parkshore Wealth Management

5940 Granite Lake Dr

Granite Bay, California 95746

2.45 miles
4.5 / 5 (24 ratings)
Tax Preparation
Tax Planning
Financial Advisory
Estate and Trust Tax
High-net-worth Individuals
Individual Taxpayers
Multi-state Experience
Remote Services
Years of Practice

Douglas & Pino CPA's, Inc.

1512 Eureka Rd Suite 160

Roseville, California 95661

1.35 miles
5 / 5 (23 ratings)
Bookkeeping
Accounting
Financial Statements
Payroll
Tax Preparation
Tax Planning
Small Businesses
QuickBooks
Remote Services

Lilani Wealth Management

1624 Santa Clara Dr Suite 160

Roseville, California 95661

1.61 miles
5 / 5 (23 ratings)

ManzCPA

114 N Sunrise Ave STE B4

Roseville, California 95661

1.99 miles
5 / 5 (23 ratings)
Bookkeeping
Business Consulting
Financial Statements
Payroll
CFO Services
Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
Financial Advisory
Forensic Accounting
Virtual CFO
Outsourced Accounting
Small Businesses
Non-profits
Real Estate
Construction
Manufacturing
QuickBooks
State-Specific Experience
Multi-state Experience

South Placer Tax & Bookkeeping Services

3175 Sunset Blvd #102

Rocklin, California 95677

3.65 miles
4.5 / 5 (21 ratings)
Bookkeeping
Business Consulting
CFO Services
Tax Preparation
Tax Planning
IRS Representation
Small Businesses
Individual Taxpayers
QuickBooks
Multi-state Experience
Remote Services
CPA License
In-person Support

Sunrise Tax & Business Services

8350 Auburn Blvd Ste. 145

Citrus Heights, California 95610

3.19 miles
4.5 / 5 (21 ratings)
Accounting
Business Consulting
Tax Preparation
Tax Planning
IRS Representation
Small Businesses
Individual Taxpayers
Remote Services
Years of Practice

Next Level Accounting & Tax

508 Gibson Dr STE 240

Roseville, California 95678

3.73 miles
4.5 / 5 (19 ratings)
Bookkeeping
Accounting
Business Consulting
Tax Preparation
Tax Planning
IRS Representation
Financial Advisory
Small Businesses
Startups
Real Estate
QuickBooks
State-Specific Experience
Multi-state Experience

Denis Samodarov: Primerica - Financial Services

1100 Melody Ln #136

Roseville, California 95678

3.26 miles
4 / 5 (21 ratings)
Bookkeeping
Accounting
Business Consulting
Financial Statements
Payroll
Tax Preparation
Tax Planning
IRS Representation
Financial Advisory
Estate and Trust Tax

Abound Financial

4180 Douglas Blvd Suite 200

Granite Bay, California 95746

0.73 miles
5 / 5 (17 ratings)
Tax Planning
Financial Advisory
Estate and Trust Tax
High-net-worth Individuals
Individual Taxpayers

PSG Certified Public Accountants

9257 Sierra College Blvd STE B

Roseville, California 95661

0.55 miles
4.5 / 5 (17 ratings)
Bookkeeping
Accounting
Business Consulting
Financial Statements
Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
Financial Advisory
Small Businesses
Mid-size Businesses
QuickBooks
Multi-state Experience

Money Bridge: Wealth & Income Planning

300 Harding Blvd #218

Roseville, California 95678

2.16 miles
5 / 5 (15 ratings)
Tax Planning
Financial Advisory
High-net-worth Individuals
Individual Taxpayers

Attorneys Funding Group, Inc.

905 Highland Pointe Dr Suite 100

Roseville, California 95678

4.37 miles
4.5 / 5 (15 ratings)
Tax Preparation
Financial Advisory
Small Businesses
Individual Taxpayers
Real Estate
Complex Situations
Multi-state Experience
Remote Services
Years of Practice

Carlson Tax Consultants, Inc.

510 Oak St

Roseville, California 95678

2.92 miles
4 / 5 (15 ratings)
Bookkeeping
Accounting
Business Consulting
Financial Statements
Payroll
Tax Preparation
Tax Planning
Sales Tax Compliance
Budgeting
Financial Advisory
Estate and Trust Tax
Small Businesses
Individual Taxpayers
Non-profits
Real Estate
Healthcare
Restaurants
Professional Services
Law Firms
QuickBooks
GAAP Compliance
Years of Practice
CPA License
In-person Support

Smolin & Co CPA

1220 Melody Ln Ste 106

Roseville, California 95678

3.29 miles
5 / 5 (13 ratings)
Accounting
Audit
Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
Financial Advisory
Estate and Trust Tax
Forensic Accounting
Small Businesses
Individual Taxpayers
QuickBooks
Years of Practice
CPA License
In-person Support

Saxe Capital

2999 Douglas Blvd STE 180

Roseville, California 95661

0.73 miles
5 / 5 (12 ratings)

Up Capital Management, Inc

341 Lincoln St

Roseville, California 95678

3 miles
5 / 5 (12 ratings)
Financial Advisory
High-net-worth Individuals
Individual Taxpayers
Remote Services

MUN CPAs

2901 Douglas Blvd #290

Roseville, California 95661

0.75 miles
4 / 5 (14 ratings)
Audit
Assurance
Business Consulting
Tax Preparation
Tax Planning
Entity Structuring
Financial Advisory
Small Businesses
Mid-size Businesses
Non-profits
Healthcare
Manufacturing
State-Specific Experience
Multi-state Experience
CPA License
In-person Support

Northwestern Mutual - Jeremy J. Wakamiya

2990 Lava Ridge Ct #210

Roseville, California 95661

0.96 miles
4.5 / 5 (12 ratings)

Kolb Financial & Insurance Services

4240 Rocklin Rd Ste 6

Rocklin, California 95677

3.64 miles
4.5 / 5 (12 ratings)
Tax Preparation
Tax Planning
Financial Advisory
Estate and Trust Tax
High-net-worth Individuals
Individual Taxpayers
Risk Management

Verdeo Capital Group, Inc.

4168 Douglas Blvd

Granite Bay, California 95746

0.79 miles
5 / 5 (11 ratings)
Bookkeeping
Accounting
Audit
Assurance
Business Consulting
Financial Statements
Payroll
CFO Services
Tax Preparation
Tax Planning
IRS Representation
Sales Tax Compliance
Entity Structuring
Budgeting
Forecasting
Financial Advisory
Estate and Trust Tax
Mergers and Acquisitions
Outsourced Accounting
Small Businesses
Mid-size Businesses
Large Enterprises
High-net-worth Individuals
Startups
Real Estate
Professional Services
QuickBooks
Xero
GAAP Compliance
State-Specific Experience
Multi-state Experience
Local Tax Credits
Nexus Determination
Remote Services
Years of Practice
CPA License

Granite Exchange Services

5925 Granite Lake Dr #150

Granite Bay, California 95746

2.45 miles
5 / 5 (10 ratings)
Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
Financial Advisory
Estate and Trust Tax
International Tax
High-net-worth Individuals
Real Estate
Multi-state Experience

Hirsch CPA Tax Consultants

2130 Professional Dr Suite 230

Roseville, California 95661

0.97 miles
4 / 5 (11 ratings)
Bookkeeping
Audit
Financial Statements
Payroll
Tax Preparation
Tax Planning
IRS Representation
Estate and Trust Tax
Forensic Accounting
Small Businesses
Individual Taxpayers
Non-profits
QuickBooks
ADP
GAAP Compliance
Years of Practice
CPA License

Stroub Thompson Noble, CPA's

1540 River Park Dr #120

Sacramento, California 95815

0.72 miles
5 / 5 (9 ratings)
Bookkeeping
Accounting
Business Consulting
Tax Preparation
Tax Planning
Financial Advisory
Estate and Trust Tax
Small Businesses
Mid-size Businesses
High-net-worth Individuals
Individual Taxpayers
Real Estate
Professional Services
QuickBooks
Years of Practice
CPA License

Clarke CPA Group

915 Highland Pointe Dr STE 250

Roseville, California 95678

4.35 miles
5 / 5 (9 ratings)
Bookkeeping
Business Consulting
Payroll
CFO Services
Tax Preparation
Tax Planning
IRS Representation
Sales Tax Compliance
Entity Structuring
Financial Advisory
Small Businesses
Mid-size Businesses
Individual Taxpayers
Real Estate
Healthcare
Hospitality
Construction
Professional Services
Manufacturing
Law Firms
QuickBooks
GAAP Compliance
Multi-state Experience

Solera Asset Managers

1512 Eureka Rd Suite 240

Roseville, California 95661

1.35 miles
5 / 5 (8 ratings)
Tax Planning
Financial Advisory
Estate and Trust Tax
High-net-worth Individuals
Risk Management

MD Bookkeeping Services

1508 Eureka Rd STE 245

Roseville, California 95661

1.36 miles
4.5 / 5 (8 ratings)
Bookkeeping
Payroll
Tax Preparation
Sales Tax Compliance
Small Businesses
QuickBooks

Tax Pros Services

7727 Woodchuck Way

Citrus Heights, California 95610

2.51 miles
5 / 5 (6 ratings)

Automated Tax & Financial Services

6830 Antelope Rd Ste J

Citrus Heights, California 95621

4.38 miles
5 / 5 (6 ratings)
Bookkeeping
Accounting
Business Consulting
Financial Statements
Payroll
Tax Preparation
Tax Planning
IRS Representation
Small Businesses
Startups
Freelancers
Individual Taxpayers
Non-profits
Real Estate
QuickBooks
Remote Services
Years of Practice
In-person Support

Morales EzTax Solutions

7625 Sunrise Blvd #202

Citrus Heights, California 95610

2.9 miles
5 / 5 (6 ratings)
Bookkeeping
Business Consulting
Payroll
Tax Preparation
Tax Planning
Small Businesses
Individual Taxpayers
Remote Services
Bilingual Services

Sierra Ridge Advisor Group

915 Highland Pointe Dr

Roseville, California 95678

4.35 miles
5 / 5 (6 ratings)
Tax Planning
Financial Advisory
High-net-worth Individuals
Risk Management

Professional Tax & Accounting

3017 Douglas Blvd Suit 300

Roseville, California 95661

0.71 miles
5 / 5 (6 ratings)

AM Tax Inc.

1100 Melody Ln STE 216

Roseville, California 95678

3.17 miles
4 / 5 (6 ratings)

Heather Smart, CFP , CEPA , APMA , CRPC

3741 Douglas Blvd Ste 290

Roseville, California 95661

0.84 miles
5 / 5 (5 ratings)
Business Consulting
Financial Statements
CFO Services
Tax Planning
Financial Advisory
Estate and Trust Tax
High-net-worth Individuals
Individual Taxpayers
Complex Situations

Factor Financial

2281 Lava Ridge Ct Ste. 200

Roseville, California 95661

1.05 miles
5 / 5 (5 ratings)
Tax Preparation
Tax Planning
Financial Advisory
Estate and Trust Tax
High-net-worth Individuals
Individual Taxpayers
Remote Services

Hutchison Financial Group

5 Sierra Gate Plaza #340

Roseville, California 95678

2.13 miles
5 / 5 (5 ratings)
Tax Preparation
Tax Planning
Budgeting
Forecasting
Financial Advisory
Estate and Trust Tax
High-net-worth Individuals
Individual Taxpayers
Risk Management

My-Down Payment

2220 Douglas Blvd # 250

Roseville, California 95661

0.86 miles
5 / 5 (5 ratings)
Tax Preparation
Tax Planning
IRS Representation
Financial Advisory
Real Estate
State-Specific Experience
Local Tax Credits

KOI Tax Service

31 Natoma St #150

Folsom, California 95630

5.34 miles
4 / 5 (5 ratings)
Bookkeeping
Accounting
Business Consulting
Payroll
Tax Preparation
Tax Planning
IRS Representation
Budgeting
Forecasting
Financial Advisory
Estate and Trust Tax
Outsourced Accounting
Small Businesses
Individual Taxpayers
Real Estate
Healthcare
Law Firms
QuickBooks

Lockwood & Associates Inc

2380 Professional Dr

Roseville, California 95661

0.74 miles
4 / 5 (5 ratings)
Accounting
Payroll
Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
Financial Advisory
Estate and Trust Tax
Small Businesses
Mid-size Businesses
High-net-worth Individuals
Individual Taxpayers
QuickBooks
State-Specific Experience
Multi-state Experience
Local Tax Credits

Burriss Bookkeeping & Tax Services

7478 Sandalwood Dr #500

Citrus Heights, California 95621

3.36 miles
5 / 5 (4 ratings)
Bookkeeping
Accounting
Tax Preparation
Tax Planning
IRS Representation
Budgeting
Financial Advisory
Estate and Trust Tax
Small Businesses
Individual Taxpayers
QuickBooks

Kee & Associates

967 Reserve Dr

Roseville, California 95678

2.91 miles
5 / 5 (4 ratings)
Accounting
Audit
Assurance
Business Consulting
Financial Statements
Tax Preparation
Tax Planning
Small Businesses
Mid-size Businesses
Individual Taxpayers
GAAP Compliance
Internal Controls
State-Specific Experience
Years of Practice
CPA License
In-person Support

Boden Klein & Sneesby

3005 Douglas Blvd # 115

Roseville, California 95661

0.73 miles
5 / 5 (4 ratings)
Bookkeeping
Payroll
Tax Preparation
Tax Planning
IRS Representation
Estate and Trust Tax
Small Businesses
Individual Taxpayers
Non-profits
Real Estate
Healthcare
Hospitality
Construction
Law Firms
QuickBooks

Michelle E. Phillips, CPA

4960 Rocklin Rd Ste 100

Rocklin, California 95677

3.92 miles
5 / 5 (4 ratings)
Bookkeeping
Accounting
Financial Statements
Payroll
Tax Preparation
Tax Planning
Estate and Trust Tax
Small Businesses
Mid-size Businesses
Individual Taxpayers
Non-profits
Real Estate
QuickBooks
Years of Practice
CPA License

Wurm & Frye Wealth Management

3741 Douglas Blvd Suite 310

Roseville, California 95661

0.84 miles
5 / 5 (4 ratings)

WGG Wealth Partners - Ameriprise Financial Services, LLC

3741 Douglas Blvd Ste 290

Roseville, California 95661

0.84 miles
5 / 5 (4 ratings)
Tax Planning
Financial Advisory
Estate and Trust Tax
High-net-worth Individuals
Risk Management
Complex Situations

McClellan Davis, LLC

508 Gibson Dr STE 120

Roseville, California 95678

3.74 miles
5 / 5 (4 ratings)
Audit
Tax Preparation
Tax Planning
IRS Representation
Sales Tax Compliance
State-Specific Experience
Multi-state Experience

Freddi Eberhart & Associates, Inc.

2237 Douglas Blvd #120

Roseville, California 95661

0.88 miles
5 / 5 (4 ratings)
Bookkeeping
Accounting
Business Consulting
Tax Preparation
Tax Planning
IRS Representation
Small Businesses
Mid-size Businesses
High-net-worth Individuals
Individual Taxpayers

Ilja Tscherenkow: Primerica - Financial Services

1200 Melody Ln STE 100

Roseville, California 95678

3.25 miles
5 / 5 (4 ratings)
Tax Planning
Financial Advisory
Insurance Agencies

BKPR Entry

428 Vernon St

Roseville, California 95678

2.96 miles
5 / 5 (4 ratings)
Bookkeeping
Payroll
Tax Preparation
Budgeting
Small Businesses
Non-profits
E-Commerce
QuickBooks
Xero
FreshBooks
Remote Services

BULMAN WEALTH GROUP

3400 Douglas Blvd Suite 150

Roseville, California 95661

0.59 miles
5 / 5 (4 ratings)
Tax Preparation
Tax Planning
Financial Advisory
Estate and Trust Tax
High-net-worth Individuals
Risk Management

Dean Bennett Insurance and Financial Services, Inc.

3017 Douglas Blvd Suit 300

Roseville, California 95661

0.7 miles
5 / 5 (4 ratings)

Westlake, Grahl, and Glover

3741 Douglas Blvd

Roseville, California 95661

0.84 miles
4.5 / 5 (4 ratings)
Tax Planning
Financial Advisory
Estate and Trust Tax
High-net-worth Individuals
Risk Management
Complex Situations

Bunning LLP

6939 Sunrise Blvd #120

Citrus Heights, California 95610

3.57 miles
4 / 5 (4 ratings)
Accounting
Audit
Financial Statements
Tax Preparation
Tax Planning
Financial Advisory
Small Businesses
Individual Taxpayers
Local Tax Credits
CPA License

Robert W Johnson Accountancy

6234 Birdcage St

Citrus Heights, California 95610

4.41 miles
4 / 5 (4 ratings)
Accounting
Audit
Assurance
Financial Statements
Tax Preparation
Tax Planning
Entity Structuring
Financial Advisory
Small Businesses
Individual Taxpayers
Government Contractors
Non-profits
Internal Controls
CPA License

Karen Peak CPA

1540 Eureka Rd # 104

Roseville, California 95661

1.41 miles
4 / 5 (4 ratings)
Payroll
Tax Preparation
Tax Planning
IRS Representation
Estate and Trust Tax
Small Businesses
High-net-worth Individuals
Individual Taxpayers
Real Estate
Professional Services
QuickBooks
State-Specific Experience
Years of Practice
CPA License

South Placer Wealth Management Group

3175 Sunset Blvd #102

Rocklin, California 95677

3.65 miles
4 / 5 (4 ratings)
Bookkeeping
Tax Preparation
Tax Planning
Financial Advisory
Estate and Trust Tax
Small Businesses
High-net-worth Individuals
Individual Taxpayers
Risk Management
State-Specific Experience
CPA License
In-person Support

Sterling Retirement Group of Sacramento

300 Harding Blvd STE 115

Roseville, California 95678

2.16 miles
5 / 5 (3 ratings)
Tax Preparation
Tax Planning
Financial Advisory
Estate and Trust Tax
High-net-worth Individuals
Individual Taxpayers
Insurance Agencies
Risk Management
Remote Services
CPA License

Nicholson & Olson CPA

729 Sunrise Ave

Roseville, California 95661

1.98 miles
5 / 5 (3 ratings)
Accounting
Audit
Assurance
Business Consulting
Financial Statements
Payroll
Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
Financial Advisory
Small Businesses
Mid-size Businesses
Government Contractors
Educational Institutions
Non-profits
Real Estate
Healthcare
Construction
Contractors
GAAP Compliance
Internal Controls
Multi-state Experience
Years of Practice
CPA License
In-person Support

Galek Tax Law

728 Sutter St Penthouse B

Folsom, California 95630

4.99 miles
5 / 5 (3 ratings)
Tax Planning
IRS Representation
Estate and Trust Tax
International Tax
Real Estate
Complex Situations
Multi-state Experience
Cross-border Taxation
Remote Services
Years of Practice
In-person Support

Hampton Financial Consulting

7625 Sunrise Blvd Suite 204

Citrus Heights, California 95610

2.9 miles
5 / 5 (3 ratings)

Munieh Tax Solutions

8436 Edgecliff Ct

Citrus Heights, California 95610

1.49 miles
5 / 5 (3 ratings)
Bookkeeping
Audit
Assurance
Business Consulting
Financial Statements
Payroll
Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
Financial Advisory
Estate and Trust Tax
Small Businesses
Real Estate
QuickBooks

Edelman Financial Engines

2901 Douglas Blvd Suite 250

Roseville, California 95661

0.76 miles
5 / 5 (3 ratings)
Tax Planning
Financial Advisory
Estate and Trust Tax
High-net-worth Individuals
Individual Taxpayers
State-Specific Experience
Multi-state Experience

Edward Jones - Financial Advisor: Pete McDonald

4275 Rocklin Rd Suite A

Rocklin, California 95677

3.77 miles
5 / 5 (3 ratings)
Financial Advisory
High-net-worth Individuals
Individual Taxpayers
Remote Services

United Financial Services

718 Sutter St

Folsom, California 95630

4.99 miles
5 / 5 (3 ratings)

Clayton Holcomb CLU ChFC

967 Reserve Dr

Roseville, California 95678

2.91 miles
5 / 5 (3 ratings)
Tax Planning
Financial Advisory

Vision Tax Co.

508 Gibson Dr STE 240

Roseville, California 95678

3.73 miles
5 / 5 (3 ratings)
Tax Preparation
Tax Planning
IRS Representation
Small Businesses
Individual Taxpayers
QuickBooks
State-Specific Experience
Multi-state Experience
Years of Practice

We Alliance Wealth Advisors, Inc.

3001 Douglas Blvd # 142

Roseville, California 95661

0.7 miles
5 / 5 (3 ratings)
Tax Preparation
Tax Planning
Financial Advisory
Estate and Trust Tax

Ethan Gomez, Financial Professional - New York Life

2999 Douglas Blvd #350

Roseville, California 95661

0.73 miles
5 / 5 (3 ratings)
Tax Preparation
Tax Planning
Financial Advisory
Estate and Trust Tax
High-net-worth Individuals
Individual Taxpayers
Insurance Agencies
Remote Services
CPA License

Delyon Wealth Management

6801 Five Star Blvd STE A

Rocklin, California 95677

3.54 miles
5 / 5 (2 ratings)

By the Numbers

6939 Sunrise Blvd Ste 115

Citrus Heights, California 95610

3.56 miles
5 / 5 (2 ratings)
Bookkeeping
Accounting
Business Consulting
Financial Statements
Payroll
Tax Preparation
Tax Planning
IRS Representation
Sales Tax Compliance
Entity Structuring
Estate and Trust Tax
Small Businesses
Individual Taxpayers
Non-profits
QuickBooks
Multi-state Experience
Years of Practice

Campbell Taylor Washburn

3741 Douglas Blvd # 350

Roseville, California 95661

0.85 miles
5 / 5 (2 ratings)
Audit
Assurance
Business Consulting
Financial Statements
CFO Services
Tax Preparation
Tax Planning
IRS Representation
Sales Tax Compliance
Entity Structuring
Financial Advisory
Estate and Trust Tax
International Tax
Forensic Accounting
Mergers and Acquisitions
Mid-size Businesses
Large Enterprises
High-net-worth Individuals
Government Contractors
Non-profits
Real Estate
Healthcare
Construction
Manufacturing
Technology
Agriculture
Logistics
GAAP Compliance
IFRS Compliance
Internal Controls
Complex Situations
Multi-state Experience
Cross-border Taxation
Local Tax Credits
Nexus Determination

Moore Messina Webb LLP

2237 Douglas Blvd # 140

Roseville, California 95661

0.89 miles
5 / 5 (2 ratings)
Bookkeeping
Accounting
Audit
Assurance
Business Consulting
Financial Statements
Tax Preparation
Tax Planning
Financial Advisory
Mergers and Acquisitions
Small Businesses
Mid-size Businesses
Individual Taxpayers
Non-profits
Real Estate
Healthcare
Restaurants
Construction
Contractors
Professional Services
Manufacturing
Technology
Law Firms
Agriculture
GAAP Compliance
Internal Controls
Multi-state Experience
Years of Practice
CPA License

Roberts & Associates, CPAs, a PC

1504 Eureka Rd Suite 325

Roseville, California 95661

1.41 miles
5 / 5 (2 ratings)
Bookkeeping
Accounting
Audit
Business Consulting
Financial Statements
Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
Financial Advisory
Estate and Trust Tax
Outsourced Accounting
Small Businesses
Individual Taxpayers
Real Estate
Healthcare
Manufacturing
QuickBooks
Years of Practice
CPA License

World Financial Group

7777 Greenback Ln # 106

Citrus Heights, California 95610

4.52 miles
5 / 5 (2 ratings)

Mehrnoosh Torki: Primerica - Financial Services

1200 Melody Ln STE 100

Roseville, California 95678

3.25 miles
5 / 5 (2 ratings)

Tom Chandler - Private Wealth Advisor, Ameriprise Financial Services, LLC

1420 Rocky Ridge Dr Ste 200

Roseville, California 95661

1.51 miles
5 / 5 (2 ratings)
Business Consulting
Financial Statements
Tax Preparation
Tax Planning
Financial Advisory
Estate and Trust Tax
High-net-worth Individuals

Luz Johnson, LPL Financial

8856 Greenback Ln

Orangevale, California 95662

3.91 miles
5 / 5 (2 ratings)

Mai Hodahkwen CPA

3017 Douglas Blvd Suit 300

Roseville, California 95661

0.7 miles
5 / 5 (2 ratings)
Bookkeeping
Accounting
Tax Preparation
Tax Planning
IRS Representation
Small Businesses
Individual Taxpayers
Real Estate
Healthcare
Construction

Michael S Hawes & Associates

1620 Lead Hill Blvd #100

Roseville, California 95661

1.16 miles
5 / 5 (2 ratings)
Accounting
Audit
Assurance
Business Consulting
Payroll
CFO Services
Tax Preparation
Tax Planning
IRS Representation
Financial Advisory
Forensic Accounting
Small Businesses
Mid-size Businesses
Individual Taxpayers
Non-profits
QuickBooks
GAAP Compliance
Internal Controls
State-Specific Experience

Propp Christen Caniglia

9261 Sierra College Blvd

Roseville, California 95661

0.55 miles
5 / 5 (2 ratings)
Bookkeeping
Accounting
Audit
Assurance
Business Consulting
Financial Statements
Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
Estate and Trust Tax
Non-profits
Real Estate
QuickBooks
GAAP Compliance
Multi-state Experience
Local Tax Credits
Years of Practice
CPA License

Tax Owl Inc

500 Royer St

Roseville, California 95678

2.84 miles
5 / 5 (2 ratings)

Tier One Financial & Insurance Services

4168 Douglas Blvd Suite #200

Granite Bay, California 95746

0.79 miles
5 / 5 (2 ratings)

Inna Hushtyuk: Primerica - Financial Services

1200 Melody Ln STE 100

Roseville, California 95678

3.25 miles
5 / 5 (2 ratings)
Bookkeeping
Accounting
Business Consulting
Financial Statements
Payroll
Tax Preparation
Tax Planning
Financial Advisory
Estate and Trust Tax
Small Businesses
Mid-size Businesses
Individual Taxpayers
QuickBooks
GAAP Compliance
State-Specific Experience
Multi-state Experience
Bilingual Services

Roosevelt Kirby: Primerica - Financial Services

1200 Melody Ln SUITE 100 C

Roseville, California 95678

3.25 miles
5 / 5 (2 ratings)

Robert Rocha - Morgan Stanley

1478 Stone Point Dr #500

Roseville, California 95661

1.62 miles
5 / 5 (2 ratings)
Business Consulting
Tax Planning
Financial Advisory
Estate and Trust Tax
Mergers and Acquisitions
High-net-worth Individuals
Individual Taxpayers

Strategic Wealth Legal Advisors. P.C.

3001 Douglas Blvd # 142

Roseville, California 95661

0.7 miles
5 / 5 (2 ratings)
Business Consulting
Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
Financial Advisory
Estate and Trust Tax
High-net-worth Individuals
Complex Situations

Daniels & Co

1004 River Rock Dr STE 140

Folsom, California 95630

4.41 miles
4.5 / 5 (2 ratings)
Business Consulting
Payroll
Tax Preparation
Tax Planning
IRS Representation
Sales Tax Compliance
Entity Structuring
Estate and Trust Tax
Small Businesses
Mid-size Businesses
Individual Taxpayers
Non-profits
Real Estate
Healthcare
Professional Services
Technology
QuickBooks
State-Specific Experience
Years of Practice
CPA License
In-person Support

Peak Financial Tax Division Inc

2520 Douglas Blvd # 110

Roseville, California 95661

0.68 miles
4 / 5 (2 ratings)

Erich Brashears - Private Client Advisor

1112 Galleria Blvd

Roseville, California 95678

2.76 miles
5 / 5 (1 ratings)

McLucas & Company Inc. Certified Public Accountant

9267 Greenback Ln Suite B-7

Orangevale, California 95662

4.08 miles
5 / 5 (1 ratings)
Accounting
Business Consulting
Financial Statements
Payroll
Tax Preparation
Entity Structuring
Financial Advisory
Small Businesses
Real Estate
Automotive
QuickBooks
GAAP Compliance
Years of Practice
CPA License

Innocent & Associates

7625 Sunrise Blvd #206

Citrus Heights, California 95610

2.9 miles
5 / 5 (1 ratings)
Accounting
Business Consulting
Financial Statements
CFO Services
Tax Preparation
Tax Planning
Budgeting
Outsourced Accounting
Small Businesses
Healthcare
Construction
Remote Services
CPA License

Lucksinger Accountancy, P.C.

729 Sunrise Ave STE 613

Roseville, California 95661

1.95 miles
5 / 5 (1 ratings)

Haney Accountants Inc

919 Reserve Dr

Roseville, California 95678

2.79 miles
5 / 5 (1 ratings)
Accounting
Financial Statements
Outsourced Accounting
Non-profits
Real Estate
Sage

Scott CPAs, Inc. (name change from Scott & Baldwin CPAs)

990 Reserve Dr # 120

Roseville, California 95678

2.94 miles
5 / 5 (1 ratings)
Accounting
Assurance
Business Consulting
Financial Statements
Payroll
CFO Services
Tax Preparation
Tax Planning
Entity Structuring
Financial Advisory
Mergers and Acquisitions
Virtual CFO
Outsourced Accounting
Small Businesses
Mid-size Businesses
Individual Taxpayers
Professional Services
GAAP Compliance
Internal Controls
Multi-state Experience
Remote Services
Years of Practice
CPA License

Weaver Valuation & Consulting Inc

8611 Greenback Ln

Orangevale, California 95662

3.86 miles
5 / 5 (1 ratings)
Bookkeeping
Financial Statements
Payroll
Tax Preparation
Tax Planning
IRS Representation
Sales Tax Compliance
Entity Structuring
Estate and Trust Tax
Small Businesses
Individual Taxpayers
Drake
Remote Services

RMJR Tax and Accounting

9700 Village Center Dr

Granite Bay, California 95746

1.5 miles
5 / 5 (1 ratings)
Bookkeeping
Accounting
Tax Preparation
Tax Planning
Small Businesses
Individual Taxpayers
Real Estate
QuickBooks
Xero
Complex Situations
Multi-state Experience
Remote Services
CPA License

Sierra View Financial Corp.

6060 Sunrise Vista Dr #3300

Citrus Heights, California 95610

4.31 miles
5 / 5 (1 ratings)

Leasource Financial Services, Inc.

1000 River Rock Dr #218

Folsom, California 95630

4.4 miles
5 / 5 (1 ratings)

Edward Jones - Financial Advisor: Marty McDonald

8265 Sierra College Blvd #308

Granite Bay, California 95746

0.99 miles
5 / 5 (1 ratings)
Financial Advisory
High-net-worth Individuals
Individual Taxpayers
Remote Services

Blueprint Financial & Insurance Services, LLC

2360 Professional Dr

Roseville, California 95661

0.75 miles
5 / 5 (1 ratings)

Spectrum Wealth Advisors

5925 Granite Lake Dr STE 130

Granite Bay, California 95746

2.45 miles
5 / 5 (1 ratings)
Tax Planning
Financial Advisory
Estate and Trust Tax
High-net-worth Individuals

Ernesto Crisologo - Financial Advisor, Ameriprise Financial Services, LLC

1420 Rocky Ridge Dr Ste 160

Roseville, California 95661

1.52 miles
5 / 5 (1 ratings)
Tax Planning
Financial Advisory
Estate and Trust Tax
High-net-worth Individuals
Individual Taxpayers
Risk Management
Complex Situations

David L Aton - Private Wealth Advisor, Ameriprise Financial Services, LLC

1420 Rocky Ridge Dr Ste 160

Roseville, California 95661

1.52 miles
5 / 5 (1 ratings)
Tax Planning
Financial Advisory
Estate and Trust Tax
High-net-worth Individuals

Next Level Advisors

508 Gibson Dr STE 240

Roseville, California 95678

3.73 miles
5 / 5 (1 ratings)

FuturePoint Wealth Advisors - Ameriprise Financial Services, LLC

1420 Rocky Ridge Dr Ste 200

Roseville, California 95661

1.51 miles
5 / 5 (1 ratings)
Tax Planning
Financial Advisory
Estate and Trust Tax
High-net-worth Individuals
Individual Taxpayers
Risk Management

Tom Cicchini - Raymond James

2200-B Douglas Blvd Suite #150

Roseville, California 95661

0.89 miles
5 / 5 (1 ratings)

First Command Financial Advisor - Alex Deaner

2267 Lava Ridge Ct Suite 105

Roseville, California 95661

1.1 miles
5 / 5 (1 ratings)
Tax Planning
Budgeting
Financial Advisory
High-net-worth Individuals
Individual Taxpayers
Risk Management

Kable Doria - Branch Manager, Ameriprise Financial Services, LLC

1420 Rocky Ridge Dr Ste 200

Roseville, California 95661

1.51 miles
5 / 5 (1 ratings)
Tax Planning
Financial Advisory
Estate and Trust Tax
High-net-worth Individuals
Risk Management
Complex Situations

Mapes Johnson LLP

2241 Douglas Blvd #200

Roseville, California 95661

0.86 miles
5 / 5 (1 ratings)
Tax Preparation
Tax Planning
IRS Representation
QuickBooks

Sisto CPA Group, Inc.

970 Reserve Dr #204

Roseville, California 95678

2.88 miles
5 / 5 (1 ratings)
Business Consulting
Tax Preparation
Tax Planning
IRS Representation
Financial Advisory
Estate and Trust Tax
Small Businesses
Mid-size Businesses
High-net-worth Individuals
Real Estate
Professional Services
QuickBooks
Multi-state Experience
Years of Practice

Yana Sytay: Primerica - Financial Services

1200 Melody Ln STE 100

Roseville, California 95678

3.25 miles
5 / 5 (1 ratings)
Tax Planning
Financial Advisory
Insurance Agencies

Lily Zubku: Primerica - Financial Services

1200 Melody Ln STE 100

Roseville, California 95678

3.25 miles
5 / 5 (1 ratings)
Tax Planning
Financial Advisory

Adept Accounting Solutions

970 Reserve Dr #107

Roseville, California 95678

2.89 miles
5 / 5 (1 ratings)
Accounting
Business Consulting
Tax Preparation
Tax Planning
Small Businesses
Mid-size Businesses
Startups
QuickBooks

LadyTech Consulting

1100 Melody Ln Suite 2011

Roseville, California 95678

3.17 miles
5 / 5 (1 ratings)
Bookkeeping
Accounting
Payroll
Tax Preparation
Small Businesses
QuickBooks

Legato Financial Divorce Planning

4240 Rocklin Rd Ste 6

Rocklin, California 95677

3.64 miles
5 / 5 (1 ratings)
Tax Planning
Budgeting
Forecasting
Financial Advisory
High-net-worth Individuals
Individual Taxpayers
Complex Situations
State-Specific Experience

Sierra Consulting Group

1013 Galleria Blvd Ste 290

Roseville, California 95678

2.96 miles
5 / 5 (1 ratings)

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.