Best CPA's Nearby

CPA's in Carmichael

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Debt.Help

2377 Gold Meadow Way UNIT 110

Gold River, California 95670

3.72 miles
4.5 / 5 (908 ratings)

TaxMax Services

2840 Arden Wy Suite 100

Sacramento, California 95825

4.32 miles
4.5 / 5 (322 ratings)
Bookkeeping
Business Consulting
Payroll
Tax Preparation
Tax Planning
IRS Representation
Sales Tax Compliance
Entity Structuring
Outsourced Accounting
Small Businesses
Startups
Individual Taxpayers
QuickBooks
Xero
State-Specific Experience
Multi-state Experience
Remote Services
Bilingual Services

Mortgage Consultants Group - Lee Hurst

2200 Sunrise Blvd #168

Gold River, California 95670

3.35 miles
4.5 / 5 (131 ratings)

Farzian Immigration Consultant, Tax, and Live Scan Services

3339 El Camino Ave

Sacramento, California 95821

3.31 miles
5 / 5 (127 ratings)
Payroll
Tax Preparation
Tax Planning
Sales Tax Compliance
Small Businesses
Individual Taxpayers
Non-profits
Remote Services
Bilingual Services

IBIS Consulting Services, LLC

5728 Garfield Ave #12A

Sacramento, California 95841

2.88 miles
4.5 / 5 (118 ratings)

Tax And More

3400 Cottage Way Suite A2

Sacramento, California 95825

3.43 miles
4.5 / 5 (101 ratings)
Tax Preparation
Tax Planning
Small Businesses
Individual Taxpayers

Zara Financials Inc

2.58 miles
5 / 5 (67 ratings)
Bookkeeping
Business Consulting
Payroll
Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
Financial Advisory
Small Businesses
Individual Taxpayers
QuickBooks
Remote Services
Years of Practice

WILLIAM MCCONNAUGHY CPA, Tax Help Pro

3550 Watt Ave #140

Sacramento, California 95821

2.87 miles
4.5 / 5 (64 ratings)
Tax Preparation
Tax Planning
IRS Representation
Individual Taxpayers
Complex Situations
Multi-state Experience
Remote Services
Years of Practice
CPA License

Kilgore & Co. Accountancy

3001 El Camino Ave

Sacramento, California 95821

3.71 miles
4.5 / 5 (49 ratings)
Accounting
Business Consulting
Payroll
CFO Services
Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
Estate and Trust Tax
Virtual CFO
Small Businesses
Individual Taxpayers
Real Estate
Professional Services
QuickBooks
Multi-state Experience
Years of Practice
CPA License

OIC Tax Services

4700 Roseville Rd #204

North Highlands, California 95660

3.62 miles
4.5 / 5 (48 ratings)
Bookkeeping
Tax Preparation
IRS Representation
Individual Taxpayers
Complex Situations
Multi-state Experience
Remote Services
Bilingual Services
Years of Practice

Freddie Diez Tax Service

3550 Watt Ave Suite 1

Sacramento, California 95821

2.88 miles
4.5 / 5 (44 ratings)

Advanced Tax & Accounting Firm

5713 Marconi Ave A

Carmichael, California 95608

0.71 miles
4.5 / 5 (41 ratings)
Bookkeeping
Accounting
Audit
Business Consulting
Financial Statements
Payroll
CFO Services
Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
Budgeting
Financial Advisory
Small Businesses
Individual Taxpayers
Non-profits
QuickBooks
Internal Controls
Complex Situations

BD Tax & Finance Group

6825 Fair Oaks Blvd suite 215

Carmichael, California 95608

0.21 miles
4.5 / 5 (38 ratings)
Bookkeeping
Financial Statements
Payroll
Tax Preparation
Tax Planning
IRS Representation
Budgeting
Forecasting
Small Businesses
Individual Taxpayers
QuickBooks
CPA License

Beebout, Williams & Olds CPAs

6920 Fair Oaks Blvd # 205

Carmichael, California 95608

0.12 miles
4.5 / 5 (37 ratings)
Bookkeeping
Accounting
Audit
Assurance
Business Consulting
Financial Statements
Payroll
Tax Preparation
Tax Planning
IRS Representation
Financial Advisory
Small Businesses
Individual Taxpayers
Non-profits
Multi-state Experience
Remote Services
CPA License

Ruth Maloney, Taxes & Investments

8300 Fair Oaks Blvd #406

Carmichael, California 95608

1.2 miles
5 / 5 (32 ratings)

Credit Professional Services - Fix My Credit Scores Fast

1734-1736 Professional Dr

Sacramento, California 95825

3.79 miles
4.5 / 5 (28 ratings)
Business Consulting
Tax Preparation
Financial Advisory

ProsperPlan Wealth

2377 Gold Meadow Way Suite 100

Gold River, California 95670

3.7 miles
5 / 5 (26 ratings)

Ornelas & Ornelas

3001 Arden Wy

Sacramento, California 95825

4.18 miles
4.5 / 5 (26 ratings)
Bookkeeping
Accounting
Business Consulting
Payroll
Tax Preparation
Tax Planning
IRS Representation
Financial Advisory
Small Businesses
Individual Taxpayers
QuickBooks
State-Specific Experience
Local Tax Credits
Years of Practice
CPA License

Nicholas Pension Consultants, Inc

10933 Trade Center Dr STE 100

Rancho Cordova, California 95670

3.53 miles
5 / 5 (24 ratings)

No Stress Accounting & Tax Services

2628 El Camino Ave suite b-2

Sacramento, California 95821

4.02 miles
4.5 / 5 (19 ratings)
Bookkeeping
Business Consulting
Tax Preparation
Tax Planning
Financial Advisory
Small Businesses
Mid-size Businesses
Construction
Logistics
QuickBooks

David Santos: Primerica - Financial Services

2829 Watt Ave Suite 101

Sacramento, California 95821

3.06 miles
5 / 5 (18 ratings)
Tax Planning
Financial Advisory
Insurance Agencies

Sacramento Payroll Services

2233 Watt Ave # 120

Sacramento, California 95825

3.38 miles
5 / 5 (16 ratings)

Arthur Burk's Tax Time

3001 Arden Wy # M

Sacramento, California 95825

4.18 miles
4.5 / 5 (15 ratings)

Malkasian Accountancy, LLP

2233 Watt Ave #290

Sacramento, California 95825

3.37 miles
4 / 5 (15 ratings)
Bookkeeping
Accounting
Tax Preparation
Tax Planning
IRS Representation
Small Businesses
Individual Taxpayers
Non-profits
QuickBooks
Complex Situations
Local Tax Credits
Remote Services
CPA License
In-person Support

Incompass Tax Estate and Business Solutions

4600 Roseville Rd

North Highlands, California 95660

3.64 miles
4 / 5 (12 ratings)
Payroll
Tax Preparation
Tax Planning
IRS Representation
Estate and Trust Tax
Small Businesses
High-net-worth Individuals
Individual Taxpayers
Real Estate

ARK Financial Group LLC

3400 Cottage Way suite G2

Sacramento, California 95825

3.43 miles
5 / 5 (8 ratings)

Jeannett Diez Tax Services

2604 Echo Way

Sacramento, California 95821

3.91 miles
5 / 5 (8 ratings)

McKay's Tax Services

11423 Sunrise Gold Cir STE 16

Rancho Cordova, California 95742

4.26 miles
4.5 / 5 (8 ratings)
Bookkeeping
Accounting
Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
Small Businesses
Individual Taxpayers

Legacy Movement Connection

2829 Watt Ave Suite 101

Sacramento, California 95821

3.06 miles
5 / 5 (7 ratings)
Tax Planning
Budgeting
Financial Advisory
Estate and Trust Tax
Small Businesses
High-net-worth Individuals
Individual Taxpayers
Real Estate
Construction
Insurance Agencies
Risk Management

Accurate Financial Services

3626 Fair Oaks Blvd

Sacramento, California 95864

4.61 miles
4 / 5 (8 ratings)

Grant Bennett Associates, CPA

10850 Gold Center Dr Suite 260

Rancho Cordova, California 95670

3.65 miles
4 / 5 (7 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
Small Businesses
Mid-size Businesses
QuickBooks
Xero
GAAP Compliance
State-Specific Experience
Multi-state Experience

Revera Finance

2.5 miles
5 / 5 (6 ratings)
Bookkeeping
Accounting
Business Consulting
Payroll
CFO Services
Financial Advisory
Virtual CFO
Outsourced Accounting
Small Businesses
Startups
Freelancers
Professional Services
QuickBooks
Remote Services

Watson Tax, CPA

4811 Chippendale Dr STE 502

Sacramento, California 95841

2.71 miles
5 / 5 (6 ratings)
Accounting
Financial Statements
Tax Preparation
Tax Planning
IRS Representation
Estate and Trust Tax
Small Businesses
Individual Taxpayers
Real Estate
Restaurants
Contractors
Professional Services
QuickBooks
Remote Services
Years of Practice
CPA License
In-person Support

Erc Refund Hero

3400 Cottage Way suite G2

Sacramento, California 95825

3.43 miles
5 / 5 (6 ratings)

Nor Cal TAX

2701 Cottage Way Suite 17

Sacramento, California 95825

4.18 miles
4.5 / 5 (6 ratings)
Business Consulting
Financial Statements
Tax Preparation
Tax Planning
IRS Representation
Estate and Trust Tax
Small Businesses
Individual Taxpayers

The Weddle Group, Inc.

3800 Watt Ave Suite 207

Sacramento, California 95821

2.89 miles
4 / 5 (6 ratings)
Bookkeeping
Payroll
Tax Preparation
Tax Planning
IRS Representation
QuickBooks

Small Business Accountant Sacramento

4830 Watt Ave #15

North Highlands, California 95660

3.33 miles
5 / 5 (5 ratings)
Bookkeeping
Accounting
Business Consulting
Financial Statements
Payroll
CFO Services
Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
Financial Advisory
Estate and Trust Tax
Small Businesses
QuickBooks
Xero
Multi-state Experience
Remote Services
Years of Practice
CPA License

Lundholm Andrew CPA

2355 Gold Meadow Way #270

Gold River, California 95670

3.7 miles
5 / 5 (5 ratings)
Bookkeeping
Accounting
Business Consulting
Tax Preparation
Tax Planning
IRS Representation
Small Businesses
Individual Taxpayers
State-Specific Experience
Multi-state Experience
Remote Services
CPA License

Calvin Franklin: Primerica - Financial Services

2856 Arden Wy #104

Sacramento, California 95825

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

James Hanley, CPA

3838 Watt Ave

Sacramento, California 95821

2.92 miles
4 / 5 (5 ratings)
Payroll
Forensic Accounting
Internal Controls

hadley, espinosa & kimball, ea's

8300 Fair Oaks Blvd

Carmichael, California 95608

1.22 miles
5 / 5 (4 ratings)
Payroll
Tax Preparation
Tax Planning
IRS Representation
Sales Tax Compliance
Estate and Trust Tax
Small Businesses
Individual Taxpayers
Multi-state Experience
Years of Practice
In-person Support

Cheryl A. White, CPA

7780 Kanihan Ct

Fair Oaks, California 95628

2.8 miles
5 / 5 (4 ratings)
Payroll
Tax Preparation
Tax Planning
Small Businesses
Individual Taxpayers
State-Specific Experience
CPA License
In-person Support

Accurately Yours Accounting Solutions

6381 Auburn Blvd Ste C

Citrus Heights, California 95621

3.85 miles
5 / 5 (4 ratings)
Bookkeeping
Accounting
Payroll
Tax Preparation
Tax Planning
IRS Representation
Small Businesses
Startups
Individual Taxpayers
QuickBooks
State-Specific Experience
Years of Practice
CPA License
In-person Support

Bridgeway Bookkeeping

3.76 miles
5 / 5 (4 ratings)
Bookkeeping
Payroll
Tax Preparation
Small Businesses
Non-profits
Real Estate
QuickBooks

Tony Wilson: Primerica - Financial Services

9845 Horn Rd # 180

Sacramento, California 95827

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

Biegler CPA Inc

8037 Fair Oaks Blvd #114

Carmichael, California 95608

0.97 miles
4 / 5 (4 ratings)
Accounting
Payroll
CFO Services
Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
Financial Advisory
Small Businesses
Individual Taxpayers
Non-profits
QuickBooks
Internal Controls
CPA License

Robert W Johnson Accountancy

6234 Birdcage St

Citrus Heights, California 95610

4.56 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

Viking Tax Service

4415 El Camino Ave

Sacramento, California 95821

2.14 miles
5 / 5 (3 ratings)
Tax Preparation
Tax Planning
Small Businesses
Mid-size Businesses
High-net-worth Individuals
Individual Taxpayers
QuickBooks

Aria Tax and Accounting Services

2100 Watt Ave Ste 160

Sacramento, California 95825

3.34 miles
5 / 5 (3 ratings)
Bookkeeping
Accounting
Tax Preparation
Tax Planning

Northcaltax

2894 Eastern Ave

Sacramento, California 95821

2.04 miles
5 / 5 (3 ratings)

GoldRiver Consulting

2934 Gold Pan Ct #22

Rancho Cordova, California 95670

4 miles
4.5 / 5 (3 ratings)
Bookkeeping
Accounting
Business Consulting
Payroll
Tax Preparation
Financial Advisory
Small Businesses
Startups
QuickBooks

Linda J Vail CPA

9100 Fair Oaks Blvd suite b

Fair Oaks, California 95628

2.1 miles
4 / 5 (3 ratings)

CFS Wealth Advisors

5301 Madison Ave STE 302

Sacramento, California 95841

2.33 miles
5 / 5 (2 ratings)

Mark Beil Accountancy Corporation

3709 Marshall Ave

Carmichael, California 95608

1.06 miles
5 / 5 (2 ratings)
Accounting
Business Consulting
Tax Preparation
Tax Planning
Financial Advisory
Small Businesses
Years of Practice
CPA License
In-person Support

KS TAX SERVICES

7921 Kingswood Dr Suite A5-E

Citrus Heights, California 95610

4.27 miles
5 / 5 (2 ratings)
Tax Preparation
Sales Tax Compliance
Entity Structuring
Small Businesses
Individual Taxpayers
Multi-state Experience
Remote Services
Years of Practice

Crumley & Associates - Ameriprise Financial Services, LLC

7956 California Ave

Fair Oaks, California 95628

3.28 miles
5 / 5 (2 ratings)
Tax Planning
Financial Advisory
Estate and Trust Tax
High-net-worth Individuals
Individual Taxpayers
Risk Management

Buck Wealth Management, Inc.

5207 Sunrise Blvd Ste 120

Fair Oaks, California 95628

3.8 miles
5 / 5 (2 ratings)

LPL Financial - Dru A Torvend

2724 Kilgore Rd Ste A

Rancho Cordova, California 95670

3.49 miles
5 / 5 (2 ratings)

World Financial Group

7777 Greenback Ln # 106

Citrus Heights, California 95610

4.45 miles
5 / 5 (2 ratings)

Blonskij Financial Services, Inc.

7840 Madison Ave # 107-A

Fair Oaks, California 95628

3.79 miles
5 / 5 (2 ratings)
Tax Planning
Financial Advisory
Estate and Trust Tax
High-net-worth Individuals
Complex Situations

ARETERA Corporation

3050 Fite Cir Ste 211

Sacramento, California 95827

3.68 miles
5 / 5 (2 ratings)
Bookkeeping
Tax Preparation
Tax Planning
Budgeting
Forecasting
Financial Advisory
Virtual CFO
Outsourced Accounting
Small Businesses
Mid-size Businesses
QuickBooks
GAAP Compliance
State-Specific Experience
Multi-state Experience
Remote Services

Blue River Tax Services

10392 Rockingham Dr

Sacramento, California 95827

3.98 miles
5 / 5 (2 ratings)
Bookkeeping
Payroll
Tax Preparation
Tax Planning
Sales Tax Compliance
Financial Advisory
Small Businesses
Individual Taxpayers
Real Estate
Professional Services
QuickBooks

BalanceEdge Accounting & Tax Services

2730 Arden Wy #235

Sacramento, California 95825

4.4 miles
5 / 5 (2 ratings)
Bookkeeping
Accounting
Payroll
CFO Services
Tax Preparation
Tax Planning
Budgeting
Financial Advisory
Non-profits
QuickBooks

Debit Card Network, LLC

2640 Cordova Ln #105

Rancho Cordova, California 95670

3.11 miles
5 / 5 (2 ratings)

Jamayca Lateefa Dearborn: Primerica - Financial Services

3111 Fite Cir # 102

Sacramento, California 95827

3.85 miles
5 / 5 (2 ratings)
Tax Preparation
Tax Planning
Financial Advisory
Estate and Trust Tax

My Equity Comp

2339 Gold Meadow Way

Gold River, California 95670

3.65 miles
5 / 5 (2 ratings)

Accounting Avenue

8035 Madison Ave A3

Citrus Heights, California 95610

4.23 miles
5 / 5 (1 ratings)
Bookkeeping
Business Consulting
Payroll
Tax Preparation
Tax Planning
Entity Structuring
Small Businesses
Startups

GLC BOOKKEEPING AND TAX SERVICES LLC

6385 Auburn Blvd B1850/12

Citrus Heights, California 95621

3.86 miles
5 / 5 (1 ratings)

ZMO TAX SOLUTIONS

5520 Auburn Blvd

Sacramento, California 95841

2.79 miles
5 / 5 (1 ratings)

Gold River Financial Planning Group - Ameriprise Financial Services, LLC

11341 Gold Express Dr Ste 110

Gold River, California 95670

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

Wealth Design Group

3445 American River Dr Suite C

Sacramento, California 95864

4.98 miles
5 / 5 (1 ratings)

Robert J Roth - Private Wealth Advisor, Ameriprise Financial Services, LLC

11341 Gold Express Dr Ste 110

Gold River, California 95670

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

Vonderwerth Financial Services

3100 Zinfandel Dr #280

Rancho Cordova, California 95670

3.65 miles
5 / 5 (1 ratings)

Archer Financial Services

3301 Watt Ave # 300

Sacramento, California 95821

2.95 miles
5 / 5 (1 ratings)

GLH&C Financial Services

5650 Sunrise Blvd # 250

Citrus Heights, California 95610

4.19 miles
5 / 5 (1 ratings)

Sierra View Financial Corp.

6060 Sunrise Vista Dr #3300

Citrus Heights, California 95610

4.85 miles
5 / 5 (1 ratings)

lee rosenblum insurance and financial advisor

11344 Coloma Rd #240

Gold River, California 95670

3.77 miles
5 / 5 (1 ratings)
Business Consulting
Financial Statements
Financial Advisory
Small Businesses
Mid-size Businesses
High-net-worth Individuals
Individual Taxpayers
Professional Services
Insurance Agencies
Remote Services

Harrison Woolfolk Jr: Primerica - Financial Services

2941 Sunrise Blvd suite 260

Rancho Cordova, California 95742

4.1 miles
5 / 5 (1 ratings)

Jensen CPA

3704 Ardmore Rd

Sacramento, California 95821

2.64 miles
5 / 5 (1 ratings)
Bookkeeping
Accounting
Payroll
CFO Services
Tax Preparation
Tax Planning
Budgeting
Forecasting
Financial Advisory
Small Businesses
Mid-size Businesses
High-net-worth Individuals
Individual Taxpayers
QuickBooks

Mistretta Associates

460 Drake Cir

Sacramento, California 95864

5.13 miles
5 / 5 (1 ratings)

Sides Accountancy Corporation

11211 Gold Country Blvd #105

Gold River, California 95670

3.45 miles
5 / 5 (1 ratings)
Bookkeeping
Accounting
Business Consulting
Financial Statements
Payroll
Tax Preparation
Tax Planning
IRS Representation
Estate and Trust Tax
Small Businesses
Mid-size Businesses
High-net-worth Individuals
Individual Taxpayers
QuickBooks

Dunann & Associates

2701 Cottage Way #12

Sacramento, California 95825

4.17 miles
5 / 5 (1 ratings)

Number Queen Ltd.

2543 Hernando Rd

Sacramento, California 95825

4.21 miles
5 / 5 (1 ratings)

Simpson Wornel

900 Fulton Ave #100

Sacramento, California 95825

5.05 miles
5 / 5 (1 ratings)

GOLDEN PLAN IMMIGRATION & TAX SERVICES

2934 Gold Pan Ct #10

Rancho Cordova, California 95670

4 miles
5 / 5 (1 ratings)
Tax Preparation
Tax Planning
IRS Representation
Small Businesses
Expatriates
Foreign Nationals
Individual Taxpayers

Bondar & Associates Insurance & Financial

4366 Auburn Blvd

Sacramento, California 95841

2.14 miles
5 / 5 (1 ratings)
Business Consulting
Tax Preparation
Tax Planning
Financial Advisory
Estate and Trust Tax
High-net-worth Individuals
Real Estate
Healthcare
Professional Services
Technology
QuickBooks
Xero
GAAP Compliance
SOX Compliance
Risk Management
Multi-state Experience
Cross-border Taxation
Local Tax Credits
CPA License

Cetera Advisor Networks

2356 Gold Meadow Way #270

Gold River, California 95670

3.62 miles
4 / 5 (1 ratings)

California Society of Enrolled Agents

10680 White Rock Rd #110

Rancho Cordova, California 95670

3.54 miles
4 / 5 (1 ratings)
Business Consulting
Tax Preparation
Tax Planning
IRS Representation
Financial Advisory
Estate and Trust Tax
Small Businesses
Individual Taxpayers

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.