5800 Stanford Ranch Rd #710
Rocklin, California 95765
1700 Eureka Rd #155-1
Roseville, California 95661
6085 Douglas Blvd #500
Granite Bay, California 95746
3175 Sunset Blvd #102
Rocklin, California 95677
3741 Douglas Blvd Suite 380
Roseville, California 95661
1540 Eureka Rd
Roseville, California 95661
2999 Douglas Blvd Suite 180
Roseville, California 95661
1540 Eureka Rd STE 103
Roseville, California 95661
3000 Lava Ridge Ct STE 120
Roseville, California 95661
5940 Granite Lake Dr
Granite Bay, California 95746
1512 Eureka Rd Suite 160
Roseville, California 95661
1624 Santa Clara Dr Suite 160
Roseville, California 95661
3175 Sunset Blvd #102
Rocklin, California 95677
4180 Douglas Blvd Suite 200
Granite Bay, California 95746
9257 Sierra College Blvd STE B
Roseville, California 95661
2901 Douglas Blvd #290
Roseville, California 95661
2990 Lava Ridge Ct #210
Roseville, California 95661
4240 Rocklin Rd Ste 6
Rocklin, California 95677
4168 Douglas Blvd
Granite Bay, California 95746
5925 Granite Lake Dr #150
Granite Bay, California 95746
2130 Professional Dr Suite 230
Roseville, California 95661
1540 River Park Dr #120
Sacramento, California 95815
5800 Stanford Ranch Rd STE 220
Rocklin, California 95765
25005 Blue Ravine Rd Ste. 110-193
Folsom, California 95630
1512 Eureka Rd Suite 240
Roseville, California 95661
1508 Eureka Rd STE 245
Roseville, California 95661
3017 Douglas Blvd Suit 300
Roseville, California 95661
4465 Granite Dr STE 700
Rocklin, California 95677
3741 Douglas Blvd Ste 290
Roseville, California 95661
2281 Lava Ridge Ct Ste. 200
Roseville, California 95661
2220 Douglas Blvd # 250
Roseville, California 95661
2380 Professional Dr
Roseville, California 95661
3005 Douglas Blvd # 115
Roseville, California 95661
4960 Rocklin Rd Ste 100
Rocklin, California 95677
3741 Douglas Blvd Suite 310
Roseville, California 95661
3741 Douglas Blvd Ste 290
Roseville, California 95661
2237 Douglas Blvd #120
Roseville, California 95661
3400 Douglas Blvd Suite 150
Roseville, California 95661
3017 Douglas Blvd Suit 300
Roseville, California 95661
3741 Douglas Blvd
Roseville, California 95661
1540 Eureka Rd # 104
Roseville, California 95661
3175 Sunset Blvd #102
Rocklin, California 95677
8436 Edgecliff Ct
Citrus Heights, California 95610
2901 Douglas Blvd Suite 250
Roseville, California 95661
4275 Rocklin Rd Suite A
Rocklin, California 95677
3001 Douglas Blvd # 142
Roseville, California 95661
2999 Douglas Blvd #350
Roseville, California 95661
6801 Five Star Blvd STE A
Rocklin, California 95677
3741 Douglas Blvd # 350
Roseville, California 95661
2237 Douglas Blvd # 140
Roseville, California 95661
1504 Eureka Rd Suite 325
Roseville, California 95661
1420 Rocky Ridge Dr Ste 200
Roseville, California 95661
3017 Douglas Blvd Suit 300
Roseville, California 95661
1620 Lead Hill Blvd #100
Roseville, California 95661
9261 Sierra College Blvd
Roseville, California 95661
4168 Douglas Blvd Suite #200
Granite Bay, California 95746
1478 Stone Point Dr #500
Roseville, California 95661
3001 Douglas Blvd # 142
Roseville, California 95661
2520 Douglas Blvd # 110
Roseville, California 95661
1112 Galleria Blvd
Roseville, California 95678
9700 Village Center Dr
Granite Bay, California 95746
8265 Sierra College Blvd #308
Granite Bay, California 95746
2360 Professional Dr
Roseville, California 95661
5925 Granite Lake Dr STE 130
Granite Bay, California 95746
1420 Rocky Ridge Dr Ste 160
Roseville, California 95661
1420 Rocky Ridge Dr Ste 160
Roseville, California 95661
1420 Rocky Ridge Dr Ste 200
Roseville, California 95661
2200-B Douglas Blvd Suite #150
Roseville, California 95661
2267 Lava Ridge Ct Suite 105
Roseville, California 95661
1420 Rocky Ridge Dr Ste 200
Roseville, California 95661
2241 Douglas Blvd #200
Roseville, California 95661
4240 Rocklin Rd Ste 6
Rocklin, California 95677
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.