Best CPA's Nearby

CPA's in Granite Bay

Search and Find Top Reviewed CPA's Near You

Locations Map

Bal & Associates, CPA Inc.

5800 Stanford Ranch Rd #710

Rocklin, California 95765

5.53 miles
4.5 / 5 (58 ratings)
Bookkeeping
Accounting
Business Consulting
Financial Statements
Payroll
Tax Preparation
Tax Planning
Estate and Trust Tax
International Tax
Small Businesses
Individual Taxpayers
Non-profits
QuickBooks
GAAP Compliance
Multi-state Experience

Tax Shark

1700 Eureka Rd #155-1

Roseville, California 95661

3.08 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

0.19 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

4.35 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

2.17 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

NIMA CPA's

1540 Eureka Rd

Roseville, California 95661

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

5 Star Accounting & Business Solutions, LLC

2999 Douglas Blvd Suite 180

Roseville, California 95661

2.52 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

Cornerstone Wealth and Tax Advisory Group, Inc.

1540 Eureka Rd STE 103

Roseville, California 95661

3.39 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

2.91 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

0.06 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

3.26 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

3.87 miles
5 / 5 (23 ratings)

South Placer Tax & Bookkeeping Services

3175 Sunset Blvd #102

Rocklin, California 95677

4.35 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

Abound Financial

4180 Douglas Blvd Suite 200

Granite Bay, California 95746

1.79 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

1.9 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

Saxe Capital

2999 Douglas Blvd STE 180

Roseville, California 95661

2.52 miles
5 / 5 (12 ratings)

MUN CPAs

2901 Douglas Blvd #290

Roseville, California 95661

2.62 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

2.96 miles
4.5 / 5 (12 ratings)

Kolb Financial & Insurance Services

4240 Rocklin Rd Ste 6

Rocklin, California 95677

3.66 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

1.78 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

0.12 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

3.2 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

2.44 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

Cramer & Associates Accountancy

5800 Stanford Ranch Rd STE 220

Rocklin, California 95765

5.48 miles
4.5 / 5 (9 ratings)
Bookkeeping
Accounting
Business Consulting
Financial Statements
Payroll
CFO Services
Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
Budgeting
Financial Advisory
Small Businesses
Startups
Individual Taxpayers
Real Estate
Healthcare
Professional Services
QuickBooks
GAAP Compliance
Local Tax Credits
Remote Services
Years of Practice
CPA License
In-person Support

Folsom Lake Accounting

25005 Blue Ravine Rd Ste. 110-193

Folsom, California 95630

5.23 miles
5 / 5 (8 ratings)
Bookkeeping
Accounting
Business Consulting
Tax Preparation
Tax Planning
IRS Representation
Small Businesses
Individual Taxpayers
QuickBooks
Remote Services
CPA License

Solera Asset Managers

1512 Eureka Rd Suite 240

Roseville, California 95661

3.26 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

3.29 miles
4.5 / 5 (8 ratings)

Tax Pros Services

7727 Woodchuck Way

Citrus Heights, California 95610

4.71 miles
5 / 5 (6 ratings)

Professional Tax & Accounting

3017 Douglas Blvd Suit 300

Roseville, California 95661

2.28 miles
5 / 5 (6 ratings)

Haney Business Ventures, Inc.

4465 Granite Dr STE 700

Rocklin, California 95677

3.81 miles
5 / 5 (6 ratings)

Heather Smart, CFP , CEPA , APMA , CRPC

3741 Douglas Blvd Ste 290

Roseville, California 95661

2.17 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

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

My-Down Payment

2220 Douglas Blvd # 250

Roseville, California 95661

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

Lockwood & Associates Inc

2380 Professional Dr

Roseville, California 95661

2.9 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

Boden Klein & Sneesby

3005 Douglas Blvd # 115

Roseville, California 95661

2.36 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

3.3 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

2.17 miles
5 / 5 (4 ratings)

WGG Wealth Partners - Ameriprise Financial Services, LLC

3741 Douglas Blvd Ste 290

Roseville, California 95661

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

Freddi Eberhart & Associates, Inc.

2237 Douglas Blvd #120

Roseville, California 95661

2.91 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

BULMAN WEALTH GROUP

3400 Douglas Blvd Suite 150

Roseville, California 95661

2.26 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

2.28 miles
5 / 5 (4 ratings)

Westlake, Grahl, and Glover

3741 Douglas Blvd

Roseville, California 95661

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

Karen Peak CPA

1540 Eureka Rd # 104

Roseville, California 95661

3.39 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

4.35 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

Munieh Tax Solutions

8436 Edgecliff Ct

Citrus Heights, California 95610

3.78 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

2.61 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

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

We Alliance Wealth Advisors, Inc.

3001 Douglas Blvd # 142

Roseville, California 95661

2.33 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

2.54 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

4.72 miles
5 / 5 (2 ratings)

Campbell Taylor Washburn

3741 Douglas Blvd # 350

Roseville, California 95661

2.16 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

2.92 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

3.3 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

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

1420 Rocky Ridge Dr Ste 200

Roseville, California 95661

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

Mai Hodahkwen CPA

3017 Douglas Blvd Suit 300

Roseville, California 95661

2.28 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

3.05 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

1.91 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

Tier One Financial & Insurance Services

4168 Douglas Blvd Suite #200

Granite Bay, California 95746

1.78 miles
5 / 5 (2 ratings)

Robert Rocha - Morgan Stanley

1478 Stone Point Dr #500

Roseville, California 95661

3.32 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

2.33 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

Peak Financial Tax Division Inc

2520 Douglas Blvd # 110

Roseville, California 95661

2.71 miles
4 / 5 (2 ratings)

Erich Brashears - Private Client Advisor

1112 Galleria Blvd

Roseville, California 95678

4.26 miles
5 / 5 (1 ratings)

RMJR Tax and Accounting

9700 Village Center Dr

Granite Bay, California 95746

1.78 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

Edward Jones - Financial Advisor: Marty McDonald

8265 Sierra College Blvd #308

Granite Bay, California 95746

1.91 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

2.94 miles
5 / 5 (1 ratings)

Spectrum Wealth Advisors

5925 Granite Lake Dr STE 130

Granite Bay, California 95746

0.12 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

3.13 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

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

FuturePoint Wealth Advisors - Ameriprise Financial Services, LLC

1420 Rocky Ridge Dr Ste 200

Roseville, California 95661

3.13 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

3.04 miles
5 / 5 (1 ratings)

First Command Financial Advisor - Alex Deaner

2267 Lava Ridge Ct Suite 105

Roseville, California 95661

3.01 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

3.13 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

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

Legato Financial Divorce Planning

4240 Rocklin Rd Ste 6

Rocklin, California 95677

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

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.