Best CPA's Nearby

CPA's in Orangevale

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Tax Deferred Solutions (TDS Group, INC)

6939 Sunrise Blvd #250

Citrus Heights, California 95610

2.55 miles
4.5 / 5 (300 ratings)

TaxAudit

600 Coolidge Dr #300

Folsom, California 95630

2.86 miles
4.5 / 5 (125 ratings)
Audit
Tax Preparation
IRS Representation
Small Businesses
Individual Taxpayers
Complex Situations
State-Specific Experience

Mora Chapman CPAs

9256 Madison Ave

Orangevale, California 95662

1.43 miles
4.5 / 5 (94 ratings)
Bookkeeping
Financial Statements
Tax Preparation
Tax Planning
Sales Tax Compliance
Small Businesses
Individual Taxpayers
Real Estate
Construction
Professional Services
QuickBooks
Multi-state Experience
Remote Services
Years of Practice
CPA License
In-person Support

JMS Tax and Accounting

75 Natoma St c

Folsom, California 95630

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

Tax Shark

1700 Eureka Rd #155-1

Roseville, California 95661

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

Financial solutions management

408 Sunrise Ave #7

Roseville, California 95661

4.52 miles
4.5 / 5 (31 ratings)

Capital City Tax

800 Sunrise Ave c

Roseville, California 95661

4.19 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

Sunrise Tax & Business Services

8350 Auburn Blvd Ste. 145

Citrus Heights, California 95610

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

Talon Wealth Management

620 Coolidge Dr #220

Folsom, California 95630

2.82 miles
5 / 5 (19 ratings)
Tax Planning
Financial Advisory
Estate and Trust Tax
High-net-worth Individuals
Individual Taxpayers
Risk Management
Remote Services

Denis Samodarov: Primerica - Financial Services

1100 Melody Ln #136

Roseville, California 95678

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

C&A Welch Inc

101 Parkshore Dr #100

Folsom, California 95630

2.85 miles
4.5 / 5 (20 ratings)
Bookkeeping
Payroll
Tax Preparation
Tax Planning
IRS Representation
Small Businesses
Individual Taxpayers
QuickBooks
Multi-state Experience
Remote Services

Abound Financial

4180 Douglas Blvd Suite 200

Granite Bay, California 95746

3.89 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

3.54 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

Smolin & Co CPA

1220 Melody Ln Ste 106

Roseville, California 95678

4.51 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

Centenal Tax Group, Inc.

600 Coolidge Dr Suite 350

Folsom, California 95630

2.86 miles
4.5 / 5 (12 ratings)
Accounting
Business Consulting
Tax Preparation
Tax Planning
IRS Representation
Small Businesses
Mid-size Businesses
Individual Taxpayers
Complex Situations
Multi-state Experience
Remote Services
Years of Practice
CPA License
In-person Support

Verdeo Capital Group, Inc.

4168 Douglas Blvd

Granite Bay, California 95746

3.98 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

Hirsch CPA Tax Consultants

2130 Professional Dr Suite 230

Roseville, California 95661

4.17 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

Catherine Heath - Private Wealth Advisor, Ameriprise Financial Services, LLC

1130 Iron Point Rd #150

Folsom, California 95630

3.86 miles
5 / 5 (8 ratings)
Business Consulting
Financial Statements
CFO Services
Tax Preparation
Tax Planning
Financial Advisory
Estate and Trust Tax
High-net-worth Individuals
Risk Management
Multi-state Experience
CPA License

Tax Pros Services

7727 Woodchuck Way

Citrus Heights, California 95610

2.53 miles
5 / 5 (6 ratings)

Morales EzTax Solutions

7625 Sunrise Blvd #202

Citrus Heights, California 95610

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

AM Tax Inc.

1100 Melody Ln STE 216

Roseville, California 95678

4.52 miles
4 / 5 (6 ratings)

Staszak & Co

1180 Iron Point Rd

Folsom, California 95630

3.87 miles
4 / 5 (5 ratings)
Bookkeeping
Accounting
Business Consulting
Financial Statements
CFO Services
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
Non-profits
Real Estate
Healthcare
Construction
Professional Services
Manufacturing
GAAP Compliance
Complex Situations
Multi-state Experience
Years of Practice
CPA License

KOI Tax Service

31 Natoma St #150

Folsom, California 95630

3.45 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

4.1 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

Cheryl A. White, CPA

7780 Kanihan Ct

Fair Oaks, California 95628

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

Burriss Bookkeeping & Tax Services

7478 Sandalwood Dr #500

Citrus Heights, California 95621

4.14 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

Solid Rock Financial Service

8642 Fairmont Wy

Fair Oaks, California 95628

1.49 miles
5 / 5 (4 ratings)

Carey Financial & Tax Service

9292 Madison Ave

Orangevale, California 95662

1.45 miles
5 / 5 (4 ratings)
Business Consulting
Payroll
Tax Preparation
Tax Planning
IRS Representation
Financial Advisory
Small Businesses
Individual Taxpayers
QuickBooks
State-Specific Experience
Multi-state Experience

Bridgeway Bookkeeping

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

Ilja Tscherenkow: Primerica - Financial Services

1200 Melody Ln STE 100

Roseville, California 95678

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

Bunning LLP

6939 Sunrise Blvd #120

Citrus Heights, California 95610

2.56 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

2.68 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

Innovative Tax Solutions

101 Parkshore Dr

Folsom, California 95630

2.83 miles
4 / 5 (4 ratings)
Bookkeeping
Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
Estate and Trust Tax
Small Businesses
Individual Taxpayers
Non-profits
State-Specific Experience
CPA License
In-person Support

Nicholson & Olson CPA

729 Sunrise Ave

Roseville, California 95661

4.19 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

2.65 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

2.93 miles
5 / 5 (3 ratings)

Munieh Tax Solutions

8436 Edgecliff Ct

Citrus Heights, California 95610

2.75 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

Ameriprise Financial - Russel L. Phelps MSFP, CFP, CDFA, APMA, AWMA

1130 Iron Point Rd #150

Folsom, California 95630

3.86 miles
5 / 5 (3 ratings)
Tax Planning
Financial Advisory
Estate and Trust Tax
High-net-worth Individuals
Individual Taxpayers
Complex Situations

United Financial Services

718 Sutter St

Folsom, California 95630

2.67 miles
5 / 5 (3 ratings)

Linda J Vail CPA

9100 Fair Oaks Blvd suite b

Fair Oaks, California 95628

4.86 miles
4 / 5 (3 ratings)

KS TAX SERVICES

7921 Kingswood Dr Suite A5-E

Citrus Heights, California 95610

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

By the Numbers

6939 Sunrise Blvd Ste 115

Citrus Heights, California 95610

2.55 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

Owen Woody Bookkeeping (Bookkeeper)

4.7 miles
5 / 5 (2 ratings)
Bookkeeping
Accounting
Financial Statements
Payroll
Tax Preparation
Small Businesses
QuickBooks
Remote Services

Dave Fechter

1024 Iron Point Rd

Folsom, California 95630

3.78 miles
5 / 5 (2 ratings)
Accounting
Audit
Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
Estate and Trust Tax
Small Businesses
Individual Taxpayers
State-Specific Experience
Years of Practice
CPA License

Boyd & Associates P.C.

101 Parkshore Dr #100

Folsom, California 95630

2.85 miles
5 / 5 (2 ratings)
Bookkeeping
Accounting
Business Consulting
Financial Statements
Payroll
CFO Services
Tax Preparation
Tax Planning
IRS Representation
Sales Tax Compliance
Budgeting
Forecasting
Financial Advisory
Virtual CFO
Outsourced Accounting
Small Businesses
Mid-size Businesses
Individual Taxpayers
QuickBooks
Sage
Internal Controls
Multi-state Experience
Remote Services
CPA License

Moore Tax Service

714 Bidwell St

Folsom, California 95630

2.92 miles
5 / 5 (2 ratings)

Crumley & Associates - Ameriprise Financial Services, LLC

7956 California Ave

Fair Oaks, California 95628

3.8 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

2.98 miles
5 / 5 (2 ratings)

World Financial Group

7777 Greenback Ln # 106

Citrus Heights, California 95610

2.81 miles
5 / 5 (2 ratings)

Lake Tahoe Wealth Management, Inc.

101 Parkshore Dr

Folsom, California 95630

2.85 miles
5 / 5 (2 ratings)
Tax Planning
Financial Advisory
Estate and Trust Tax
High-net-worth Individuals
Individual Taxpayers
Remote Services
CPA License

Mehrnoosh Torki: Primerica - Financial Services

1200 Melody Ln STE 100

Roseville, California 95678

4.5 miles
5 / 5 (2 ratings)

Blonskij Financial Services, Inc.

7840 Madison Ave # 107-A

Fair Oaks, California 95628

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

Capstone Financial Group

620 Coolidge Dr #190

Folsom, California 95630

2.82 miles
5 / 5 (2 ratings)

Leslie Roper Day & Associates

950 Glenn Dr #230

Folsom, California 95630

2.94 miles
5 / 5 (2 ratings)

Thrivent Financial

101 Parkshore Dr #100

Folsom, California 95630

2.85 miles
5 / 5 (2 ratings)

Luz Johnson, LPL Financial

8856 Greenback Ln

Orangevale, California 95662

0.45 miles
5 / 5 (2 ratings)

Propp Christen Caniglia

9261 Sierra College Blvd

Roseville, California 95661

3.52 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

3.99 miles
5 / 5 (2 ratings)

Inna Hushtyuk: Primerica - Financial Services

1200 Melody Ln STE 100

Roseville, California 95678

4.5 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

4.5 miles
5 / 5 (2 ratings)

Daniels & Co

1004 River Rock Dr STE 140

Folsom, California 95630

1.72 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

McLucas & Company Inc. Certified Public Accountant

9267 Greenback Ln Suite B-7

Orangevale, California 95662

1 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

Capstone Accountancy, Incorporated

193 Blue Ravine Rd

Folsom, California 95630

3.28 miles
5 / 5 (1 ratings)
Accounting
CFO Services
Tax Preparation
Tax Planning
Financial Advisory
Small Businesses
Startups
QuickBooks
Remote Services
CPA License

Innocent & Associates

7625 Sunrise Blvd #206

Citrus Heights, California 95610

2.93 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

Accounting Avenue

8035 Madison Ave A3

Citrus Heights, California 95610

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

Lucksinger Accountancy, P.C.

729 Sunrise Ave STE 613

Roseville, California 95661

4.2 miles
5 / 5 (1 ratings)

Weaver Valuation & Consulting Inc

8611 Greenback Ln

Orangevale, California 95662

0.81 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

2.81 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

Weco Business Services, LLC

8776 Sharmead Way

Fair Oaks, California 95628

2.59 miles
5 / 5 (1 ratings)
Bookkeeping
Accounting
Business Consulting
Financial Statements
Tax Preparation
Tax Planning
Entity Structuring
Small Businesses
Individual Taxpayers
QuickBooks
Drake
Remote Services
CPA License

AP Group Inc

950 Glenn Dr Suite 125

Folsom, California 95630

2.91 miles
5 / 5 (1 ratings)
Accounting
Audit
Business Consulting
Financial Statements
Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
Estate and Trust Tax
Small Businesses
Mid-size Businesses
High-net-worth Individuals
Individual Taxpayers
Real Estate
Construction
Professional Services
Manufacturing
Technology
Complex Situations

Paul Harms, CPA/ABV/CFF, ASA

400 Plaza Dr

Folsom, California 95630

3.35 miles
5 / 5 (1 ratings)

Edward Jones - Financial Advisor: Evan C Currie

8525 Madison Ave #148

Fair Oaks, California 95628

1.63 miles
5 / 5 (1 ratings)
Financial Advisory
High-net-worth Individuals
Individual Taxpayers
Remote Services
In-person Support

GLH&C Financial Services

5650 Sunrise Blvd # 250

Citrus Heights, California 95610

2.67 miles
5 / 5 (1 ratings)

Sierra View Financial Corp.

6060 Sunrise Vista Dr #3300

Citrus Heights, California 95610

2.11 miles
5 / 5 (1 ratings)

Fairchild Financial Advisors

193 Blue Ravine Rd # 130

Folsom, California 95630

3.28 miles
5 / 5 (1 ratings)

Edward Jones - Financial Advisor: Tim Rogers

600 Coolidge Dr # 185

Folsom, California 95630

2.86 miles
5 / 5 (1 ratings)
Financial Advisory
High-net-worth Individuals
Individual Taxpayers
Remote Services
In-person Support

Westcorp Financial Services Inc

110 Blue Ravine Rd

Folsom, California 95630

3.08 miles
5 / 5 (1 ratings)

Leasource Financial Services, Inc.

1000 River Rock Dr #218

Folsom, California 95630

1.7 miles
5 / 5 (1 ratings)

CCC Financial & Insurance Services

8883 N Winding Way

Fair Oaks, California 95628

2.48 miles
5 / 5 (1 ratings)

Retire 101

8910 Sunset Ave A

Fair Oaks, California 95628

2.19 miles
5 / 5 (1 ratings)

WJ Pacheco Wealth Management

850 Iron Point Rd #140

Folsom, California 95630

3.68 miles
5 / 5 (1 ratings)

Aspen Creek Financial

1024 Iron Point Rd

Folsom, California 95630

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

Blueprint Financial & Insurance Services, LLC

2360 Professional Dr

Roseville, California 95661

4.08 miles
5 / 5 (1 ratings)

Sides Accountancy Corporation

11211 Gold Country Blvd #105

Gold River, California 95670

4.39 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

Yana Sytay: Primerica - Financial Services

1200 Melody Ln STE 100

Roseville, California 95678

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

Lily Zubku: Primerica - Financial Services

1200 Melody Ln STE 100

Roseville, California 95678

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

LadyTech Consulting

1100 Melody Ln Suite 2011

Roseville, California 95678

4.52 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.