Accountants near Fair Oaks

“Heidi is amazing! This is our second year working with her and it is so refreshing to have someone that is not only so knowledgeable about finances but so nice and pleasant to work with. She is great at explaining all the ins and outs and you can tell she genuinely wants to help!“

“Dennis is very professional, meticulous and extremely customer orientated. He did our taxes, in a very timely manner and reviewed every detail with us. The cost was really reasonable compared to the last CPA that did our taxes. We will continue to do business with Dennis. He's an exceptional CPA and person.“

“I have been getting my taxes prepared by Schwartz Platz & Associates for almost a decade. Their team is extremely helpful, professional and efficient! Kathy prepares my taxes and is very informative about strategies for managing my investments. The front office staff is always extremely welcoming, offering water upon my arrival.

I recently met with Kathy to discuss how to successfully leverage my rental property asset. She educated me (in layman’s terms) about the benefits & drawbacks to starting a 1031 Exchange vs paying taxes on my profit, thereby liquifying funds. I was referred to Swartz Platz by my brother & now refer everyone I know to them, as well. I couldn’t ask for a more helpful, knowledgeable, kind and personable CPA!“

“Wonderful service. Sandra is very detailed and is so great to work with. She is diligent, very approachable and courteous! Definitely go see her!!!“

“Have enjoyed being a client of Ruth Maloney taxes and investments for about 20 years, and recommend wholeheartedly.“

“Absolutely love Don and Tammie! We have had our taxes done by Don for years and he is the BEST! Moved out of state and were initially worried we may have to find someone new but find out he’s able to continuing doing them for us. So grateful for not only a terrific person to work with but someone who invests heavily into each client he works with“

“Excellent service overall. Highly recommended. My wife brought our tax documents and met with Shane (Tax Advisor). She was impressed with the office and she mentioned that front desk was so welcoming. She met Shane and explained the details. Shane has been so kind to me via phone and email and he was kind to my wife during the meeting. Vanessa and Cindy was so so nice and very soft spoken over the phone. My tax was completed and got what I expected. I am now working with their Atty. Aaron to prepare a legal document. He is nice as well. Very consistent operation throughout the business. Thank you FC360“

“Dave and Dawn have been my tax and accounting advisers for both my companies since 2005. I have found them to be professional, competent, and timely. The staff is a pleasure to work with. The firms service standards are very high. They treat their clients with respect and warmth. I have referred Grant Bennett Associates to my friends and clients many times.“

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“**Review for Yelp:** I want to express my gratitude to our accountant for his exceptional service. He manages our accounts and prepares tax reports for our companies with the highest professionalism. His attention to detail and deep knowledge of accounting ensure the financial transparency and accuracy of our reports. With him, we are always confident that all our tax matters are in reliable hands. Highly recommend to anyone looking for a dependable and competent accountant!“

“Awesome friendly office staff! I'm happy to have become part of the family! Woooo Hooooo“

“I've had the privilege of working with Parminter and Associates for over fifteen years, and without fail, each year Janet has been nothing short of exceptional! Her expertise, professionalism, and unwavering dedication and genuine commitment to client satisfaction are truly commendable.“

“Michelle is very smart, she's a real estate investor, she's creative with tax strategies and trustworthy. Has a great team that works with her as well. Highly recommend.“

“Keith is super knowledgeable and I've been with him for 4 years and counting. Feel we are in good hands with someone as competent and responsive.“

“David completed my taxes this year for me and I am very impressed with his tax law knowledge and detailed responses to my complicated real estate and investment tax questions. He answered my emails quickly and all his answers were honest and to the point which I appreciate. I will definitely use Incompass Tax again for my future tax needs.“

“I have been working with Mora Chapman CPAs for many years and continue to be incredibly impressed. So impressed, I have referred several friends and colleagues to Alison and Sarene. They truly take the time to make sure they understand the unique nuances of your tax situation and help you to strategize for future years. Both Alison and Sarene are professional, knowledgeable, accurate and expeditious, they are outstanding! I would highly recommend this firm!“

“I’ve been a bookkeeping client with Roberts & Associates for many years for my business. I recently made the switch to become a tax client as well. Everyone there is so friendly, efficient and knowledgeable. Their firm now covers all my accounting and tax needs.“

“Robert has been doing our taxes for over 20 years since we moved to the Sacramento Area. Very quick with our taxes and also very thorough. Georgia is also very helpful. Have recommended many people to the office.“

“I have worked with River City Business Services as a treasurer of a political action committee for a local school bond for over four years. They are very professional and efficient. They are friendly and answered all my questions quickly. I would recommend them if you have a PAC and want someone to take care of all the banking and political filings.“

“3381 MARYSVILLE BLVD. BEEN COMING HERE FOR 2 YEARS, AN I'M VERY SATISFIED. THEY DONT CHARGE MUCH BUSINESS IS FAST AN EASY THEY TRULY ARE THE. BEST. PLUS SNACK'S, AN FRESH STARBUCKS COFFEE. Xpre$$ Tax Service❤❤“

“Robert has been doing our taxes for over 20 years since we moved to the Sacramento Area. Very quick with our taxes and also very thorough. Georgia is also very helpful. Have recommended many people to the office.“

“Dave and his team have been doing my personal and business taxes for many years. I highly recommended them for all of your accounting needs!“

“Stan v. I have been using Patricia for several years now and would highly recommend using her services. She does my personal and business taxes, and is very knowledgeable, and professional as well.“

“Mark was suggested to me by a friend from college when I moved back home to California. It was the best financial decision I've ever made. I have since left California but will continue to use him as my CPA as long as possible. Most importantly, he does an incredible job as my CPA. Beyond that he is personable, always accessible and honest. I highly recommend.Mike“

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“I recently enrolled in a CPR class with Next Level Advisors. The class was a blast and the instructor, (Dave) was amazing. I highly recommend this class.“

“Working with Tiffany is so easy and pleasurable. She is the most friendly CPA that I have ever had.Also, she helped me to get a significant tax return.I Highly recommend her to any business owner who doesn't want to get confused and stressed with their business finances.“