Accountants near North Highlands

“I can't say enough good things about Nathan and Warren at Incompass Tax Estate and Business Solutions! They have been instrumental in helping our business run smoothly by handling all our payroll, compliance, and tax needs. Their expertise and efficiency are unmatched, and they are always happy to assist whenever we call with questions. Their dedication and professionalism make them an invaluable resource for any small business. We wholeheartedly recommend Nathan and Warren to anyone in need of assistance with their business or personal tax returns. Thank you for your exceptional service!“

“Ira and his team are great. They are patient, kind, and helpful. Taxes can overwhelming. I have peace of mind knowing I have someone that I can trust. Thank you!“

“I needed a new CPA due to the retirement of my previous CPA, so I did some searching on the internet and discovered Ruth Maloney, one of my best finds on the internet. I called on Thursday, they returned my call later in the day, made an appointment for Sat. When I went in for my Sat. appt. I found the staff to be extremely personable and informal. I met with the preparer that was to help prepare my taxes and found her to be very knowledgeable and friendly. I was done in about 1 hour and was extremely grateful that I was able to find such a firm on short notice and to be more than pleased that I had found them. I HIGHLY recommend this firm for all of your tax preparation needs. Plus as another reviewer stated...the cookies are very tasty. Irv“

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“Working with Olivia has been absolutely amazing! If you're looking for a tax person who sees you as a partner and not just another customer then look no further. Olivia was able to sit down with us and solve some very complicated problems, all while making our wife and I feel very comfortable. We've worked with many tax professionals in the past for both personal and business taxes, but can honestly say that Olivia has gone above and beyond every single one of them. She is VERY knowledgeable and can think outside the box which is an absolute must in a tax pro. You won't be disappointed.“

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“I've used Carey Cadle for more than ten years first for my personal tax returns then through various companies I've worked for or formed. I'm now an an attorney and refer him frequently to clients and use him constantly for all sorts of tax matters. Whether the tax issue is complicated or easy, whether the company is large or small, or whether it is a person with lots of money or very little- Carey treats every client the same - with excellent service, super attention to detail, and thorough explanations of the tax code. He is very ethical and advises clients on legal strategies they can implement to help reduce their tax liability. I've consistently heard great feedback from clients as to how happy they are with his service.“

“I'm delighted to share my experience with Serge. With his assistance, I felt confident in handling company financial matters. Serge's professionalism, attention to details, and promptness in addressing issues impressed me. Thank you Serge for your assistance.“

“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“

“Always quickly responsive to my calls and emails. Accurate accounting and knowledgeable.“

“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!“

“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!“

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

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“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 had a good professional service. I'll recommend Cesar for your tax needs in 2024. I did recommended his services to my family and friends.“

“**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!“

“Christian, our CPA, did an amazing job of going over every step of our LLC and S corp options. We can trust that we we in good hands for tax preparation season and going forward. He really took the time to go over difficult topics and made sure we understood our decisions.“

“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“

“been using them over 12 years. they are very personable, helpful, and pleasent to deal with. highly recomend to anyone wishing to have a local payroll company on their side.“

“Outstanding service, highly competent and professional, super pleasant... I couldn't ask for a better CPA!“

“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!“

“The Elder accountancy team has been filing my taxes for years. Michelle and team is a pleasure to work with. The old firm I worked with forced me to deal with so much paperwork but her platform is fully online and super easy to use. I stay up to date over email throughout the entire tax return process.“

“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.“