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2024

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Best Accountants in Citrus Heights, CA

Our Recommended Top 7

We did the research for you!

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Our goal is to connect people with the best local professionals. We scored Citrus Heights Accountants on more than 25 variables across five categories, and analyzed the results to give you a hand-picked list of the best.

25Reviewed

17Curated

7Top Picks

Learn about our selection process.

Providers

featured provider = Featured Provider

Citrus Heights, CA

Expertise.com Rating

Why choose this provider?

Dimov Tax Specialists serves individuals and businesses in Citrus Heights. Its team handles back-office, real estate, and private equity fund accounting tasks for technology and financial services companies like Uber, Microsoft, and Goldman Sachs. Its accountants and tax professionals also prepare and file tax returns to reduce clients' liabilities and improve regulatory compliance. Senior accountant Bob Liu possesses a Bachelor's degree in Business Administration and a Master's degree in Accounting. He also speaks fluent Chinese.

  • Tax Preparation
  • Tax Planning
  • Business Tax Preparation
  • Individual Tax
  • Audits
  • Business Taxes
  • Consulting
  • Accounting
  • Bookkeeping & Payroll
  • Personal Tax Return

Citrus Heights, CA

Expertise.com Rating

Why choose this provider?

Need help contacting a Accountant in Citrus Heights? Call our Concierge team at 848-Book-Pro (848-266-5776 from 6 am - 4 pm PT | Mon - Fri). They are standing by to help you get the service you need.

Fair Oaks, CA 95628

Expertise.com Rating

Review Sources

Yelp
5.0 (9)
Google
5.0 (1)

Why choose this provider?

Solid Rock Financial Services is a tax and bookkeeping service located in Fair Oaks, California. Business owner Heidi S. has nearly four decades of experience and is a certified tax preparer. Her specialty is in small business, and she has previously set up many businesses with their bookkeeping. Solid Rock Financial Services offers multiple services including tax services and tax preparation for businesses and individuals, offers in compromise, full service budget needs, conservatorships, full service bookkeeping with a specialization in sole proprietorship, and forensic accounting with an emphasis for court cases. Solid Rock Financial Services undertakes any job regardless of size and can even offer free consultations on certain services.

755 Sunrise Avenue, Roseville, CA 95661

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Review Sources

Facebook
5.0 (3)
Yelp
4.5 (3)

Why choose this provider?

5 Star Accounting and Business Solutions, LLC, serves the community of Citrus Heights and the surrounding areas. It caters to a wide range of client needs, from individual and business tax preparation and planning to bookkeeping, business advisory, and payroll and CFO services. The company was voted Best Accounting and Tax Service Firm in Citrus Heights 2022. Its president Genevieve Maiorana is a CTEC Registered Tax Preparer with over 20 years of experience in accounting and business development. She works with various industries and served on the board of the Citrus Heights Chamber of Commerce.

PO Box 154, Woodland, CA 95776

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Why choose this provider?

Smith & James Certified Public Accountants is an accounting services company that has been serving the Citrus Heights metro since its founding in 1994. The company was established by Carol H. Smith and Tawny M. James, both CPAs, with the aim of satisfying the clientele's varied financial management and tax preparation needs. Their firm offers individuals estate planning, personal financial planning, and elder care services. It also provides IRS audit representation, IRS payment plans, and other tax planning solutions.

6234 Birdcage Street, Citrus Heights, CA 95610

Expertise.com Rating

Review Sources

Google
5.0 (3)

Why choose this provider?

Robert Johnson, An Accountancy Corporation is an accounting firm in Citrus Heights that specializes in government district auditing. For 40 years, the company has provided financial services for businesses and private individuals ranging from tax preparations and tax planning to financial consultation for businesses. This consultation service covers financial planning, auditing, new business formation and non-profit organizations, and internal controls. Its website also offers financial advice for major life events, tax strategies for businesses and individuals, and investment strategies.

7625 Sunrise Boulevard, Citrus Heights, CA 95610

Expertise.com Rating

Review Sources

Google
5.0 (1)

Why choose this provider?

Innocent & Associates is a local accounting firm located in Citrus Heights, California. Started by Certified Public Accountant Cindy Innocent Snyder in 1988, Innocent & Associates has been providing accounting and tax services to both individuals and businesses for nearly three decades. She and her team offer a variety of services including financial analysis, budgeting, accounting, tax consulting, tax preparation, controller needs, and return processing. Innocent & Associates is experienced with businesses from multiple industries, and her team boasts backgrounds in sectors such as healthcare, legal, construction, food service, and non-profits. In addition, Snyder was considered the Best Accountant in the Best of Citrus Heights awards.

Compare our Top Accountants

NameExpertise RatingAddressPromotionsLearn more
Dimov Tax Specialists
Call for quote
Solid Rock Financial Services
5 Star Accounting and Business Solutions, LLC.
755 Sunrise Avenue, Roseville, CA 95661
Smith & James Certified Public Accountants
PO Box 154, Woodland, CA 95776
Robert W. Johnson, An Accountancy Corporation
6234 Birdcage Street, Citrus Heights, CA 95610
Innocent & Associates
7625 Sunrise Boulevard, Citrus Heights, CA 95610

FAQs

  • Introduction

    Four main types of accountants are available to serve the accounting needs of individuals, large organizations, small businesses, and government agencies. These types of accounting include corporate, forensic, government, and public.

    • Corporate accountants maintain and file financial information for corporations. The focus is on keeping the corporation in legal compliance with tax laws and financial reporting requirements.
    • Forensic accountants gather and recreate financial data that isn’t readily available. These accountants might do that as part of a criminal investigation or if key financial information has been lost and needs to be recovered for legal reasons.
    • Government accountants work for government agencies, such as the IRS or a state tax department. They might also be found working in government offices in positions such as city treasurer or county auditor.
    • Public accountants are the accountants most likely to work with individuals or smaller businesses. These accountants manage financial statements, file tax returns, and record financial transactions. Preparing and filing tax returns are tasks these accountants might do for individuals. For companies, these accountants might handle payroll or bookkeeping besides preparing tax information for reporting purposes.

  • What does an accountant do?

    Accountants maintain financial records and interpret financial information. An accountant at one firm might maintain financial ledgers, while another might take on payroll management duties. Accountants can also specialize in specific areas, such as tax codes.

  • What is the difference between an accountant and a CPA?

    Accountants and CPAs handle many of the same accounting tasks. However, a CPA is an accountant who has passed a state exam to become a certified public accountant. A CPA is typically more trusted in an advisory position when in a business setting.

  • Does everyone need an accountant?

    Most individuals don’t need to hire an accountant, except for when tax season arrives. A small business owner is more likely to need an accountant than an individual because business owners have more complex record-keeping requirements.

  • What does a forensic accountant do?

    Forensic accountants use generally accepted accounting principles (GAAP) to investigate and solve financial mysteries that are typically related to uncovering or resolving suspected criminal activity, such as embezzling. These accountants may work for individuals, businesses, and government agencies.

  • What does a payroll accountant do?

    Processing payroll and employee benefits are key roles of payroll accountants. Some other duties performed by payroll accountants include using software and handling financial statements. These professionals might also analyze financial ledgers, prepare and present reports to management, and advise regarding investment opportunities.

  • Do I need an accounting major to become an accountant?

    You can work as an accountant without majoring in it. However, earning a degree and becoming a CPA offers more earning potential. According to the Bureau of Labor Statistics, certified public accountants who have received at least a bachelor’s degree earn a median annual wage of $73,560.