Firm profile
Next Level Accounting & Tax
Roseville · Serves Greater Sacramento, San Francisco Bay Area, Greater Denver, and 1 more
Accounting and bookkeeping tailored to business owners.
At a glance
- Services listed
- Bookkeeping, Tax preparation
- Published address
- 508 Gibson Drive, Suite 240, Roseville, CA 95678
- Service area
- Greater Sacramento, San Francisco Bay Area, Greater Denver, Other states
- Credentials as stated
- CPA-led firm claim; unverified
Next Level Accounting & Tax, with a published office in Roseville, lists bookkeeping and tax preparation on its website; it does not publish a monthly bookkeeping fee (checked October 13, 2026).
What the website describes
- Monthly bookkeeping
- Accounting and bookkeeping tailored to business owners.
- Tax-related scope
- Business tax preparation, planning and audit representation.
- Location and working style
- Also lists Greeley, Colorado office; team not individually identified outside testimonials.
Questions to ask this firm
- Are you taking on new clients now, and when could work start?
- What exactly would a written quote for my books include?
- What are the contract length, notice period and any fees to leave?
- Who will do my work each month, and which credentials do they hold?
- What does monthly bookkeeping cost for a business like mine?
- Which accounting software do you work in, and who owns the account?
Not published on the firm's website
These details were not found on the pages reviewed on October 13, 2026. That does not mean the firm lacks them; ask directly.
- Accounting software
- A bookkeeping price
- Industries served
- Cleanup or catch-up work
- Payroll services
- Names of the people who do the work
Sources and checked dates (2)
- https://nlati.com/: Services, Software, Industries, Working style, Office, Service area, Published fee. Checked October 13, 2026.
- https://nlati.com/about-us/: Credentials. Checked October 13, 2026.
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