Updated:
← Back to Top 24 Bookkeepers in the Sacramento-Roseville Area, CA (2026)C&A Welch Inc
Evidence Score 63/100 at 83% evidence coverage 1 of 24 on the Sacramento-Roseville area list How the score works
What we could verify
- Registered business?
- Not verified
- CPA license or firm permit?
- Not verified (searched the state board)
- Publishes prices?
- Other fees only, no monthly price
- Local or remote?
- Not stated on its website
- Software?
- QuickBooks Online, Gusto
Who they say they serve: contractors, medical, dental, e-commerce, consultants (self-reported, from the firm's own website)
2 of 5 answered from a dated source.
Documents 3 of 5 core services; IRS preparer record found for a named person; publishes prices.
Score breakdown
Dark bar: points earned. Grey bar: the weight we could check.
Evidence
| Claim | What the source shows | Source | Points |
|---|---|---|---|
| Business name | C&A Welch Inc | home page | |
| Website | https://www.mytrailhead.tax/ | home page | |
| Office locality | Folsom, CA | home page | |
| Phone | +19169415286 | home page | |
| Offers bookkeeping | Documented: ...S-Corp and partnership returns, filed together with your personal return by one team. Bookkeeping Clean monthly books in QuickBooks Online, closed on a date you can count on. Tax... | home page | |
| Monthly bookkeeping | Documented: ...partnership returns, filed together with your personal return by one team. Learn more Monthly bookkeeping Bookkeeping Clean monthly books in QuickBooks Online, closed on a date... | /services | 8 pts (max 8) |
| Payroll coordination | Documented: ...and Advisory Know your number before the year ends, and have a plan to change it. Payroll Setup Owner payroll and first hires, set up in Gusto and done right the first time. IRS... | home page | 4 pts (max 4) |
| Month-end close + reporting | Documented: ...pricing Base - $500/ mo · scales with volume Clean books, delivered monthly. P&L and balance sheet, quarterly review call. Monthly close by the 15th P&L + Balance Sheet Up to 100... | home page | 6 pts (max 6) |
| Industries served (documented) | contractors, medical, dental, e-commerce, consultants, fitness | /bookkeeping-folsom-ca Nov 8, 2026 | 5 pts (max 5) |
| Software supported | QuickBooks Online, Gusto | home page | 5 pts (max 5) |
| Bookkeeping designation (AIPB/NACPB) or IRS preparer record | IRS preparer record for Clayton Welch · Enrolled Agent (on the IRS record) · business name on the record: C&A Welch Inc | IRS preparer records Third-party Sep 27, 2026 | 6 pts (max 6) |
| Pricing approach published | Publishes prices: "$100 / mo" | home page | 6 pts (max 6) |
| What is included / excluded | Documented: ...The plan gets updated when it does, not the following April. Pricing Planning is included in the Ascent and Summit tiers of both individual and business memberships rather than... | /services/tax-planning | 5 pts (max 5) |
| Onboarding described | Documented: ...and 1099 filing A tax-ready package at year-end that flows directly into your return How it works 01 Diagnostic We audit the current file and give you a ranked list of what is... | /services/bookkeeping | 4 pts (max 4) |
| Reporting cadence stated | Documented: ...for Owners who are behind on their books or doing them at midnight Businesses that want monthly statements they can make decisions from Anyone whose tax preparer keeps asking for... | /services/bookkeeping | 4 pts (max 4) |
| Named contact / team | Clay Welch, EA | home page | 3 pts (max 3) |
| Communication channel / process | Documented: ...returns done right, filed on time, every year. Federal 1040 + state filing TaxDome client portal + e-signature Compliance calendar Start Your Climb Most Popular Ascent $130 / mo ·... | home page | 3 pts (max 3) |
| Working contact route verified | [email protected] (mail server found) | DNS check Third-party Sep 26, 2026 | 2 pts (max 2) |
| Privacy / data-handling page | Documented: Privacy & AI Policy | /privacy | 2 pts (max 2) |
Checked and not found
- Not documented. Checked 8 pages of the firm's own site on 2026-09-26 (Firm's own website): Catch-up / cleanup (0 pts, max 5); AP / AR (0 pts, max 4); Local / remote model stated (0 pts, max 3).
- Not verified. Searched California Board of Accountancy licensee file (DCA public licensee data) for CPA firm records named 'C&A Welch Inc'; individual CPA licences for 'Clay Welch' on 2026-09-26: no matching record (State accountancy board): Active CPA firm or individual license (state board) (0 pts, max 8).
Searches that find nothing are not a mark against a firm. How we search.
Not verified (not checked yet, so each scores 0 and counts against coverage): Service area; Current QuickBooks ProAdvisor or Xero advisor listing (0 pts, max 6); Entity found in the state business registry (0 pts, max 6); Operating 1+ year (registry formation date) (0 pts, max 5).
Check it yourself on the state's own records: California Board of Accountancy license search and business registry search.
- Bookkeeping designation (AIPB/NACPB) or IRS preparer record: The IRS's public file of active tax preparers (PTIN holders, updated 2026-02-23) lists Clayton Welch under the business name 'C&A Welch Inc' in Folsom, CA. The record lists: Enrolled Agent. It is one individual's IRS preparer record, not a firm license or a directory listing. It does not prove service quality.
- Working contact route verified: The email address the firm publishes is on a domain that accepts mail (MX record present).
Data limitations
- 20 of 23 evidenced items come from C&A Welch Inc's own website and are labelled self-reported.
- No ratings or review counts are published here. Why.
Is this your firm?
Claim this listing to correct a field with evidence, or report a correction. Claiming confirms ownership only; it does not change the score.