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← Back to Top 24 Bookkeepers in the Sacramento-Roseville Area, CA (2026)Integrated Accounting Solutions
Evidence Score 30/100 at 78% evidence coverage 20 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?
- CPA license active (individual: Integrated Accounting Solutions, Inc) · 7799 · California Board of Accountancy (DCA public licensee data file)
- Publishes prices?
- Not stated on its website
- Local or remote?
- Not stated on its website
- Software?
- None named on its website
Who they say they serve: dental (self-reported, from the firm's own website)
1 of 5 answered from a dated source.
Documents 1 of 5 core services; CPA license verified with the state board; IRS preparer record found for a named person.
Score breakdown
Dark bar: points earned. Grey bar: the weight we could check.
Evidence
| Claim | What the source shows | Source | Points |
|---|---|---|---|
| Business name | Integrated Accounting Solutions | home page | |
| Website | https://www.onlydentalcpa.com/ | home page | |
| Office locality | Davis, CA | home page | |
| Phone | +15302315286 | home page | |
| Offers bookkeeping | Documented: ...with our monthly service. Instead of utilizing multiple service providers for your bookkeeping, payroll, tax returns, and tax planning, let us do it all! You'll likely save big for... | home page | |
| Payroll coordination | Documented: ...monthly service. Instead of utilizing multiple service providers for your bookkeeping, payroll, tax returns, and tax planning, let us do it all! You'll likely save big for better... | home page | 4 pts (max 4) |
| Industries served (documented) | dental | /about | 5 pts (max 5) |
| Active CPA firm or individual license (state board) | CPA license active (individual: Integrated Accounting Solutions, Inc) · 7799 · California Board of Accountancy (DCA public licensee data file) | State accountancy board Third-party Sep 26, 2026 expires May 31, 2028 | 8 pts (max 8) |
| Bookkeeping designation (AIPB/NACPB) or IRS preparer record | IRS preparer record for David J. Sholer · CPA (self-reported to the IRS, not a state license) · business name on the record: Integrated Accounting Solutions, Inc | IRS preparer records Third-party Sep 27, 2026 | 6 pts (max 6) |
| Reporting cadence stated | Documented: ...result, we can provide timely, tailored advice based off your most recent performance. Monthly Reports You'll get a customized report each month to show your business'... | /services | 4 pts (max 4) |
| Communication channel / process | Documented: Your phone calls, emails, and text messages are answered quickly, with guaranteed response times. | home page Oct 17, 2026 | 3 pts (max 3) |
Checked and not found
- Not documented. Checked 3 pages of the firm's own site on 2026-09-26 (Firm's own website): Monthly bookkeeping (0 pts, max 8); Catch-up / cleanup (0 pts, max 5); AP / AR (0 pts, max 4); Month-end close + reporting (0 pts, max 6); Software supported (0 pts, max 5); Local / remote model stated (0 pts, max 3); Pricing approach published (0 pts, max 6); What is included / excluded (0 pts, max 5); Onboarding described (0 pts, max 4); Privacy / data-handling page (0 pts, max 2).
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); Named contact / team (0 pts, max 3); Entity found in the state business registry (0 pts, max 6); Operating 1+ year (registry formation date) (0 pts, max 5); Working contact route verified (0 pts, max 2).
Check it yourself on the state's own records: California Board of Accountancy license search and business registry search.
- Active CPA firm or individual license (state board): California lists an ACTIVE CPA firm license (Active) under this name, expiring 2028-05-31. It does not prove service quality.
- Bookkeeping designation (AIPB/NACPB) or IRS preparer record: The IRS's public file of active tax preparers (PTIN holders, updated 2026-02-23) lists David J. Sholer under the business name 'Integrated Accounting Solutions, Inc' in Davis, CA. The record lists: CPA. It is one individual's IRS preparer record, not a firm license or a directory listing. Its CPA entry is self-reported to the IRS and is not a state CPA license. It does not prove service quality.
Data limitations
- 19 of 21 evidenced items come from Integrated Accounting Solutions's own website and are labelled self-reported.
- No ratings or review counts are published here. Why.
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