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← Back to Bookkeepers in the Redding Area, CA Compared (2026)Prep Tax Smart
What we could verify
- Registered business?
- Not verified
- CPA license or firm permit?
- CPA license active (individual: Prep Tax Smart Inc) · 9839 · 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?
- QuickBooks
Who they say they serve: contractors, real estate, healthcare (self-reported, from the firm's own website)
2 of 5 answered from a dated source.
Documents 4 of 5 core services; CPA license verified with the state board.
Score breakdown
Dark bar: points earned. Grey bar: the weight we could check.
Evidence
| Claim | What the source shows | Source | Points |
|---|---|---|---|
| Business name | Prep Tax Smart | home page | |
| Website | https://www.preptaxsmart.com/ | home page | |
| Office locality | Redding, CA | home page | |
| Offers bookkeeping | Documented: ...for contractor licensing, surety bonds, lender applications, and regulatory compliance. Bookkeeping & Accounting Accurate, timely financials you can trust. We manage your books so... | home page | |
| Monthly bookkeeping | Documented: ...you make - and every financial statement a lender or bonding agent will review. Monthly bookkeeping and bank reconciliation Financial statement preparation QuickBooks setup... | /services | 8 pts (max 8) |
| AP / AR | Documented: ...Financial statement preparation QuickBooks setup, cleanup, and management Accounts payable and receivable support Payroll coordination Bookkeeping & Accounting CPA-Issued... | /services | 4 pts (max 4) |
| Payroll coordination | Documented: ...QuickBooks setup, cleanup, and management Accounts payable and receivable support Payroll coordination Bookkeeping & Accounting CPA-Issued Financial Statements (Assurance) Some... | /services | 4 pts (max 4) |
| Month-end close + reporting | Documented: ...lender's language. Prep Tax Smart is a licensed California CPA firm. That means every financial statement we issue carries the credibility of a CPA credential - accepted by surety... | home page | 6 pts (max 6) |
| Industries served (documented) | contractors, real estate, healthcare | /about | 5 pts (max 5) |
| Software supported | QuickBooks | /services | 5 pts (max 5) |
| Active CPA firm or individual license (state board) | CPA license active (individual: Prep Tax Smart Inc) · 9839 · California Board of Accountancy (DCA public licensee data file) | State accountancy board Third-party Sep 26, 2026 expires Jan 31, 2027 | 8 pts (max 8) |
| What is included / excluded | Documented: ...but isn't ready for a full-time finance executive, a Fractional CFO fills the gap. Includes: Cash flow forecasting and management Budgeting and financial modeling KPI dashboards... | /services | 5 pts (max 5) |
| Onboarding described | Documented: ...and deliver a factual report. Flexible and efficient for lender requests. The Process Step 1 - Consultation We review what your bonding agent, lender, or licensing board... | /services/cpa-issued-financial-statements | 4 pts (max 4) |
| 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 Policy | /privacy-policy | 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); Local / remote model stated (0 pts, max 3); Pricing approach published (0 pts, max 6); Reporting cadence stated (0 pts, max 4); Communication channel / process (0 pts, max 3).
Not verified (not checked yet, so each scores 0 and counts against coverage): Service area; Phone; Current QuickBooks ProAdvisor or Xero advisor listing (0 pts, max 6); Bookkeeping designation (AIPB/NACPB) or IRS directory credential (0 pts, max 6); Named contact / team (0 pts, max 3); Entity found in the state business registry (0 pts, max 6); Years operating (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.
- Active CPA firm or individual license (state board): California lists an ACTIVE CPA firm license (Active) under this name, expiring 2027-01-31. 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
- 18 of 20 evidenced items come from Prep Tax Smart's own website and are labelled self-reported.
- No ratings or review counts are published here. Why.
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