Newman Associates, CPA

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35 reviews

We are a Davis, CA CPA firm. Since 1998, we've been consistently meeting the needs of our clients with exceptional service and support. We strive to support our clients with services customized to meet their needs and to assist them in achieving their financial goals.


(530) 757-7402 http://www.na-cpa.com
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Newman Associates, CPA
- 5/21/18 0.5 of 5

We would be EXTREMELY LIKELY to recommend Newman Associates to friends/family! You always made time for me even when I stopped by with my 3 kiddos in tow. You responded to all of my emails and my husband and I were able to sign our tax forms and pay for your services online. We love working with you! I do think your rating scale is a little unusual. Positive scores are usually high and poor scores are low in my experience. Your survey attributes the highest rating with a "1." Just know we love you guys. Sincerely, Christy Copley

Newman Associates, CPA
- 5/11/18 3 of 5

I like you and appreciate the service you provide, but this year the online data entry was difficult and very time-consuming. Document upload was so confusing I had to bring in paper copies and a thumb drive of the scanned docs. I'm no novice; the software was clunky. Given the time I had to devote to this in excess of what was required to prepare last year, and the (almost $200) fee increase which seems to attribute value to the software that I certainly did not enjoy, it would have been easier and cheaper to buy turbotax and do my taxes myself. I do appreciate your help at the last minute to fix everything, but if I hadn't followed up weeks after submitting and come in to walk through it with you, I'm not sure whether my taxes would even have been filed. My returns are not very complicated; I pay to have them done to save time and not worry. This year was the opposite. Your check from Golden 1 should arrive on Monday.

Newman Associates, CPA
- 4/28/18 0 of 5

Tax prep fees were higher, I had to pay more taxes each year that Newman Associates did my work than I had from Tom Read for 20 years.

Newman Associates, CPA
- 4/27/18 2.5 of 5

Billing error, corrected promptly at my request. New intuitlink data entry system with significant flaws--if my taxes were not essentially the same as the previous years I would not have known what documents to upload. The great majority of my documents were entered as "other". Very responsive to my inquiries and concerns.

Newman Associates, CPA
- 4/27/18 4 of 5

New system for entering initial data seemed inadequate, consequently a number of follow-up emails, & visits were required to complete the return. Andrew and staff were unfailingly responsive to my requests.

Overall Rating

Newman Associates, CPA 35
4.5 out of 5
87.71% of people would recommend Newman Associates, CPA to their friends and colleagues