*Note: CPAs may specialize in different areas. Be sure to check credentials and service offerings.*
If this is your first time working with a CPA, don’t worry — most professionals offer a free consultation and will walk you through what to expect. You may be asked to complete an intake form, share financial documents, or set clear goals for your session.
*Note: Every CPA operates a bit differently. Don’t hesitate to ask questions before committing.*
*Tip: Organize your documents in advance to save time and ensure accuracy.*
*Note: Preparation helps you make the most of your CPA’s expertise.*
*Note: Every CPA is different — take time to find one who fits your goals and style.*
21201 Virtuoso
Irvine, California 92620
I had an amazing experience working with Rupa back in 2020. She helped with refinancing and getting me the best rate possible. She was very efficient and expedited the process hassle free. She is not only highly experienced, but very passionate about her work. This makes her an exceptional broker, I highly recommend!
I had the pleasure of working with Rupa back in 2015 for the refinancing of my home, and it was an excellent experience. She not only secured a very good deal for me but also made the entire process smooth and understandable. She has continued to stay in touch over the years and am currently working with her on another potential deal. She has a ton of knowledge of the mortgage industry.
Vijay Very professional to work with they answer all your questions. He work very hard for you putting you first .He honest and educated about the information he provided to you.He takes you step by steps. He takes his time with you makes sure you understand everything. He is by far the best real estate person I have ever came across! If your buying, selling your home or refinance he very knowledgeable in all aspects of real estate! Your go to real estate person!
Rupa is a very capable loan broker I was able to get 3 mortgages with her help when no one else would would give me a mortgage. She is very easy to work with and really takes care of her clients. I highly recommend her.
I had a very good experience with Rupan ji and his son Vijay . They give their heart and soul to protect the interest of their client and give their best to search for house for us relentlessly.
First of all, we would like to give thanks to Rupa for helping us to establish a loan when many others tried to overcharge or turn us down due to a low credit score. Her caring and hard work proved to be successful. Her willingness to speak to us after hours and giving us the satisfaction of a quick resolution. You?re a blessing to our family. Again THANK YOU and God bless your heart.
Ms.Rupa was amazing! She worked so hard to get our loan approved on time, even when we were in a tough situation. She was always available to help, no matter the time. Her dedication and effort made the whole process much easier for us. We truly appreciate her hard work and highly recommend her to anyone needing a mortgage. Thank you, Ms.Rupa, for everything!
Working with Vijay has been an absolute pleasure,he could able to conclude our loan within the time period he promised and with the best interest rate,he is absolutely on top of things and makes sure everything is in order .Great Experience and would recommend to anyone.
Explained everything in detail and made the process smooth, Specifically Rupa helped me navigate through the entire process and made it feel like a personal experience! Definitely recommend absolute financial!
I highly recommend Absolute Financial for their exceptional assistance in securing a loan and purchasing my first multifamily property. She was professional, dedicated, and always available to answer my questions. Rupa?s expertise and strategic approach helped me find the perfect property and navigate the loan process smoothly. Thanks to her hard work, my dream of owning a multifamily property became a reality. If you need a reliable and knowledgeable realtor broker.
Ms. Rupa with Absolute Financial Inc went above and beyond in helping our family buy our first home. After multiple attempts at securing a loan with other professionals, there was a time where we thought it?d be impossible for us to secure a home loan at the time due to multiple factors. However, Rupa did some honest loan work and was always on top of things which needed to be handled. She also is very patient with explaining how your loan is structured and welcomes all questions with a smile. 100% would re
Vijay offers excellent customer care. He has strong analytical skills and was able to address my questions, as well as provide clear explanation throughout the process
Rupa with Absolute Financial went above and beyond to help me secure my first home. Initially I thought it may not be possible for me at the time to get into a home based on how my income is structured but they worked tirelessly to make sure we were able to secure the loan that we needed. She was on my case late nights, early mornings, and made sure I understood every step of the process. Would highly recommend going with Absolute Financial and I personally look forward to working with them again. 5 stars!!
Rupa Aunty has been very helpful and will get the work done. She helped us secure our first home with less credit history when we moved to the US when a majority brokers denied. Over the years she has helped us refinance the property to a better rate and will take her time to explain every step as a new homeowner. Highly recommend.
Work with Rupaji last 3 years or do she refy my 9 different loan on time with good interest. Am more than happy. She is very persistent and Follows with every one. She is great result oriented person Chatur n patel
Ms.Rupa is very knowledgeable, professional and responsive. We would highly recommend her for absolute best results. Thank you!
To: Rupa Re: Absolute Financial, Inc., Honest, Great Loan Work. We agree with everyone saying, Rupa's work securing residential and or commercial loans beats out all the unreliable mortgage brokers that destroy Buyer enthusiasm with their nonsense and games when one is looking to secure a deal. With Rupa, it?s always straight forward, strategic, punctilious and calculated when it comes to financing. The way it should be throughout the industry. We look forward to working with you Rupa, time and again to ass
I wanted to start by saying, anyone would be blessed to have Rupa on there team, when trying to secure a Realestate loan. Being a commercial Realestate investor, I have came across several over promising and completely unreliable mortgage brokers that pulls you down when trying to secure good deals. With Rupa it?s always very real, straight forward, strategic, punctilious and calculated when it comes to financing. Thank you Rupa for your service, I look forward to working with you time and again. American d
Rupa goes above and beyond for her clients to get them the best possible deal in the best possible time. She was able to get me financing when nobody else could. She has a vast amount of knowledge and experience which is impossible to beat. I would highly recommend Rupa to anyone looking for a loan.
Rupa and team were fantastic working on my loans and they were able to get me funded right away. She was always on top of things to get everything done in a timely manner. I would recommend working with absolute financial for all your future and current financial needs.
Rupaji, helped us to get our first home. She has got good knowledge about all the different types of loan available for first time home buyers. We recommend her. Thank you!!
The miracle worker! Absolute financial help my family in many ways and one of the most amazing thing that they did is to put my family in to our dream home, Rupa personally worked with me to make it happened that?s why I named her ?The Miracle Worker.?highly recommended!!!
Rupa was amazing and beyond helpful in assisting us with finding a home for us, according to our needs. She also assisted us with our mortgage and refinancing.
I have worked with Absolute Financial on 2 occasions in the past - a purchase and re-fi. I was extremely satisfied with the service. I am now working on another purchase with Absolute because of their track record and care for client.
Excellent service.I highly recommend 'Absolute financial, Inc . The staff is not only friendly but also highly skilled. Definitely come back .
Solid company. If you're committed, the company is committed. I used the company for listing, mortgage, and purchase. My situation was unique and required out-of-box thinking and the company delivered. Highly recommended.
Very nice and professional Closes on time
Best customer service. Very friendly.
Look for a Certified Public Accountant (CPA) license, which ensures they’ve passed rigorous exams and meet state requirements. Check for relevant experience in your industry, additional certifications like CFA or CMA, and membership in professional organizations like the AICPA. Verify their credentials through state licensing boards.
Use online directories like the AICPA, CPAverify, or state CPA societies. Search platforms like Yelp or Google for local CPAs with reviews. Ask for referrals from business associates, friends, or financial advisors. Local chambers of commerce can also provide recommendations.
A CPA is a licensed professional who has passed the CPA exam and met state requirements for education and experience. An accountant may lack this certification and could have varying levels of expertise. For complex tasks like tax audits or financial reporting, a CPA is typically more qualified.
Ask about their experience with your specific financial needs, such as tax preparation, small business accounting, or estate planning. Review their website or LinkedIn for case studies or client testimonials. Inquire about their client base to ensure they handle similar financial situations.
Yes, reviews provide insight into a CPA’s reliability, communication, and performance. Check platforms like Google, Yelp, or the Better Business Bureau for client feedback. Look for patterns in reviews, but verify their authenticity, as some may be biased or outdated.
Visit your state’s Board of Accountancy website or use CPAverify.org to check a CPA’s license status. Confirm their license is active and check for any disciplinary actions or complaints. This ensures they’re in good standing and meet professional standards.
Ask about their experience with your financial needs, fee structure, availability, and communication style. Inquire how they handle tax filings, audits, or financial planning. Ask for references or examples of similar work to assess their expertise and fit.
Fees vary based on location, services, and complexity. Basic tax preparation may cost $150-$500, while business accounting or audits can range from $1,000 to $10,000+. Request a detailed fee structure upfront and compare quotes from multiple CPAs.
Yes, many CPAs offer remote services through secure online platforms for document sharing and virtual consultations. Ensure they use encrypted tools for data security. Remote CPAs can be effective if they understand your local tax laws or business regulations.
During consultations, evaluate their ability to explain complex financial concepts clearly. Ask sample questions about taxes or financial strategies and note their responsiveness and clarity. Good communication ensures you understand their advice and fosters a productive relationship.
Beware of CPAs who guarantee specific tax refunds, lack a valid license, or have disciplinary actions on record. Avoid those with poor communication, vague fee structures, or negative reviews highlighting unethical behavior. Always verify their credentials independently.
Large firms offer more resources and specialized teams but may charge higher fees. Solo practitioners often provide personalized service and lower costs but may have limited availability. Choose based on your needs, budget, and preference for personalized attention.
For individuals, annual meetings for tax preparation may suffice. Businesses may need quarterly or monthly check-ins for bookkeeping, tax planning, or financial reporting. Discuss your needs upfront to establish a meeting schedule that aligns with your financial goals.
Yes, many CPAs handle both, but confirm their expertise in both areas. Ask about their experience managing personal taxes and business accounting simultaneously. Ensure they can balance both without compromising attention to your specific financial needs.
Discuss concerns directly with your CPA to resolve issues. If unresolved, check your contract for termination terms. Seek a new CPA by researching reviews, credentials, and referrals. Request your financial records to ensure a smooth transition to a new professional.