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Access Financial Solutions

Access Financial Solutions

Reviews Summary

Customers consistently praise Access Financial Solutions for their exceptional service in debt consolidation and financial relief. Reviewers highlight the company's professionalism, responsiveness, and genuine care for clients' financial well-being. Many emphasize the life-changing impact, with stress reduction, significant savings, and clear paths to debt freedom. The team's transparency, patience, and detailed guidance are frequently mentioned as key strengths. Multiple reviewers strongly recommend their services, noting the ongoing support throughout the debt resolution process. The overall sentiment reflects deep gratitude for the company's role in achieving financial stability and peace of mind.

About This Listing

Financial Advisory

Who Can Work with a CPA?

Individuals seeking tax prep, retirement planning, or financial advice
Small business owners needing bookkeeping, payroll, or tax compliance
Freelancers and contractors with 1099 income or complex returns
Couples planning finances together or managing joint returns
Investors with capital gains or rental property income
Anyone looking for year-round financial guidance and peace of mind

*Note: CPAs may specialize in different areas. Be sure to check credentials and service offerings.*

First-Time Clients

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.

What to Know Upfront:

Documentation Bring your most recent tax returns, income details, and any financial concerns
Availability Appointments fill up quickly during tax season — book early if possible

*Note: Every CPA operates a bit differently. Don’t hesitate to ask questions before committing.*

What to Bring

Government-issued ID for verification
Tax documents (W-2s, 1099s, investment summaries, etc.)
Receipts or logs for deductible expenses, donations, or mileage

*Tip: Organize your documents in advance to save time and ensure accuracy.*

Preparing for Your Appointment

Write down any financial goals or questions in advance
Check if your CPA offers virtual sessions or document uploads
Bring a notebook or use a notes app for key takeaways
Know your deadlines for filing, payments, or compliance

*Note: Preparation helps you make the most of your CPA’s expertise.*

How to Get Started

Use our directory to find highly reviewed CPAs near you. Reach out directly to schedule your consultation.

Other Helpful Info

Many CPAs offer both in-person and remote consultations
Fees may be flat-rate, hourly, or based on service complexity
Some CPAs specialize in industries like healthcare, real estate, or tech
Check for client reviews and credentials (CPA license, EA, etc.)

*Note: Every CPA is different — take time to find one who fits your goals and style.*

Features

Financial Advisory

Contact Information

Address

26400 La Alameda Ste 214

Mission Viejo, California 92691

Visit Website Call Now Get Directions

Hours

Sunday Closed
Monday 8AM-6PM
Tuesday 8AM-6PM
Wednesday 8AM-6PM
Thursday 8AM-6PM
Friday 8AM-6PM
Saturday Closed

Customer Reviews

I found these guys online, and let me tell you they did not disappoint me one bit! The gentleman., Gil C., was definitely my go to guy. He was very professional and knowledgeable. He was able to help me consolidate all my credit card debt and get my finances back on track. What a great relief it was for me and my family. I would highly recommend Gil because he is not only professional and knowledgeable, he is patient and hard working!

There are a lot of debt companies out there, with rates that differ and all. I was shopping around for the best ones but I ended up with Access Financial Solutions because of how they respond to all my concerns. It wasn't only the first few months but they were responsive all throughout the first year. I'm very thankful for that they were with me throughout this whole journey towards my financial freedom.

I was drowning in high interest credit card debt until I called Access Financial Solutions. I explained my situation and quickly showed me my options they were very detailed and sensitive to my worries answered all my questions. Now I'm saving thousands of dollars each month and I can see the light at the end of the tunnel. Thank you Access Financial Solutions for being in business of helping the people.

Access Financial Solutions turned out to be a lifeline for me. I was drowning in debt and the financial relief they provided saved me. I highly recommend them and will be referring my family and friends in need.

So glad my friend recommended me to try them out for help with my credit card debt. I worked with Gil C. and he was very professional and kind, he took care of me and now, I am on my way to getting back on track. Highly recommend.

For people looking to get the best financial help, Access is definitely the one. I can't be more thankful for their help and constant follow-up. They cleared all stress away with their full transparency.

Access Financial was so helpful. They understand their clients and actually care. I am able to live the life I deserve. Thank you Access.

Highly recommend them. Gilbert was very helpful and was able to help me become debt free. Give him a call!!!

(Translated by Google) I want to share my experience because I think many people also need this help. Mr. Gilberto Castellon helped me get out of all my debts with great patience. He is a very kind person and is obviously knowledgeable in all financial aspects. Thank you very much Gilberto! (Original) Quiero compartir mi experiencia porque pienso que mucha gente tambi?n necesita esta ayuda. El se?or Gilberto Castellon me ayud? a salir de todas mis deudas con mucha paciencia. Es una persona muy amable y obv

Frequently Asked Questions

What qualifications should I look for in a CPA?

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.

How do I find a CPA in my area?

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.

What’s the difference between a CPA and an accountant?

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.

How do I know if a CPA specializes in my needs?

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.

Should I check a CPA’s reviews before hiring?

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.

How can I verify a CPA’s license?

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.

What questions should I ask during a CPA consultation?

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.

How much should I expect to pay for a CPA’s services?

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.

Can I work with a CPA remotely?

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.

How do I assess a CPA’s communication skills?

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.

What red flags should I watch for when screening a CPA?

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.

Should I choose a CPA from a large firm or a solo practitioner?

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.

How often should I meet with my CPA?

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.

Can a CPA help with both personal and business finances?

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.

What should I do if I’m not satisfied with my CPA?

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.

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