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Advisory Benefit Services

Advisory Benefit Services

Reviews Summary

The majority of reviews highlight exceptional service, with long-term clients praising the team's professionalism, expertise, and personalized financial advice. Many emphasize decades of trust, responsive communication, and successful investment outcomes. A few mention retirement planning and estate management as standout services. One negative review criticizes inaccurate financial planning and high fees, but this is an outlier among overwhelmingly positive feedback. The consensus is a highly trusted, client-focused team with consistent results over many years.

About This Listing

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.*

Contact Information

Address

4695 MacArthur Ct # 360

Newport Beach, California 92660

Visit Website Call Now Get Directions

Hours

Sunday Closed
Monday 8AM-5PM
Tuesday 8AM-5PM
Wednesday 8AM-5PM
Thursday 8AM-5PM
Friday 8AM-5PM
Saturday Closed

Customer Reviews

I have trusted ABS since I met them in 2016. I came to them while looking for a better investment company to suit my needs.. I was introduced to Scott Mason and the team by friends and colleagues who already were invested with them for some years. They are extremely smart, supportive, and personal in their ability to manage my portfolio.They advise me on long term views, current market conditions, and consult when considering options for reallocation. Scott and Ryan are quick to answer a call or email

I have been a client of Jerry's and ABS for 30 years. Jerry's advice and service has been spot on. The plan we laid out in the 90's has performed excellent, as well as his council on some recent changes we made. I highly recommend ABS. They have the experience, expertise and develop a great working relationship with their clients. Very happy !!

I highly recommend this company. I have been a client since the mid 90s. Because of this company investing for me, I was able to retire last year. I have had the same 2 gentleman Ryan Calderon and Scott Mason. They periodically reach out to make sure I am aware of what's going on with my investments and what they believe will happen with the market. I can always reach out to them and don't have to wait long for a response. I can't praise Ryan enough. He has gone above and beyond to assist me. Many tim

I've known and worked with Scott & Jerry since the 90's. I forget the exact date. We have total trust and respect for what they do for us. I recommend their services to anyone who needs help whether it's their expertise or their ability to help get things done. Scott and his team are an integral part of our family financial plans, and we thank them for their continued assistance.

Scott and Jerry have been our financial advisors for 14 years. Their advice has been beneficial in every instance. We would highly recommend Scott and Jerry to anyone who is seeking an extremely knowledgeable and professional team of investment advisors. Bruce and Jane

I've been working with Jerry and Scott at ABS since 1989 when I was a young professional all the way through to current day.. Jerry has helped me with estate planning, life insurance and long term care. Scott manages my investments and 529 accounts. They are stand up honest guys and I am very happy with the results I have been able to accomplish over the years.

Jerry Kanter and Scott Mason at Advanced Benefit Systems have helped my wife and I for decades. They have always been professional, knowledgeable, insightful, and friendly. They have asked good questions and offered good advice. My wife and I have recommended them to our grown children who have also been very pleased with Jerry and Scott?s assistance.

I have worked with Jerry and Scott for the past two decades. They are professional, personable and very much care about tailoring, offering, and providing optimum solutions to meet their individual client's needs. I wholeheartedly recommend them without reservation.

Scott and Jerry are an A+ team. I have been with them for the last 10 years and would not think of leaving them.The reason, they give me very personal care

Stay away. Unprepared when it came to giving us solid financial planning advice and charged us over 1k to run numbers that were just plain inaccurate. There are so many better options in Orange County that will allow you to work with advisors who are truly dedicated to helping you grow your portfolio.

Just finished another review with Scott and Jerry. I couldn't be happier. It's been 10 years working together, exceeding my expectations.

Scott and Ryan always took care of my financial needs over the past decades without any disappointment.

Scott and Jerry are an A plus team. They are the best of the best.

Scott is always easy to contact and speak with.

Amazing team , providing excellent service !!!

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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