*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.*
530 Commerce Ave
Palmdale, California 93551
Dylan always goes the extra mile for my clients. He is an integral part of my real estate team. Not only do my buyers love his helpful attitude and sense of urgency, but my sellers appreciate how quick he is and how easy it is to receive updates on the status of a transaction. As a busy realtor in the Big Bear area, it is so important to have a resource like Dylan on my side!
I had the pleasure of working with Dante at All American Financial on a purchase in Riverside, CA for my buyers. It was such a great experience, Dante & his team were on top of the file from beginning to end, and were so attentive to the escrow. Their communication with both the buyers and myself was top notch and allowed me to do my job in the best way possible with the sellers and listing agent. We were able to close on time with no hiccups and I would definitely recommend working with Dante at All Amer
Dylan helped me with a refinance and he was amazing. Definitely knew what he was doing and made the process as smooth as it could be. Looking forward to using him again in the future
I can't express how fantastic Dylan and his team are. As a first time home buyer, Dylan walked me through every step of the way in detail never leaving a single question unanswered. He made the entire process as seamless as can be. I highly recommend All American Financial Services!
My experience with AAfS very professional. Circumstances of my loan was complicated & challenging Dylan walked me through every step of the way, I will be forever grateful to Dylan for his knowledge and patience getting me my former home. Mary Wright
What an amazing experience! Dylan Lohmam was the most highly experienced lender I've ever had the pleasure of working with! This is our seventh property purchase and I can think of no other person in the industry that has given me such exemplary assistance! As an investor, I have learned tremendously from his knowledge and expertise in real estate finance and I greatly appreciate the endless time he allotted to me! Looking forward to more transactions in the very near future!
Phenomenal service!! It's always a pleasure to work with Slade and Brandon. Choosing All American Financial Services as my lender to refinance my home made the process easy and informative.
Thank you Dante! The process was easy and Dante and team responsive. Answered every question. I will use them again!
Brandon Thomas is very professional and knows the mortgage industry very well. I was very satisfied with the level of service! I would give more stars if I could!
Slade/Dylan and their team are absolutely the BEST! They're extremely knowledgeable and transparent. After dealing with another lender who could not get my refi processed (60 days no results). I was super skeptical to try it again a week later. What Slade/Dylan had to offer was way to good to be true. Boy was I wrong! They did EVERYTHING they said they would, in less time with less money! My refi was complete in less than 30 days!! Such a incredibly smooth process. New customer for life! Great work guys!!!
When it came to getting me the best rate and terms for refinancing my home, Slade helped me where others had failed. He worked very hard and was quite capable. He was able to overcome any obstacles or difficulties that arose. I have worked with many companies, but AAFS is the best, so I send any friends looking to buy or refinance to them.
Slade and he's team are practically like family to us. We've been working together for over a decade, and they've helped us out non stop. Their service is always exelent. Best in the business!
Being able to work with Slade has been a pleasure. The entire loan process was made to go quite nicely by him. You gently led and assisted us throughout the entire procedure! I wholeheartedly urge everyone to take out an AAFS loan.
This team of experts are amazing in every way! There not your typical big box lenders like a bank they care about you and how hard you work to earn your money. If you want to have the best loan that fits your needs these guys are your best option hands down! If they can save you money or help you get better deals they won't stop looking for better option!
Thank you for always going above and beyond for your clients, Always a pleasure working with you!
This is the worst consumer service oriented company on the internet. And they refuse to change or update. Seriously I still can't make a payment online! ITS 2024 FOR GODS SAKE! Part of the problem is this company is located Kansas. The most backward state in the union! These old white haired men who run it need to retire and pass it on to younger more adept people so they can bring this company into the future! I would never buy life insurance from this awful company! EVER!
I worked with Dylan Lohman to find a home loan. He was professional, knowledgeable, and genuinely interested in finding the best loan options for my needs.
Slade and his staff are amazing...less than 30 day funding, on top of all paperwork, kept in contact and made the re-finance process simple and easy with a great rate also. Would use them again and would highly recommend using them
Great group to deal with I have bought five homes from them ..
Amazing experience! Smooth , fast transaction. Everything was as promised. Will continue to use for years!
I will use All American Financial for ALL my renovations. They are the BEST, thank you!
I had a great experience with All American Financial Services. Brandon was extremely helpful, professional, and always quick to respond to any questions I had. He made the whole process smooth and stress-free. I'm very satisfied and would definitely recommend them to anyone looking for a trustworthy lender.
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.