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Arkshire Financial

Arkshire Financial

Reviews Summary

Customers consistently praise Arkshire Financial for their professional, knowledgeable, and empathetic approach to financial planning. The team is commended for providing clear, tailored advice that builds confidence and security for clients' futures. Many highlight the personalized service, educational focus, and long-term strategies that address retirement, investments, and tax-efficient growth. The staff's transparency, patience, and genuine care for clients' success are recurring themes, with clients expressing trust and satisfaction in the firm's ability to simplify complex financial matters and deliver peace of mind.

About This Listing

Tax Planning
IRS Representation
Financial Advisory
Estate and Trust Tax
Small Businesses
Mid-size Businesses
High-net-worth Individuals
Professional Services
QuickBooks
Xero
GAAP Compliance
SOX Compliance
Risk Management
Multi-state Experience

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

Tax Planning
IRS Representation
Financial Advisory
Estate and Trust Tax
Small Businesses
Mid-size Businesses
High-net-worth Individuals
Professional Services
QuickBooks
Xero
GAAP Compliance
SOX Compliance
Risk Management
Multi-state Experience

Contact Information

Address

5030 Business Center Dr #390

Fairfield, California 94534

Visit Website Call Now Get Directions

Hours

Sunday Closed
Monday 9AM-6PM
Tuesday 9AM-6PM
Wednesday 9AM-6PM
Thursday 9AM-6PM
Friday 9AM-6PM
Saturday Closed

Customer Reviews

Working with Arkshire Financial has been a game-changer for me. Their team is incredibly knowledgeable and truly invested in helping clients succeed. They've taught me practical financial strategies and guided me through smart investment decisions, all while making the process clear and approachable. I trust them completely with my future and appreciate their honest, tailored advice. If you're serious about building wealth and learning how to manage it wisely, Arkshire Financial is the perfect partner. I im

Connecting with Arkshire Financial has been very rewarding. The team has opened my eyes to so many possibilities for changing my financial situation and set myself and family up for a better future. They take time to educate as well as provide answers and guidance every step of the way. I'm completely satisfied with the level of service and expertise provided and I feel assured that I am in good hands.

Arkshire is intentional with supporting their customers! They have the ability to recommend strategies that provide continuous growth long term. My retirement began late in my career and I highly recommend this team of experts! I am on track now at 60 to retire in a couple years with the security I needed.

My experience with Arkshire Financial was a game-changer. Nate made setting up my financial portfolio so simple and easy to understand. I now feel confident and empowered about my future. It's a great feeling to know that my family?s financial future is secure.

Working with the professionals at Arkshire Financial has put my future mind at ease. I am a single mother and didn't have any plans for the future financially until I spoke with them and now I have a clearer mind and understanding of what is ahead of me. The staff was very professional, kind and non-intimidating along with answering all of my questions to where I understood and felt comfortable with the answers. I would not go anywhere else with my financial needs other than Arkshire Financial and I would r

As a client of Arkshire Financial I can say one of the things that stood out to me was they didnt have a Bias towards one specific situation financially. They tailored an idea that met my needs and my future wants.. I wasn't savvy enough to place myself in buckets where my money could grow tax free or even have wealth in mind during my later years so I appreciate their professionalism... I worked with David Rosenberg and the man is an encyclopedia of knowledge..

Arkshire does an amazing job of financially educating people on what their options are financially, after meeting with their advisors I feel better equipped on my future. They have helped my family and friends secure their financial futures as well. So grateful I got connected with them.

My son turned 18, started working and was looking to park his money somewhere. I introduced him to Joel & Ra Sek who help assist with building his portfolio (long term) my son was very happy & impressed with how smooth the process was. They are very knowledgeable in the field. They answered all his questions and will also touch basis with him annually regarding his financial needs. Thank you Joel & Ra!

Arkshire Financial has given my family and I the security we needed to manage our finances. The collective experience, transparency and ethical business practices makes Arkshire Financial paramount in eyes. After sharing my experience with others and seeing the impact Financial education, I joined forces with Arkshire Financial and have been a champion of their services to many.

I've been a client with Arkshire Financial for over 2 years now. My first impression was that they were very attentive to my needs. They LISTENED (that's huge for me). They didn't pressure me. Instead, they guided me through the process. The agent I was working with was very knowledgable and transparent. If he didn't know an answer to a particular question in regards to my policy he reached out to many other knowledgeable colleagues. Seeing the agents work together to solve problems for clients was comforti

Arkshire Financial took care of my long term financial needs. They have saved us hundreds of thousands of dollars through the various strategies that they have to offer ! The agent that took care of me was Roheet Virk that guy knows his stuff and was very professional since the beginning.

Arkshire Financial is one of the best places for advice and insight into your options for investment and retirement. Year after year the strategies and education that the consultants give continues to evolve with the changing market environment.

Money has always been an intimidating topic for me. When I sat with Tommy he made everything so simple. I feel so much empowered with the knowledge he gave me. I wish everyone can have the experience I just had.

I recently sat down with Tommy at Arkshire and was blown away at how little I knew about money. He made everything simple and easy to understand. I'm much more confident in my plan going forward

I sat with Steven Rosenberg and he was very knowledgeable and guided me through every step of the process of setting up my retirement. I told everyone in my family to go meet with him or anyone from his staff

I am extremely happy with the service they provided. My advisor John did a great job reviewing my accounts and getting everything in order. I highly recommend this firm.

Jason and steve was a pleasure to work with as setting up my finances and educating me along the way was exactly what I needed to ensure my future was set up properly

Billy and Ruben were very helpful and understanding of our financial needs and goals. They made us feel like they really cared.

I became working on my finances the last few year with this company and it has been the best decision ever. Peace of mind for my finances and retirement and to know my family is taken care of ??????

I had a great experience with this firm. I was very informed of the information provided. Highly would recommend them. They are also super professional.

The office is very professional just like the people that work here and they are super helpful and will give you financial information to better prepare yourself.

Friendly and knowledgeable staffs with genuine purpose of helping other people secure their financial future.

Solid performance by their staff

Working with Steven Rosenberg has been one of the best decisions I've made for my financial future. His expertise in retirement planning and overall financial services gave me clarity, confidence, and peace of mind. From our first meeting, Steven took the time to understand my goals, explain my options clearly, and build a strategy tailored to my needs. He's not only knowledgeable but also genuinely cares about his clients? success. I highly recommend Steven to anyone looking for a trustworthy and results-d

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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