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Arrowroot Family Office

Arrowroot Family Office

Reviews Summary

Most reviews praise the professionalism, expertise, and personalized service, highlighting clear communication, trustworthiness, and thoughtful financial guidance. Many appreciate the team's transparency, family-oriented approach, and ability to tailor strategies to individual needs. However, one review alleges negligence and self-interest in handling a 401k plan, resulting in significant financial loss. Overall, the majority reflect strong satisfaction with the service and recommend the team highly.

About This Listing

Business Consulting
Tax Planning
Entity Structuring
Financial Advisory
Estate and Trust Tax
High-net-worth Individuals
Risk Management
Complex Situations
Multi-state Experience
Cross-border Taxation

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

Business Consulting
Tax Planning
Entity Structuring
Financial Advisory
Estate and Trust Tax
High-net-worth Individuals
Risk Management
Complex Situations
Multi-state Experience
Cross-border Taxation

Contact Information

Address

4553 Glencoe Ave #200

Marina Del Rey, California 90292

Visit Website Call Now Get Directions

Hours

Sunday Closed
Monday 7AM-6PM
Tuesday 7AM-6PM
Wednesday 7AM-6PM
Thursday 7AM-6PM
Friday 7AM-6PM
Saturday Closed

Customer Reviews

My wife and I had such a great experience at Arrowroot with Rob Santos and staff. Rob made difficult things easily understandable and gave us value free and informed options. When we have delayed in getting things to him or making decisions he has gently reminded us with no pressure to do one thing versus another. We feel so safe in his capable hands!

I have worked with Rob and his team over a number of years on several different business ventures. Rob has been the ultimate professional and has extensive knowledge in the marketplace to provide my team the highest and best level of advisory. His team is extremely selfless in their time and has always been fully transparent and trustworthy while delivering high level results. I highly recommend Rob and the Arrowroot team to anyone that has the opportunity to work with them.

I have known Rob for a very long time and when I needed to move my 401k from my old firm to a new one, there was no doubt where I'd move it to and who would be handling my retirement needs. Rob and Arrowroot FO are nothing but professional, knowledgeable, efficient and above all, caring about their clients and our needs. I happily recommend Arrowroot FO to handle any financial planning for you and your family.

I open up a 7 figure IRA account with AFO 3 years ago. We discussed in detail my risk appetite. They created a very detailed and professional written report and agreement which I reviewed and found to be consistent with our discussions on risk. Rob Santos is a professional experienced money manager who manages a large number of relationships with significant balances. I consider him an excellent money manager.

My family and I have trusted Rob and his team for many years. From basic financial guidance to complicated investment strategies, he gets it done and it's comforting to know we're in great hands. I've referred countless clients to him as well, and they couldn't be happier as well.

Rob and team have helped guide my personal and company?s financial success for years. Always thoughtful, sincere and knowledgeable, my family and I look to the Arrowroot team for trusted advice whenever possible.

I set up a 401k plan with this company and Robert Santos was the advisor. Unfortunately he did what was best for him and his commision and not for myself and my company. In the end my partner and I realized what had been done and there was no reversing it. It costs us tens of thousands of dollars due to his neglience. I had two other financial advisors look at how Rob set up the plan for me and they both said they would have never done that for their clients. We now have to report him to the SEC and spend m

Arrowroot Family Office has big firm services with a small family oriented approach. They take the time to get to know you and your goals and they work closely with you to accomplish those goals. I highly recommend Arrowroot Family Office. They are simply the best!

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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