*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.*
2340 Tampa Ave # H
El Cajon, California 92020
Joseph at Asset Security is the real deal when it comes to financial guidance. He provides clear, actionable support to help manage your structured settlement. He provides direct deposit updates to beneficiary changes, making sure everything runs smoothly. His protection services are top-notch, especially if you've been harassed or pressured into selling. But what really sets Joseph apart is his ability to guide clients through real financial transformation. Whether you're paying off debt or starting a busi
If you need someone who truly understands structured settlements, Joseph at Asset Security delivers on all fronts. He starts by making sure your policy is protected, blocking unwanted contact, reviewing your options, and giving you power over your decisions. He then supports you by managing your paperwork and payment logistics with ease. But the real value is in his guidance. Helping you turn your policy into a pathway toward education, homeownership, or business growth. Joseph brings heart, smarts, and res
From blocking harassment to managing policy updates and offering smart financial guidance, Joseph at Asset Security makes structured settlements simple and empowering. You'll feel protected, supported, and ready to build wealth. Joseph helped me move from California to Texas, purchase a condo cash, never pay rent again and helped me wipe out all my debt. He stays on top of me to make sure I'm always in a good place financially and any questions I have on finance, he can always point me in the right directio
Their protection managers, financial officer, especially Joseph, are one of the few professionals we've worked with who truly puts client interests first. He helped us understand and navigate our structured settlement with clarity and care. Whether it was protecting us from outside pressure, updating important documents, or offering practical coaching for the future, Joseph was consistent, reliable, and sharp. We're in a much stronger financial position because of his guidance.
Ed & Joseph is are more than a structured settlement experts. They are trusted advocates at Asset Security. They both offer hands-on guidance through personalized coaching programs that help clients build real, lasting financial success. At the same time, his support with managing the day-to-day aspects of policies, like document changes and confusing and/or misleading paperwork, is seamless. And if you've been pressured by other companies, Joseph will protect you fast with cease and desist actions and no-p
Working with Fadi was easy and straightforward. He helped me create a clear plan to rework my policy, making it possible for me to access the funds I needed to purchase a home. I'm truly grateful for their support!
Asset Security Consulting delivered everything they promised and more. They protected us from predatory companies, restructured our settlement to create significantly more income, and made sure we had all the clarity and documents needed. Their team is professional, knowledgeable, and genuinely cares about their clients. I'm incredibly grateful and highly recommend them!
Great company to work with. They have a ton of resources to use and they kept me informed on a monthly basis. I was lucky to get approved for a program when other companies just pushed me off to the side
As an attorney, I have worked with numerous structured settlement companies in the past, and I can confidently say that no one in the industry does it better than Asset Security Consulting. They take the time to thoroughly analyze their clients? financial breakdown and identify innovative ways to create additional income and assets from their policies. Their commitment to guiding clients through the entire process ensures clarity and confidence every step of the way. If you are looking to restructure your
They were absolutely great from start to finish. Joseph was always in contact with me and just tremendously helpful. Casey is great as well always quick to respond. They've just be fantastic through this whole process and still helpful even after. I would definitely give them a chance if you're considering doing something of this nature they will only going forward if it will truly benefit you.
Asset Security delivers reliable guidance on structured settlements with solid professionalism and clarity
This company helped me buy my first home! I am forever grateful for what they have done for me. Throughout the entire time working with them, I was not asked for a single penny. They told me everything was fully complementary and stuck to their word. My family and I were able to settle down in our first home with the help of Joseph. If you are looking to plan out your future, these are the guys to call.
I was getting harassed by many third-party companies, they would call upwards of 15 times a day. Asset Security Consulting was able to stop them for me, completely free of charge! This company really cares for their clients, and they put their hearts into the work they do.
Very good company and trusting and helped with everything that I needed
Big thank you to this team. Yousif and his team were amazing. Highly recommended!
Not a place I would recommend for settlement options or general asset consulting. High premium charged for services rendered in comparison to other companies in the industry. Avoid interactions with this company!
Sent me a SPAM text at 8:28 on a Monday night attempting to bilk me out of money. Shameful.
Professional and respectful company to work with
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.