Boostify Financial Solutions

Boostify Financial Solutions

Reviews Summary

Customers consistently praise the service for its professionalism, patience, and clarity in explaining debt solutions. Many highlight the relief and confidence gained, appreciating the empathetic, knowledgeable, and supportive approach. The process is described as thorough, stress-free, and transformative, with exceptional customer service making complex financial steps manageable. Reviews emphasize feeling understood, comfortable, and optimistic about achieving financial freedom.

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

18004 Sky Park Cir #200A

Irvine, California 92614

Hours

Sunday Closed
Monday 6AM-7PM
Tuesday 6AM-7PM
Wednesday 6AM-7PM
Thursday 6AM-7PM
Friday 6AM-7PM
Saturday 10AM-2PM

Customer Reviews

I'm beyond relieved and i may actually be happy for the first time in over two years. I didn't believe i can be happy again. why did i take so long to do this. Colin of Consolifi is my new favorite human. he's got the nicest voice too, bob ross is alive and well in colin. I wish he was lalaland living

My representative, Daniel Almance, was very professional and helpful. He guided me through the debt consolidation process. He was very knowledgeable and answered all of my questions. He provided amazing customer service.

I was needing some help in paying off a few accounts, and got a call from Allison Taylor, who was able go through the process of absolving them step - by- step ; walking me through each one. What seemed like a daunting task, was made easier and simplified with her guiding me on the phone. Allison was fantastic, and truly appreciated.

I had a wonderful experience the other day talking with Ross Newman, he helped me through the process of setting up the program to get my life back on track and I couldn't have asked for a better person to help me through it . He was very understanding and very compassionate and helpful. He answered all my questions and made me feel confident that I knew exactly what I was signing up for. He helped me so much. He made my experience great during this tough time and made me feel comfortable with my decision.

Dylan S was amazing to work with. He was very patient and understanding to my specific situation. He was willing to make sure all of my questions were answered and to make sure he was able to have the program set up so I would be successful. I am looking forward to the upcoming success.

Mr. Ross Newman was huge help and with great patience explained all the benefits I would have by joining this great program. Thought I was very skeptical at first, Mr. Ross Newman made me feel at ease and comfortable by explaining in great detail how everything would exactly work, I was never rushed, pushed or forced into something I didn't want. Thanks to Mr. Ross Newman I can see the light at the end of the tunnel and I can breathe at ease once again. Thank you Mr. Ross Newman, your face should be on the

Lydia was extremely trustworthy and thorough. She guided me through the whole process. I wanted to give her a 10 out of 5, she is the absolute best. I love her professionalism and attention to detail.

Patrick McGonigle helped me navigate the process of debt consolidation.He was knowledgeable and very patient throughout.Patrick was hands on, keeping me on track.He put a human touch to the process, not all business. That made me comfortable. Would recommend this company to family and friends. Good job Patrick!

Received excellent service from Dylan Sheffield. He was very professional and polite during the account setup. Dylan explained each step of the application process and it made it easy for me to understand.

I had been skeptical on applying for anything I get from a text. I called and spoke with Gabriel and he put me at ease. He helped me understand my situation. If you're looking for honesty and sincerity call them. I am super happy with my experience.

Anthony Tucci was extremely professional but very personable. We talked about a lot and he's a solid guy. Gave me all the info I needed and more. I genuinely feel he wants to help people and make anyone feel comfortable about the first step to being debt free.

Its not often I get to work with people that are genuine and I have to say working with Allison has been a breath if fresh air! I'm recommending her to my other friends and my family that need this service. She's prompt, professional and walked me through the whole thing which would have me giving up at some point.

I have a great relationship with Ross Newman he's been a great help through this process and. It feels like I have met a new old friend. Thank you for your help. Boostify Financial Solutions is a good company so far.

I lost my job in December and needless to say I had to do a lot of robbing Peter to pay Paul.Patrick McGonigle set me up with a plan in time to get me back on track. more than anything though he was a great guy to deal with. I felt like we were buds after it was all over straight up and no BS seems like it's hard to find that nowadays when dealing with people I would recommend him and his company if you're struggling with your finances in anyway.God Bless

Neil was absolutely amazing!!! Was very upfront and extremely honest! Honesty is very hard to find nowadays. He didn't tell us what we wanted to hear. He told us the truth! I greatly appreciate that! Thank you Neil for you help and support moving forward to help improve our financial situation!!!

Ross was so professional and knowledgeable. I was skeptical at first but he quickly put my mind at ease. He was so genuine and kind. I am looking forward to working with you.

Matt Gibson provided outstanding assistance in helping our family get settled at Americor. His professionalism, attention to detail, and dedication to exceptional customer service made the entire process seamless and stress-free. We truly appreciate his support and couldn't be more pleased with the experience!

I worked with Matthew Gibson. He is very professional and answered all of my questions. In our day and age of having to except what ever customer service businesses throw out there. I was very impressed with Matthew?s professionalism. Well done!

Leonel Andaya Great customer service. First time I have been able to breathe and smile in a long time. Leonel was easy to talk to. Walked me through process. Thank you

Allison was amazing. She treated me with respect and kindness. She was so patient and guided me through the entire process. Thank you Allison. Glad to have you ny my side through this process.

I'm so thankful to Lydia Greene for guiding me to start my journey to financial freedom. I have been struggling since an accident that took 4 surgeries and 5 years to recover from. She was so kind and helpful and went out of her way to make sure I got the help I needed.

Ross Newman made the process of breaking down what I owe on my credit cards, worked to find me the best solution and offered advice to what was best. He has me feeling great about my financial future, I also love how personable he is. Making check ins and being open to any questions I have about things.

Colin is Very Professional and Personable with his approach to helping his clients. He was very honest and up front in how he could help me get a personalized plan for my unsecured debt which was a Huge Relief. I'm very glad I decided to take this step to becoming debt free and I highly recommend Colin!

So far my financial consultant, Leonel Andaya has been incredibly helpful and took the time to walk me through the whole process, as well as put me at ease when I started to feel nervous about it all. I trust that he will be there to help me moving forward and I am hopeful that my future will be brighter and debt free thanks to him and Boostify.

Allison Taylor is an amazing representation of Americor! Loved her authenticity and positive attitude without gas lighting. She's well informed and that speaks volumes for Americor and Allison as well.

So excited to get out of debt. Lydia Greene was so awesome to work with. She was so pleasant, patient, understanding & informative. She spent hours working with us. Answered ALL our questions & made sure we understood everything. Wonderful experience. She is great employee.

Working with Colin Goble has completely changed how I view my finances. He is incredibly knowledgeable and took the time to understand my goals. I feel much more confident about my financial future.

The decisions Nicky facilitates and counsels you through are not easy; as such, it is an incredibly difficult feat she is tasked with. I can say she does so with grace, transparency, and immense amounts of patience and kindness. I'm grateful she was on the other line when I made the decision to call. Consider anyone that is lucky enough to work with Nicky well-equipped, empowered, and coming out more capable than prior.

Troy Sweazie was very thorough and passionate about helping us with our situation. He made sure we understood the choices we were given. When we have a question he is always available to answer and guide us. Everyone we spoke with was very personable and helpful.

Allison was super helpful of walking me through the process. Patient, kind and informative. Thank you Allison for helping ease the stress of my debt. If you are looking to get out of debt and need help. Look no further

Great experience! Allison was wonderful, she walked me through the process and explained every detail along the way. I appreciate all the help!

I worked with Lydia Greene on my reverse mortgage. Lydia was so positive and professional while she explained the whole process to me. I appreciate all her patience and expertise. Lydia Greene is an excellent reverse mortgage agent to work with!

Stan Miao has been nothing but professional, understand and sensitive to my financial situation. He was transparent regarding costs, shed light on alternatives and helped me gain a better understanding of the path ahead. If you are on the fence about working with him or Boostify financial services, don't be. Go see him.

Wow, I so grateful that I was able to have a conversation with Allen today. He was extremely helpful and knowledgeable. He was able to answer all my question with kindness, patience, and professionalism. He made the entire experience enjoyable and I am relieved to have gotten in contact with Boostify.

Tanya has been an incredible resource, patiently answering all of my questions with clarity and expertise. Her calm confidence creates a reassuring environment, making me feel supported every step of the way. I truly appreciate your guidance, Tanya! And thank you, Boostify, for the outstanding support.

I spoke with Jon Korzen and the entire experience was great. He was very professional and answered all of my questions very informatively. He helped me out tremendously and I look forward to working with Jon more in the future.

Allen Cheng has been the best at taking care of me throughout the entire process. He is knowledgeable and doesn't judge me because of my debts. I will refer him to my friends.

Vincent was very patient, personable, understaing, excellent listening skills, provided excellent directions, excellent teacher and revealed detailed expertise how to help someone in my situation. Thank you so much Vincent! You are an amazing assest to your company and customer are blessed to have you provide service!

Nicky was professional, knowledgeable, and accomodating. The process was lengthy and detailed, however, Nicky was gracious and walked me through each step with patience and efficiency. I feel fortunate to have been assigned to her.

Lydia Greene has been phenomenal. She understood my unique circumstances, and was able to pair that with the organizations structure and intent. A true gem, if it wasn't for her, I wouldn't be on the this path, thanks Lydia.

Nicky is awesome! Seriously She is always there for me and makes me feel like I am the most important client for her. Thank you and God Bless!

I had the pleasure to walk through this experience with Belinda. She allowed me to ask those scary yet important questions. Recently experienced some hardships but now feel as though that has been lifted! Thank you!

Jessica was extremely professional and helpful! She answered all of my questions with ease and made me feel comfortable during the entire process! Such a pleasure!

I was so nervous and hesitant to call, as I have felt shame, embarrassment, and fear of judgement. I avoided this for way too long, but thanks to talking with Tara Erickson she made me feel normal, comfortable, and compassionately guided through a very stressful process with me, but she made it manageable and with thoughtfulness. I did not feel like just another customer that a bank or law firm was just taking my money. thanks again and looking forward to a swift road to recovery. much love

I've just started this process and Tara Ericksonhas been extremely knowledgeable and helpful to me at each step. She went through every detail with me and was available anytime for questions and assistance. I look forward to continue to work with Tara towards becoming debt free!

I was very nervous about trying to solve my credit card debit . I knew I couldn't do it my self . I called Boostifly Solutions and I spoke to Anthony Tucci Jr . Anthony made me feel comfortable and put my mind to rest . Anthony went through the entire process with me and was patient making sure I understood what he was telling me . When I completed all my paperwork, I felt a weight lifted from my shoulders and knew that I will be well taken care of and I will be debt free within a reasonable amount of time

I've attempted to get out of debt and fix my score for a while now I've even reached out to well established companies that are meant to help with that. However I had the pleasure of talking to Tara Erickson at Boostify financial solutions and the help she offered goes above and beyond my expectations, she was really kind and took her time to find the best way to help me. My payments are much lower now and the debt I was drowning in is now much more manageable and now I can see the light on the other end o

Ross Newman has been very helpful and professional in his work with Americor. I appreciate not only his honesty but also his professionalism in helping me. Thank you Ross for all you do.

Worked with Leonel today and am excited to get my financial freedom journey started. He was very patient with me and helped put my nerves to ease. Look forward to working with him!!!!

Ross was great! Very informative and took the time to explain the process in detail. He made me feel comfortable making an informed decision. Thanks, Ross!

Matt Gibson was the person I spoke with. He was not only thorough, he was patient and answered any questions I had so he was quite knowledgeable. I really appreciated him.

Leonel was very helpful and helped us figure away out of debit. Thank you so much. 5 stars

I had the pleasure of spending two hours with Anthony Tucci (jr) today, and while two hours sounds like too much, the time flew by! Why... because Anthony and I had great banter in between his helpful guidance, answering of my many questions, and insightful tips. In other words, you get a real human on the other end of the line (real personality and jokes, ppl!) making the two-hours feel like just having coffee with an old friend. Highly recommend.

Very happy with the process and communication with Ross Newman! He was very knowledgeable and helpful and made everything very easy. The openness and communication since our first meeting has been amazing and he is there to help me when needed. If the outcome is what it is promised I will absolutely be referring! Thank you!!

Spoke with Dylan and it was a great educational experience. I feel comfortable with his knowledge and am optimistic for my future financial wellbeing. Thank you for a great customer service experience, I felt heard and understood.

Amir Nabard has been a great help to me as I'm getting started down this path to get rid of my stingiest credit card problem. He has been very patient with me and answers any questions or concerns I have had with my best interests in mind. I'm looking forward to continuing to work with him into the future as I try to dig myself out of this little hole I'm in. I couldn't have asked for a better advisor.

Brandon Chargualaf was just the guy I needed to talk me through this. I was down on myself for having gotten into this situation, but he never once made me feel badly. He is quite encouraging, positive, and friendly each time we speak. He told me exactly what accounts would be tackled first and reassured me that I was doing the right thing by being proactive. I had been in contact with other reps at other companies, but he was the one who put me at ease and, because of him, I chose to work with his company

My financial consultant Nicky is awesome. My creditor are calling demanding payment or they will close my privilege to use the card. After I inform them that I am working with Americor and gave them their number. They polite said, I will call them, have a good day. I feel relieved. Thanks Americor.

Working with Anthony Tucci Jr was a pure pleasure, he took the time to listen to my situation and thoroughly explained how the program works and the benefits there of

Ross Ted incredibly thorough and patient job explaining to me all my options. I did not end up going ahead with the loan, but I felt he went above and beyond the call of duty helping me process My course of action, I would highly recommend him

I was very skeptical about the whole thing, but working with Anthony Tucci Jr. He walked me through the process, and made me feel at ease about the whole thing. I'm excited to be on this journey of debt freedom.

My very kind Leonel was so amazing and informative about my choices to fix my future! I'm so grateful to him and Boostify!!!

Omar was absolutely amazing and a pleasure to work with. He made me feel comfortable in this financial craziness I am in and helped me find a solution and eventually get me debt free! I recommend him to anyone that needs financial help.

I wanted to commend on your ability to hire such friendly and professional people!! I had the pleasure of working with Brandon C and he walked me through every step without shaming or blaming me for my poor choices of getting into high debt! What an awesome asset Brandon is to your company!! I will definitely refer my friends and colleagues if they ever need your services!

Gabriel was very informative on loans and interest. He was patient and answered all my questions. Very easy to work with.

Vincent was very helpful in explaining the process. He is personable, and made me feel comfortable throughout this process.

My consultant, Lydia Greene, is a consummate professional. She handle my case with care, detail precision and was forthcoming and open about every step in the process. As a result, I would highly recommend this debt management service to others. Hurry up and sign up fast to become debt free.

Leonel was completely amazing and made me feel safe and comfortable with all that this wonderful company does to make life better for everyone.

Dylan Sheffield was fantastic . Very knowledgable and pleasant . Looking forward to work with him.

It was a great experience and a very helpful and understanding person all the way through this!!! Thank you Lydia!!

Good way to understand and payoff your debt. Excellent customer service, Chance Tillery was very helpful and accessible. Thank You

Leonel Andaya was the most help I've had in talking with someone. He may have saved my life!

The experience of having some one select you for a program that's well worth it is greatly appreciated...thnk for all that you've done to help. Lifes easier today than it was yesterday.

Gabriel is great he was very helpful. He was patient and knowledgeable. I highly recommend.

Ross Newman was very helpful and professional with directing me through the process of setting myself up for debt free lifestyle.

Ross Newman made this as easy and painless as possible and has a great personality. Was great to work with.

Leonel was amazing! So patient, so empathetic, sonunderstanding but modt of all so professional! Explaining every aspect of the program!!!!!!!!!

Leonell was excellent at describing and helping me to understand how the process works. Thank you!

Tera Erickson is a warm and empathetic soul. Saved my family from bankruptcy. Thank you for consolidating my debt

Lydia Greene was a delight to work with regarding the company's procedures and answering my questions. She has excellent communication skills. And, I never felt rushed or pushed into a decision.

I don't know how this company got my number but they texted me at 7pm with the below - Hi Audra, this is Alexis from BFS. I'm following up on your request for low-interest personal funding to assist with your finances. Txt END to opt out if you are no longer interested. Otherwise, can I call you now to review next steps? Not interested right now? Reply 'Not Interested'. I responded with ?End? as directed to opt out. They texted me again at 10:35pm with - Audra, just checking in to see if you received my

Excellent experience. Allen Cheng was knowledgeable, professional, and very, very helpful. I greatly appreciated his insights and patience.

Patrick was awesome! He was very thorough and made sure I was comfortable with the process.

Not enough Words to thank Amir Nabard for his guidance and exceptional work explaining the process. My experience with him has made me see light during this hardship and I'm truly great full!

Ross was extremely patient and helpful, went above and beyond to make sure that he answered any of my questions

Great experience talking with Neil Dumatol, he was very insightful with the available options, and explained everything in a very digestible manner. If you are able to talk to someone I would refer you to Neil!

Allison Taylor provided excellent customer service and provided all necessary information. Thanks again Allison.

The financial consultant I spoke with by the name Lydia was well informed of the program and explained everything in a way that was easy to understand. I will definitely recommend Boostify Financial. I look forward to my journey to financial freedom with Boostify.

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.

Skip to main Home Best CPA's Nearby Upgrade your plans English Avatar for Nico Bottema Welcome, Nico Bottema! Share Install the tag on your site to get access to all features, tools and the insights you need. It's fast and easy. Site ID: 6455700 Get started with the tag installation 1 Copy this code. 1 2 3 4 5 6 7 8 9 10 11 Copy code 2 Paste the code into the of every page where you want to track user behavior or collect feedback. 3 To make sure everything is ready, verify that your code was installed. Verify installation OTHER WAYS TO INSTALL Install with a team member’s help Install on a platform Install with a npm package Explore the demo Take a tour of the product with realistic data to explore. Explore demo site Common questions View all Course How do I install the tag? Collect session data for replays, heatmaps, and on-site surveys by installing a unique tag on your site. Ready to add it? Follow the instructions in this 15-minute course. Article How do I know if the tag is installed correctly? Article Will the tag slow down my site? Suggested for you Enable 2FA now Two-factor authentication (2FA) adds an additional layer of security to your account. Popular shortcuts title Feedback button Capture feedback in the wild by letting users share it at any point title Set up a Net Promoter Score® survey Measure long-term customer loyalty and happiness the tried-and-tested way. title Exit-intent survey Capture feedback before visitors leave and reduce your bounce rate Get started Interviews (new) Get real time feedback at critical times, thanks to easy, in-depth recruitment and analysis. Create project Finish your installation Surveys Feedback button Dashboard Invite team members Integrations