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Brent Herrera - Mutual of Omaha Advisor

Brent Herrera - Mutual of Omaha Advisor

Reviews Summary

Brent Herrera receives consistently outstanding reviews for his professionalism, expertise, and exceptional customer service. Clients praise his deep industry knowledge, quick responsiveness, and personalized approach to insurance solutions. Many highlight his patience, follow-through, and ability to handle complex cases with ease. His dedication to explaining policies clearly and making the process seamless earns strong recommendations across all reviews. Customers appreciate his trustworthiness, pleasant personality, and commitment to their needs, making him a top choice for life, long-term care, and disability insurance.

About This Listing

Tax Preparation
Tax Planning
Financial Advisory
Estate and Trust Tax
Small Businesses
High-net-worth Individuals
Individual Taxpayers
QuickBooks

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 Preparation
Tax Planning
Financial Advisory
Estate and Trust Tax
Small Businesses
High-net-worth Individuals
Individual Taxpayers
QuickBooks

Contact Information

Address

1390 Willow Pass Rd Suite 1040

Concord, California 94520

Visit Website Call Now Get Directions

Hours

Sunday Closed
Monday 8AM-7PM
Tuesday 8AM-7PM
Wednesday 8AM-7PM
Thursday 8AM-7PM
Friday 8AM-7PM
Saturday 10AM-2PM

Customer Reviews

Brent is always such a good listener when it comes to all of my lives challenges. He is always quick to respond and so good at following up with me. Thankful to have him!

Brent helped me secure a policy that was very difficult to establish. He kept constant contact with me. He was always available, knowledgeable and patient when dealing with this situation. He truly is one professional man in the business I fully trust, and I'd recommend to go to when applying for any life insurance. He is exceptional!!!

I have known Brent Herrera through a referral networking group for about a year and have heard the type of service he provides his clients. Even with that knowledge, my wife and I were absolutely blown away by Brent's service to our needs in getting us coverage for a Term Life insurance policy. This was a challenging case due to health issues in the family. From the initial request for documentation, to medical records requests, to underwriting, to final decision (approved!), the process began in October 20

What a great pleasure to find and work with Brent for our insurance needs. So professional, so knowledgable, so helpful, and just a pleasure to work with. I first chatted with Brent about our potential long term insurance needs over a year ago. We were so impressed that, once we made our decision to go forward over a year later, we tracked him down so that we could get the benefit of his expertise and service. Thanks so much Bent.

Brent has demonstrated an unparalleled level of professionalism and expertise. He took the time to thoroughly explain various policy options, ensuring I had a clear understanding of the coverage that best suited my needs. His personalized approach, coupled with a genuine concern for my well-being, made the process of securing life insurance both seamless and reassuring. I highly recommend Brent, he's awesome!!!

Brent has a deep understanding of life insurance industry. I always learn a new innovative benefit of investing in Insurance. Looking forward to working with Brent on my needs. I can recommend Brent for any life insurance needs.

Best Life Insurance Policy and IUL INSURANCE, my Agent Brent Herrera is the Best!!! I will recommend to friends and family!!!

Brent Herrera is a great professional when dealing with insurance, disability and long term care. He listens and follows through with what the solution is decided upon. I would not hesitate to recommend him.

Brent assisted me through my LTCi application, everything went smoothly and swiftly. He promptly reply to my email, usually within 90 minutes, and It took only 20 days from the day I sent him the first email to the day when the policy become effective (for comparison, it would took more than 2 month for my employer sponsored group LTC program to finalize a policy for me).

Brent was a pleasure to work with. He's very knowledgeable and helpful.

Brent Herrera is an excellent financial advisor. He answers immediately when I have question, he is always there when needed. He is very helpful and knowledgeable. Definitely recommended.

I strongly recommend Brent Herrera. He has pleasant personality . He helps Clints ,first . I am impressed that I find some one like him to trust on ins policy . Good luck .

Brent Herrera is professional and super responsive to my requests. Definitely recommend get your insurance

So happy to work with you Brent on my new insurance, thanks for making the process so simple and your professionalism, much appreciated!

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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