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CA Finance Group

CA Finance Group

Reviews Summary

Customers consistently praise the service for its exceptional professionalism, deep expertise, and seamless process. Many highlight the team's responsiveness, clear communication, and ability to simplify complex transactions, especially for first-time buyers. The personalized attention, dedication to finding the best solutions, and stress-free experience are frequently mentioned. Clients highly recommend the service for real estate and loan needs, emphasizing trust, efficiency, and outstanding results.

About This Listing

Business Consulting
Tax Preparation
Tax Planning
IRS Representation
Financial Advisory
Real Estate

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 Preparation
Tax Planning
IRS Representation
Financial Advisory
Real Estate

Contact Information

Address

210 N Glenoaks Blvd Suite B

Burbank, California 91502

Visit Website Call Now Get Directions

Hours

Sunday Closed
Monday 9AM-6PM
Tuesday 9AM-6PM
Wednesday 9:30AM-6PM
Thursday 9AM-6PM
Friday 9AM-6PM
Saturday Closed

Customer Reviews

Buying a home can be so stressful and complicated, but not when you're working with Vahe! After purchasing our first home with his help, we're so thankful at how simple and smooth he made the whole process out to be! From point A of picking out the property to point Z of getting the loan approved and closing the deal, he patiently walked us through it all. Definitely recommend as the go-to realtor for everyone!

I have purchased and sold many properties (example attached) through CA Finance Group. Totally satisfied with their level of knowledge and years of experience behind it. I would definitely recommend them as your A-Z deal maker on any real estate deals.

It was truly pleasure working with Vahe. He always has the client?s interest at heart and without any stress or pressure. We would totally recommend Vahe to anyone who has any real estate or loan needs. Thank you

We recently had the pleasure of working with Vahe during our home-buying journey, and I can't recommend him highly enough. His dedication and knowledge truly set him apart. From start to finish, he demonstrated professionalism, expertise, and unwavering support. Vahe was not just focused on closing a deal; he genuinely wanted to help us find the right home that suited us. Throughout the process, Vahe was incredible responsive, always available to answer our questions, no matter how trivial they seemed. He

As a first time home buyer, I was not prepared for how complicated, stressful, & multi faceted the process was! After initially having a different Lender Broker, I had to switch gears last minute & was at risk of loosing the house I've always dreamt of. Luckily I found Vahe & I couldn't be more grateful for his professionalism, communication skills, & his ability to make this happen for me in a very short time frame. Thank you, Vahe for helping me make my dream a reality!!! Your perseverance, & genuine comp

Working with Vahe was a pleasure. He was honest, communicative and always took time to answer any questions. He made the process very easy and we even closed a few days early! I highly recommend CA Finance group.

VAHE was remarkably helpful buying the house. He worked well beyond what one could expect. He is the most professional, capable, knowledgeable person we have ever worked with. As first time homebuyers it was very important to have someone who was resourceful, friendly, communicative and trustable. We could not have been more pleased with VAHE and his expertise on our first amazing home in WestLake Village. I would extremely recommend Vahe when looking for your new home. He is the best. Thank you VAHE.

Vahe is awesome. He took care of everything relating to our pre-approval and mortgage w/ no hassle, even my real estate agents commented on how much they loved working w/ him. He really worked w/ us to ensure us we got the best rate and loan. Highly recommend him.

My experience with CA Finance Group's mortgage agent was exceptional. They helped me secure the best mortgage deal for my properties, making sure I got the most favorable terms and rates. Their expertise and attention to detail were evident throughout the entire process. They were always available to answer my questions and guide me through every step. I'm extremely grateful for their support and would highly recommend their services to anyone seeking a mortgage.

Vahe and his team went beyond and above to insure the best loan products for us. In this every changing market we were not sure where to start and finish, he made the whole process seamless and gave us the best payment option. I highly recommend him. Very knowledgeable and experienced in his field.

I highly recommend CA Finance group for all of your home transaction needs. I've used them for four different transactions and was extremely happy with their service. Vahe is great! He's knowledgeable, efficient and is always available to answer any questions you may have.

We loveeed ??working with Vahe, he and his team are amazing. We are young family with 3 little kids, and he made our wish come true . We are truly appreciate Vahe.

Mr. Vahe was extremely generous. He set aside an hour of his time to get to know my financial situation, explained multiple things in detail and answered my questions clearly and honestly.

Very professional, very helpful and quick to respond, helpful as a first time home buyer, and also had great knowledge of the market place.

We highly recommend the CA Finance group , Vahe and his team are the best, 2 years ago he helped us to buy our home and it was so easy to work with them, thank you again dear Vahe.

I was completely impressed with Vahe Patatanyans professionalism and customer service . I highly recommend his work and his service.

He is a good helper that helped me alot .I can tell I found a lot of experience when my friend introduced me to him

Great service by an extremely knowledgeable loan agent! Thank you Vahe!

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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