CAA Financial

CAA Financial

Reviews Summary

Customers consistently praise the excellent service, highlighting knowledgeable, friendly, and efficient agents who provide clear explanations and save them money. Many appreciate the responsiveness and professionalism, with specific mentions of seamless transitions, cost savings, and tailored insurance solutions. The team is commended for going above and beyond, making the process easy and stress-free. High recommendations are common, with strong satisfaction across home, auto, and business insurance needs.

About This Listing

Accounting
Payroll
Tax Preparation
Tax Planning
Financial Advisory
Small Businesses
Mid-size Businesses
Individual Taxpayers
Non-profits
Real Estate
Professional Services
QuickBooks
State-Specific Experience
Multi-state Experience
CPA License

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

Accounting
Payroll
Tax Preparation
Tax Planning
Financial Advisory
Small Businesses
Mid-size Businesses
Individual Taxpayers
Non-profits
Real Estate
Professional Services
QuickBooks
State-Specific Experience
Multi-state Experience
CPA License

Contact Information

Address

3033 S Parker Rd #750

Aurora, Colorado 80014

Hours

Sunday Closed
Monday 9AM-5PM
Tuesday 9AM-5PM
Wednesday 9AM-5PM
Thursday 9AM-5PM
Friday 9AM-5PM
Saturday Closed

Customer Reviews

Tun is such great person to reach out. Everytime I call he quickly answers the phone and every time I ask for help, he is indeed always there to help me. He makes sure to send a reminder to me whenever my insurance expires so I wanted to say great job on that.

Cindy has been very helpful for my insurance needs, I definitely recommend using this company.

Htun Lin Aung is very helpful and kind. I love working with him!

Cindy was incredibly helpful and thorough in assisting me with my home and car insurance. She explained everything clearly and was always responsive. Thanks to her detailed work, I was able to save a lot on my insurance costs.

Tun was able to help me find the best rates and worked hard to make sure I understood everything despite the language barrier. He made sure all my needs were met and I highly recommend CAA Financial!

Tun has been my insurance agent for years. He is always ready to help and does his best to resolve any issues. He also speaks Burmese! It is nice to get support from someone that can communicate in my native language. Thank you Tun for all your help and support!

Cindy is the best Insurance rep I ever had with amazing service and knowledge. She is always available when I need a help. She saved us a lot of money by finding best rate, plan , and options that is suitable for my family. Thank you so much for being our insurance agent.

Cindy Kim is so great in helping us figure our needs for business insurance and workers compensation for our business. She?s fast, effective, and timely with quotes and request! I highly recommend using her for your insurance needs to simplify!

With the aid of Cindy, I was able to save money and make the transition of home and auto insurance seamless. Not only did she provide great customer service, but was also very efficient and helpful. Probably the best insurance representative I have dealt with.

I am delighted to share my outstanding experience with Patrick Choi and CAA Financial. Cindy Kim and other members of his team have provided me with unparalleled support and exceptional service. As a loyal customer for over four years, I can confidently attest that their dedication to finding the best insurance solutions has exceeded all my expectations.

I appreciate the hard work Kisha Bulatao dedicates to making sure I have the best coverage available when it come time for the policy renewal time.

We appreciate so much CAA Financial. Since we bought our first property in CO our lender referred us to them for our property insurance. Is been a pleasure. They look at your policy needs and most importantly let you know of options that will cover those needs.

We have home and auto insurances through CAA Financial Agency. It is very easy to communicate with their agents when you need them which is very rare nowadays . Their agents are well trained, very knowledgeable, friendly, efficient and professional. Highly recommended!

Cindy is best insurance agency assistant i have never met. She is nice and sweet awesome!!!! From now on, i am not going anywhere.

I was referred to Patrick by my daughter. She had been with CAA for quite some time and really liked there service. I needed to get a Lessors Risk insurance policy for the building that I own. He responded to my request for a quote for my business the same day. He saved me some money and was very easy to work with.

CAA Financial does an excellent job with all types of insurance needs. As a small business owner, I?ve used CAA Financial for workers compensation and business insurance for the past couple years, and they?ve always been able to find me the best quotes. Their customer service is exceptional and always responsive. I highly recommend this company!

Amazing!, very fast and easy and quite friendly. Say, my agent, and she was so welcoming both via the phone and in real life. I would definitely be working with them again and would 100% recommend their services to people.

Cindy, our advisor is always so helpful. Sometimes things can be so confusing but she is always so gracious and willing to help. We are so thankful for her and appreciate all her time, help and guidance!

CAA Financial has been tremendously helpful in providing my small business with efficient and cost effective accounting and bookkeeping services, as well as insuring my business. They?ve helped facilitate growth with less of a headache. Highly recommend!

Best experience! Cindy is outstanding and consistently goes above and beyond to ensure my insurance is up to date. As always thank you for you help!!!

When I first started shopping for life insurance I had no idea what I was doing. I called a few places and was blown away by how much time Patrick spent with me explaining the ins and outs of term and whole life insurance. He even gave me tips on how to prepare for my medical exam. After it was all said and done, I got a great rate on my whole life policy and can rest easier knowing that my family is covered in case of the worst. Thanks Patrick!!

They are very easy to work with and they offer greate rates from more than one company. I would recommend Jessa as she is very knowledgeable about what she does. She previously assisted me and saved me a trip to the dmv by taking care of the paperwork for me.

Patrick and his staff are Very friendly and helpful, they helped me lower the cost of my car insurance, they are always in the look for a good deals for their customers, they keep in touch with their customers and find them good deals to lower the cost of their insurances, Trusted business , good and helpful staff.

Tun at CAA has always provided prompt and excellent support for our auto insurance plans. Highly recommend CAA for your insurance needs.

Ms.Cindy Kim is insurance agent who is working very hard to find best insurance Company to fits and saving money through sophisticated minds,.. She is very good insurance agent .

CAA Financial had been served me 100% satisfied, anytime I have question Kisha response me right away. I love to work with CAA Financial. Thanks

Cindy is awesome. you need this company for your insurance. highly recommend !!

I contacted many insurance companies, and Angela was the most helpful in answering my questions and gave me the lowest quote for my car and home. I recommend using Angela!

I feel so confident in my business thanks to this amazing team working so efficiently for us! I highly recommend!

Candy is so helpful and professional

She is very kind and always do her best to explain all my questions.

Amazing service!Nothing compared to the rest! I would highly recommend.

Kisha igoes above and beyond and readily proactively help with any issues.Thank you Kisha for all your help

Thank you for your kindness and service..... I'll recommend to my friends about your company.

Really nice and prompt service. Of course, best offer!!!

Mae Patano, she is a great insurance agent.

CAA Financial allowed me to forget about the complexity of my taxes and insurance, so that I could focus on building my business

Excelled customer service.

Tum was very helpful for customer and very good service

I liked the processing of my claims. Thanks for the help!

you guy make my life easier...thanks

Good experience company

Excellent customer service.

Awesome ! CAA with caring

Good customer service ??

happi with my insurance

I had a great experience with CAA Financial US! Their team is very knowledgeable, professional, and friendly. They took the time to answer all my questions and helped me find the best insurance policy that fits my needs and budget. I really appreciated how easy it was to schedule an appointment and speak directly with an expert. Highly recommend their service to anyone looking for reliable and honest financial advice!

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(Translated by Google) Thank you so much for explaining and helping me so kindly. (Original) ??? ???? ?? ? ??? ????? ?????

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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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