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CaseAdvance

CaseAdvance

Reviews Summary

Customers consistently praise the company for its exceptional service, professionalism, and speed. Many highlight the caring, knowledgeable, and efficient staff who go above and beyond to assist clients. The process is described as quick, transparent, and helpful, particularly for those in urgent financial need. Reviews emphasize trustworthiness, honesty, and a customer-centric approach, with strong recommendations for the service. Some note the costs but acknowledge the value when other options are exhausted. Overall, satisfaction is high, with repeated mentions of outstanding support during difficult times.

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

650 Town Center Dr #1830

Costa Mesa, California 92626

Visit Website Call Now Get Directions

Hours

Sunday Closed
Monday 9AM-5:30PM
Tuesday 9AM-5:30PM
Wednesday 9AM-5:30PM
Thursday 9AM-5:30PM
Friday 9AM-5:30PM
Saturday Closed

Customer Reviews

So far so good !! Barbie had been totally efficient and awesome!! This firm is extremely fortunate to have such a knowledgeable and helpful employee! Good workers are to come by so it's always nice to run into a company that knows what that means and how to keep them happy ! I would recommend this service to any one I know and even to perfect strangers !! Keep up the dedicated and customer service driven work ethic , there sure aren't too many people or company?s that operate this way!!

Barbie was wonderful, very kind and knowledgeable about her job. Having never been through a situation like this, I asked her a number of stupid questions, and she walked me through each one with patience. This process was completed within one day.

Everyone at Case Advance has been absolutely great. Brian,Barbie,and Jennifer not only provide great customer service they really seem to care about the client. I know for me they went above and beyond the call of duty. Thank you Case Advance for having such quality people as the face of your company. I would recommend Case Advance very highly. Thanks again for all your help.

Case Advance is the most professional,honest and reliable settlement advance company in Orange County. Barbie who handles the cases is super professional, quick to answer your questions and relentless in helping you obtain your advance.They have helped me on several occasions and they will help you too! Case Advance is a 10/10...Barbie is a 12/10 !!!!

I had such a good experience using caseadvance, the reason why is all because of the help of Barbie. I got into 2 bad accidents over the past year and fell behind on my rent. I wasn't able to pay my rent and needed money quickly. Barbie went ABOVE AND BEYOND to help me and she truly cared about me as a person and the trouble I was in (loosing my apartment). She was able to get an advancement from my car accident case so I was able to pay my rent. I came to pick up the check and she even walked all the way d

They are the best bye far. They are personable, friendly, extremely fast professional and shoot from the hip. They never led me on. They are the real deal. I've called other places and once I mentioned Case Advance you immediately see the respect their piers have for their business. If I ever have to use a quick fair loan ... There's no doubts... it's Case Advance

Magnolia & Barbie are the best! They are quick and always assure to make our client's happy!

My experience has been wonderful Barbara has truly been attentive to every detail in my needs and follow up on it every time not only no complaints but kudos to case advance

I wasn't sure about this kind of stuff but a case Advanced they made me feel unpressured give me all the information that I needed to make an informed decision it's a little costy but if all your other resources are exhausted then this is the way to go and I did compare to other pre-settlement advances and this one just happened to be the best I think Barbie was very friendly and very communative and I'm happy that they have came up with this resource for people that find themselves in this situation and it

Very helpful. Thank u. I very much appreciate how much Barbie went out of her way and that really helps. Thanks again.

Thank God for Brain & Barbie awesome people saved my life if they can help in your difficult time during the journey thru ur case they will in a heartbeat ??

All of the employees are amazing, kind and know what they're doing. I would recommend CaseAdvance to anyone who needs financial planning.

Great. Magnolia returned my phone call right away.

I find this site honest

Very pleasant experience and customer service.

What is the price to help me out a lot

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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