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Cash Keeper Financial

Cash Keeper Financial

Reviews Summary

Overwhelmingly positive, with most reviews praising Cash Keeper Financial's professionalism, personalized service, and effective financial solutions. Users highlight debt reduction, user-friendly tools, and exceptional customer support. A few negative mentions cite aggressive calls and skepticism about partnerships. The consensus emphasizes trust, transparency, and life-changing financial management.

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

1931 Newport Blvd Suite C

Costa Mesa, California 92627

Visit Website Call Now Get Directions

Hours

Sunday Closed
Monday 7AM-5PM
Tuesday 7AM-5PM
Wednesday 7AM-5PM
Thursday 7AM-5PM
Friday 7AM-5PM
Saturday Closed

Customer Reviews

The main points that make Cash Keeper Financial engaging are professionalism and honesty, the company really cares about their clients. They used to become difficult for me and they helped me understand ways to make better decisions. Highly recommend!

I've worked with a few financial services over the years, but Cash Keepers really stands out. Professional, clear, and genuinely helpful throughout the entire process.

Cash Keeper Financial makes managing money simple and stress-free. Their services are truly a game changer.

So thankful for their patience and expertise. No jargon, no pressure?just great advice that works. They helped me set up realistic goals and stick to them.

I love how user-friendly the app is. Even if you're not great with numbers, it makes tracking your spending really easy.

Cash Keeper Financial has exceeded my expectations! Their personalized approach and expert guidance have made managing my finances simple and effective. The team is always supportive and goes above and beyond to ensure I'm on track with my goals. I'm extremely satisfied and highly recommend?their?services!

Loan process was really fast and simple. Approval was really fast. My application was submitted online.

Professional and knowledgeable team. You feel confident knowing your finances are in good hands.

Cash keeper financial knows exactly what their clients needs are. Best among all.

Thanks to Cash Keeper, I'm finally building savings and feeling secure about my future.

Reliable, trustworthy, and truly helpful. Everything you want in a financial partner.

They helped me manage my finances in a way that allows me to comfortably live within my means each month, while also accelerating my debt payoff. Their support has been invaluable, and I can finally breathe a sigh of relief knowing that I'm in control of my finances. Highly recommended!

Using Cash Keeper Finance has been a game-changer for me. Their user-friendly platform and personalized advice have helped me stay on track with my financial goals.

Was forwarded to this company by the DRA everything appears so Schwarmy. The DRA that forwarded me lied saying they are partners with the 3 major credit bureaus and they forwarded my info. When I got to Cash keeper they tried to assure me that they only take leads form DRA. Be careful. I can't say that this is not legit but be careful.

They don't just give you a plan?they empower you to stick to it and thrive.

They took my financial worries and turned them into a manageable plan. Their team was professional, compassionate, and really understood my financial situation. Thanks to their services, I was able to reduce my debt, with affordable monthly payments. I can finally see the light at the end of the tunnel. I can't express how grateful I am for their support.

Cash Keeper has truly transformed the way I handle my finances. With its budgeting tools and expense tracking, I feel more in control of my money than ever before.

Their advice helped me save more money every month.

I've been with Cash Keeper Finance for years now, and they continue to impress me with their innovative solutions and exceptional customer service. Trustworthy and reliable.

Kudos to Cash Keeper Finance for their transparency and dedication to helping clients achieve financial success.

I highly recommend Cash Keeper Finance for their professionalism and expertise in financial management.

Stop calling from different numbers EVERYDAY!!!!!

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.