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Class Advisors

Class Advisors

Reviews Summary

The overwhelming consensus is extremely positive, with most reviewers praising the firm's expertise, professionalism, and exceptional service. Many highlight the team's deep tax knowledge, attention to detail, and ability to provide tailored solutions. Long-term clients express strong trust and satisfaction, frequently recommending the firm. The few negative experiences are rare outliers among numerous glowing reviews emphasizing stress-free experiences, proactive communication, and comprehensive tax strategies. Small business owners particularly value the clear guidance and efficient service.

About This Listing

Business Consulting
Financial Statements
CFO Services
Tax Preparation
Financial Advisory
Estate and Trust Tax
Small Businesses
Mid-size Businesses
Individual Taxpayers

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
Financial Statements
CFO Services
Tax Preparation
Financial Advisory
Estate and Trust Tax
Small Businesses
Mid-size Businesses
Individual Taxpayers

Contact Information

Address

2555 Camino del Rio S #201

San Diego, California 92108

Visit Website Call Now Get Directions

Hours

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

Customer Reviews

Excellent CPA and accounting firm! As a small business owner, proactive communication and proper tax strategies are essential to success, and Chris and his team do an excellent job.

I recently had the pleasure of working with Chris and his team, including Josh, at their CPA firm, and I cannot speak highly enough of the exceptional service they provided. From start to finish, their professionalism, expertise, and dedication were evident, making my experience truly outstanding. Chris and his team demonstrated a deep understanding of the complexities of accounting and taxation, providing invaluable insights and guidance tailored to my business needs. Their attention to detail and proacti

Class Advisors is by far the best people, People you can trust to get the Taxes done right. I have been using them for 10 years and I am very happy with my results. Thanks to the staff at CA I am very happy and would recommend them to anyone I meet. Fist Class operation.

Thank you Chris and everyone at Class advisors! Taking care of all my past and current tax issues was a handful and recognizing details that needed to be corrected that I had mistakenly missed over the past few years! Your service is professional, kind, understanding, fast and efficient. I will most definitely be a returning customer. Trusting my tax needs in your hands was a huge stress relief. Thanks so much again to you and everyone at Class Advisors!

These guys look at your tax planning with a comprehensive approach. Good team and great service. They can handle everything from bookkeeping services to individual tax planning. Highly recommend them as it's like having your own personal CFO. The experience coming to their office is top notch.

Hands down for Ethan Barkett, CPA not only does he care so much about his clients, he's always trying his best to help in every way he can. We are grateful for having him as our CPA for both our company and our personal taxes. Over the years we have really been blessed! Thank you Ethan

As a new sole proprietor, I needed HELP. Ethan at Class Advisors really took the time to explain everything to me that I needed to consider as a small business owner to maximize my fed and state tax situations. When it came to tax time, I was able to have everything organized and the office was super speedy at getting everything filed on time. AND I GOT A REFUND !! Thanks Class Advisors !

Chris and his team are the best CPA firm I have experienced and I will always recommend and continue to trust and use.

They've been doing my taxes for years. Chris is an expert at what he does. Everyone I send to him is always comes back with a big thank you!

I had a poor experience with this firm.

Class advisors is a very professional organization they had me in and out and no worrying... They are truly a classy place..

I highly recommend Class Advisors. I have had nothing but positive experiences with them the past 2 years.

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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