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Clearview Wealth Management, LLC

Clearview Wealth Management, LLC

Reviews Summary

Clients consistently praise Clearview Wealth Management for exceptional, personalized service spanning decades. Advisors are described as highly knowledgeable, trustworthy, and responsive—often going beyond typical hours to provide thorough guidance. Reviews highlight tailored financial planning, retirement strategies, and market expertise that adapt to individual needs. Many emphasize long-term satisfaction, with some clients staying 20+ years due to the team's integrity, accessibility, and holistic approach (covering investments, taxes, and insurance). The firm earns repeated recommendations for making clients feel valued like family while delivering strong results.

About This Listing

Tax Planning
Financial Advisory
High-net-worth Individuals
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

Tax Planning
Financial Advisory
High-net-worth Individuals
Individual Taxpayers

Contact Information

Address

4 Venture suite 120

Irvine, California 92618

Visit Website Call Now Get Directions

Hours

Sunday Closed
Monday 9AM-5PM
Tuesday 9AM-5PM
Wednesday 9AM-5PM
Thursday 9AM-5PM
Friday 9AM-4PM
Saturday Closed

Customer Reviews

I used to work with one of the large Brokerage firms for my investment management. I did not get the support or attention that I needed. It seemed that if you did not bring many millions of dollars to the table you were not a priority for them. I was very pleased to switch over to Clearview. The team took the time to understand me, my family and our objectives in planning for retirement and getting a good return on my investments. It was quite a relief to understand that we could live well in retirem

Where do we start....we have known Clearview and used their professional services for decades. All of the employees are outstanding, caring and provide A-1 customer service. Eric is our advisor and he treats us like we are part of the family. Eric truly listens to your needs and will guide you in the right direction. Eric has a great deal of Honesty, Integrity and knowledge. They say it takes a village to get things done successfully, we can honestly say Eric and Clearview is a huge part of our village!

My family and I have been clients of Clearview for over 10 years. Not only are they smart, they are accessible, professional and approachable. I probably should not advertise this, but it is evident to me that these professionals read emails after hours, even on weekends. Their responses are SO prompt, thorough and helpful. I feel like I can approach them with anything financial related, even if it's outside their normal purview. They always help!

Clearview is incredible to work with. They communicate effectively, provide excellent guidance and advice and make you feel like a true partner with them. It's more than money management, it includes tax strategies, insurance guidance, and much more. We are elated to have this team on our side.

We have been clients of Clearview Wealth Management and Mark and Nick for over 20 years and have always been very satisfied with the service and financial services they provide. I've referred several friends and family members, and they have also reported that they're pleased with all aspects of working with Mark, Nick, and Eric. The professional manner and personal relationships we've enjoyed would be hard to match anywhere else. My investments and financial planning relationship will stay with CWM foreve

We have worked with Eric for nearly 10 years, and the experience has been outstanding. He is always available to answer our questions, providing clear and thoughtful guidance. His expertise has given us confidence that our investments are well-managed and aligned with our retirement goals. We highly recommend Eric to anyone seeking a knowledgeable and reliable financial advisor.

I highly recommend Clearview Wealth Management for financial advice and wealth management. I have been a client for over 25 years and they have guided me and my business through many ups and downs of the economy and market. They really get to know your situation and goals and deliver an individualized plan to achieve them. Not a "one size fits all" approach. Looking back, using them is one of the best financial decisions I have made!

I have been with these advisors for almost 20 years. Their discipline, expertise, trustworthiness and always putting my interests first in helping me make decisions have never failed to deliver.They have not only shepherded my finances through downturns, they ensured that I understood the market dynamics and the implications for my personal situation.

Been with Clearview for years and they never disappoint! The investment counselors are friendly and knowledgeable.

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.