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4450 W Cerritos Ave
Los Alamitos, California 90720
I'm pleased to write a review for CLS Financial, specifically for Brad Fish. This is my second time working with Brad, and he makes the entire process from offer to escrow incredibly smooth and efficient. His exceptional communication skills and calm demeanor are comforting during the stressful experience of making offers and going through escrow. Brad's stellar reputation in the Long Beach community is well deserved. I highly recommend his services.
My wife and I just closed on our fist home and truly couldn't have done it without Brad Fish and his team. He is extremely professional and will do what is needed to best serve his client's needs. I couldn't recommend him more. We always felt that we were in good hands.
We came to Brad when had a bad experience with another lender, and it was a totally different experience. Him and his team were overly communicative, and as a first time home buyer, we had a TON of questions, which he was so quick and patient with us to answer. I cannot say enough about how great it was to work with Brad. If you're looking for a lender we highly recommend working with him and his team!
Wendee and Gaby were an absolute pleasure to work with! We could not have been in better hands throughout this process. Whenever I had questions Gaby always answered them right away and explained everything thoroughly. As first time buyers we felt that we were in good hands and that took a lot of pressure off of us. I would absolutely recommend CLS to friends and family and will definitely work with them again in the future!
Wendee, Gaby, and Rachel. The dream team I worked with to finance my first home. They hustled for me during the holidays and New Years and were in constant contact with me every step of the way. Best part is we were able to close BEFORE the 30 day escrow close! Strong and compassionate women. Will definitely work with them again. :)
Brad made my first purchase of a new condo a breeze! He was informative and helpful and walked me through the process. He answered my millions of questions and was available anytime I needed to talk. Not only that but he got mw a killer rate and was looking out for me financially every step of the way. I am really glad he's a part of my home buying team! Thank you Brad!
We recently financed our first mortgage with Tony Close and his team. The seller wanted a shorter than normal escrow period in order to close the deal. That meant that Tony and his team really had to push to get everything finished more quickly than the typical sale. I literally had to call Tony at 9pm on a few occasions to ensure I understood the documents I had to sign. If he didn't answer immediately, he called me right back and always was extremely helpful and patient in making me understand the pro
Wendee, Gaby and the team at CLS Financial were excellent. Their loan approval process went smoothly, and we closed in well under 30 days from the time of contract. They were very up front about their rates, the total cost to close, and gave me updates as interest rates changed as we honed in on a final rate. Very happy with CLS and would highly recommend!
My husband and I are so beyond grateful for all the work Tony and his team did for us. Tony took our late night phone calls, emails and walked us through every step of our loan/escrow process. Tony genuinely cares about his clients and I couldn't recommend a better person to walk you through buying a home. We were first time home buyers and are so thankful we had him in our corner during the entire process.
CLS is amazing, we've used them for our first house purchase in 2016, our refinance and our house purchase May 2020. They are the best! They know what they are doing and they get it done quickly! You always hear horror stories of the mortgage loan process but to be honest every time we've used them it's been low stress and smooth sailing, which is so important with our busy schedule! Wendee and her team were always available for questions whenever we had any. I wouldn't trust any other lender with our housi
Wendee was amazing! We needed to have a competitive offer to get our dream condo in Carroll Park, Long Beach and she helped make it happen. Wendee and Gaby were friendly and understood that we were first time buyers. They were literally available 24-7, and on weekends, and answered all of our questions. I highly recommend this extremely thorough team! They rushed our appraisal and got everything done so we closed in less than a month. Now we are moved in and I'm so grateful for their help!
Wendee and Gaby are absolutely amazing to work with. I started out with a different lender on my home buying journey who unfortunately was not communicative and eventually stopped responding all together. There are no words for how appreciative I am that I found CLS Financial (All thanks to Rachel Lillard who is also an amazing Relator if you're looking for one) because they treat you like family and do everything they can to make certain your needs and wants are met. They maintain communication by answerin
I first reached out to Tony at 7 pm. He was happy to take our unscheduled call and answer all my questions we had as a first time home buyer. On top of a great offer, Tony was professional, patient, acted fast and most importantly, NO SURPRISES. All fees were accounted for and from the very beginning, he provided clear expectations on what we could expect in terms of finances. Morning or night, quick questions or long conversations, Tony was there to walk us through and I would be happy to work with him and
Wendee, Gaby and the entire CLS financial team were amazing to work with. They made what could have been a stressful process very easy. From the very beginning they were on it, making sure we had everything we needed to secure our loan and close quickly. Each step of the way they we very communicative and quick to respond to each question that came up. I would definitely recommend them for any of your financial needs.
Brad and the team at CLS Financial made the financial part of buying our first home so easy and walked us through each step of the process. Brad was always available when we had any questions which was reassuring. I couldn't recommend them more!
We started looking for our first property in April but unfortunately with a wrong lender until we met Brad and his team which ended up being the best thing ever happened to us during the process. I think I would give him 6 star review because of his knowledge, dedication and professionalism. He made our dream come true and turned our previous bad experience into a great memory. I highly recommend Brad and CLS Team if you want to be sure that your in good and honest hands. Thank you Brad for making our Am
Tony Close was excellent at leading us through getting a loan for our first home. Always available for all of our questions and extremely on top of making sure everything moved forward smoothly! He locked in a great rate for us, especially in 2022's unpredictable financial climate. My wife and I are extremely grateful for all his and CLS's work.
Been using CLS Financial for over 10 years for a variety of residential loans - new and refinance. Wendee and Gaby take care of complexities in an extremely professional and efficient manner, not to mention great customer service. They handled some refinancing for me recently and I loved the new paperless portal they are using. Very efficient. Great service.
Wendee at CLS was amazing! We were trying to purchase a new home for the first time and were extremely nervous and hesitant. Wendee broke everything down and walked us through it step by step. She worked tirelessly behind the scenes to close our escrow as fast as possible. She got us the best rate while shopping around. Everything went smoothly and we were updated every step of the way. Wendee and the rest of her team were transparent, I would highly recommend anyone in the CLS team. We could not have done
CLS provides a top notch experience! My husband and I have worked with Wendee, Gaby and the entire CLS team several times over the years. Their attention to detail, thorough communication and stellar customer service put them above others in the industry. With CLS, you aren't just another transaction, you become part of the family. You will have a 5-star experience!
We used Tony and his team for a refi a couple years ago and that was really easy. We just bought a new home and used them again. Our buyers or our current home ALSO used CLS... the entire transaction was effortless. Highly recommend them for your financial needs!
Wendee and her team were all soo soo great with me during the first time buying process. Held my hand through the crazy market and allowed me to achieve my dreams of home ownership. I would recommend the CLS Team, to anyone looking to buy or refinance their home. Wendee and Gaby were always honest and delivered on every expectation I had. They are the best and my team forever.
The team over at CLS proving me with the most amazing service. First big compliment I can say is the communication of the entire team and me was amazing. I always knew what they needed from me and what the status of my loan was. They answered every question and they were very easy to get ahold of. They made my loan process quick, easy and at a great rate. Thank you so much Wendee, Gaby and the rest of the team.
CLS financial and their team have made the process of our house loan so easy. They are on top of everything. From emails, to text messages and phone calls, we closed on the date they said we would without any glitches. Thanks again to Tony Close and his great team. Taylor Vigil shout out to you as well. Thank you for making it so easy.
Wendy and Tony Close helped us close our loan on our first home... EARLY !!! We had so much confidence and ease in the process which we thought would be one of the most stressful moments of our lives. Every step of the way they had us feeling very knowledgeable of the process and extremely comfortable with all decisions we had to make. Could not have imagined anyone else getting us through the process as smooth as them. Both have incredible knowledge in what they do and are extremely genuine and amazing peo
The staff at CLS are awesome. Working with Wendee and Gaby made my family and my first home buy experience a lot easier than expected. Wendee and Gaby both explained everything and what to expect. They were very patient with us and when my family and I were getting frustrated they kept us claim. Wendee and Gaby, you ladies Rock!! Thank you very much for Everything we appreciate you both. The Johnson Family
Brad Fish took excellent care of our home purchase from start to finish. I would highly recommend utilizing CLS Financial when it comes to homeownership. Professional, caring and fantastic to work with!
Wendee and Gaby are an incredible and competent team. They were clear, consistent and set us up well with everything that we needed in order to close our loan on time. Using the App made the entire process seamless. They were a joy to work with and I would recommend this team to anyone who is in the market for financing. You won't regret it!
Brad made the Loan process easy. Only had to send documents once and in the manner that was easy for me. Great communication, keeping me updated. Painless from the start. Have recommended him to many looking to buy a home.
The team from CLS Financial are amazing! They made a scary and stressful process of refinancing our home into a painless and easy-to-understand experience. The ease of the on-line tools helped get things accomplished efficiently and I could complete the needed tasks right from work! The online videos made each step clear and lowered my anxiety levels. We also appreciated their willingness to answer our many questions with professionalism and patience. I highly recommend the team from CLS Financial!
5 stars definitely. Me and my husband work in the movie industry and with our jobs which is kinda freelancing even it goes thru payroll companies, it got tricky. We worked with 20-30 different companies per year. I was not a citizen back in 2018, so my situation was super tricky. I was asking for different quote from 4 different lenders and Tony beat it. I was highly satisfied with CLS. During the property buying/putting out an offer, Tony got all our paper ready to be sent out to the buyer's agent within m
My wife and I had an incredible experience with Tony and CLS Financial during the process of acquiring a loan for our first house. Tony helped us every step of the way and answered each and every little question we had. It is a scary process, but with Tony the fear was all but gone. Can't recommend them enough!!
My family is great full in having CLS Financial team be part of getting our dream home. My expectations was very high and I was always asking question, which CLS Financial team was always there day or night answering my questions and ensuring I was satisfied. Thank you for your support each step of the way from beginning to end. Especially Wendee Close, Tony Close, Gaby Meza and CLS Financial team!
Wendee and her team are every bit as good as their reviews, if not, better! Their service was friendly; the process was smooth, and the competency level was high. Also, CLS introduced me to the dynamic duo of agents: Andrea Bigler and Sheila Caron. Between the 3 of them, it made my nonstraight forward transaction a breeze. Sheila sold my old house, Andrea found my new one, and Wendee handled financing. What else can you ask for right? I wouldn't hesitate to recommend CLS team to anyone needing mor
Tony and his team were excellent and helped us get the best rate and close on our new house quickly. This was our second time working with Tony at CLS and we'd absolutely recommend.
This was my first time buying a home and using CLS has helped me ease through the process. When ever I had questions Wendee or Gaby were there to answer any questions. They listened to my needs and requests. Wendee provides educational videos about the process as well. The team worked hard keeping the rate low and getting it locked in. There was ease through the entire process.
My lender Brad and his team helped me buy my first home and they made the whole process so easy for me. They are dependable, knowledgeable and have excellent customer skills and Brad was available at all times to answer my numerous questions. Thank you CLS for making my dream of home ownership come true!
CLS is the best Lender there is. This was our 2nd time utilizing CLS services to purchase our second home. Wendy and Gaby made the process so easy and efficient. When my wife I saw the property we wanted to purchase on July 9th, we called Wendy and within a days our loan were processed right away and on August 13th we closed Escrow. Gaby, the CLC Loan Specialist and Wendy- Owner made everything stress-free. This company is professional and we were treated like family not just a number. I strongly recommend
Wendy Close and her team are amazing! We had been with another company trying to refinance our house for almost six months when I told my husband we should give Close Financial a shot at it. I had financed two properties in the past with them and had excellent service and results. We met with Wendy and her energized team and closed within ONE MONTH! They are so knowledgeable about their field that I would highly recommend them to anybody who wants a team who will work hard for you and get results! We are
Wendee, Gaby and the entire staff at CLS Financial are very professional, friendly and knowledgeable. They answered all my questions and made my property purchasing process smooth and stress-free! I would recommend them to everyone that is planning on purchasing a home.
Switching lenders in the middle of Escrow is never fun. But Tony was able to get everything done quick and efficiently. They were always there for me and made it a great experience. I'll always go through them for any of my lending needs. Thank you!
It was awesome working with CLS! For a first time home buyer, they made the lending process super easy! Special thanks to Brad and Lori for their patience, professionalism and transparency throughout the process. And their communication was on point! If you are looking for a lender, look no further! Thank me later ????
As small business owners, we went through a grueling loan process the last time we purchased a home. This time, we knew we wanted and needed a different experience, so we reached out to CLS Financial. They made the whole process as simple and seamless as possible, and for the most part, was very stress-free! Our realtors also really enjoyed working with the CLS team and had the utmost confidence in them that our loan would fund without issue, and it did. Buying a home can be so extremely stressful, but CLS
Wendee, Gaby, and the entire CLS Team are EXCELLENT! They helped me secure a loan for my first home five years ago. So naturally, when it came time to refinance, I contacted Wendee and her team. They immediately got to work and provided me with the information I needed to make an informed decision. They were always available either through text, phone call, or email and were quick to respond to any inquiries that I had. I never felt pressured or rushed into any decision and they ensured that I had the
We couldn't be happier with the service we received from CLS! Wendee, Gabby and the team were there for all my questions and to help guide me thru the whole process! I had not bought a house in the past 15 years so it was all new to me again! I want to highly recommend CLS for your mortgage!
Wendee and CLS were AWESOME. They are some of the greatest people to work with, they made sometimes a scary time feel so easy. They were always there to ease the pain and Gaby was very helpful through the process. Great Job Ladies and Thank You for all you do!!!!!
Tony and his team did a great job helping us get our loan across the finish line. They were always there when we had questions and were very patient with any concerns that popped up. Great communication and a great team!
It was a great experience! Tony and his team helped me all along the way fielding numerous questions technical hurdles on my end. Tony was very patient! I had never purchased a home by myself much less from a different state (I currently live in WA state).
Wendee, Gaby, and the crew at CLS are the definition of the DREAM TEAM. Having them on your side gives you a great sense of confidence going in to any deal. They are excellent communicators and transparent every step of the way. With their personal touch, CLS will be apart of all of my real estate transactions in the future. Thank you CLS for guiding us through our journey!!
Where do I even begin?! I had the pleasure of working with Tony, Wendee, Lori, Taylor and others on the CLS Financial Team. From the very start I was worried about qualifying for my first home as a primarily commissioned sales person and unsure of how the process worked. Tony helped me every step of the way, explained how it worked and we started the preapproval process. The system they use to collect the information necessary for pre-approval was easy to use and very efficient. I always understood where I
This was my second home loan with Tony and team and it was as seamless as the first one. Tony answered my initial questions on a Sunday, ran some numbers and I was ready to go the next day. It's quite refreshing knowing my loan was covered so I could spend my time finding the perfect house. Tony and Taylor were so patient during my home search, multiple offers, three escrows and finally the closing. They rooted for me while supporting me with calls, texts and emails to keep the process on track. In addition
Brad was awesome. We had about a 6 week window to get everything done and taken care of and Brad would respond to text, call or email day and night. Highly reccommend.
Tony and Taylor was great! They assisted us in our loan very quickly. Always on top of it. And helped us with options that was best suited for us! We have recommended them and definitely will continue to do so.
Cyndi worked with me during my mortgage purchasing journey and I would have to say I was very pleased with the entire service. She answered and explained every question I had, which there were many, and never once made me feel like I was an obligation. If I needed anything she was always on top of it with fast results. To summarize, Cyndi is the go to person for any lending needs: professional and proficient.
Brad Fish and his team at CLS Financial were a pleasure to work with. They were extremely professional and went out of their way to answer any questions or concerns I had. I would highly recommend them when looking for your new home!
My husband and I started working with Wendee and her team, probably in like May of this year. We were trying to buy our first home and really weren't sure of the process. We weren't in any rush and wanted to really love our first home. Wendee and Gaby broke everything down and explained everything to my husband and I so we felt comfortable. We actually closed on the home yesterday. We had a tiny fiasco with the Escrow people - to make a long story short, something didn't make sense to us. So we talked to We
Honestly, Brad was such a great help during our home sale. He was friendly, knowledgeable & responsive whenever we needed him. I would definitely recommend him to anyone looking for financial/home purchase/loan assistance.
Wendee?s team was a dream to work with. They were super responsive and knowledgeable. As a first time home buyer, I had a lot of questions and doubts and they guided me with a lot of care. I highly recommend them for first time or seasoned buyers!
Wendee and her CLS team impressed me from day one. From the moment I walked in their door I felt I made the right decision, as CLS fosters a professional and welcoming environment. They truly exemplify 5 star customer service, from the personalized welcome sign, friendly attitudes, knowledgeable staff, to the professional and detailed loan packet they put together for you. This packet has everything you need to know, including itemized closing costs estimates (and they like to be conservative with their
It was a pleasure working with Wendee and Gaby. They are professional, knowledgable and worked very hard to get us a great mortgage rate. I high recommend the CLS team.
Had an amazing experience with Tony and his team. Made the whole process easy. Answered all questions and explained everything right away. Helped me with getting my first buy! Highly recommend them! thank you all!
Came into contact with Tony and his amazing team thru my agent. Absolutely amazing service from every single one of them. Extremely quick with responding. I felt as the entire office worked for due to how fast they reached out to me and actually took the time to walk me thru the tremendous task of buying my first home which wouldn't be possible without Tony and his team. I went thru 2 other lenders before going to cls. It was the best decision I ever made. There the reason I own my home today. Thanks guys.
Wendee and Gaby really came through for us on our home loan refinance. Gaby went above and beyond for us making sure we got the best rate possible and Wendee was there for us to answer all our questions along the way! Thanks CLS Financial for making our refinance painless!
This was an awesome experience working with CLS Financial. Their very organized, keep you in the loop throughout the process, their website or mobile app gives you updates daily and the personal communication with the team was exceptional. Thanks for all you guys hard work and dedication. Top notch
We have been working with CLS for several years now. We continue to work with them because they have always taken care of us. Although they work with many, many, clients at one time, we are never made to feel like we aren't their most important client.
Wendee and the team at CLS Financial went above and beyond to make our very challenging loan a success. They were strategic, thought outside the box, and handled us with such care. We couldn't sing them higher praises. Thank you CLS Financial for making all of our dreams come true. We honestly thought it couldn't be done. We can never express enough gratitude to this incredible team!
WENDEE AND GABY ARE THR BEST!!! We would not own a home if it was not for them. We were on a serious time crunch and Wendee helped fast track every aspect that we had previously had trouble with. They even had a direct line of communication with the underwriter. Wendee and her assistant Gaby are a true treasure to have found. If you ever are going to buy a house, I would have them help you. They are honest, extremely hard working and will not quit on you. They worked on this day and night for us because we
Working with Wendee and her team was such a great experience. Let's face it, the whole homebuying process can be confusing. They were truly transparent and made sure we knew exactly what the the costs were. They gave us several options to compare which were not just numbers, but shown to us in a way that real people could understand and make a sound decision. Gaby was amazing and was great at communicating what was needed and explaining when we had questions. I would recommend them to anyone looking!
Where do I start.... CLS is one of a kind. They've been a lender on my first home and my refinance and I couldn't be more amazed at how quick, knowledgeable, supportive, and organized they are. They truly are amazing and I've referred them to my closest friends and family. World class service hands down!!!
Today we recieved the keys to our new home! We couldnt have done it without the help of Wendee and her team. They are amazing and walked us through every step of the way. Very informative and on top of everything! I would highly recommended them and would definitely be using them for any of our lender needs in the future!
CLS Financial Services is the go to lender when you want a loan with a low interest rate and the personal touches of a small company. The entire team here provides excellent customer service and makes the process of obtaining a loan almost entirely painless. I could not recommend them more.
Wendee Close and her team at CLS are the best in the business, and will make your dreams a reality. They are there for you every step of the way in the loan process and show that they truly care about you! I would recommend CLS to all my friends and family
I highly recommend getting in touch with the CLS Team to get prequalified for a new home purchase or for your refinance needs. The whole team is very helpful and extremely honest through a process that is very intimidating to most new buyers. Thank you for all you do!
Best experience especially as a first time home buyer!! Wendee and her team did everything to keep us updated at all times and making sure there were no fees that we were surprised of! 1000% recommend!
Wendy and her team were a pleasure to work with! She pays attention to detail and made my refinancing process a breeze! She landed me a GREAT rate and I just closed! Thanks again for everything!
My husband and I have used CLS Financial when purchasing and refinancing each of our homes over the years. Wendee and her team are truly amazing! You couldn't be in better hands. I highly recommend them!!
CLS handled two loans for us simultaneously. One was for an investment property and another for our home loan. They did an excellent job following up with us to let us know the status of both loans. CLS handled both transactions professionally and we couldn't have asked for better service!
Wendee Close and her team at CLS are the best I ever know ! Gabby helped me fully in the loan process to close the escrow on time . I am very happy and would recommend CLS to all my friends and family
Wended and Gaby were wonderful to work with. They were both highly professional, always available and able to make the refi work for us. Thank you CSL Financial.
Wendee Close and her team were so amazing when we wanted to refinance on our house. She gave our family great advice and provided expert guidance. We refer her to all our friends and family!!!!
We were introduced to Wendee through our realtor Andrea Bigler and oh my gosh, what a woman! Wendee and Gaby and their team were determined to get us into our house and stopped at absolutely nothing. We are pinching ourselves even now. I can't recommend her highly enough!!
We were looking to buy our dream home but many lender failed to get us a great deal until we find Wendee close and her staff they all did a great job, making it look easy and confortable nothing as stressful as previous lender. Thanks to CSL Financial Team especially Wendee and Gaby
Brad was amazing and made sure we locked in a rate before an increase! He answered all our questions and helped immensely through our first home purchase.
Tony was absolutely WONDERFUL! He explained things in such an understandable way, advocated for us and looked out for us. As first time home buyers we really appreciated having Tony with us to help and guide us!
My experience was great. I worked with Brad Fish and when I say he did a great job and had me a home within a short period of time and I would refer everyone to CLS Financial when purchasing a home.
Wendee and her staff are professional and fun to work with! They have held my hand through a home purchase and a refinance. The team is knowledgeable and responsive and I highly recommend them!
An excellent and professional team with supreme knowledge of territory. From financing to customer contact to the day we got the keys, I could not be happier with the service the team provided. I recommend to everyone I know in the market for a home! Thank you!
It was a pleasure working with Wendee and Gaby. They are professional, knowledgable and worked very hard. I highly recommend the CLS team!! Wendee went above and beyond.
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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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.