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Convergence Wealth Partners, LLC

Convergence Wealth Partners, LLC

About This Listing

Tax Planning
Financial Advisory
Estate and Trust Tax
High-net-worth Individuals
Individual Taxpayers
Risk Management
Complex Situations

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
Estate and Trust Tax
High-net-worth Individuals
Individual Taxpayers
Risk Management
Complex Situations

Contact Information

Address

5800 Airport Rd

Redding, California 96002

Visit Website Call Now Get Directions

Hours

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

Customer Reviews

My wife and I have been working with John and his team at Convergence for 7+ years. We met him when he sponsored a seminar on Social Security and we appreciated his philosophies. We set up an appointment to meet with him further and he has been managing our investments since. With John's guidance and assistance we have been able to retire comfortably at 62 years old and take several very enjoyable trips. Even in the turbulent times we are entering I feel confident that our finances are secure and we will be

I worked with Rob Foss. He guided me through the process of obtaining life insurance. My experience was the smoothest I have ever experienced with any insurance agent ever I was informed every step of the way and feel very good about the policy Rob helped me obtain. I feel great knowing my family will provided for in the unlikely event something happens to me.

John and Rob are incredible and so passionate about helping their clients! I been to multiple of their Taxes in Retirement seminars and both are so knowledgeable on how to save their clients the most money through investments and financial planning. If you?re looking for professional, smart, and kind-hearted people to help you with financial future, they are the best!

As a new client of Convergence Wealth Partners, I've been impressed with their efficient onboarding process and comprehensive financial services. They seamlessly handled the transfer of my stock portfolios and provided valuable guidance on retirement planning, particularly with required minimum distributions (RMDs). Their proactive communication throughout the transfer process kept me informed every step of the way, and they were always available to answer my questions promptly. Their expertise was evident

John and team have access to so many great investment options. John is very tax conscious when making investment decisions in a way to minimize future tax burden. John and his team are very personable and go above and beyond to work one on one with clients.

We have been using Financial Convergence as our financial advisor and the handling of our retirement funds and accounts. We have been very pleased with the trustworthiness and efficiency of them handling those funds. As most retirees feel this is our most valuable investment that we feel needs to be taken with care and seriousness. We have trusted John Gardner and his team and they in turn have served us quite well and will continue to do so for us in the future!! Highly Recommend

I was very impressed with the service I received from Financial Convergence. I was able to get detailed information and answers regarding a living trust will. It went so smoothly that I was able to complete other financial needs. John and Rob are amazing and are very knowledgeable! Don?t delay , give them a call , you will be glad you did!

I?ve never had a financial advisor before, but so far everything has been smooth and easy. John and Rob are chill and pleasant to work with. They explain things well for a layperson like me.

Working with Convergence Wealth Partners has been a game-changer for my financial future. Their team was professional, knowledgeable, and genuinely invested in helping me succeed.

I am thrilled to have found a business that can help us with our investments AND our trust. John and Rob are always accessible, helpful and patient. I only wish we had found them sooner!

John and I had many meetings before I signed on. In all cases he was able answer my questions and gave the confidence I needed. So far, so good. I've even recommended them to friends.

It was nice meeting with John and Rob. They are both great people and really know their stuff. They gave me some good advice, valuable connections and a lot to think about to improve my business and my future. Thank you guys, see you soon.

John, Rob and Kelly are such an amazing team. They are honest, kind, and care on a deep level about you and your life. If you need advice around investments, living your very best life financially, or creating a legacy for your kids these are your people.

John & Rob are some of the BEST men I know! I highly recommend them for your money & wealth management!

The team at Financial Convergence exceeds my expectations. They respond quickly to my messages and explain things in terms I understand. I'm so glad I made the connection.

John and Rob have been invaluable in assisting me with my business development and resource management.

Staff is amazing and John has been amazing in setting our investment so we can reach our financial goals.

The staff is wonderful and very helpful! I never have any worries about not understanding as they explain everything so it's easy to make decisions. Thank you!!

John's advice has been excellent in keeping my financial picture up-to-date and on point !

My wife and I have enjoyed working with John Gardner and Convergence Financial. I highly recommend this company.

Great strategy. No one researches like John Gardner.

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.