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Cost Segregation Initiatives, LLC

Cost Segregation Initiatives, LLC

Reviews Summary

The consensus highlights exceptional professionalism, efficiency, and expertise, with frequent praise for thorough, timely, and clear deliverables. Reviewers emphasize significant tax savings, often exceeding costs, and appreciate the team's responsiveness and knowledge. Many note the process was smooth, with reports delivered ahead of schedule, and highly recommend the service for its value and quality. The team is described as honest, detail-oriented, and easy to work with, making the experience seamless and beneficial.

About This Listing

Tax Planning
Real Estate

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
Real Estate

Contact Information

Address

5999B Ridge View St

Camarillo, California 93012

Visit Website Call Now Get Directions

Hours

Sunday Closed
Monday 7AM-6PM
Tuesday 7AM-6PM
Wednesday 7AM-6PM
Thursday 7AM-6PM
Friday 7AM-6PM
Saturday Closed

Customer Reviews

Joel answered all my questions with patience. Was very knowledgeable. And the end produce was delivered on time and as promised.

Joel and his entire team at Cost Segregation Initiatives were great. Quick turnaround and still very thorough work. We got exactly what we needed. I am happy to provide a recommendation for their services.

We really appreciate Joel, Dante and their team for putting together a comprehensive cost seg report for our new building. They were very easy to work with and provided us with a first class professional experience. I highly recommend them.

Joel and his team were extremely helpful and useful. They were expedient, communicative, and got the job done in a proficient way. Best of all, I'm going to be saving a ton on my taxes, far and above what I paid them. This is the best thing I've done for my business and I'd highly recommend it.

Joel and his team were amazing throughout the entire process. I would highly recommend anybody looking to maximize tax savings to work with Segregation initiatives.

CSI is an incredibly professional and helpful company. Not only did they realize serious tax savings for my firm, but they explained the process in an easily understandable way. I also found the cost for their services to be more than fair. I appreciate it that they charge a flat fee for their services, rather than some companies that charge a percentage of credits received: I always feel like that is worrisome, as I think it encourages companies to be more aggressive than might be appropriate.

Cost Segregation Initiatives offered our organization great insights and a cost savings analysis. They walked me through each step and explained the implications of what a cost segregation analysis could do for our bottom line. Indeed, it was a great decision to use their services. We continue to reap great dividends.

This was my first time doing Cost Segregation and I had a fabulous experience working with Joel and his team!

I'm grateful to Joel and the behind-the-scenes analysts that did a prompt, thorough assessment of a newly acquired property. Their fee is truly an investment that is repaid many times over.

It was a pleasure to work with Cost Segregation Initiatives on our latest project. Their team was very professional, detailed, and punctual. We look forward to working with them again on future projects.

Cost Segregation Initiatives is a great company to connect with if you are looking for a certified professional cost segregation study that can help you identify critical tax savings. Joel is a joy to work with and very responsive to his customers.

Joel, Dante & their team provided us their report sooner than anticipated and it was just what our tax folks required to support the deductions needed on the tax return. Once the TIs are completed in 2023, we will be doing another cost seg with Cost Segregation Initiatives. The value/benefit far exceeds the cost!

Wonderful vendor to work with. Recommended to me by a colleague and my first study had great results. I plan on engaging them on future work. Highly recommend.

We worked with Joel and Dante, both extremely professional and responsive. Their work was of the highest quality and was delivered ahead of schedule. We couldn't be happier with their work.

We have worked with Cost Segregation Initiatives for years on many of our projects and properties and have found them to be extremely knowledgeable and helpful. These guys are smart as hell and very professional.. Call them today and start saving money.

Great experience. The team is professional. They know what they are doing and they are quick, and thorough. Couldn't have asked for a better experience.

Joel and Dante were easy to work with. They conducted a thorough study and generated a comprehensive report.

Joel was great to work with and is a true expert at cost segregation! Very happy I worked with him and his team

They exceeded my expectations. The product was great, and they delivered the report sooner than anticipated. Thank you!

Cost Segregation Initiatives team are honest, easy to works with, efficient and very professional. Highly recommended.

These guys are fantastic. Professional and nice. They got the job done quickly and saved me a ton of money on my taxes!

Clear and honest. Delivered what was promised, and very thorough. Highly recommended

Very responsive and super helpful. It is a pleasure working with their team. Their analysis is going to help our business.

Excellent service and very quick at everything they do.

Very knowlegeable, systematic and flawless.

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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