Credit Wellness Center

Credit Wellness Center

Reviews Summary

Most reviews praise the service for effective credit repair, quick responses, and significant score improvements, with many highlighting successful removals of negative items and excellent customer support. However, some criticize the company for unmet promises, lack of results, and unauthorized charges, labeling it as fraudulent. The majority of positive experiences emphasize trustworthiness and professionalism, while negative reviews warn against scams and poor communication.

About This Listing

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.*

Contact Information

Address

775 Wind Willow Way

Simi Valley, California 93065

Hours

Sunday Closed
Monday 8AM-8PM
Tuesday 8AM-8PM
Wednesday 8AM-8PM
Thursday 8AM-8PM
Friday 8AM-8PM
Saturday Closed

Customer Reviews

I've been working with Jon since Feb 2024, my credit was the worst it had ever been and with his tremendous help and guidance I am now able to buy my first home! I cannot thank Jon enough for his kindness, hard work and support throughout the last year. You're in great hands with him.

This company is completely fraudulent and does not hold up to one word of truth. I am a single mother of three daughters I was told different things by three different people one told me I was guaranteed to see stuff up off my credit report that I had already paid off, but it was just still stuck on my credit report. Another guy told me that it takes 60 days to see any improvement another person told me 90 days of improvement. I did not see any improvement on my credit report at all. You guys robbed me of $

Overview: I worked with Credit Wellness Center for 6 months to improve my credit score and correct inaccuracies on my credit report. I am thrilled with the results and highly recommend their services based on my experience. Effectiveness: Credit Wellness Center exceeded my expectations in resolving issues with my credit report. They were highly effective in identifying and disputing errors that were dragging down my credit score. Over the 6 months, I saw a significant and positive improvement in my credit

My family trusts Jon and his services completely. Whether it's a one off task or long term credit building, look no further! He's easy to work with and makes everything seem manageable. His experience in the industry shines through. We can't thank him enough!

Carol B was a huge help! He was patient and efficient and helped me solve all my credit issues. What a wonderful man very grateful for his help would recommend him and this place to anyone and everyone thank you for such a wonderful job!

I have been working with them since June. I keep getting mail from the credit unions saying they aren't authorized to help me. I call them and they give me the run around and make me feel like I am wasting their time. Don't waste your time or money.

Jon Foley is a wizard and he deserves all the credit for helping me get into my first home. I had a negative report spring up while I was in escrow dropping my credit score. Despite the short notice, Jon worked with me right away and, in a matter of one month, after following all of Jon?s advice, my score jumped up 130 points and it's still rising. Anybody in credit score limbo needs the sage advice of Jon Foley. He helped me take care of everything in a span of 24 hrs and all I had to do was wait to see my

5 STAR EXPERIENCE! Jon at Credit Wellness is amazing, informative, and effective. He took my concerns and also educated me on my credit health. Always responds timely. A great place to get started for those who don't know where to start.

I signed a contract with these people two months ago with a 30 day cancel policy. I called to cancel and they never gave me my money back. They insist that they gave me the money back. my bank said they haven't received anything. This company is a scam and they're thieves. Never work with them.

This is a terrible place to have been in contact with they have done nothing and charged me. I went to them for help with credit and I waited for the 90 days for any kind of results and got nothing. It's all been a complete fabrication of helping you with credit they just want your money that you apparently don't have already if you are trying to make your credit better. We'll AVOID THIS PLACE.... I read your response and lazy people huh? What a way to talk to people ever think of responding without being r

For CREDIT WELLNESS LLC IN WYOMING, please leave a review on Trustpilot, this is the wrong company, I was confused as well, so please go to Trustpilot and type in creditwellness llc. I hope this helps.

This is really a scammed. I paid 3 months and nothing remove and no money returned as guaranteed. . So I canceled. I disputed myself within 60 days most items were removed. Save your money. They will slow walk you and take you for a long ride with those monthly subscriptions until they take all the milk out of you. If they guaranteed they will remove. Make sure it's written not orally.

If you are looking for help to repair your credit/debit, you need to call Jon Foley at Credit Wellness Center. I would give him a hundred stars if I could. There is no one better to help then Jon. He is a pro at what he does and his attention to detail if off the charts. He is easy to talk to and explains everything to put your mind at ease, but the best part is he knows his stuff!! I recommend him to all who need this service.

Jon is sincere and responsive. Any thoughts I had a question I sent him a text and he replied right away. He is respectful and encouraging. My credit score went up, he got several negative things on my credit report removed. What a wonderful experience!!

I don't write reviews unless it's to warn others about a horrible experience, or to talk about an over the top experience, and working with Jon was a great experience. He is friendly, honest, efficient. Jon not only helped us improve our credit, but was constantly in contact with us, honest about situations, made us feel comfortable, and just went out of his way to ensure we were tackling our situation in the best way possible. We need more honest and efficient fiscal advisors like him. it is very evident t

CAUTION- this company is a scam! They took $300 out of my account using my debit card that I only authorized $1.00 to be taken out!!! DO NOT DO BUSINESS WITH RHIS COMPANY!

I highly recommend Jon and Credit Wellness Center. Their ability to provide a competitive cost for credit repair and counseling is unmatched and he really excels at what he does. He was able to guide me through a credit repair plan tailored to my situation, and went the extra mile for me. His knowledge will definitely help you if you're in a similar situation and need guidance on how to increase your score.

We got this service 9 months ago and nothing came off. Things were disputed every month and no results. The dispute letters could easily be done at home using a template you find online. Don't wast your time or money. Trust me.

Jon was so great to work with! He guided me and was always there when i had questions. Working with him was honestly the best decision i ever made. My credit score is at it's best because of him. I wish i met him sooner. Would definitely recommend to anyone looking to improve their credit.

Where do I begin? My experience with Shamrock Credit Repair has been nothing but excellent! Jon Foley took me by the hand, walk me through the journey and taught me how to be responsible with my credit. Shamrock Credit Repair was able to raise my credit score over 100 points in less than 90 days! Now I can look forward towards a better credit future and save to buy a house for my 4 kids as a single father! Thanks again Shamrock Credit Repair for your professionalism and for the credit education. I will def

Jon Foley from Shamrock Credit Repair was recommended to me about 4 years ago, I decided to call him in the beginning of 2014. I am so glad that I did. He has helped me so much. I thought that I would never be able to fix my credit but Jon made it possible. I love his professionalism and how helpful he was in helping me fix my credit. Thanks to him, I am on my way to one day soon buying my own home.

I was referred to Jon at Shamrock Credit Repair by a friend about 8 months ago. It is sad to say, I was completely clueless as to my credit history and credit score. Within only a few short months, Jon was able to get rid of nearly all the problems with my credit history that was holding my score down. He boosted my credit score so much that I was able to buy my own car and get approved for the lowest interest rate they offered. I am so grateful for the work he did. I would refer him to absolutely everyone

Since starting the credit repair process with Jon a few months ago, my score jumped over 90 points! I just moved into a nice house with no issues, and bought a new Range Rover. I've been pleasantly surprised with the whole process, and most of all, the results. Best part is, he's done 99% of the work for me! I highly recommend Shamrock. They're affordable, and dependable.

I would like to thank Jon Foley at Shamrock Credit Repair for doing what he actually stated he would do: Repair my credit! Jon was extremely friendly and knowledgeable and was attentive throughout the entire process with my needs and always answered my questions. He was fair and did not promise what he could not deliver. This was a refreshing experience working with a company that performed as stated and did not promise what they could not deliver! Thanks again Jon, I would recommend Shamrock Credit Re

I highly recommend this Credit Wellness Center! They went above and beyond and did everything they promised and more. Thank you!!

Had an amazing experience with the Credit Wellness Center. In about 3-4 months my credit went from the high 500?s to the low 700?s. I also had two medical bills on my credit history that they were able to delete without me paying another cent. The entire process was very easy, we did everything over the phone or online, I just followed the steps that were laid out and everything went to plan. They also showed me new ways to build credit that sped things along. Hopefully never need their services again but I

If you are looking for credit counseling or a credit specialist to help save your life, STOP your search. Jon is literally the most considerate, sweetest, and caring agent I have ever spoken to amongst in the customer service world. He genuinely DOES hear you out and DOES care about what rut you're in. He's extremely informative, has excellent communication, and even has great counseling skills. I've literally been going through one of my most devastating times in my life, and Jon ALWAYS brightened up my d

To be honest I was very skeptical at the beginning. However Jon made the whole process super easy and also made me feel very confident regarding to my credit score. It jumped up from 512 to 672 in about 2-3 months which was huge for me! He contacted me and gave me my credit score update on time. And I also liked that he was always available when I had a question. Overall great service!

DO NOT GO TO THEM. They are associated wITH FRAUD. Do not give them any personal info or your card number or they will keep charging it. I've had several charges. The guy I spoke to had the last name WRIGHT. they are not trustworthy and they will not help your credit. They just want your card info. Very disappointed in them and they have been flagged as fraud. They are NOT a collection agency. SCAM SCAM SCAM. I have proof I worked with them and the phone number history. I also have an email from them. Appar

There are not enough stars for Jon and Shamrock. I found Jon on the recommendation of a friend. Unfortunately, I was already being held hostage by another debt reduction company but hoped that Jon could help me repair my once excellent credit that was now a good 150 points lower (due to bad advice from the other company). Jon came through with flying colors. Before I was even a officially a client, Jon spent at least an hour consulting with me, gave me excellent advice, feedback and resources for what was b

I had the pleasure to first work with Shamrock Credit repair in 2012 when I was preparing to purchase our families first home. I originally considered myself to be pretty educated in terms of credit and thought I had my situation under control. After six months of disputes and letters I got to a dead-end and was pretty frustrated. My agent referred me to Shamrock where I had the pleasure to speak with John Foley. This particular agent immediately took control of the situation and got the process started tha

Jon is AMAZING!!!! I was referred to him by a friend a few months ago and began the repair process. Thanks to him more credit score sky rocketed!!! I am on my way to purchasing a new home. Something that I thought wouldn't be possible for years has become a reality in just a few months. I would highly recommend him to anyone interested in turning their credit around!

My wife and I were trying to buy a home but had a lot of issues on our credit report which were due to a foreclosure years before.. We had used some of the top highly advertised companies but they could only resolve a few items which effected our FICO scores. Our loan agent connected us to Jon and Shamrock, within days items were dropped off of our record. The items were huge and Shamrock got them ALL resolved and we were able to bring up our score enough to qualify for a FHA loan. We highly recommend Jon a

John is the real deal. He was able to remove thousands of dollars of derrogatory medical collections off of my reports! He is always available by phone and very patient, and incredibly knowledgeable! I would recommend him to all of my friends and family.

Working with Shamrock Credit Repair was one of the BEST decisions I've ever made! They were completely honest and fair with me, telling me exactly what could and could not be done to fix my credit (FYI these guys were so good, there wasn't much they couldn't do!!) Anyways back to my story, Jon told me everything that he could do for me, and he told me what work I needed to do on my end. I listened, and did exactly as he told me. With his talent and expertise he was able to raise my credit score over 200 poi

John at Shamrock credit repair is something else, not only did he removed over 50+ late posting, he continued to help me repair and fix my credit. I really owe it to John, he is the reason why my future for purchasing a home is possible. I highly recommend using Shamrock if you had any past history with your credit. Anything from student loans or late payments. They will take care of you.

We had such a great experience with Shamrock Credit Repair. You hear so many horror stories about debt repair or consolidation companies that just take your money and don't really do much. I can easily say that is not the case with these guys. Jon was always optimistic, but realisitic while walking us through the process. He never got "sales pitchy" with us, never made promises he couldn't keep. He was very honest with what he could do, and what would likely happen, and he followed through on everything

Dealing with Jon has been an absolute pleasure. He was clear in his explanation of the results and he hit the marks he expected. His service is well worth the cost and it's great to deal with someone so on top of the whole credit world maze. He is highly recommended.

Jon was super helpful and gave us an informed overview so that we could strategize the most efficient route to our goal. Thanks to good advice, our credit is much improved. Jon is a great communicator - very encouraging and motivated to help you.

Jon was recommended to me by a friend and he came through big time. He was able to remove 2 negative remarks from my credit report boosting my score drastically and at an extremely reasonable price which was even better. Highly recommend

If you're looking for absolutely amazing service and attention to detail Jon is the man! Not only is he hard working and very diligent but the most important part to me is that he truly really cares and makes sure you are always taken care of!

FRAUD!!!!!!!!!!!!!!!!!!!!! TransUnion just sent me a letter stating this company is a fraud for you to take advantage of people is wrong and remember GOD doesnt like ugly!!!!! It's been almost a year and they are still fraud my credit did not improve they lied they lied they lied believe me I will get my money one way or another

Hi, I just wanted to say that Shamrock is the best! Jon really helped me out big time! He is very professional, caring, dependable, and knows all the necessary steps to take for you to maintain and keep a great credit score! .. Thank you Jon! .. Sincerely .. Dave Fish ..

Scammers 100% FRAUD FRAUD This company charges me 99$ every month almost year + 300$

During my college days, I signed up for a new credit card when every one of those booths were on campus. Within a flash, I was a college kid with a 7k credit limit with just discover card alone. Low and behold, I had built a mountain of debt mountain of debt that even a seasoned mountain climber would have been intimidated by. Years later, I was in over my head and couldn't keep up with a flood of bills that inundated my mail box. As a result, my tier one (740+) fico score, plummeted to a sub 500 score.

Wow . That's what comes to mind when i think of this company . they not only proved up to their expectations but went far far beyond it . given the overall cost it was miniscule dang near microscopic compaired to how much they saved me . Jon Folley did an amazing job . he managed to take my credit up over a hundered points and it doesnt stop there . i would recommned him to anyone out there who needs help getting their finances back on track. great company great job and i look forward to continue using th

After extensive research trying to find the best credit repair company for me, I chose Shamrock. I am glad I did. They did exactly what they said they would do, and kept me in the loop with periodic updates and personal phone calls. I highly recommend this company. JK

It pays to keep a business card! Jon gave me his card a couple of years ago. I came across it recently and decided to give him a call. In a few short weeks, he successfully improved my situation and I am so happy!

Did nothing for me but take my money. Huge scam!!

Jon Foley is not an honest person he must pay for these reviews. He keeps continuing to be bill me with his service but he didn't follow through on any of his promises. His whole business is just a scam stay far away from this company.

Absolutely an awesome and easy experience. I was a bit skeptical but the results I experienced were more than I could hope for. My score went up more than 100 points and I finally have "good credit" after a long time! Thanks so much, Jon!!

Great guy. Jon delivered at every level. I was hiding my head in the sand not understanding much about my credit. He got me back on track and saved me so much money in the long run. Thank you for giving me my financial health back.

So far so good! Has literally already saved me thousands! Cant say enough about the service. If you have a question or concern they respond extremely quickly. Staff is patient with my procrastination, which is a rarity. Friendly/patient staff, fast response and it works, if you need debt consolidation these are your guys!

Fantastic! Better than I expected and I was kept up to date with regular reports on the progress. Very professional! I would absolutely recommend Shamrock to anyone needing credit repair. Dave

Stay away from these people they are thief they lied to you. They never tell you the truth at the beginning, but if you give you a credit card, they gonna continue stealing money from you I am in the process of a lawsuit

Jon Foley was amazing and helped my credit entirely and now I can buy a home! He is amazing and I would advise anyone to reach out to Jon Foley!!!????

Highly recommend CWC for anything credit related. Jon helped me out so much and did all the dirty work! Super grateful!

This guy is awesome! He did what he said he would, and more. He went above and beyond! I highly recommend him to all, friend, and family! I don't know what els to say. His work has left me speechless. I'm more then AMAZED by what he has done form me. I'm still aww!!!

This company was the most honest about what they could do for you- and they delivered on all their promises... My credit improved, and many collections and even public records were deleted. thanks SHAMROCK!!!

Had a hidden dept that needed paid through them. Cost $99 for 3 months. 8 months later and it's still being drawn out. DO NOT USE THEM.

Jon helped me with my credit concern, and he delivered within 60 days. I am happy what he did

Great experience working with Jon, helped my husband and myself with our credit highly always available to answer any questions

So far so good scores are going up tks credit wellness good job

Thank You!, Shamrock Credit. John helped me with a free advice.

I don't know how they got the reviews they have they must be submitting reviews for themselves because this is the worst Customer Service I've ever experienced. They subscribe you to an expensive membership, then update some basic information on your credit report and after that, they just ghost you to make it impossible to get a refund. I've called five times to one of the five numbers they have and each time they put you on hold from 20 to 40 minutes until you're sick of waiting that you hang up I've emai

(Translated by Google) I was scammed... supposedly they were going to fix my credit and I paid an amount and several months have passed and nothing has been resolved. (Original) Me estafaron .. supuestamente arreglar?an mi cr?dito y pagu? una cantidad y han pasado varios meses y no se ha resuelto nada

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.

Skip to main Home Best CPA's Nearby Upgrade your plans English Avatar for Nico Bottema Welcome, Nico Bottema! Share Install the tag on your site to get access to all features, tools and the insights you need. It's fast and easy. Site ID: 6455700 Get started with the tag installation 1 Copy this code. 1 2 3 4 5 6 7 8 9 10 11 Copy code 2 Paste the code into the of every page where you want to track user behavior or collect feedback. 3 To make sure everything is ready, verify that your code was installed. Verify installation OTHER WAYS TO INSTALL Install with a team member’s help Install on a platform Install with a npm package Explore the demo Take a tour of the product with realistic data to explore. Explore demo site Common questions View all Course How do I install the tag? Collect session data for replays, heatmaps, and on-site surveys by installing a unique tag on your site. Ready to add it? Follow the instructions in this 15-minute course. Article How do I know if the tag is installed correctly? Article Will the tag slow down my site? Suggested for you Enable 2FA now Two-factor authentication (2FA) adds an additional layer of security to your account. Popular shortcuts title Feedback button Capture feedback in the wild by letting users share it at any point title Set up a Net Promoter Score® survey Measure long-term customer loyalty and happiness the tried-and-tested way. title Exit-intent survey Capture feedback before visitors leave and reduce your bounce rate Get started Interviews (new) Get real time feedback at critical times, thanks to easy, in-depth recruitment and analysis. Create project Finish your installation Surveys Feedback button Dashboard Invite team members Integrations