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Ebert Capital Management Inc.

Ebert Capital Management Inc.

Reviews Summary

Overwhelmingly positive reviews highlight exceptional service, strong returns, and clear communication. Clients praise the team's professionalism, ethical practices, and ability to simplify complex financial strategies. Many report significant portfolio growth, tailored advice, and responsive support. A single negative review cites poor risk management and losses. The consensus reflects high satisfaction, with most clients highly recommending the firm for wealth management and retirement planning.

About This Listing

Tax Preparation
Tax Planning
IRS Representation
Financial Advisory
Small Businesses
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 Preparation
Tax Planning
IRS Representation
Financial Advisory
Small Businesses
High-net-worth Individuals
Individual Taxpayers

Contact Information

Address

530 F St

Eureka, California 95501

Visit Website Call Now Get Directions

Hours

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

Customer Reviews

Ebert Capital Management has been a game changer for our family?s financial well-being. We have been working with Ben over the past year, and the gains have been exciting to watch. His experience, professionalism and high ethical standards make him a great partner in our financial future. I highly recommend this team for growing wealth!

We started investing with Ben and his team about 6 or 7 years ago and the gains have been absolutely tremendous. This was far and away the best financial decision we have ever made. Ben has done an incredible job of pivoting appropriately through different markets and political climates, and it shows in his clients' portfolios. He is a pleasure to sit and talk with, gives freely of his time for advising, and is always professional and prompt. When we started with Ebert Capital Management we didn't unders

Transferring all my investments to Ebert Capital was the best decision I've made. I sold a house right at the beginning of the pandemic and took Ben's advice to invest the profit and the gains have been exceptional. This company really does it's research and works hard to build your investments, and at the same time maintains a quick responsiveness and caring about clients. With all of the stresses of 2020, my financial investments gladly are not one of them.

I can't thank Ben and Ebert Capital Management enough for turning an overdue goal into reality: navigating the daunting investment world to create a clear action plan to reach our end goals. Ben takes the time to really talk to me and explain things through, and he is always quick to respond when I have a question. His friendly professionalism and knowledge of the stock market inspires confidence moving forward, as I know I will continue to have questions along the way.?I highly recommend him to anyone sea

Ebert Capital is the best!! We changed our retirement to Ben about 5 years ago and I have never seen gains like this!! In the past 12 months they launched new green strategies and since then their new strategies are roughly tripling the rate of return of the stock market !!!! Ben and his staff explain everything in layman's terms which I really appreciated. I cannot be happier :) Highly recommend!!!

I rest well at night knowing that Ben Ebert takes my investments seriously and is working hard and wisely, day in and day out by studying the markets, anticipating changes and altering his strategies as necessary to ensure that my future-self will have a retirement. I appreciate his patience with my questions and that he takes the time to understand my goals. Ben is a longtime student of the stock market and it shows. Entrusting him with my money has been one of the best decisions I have ever made!

OMG, where do I begin! Ebert Capital Management has been a lifesaver in mine and my husband?s life. Ben has helped us so much with all of our financial needs for the past several years and continues to help in any way he can. If you are looking for a honest, upstanding financial planner, Ebert Capital Management is the place for you.

ECM has been helping me manage my retirement and investment accounts for the last decade, and they have done an amazing job. Ben is very approachable, and always takes the time to answer my questions - even the silly ones. Because of Ben's work, my accounts have grown at a healthy rate, and I feel confident in my future retirement.

Ben has been incredibly helpful in offering guidance on investments for my future and managing my family's finances.

Every time I work with Rebekah Mull at Ebert Capital, I am so impressed by her scope of knowledge and ability to tune into my particular needs and circumstances. She is always professional and responsive and is a great resource to help me attain my financial goals. She makes the world of investing attainable and understandable she hasn empowered me and has me excited about something that would otherwise be overwhelming and difficult to navigate.

Ebert Capital Management has been helping me build a safe future with an encouraging positive attitude. I trust his intelligent strategies and I'm thankful to be one of his lucky clients,.

ECM has been so helpful, knowledgeable, attentive and professional in helping me with investment advice. They've produced excellent results as well! However, the most important virtue ECM possesses in genuine ethical practices. They are upfront with fees and their honesty is truly refreshing in this industry. Thanks ECM!

Lost a ton, with very little risk management applied. Never again.

This company has provided great service to me and their investments give me great returns.

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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