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Eden Financial

Eden Financial

About This Listing

Tax Planning
Financial Advisory
Estate and Trust Tax
Small Businesses
High-net-worth Individuals
Individual Taxpayers
Remote Services
CPA License

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
Small Businesses
High-net-worth Individuals
Individual Taxpayers
Remote Services
CPA License

Contact Information

Address

26895 Aliso Creek Rd B-237

Aliso Viejo, California 92656

Visit Website Call Now Get Directions

Hours

Sunday Closed
Monday 10AM-6PM
Tuesday 10AM-6PM
Wednesday 10AM-6PM
Thursday 10AM-6PM
Friday 10AM-2PM
Saturday Closed

Customer Reviews

Nycole Freer at Eden Financial is an absolute gem! She is incredibly smart, always generous with her time, and consistently provides holistic advice that truly meets you where you?re at. Her low fees and expert guidance make financial planning feel approachable and tailored to your goals. Nycole makes you feel like her number one client every time?she genuinely listens and offers practical, down-to-earth advice that?s personalized and actionable. Highly recommend her for anyone who wants a trusted financial

I cannot recommend Nycole Freer enough. From the very beginning, it was clear that she genuinely listened to my concerns and goals. She took the time to fully understand my financial situation and created a personalized plan that felt not only achievable but also aligned with my long-term aspirations. Nycole's supportive and approachable nature made working with her an absolute pleasure. She has a talent for breaking down complex financial concepts into simple, easy-to-understand terms. I never felt pressu

Nycole is a brilliant advisor who serves her clients well. She goes above and beyond to provide valuable information in a timely manner. Families are lucky to have Nycole on their side!

It's always a pleasure working with Nycole whether I need advice or just run by options for investments with her. She is a very smart advisor and I highly recommend you booking a meeting with Nycole so she can help you in 20225.

Nycole Freer, is the most caring advisor I have ever met. She is a great listener and always looks at the long and short term plan.

Nycole is very professional, caring, and attentive to client needs. Her emails and blogs are very informative and helpful. I highly recommend her financial services and advice.

Nycole is knowledgeable, kind, wise, and discerning. I've taken her financial advice to heart and would highly recommend you reach out for a consultation!

Working with Nycole has given me piece of mind that my finances will be maximized to their fullest potential up through retirement and beyond.....Nycole has shed light on many financial opportunities that I didn't know were available to me or even existed...It's fair to say that I sleep well at night knowing my financial future is looked after with care and expertise...Thank You Nicole !!!!!

It?s been a pleasure working with Nycole for all my financial needs! She?s helped me maximize my investments so I can focus on the work I need to get done.

Nicole has been a great resource for me and my family in the last year. She is knowledgeable, friendly and fastidious.

I was so lucky to have a one-on-one meeting with Nycole, the Founder of Eden Financial. I've also had an opportunity to hear her speak twice at events. Her vision to help families, and people of every walk of life, is inspiring and very needed. She has made services once reserved for only the highest net worth individuals available to everyone. She is a talented advisor for anyone - no matter what stage of wealth accumulation or planning you might be in.

Nycole is wonderful to speak with and her knowledge and follow through is unmatched.

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.