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Eight Oaks Financial

Eight Oaks Financial

Reviews Summary

Clients consistently praise the financial advisor for exceptional trustworthiness, personalized service, and deep expertise spanning decades. Many highlight his ability to simplify complex financial strategies, provide steady guidance through market fluctuations, and tailor solutions to individual goals. Long-term clients emphasize feeling secure, well-informed, and supported through life changes. The advisor's integrity, responsiveness, and holistic approach—treating clients as humans first—are repeatedly commended. Multiple reviews mention sleeping easier knowing their finances are managed with care. The overwhelming sentiment is of gratitude for reliable, judgment-free advice that grows wealth while aligning with personal circumstances. Several would recommend him without hesitation.

About This Listing

Tax Preparation
Tax Planning
Financial Advisory
Estate and Trust Tax
High-net-worth Individuals
Individual Taxpayers
Complex Situations
Multi-state Experience
Remote Services
Years of Practice
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 Preparation
Tax Planning
Financial Advisory
Estate and Trust Tax
High-net-worth Individuals
Individual Taxpayers
Complex Situations
Multi-state Experience
Remote Services
Years of Practice
CPA License

Contact Information

Address

2201 Dupont Dr Suite 810

Irvine, California 92612

Visit Website Call Now Get Directions

Hours

Sunday Closed
Monday 7:30AM-5PM
Tuesday 7:30AM-5PM
Wednesday 7:30AM-5PM
Thursday 7:30AM-5PM
Friday 7:30AM-3PM
Saturday Closed

Customer Reviews

I have worked with Andy Chatham and his team at Eight Oaks Financial since 2009. Andy is a wonderful person and an even better financial advisor. We have worked closely to ensure my boys college funds are well invested and he has always guided our families financial strategy to see wonderful growth. I have referred many of my family and friends to Andy and his team that is how much I trust him. If you are looking for someone who will guide you and have your best interest in mind, run to call and book an

I'd like to recommend Andy Chatham and his team of professionals at Eight Oaks Financial. We started working with Andy in 2009 and throughout our years together, I have found him to be intelligent, approachable and responsive to our questions while providing us counsel to our financial needs. Andy asks us good questions and uses our information about our goals/risk tolerance/time horizon to make recommendations; I never get the feeling that he is offering a cookie cutter approach, he really takes the tim

Working with Andy and the whole team at Eight Oaks Financial has been a game-changer for my financial wellbeing. The level of honesty and trustworthiness I've experienced is unparalleled. Unlike many others in the finance field, Andy never comes across as pushy. He truly understands the importance of providing options without any judgment, making me feel supported in all my financial decisions. Andy is incredibly informative, keeping me regularly updated with market insights and information that directly i

My wife and I have worked with Andy Chatham and his team at Eight Oaks Financial for 2 decades. What we appreciate most is that Andy makes sure that we are clear on our strategy, he keeps our investments optimized in changing markets, and our only job is to be good at our careers. We have no worries about our wealth building, as Andy and his team take care of that part. We simply invest monthly and sleep at night!

Andy is a trustworthy, reliable and thorough investment manager for our future financial planning, and managing of our investments. He is always available if we have questions or concerns. I highly recommend Eight Oaks Financial.

We have worked with Andy Chatman and his teams for more than 20 years. Andy helped my navigate being a responsible single mom, balancing covering day to day living and preparing for the future with Life Insurance, Long Term Care and Retirement. I especially appreciate his steady guidance and the great advisors he brings to the table for Life planning. I am able to sleep at night knowing Andy and team are on my side. Thank You !

Andy has taken great care of my money since my husband passed away seven years ago. I trust his integrity and his skill. Working with Andy has been a great experience.

I have worked with Andy Chatham and his team for years. They have done an oustanding job understanding my financial situation, listening to my needs and my hopes for retirement. It is clear they have taken the time to understand me as a human first, not just as a client. They have guided me through a planning process, through major life changes, that I trust and understand. I would give 10 stars if I could.

Andy has given me great advice from early in my career to my retirement. Through market bubbles, explosions and crashes, I could rely on his advice. Very grateful that I did.

I've been working with Andy for over 20 years and trust his expertise, integrity and the data he has to work with.

Worried about your money ? They have seen it all - all the highs and lows - this is a place where your money is sacred and valued as if it was thier own

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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