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EMC Financial

EMC Financial

Reviews Summary

Most reviews praise the company for excellent service, quick funding, and professional staff, highlighting smooth processes and helpful representatives. Many customers recommend EMC Financial for business financing needs. However, some negative reviews cite aggressive calling tactics and harassment, questioning the legitimacy of positive reviews. The majority of feedback is highly positive, emphasizing efficiency, communication, and satisfaction with loan outcomes.

About This Listing

Business Consulting
Payroll
CFO Services
Tax Preparation
Tax Planning
Financial Advisory
Small Businesses
Mid-size Businesses
QuickBooks
Xero

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

Business Consulting
Payroll
CFO Services
Tax Preparation
Tax Planning
Financial Advisory
Small Businesses
Mid-size Businesses
QuickBooks
Xero

Contact Information

Address

475 Washington Blvd Suite #7

Marina Del Rey, California 90291

Visit Website Call Now Get Directions

Hours

Sunday Closed
Monday 8AM-5PM
Tuesday 8AM-5PM
Wednesday 8AM-5PM
Thursday 8AM-5PM
Friday 8AM-5PM
Saturday Closed

Customer Reviews

I recently had the pleasure of working with EMC financial for a loan and I couldn't be happier with the experience. The team was incredibly helpful and knowledgeable, guiding me through the process every step of the way. The application process was seamless and the funding was received in a timely manner. I highly recommend EMC financial to any small business owner in need of financial assistance.

I have been doing business with EMC Financial since 2018 and all I can say is that the service they provide is excellent. Joseph Green , the owner, is a very professional on what he does, very straight forward on his offers and most importantly funding is very quick. Looking forward to keep them as business partner for my financial needs.

We contacted EMC financial after speaking to several companies about a business line of credit. They were hands down the most professional and cost effective solution we have found. We look forward to our continued partnership.

I am impressed with EMC Financial. I Applied for a business loan for my restoration company, and after a short phone call Ron Zaguri I decided to give them a chance. Ron was very helpful, professional and friendly. I will definitely refer EMC to other business. Keep up the great work!

This has been my second experience with EMC and I have to say that they have gone from very good to absolutely Excellent. The process was speedy, the rep, Tom Zohar, was courteous and professional. Forget about dealing with the other companies, contact EMC, they are genuinely interested in getting it done right, and without delay.

Our firm has referred several clients to EMC. We will be referring more in the future. The service my clients received was excellent and Esther was a joy to work with. She was very upfront about the process and kept her promises. We strongly recommend EMC

We were going through some cash flow gaps and needed assistance with a working capital loan. The EMC Financial team went out of their way to help my business. Would definitely recommend them to anyone who is looking for business financing.

The staff at EMC Financial was extremely helpful. Especially the person that helped me out with my loan procedure. His name is Ash Mitchell and he did everything he could for me to get the best amount of money possible. I am extremely satisfied with everything.

EMC Financial helped me out tremendously when I was searching for business financing. Dave and the entire EMC Financial staff provided great care each step of the process. I would highly recommend EMC Financial for your business financing needs.

Great experience. Dave was very helpful and walked me through every step of the process. I received more than I thought I would qualify for and that was a pleasant surprise. I would reccomemd this company to any of my professional colleagues.

Made finding working capital for my business quick & simple! Dealing with Joseph was a total pleasure. Fantastic communication! Thank You!

Constantly calling with robo-dial. Starts as a private (blocked) number, then leaves pre-recorded message without an option to be removed from distribution list. Also, check out all the manufactured FAKE 5-star reviews. All of them have only 1-review. They started a Google account, and reviewed themselves, but were too lazy to fake other reviews to make themselves more legit. All the 1-star reviewers are legitimate people who are being harassed.

Excellent communication. The representative with whom I have worked has been fantastic and very responsive. I felt that they were quick to address my situation.

Dave and staff, were very effective in providing options for funding. simple process, good follow up. look forward to working together in the future

Dave helped me to find a loan that was best for my company. He made the process simple, efficient and professional.

Someone name James called me out of blue left a voicemail saying I need to call back asap and it's a urgent matter? way to start your relationship with a lie.

Dave was awesome to work with! He's my go-to for my project funding.

Great professional service easy to work with. Ash the gentleman I worked with was excellent!

Keeps calling and harassing us. We have no interest in your products or service.

Easy to work with. Process was quick

Smooth process, thank you Esther Anatian.

These guys at EMC are great. They have been nothing but a pleasure to work with.

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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