*Note: CPAs may specialize in different areas. Be sure to check credentials and service offerings.*
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.
*Note: Every CPA operates a bit differently. Don’t hesitate to ask questions before committing.*
*Tip: Organize your documents in advance to save time and ensure accuracy.*
*Note: Preparation helps you make the most of your CPA’s expertise.*
*Note: Every CPA is different — take time to find one who fits your goals and style.*
419 N Yale Ave
Claremont, California 91711
I was greeted by Paulina. What a sweetheart. She offered me a cappuccino. This gesture immediately made me feel at home and welcomed. I was then greeted by Brent. We quickly reconnected and then he went into investment mode. So cute to see him work diligently reviewing all my documents. We scheduled a follow-up and was offered another coffee to go. The entire experience felt like family. Thank you Evermont Wealth for making me feel at home.
My husband and I have been with Evermont Wealth (RPA) for several years now. Brent and his team are great to work with. Brent worked with as as we both retired. We are grateful for his assistance and expertise and he has our full trust in managing our money. Truly recommend the services of Evermont Wealth to all.
Evermont Wealth is always a wonderful experience. My husband and I started working with Brent about 13 years ago. Since that time my life has changed with the death of my husband and Brent was extremely helpful with getting my finances in order. Everyone at Evermont is always friendly and knowledgeable. They make me feel very confident.
I'm very happy to have Brent and his team! He's been giving me great service since 2016. Brent is very knowledgeable in his field and has great communication. I highly recommend him. I look forward to many more years of his excellent service and advice. Thanks Brent!
Have been with Brent (and company) since close to the beginning. Hardest decision I ever made to have somebody else handle the money. However it's one of the best decisions we've ever made. He was able to keep both of us happy, and we've had fantastic returns. Just as valuable is the wealth of knowledge and access to some experts that have all been first rate. Can't imagine how we'd have done with Medicare without the advice of his expert. Very happy with them! So glad we went with them
I've been working with Brent Pasqua For the last 10 or 12 years. He has helped me understand the financial market regarding stocks, bonds, treasuries, etc. . His expertise and knowledge has been top notch in handling my financial affairs. I feel as a friend he will always have my back being sure that I have financial stability in my life. Thank you, Brent and all your colleagues. They are tops. Marlene Johnson
When I was looking for a financial advisor, I looked at various companies with various philosophies: Evermont Wealth was whom I chose: they are a fiduciary, they offer a wide variety of investment vehicles, they took the time to determine my goals and my risk comfort, and they developed a clear plan forward, not to mention that the staff was friendly and professional. In the years since I have joined, I have been pleased with their frequent communications, their various investment tools and their podcasts,
Evermont is one of the best decisions my wife and I have made. Brent and his staff are exceptional. I look forward to our meetings and always feel well informed and confident he is working hard for us.
Working with the Evermont team has been a blessing. Brent?s knowledge and expertise has been detrimental in our retirement planning process! We are so grateful for the professionalism, communication, and oversight they provide.
I have been a client of Evermont Wealth for decades now. I always appreciate their level of professionalism, their willingness to take the time to explain complex concepts with me and my wife, and their expertise in financial planning. I am a satisfied client and I would recommend their services.
I have been with RPA Wealth Management for several years, Brent Pasqua and his team are top notch. A fantastic team of financial advisors, extremely knowledgeable and always current with what is happening in the economic world to better advise their clients. They have worked hard to get to know my goals to help plan for my future. With their advice and guidance, I have been able to retire early and I feel well positioned to enjoy a comfortable retirement.
I highly recommend Brent Pasqua and his team. They are very trustworthy, attentive and knowledgeable in the world of finance. We are very happy with the services they provide after more than 10 years!
We've been clients of RPA since its inception and would give more stars if we could! Brent is extremely knowledgeable, patient, and ethical. He understands our financial goals and quickly responds to questions and concerns we might have. He's also very proactive in helping us meet our goals.
I started working with Josh Winterswyk and RPA a few years ago, and I feel confident and assured that my financial life is healthy and in order. I also feel prepared for "worst case scenarios." He explains things in a very easy-to-understand manner, and is extremely professional in how he handles my accounts and investments. As a small business owner, I also work with RPA on the business side and the wealth of knowledge and advice I've received has been monumental. Beyond RPA's services, Joshua also has a l
I have worked with Brent Pasqua and currently with Joshua Winterswyk for about 10 years and feel comfortable that my financial status is in good hands. Office personnel are helpful and can always be counted on for prompt attention.
When we first started working with RPA Wealth Management, Brent has worked hard to understand what our financial goals are and what we felt comfortable with in regards to investment and risk. Working with RPA Wealth Management was a decision we are glad we made and has allowed us to do the things we want to do in retirement.
I have been a client of Brent Pasqua at RPA wealth Management for several years and I am so grateful that I have Brent guiding me in managing my finances and my retirement plan. He is professional, extremely knowledgeable and very thorough in his approach to financial planning! I noted immediately that he made a point of listening to my concerns in estate planning and answered all of my questions without hesitancy! I truly feel that because of his guidance in appropriate investments and 401 k managemen
Evermont Wealth provided a comfortable atmosphere for my spouse and me to talk through our goals and challenges. We are happy to have found them.
I've been with Brent and the RPA team for about 8 years now. I wouldn't trust anyone else with our assets. They are highly professional, provide regular updates when I need them and give the kind of detailed reviews I want so I know exactly where my money is invested and why. Highest recommendation for this company.
My husband and I have been clients of RPA for several years and Brent has provided excellent investing advice for retirement. We highly recommend Brent Pasqua and his staff at RPA.
RPA Wealth Management is absolutely the best in service and results. I can't speak highly enough of the team. Their podcasts are informative and entertaining too. These guys are my heroes and I know my hard earned money is in the right place and being looked after.
RPA is an impressive well prepared and well organized group of wealth management executives. We are very happy with Josh Winterswyk handling our investments and making us money. Thanks to RPA to RPA!
"Working with Evermont gave us the confidence that our retirement funds were being managed in the best possible way.
Great people who are really concerned about your financial stability.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.