Financial Connections

Financial Connections

Reviews Summary

Overwhelmingly positive reviews highlight exceptional service, with consistent praise for professionalism, knowledge, and efficiency. Many long-term clients (some for 20+ years) appreciate the friendly staff, timely appointments, and clear explanations. Reviewers frequently mention trustworthiness, reasonable fees, and valuable financial advice. Multiple generations of families and numerous referrals attest to strong satisfaction. A single negative review cited poor communication, but the vast majority describe a seamless, pleasant experience with quick turnaround times and year-round support.

About This Listing

Bookkeeping
Business Consulting
Tax Preparation
Tax Planning
Financial Advisory
Small Businesses
Individual Taxpayers
Real Estate
Healthcare
Professional Services
QuickBooks
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

Bookkeeping
Business Consulting
Tax Preparation
Tax Planning
Financial Advisory
Small Businesses
Individual Taxpayers
Real Estate
Healthcare
Professional Services
QuickBooks
Remote Services
Years of Practice
CPA License

Contact Information

Address

1801 Park Court Place Building F #104

Santa Ana, CA 92701

Hours

Sunday Closed
Monday 8AM-6PM
Tuesday 8AM-6PM
Wednesday 8AM-6PM
Thursday 8AM-6PM
Friday 8AM-6PM
Saturday Closed

Customer Reviews

Randal Owens is awesome! My wife and I have been coming to him for many years for our taxes. We have referred him to many friends. He?s very thorough , detailed, knowledgeable and friendly. He gives great advice on any tax situation you may have. You can trust him 100%.

My husband and I have have been going to Randy for almost 30 years. My daughter's family also goes to him. When my husband died a year ago, Randy was there to help me with all the tax forms that had to be done. The office staff is friendly and very helpful when you call or have questions in the office. Randy is super efficient, organized, and makes having your taxes done a pleasant experience. He takes the time to answer questions you may have, plus he gives helpful suggestions with any financial matte

Randy is great! He is professional, thorough, and on point with providing his customers his very best. He goes above and beyond to advise clients on recommendations that can help the client. He also offers a mid year review to estimate where the client currently is in terms of earnings. I feel completely confident working with Randy as he is extremely knowledgable. His is always on time and I know when I come to him he will be ready to take me. Any follow-up after my appointment is handled with urgency and

Randy is great! His prices are very reasonable and he gets your taxes done within a week or less. I have been going to Randy for past 5+ years and will not go to anyone else. I have referred Randy to friends and family and will continue. He is always friend and happy to see you,which is nice because he appreciates our business.

Randy Owens is a wonderful accountant. My husband and I have used him for over 20 years. From the receptionist to his assistant, you will find a friendly helpful and professional staff. My experience with Randy Owens has always been top notch. He often adds helpful information for future financial dealings. He actually takes time to discuss and explain everything he does for you. I couldn't recommend anyone more than Randy Owens. You will be in very good hands.

I've been going to Finical Connections for 2 years now. The service is great and Randy makes the process fly by. I've also referred a couple of friends who were looking to get their taxes done and we all seem to be on the same page about how fast and easy Randy and his team made it for us. You're pretty much in and out the door in a couple of minutes. It only took about a week for me to receive my money. What a great team!

Randall Owens is knowledgeable, honest, and trustworthy. I have been going to him to have my taxes done for about 6 years now, and have always received great service (not just from him, but his office staff as well). He is always willing to discuss tax and financial issues, not just at tax time, but all year long. I highly recommend him for all of your tax and financial needs!

This last year was our first time using Randy, now I wonder what was I doing all those years without him. I feel I am repeating what everyone else says about him but it is so true. He is knowledgeable. I feel he must study and attend tax seminars throughout the year to know as much about all the new laws as he does. He is professional and friendly, as soon as I went into his office I felt very comfortable and at ease. We are now customers for life. He is our new amigo amigo. thank you randy

Randall Owens is highly professional, knowledgeable, honest, and experienced. Our taxes have been prepared by Mr. Owens for almost ten years, so it is with strong confidence we recommend his firm, Financial Connections. When searching for an accountant to prepare our taxes, it was important for us to find an excellent firm that could find opportunities to minimize our taxes and that is what we found with Financial Connections. A business associate of ours recommended Financial Connections and we were beyo

I was referred to Randy Owens/Financial Connections by a member of my church. I don't make change easily; however since I was unhappy with the people I was using I thought I'd give him a try. I found Randy to be personable and instantly easy to talk to about finances. He made good suggestions and has guided me through what I consider the miasma of tax returns. His staff is always pleasant and the work is accomplished more than timely. I would highly recommend Randy & Financial Connections.

Randy and his staff are the best!!! He was quick, efficient and organized. You are also welcomed with smiling faces every time you enter the office. I was very pleased with my experience and I will be having him do my taxes again this year.

Randy and his staff are very professional and friendly. My appointments are always on time. The fees are very reasonable. I never feel rushed or pressured. Randy is always up to date with the current rules and laws of tax preparation. I highly recommend Financial Connections.

I have used Randy for several years to do my taxes...I was referred by my son who had utilized his services. I have been more than pleased with all business done w/Randy ...he is prompt, professional and responsive! I plan to continue this relationship in the future.

I have used Randy at Financial Connections to do my taxes for over 30 years. If he were not the best person to meet my needs, I would not keep coming back. I would not hesitate to recommend him.

Randy is a delight to work with. I have been going to him for Several years now and cant image having anyone else do my taxes. He does taxed for my entire family. I highly recommend him. 5 Stars all the way :)

My family has been going to Randy for years and we have never been disappointed. His is very upfront and honest and always willing to give great advice. His prices are right on and he is very quick and efficient. I will never go anywhere else, thanks Randy!

Randy Owens is very knowledgeable and has always answered all my questions in terms that I understand. I've been going to him for about 3 years and have no plans on going anywhere else. I recommend him to everyone I come in contact with.

Financial Connections customer 20+ years. WHY you ask? Randy is respectfully competent & reliable, accurate returns, great personal advice, 20+ years no regrets, easy for me to refer Randy Owens to absolutely anybody. Regards, Carl Laughead

I have been with Financial Connections for 31 years, still using their services after leaving California. I highly recommend Randy and his team.

A friend referred me to Randy over 14 years ago and he's been our tax guy ever since. He always takes time to answer any questions and is well informed.

Very knowledgeable and helpful Honest and ethical. Was very helpful with a difficult tax issue. Have been using Randy for over 10 years and will continue to do so. The best.

Been going with Randall for years. He's the man. Smart and efficient. Helpful and perfessional. He's the best in the business.

I have been going to Randy for the last few years. He's very efficient and helpful. He's staff is also wonderful and can answer my questions.

Randy knows his stuff! He has always been very helpful and easy to work with! I am very happy with his service.

Randy and his team do an excellent job. Very Thorough!

Financial connections is a great place to do your taxes. Very helpful and friendly service, I will never go anywhere else!

Worst experience ever... Very unprofessional ... Would email weekly to check on my status wouldn't reply at all... Wouldn't recommned didn't feel vauled as a customer.

Great place to go your taxes and very sound financail avice.

Trustworthy, knowledgeable, gives you time of the day.

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.