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Financial solutions management

Financial solutions management

About This Listing

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.*

Contact Information

Address

408 Sunrise Ave #7

Roseville, California 95661

Visit Website Call Now Get Directions

Customer Reviews

Kat is a true wizard of her financial arts! She leaves no stone unturned in search for the best deal and best approval odds for her clients. Yet she is 100% prudent and will never let you borrow more than you can actually handle. Her attention to detail, her patience, her focus, and her thorough knowledge of the industry are truly spectacular. Plus, she is a wonderful person with a great sense of humor, so even dealing with something as stressful as personal finances, you will have a great time. I truly bel

Kat is amazing!! When we decided to buy another house, we went on a Saturday to an open house. We loved the house, called Kat on Sunday and within hours she had a offer package together. Unfortunately they didn't take our offer. But getting the package together only made it easier when we found another house that the seller needed a fast turnaround time. (Prior deal fell through and they needed to close or they wouldn't be able to get the house they wanted.) Kat and Aisha are a great team if you need a Re

Kat is a highly knowledgeable ally to have when you are financing your property. I've worked with her twice and have felt that she worked diligently to get me the best mortgage rates with lowest closing costs. I highly recommend her with utmost confidence!

Kat has helped me over the course of several years to prepare for home ownership. Her newsletter has up to date market information, and she is always willing to talk through ideas with clients. She helped me the most with credit monitoring and keeping a close eye on my financial trajectory. I'm grateful for this service!

Kat has handled multiple mortgage transactions for me and I could not be more satisfied! I have done refinancing as well as new home purchases and she so efficient. I have recommended her to all my friends and family members. She has all my future business as well.

Kat was amazing to work with! She was a tremendous asset when we were refinancing our home. She just knew the when, how and how much of everything and got us a sweet low rate. Also she was super generous with her time and did not mind calls on evenings and weekens to acommodate our schedule. Thank you Kat!

Kat had the utmost professionalism, patience, and kindness when working with me. She always has a cheery disposition and will everything possible to get her client the best deal. I trust her 100% and would use her again in my next real estate transaction!

I found Kat and her team to be creative and responsive to my refinancing needs. Kat is professional and experienced in the role of mortgage broker and you can rely on her to pull the best deal together for your situation.

Financial Solutions Management is one of the best broker/real estate services you can get in the area. I?ve had the opportunity to have Kat Fiorentino re-finance my homes. Just when you think that things are impossible, she pulls her experience and resources together to seal the deal. There are so many real estate brokers but not with the kind of commitment and going the extra mile that Financial Solutions provides. Giving them 6 stars!!

Kat is amazing!! She is very knowledgeable and explains everything thoroughly. She makes sure you fully understand so you can make an informed decision. She is so easy to talk to about your financial needs and works hard to make sure you are getting the best. I highly recommend her!!

In 2003 I responded to a Postcard mailer by Kat Fiorentino from an ad Campaign she had done for her Mortgage business. I had a background in the mortgage business prior and I was in a different business then and was searching for a Refinance of my previous purchase loan. I knew many loan officers and had already got mortgages from two other friends in the business in years prior. I called kat on the phone and we talked about my Mortgage needs and I knew in the first five minutes on the phone that kat is bes

Kat is amazing, she goes above and beyond for her clients and gives them a more personalized experience. I was a mess in the home buying process when I met her, and she has helped me so much to guide us in the right direction, she is always will respond and does not leave you hanging..

We worked with Kat on 2 of our refi's. She is extremely knowledgeable and HONEST. She told us when things didn't make sense to pursue. I trust Kat 100% and plan to go to her for any future financing opportunities!!

Financial Solutions helped me with two home loan transactions. The first loan was my first house, an FHA loan and bundled with a couple other programs, which almost seemed impossible but Kat made it possible!!! A few years later, needs changed and we phad to purchase a different home. With one of us homeowners working two full time jobs, it was a struggle to get approved but again, Kat pulled it off. With less than conventional income situations- and bundling multiple programs? Kat made our homeownership dr

This was our very first home purchase. Kat made us feel like we had someone who cared just as much, sometimes even more, about getting us into the perfect home. We appreciate all your hard work, patience and kindness.

Kat is an awesome lender who is not only knowledgeable but gets the job done, with her forward thinking and tenacity. She provides excellent customer service and I would highly recommend her services. Cindy Geiser

Kat and Aisha are the best to work with. There communication is best to none. There is no pressure and they genuinely want what is best for your. We look forward to working with them in the future. Thank you Kat and Aisha for all you do!

Kat is an ultimate professional?knowledgeable, prompt, attentive and realistic. Most important, she focuses on the client?s needs.

When we decided to re-fi , Kat and her team were there for us from the moment we decided to do it to the end. If you are looking for lending or re-fi assistance, this is your team!

Very helpful and always happy to help and listen our concerns. We are forever grateful for Financial Solutions for helping us getting our first house.

Kat has your interests at heart .... I know this because I have utilized her services for more than a decade.

The best! Very professional and efficient with great customer service! Kat F. and her team go above and beyond to help their clients! Highly recommended!

Had a fantastic experience when I refinance my property with this outstanding financial institution. Great job Miss Kat Florentino

Kat is a true mortgage loan expert. Highly recommend!

FSM helped me get prequalified for a home loan, they went above and beyond.I work very long hours and don't get home until 8 pm, they were there at that time of night working with me.

Always very knowledgeable, friendly & customer oriented. I've always received information to help me make the best decisions for me.

Amazing and the best!! Kat is such a professional!!

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.