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First Command Financial Advisor - Abigail Woods

First Command Financial Advisor - Abigail Woods

Reviews Summary

The consensus highlights exceptional service, with consistent praise for the advisor's expertise, patience, and ability to simplify complex financial concepts. Clients appreciate her personalized approach, professionalism, and dedication to long-term success. Many note significant improvements in their financial literacy, debt management, and retirement planning, often recommending her to others. Her relatability, clear communication, and genuine care for clients' well-being stand out, earning unanimous 5-star ratings. Reviews emphasize transformative results, from overcoming financial struggles to achieving stability, with many expressing gratitude for her ongoing support and strategic guidance.

About This Listing

Tax Planning
Budgeting
Forecasting
Financial Advisory
Estate and Trust Tax
High-net-worth Individuals
Risk Management

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 Planning
Budgeting
Forecasting
Financial Advisory
Estate and Trust Tax
High-net-worth Individuals
Risk Management

Contact Information

Address

2650 Camino Del Rio N #210

San Diego, California 92108

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

Abigail is such a blessing. I was in such a financial rut that I never thought I would recover from without years of repair. She has been amazing designing plans for me to be able to comfortably take my finances back again in less than a year. She's extremely professional and very communicative. I can safely say that she is one of the best financial advisors you will ever have. Highly recommended and look forward to having her as my advisor for years to come.

Abigail is genuinely one of the most personable and knowledgeable people I've worked with. She broke everything down in a way that actually made sense and took the time to walk me through my options without any pressure. Super easy to talk to, really sharp, and clearly knows her stuff. Highly recommend connecting with her if you want someone who actually cares about helping you long-term.

I reinvigorated my relationship with First Command in the wake of unexpected life events, and Abigail was the nurturing and calming voice that made this transition far more manageable. She pours her heart and soul into helping clients with the highest degree of professionalism and zeal. Throughout my 26 years with First Command I can say without pause that she is the best and most supportive financial specialist I have worked with across 4 geographic locations. 5 stars plus!

Abigail has been my advisor for over a year now and I have nothing but praises sent her way. She is easy to talk to, super relatable, and knows what she is doing! In the words of my husband "I wish I had found you earlier"! She has helped us plan for future gains and a solid debt pay-off plan (in detail) for my husband. She's the best!

From day one Abigail?s been super helpful, knowledgeable in her field and a patient teacher, getting me up to speed and financially literate. Anytime I talk to a service member without an advisor I immediately send them her way and they've had nothing but praise in addition to my own. 10/10 have and will recommend again!

Let's talk about someone that cares about your funds probably more than you do! Abigail Woods was amazing to work with. She gave me insight that I probably wouldn't have gotten elsewhere. I truly appreciate the dedication and time she put into assisting me with what would work best for me. If you are looking to enhance your financial situation, and security for your future Abigail is your go to! Thank you so much, you are appreciated and deserve 10 stars ?

Abigail is the best! She answered all my questions thoroughly regarding finances. Im new to investing and budgeting and she got me in a solid plan that keeps my finances on track. I always recommend her to my friends! She's knowledgeable and very helpful!

Abigal Woods is an incredible advisor and a good listener. She has helped me put things into perspective and prepared me for great things in the future.

I couldn't have asked for a better financial advisor! Abby has been amazing with helping us get financially prepared for retirement.

Abigail helped my partner and myself set us up for financial success!! It was a pleasure working with her!!

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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