*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.*
2650 Camino Del Rio N #210
San Diego, California 92108
Anna has been an incredible asset to my husband and me as we began our financial planning journey. She's extremely knowledgeable and takes the time to patiently walk us through every concept and strategy, making sure we feel confident and informed every step of the way. Her guidance has brought us such peace of mind, and we genuinely feel empowered about our financial future. I would highly recommend Anna to anyone looking to build a strong financial future!
We're so thankful we found our financial advisor! She truly understands the dynamics of military life and how every penny counts. She's been incredibly patient and supportive as we work to pay off debt, build savings, and plan for retirement. What we appreciate most is that she's never been pushy just encouraging, knowledgeable, and always focused on what's best for our situation. From her checklists and check ins, we feel more confident and hopeful about our financial future thanks to her. Highly recommend
Anna always goes above and beyond for myself and my family! She is a great advisor who is always prepared for the meetings and will provide plans for multiple situations depending on your life?s goals! If you have any questions, she will take time to explain and not try to push you into something you are uncomfortable with! Cannot recommend her enough! If you're on the fence, give her a call and see what she's able to do for you!
After previously less-than-fiducial financial services with another servicer, we finally found Anna Beasley of First Command Financial Advisers and haven't looked back since. With a keen eye on her clients' welfare, we came to quickly trust Anna as our guide through the often-seemingly arduous choices of investing, savings, and insurances, to name a few. Anna has continuously gone above and beyond in her diligence and dedication to effectually safeguard our financial future.
We met Anna and about 2 years later went into business with her. She is attentive and invested the well-being of our family. If you don't already have a Financial Advisor, it won't hurt to schedule a meeting and see if she is a good fit for your family.
Anna Beasley goes way above and beyond any financial planner I've had. She truly cares about you and your success!! She takes the time to explain any issues/questions I have, in a way that I can truly understand and that eases my worries. Being in the military comes with many administrative burdens and it's been a lifesaver to have Anna alleviating all of my financial concerns!
Anna is wonderful! She is so knowledgeable and patient when it comes to teaching her clients not only about the what is happening but, about the why things are happening. 11/10.
Anna is an excellent financial advisor who makes sure to understand our needs, wants and desires to best support us when it comes to finances. I always look forward to our meetings due to Anna's friendly and caring approach, and appreciate the fact that she clearly explains the options available and empower us to make good decisions.
I had the pleasure of meeting Anna Beasley as pure coincidence. She's a fantastic human and a superb financial advisor. She takes the time to get to know you before diving into what she excels in, which is providing sound financial advice based on what is important to the individual. She is a great communicator and she has worked hard to ensure I am setting myself up for long term success not only for myself, but for my family. I cannot recommend her enough, and will tell anyone who listens about how she co
I have been with First Command Financial Services since 2022. From the start, Anna B listened to my concerns and goals. Close to two years later, she not only has put me closer to my goals(sooner than I would have reached them on my own) but has also put me at ease with where I'm at with my finances as well as preparing for retirement. She has been a true blessing as an advisor and friend. Even after I transferred to the other side of the states, she is always there to support my questions, ideas, and think
Highly recommend Anna and her team! My husband and I had minimal knowledge of investing and Anna has been wonderful with strategizing how to meet our short term and retirement goals. She is personable and explains everything thoroughly.
Had the pleasure of having Anna Beasley as my financial advisor! She has been very helpful and always takes the time to explain things very clearly and professionally regardless of your financial background. Through First Command and her advice, I have gained a better understanding of my finances and grow more confident in building wealth for my future. I recommend everyone to contact Anna as a financial advisor!
Anna is amazing! She is by far the best financial advisor I've had. She was able to identify areas I needed to work on as well as build a realistic plan for me, in an extremely efficient matter! My fianc? started seeing her as well, and because of her we are building a solid financial future together!
I learned about First Command at an active duty pre-deployment conference and decided to learn more about career opportunities in financial advising. I have always been interested in that career field so I made an appointment to meet with Anna to discuss that as well as financial advisement. She opened my eyes to more than just what I could do, but what she could do for me and my family. She helped us secure our financial and insurance future. She is not only a financial advisor, but a fiduciary, and cares
Anna has shown an active interest in making sure our family is set up with the best plan for my family. She doesn't do anything halfway. She has put in the work to be knowledgeable with her financial advice and she knows just how it fits with the military life. She has also been extremely patient with all the questions my husband and I cook up. I would absolutely recommend her to all my friends.
Anna is invested in our families future. She is very knowledgeable and has resources to help reach our financial goals. Highly recommend her if you are in the market for a Financial Advisor.
Anna is so welcoming and a great advisor! She really takes the time to explain things to me and help me get on the best path for my future. Highly recommend her!!
First command saved my future. If you grew up with money issues or have no idea how to manage you money (be honest with yourself) do this!! Young military people need this! You will not regret it at all! I have not only learned so much but have earned so much! Let the stress go and have that go to person to help and manage your money. Don't miss any more opportunities for earning more! Anna is amazing, she build personalized bonds with clients and you can tell she is not in it for the money but to make you
Anna Beasley was a super knowledgeable and friendly financial advisor to work with. Always welcoming and really was interested in what was best for her client. I would recommend her to anyone!
Anna has been incredibly helpful for me and my husband. She's warm, kind, and extremely knowledgable. Would highly recommend!
Anna is always punctual, professional, dependable, and knowledgable!
Excellent financial advisor, have known her for over 30 years. Will set up the plan that's right for you.
I decided to seek help with my finances. I wanted to invest, start retirement savings, and prepare for my future. I was referred to Anna Beasley. I met with her. She is the reason why I went with First Command. I am better prepared for my future. Anna is honest, kind, genuine, and an active listener. I am grateful for her advice in explaining, exploring, planning, and helping me put my money to work for my future.
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.