GPIS Employee Benefits Specialist

GPIS Employee Benefits Specialist

Reviews Summary

The reviews consistently highlight exceptional service, with advisors praised for their deep knowledge, patience, and professionalism in explaining retirement benefits. Clients appreciate the clear, personalized guidance that alleviates stress and provides confidence in planning. Many note the advisors' ability to simplify complex topics, answer questions thoroughly, and offer tailored recommendations. The overall sentiment is overwhelmingly positive, with frequent mentions of gratitude and strong recommendations for their services. A few reviews mention minor room for improvement, but the vast majority emphasize satisfaction and trust in the advisors' expertise.

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

9700 Business Park Dr #300

Sacramento, California 95827

Hours

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

Customer Reviews

Jeff Groves and the entire GPIS team are very knowledgeable and always quick to respond. Jeff answered all my questions. He helped me understand my benefits and thanks to him I didn't make any elections that could have been extremely costly during retirement Thanks Jeff and GPIS.

Bobby Groves is amazing! He patiently went through and explained my retirement options to my wife and me. His positive attitude was very encouraging and really helped to settle our nerves about our retirement plan. His knowledge was incredible and he explained my options so that both of us could clearly understand what we need to do. It's put our minds at ease that we have someone to help us wade through the confusion of what needs to be accomplished and the steps to take to get to the end goal of retir

My Federal Retirement Benefits Specialist, David Jackson, was amazing. Our one on one meeting was informative, productive, and he gave me some much needed information. He was extremely knowledgeable and made sure I understand each step of the process as we proceeded through the analysis. Thank you Davis for putting my nerves to rest and provided me with a much clearer outlook on retirement!

I highly recommend G.P.I.S. And Johnny Gottstein for your retirement benefits plan. He is very thorough and gets you set up and ready for your retirement. I am a Postal Carrier and was told I should go through my union, a good friend recommended I talk to Johnny as he consulted her on her retirement, I am so thankful I followed her advice. He went over everything, came up with an awesome plan that helps me get the most out of my retirement. He is very friendly and you feel comfortable right off the bat.

Johnny Gottstein is the best! I had no idea if I would be financially able to retire from the USPS and a coworker referred him. Had I chosen the date the USPS gave me, I would have lost quite a bit of money. He is extremely knowledgeable, he explained everything in detail, and he's always available if I have any questions. I refer him to all my coworkers!

Randy Jones was excellent with my retiring papers explain it all so easy. And walked me through it he worked on his computer and my at the same time. I really appreciated without him I will me stock. THANK YOU

After being referred by a coworker, I reached out to GPIS representative Randy Jones for information regarding my retirement. On every level Randy went above and beyond to make our meeting easy. Randy has incredible knowledge of federal benefits and financial tools and explained it in a manner that I could clearly understand. He took the time to answer my questions and made recommendations based on my specific scenario. I am now comfortable knowing what to expect when my retirement becomes a reality. M

Bobby Groves really did a great job helping me with my paper work for retirement. He explained everything clearly. He is very easy to talk to and always available if I had questions Before and after our meeting. Thank you Bobby. Your awesome.

I'm so happy/relieved to have found Jeff Groves to help me with my retirement plan. At age 64 I see it coming soon and it's exciting but overwhelming too. Jeff is extremely knowledgeable and explains everything clearly. He listens and works with me without pressure. He is super positive and personable Jeff is my GoTo guy! I wouldn't go to anyone else and I will recommend him to anyone who needs retirement/financial advice He is the Best!

Bobby Groves really helped to put my mind at ease as retirement draws near. I've never had a good grasp on how it all works, but after spending time with Bobby I feel much better. He is incredibly knowledgeable and sincere in his desire to help navigate this huge step. I can't wait to work with him moving forward! Thanks Bobby! Sincerely, Robert Blackwell

My dad is retiring within the next 6 months and it has been stressful trying to plan out how it is all going to work. We just had a meeting with Bobby Groves and he was amazing! Was very knowledgeable and helpful. Definitely put us at ease and made himself available for any questions we have coming up, which I am sure we will!

Robert Groves was very knowledgeable and professional. I feel that with the information he gave me about retirement I can make a better decision. He was friendly, detailed and easy to talk to. We talked about FERS, Social Security, Life insurance and TSP. I love all of the information that he shared and he was very detailed. I highly recommend Robert Groves if you are thinking of retirement.

I just finished my meeting with GPIS rep. Mr Randy Jones and I am sooooo glad I had the meeting. I had a few questions for him concerning my retirement and he walked me through them and set my mind at ease. He was very knowledgeable and very professional. I would highly recommend him and GPIS if you are planning to retire! Thank you again Randy you were very helpful.

Bobby Groves is a pleasure to work with and extremely knowledgeable. He has given us as much of his time as we needed to understand all the options available to us for retirement from the USPS. He helped my husband and me navigate the confusing and lengthly process. We would highly recommend him!

very friendly, knowledgeable and professional. Matt Davis is amazingly helpful and makes the process go very smoothly.

Over my lunch hour, I just had a wonderfully informative meeting about my federal retirement plan. Randy made me feel very comfortable as we talked over all the financial attributes that flow into my personal retirement plan. He answered my many questions and was very patient!! I hope you have an opportunity to work with Randy as you work toward your retirement goals.

Matt was wonderful during our meeting. He walked me through everything so that I could understand. He was easy to talk with and answered all my questions. Prior to the meeting, I felt I had a good understanding of my situation and yet he was able to give me valuable tips and tools to improve my financial position. So happy that I did the review.

I had a meeting via zoom with Bobby Groves to go over my retirement benefits. Bobby was so great! He was extremely knowledgeable and presented various options for me. Although I am not ready to retire, it is never to early to plan for the future and Bobby was so very helpful with explaining FERS. Thank you Bobby Groves!

I am a 40 year Postal employee who is retiring in December and I just wanted to say that my wife and I were so very happy with the help and guidance that we received from Ben Koltun, our Federal Benefits Specialist. He personally met with us on more than one occasion and made himself available to us by phone whenever we had a question or concern. If there was anything he couldn't answer immediately, he was kind enough to find out and get right back to us. We can't thank him enough for making the process a

This is Roxanne Walkowiak, I just want to say Jeff Groves is a God send about helping me with all my retirement questions. I like to give Jeff Groves a ?? stars ?? for all time and help he has giving me to organize my retirement plan, he is walking with me every step of the way to get me on the right track for my future. You are amazing at your job keep up the great work. Best Regards, Roxanne Walkowiak ????

I've been in contact with Jeff Groves about possible retirement since November 2020. His knowledge is unprecedented. We just received notice of an early buy out at work for early retirement. I can't wait to see Jeff soon and get my retirement paperwork submitted. His knowledge of retirement excites me to no end. I can't wait to file for retirement because of Jeff, he knows his stuff!!

I cannot say enough good things about my time spent with Randy today. He was very thorough explaining all the calculations needed to figure out the bottom line. He is very professional and kind. He has the knowledge to make you feel at ease with your retirement decisions. Thanks against Randy. Dennis Kroll

Bobby Groves is an answer to prayer. His knowledge and guidance is unsurpassed. The options available to me are now clear enabling me to move forward in planning for my Federal retirement. Follow-up meetings were also suggested. Superb!! Thank you Bobby!!

Thank you Bobby Groves! My wife and I are both FERS employees. We went to a retirement seminar and learned valuable retirement information, but really nailed down the numbers by sitting down with Bobby the same afternoon. We both came out of the meeting with a solid plan on what we want and need to do to prepare for our retirement. I highly recommend Bobby and GPIS to assist with any questions you have about your FERS benefits.

Bobby visited us to explain how retirement will look like. We came away with knowledge that he explained in very easy terms. Our questions were limit because he did a good job in explaining. He was a pleasure to visit with. We hope to see him again in a couple of years.

I spoke with Matt today concerning my retirement benefits. He is very knowledgeable, professional, patient and explained everything to me in a way I could understand. He opened my eyes to a lot of things that I had some knowledge to but provided way more information. This experience was great and I am so glad I had this opportunity to had someone speak with me to provide me a better understanding of my future.

I had my first meeting with Bobby Groves. He's very helpful and knows how to make the most out of my benefits. I'm very grateful to have him in my corner.

Bobby Groves is by far the best benefit specialists. I have to say he is an expert in his field and goes out of his way to insure that most out of your retirement. Bobby takes his time to answer all your questions and even show you where the information is located. I am the APWU Local President for IT/ASC in San Mateo Ca. and I have used Bobby Groves for many of our seminars. I have had so many people tell me how thankful they were to have Bobby help them retire out. GPIS is a wonderful company and they

I met Johnny Gottstein at one of the Convention. There were several of the financial institutions who gave the presentations that day but Johnny was the best of all.He precisely explained how you can invest your nesteggs to live comfortably after your retirement. He is very honest and helpful. I have no regrets..Thank you Johnny and GPIS.

I give my experience with GPIS a strong 5 stars ! I had the pleasure of meeting Randy Jones at a retirement similar, he was excellent on explaining the process to me. And got me on the right path to my retirement. I know if I ever have any questions, all I have to do is pick up a phone. Thanks Randy and GPIS

I have had a great experience with Matt Davis! I heard of him through a co worker and after I heard him I wanted more people to hear him from my job. He is very knowledgeable and he answered all my questions I was happy he was able to do a virtual meeting for my organization NAFE WIN my president was thrilled that he was able to go on zoom! I am hoping to get more people to hear him??

I and my 501 (c)(3) Nonprofit Organization (Women In Networking), plus other invited guests have had the opportunity to share a few of our monthly Knowledge-sharing Events and Webinars, with Mr. Matt Davis as Presenter for Federal Employee Benefits. It has been one of the most rewarding and informative experiences, based on first-hand observances and customer service and participants' comments. Mr. Davis is a very experienced and professional GPIS Employee Benefits Specialists who makes sure individuals

Had a phone conversation with Randy Jones today GPIS employee benefits specialist. He was awesome took the time to explain everything and clarified alit for me. A real truer quote than I had been given before. At the end of it all he offered help anytime and the best of it all he did not try to sell me a thing. Great working with him and I would suggest calling them if you are preparing for a successful retirement

My wife and I met with Johnny Gottstein, GPIS, Sacramento area, regarding my retirement plan with the USPS. He was very helpful, knowledgeable, and provided my options step by step. I appreciate the time he provided and recommend anyone that has retirement questions, give Johnny a call! Mario Melo

Randy was Excellent, he covered benefits overview from AZ thoroughly. Randy us very knowledgeable and allowed me to ask as many questions to make sure I wasnt confused about retiring options. Thank you for assisting, getting me prepared ?

My wife and I pent quit a bit of time with Jeff Groves and he was great and helped me with getting my retirement under way and I will refer him to all of my friends and co workers at the United States Postal service. I am looking forward to working with Jeff as we put all of the pieces together that are a part of me retiring.

Randy helped us fill out our retirement packet. He was amazing. We can go into retirement knowing we are okay. He took the time we needed to fully understand our retirement choices.

Having attended several retirement seminars with other companies, I found GPIS to be the most informed company regarding the USPS retirement. Johnny explained the process, risks and benefits of retirement and gave me a peace of mind and the courage to make my decision. If you have any questions or hesitations regarding your retirement, GPIS will ease your mind and give you sound advice. I rate GPIS an A++ Karen USPS Clerk

Jeff is very personable and very professional. He answered all of our questions and addressed all of our concerns! Jeff is very knowledgeable and we learned a few important things from him. He did a great job and put us at ease. Thank you Jeff!

I feel like if I could offer Matt Davis more than 5-stars, I'd do it. I think 5-stars represents "all expectations suitably accomplished without any compromises". Fine. He gets 5-stars for that. The reason why I'd like to go 5+ or 6 or whatever is because of Matt's unique approach to this process. My wife and I were both immediately comfortable with Matt - it was like having a really smart and trusted brother in law or something like that using his obvious skillsets to try and help us with our preparat

The experience of reviewing my retirement analysis was simple and understandable via virtual means, thanks to Matt Davis. Everything was explained and made so I can understand what I could expect at retirement.

Jeff Groves is knowledgeable, helpful, and very easy to talk to. He is a great mentor for your retirement decisions and planning.

Matt Davis is by far the most knowledgeable federal employee benefits specialist I've spoken to, and there have been many over my 40 year career. Anyone seeking information on their federal retirement can not go wrong with GPIS. My husband and I look forward to working with Matt as we enter retirement.

Johnny was a lifesaver & a tremendous help in guiding me throughout from filling out my retirement paperwork, answering any questions I had, explaining the process & what to expect as well as transferring my TSP account to a Traditional IRA.

Bobby Groves did an excellent job!!! He explained to me all the benefits that available for me for my retirement from the USPS. AAA++

Matt did great job on explaining full range of federal benefits - super knowledgeable and very professional.. complex subject but he has mastered all the nuances. highly recommend

Bobby Groves was very knowledgeable and informative

Ben Koltun was very kind, helpful and knowledgeable. He explained every step thoroughly over the phone and reassured me that I can call him any time I have questions.

Johnny Gottstein was great at helping me through my Retirement Plans and the paperwork that goes with it. I couldn't get a better assistant! Thank You Johnny!

Sam was clearly very knowledgeable. His review was invaluable regarding my preparation for the right retirement plan for me.

Ben Koltun was extremely helpful and very informative. He help my transition into retirement go smoothly. Thank you Ben!

Thank you for all the help that received Johnny Gottstein is a very experienced individual, he help me with my USPS retirement plan, I highly recommend him.

I would give them 6 stars if I could. Bobby Groves helped me through the maze that is the USPS retirement paperwork process! Stress relieved!

Robert Groves was awesome. Explained everything very well... ensured we understood the info about our retirement.

Mr. Randy Jones, is a professional in every sense of the word. Never to busy to help me with my questions or concerns. Thank you.

Jeff is seriously a life saver! He's so kind and extremely knowledgeable, and helpful. I couldn't have done it without him.

One of the best to set me up on the path to making easy to set up a retirement plan for me and others families looking for the future. I thankyou. There the best hand down.

Bobby Groves helped me tremendously. So glad to be helped by someone so lovely and knowledgeable!

Thank you Randy, for all your help! Very good information in helping us toward our financial goals. God Bless!

Matt covered everything that I had been curious about learning. I appreciate the time that he took to explain the details of my retirement.

My experience with this branch is a great opportunity to complete the next phase of life with satisfaction and security knowing that transactions are being taken care of especially during this time of health concerns because of the pandemic.

Friendly, courteous and very knowledgeable about federal retirement benefits. They make it very easy to understand the choices we have to make.

Jeff Groves was very informative, am very excited and looking forward to retirement.

Ben was great - taking the time to explain the information - would recommend him to all my colleagues

Jeff was excellent in going over all options I have to retire. He took time to answer a questions I have.

BOBBY G WAS EXTREMELY KNOWLEDGEABLE AND INFORMATIVE TOLD ME WHAT I NEEDED TO KNOW AND DID IT IN A FRIENDLY BUT PROFESSIONAL MANNER. ABSOLUTELY RECOMMEND MY FELLOW USPS TO GPIS.

Randy in Central Florida is an Excellent specialist and advisor! Thank you so much.

Josh Stecker was very helpful and patient with my questions!!!! It was great meeting with you!!!

He was knowledgeable and was a big help filling out retirement forms.

Excellent Employee Benefits Specialist by providing an overview and helpful tips for retirement.

Bobby was and is the best!!! you gotta work with him you will be very happy!!!

Elvin was very nice and helpful I enjoyed working him.

Great people who know thier stuff. Recommend them for all your needs.

talked to Ben the other day very helpful .. answered my questions on retirement

Very professional helped me understand my benefits and how to start preparing for my future

Ben Koltun is friendly, courteous and professional.

5 stars for Bobby Groves!!

Very helpful, highly recommend!

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.