Green Leaf Business Solutions

Green Leaf Business Solutions

Reviews Summary

Customers consistently praise Green Leaf for exceptional payroll and HR services, highlighting outstanding support, responsiveness, and professionalism. Dedicated account managers are frequently commended for going above and beyond, ensuring smooth operations, quick issue resolution, and personalized assistance. The platform is lauded for its efficiency, ease of use, and comprehensive solutions, making it a top choice for businesses. Many reviewers emphasize the team's attentiveness, knowledge, and willingness to help, often describing the service as seamless and reliable.

About This Listing

Business Consulting
Payroll
Tax Preparation
Tax Planning
Sales Tax Compliance
Outsourced Accounting
Small Businesses
Mid-size Businesses
Startups
Individual Taxpayers
Healthcare
Technology
Gusto
ADP
GAAP Compliance
Internal Controls
Risk Management
Complex Situations
State-Specific Experience
Multi-state Experience
Remote Services

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

Business Consulting
Payroll
Tax Preparation
Tax Planning
Sales Tax Compliance
Outsourced Accounting
Small Businesses
Mid-size Businesses
Startups
Individual Taxpayers
Healthcare
Technology
Gusto
ADP
GAAP Compliance
Internal Controls
Risk Management
Complex Situations
State-Specific Experience
Multi-state Experience
Remote Services

Contact Information

Address

410 S Melrose Dr #207

Vista, California 92081

Hours

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

Customer Reviews

We?ve been using Greenleaf for our payroll services for the past four years, and I can confidently say it has been one of the best decisions we?ve made for our business. Not only has the payroll process been streamlined and efficient, but the customer service has consistently exceeded our expectations, thanks in no small part to our incredible payroll account manager, Joscelyn. From the moment we started working with Joscelyn, she has been nothing short of exceptional. Her professionalism, attention to det

Our experience with Green Leaf has been great, especially thanks to the outstanding support from our payroll account manager, Joscelyn Regalado. She is always incredibly responsive, knowledgeable, and takes the time to walk me through processes to ensure I fully understand them. I truly appreciate her dedication and willingness to assist whenever needed. Additionally, the implementation and onboarding teams were great to work with, helping make our transition as smooth as possible this last year.

I am extremely impressed with Perla Pena, the associate assigned to me by our payroll provider, Green Leaf. She has been incredibly responsive whenever I need assistance, always providing prompt and clear answers to any questions I have. Her professionalism and attention to detail have made managing payroll so much easier. It's clear that she genuinely cares about providing excellent service, and her support has been invaluable. I am grateful to have her as my point of contact and would highly recommend h

We've been using Green Leaf Business Solutions for payroll services for the past few years, and they have truly streamlined our payroll processing. Nick Konat, our Payroll Specialist, has been a fantastic asset?always ensuring our needs are met with professionalism and efficiency. The support we've received has been excellent, and we couldn't be more satisfied. Thank you, Green Leaf, for your outstanding service! All About Wellness - Sacramento, CA

Greenleaf has an amazing team! They are incredibly attentive and thorough. Their communication is excellent, and they resolve situations quickly. I love that they provide one comprehensive platform and solution for the cannabis space. Thank you all for always being amazing and helpful! Perla, Haley, Brendan, Conor, and Jade are fantastic!

The Green Leaf Business Solutions company has been our savior for all our payroll needs. My contact, Brittney, is always available and responds quickly to any issues I might be experiencing. She really cares and is always there with any assistance I might need. As a General Manager, I have many "hats" to wear. and its great to have their services a click away for all our payroll needs.

I can't thank Julie enough for all the help she?s provided with payroll. She goes above and beyond her duties to ensure everything is accurate and on time. Her dedication and support have made a huge difference in my work, and I truly appreciate her efforts. Highly recommend her and the Greenleaf team!

I just wanted to take a moment to reach out and share how impressed we've been with Julie's work. She has been doing an amazing job assisting us with payroll?always responsive and incredibly helpful. The transition after Kevin was seamless, and overall, GreenLeaf has been one of the easiest payroll platforms I?ve had the pleasure of working with.

Green Leaf does a great job of taking care of my payroll. Having a dedicated account rep is great- Perla Pena is very responsive and helpful. They've gone above and beyond helping me figure out how to deal with some state regulations and requirements.

Working with Brittney at Greenleaf has made payroll processing a breeze. She is consistently professional, efficient, and always available to address any requests or last-minute changes. Whether it's handling complex payroll issues or managing sudden adjustments, Brittney makes the process smooth and hassle-free. Her prompt responses and attention to detail ensure that everything runs on time, every time. It's clear that she takes pride in her work, and her dedication to providing excellent service has been

This is a great payroll system. Very easy to process, reliable and very efficient. Britney Penaflor, our account representative has always been very helpful through the process since we switched from ADP to Greenleaf. She is very knowledgeable, always very attentive and provided us with the best customer service. Britney went above and beyond every time we had some payroll issues or questions, took our calls without delays and always solved our issues. Very happy with her services.

Brittney Penaflor is a great support partner for us here at Gold Flora. She is quick to respond to our requests and follows up with resolutions. Our company went through a complex merger and her ongoing support with our payroll questions and issues have made it easier for our HR and Payroll team. Thank you Brittney, we appreciate you so much!

I have been working with Joscelyn R for around 5 years. She is the best and makes working with Greenleaf simple and easy. Joscelyn is always available to take my calls and has completed everything we have asked of her immediately and with no issues.

Working with Perla Pena as my payroll specialist has been nothing short of pleasure. Green Leaf Business Solutions is an exceptional payroll company, that's always ready & willing to help at the drop of a dime. I can not begin to explain the headaches that Green Leaf, specifically, Perla P. has saved me when running my newly opened business! Many thanks, as always!!

It?s been a pleasure to work with Brittney who manages our payroll services at Green Leaf. She has always been dedicated to solving all of our needs. The GL team provides the highest level of client services which includes being prompt, efficient and friendly.

Marisol, Ryan, Kendra and every single person I have worked with from the Greenleaf team has been personable, professional, friendly and amazing! 10/10 recommend them, especially over big box payroll companies who only see you as a number. Greenleaf offers personalized assistance, and you are supporting a small business all at once. It is a win/win. :)

Highly recommend Greenleaf as a payroll provider & anything HR related. Brittney P. who is my assigned payroll specialist has always answered all my questions in timely manner. The whole team that has been assigned to my company has been helpful. Couldn't be happier with the service they provide!

Adam is an absolute rockstar! As our payroll representative, he?s consistently responsive, knowledgeable, and incredibly helpful. Whether it?s answering questions or resolving issues quickly, Adam always goes above and beyond. It?s clear he genuinely cares about his clients, and it shows in the level of service he provides. We truly appreciate all he does?thank you, Adam!

Joscelyn has been such a pleasure to work with. She always has such a good attitude. She manages to always provide me quick results for all my requests and/or makes sure to find resolutions even if it was something she herself didn't know at that moment. She reaches out to the other departments herself and follows up with me. I work with many third parties and Joscelyn is by far the best rep I am currently working with. :)

Greenleaf has been great payroll solution in so many ways for us. Especially Brittney who is charge of helping us on our account. Always with a great attitude, never has a problem with helping us. Def one of the best decisions we made switching to Greenleaf!

We have been with Green Leaf since 2023. Their payroll services are seamless, efficient, and reliable, ensuring we never have to worry about payroll processing or compliance issues. A considerable part of our positive experience is thanks to Joscelyn R., our payroll representative. She is an absolute rockstar, dedicated, professional, and incredibly detail-oriented. Joscelyn consistently goes above and beyond to ensure everything runs smoothly, addressing any questions or concerns with precision and care.

The customer service and experience I have had with Christine Hillebrand have been nothing short of outstanding. She is amazingly patient and kind. Christine goes above and beyond to make sure things are taken care of correctly. I would recommend working with Christine on any account. Thank you, Christine, for all your hard work!

Julie Heredia, our go to account specialist, is always available and willing to help with any requests. If not confident in response she will research and confirm correct actions. We have also worked with tax team and have very positive results.

Green Leaf has been an excellent company to work with the customer service is always helping resolve any issues. Reanan Diaz, Amber Sims and Adam Cuevas have been excellent team members and I enjoy working with them.

Green Leaf has a great team that handles every question we have appropriately and quickly. Brittney is great and easy to work with. No matter the situation, they have it covered.

"I've had the pleasure of working with Green Leaf for our payroll and HR needs, and I can't say enough about the outstanding service they've provided. The team is incredibly professional, efficient, and dedicated to ensuring everything runs smoothly. However, I must give special recognition to my payroll specialist, Brittney Penaflor. Brittney has consistently gone above and beyond in every aspect of her role. From her attention to detail to her prompt responses and willingness to help with even the smalles

Brittney and Greenleaf are the best! They make payroll and HR super easy and streamlined for our business. I highly recommend their services.

We moved to GreenLeaf two years ago and the support from the GreenLeaf team has been awesome! We look forward to utilizing more the HRIS system has to offer.

greenleaf payroll solutions team are extremely helpful and knowledgeable. they have ensured that any issues we encounter are handled thoroughly and promptly

Ive left a good review for the services received following a tax issue that was handled for us and also wanted to leave a review for our account manager, Adam, for all the help and being present over the years!

Love this company! Joscelyn is very helpful and always on top of it. I appreciate her timeliness and attention to detail.

Marisol has been a wonderful to work with and is always there to help me whenever needed. Hopefully, we get to keep her!

Christine is always super personable, helpful, and very prompt to return any messages or questions if she is not available at the exact moment.

Great team! Great service! Best payroll experience I have had in 30 years of managing payroll.

Adam Cuevas is responsive, polite, and professional. I highly recommend his services!

Fantastic service. I highly recommend Green Leaf for any of your payroll or HR needs!!

Brittney at Green Lead has been extremely helpful and kind with any questions I?ve had.

excellent customer service support from the tax department! this was something our last payroll company was not able to provide

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.