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Grimsdale Financial Solutions

Grimsdale Financial Solutions

Reviews Summary

Customers consistently praise the service for being fast, efficient, and stress-free, with many highlighting the professionalism, knowledge, and responsiveness of the tax preparer. Reviews frequently mention quick refunds, clear communication, and a seamless process, often noting how the service alleviates tax-related anxiety. Many clients appreciate the personalized attention, thorough explanations, and accessibility, with several recommending the service to friends and family. Long-term customers emphasize reliability, honesty, and consistent excellence over multiple years. The overall sentiment is overwhelmingly positive, with frequent mentions of convenience, accuracy, and trustworthiness.

About This Listing

Bookkeeping
Business Consulting
Tax Preparation
Tax Planning
IRS Representation
Small Businesses
Large Enterprises
Individual Taxpayers
Remote Services
Years of Practice
CPA License

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

Bookkeeping
Business Consulting
Tax Preparation
Tax Planning
IRS Representation
Small Businesses
Large Enterprises
Individual Taxpayers
Remote Services
Years of Practice
CPA License

Contact Information

Address

8383 Wilshire Blvd Suite 800 Unit 1

Beverly Hills, California 90211

Visit Website Call Now Get Directions

Hours

Sunday 9AM-1PM
Monday 9AM-5PM
Tuesday 9AM-5PM
Wednesday 9AM-5PM
Thursday 9AM-5PM
Friday 9AM-5PM
Saturday 9AM-1PM

Customer Reviews

I?ve been working with Geoffrey for my taxes for the past three years, and he has consistently provided exceptional service. He is always professional, efficient, and knowledgeable. I highly recommend him to anyone in need of fast, accurate, and reliable tax assistance.

Geoffrey is professional, thorough, and always goes the extra mile for his clients. This is my third year filing with him, and he consistently keeps my best interests in mind while staying fully compliant with all tax laws.

I had an excellent experience with Grimsdale Financial Solutions. From the very beginning, Geoffrey, was professional, attentive, and incredibly knowledgeable. He took the time to explain the entire process in a way that was easy to understand, which gave me peace of mind. He ensured all my deductions were maximized and that I was getting the best possible return. I really appreciated his thoroughness and responsiveness to any questions I had along the way. I highly recommend their services to anyone looki

Filing taxes can be dreadful, but Geoffrey makes the whole experience super easy flowing from start to finish. He has always responded to me in a timely manner and answers all of my questions. Its also a plus that he always checks in and asks how I?m doing and has great advice all around!

Great experience. Geoffrey is very informed and was able to get my taxes filed. The process was very easy and he helped file everything correctly. I am recommending him to all my friends and family. 10/10!!

Geoffrey is awesome! He makes filing taxes quick, easy, and convenient. He?s always a call away and answers your questions to keep your mind at ease. Have been using his services for about 5 years now.

I've been getting my taxes done at Grimsdale Financial Solutions for the past three years, and I couldn?t be happier with the service. Geoffrey has been handling my returns, and he?s incredibly knowledgeable, efficient, and thorough. He takes the time to explain everything clearly and ensures I get the best possible outcome. The entire team is professional and responsive, making the tax process smooth and stress-free. I highly recommend them to anyone looking for reliable tax services!

I used to always worry about taxes, filing dates, and all the details at the start of each year. But after meeting Geoffrey, the process has become seamless. He really takes the burden off my shoulders, is highly communicative, available, and professional?qualities that are hard to find these days.

Geoffrey is awesome! He had all the answers to my questions and the process was fast and easy. Would 100% recommend him if anybody needs their taxes done!

Geoffrey is the tax guy to see during the stressful tax season. Not one question went unanswered. Taxes were filed quick and refund received within the timeframe he provided.

Geoffrey is amazing! He helped me set up my S Corp, answered questions whenever I had them throughout the year, and does my taxes. I highly recommend Grimsdale Financial Solutions!

Geoffrey is great at what he does! He ensures I have the least amount of stress when doing my taxes. Highly recommend

Reliable, fast response times, amazing quality, accommodates to those who can?t meet in person, punctual, and overall honest! I?ve been getting my taxes done by Geoffrey for 3 years now, and any question you have he will take the time to listen and answer for you. He gets you right in the door immediately and within less than half an hour he?ll have you out, and your tax return ready to go. It?s hard to find honest hard working individuals like himself, so don?t hesitate whether you?re late or on time he?s

Always great service from Geoffrey. He takes the stress away from doing taxes. He is honest and very efficient.

Tax refunds came in quick! Brother my family and two friends. Reliable and quick Thanks to Geoffrey I have a good understanding of taxation and its bylaws. Highly recommend!

Geoff, has been extremely helpful with assisting in my corporation?s setup and management of finances. He is very accessible with any questions I may have. I would highly recommend Geoff to anyone looking for Financial guidance and management.

I was nervous doing my taxes for the first time ever but Geoffrey was an amazing help. The process was easy and fast. 10/10 honestly

I got my taxes prepared by Geoffrey and couldn?t recommend him enough. He was able to get me a big refund and was quick and accurate.

Mr. Grimsdale was really nice with helping my financial situation. I'm a college student that doesn't make alot of money and I wanted someone who can do my taxes. He offered affordable options and worked with me. I was referred by a friend of mine who said he was and quote "the greatest man to ever live" I'm grateful to Mr. Grimsdale and his passion to help those in need of tax preparation.

Geoffrey was great! His professionalism is admirable. Will definitely be reaching back out for additional financial services.

I have been coming to Grinsdale Financial Solutions for 2 years, amazing customer service, never had an issue. My taxes were done fast. He explained everything to me and answer all of my questions. 10 out 10!! I would recommend to anyone who needs their taxes done

Geoffrey was very helpful!! Quick and easy process he was open to answering any questions. Easiest year doing my taxes!

I absolutely love my experience with Grimsdale financial solutions Geoffrey is so professional and any questions I had he was able to answer and put my mind at ease. I would definitely recommend him!!

Grimsdale financial solutions , is the only people i trust to do my taxes . Fast and easy . Got my rebate and i plan on only doing my taxes through this company.

The best and fastest tax service you can get! He is reliable and efficient?and an enrolled agent too. A triple threat, woo! ??

Geoffrey is the perfect man to help you with your taxes! Simple and easy process and go to guy for every year!

Fast and easy service. Uploading my documents was easy and stress free. Recommend to everyone who has a busy schedule. Love the zoom option.

He knew all the questions to ask me to get the fairest refund for me. He made taxes so relaxed and un-influential, I enjoyed doing my taxes.

Been doing my taxes with Mr. Grimsdale for about two years and I love how well he communicated with me through the process.

Geoffrey provided me with great and speedy service. He got me a big refund.

Fast and reputable service! I?ll definitely be coming back here year after year

Great service and very professional. I would recommend to all my friends and family

The process was fast and efficient. 10/10. Will do again.

Fast and effective service. Friendly and helpful

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.