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5000 Parkway Calabasas UNIT 202
Calabasas, California 91302
Dina and Elan are amazing! They were patient with us and gave us financial transparency, we have not had in years. I am so glad my husband introduced me to them. I am so grateful that I now get to work with them in securing my family's financial success. Thank you!
After speaking with and planning with Tammy , I feel much more confident and less worried about finances - have learned much in very little time
Working with this company has been such a great and easy experience in setting me up for my future! Sharon especially has been a big help and with her advice, I have been able to set up multiple accounts for future financial success. Her expertise allows for educating conversations about my plans so that I can make sure I am making the right decisions for myself and not just relying on someone else. I've learned so much since pursuing help from this company and I would recommend it to anyone else that is lo
I am blown away by the services provided by Impact Leadership Network. Their professional and caring way of educating and assisting with long-term care and annuities is top notch. They were there every step of the way to help my family feel secure about our future. Leah is such a delight to work with. She is SO smart, kind, honest and genuine. She cares so much and it shows. She has all the answers to our questions and is very patient. Thank you!!!
ILN has been a tremendous help in planning my financial future. They are thorough and professional in their approach and and results. If you are looking for a good advisor let me know and I can refer you to a great one.
As a new financial planner in training, I'm truly grateful for the Impact Leadership Network. Their resources and seminars have been invaluable to my growth. The community is supportive, with mentors always ready to share their expertise. It's a perfect blend of theory and practical insights. Highly recommend for anyone in financial planning!
I don't often take the time to write reviews, but recently leveraged the Impact Leadership Network team for financial planning and just wanted to give them recognition for great service. Working with our advisor felt more like connecting with an old friend than a business transaction; I felt more like a valued relationship than just a customer. Our adviser took time to understand our needs, offer a variety of solutions, and answer all questions. I feel confident that we're on the right path towards meeti
I can't express enough how delighted I am with the exceptional services provided by Impact Leadership Network. Their dedication to assisting with long-term care and annuities has truly impressed me. I am so grateful that the company was there to secure my family's and my future. I also want to highlight the excellent customer service. Whenever I had a question or needed clarification, my mentor, was always prompt in responses and has been incredibly patient. He genuinely cared about my satisfaction and made
I wanted to take a moment to express my heartfelt gratitude for the incredible financial services you've provided me. Your expertise and guidance have been instrumental in putting me on the right path to financial success, and I cannot thank you enough. From the very beginning, it was evident that you genuinely care about your clients' well-being. You took the time to understand my financial goals, assess my current situation, and chart a tailored plan that perfectly aligned with my aspirations. Your abili
From the very beginning, the Impact Leadership Network exhibited professionalism and a genuine dedication to helping me secure my future. Their in-depth knowledge of long term care options and annuities was evident in every interaction. They took the time to understand my specific needs and financial goals, providing personalized recommendations that were tailored to my situation. What truly set them apart was their commitment to education. The staff patiently explained complex concepts and industry jargon
I must admit that I was a bit skeptical before attending my first financial planning information seminar. But I couldn't have been more mistaken. Their team is extremely knowledgeable and helpful. Eddie, our financial advisor, guided us through several options and finally helped us choose the one that benefited us the most. We also learnt a great deal in the process. Looking forward to working with them again in the near future.
I really got valuable financial education through impact leadership network. They went into depth about how money works and the importance of owning your own benefits. They helped me implement a permanent financial solution for myself and my family. There is great leadership and they truly believe in their mission. I highly recommend for people to get this information as soon as possible.
Five stars service! Sharon worked with me and my crazy schedule wether it was night or day. She was able to get exactly what I needed for within my budget. I am so happy that I went through with this process. Sharon really helped me and my family for the long run. I am so confident about my life insurance and that I'm taking care of my family. I highly recommend getting life insurance with Sharon.
It has been amazing working with this group, they have helped me understand various ways to boost my wealth and assets. I am only 1 year post-college and into my career, so I have a lot to learn about financial management and actions to take now to secure myself in the future. However, working with Impact Leadership Network, I feel that I have advisors who are educated in the field, trustworthy, easy to talk to, and who do a wonderful job explaining very difficult concepts to me in a way that is digestible.
I've been meeting with Krista and Deanna for a few years and cannot express enough how much they have taught and helped me with my personal financial situation. They helped me figure out ways for me to manage and pay off existing debt I had. I am currently mostly debt free and manage to pay my bills, as well (which I was struggling to make bills, prior). Not only did this help me to better manage my finances and spending, it also helped build my confidence! I'm so glad I kept up with our meetings and still
I am very grateful to have come across this great community of people, helping me understand the importance of Financial Literacy & Preparation. I am new to the industry, & they have provided a clear path for me to pursue a secure future in this industry to become a Licensed Agent, with constant support & mentorship in each step of the process to make sure that I am headed towards my goal of becoming a Financial Coach. Giving me the ability to help others as they have helped me. I am truly appreciative of I
I was very impressed with the financial education I received from Impact Leadership Network. I have gone to them several times over the years with many questions that have arisen and the people there have always been very knowledgeable and passionate about making a difference and making sure that I understood the products or issues that we were discussing. Diana Zwein was very professional and caring. I trust her implicitly, and I highly recommend her and this office.
I worked with Jacqui and Leah from Team Empower and I have had a wonderful experience with the two of them. What they're offering is really something that ALL people should be educated in and more knowledgeable about in order to be more successful financially. There is just so much information out there that they don't teach us in school that has brought a lifetime of value to me personally and I cannot encourage you enough to listen to what they have to say and begin your own financial journey personally o
I am excited to be learning about financial education in the realm of life insurance and annuities and how these play out in solidifying a strong financial future. Impact Leadership Network is a dynamic group that cares for its team. They are encouraging, inspiring and equip everyone with an A+ level of training that is necessary in the best of teams! I am proud to be part of the ILN community as I prepare to teach families how to make the most of their money.
It is my pleasure to write a review for Impact Leadership Network. I have been working with Sharon Zafrani for several years now. She has helped me make sense of my financial planning journey including being very patient as I am a person who will ask a million questions before I make a decision. She helped me get my retirement plan underway as well as saving for college for my child. I have recommended ILN to several friends and could not speak more highly about my satisfaction with their services!
This team had been an immense help with my finances currently to be able to prepare for the future. They not only helped me but educated on financial literacy so I feel at ease about making decisions. Cynthia and Sharon are a great team and have helped ease my mind about finances and retirement.
What can I say other than this team cares about people and wants them to succeed in life. I have learned a lot of things that I had no idea about like never losing money again, protecting the family and generating wealth in ways that create peace of mind. Also, the team members are exceptional and are amazing at showing you how to do all the things that they do. Becoming involved in financial education has been so rewarding and it has created a real family that cares about everyone.
I have been impressed with the professional attention I received from Impact Leadership Network over the years. Rahim and Leah helped me and our son prepare for his college savings plan. I also have been able to protect our family in case anything happens to me. I love watching my wife build her business and help others with their finances.
I had a wonderful experience working with my team of financial planners. They were great and helped me to organize a plan and get exactly what I needed for a stronger retirement as well as for what my family can benefit from when I pass on. This get me a strong sense of relief and took a lot of stress away from me. So I am very grateful.
My experience has been totally positive with ILN. My husband James Davis is a team member and has continued to get positive feedback and results. I must share with everyone that I had a very positive experience at the convention last month and got to see this team in action. Keep up the good work and continue providing a positive environment that focuses on helping people understand How Money Works.
It was a life changing experience for me after attending a financial overview, and realizing the knowledge that I could equip myself with, to be able to not only financially educate myself, but in turn, have the opportunity to financially educate others. I am licensed in multiple states across the country, and helping so many individuals and families as a result of the power of this company. I can't speak enough on the importance of truly understanding how money works. And it's been a great joy to be able
Impact Leadership Network has been so valuable to me, my family and clients. The education-based approach has made us all more aware of what options are available to us and have become more financially literate. With the ongoing trainings, we are able to stay up to date on financial information and make our money work for us. So grateful to have found this company!
Tammy walked me through my options in a way that actually made sense and didn't make me feel intimidated and overwhelmed. This is certainly not my area of expertise but I feel confident with the decisions I made and more secure in what my retirement future looks like. I've also recommended my children speak to her about where they are financially and how to plan for their own futures, even if it's just a little at a time. Her follow up has been great as well.
Due to the great knowledge that was imparted to me through Impact Leadership Network, I now have protection for my family & became a Licensed Agent years ago! Join me in the pursuit of knowledge, learning how to acquire wealth & staying up to date weekly with training & meetings! Also my daughter Nicole Whitaker has joined me in the pursuit! Welcome back Nicole and welcome Allison! Thank you Elan, Dina & Tammy!
Vivian was a HUGE help in my decision making process. She answered some of the skeptical questions I had, and scheduled me with Elan to better assist me. Her consistency, and desire to educate me about finance and life insurance was a blessing. Continue doing great things, Vivian, you're amazing!
I want to take a moment to express my deep appreciation for the exceptional support and guidance I received from Michael Robertson at Impact Leadership Network. My name is Donald Cates, and working with Michael has been a transformative experience for me and my business. Michael's expertise in crafting a comprehensive Financial Plan was nothing short of remarkable. He not only understood my financial goals but also took the time to educate me about strategies that I had never considered before. One of the k
Attending the financial workshop was a game changer. I gained insight into managing money, investing, and planning for the future. The knowledge I acquired empowered me to take charge of my finances confidently. It was an eye-opening experience that set me on a path to financial success! I'm also very grateful to now have the opportunity to share that knowledge with others and help them build their financial independence.
Tammy Taylor was amazing! We had a lot of questions and she was able to hold our hands and explain everything so clearly with all of our financial matters. Including setting us up for retirement, estate planning, Trust and Will. I felt completely taken care of, and I can't imagine trusting someone more with my future. I'm so relieved and grateful.
I would like to say me and my husband went with Life Insurance through Alexis Simentales and it was an absolute great experience. She is not only friendly but very knowledgeable in what she is offering. We were about to get rooked into a terrible mortgage insurance plan and thankfully I reached out to Alexis and she was able to get us way more coverage for half the price!!! If you are even considering getting any insurance plans I would highly recommend going through Alexis, she is professional and prompt w
Impact Leadership Network has turned my financial life around completely! I was lost around anything money related, broke, and in debt. I found that if I do some small doable actions around my savings habits , and come to a few financial literacy classes my future would be extremely different. I am now debt free and financially independent! The classes are FREE and FUN!
Judi Lapointe has gone above and beyond to help my husband convert 3 old accounts into one positive, upward growth retirement account. When she hit several road blocks she reached out and found the answers immediately. We look forward to continuing to work with her and get the most out of our future retirement. She also worked to help me get into a new Roth IRA through her mentor. Amazing job.
Impact Leadership Network is the most incredible company when it comes to financial services and family oriented team mates! No only Can you find the perfect road map for your family you find a whole new family that wants to help the world! I am so grateful for this opportunity and life changing lifestyle.
I started going through the program to get my finance in order and Jacqui has been amazing and is mentoring me along the way. I am looking forward to learning more! This is the first step on the road to understand my finances.
I love it here! I'm in Detroit but my agent lives in CA ??The professionalism goes beyond and with some you feel like family in real life. My agent Felesha Watts is amazing, she's very tentative, informative, not pushy and she has a way of making you feel like you're with the right person at the right time. You will learn a lot and surely gain. It's been over 5 years and I haven't had any regrets but starting my policies much sooner. This agency has a continuous platform so there's always a solution.
Lance N. Is your go to guy for all your financial needs. I came to him completely clueless when I first started my career. We setup a Finanical plan according to my needs and have met all the targets over time. I felt Lance had all the right contacts and he really put the money and the wise decisions into a realistic and attainable perspective. I feel like everything is in order from Student loans, credit card debt, buying a house, life insurance, savings, and investments. I'm set! And Lance is a nice
I had the pleasure of working with Michael Robertson from Impact Leadership Group to create a comprehensive financial plan for my retirement, and I couldn't be happier with the results. Michael's expertise and guidance were instrumental in helping me secure my future, and the education he provided on insurance was truly eye-opening. When I first met Michael, I was unsure about the best way to plan for my retirement. He patiently walked me through the options and introduced me to the concept of an Indexed U
I had an old 401K sitting around not gaining any money and when I meet with an agent, he showed me a few options on what I could do. I now have my 401K rolled over with Athene that I will not lose money. Thank you Impact Leadership Network for assisting me. It all started with someone wanting to do a practice appointment with me.
We are very grateful to receive the financial education provided by Eddie K. He has demonstrated great patience and caring for our needs. We are so pleased with his approach and making sure we are doing everything we need to do so that we can have the future we desire. I highly encourage everyone to sit with him and get the knowledge we wish we had growing up.
Tammy Taylor is THE BEST! She talked with my husband and I through everything she needed, was patient when we had to stop and find what we didn't have at our finger tips, offered some great advice for moving forward towards a financially sound retirement and many more things too numerous to list. We checked into getting a trust set up to make sure our assets are safe. After a session with Tammy, we felt very secure about our future.
Annalisa was absolutely amazing!!! She was extremely helpful and knowledgeable and went above and beyond for my family. We appreciate how hard she worked for us. I can be a bit difficult with questions and not only did she answer them she did with a great attitude. She's absolutely the best!!
The amount of professionalism and dedication that Impact Leadership Network has offered and continues to offer just blows my mind. The attentiveness, care and general knowledge that I have received from Leah over the years, has been so appreciated and I do not know what I would do without her.
I had my financial review got done from ILN team recently. They certainly had an expertise in answering all my queries and coming up with a tailored solution to my family needs. Rahim n Fahreen were both generous in giving their time to make me understand how to secure my family's and my future. I will recommend everyone to reach out to them for their financial review.
Sharon and Elan have been incredible in getting my financial literacy in order, properly setting me up to stay protected at affordable rates, and getting me prepared for retirement savings with an aggressive strategy for growth. Thank you so much for helping me and regularly checking in to make sure my financial standing is set up for success!
Eddie Karamali, my financial advisor, from Impact Leadership Network has helped me tremendously in providing ?mental peace? from a financial standpoint. After listening to my lifestyle and the future I envision for myself, Eddie provided a clear path to financial security and freedom by customizing and providing me with current programs that I could invest into now (currently at age 31) in order to create solid wealth/asset for my future. I now know that programs and plans exist, plans that even I could
Impact Leadership Network is amazing! The environment, the people, and the knowledge that goes forth is A1. I would definitely recommend this company! My SMD/Coach Sarah Lee is amazing and one of the best and most knowledgeable when it comes to finance. Highly recommend!
I gotta really thank Leah and her team. For giving my family and I the peace of mind knowing that our future is being planned and looked after. Giving us perspective in areas that we didn't even anticipate and ensuring proper guidance. I would highly recommend getting onto a call just to learn what your options could look like.
I purchased my life insurance and Roth IRA from this companies knowledgeable agents. Billie, Jaqui and Leah all helped me through the process of finding the best plans for me. I highly recommend them for any of your financial needs.
I met this lovely lady, Dina Michael while working. She invited me to the office to learn How Money Works. During that 1 hour introduction, I was shocked on how much I did not know about compound interest and saving. I feel little more knowledgeable about my funds. I am looking forward to learning more. Feeling grateful.
I am so grateful for being introduced to Impact Leadership Network. Thanks to Leah, I not only learned what I needed to do to reach my financial goals, but how I could learn this industry and become a business owner guided by experts. Thank you for everything Leah!!!
Leah provides her clients with top-tier financial advice and has built an impressive team of leaders to help families reach their financial goals. Highly recommended by all who know her!!
Mentor Reem, played a key role in introducing and assisting me on hybrid financial investment options. Soon after, she helped me rollover retirement money and I funded a combination Life and Long-term Health Insurance. How great is it to be mindful of my own health while ensuring my closest loved ones will be financially taken care of in the future. Thank you Reem along with the Impact Leadership Network!
I'm so thankful for the amazing information Elan & Dina Micheal have shared with me about financial education. Furthermore, Reem Kadem has helped me so much as a mentor. I now have a solid retirement policy, as well as helping my family members do the same. Let's all help each other help each other ??
Ryan Hamilton has helped me find different options that are suitable for my finances. He was very patient and easily broke down the process of the different finance options. Also, he was very flexible with the scheduling which I super appreciate due to my hectic schedule.
Thank God for Andrew Williamson! Because of Andrew, I can now let my mind rest and be in peace. I have been dealing with anxiety basically my entire adult life- always asking myself ?How much is enough to retire? Will I have enough money to last until my last breath here on earth?? ?Will I need to work again (due to lack of funds) after retiring?? Nowadays, these are questions that we all have to ask ourselves. Thanks to Andrew, I was able to find out there are various financial programs out there via i
????? Impact Leadership Network gets a shining gold star rating from me for their incredible work helping families achieve financial freedom. As part of the "other 80 percent," I felt lost trying to figure out investing and securing my family's future. ILN provided the education, resources, and community I needed to take control of my finances. Through their webinars, courses, and coaches, I gained the skills to budget properly, wipe out debt, and begin building wealth. Their step-by-step guidance coupled
Ahmed (Eddie) has been an absolutely amazing person. His professional skills is not only knowledgeable in his field but also dedicated to providing top-notch service and support. He took the time to understand our needs and provided best solution that exceeded our expectations. Looking forward to work with him again in future.
Impact Leadership Network really cares about their people. I thought I had my finances in order and I didn't know, their are other options for your money. The team is like family. Everyone works together and really goes out of there way for each other. I have learned so much and attended so many financial classes that it has actually changed my life.
Working with Felesha Watts has been a blessing to my household. I have learned more about financial security in the last few years than I have in all my adult life. She makes sure that you are educated about your money and follows up yearly to keep you on track! Thank you thank you thank you!
I am delighted to share my exceptional experience working with Michael Robertson as my insurance agent. My name is Jarry Crews, and over the past four years, Michael has been an instrumental mentor and guide in my journey as a financial professional. Michael's expertise goes far beyond being just an insurance agent; he is a true visionary and a mentor who has shown me the path to success. His guidance and support have been invaluable in helping me not only establish a thriving business within Impact Leader
Lisa was amazing to help me get my priorities right with helping get my future retirement plans in a good place. Knowing that my child and myself are on the good path eases the stress that comes later. I recommend speaking with Lisa to get the help you may need to get something in place for the unexpected!! Thank you!!
My experience with this company has been pretty great. Ive been counting with the services of Krista Sanky and Deana O? Neal for more than a year now and they always delivered. For every question me and my spouse had they always provided answers diligently and in a very professional manner. Very knowledgeable and kind. Highly recommend using their services.
Rahim Esmail is genuinely a people person, a pleasure to work with, and he is extremely knowledgeable as a Senior Marketing Director and Financial Advisor. His ability to articulate complex financial information in layman's terms is impressive. I trusted him enough as a financial professional to assist me in performing a 1035 Exchange / Rollover from a top-tier global investment management firm to one that he recommended would give me more for my investment. I highly recommend Rahim as a trusted source. Se
Krista and Eddie assisted me with my financial planning when I seperated out of the miltary. I had a retirement saving plan called "TSP", and it wasn't maturing since I seperated, so I had to move it into a different plan. We discussed the different options plans/companies and boy was it a breeze with them. I settled on a great plan with great gains throughout the years. I highly recommend Impact Leadership Network and encourage other veterans to look into them for your financial planning.
They are in the business of changing futures and helping people leave a financial legacy. Financial education at its finest, to include student loan repayment, mutual funds, life insurance, estate planning, and so much more. Not only that, but the opportunity to own your own business to better your family while also helping people who otherwise usually don't know how finances work--a huge win! No family left behind, they are changing the future for millions of people every day!
I was thoroughly impressed with the financial education I received from Impact Leadership Network. It is evident that the men and women involved are dedicated to empowering communities through effective financial literacy teachings. Their commitment to this cause is truly commendable.
I want to give a big Thank you to the team at impact leadership network, for all their help in making this process very easy and understanding. Not only did they help me understand financially they also helped me with making the right decisions in long-term care, for me and my family . This whole experience has been a blessing to work with them. Thank you!
Rahim makes my financial life easy and worriless! He's a great professional, knowledgeable, offers the best solutions adapted to each situation, explains the often-difficult verbiage of finance. He has a range of products to recommend depending on your needs, your goals, your wealth. Cherry on the top? He's the nicest, most patient, reliable, fast to respond person. I can't thank him enough for his help and his advice. Natalie Degravel
I've had nothing but good experiences with this group! Crissy and her team are generous with their time and patient in supporting my understanding of financials. I felt heard in my specific circumstances, and I'm presented with suggestions on what actions to take next. I'm grateful to have met Impact Leadership Network.
My financial future is set with ILN agency!! The impact we can count on! Appreciate all the work they also do in our community!
I had many many questions about how exactly some of the insurance policies were structured, and Vivian was able to answer them all with no hesitation. She was very knowledgeable and PASSIONATE about each type of insurance policy. Keep up the great work Vivian..
Vered kadosh was amazing!! I had a lot of questions and wanted some clarity about an investment I wanted to make.After asking me about my financial habits and future plans , she showed me a couple of options in regards to the Roth IRA. I felt comfortable choosing the best plan for me and I'm so happy! She has a ton of patience ( I needed that) , so I didn't feel rushed ,which made this process so rewarding! Don't walk ,RUN TO VERED!I promise you it's worth it! Thank you VERED !
I have been a part of this group now for over a decade. If I needed to describe this group I would say the members of this group are the most giving, worm hearted, positive and financial education seekers people you can find anywhere. They focus on spreading financial literacy and prosperity enrichment to everyone. It changed my life and tought me how to think as a business owner and enterprnour. If you seek knowledge in financial literacy and business development, you should check it out
My husband and I are very pleased with the knowledge and guidance we received throughout our Trust process. The amazing help and care from Billie and Maria are truly appreciated! We absolutely recommend this amazing group!
Elan spent so much time reviewing my financial situation and came up with a few options for me to improve. Now, after a few years, I am debt free and with decent savings. But most importantly, I have a plan I follow and review with Elan once a year. And all is FREE!
I had the privilege to be financially advised by Eddie Karamali. I appreciate his patience while explaining the details of financial planning for our future. When the year approached I had some questions, he was available and answered my questions and concerns. Mr. Karamali is professional and am fortunate to have him as my financial advisor.
Felesha Watts, my financial coach, provides ongoing support, encouragement, and frankness to women in leadership positions. She is a model of courage in exploring new financial paths, especially for women like me who have delayed taking responsibility for their financial future. There is an upside to everything, and she sees it!
I'm new to Impact Leadership Network, and already I've learned the impact of financial literacy on my life! The knowledge I'm receiving is empowering me and generations to come as I build my legacy, and educate other families to do the same...Kudos ILN!!
Financial education wasn't taught at school, it makes everything challenging and complicated with all the company/resources available. It's good that I was able to find reliable and dependable people to assist me with the financial planning that best suited me as well as answering all my questions/concerns with ease.
Joined a few months ago and was successfully trained to obtain my licenses. I also have been acquiring more knowledge of various financial instruments to help individuals and families organize, plan and execute strategies to get and keep themselves in a more secure financial condition.
Lisa did a consult with me. I was impressed ! She came with all the data I could possibly need, she was knowledgeable about options & had the answers to financial questions. she provided a range of options for me. She has a great attitude, energy and knowledge!
The most innovative financial services company to work with! The mission of what is accomplished everyday here can bring massive changes to the financial journey of our middle-class! Really big promoters of financial literacy. Making financial concepts easier!
Vered Kadosh is incredible! She helped me become educated about my finances, investments, savings, and loan options for my doctorate program in order to prepare for my future. I am looking forward to building myself with her help every step of the way!
I joined a Zoom call with Reem as a favor to my son (because that's what mom?s do ??). I did not intend to have my interest piqued; let alone to realize we were not in a financial position to retire in the next 5 years as we had hoped. My husband was less than enthusiastic, but he realized the clock was ticking and we had nothing to show for our 45 years of hard work. Reem was patient with our limited financial knowledge and never made us feel bad about the outlook of our financial situation, or lack of. S
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.