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InvestLinc Wealth Services, LLC

InvestLinc Wealth Services, LLC

Reviews Summary

Clients consistently praise InvestLinc for exceptional service, professionalism, and expertise in wealth management. Many highlight long-term satisfaction, noting the team's trustworthiness, personalized advice, and dedication to clients' financial goals. Reviewers appreciate their responsiveness, collaborative approach, and ability to simplify complex decisions. Multiple long-standing clients emphasize confidence in their guidance for both personal and business finances, often recommending them for comprehensive, client-centric solutions. The recurring themes include reliability, clear communication, and a genuine commitment to clients' best interests.

About This Listing

Tax Planning
Financial Advisory
Small Businesses
High-net-worth Individuals

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

Tax Planning
Financial Advisory
Small Businesses
High-net-worth Individuals

Contact Information

Address

10 Pointe Dr #150

Brea, California 92821

Visit Website Call Now Get Directions

Hours

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

Customer Reviews

We have worked with West, Rick, and the team at InvestLinc for many years now, and we have been very pleased with the service they provide. They have been a great asset for both our small business and personal finance situations, and they are true professionals. We cannot be happier with the service from InvestLinc and plan to remain customers for many more years!

I can't speak highly enough of InvestLinc and its staff!! West Cohan demonstrated unparalleled expertise, guiding me through complex decisions with clarity and professionalism. They have truly impressed me with their exceptional service and commitment to customer satisfaction. From the moment I engaged with them, the professionalism and expertise of their team were evident. I wholeheartedly recommend West and InvestLinc to anyone seeking a reliable and customer-centric company that consistently delivers

I cannot recommend West and the team at InvestLinc more. After a short initial consultation, and sending through a few requested documents for review, West was able to provide a thorough list of actionable items and changes to my portfolio. He has been great at helping me identify both my short term and longer term financial goals, and the steps needed to get me there.

I was fortunate enough to have met Rick, West and the Investlinc Team over 10+ years ago. Since then, I can not tell you how many times their wise and creative counsel has benefitted my business. They are very responsive to my requests and almost always available when needed. Their professionalism and wide range of services makes it easy to highly recommend Investlinc Wealth Services to anyone who is looking for a dedicated team who will provide exceptional service and sage advice in these increasingly inte

I am very happy with my experience working with InvestLinc. They are not only extremely knowledgeable but every member of the staff is a pleasure to work with. I look forward to my trips to the office where I am always greeted by smiling faces and an air of thoughtfulness. Thank you InvestLinc!

We have been working with the team at InvestLinc for more than 20 years. They have been instrumental in helping us navigate both business and personal financial decisions, investing and life insurance. They are honest, trustworthy and available, doing a great job of communicating and listening to determine what best suits our needs as life changes (homes, college expenses, retirement planning, etc.). We feel confident in their guidance and appreciate the fact that we don't feel the need to constantly che

We have worked with Rick & West at InvestLinc for many years. As small business owners, they help us with tax planning, our 401k, our pension, insurance planning, estate planning, and retirement planning. They also work great collaboratively with our CPA. We have worked with other advisors in the past but InvestLinc is our favorite by far because they are honest and really know what they are doing. They don't just try to sell something and disappear. They are true partners we know we can depend on to help u

I have been a client of InvestLinc Wealth Services for just under 7 years. The team is always very relatable and trustworthy and always puts my interests first. I have been very pleased with the outstanding service that I have recieved and would highly recommend InvestLinc to others looking for a sound wealth management firm.

Highly recommend. They truly have your best interest at heart. Have provided our family with a clear path to financial freedom through their expertise and meticulous attention to detail in every aspect of our portfolio.

I am a new client with InvestLinc, and have been thoroughly impressed with the level of professionalism, and advice received thus far. The team has been knowledgeable, and very accommodating to my various inquiries. Highly recommend!

I have been a client of InvestLinc for years now. I work with West on all of my financial decisions. I can tell you that I have never had better service than this team. I highly recommend!

Highly recommend West and the team at InvestLinc! Excellent insight, analysis and guidance!

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.

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