*Note: CPAs may specialize in different areas. Be sure to check credentials and service offerings.*
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.
*Note: Every CPA operates a bit differently. Don’t hesitate to ask questions before committing.*
*Tip: Organize your documents in advance to save time and ensure accuracy.*
*Note: Preparation helps you make the most of your CPA’s expertise.*
*Note: Every CPA is different — take time to find one who fits your goals and style.*
5670 Wilshire Blvd
Los Angeles, California 90036
I was able to enroll in my retirement savings plan during the meeting. Everything was explained well and I feel set up to start saving early for retirement. Stephen Jeung was very helpful and friendly.
Stephen has been a tremendous help as I navigate my future retirement. I appreciate his no nonsense approach as he explained my current investment portfolio and even more so his recommendation to alter my portfolio. You can tell that he is passionate in helping state employees and educators achieve their retirement goals.
I can't thank Stephen enough for his help. After my divorce, I was clueless of how to handle my finance. And he took great length to educate and guide me on how to manage my finance. Also, I'm most grateful for how genuinely kind he was. He will listen with empathy and cater to your financial status.
Stephen and I go wayyyy back to middle school. I've known him for many years as we went to school together. Stephen has ALWAYS been a genuine, caring, kind, loving good guy. Smart and understands the stock market and all the different types of financial products that can help build generational wealth and can change the trajectory of families, financially. Not only that but he is awesome and super cool ?? !! He is helping me with my retirement and wealth strategy and I'm so glad that I can count on Ste
Stephen helped us set up a retirement/insurance policy and was very knowledgeable, kind, and trustworthy! We appreciate his help!
Stephen is great! He's smart, patient, savvy. Trust him to plan your financial future.
Stephen Jeung walked me through the entire process and answered all my questions! He was very patient throughout the entire process. I was approved as soon as he submitted my application. I highly recommend!!
Great financial advisor. Stephen is very personable and takes the time to understand various life factors to provide the best advice. I feel confident about my finances moving forward and would recommend Stephen to anyone I know. Thank you for providing me and my family some financial peace of mind!
Stephen was extremely professional and patient. He answered all my questions in terms of a life insurance policy that is right for me and explained everything in detail. He made the process so simple and made me feel very comfortable, while speaking to him.
Jeung Agency invested a lot of time to help me understand the products and options. Working with Stephen was efficient and I am so grateful to have moved forward with my life insurance policy with him. thank you!
Stephen is very knowledgeable and helpful. He's very quick to respond to any kind of help that I need. A pleasure to work with!
Very helpful. Explained everything in detail and competed the application with me. Very easy.
Steve is an amazing agent! He got me qualified for an indexed universal life insurance (IUL) policy that is ridiculously much MORE than a typical term life insurance policy. My contributions are invested a diversified stock fund that usually only institutions can access, with a 20 year return of 15.88%! And I can take out tax free ?loans? from my policy anytime. I'm so glad I contacted Steve and learned about this type of insurance that only a select few ever really understand or take advantage of. Thank
Stephen Jeung was very personable, and knowledgeable with 25+ years experience in his field. Very helpful with my financial planning and accommodating to my specific needs. Extremely quick to get back to you with any concerns. Great service
Stephen, did an amazing job of education me on the best way to rollover my 401k. The features that I loved was that he put me in a product that guarantees my principal from any loses and still participate with the upside of stock market without any caps. I also forget to mention he got me a premium bonus on my account. If you're in need of a financial advisor I recommend Stephen.
I was searching for a whole life insurance and Stephen made this process very easy. He answered all my questions and made me feel confident in his abilities to give me the best products for my needs. I would highly recommend his service
Mr. Jeung explained in great detail how each policy worked. He had a back up solution depending on if you weren't approved, and more importantly he wants what's best for you based on what you feel best suits you and your family.
Stephen Jeung was very personable, thorough, and he took the time to get to know me and my plans for my retirement. He guided me to make financial choices that will help my money grow and provide me stability. As a teacher I don't have large sums of money to risk, but Stephen has advised me to better options to optimize my money and keep me on track to the retirement I have always dreamed of.
Sara is the absolute best! Her passion for protecting families is evident every time we speak. She was able to educate me and help me to understand what life insurance is, and why it is so important. She listened closely to my needs and found the right coverage- at my budget! Cannot wait to meet with her again in the future as my needs will grow.
Mr Jeung is very knowledgble in his field. He took the time to answer all of my questions. He review my policies and help me get into a new program which will help my retirement plan. I am very grateful for his help.
I had a good experience with Mr. Jeung. He took the time to get to know a little about my current situation and goals before recommending ways to better prepare financially for the future. He explained everything very well and I left the meeting feeling informed and satisfied.
Being new to purchasing life insurance I was unsure about so much and wanted/needed someone patient to work with me; Christina Pappas was the best! She was informative, professional, and patient! She helped me better understand the importance of life insurance and that there are multiple items to consider, the price considering the amount was outstanding for a whole life policy! I also chose to purchase a cancer policy and accident plan; Christina was again very patient and informative of the details of eac
Knowledge, customer service, and overall professionalism made it easy getting a life policy from American Income Life. I had the opportunity to meet Michelle Shaw, who answered every question I had. She customized a plan for me that made sense and didn't break my wallet. Michelle genuinely cared and showed me what was best for me without pushing me to make a decision. I would strongly recommend Michelle Shaw for your life insurance needs; she showed honesty and put my best interest first.
Stephen was a pleasure to work with, super knowledgeable and really knows his stuff regarding finances and life insurance. Would definitely recommend him to anyone looking for life insurance or setting up a retirement account.
Stephen was incredibly polite and professional. Made a process that wasn't a lot of fun a very easy and accessible time. I definitely suggest using his services for financial planning!
I had such an AMAZING experience working with Natascha Crouch! She walked both me and my husband through all of the steps for getting our life insurance together (finally) and was thorough and patient in answering all of our questions. She worked with our budget and ran us through different scenarios based on our current need and long term planning. Definitely recommend this company and agent! Thank you!
Kirsten Mach did an outstanding job explaining the policy and what benefits I'm eligible for. And most importantly to me she was efficient with presentation and didn't waste my time. Great job Kirsten!
I wanted to leave a FIVE STAR positive review for Tracey Magnuson, from your company.. I waa offered a free will kit. Tracey set up a zoom meeting to help me with the process. I found my meeting informative and very beneficial. Well worth the time. Tracey was amazing. She went over everything I needed to know, and I am excited to use these tools and her offers to my benefit. I would recomend this free service from her company. The best hour of planning ever, and probably saved me many hours of headaches
After meeting with Christina Pappas, I have decided to purchase life insurance for myself. She was very thorough in explaining everything that was available to me and how I would be able to access those benefits. She has made herself available to answer my questions and I feel confident about making this purchase.
What a meeting today! I was not expecting a call from Brigitte today but it was a pleasant surprise. I have spoken to a few different insurance agents and while they were all great people, I would not describe them as amazing as I am Brigitte Turner. It is a great deal of information to go over and it can be tedious but it was just as if I was discussing it with a close friend or family member! It is hard connecting closely when on a zoom meeting but she managed it amazingly. I got coverage for four of u
Stephen, was very knowledgeable about the Financial Services and retirement planning. He explained how you can setup for the family future.
Mr. Jeung has really been a tremendous resource for knowledge on all things related to life insurance as well as life! I look forward to having more history conversations with him!
I had the pleasure of speaking with Corrine Loken, aside from having a pleasant voice and showing her compassion for my recent loss she was very professional. Corrine help find me a policy that was right for my budget, and save me money. Keep up the great work!
Sara was able to help with my concern without delays. I felt she has lots of knowledge which made feel confident. I'm hoping that she corrects the error that was made when I first started with the company . I will await the final outcome Hoping it will take place
Great experience! Stephen Jeun was very kind, knowledgeable, and I could tell genuinely wanted to help. I feel great about the process and decisions made.
Natascha Crouch was a total professional. She was able to set me up for my Last Will and Testament without having to leave the comfort and safety of my house. She began by showing me her license and left no doubt about her ability to give me the help I was looking for. Many thanks!
Stephen did a great job of explaining and helping with my retirement plan and life insurance. I strongly recommend him.
Stephen is great to work with and listens to all of my needs. Very knowledgeable and committed to his clients
The Jeung Agency is a top-notch organization led by Stephen Jeung who is a well-seasoned, highly-experienced and incredibly successful professional veteran in the insurance and financial planning industry. He leads a team of quality agents who sincerely care and do an excellent job of helping to educate and protect families - catering to each based on their own individual needs. It's difficult to find an agency like this where a client is treated like a ?real and important person? instead of being made to f
Tracey did a fabulous job of describing her product. She was friendly and professional. She did a great job of explaining the difference between term and whole life insurance.
Stephen Jeung was awesome and took his time explaining all products to us. was a pleasure to work with.
I had a video chat with Sarah she is great.. very friendly, professional and very informative.. she explained everything in detail. Learned exactly what my policy covered.. it was great...
Stephen Jeung provided First Class service, he was engaging, transparent and very professional.
Sara, was on time she was patient and explained everything to my husband and I. We truly appreciate the quality of her work and presenting it all.
I worked with Corrine who was friendly, helpful, and professional, and helped me so much to do something i?ve been meaning to do for awhile for myself and my kids peace of mind.
Ms Natascha Crouch is very professional & Knows what she's talking about. She's very concern to her client. So happy to meet you through Zoom App.
Tracey over at American Income Life insurance was very professional and helped me pick the perfect life insurance plan that suits me. Thank you so much Tracy
They genuinely care about getting you what you need, not what they want you to buy. Taking time to craft a policy specific to your needs. Super friendly!
Stephen walked me through different options and responded promptly if I had any questions.
I've been a customer for over 8 years now and very satisfied with the level of professionalism and responsiveness. I would highly recommend anyone looking for coverage to contact them.
Annasharena Mirzaee was amazing, she made us feel really relaxed and guided us with our decisions and answered our questions.
SUCH A GREAT EXPERIENCE.ENJOYED ALL THE INFORMATION VERY PROFESSIONAL AND VERY KIND PEOPLE.THANK YOU FOR TAKING THE TIME TO EXPLAIN EVERY DETAIL WITH US AND HAVING A LITTLE PEACE OF MIND OF OUR AND OUR KIDS FUTURE ?
My experience was great she explain everything so well for me to understand thank you Brigitte Turner
Tracy Magnusson very professional & responsive & helpful . Now I can understand what insurance I am going to need . Thank you very much .
Every family/individual should to take advantage of the great benefits provided here! You will be welcomed with open arms!
Awesome and knowledgeable team! They were able to get it done when everyone else said no!
I had a positive experience. Sara was very well informed and pleasant to talk to.
The agent who helped is so nice. Her name is Brigitte Turner, Thank you
10 stars! They care! And if you care to protect your life, your loved ones and your finances, look no further!
I have the pleasure to say that I am happy about getting this insurance policy..
Anna and Shanda were the best, and explained everything well!!!!
Very professional and informative. Was able to answer all my questions without any hesitation.
Brigitte Turner was absolutely lovely, and so helpful!
Everything was straight forward and in detail!
Thank you for all your help with the insurance information. Thank you for your time.
Awesome discussion! Thank you Ms Tracey!
Very good information thank you very much both of you
Knowledgeable and professional service. Very responsive.
Very informative, learned a lot!!!!
Responsive, professional.
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.