*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.*
2121 Ave of the Stars Suite 800
Los Angeles, California 90067
This year, my family and I worked with Julian as our new CPA, and the experience was outstanding. With our complex taxes, we were initially unsure of what to expect, but Julian?s expertise quickly put us at ease. He patiently explained every detail, answered all our questions, and made complex tax laws easy to understand. His thorough approach ensured everything was handled accurately and efficiently, giving us complete confidence in our filings. Beyond his professionalism, Julian went above and beyond?al
Julian was amazing to work with and he clearly understood my tax situation and made sure everything is done the right way while still making sure I got maximum benefit out of it! He is also very diligent in every step so that there are no issues in the future. Overall, I had a great experience working with Julian and highly recommend to anyone looking for a new CPA!
Julian was absolutely amazing to work with! He found me the best possible loan deal and made the entire process smooth and stress-free. He was incredibly responsive, always available to answer my questions, and made sure I felt confident every step of the way. If you?re looking for a loan agent who is knowledgeable, efficient, and truly looks out for your best interests, Julian is the one to go to. Highly recommend!
I used Julian for the first time this year to prepare my Federal and State tax filings. From the very first interaction he impressed me as intelligent, informed, responsive and someone I'd be blessed to work with anytime. I cannot recommend his services any more highly.
I was looking for a new CPA to help me around tax time that has good real estate investment background. I wanted to find someone who could give me advice too to help me reduce my tax liability for the filing year. This was the first year working with julian and so far he has done a good job. He was confident and knowledgeable and I plan to use him next year. Glad I found him!
Julian has gone above and beyond working with me over the few past years. As a small business owner, I get overwhelmed with all of the nitty gritty tax stuff, but Julian made it so easy for me to get it all together. He is an excellent communicator, knowledgeable accountant and bookkeeper, and even looked over my budget and helped me forecast for income for the following year! I can't imagine my business being where it is now without his expertise and I will continue to refer him to everyone I know!
Julian and his team are knowledgeable, friendly and eager to help. They guided us through our new and adventurous tax prep and filing. I'm happy to say we've found our CPA and look forward to continuing our work together!
Julian is prompt communicator and trustworthy professional. I really appreciated the knowledge that he shared with me and the timeliness of his work. I would highly recommend him for your personal taxes.
I have had a good experience working with Julian. He was knowledgeable, efficient, and communicative. Everything was handled on time, and he was quick to address any questions or issues I had!
Julian helped my wife and I get our taxes done quickly and in short notice when our previous CPA disappeared. He is knowledgeable and very responsive. Thanks again!
Julian helped me both as a mortgage broker and with a quick question I had regarding an LLC as it pertained to filling a form. His expertise are obvious and was very quick to respond. He even called me when it was very late for him to answer questions. Highly recommend for Mortgage and CPA services in Washington or California!!
I'm so grateful for Julian! He's been incredibly helpful in guiding me through my complex tax situation. Julian is not only knowledgeable but also incredibly patient and understanding. He took the time to explain everything clearly and made sure I understood every step of the process. His expertise and professionalism have given me peace of mind and I highly recommend his tax services.
I can't recommend Julian's accounting services highly enough! From the very beginning, Julian was professional, knowledgeable, and incredibly thorough. He took the time to understand my situation and tailored his approach to ensure everything was handled efficiently and accurately. Whether you're looking for help with taxes or financial planning, Julian is the expert you want in your corner.
I recently started working with Julian and plan on using his services as a CPA and tax advisor moving forward. From our interactions it is clear that he is extremely knowledgeable and well versed in the real estate industry. Looking forward to working with him further.
I?ve been fortunate to have had the opportunity to close several deals with Julian. He is a knowledgeable lender that also happens to be a CPA so his clients receive extra value from him when they work with him. Julian is always using his vast knowledge to help his clients structure their portfolios. I?m so grateful to know Julian and to work with him!
Julian has been so helpful. We?ve been looking for a quality CPA for months now, talking to numerous people, and none seemed like the right fit. We wanted someone that was knowledgeable in multiple facets, including real estate, estate planning, and tax planning, and for so long we struggled to find the one. Within one phone call with Julian we already knew it was a perfect fit. He?s both savvy and attentive, and genuinely we have been so happy with his services. We look forward to continue working with him
Working with Julian has been an absolute pleasure! His expertise in mortgages, income taxes and real estate is truly impressive, and he navigated the intricacies of my transactions seamlessly, ensuring a smooth experience, optimizing the mortgage situation, and maximizing clients? tax returns. His dedication, attention to detail, and clear communication set him apart. He is very trustworthy, I highly recommend Julian for a well-rounded and efficient transaction.
Julian has been great to work with. He spent a significant amount of time in helping me and made the whole process smooth so far. He also is very knowledgeable and explains thing in detail. I would definitely recommend him to people I know.
Julian has assisted me with several refinances, and each time, the experience has been exceptional. His explanations are clear, and his responsiveness is impressive. Despite our somewhat complex situation, he consistently managed to secure all our loans seamlessly and on schedule. Julian also kept a close eye on the interest rate landscape, optimizing our rates when it was financially prudent. Thanks to his efforts, we now enjoy an exceptionally low rate and manageable monthly payments. Additionally, Julian
I had a quick tax consultation with Julian. Communication was clear and very straight forward. My questions were answered and I will certainly use Julian again for future tax needs.
Julian Florescu is an exceptional realtor and CPA! His expertise in both real estate and financial planning made our home-buying process seamless and stress-free. Julian?s attention to detail, professionalism, and dedication to his clients are truly unmatched. We couldn?t be happier with our new home and the financial advice he provided. Highly recommend Julian for anyone looking for top-notch service!
Julian is truly knowledgeable in what he does. It's unique what he brings to the table, his expertise in tax, real estate, and loan. He not only able to help me with tax return, he also helped with tax planning, giving me a peace of mind when it comes to my real estate investments and my strategy. He is patient in explaining and very quick to prepare and file my tax return. Highly recommended!
Julian listened to my situation and took his time to give me advice based on my timeline. No rush no pressure and I learned a lot in the phone call. Very professional and patient. I recommend his services 100%
I worked closely with Julian to help secure a loan for my new home in LA. This was a complicated process for me given that I'm a first-time homeowner, but he helped make the process as painless as possible. I found him to be incredibly responsive through phone call, text message, and email, ready to answer any questions I had and work with me through every step of the process (escrow, loan, insurance, etc.). I highly recommend Julian.
We just closed our home with Julian. He is patient, attentive to details and answered all our concerns promptly. We had a few setbacks with our case but we were able to close on time with Julian?s help. Will certainly use him again in the future, especially with his great knowledge in tax and real estate!
I had the pleasure of meeting and working with Julian Florescu a couple of years ago to secure a refinanced loan for my home, and I couldn?t be happier with the experience. From start to finish, Julian provided exceptional service and made the entire process smooth and stress-free. Communication was excellent. Julian was always available to answer my questions and kept me informed at every step. He was prompt in responding to emails and phone calls, which made me feel confident and well-supported. The entir
Julian is knowledgeable and professional. He's quick to discuss my questions and efficient in getting things done. Highly recommend
I talked with Julian in a consultation and he shared his knowledge and expertise of taxes. Gave my family and I great advice on what our options were. 5/5 highly recommended
Best CPA in town! Julian is super knowledgeable and always available whenever I have questions regarding my taxes. We?ve been working together for a while now and couldn?t recommend him more
My son and I had the pleasure of working with Julian who provided expert guidance on real estate tax strategies. From the moment we reached out, he showed a genuine commitment to helping us understand the complex world of real estate tax. What truly stood out was the clear and concise manner in which he explained the most intricate tax concepts. He was patient and took the time to ensure we understood every aspect, which is a rarity in the world of tax. Despite his busy schedule, he made sure to accommodate
I have worked with Julian Florescu on my personal and business tax returns and am incredibly pleased with the experience. From start to finish, the process was smooth, efficient, and informative. He prompted responses to all my questions, provided clear explanations for complex tax situations, communicated clearly throughout the process, and had a quick turnaround time.
I worked with Julian to buy my first home in Manhattan Beach, CA and also got help with tax planning and chose a great mortgage from a local credit union. I chose Julian initially because he had great reviews online and were very knowledgeable about the local market and the tax implications of buying a home. Julian was amazing throughout the whole process. He listened to my needs and preferences, and showed me several properties that matched my criteria. He was always available to answer my questions and ke
I highly recommend Julian. He got me the best possible rate available at the time and saved me A LOT OF MONEY. I've worked with many CPAs in the past and had very bad experiences but Julian is not like the rest. Easy to reach and communicate with and gives great tips and advice.
Julian is all around amazing to work with and I only have great things to say. From day one he had top communication with my buyers and educated them on the loan process in such a thorough and professional way. He is timely, accurate, and passionate about his work. Will definitely be using him again in the future and recommend him to friends, family, and colleagues. Thank you Julian!
Julian at RealtyFi has gone far and beyond to make sure real estate purchases and financing went smoothly. Got an amazing rate and service when compared to others. The best thing about Julian is he's not a robot, he actually provides useful advice on how to save on taxes in his services that many real estate and tax people do do properly. He has an excellent breadth of expertise/services. Highly recommend!
As you may know Julian is a top notch Tax Preparer (soon to be a CPA) who did my taxes after my long time accountant passed away after 37 years doing my taxes. I was dreading the day that I had to find a new accountant but fortunately I found Julian from a friend who recommended him. He did a great job on my taxes and made many great suggestions to keep my organized. Plus he is also real estate broker like me so he has a real good insight to doing taxes for Realtors. Call Julien if you need your taxes done.
We went to Julian with some complex tax planning and strategy needs involving real estate. He was very quick to respond, took the time to discuss and really understand the situation, then did a thorough deep dive. After delivering his assessment, calculations and recommendations, he took the time to answer all of our follow up questions and make sure we received everything we had asked for.?At the nexus of real estate, tax and mortgage, Julian is very knowledgeable and we definitely plan on working with him
Julian Florescu, CPA, is an outstanding tax advisor! His expertise and attention to detail have made my tax planning and filing process seamless and stress-free. Julian is always available to answer my questions and provide valuable insights. I highly recommend his services to anyone seeking a reliable and knowledgeable CPA. Five stars!
WOW! Julian's unique combination of expertise empowers him to advise like none other. His knowledge is vast and the wealth of information he offers regarding your wealth and finances is truly impressive. I reached out to him about a Real Estate related tax issue, but I can only imagine what a fantastic realtor and mortgage broker he is because of the unique lenses through which he considers what is in the best interest of his clients.
Connecting with Julian through his real estate tax planning webinar was a game-changer for me. His expertise, diligence, and dedication truly stand out. What sets Julian apart is his accessibility and personalized approach; he took the time to thoroughly understand my financial circumstances before providing tailored advice to optimize deductions and minimize tax burdens. While Julian's services may come at a premium, the substantial savings he facilitated unquestionably justify the investment. He has beco
Having recently moved to California from NC, needless to say my taxes were complicated between the two states. I was excited to find out that Julian's firm is licensed in CA, but he can also prepare state tax returns for all 50 states, and had no issue doing my forms for both states. I had 1099 income as well as quite a few W2s. Some of my friends have used him and they are also very happy. Very easy to work with and very quick service.
Our experience with our loan officer has been exceptional. We initially worked with Julian to refinance our first home, and his expertise and dedication were evident from the start. When it came time to purchase our second home, we didn't hesitate to reach out to him again. Both processes were filled with challenges, but our loan officer navigated them with grace and professionalism. His unwavering support and commitment made a significant difference, turning old hurdles into new lessons. We're grateful for
Julian has done a great job helping to submit my taxes on time. I have a bit more complicated situation as I have business and overseas taxes I also pay. He's friendly and knowledgeable and has a good understanding of what he knows and what he needs to research further which helped me to build trust. I will be using him from now on.
I contacted Julian to inquire about tax implications for selling a home that?s in a trust. I appreciate him providing a simple explanation as to how it works. Most places charge for simple questions however, with his quick support it made it super easy to understand. Thank you, Julian. Once I decided what I want to do , I?ll be sure to give you a call if I proceed.
Called Julian to learn more about tax strategies for a W2 earner as it relates to real estate. Julian was very knowledgeable with his experience but also took time to thoroughly explain concepts and answer all of my questions!
I recently had an outstanding experience with this Julian! His expertise, professionalism, and efficiency made the entire process smooth. He went above and beyond to secure the best terms for my mortgage. I highly recommend his services for anyone seeking a reliable and knowledgeable mortgage broker!
We met Julian through a mutual contact and we were so lucky to have worked with him. With Julian?s help, we purchased our first house and new home in Rancho Park area in LA during the middle of pandemic. Julian was so informative and patient with us. He helped guide us through the process as our Buying Agent. He is super knowledgeable and came up with good strategies on making offers. He helped us purchase our dream house. We cannot thank him enough. We look forward to working with Julian again in the futur
I have collaborated on real estate transactions with Julian and he is always a delight to work with. I am impressed with the breadth of knowledge he offers in real estate, loans and taxes. Expertise in the three specialties intersect to provide his clients with a clear understanding of their financial position and which moves would make the most sense for their end goal. Aside from his professional capabilities, Julian is kind, easy and is a great fit for both the high end client and the laid back person wh
I?ve known and worked with Julian for over 22 years. Julian is a very knowledgable, caring, reliable, transparent and trustworthy CPA, Real Estate and Mortgage Broker. He?s probably the second most knowledgable Mortgage Broker I know, only second to the person who?s writing this review. :).
Julian is a trusted advisor with deep knowledge across multiple disciplines of real estate and tax law. He has consulted me through countless real estate, mortgage, and tax related needs. Julian provides a personalized approach to the real estate experience, creates value for his clients, and is always looking around the corner for additional tax savings. Julian gives great advice and is a pleasure to do business with.
I've had the pleasure of working with Julian for both my business and personal accounting needs, and I cannot express enough how grateful I am for the exemplary service provided. Julian has truly been a game-changer in managing my financial affairs. I highly recommend him for anyone seeking a dedicated and knowledgeable CPA.
Julian is my trusted source to navigate pall matters of real estate, tax planning, and making big, rewarding life decisions with full confidence. He takes the time to deeply connect, making sure that I?m fully leveraging the knowledge and education he provides, that I?m thinking long-term, and that I?m only taking actions aligned with my interests. Thanks to Julian, I?ve been able to go from an individual with zero experience or real estate, to owning my first property, to eventually reaching beyond my drea
I had to re-file my taxes last minute due to mistakes and wrongdoings, but Julian explained to me what was wrong and showed me the steps he was going to take to make it right and Re-file my taxes. All within 3 days. Definitely recommend anyone seeking a professional and knowledgeable CPA.
We loved working with Julian. From the beginning, he explained the prequalification process in detail and what we need to provide and then throughout the escrow process. Once we got approved to buy our townhome it was very easy to move forward step-by-step with no stress or hassle. The fact that he?s a CPA also gave us some tax tips. It?s a huge bonus to have Julian on our side .
I have had the pleasure of working closely with Julian over the past 3 Month and I am consistently impressed by his expertise, work ethic, and commitment to excellence.
I'm a first time home buyer and Julian really helped me understand my tax situation and how to benefit from it. Very attentive and thorough. Looking forward to working more with him in the future.
Julian has been a pleasure to work with as always. The communication is amazing and I can always trust him to get the job done. Another successful transaction with Julian and look forward to many more. Thank you for your continued expertise and business!
Julian is incredible! Extremely professional, diligent, friendly, responsive, and prompt! I will absolutely be working with him again in the future!
Julian has promptly and accurately helped me with my tax returns and was always available to answer my questions. As I am planning to look for a home in future, he was able to explain in detail what the home buying and mortgage process involve and explain how it is best to get ready. It is nice to be able to discuss all these matters with one person. It makes the process more clear and flawless.
Iulian has been a valuable resource and always extremely helpful in refinancing and finding the best rates on the market. He is very experienced in tax strategies and able to provide detailed info.
I've been a realtor in Orange County myself and although I retired, I definitely know what makes a realtor stand out from being average, or even "good". Julian is great. He works well with other agents, has a wealth of valuable contacts in the trades (inspectors, loan officers, repair/contractors of all types, etc.), and most importantly, is extremely diligent, hard working and honest. If you're looking for representation or even advice - Julian is your guy.
We have been working with Julian for many years on multiple fronts. He has helped us with a few real estate transactions including finding our investment properties, he intermediated the related acquisition mortgages and helped us refinance those to lower interest rates over time and his is actively helping us with our tax planning and preparation for our 3 businesses and at the personal level. It is so convenient and effective to be able to work with one professional on all our real estate, mortgage, tax
Julian is an amazing professional, friendly and knowledgeable. His expertise across real estate, mortgages and tax planning is unparalleled.
Julian was super helpful getting us closed in a short time. He was very on top of the situation and updated us throughout the process.
Julian Florescu is absolutely amazing . He took care of us every step throughout entire process . I highly recommend working with him .
Julian is top notch. Quick response and personable. Very knowledgeable about about all aspects of tax law and ramifications. Best recommendation of 2023 for me!
Julian has been my sounding board for my real estate ideas since I met him in 2003. I recommend his services whether mortgage, real estate, or accounting expertise to anyone.
Julian helped me turn around a quick request to estimate my taxes on a home sale...he is super knowledgeable and super responsive - thanks Julian!
Excellent service. Expedient and detailed despite my late request. Will be my go to for future tax and CPA services.
Fast , thoughtful, and high performance. Highly recommend to everyone.
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.