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Lagerlof, LLP

Lagerlof, LLP

Reviews Summary

Lagerlof Law Firm receives overwhelmingly positive feedback, with most reviews praising their professionalism, expertise, and excellent client service. Many highlight responsive communication, attention to detail, and making complex legal processes clear and comfortable. The firm is frequently recommended for estate planning, probate, and real estate matters. While one negative review mentions unprofessional behavior from a specific attorney, the vast majority describe caring, trustworthy attorneys who provide efficient, reasonably priced services with exceptional follow-through. Multiple clients emphasize feeling at ease during sensitive discussions about assets and future planning.

About This Listing

Business Consulting
Tax Preparation
Tax Planning
Entity Structuring
Estate and Trust Tax
Mergers and Acquisitions
Small Businesses
Mid-size Businesses
Large Enterprises
High-net-worth Individuals
Real Estate
Multi-state Experience
Years of Practice
In-person Support

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

Business Consulting
Tax Preparation
Tax Planning
Entity Structuring
Estate and Trust Tax
Mergers and Acquisitions
Small Businesses
Mid-size Businesses
Large Enterprises
High-net-worth Individuals
Real Estate
Multi-state Experience
Years of Practice
In-person Support

Contact Information

Address

155 N Lake Ave 11th floor

Pasadena, California 91101

Visit Website Call Now Get Directions

Hours

Sunday Closed
Monday 8AM-5PM
Tuesday 8AM-5PM
Wednesday 8AM-5PM
Thursday 8AM-5PM
Friday 8AM-5PM
Saturday Closed

Customer Reviews

We were very pleased with the service we received from Lagerlof. Zacharias and Christine did a very good job of handling the probate case that the firm was engaged to deal with. Their knowledge of the process and diligence resulted in the matter being resolved as quickly as could be expected, with minimal problems or delays. Zacharias and Christine responded to our questions and concerns quickly and informatively, resulting in us being very comfortable with the process. We would highly recommend Lagelof

We're in our 50s, not wealthy, with no financial support from our parents, and our assets are fairly straightforward. When we started looking for a lawyer to set up a living trust, our goal was to ensure that our only child would have no difficulties inheriting what we've worked hard to save and acquire. After receiving several recommendations from friends who had gone through the estate planning process, we had a general idea of the costs involved. We waited about two months for our first appointment with

We had the privilege to work with Vanessa Terzian at Lagerlof, LLP. Having never done this before, Vanessa was welcoming and supportive. She was communicative and never left us hanging. Vanessa and her staff answered our questions, and walked us through this process. Never an easy discussion to have about protecting our assets and planning for the future, Vanessa made us feel at ease. She was completely trustworthy and discrete. We highly recommend Vanessa Terzian for planning your financial future and pr

The law firm of Lagerlof, LLP is a full service professional services firm. They've always been able to point me in the right direction, provide the necessary advice and counsel, and follow through on any administrative details. Internally, their service is responsive, friendly, and exceptionally helpful! Dena Klotz in particular is an attorney you can trust.

Top notch law firm. Best in class. Reasonable and fair pricing. I would not use anyone else.

The attorneys at Lagerlof are caring, expert professionals. They have advised our nonprofit organization on a variety of issues, and each time they have provided careful, thoughtful counsel within our budget. They also care deeply about making a difference in our community. I would highly recommend them.

Lagerlof Law Firm in Pasadena deserves a 10 star review. I highly recommend Joshua Driskel at Lagerlof Law. Joshua represented our borrower in a recent 1.75 Million real estate transaction in Silver Lake CA. This was my first time working with an attorney in real estate transaction. I was pleasantly surprised by his nice demeanor (not that I know a lot of mean attorneys lol). He had an impeccable attention to detail and possessed great problem solving skills, this coupled with his quick response times

Dena and her team were extremely helpful in preparing my Trust and Will. Highly recommend.

Stay away from Nick Everett. He's unpleasant, unprofessional and he is a disgraceful person who holds no accountability for his actions.

Clear communication, efficient service, timely responses. Excellent legal firm.

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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