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Laila J. Kepler, Attorney & Counselor at Law

Laila J. Kepler, Attorney & Counselor at Law

Reviews Summary

The majority of reviews are highly positive, praising the attorney's thoroughness, professionalism, and ability to explain complex trust and estate planning matters clearly. Clients appreciate her detailed approach, personalized guidance, and willingness to spend time addressing their needs. Many recommend her services enthusiastically. However, one negative review criticizes her phone demeanor as curt and unhelpful, suggesting a lack of willingness to assist or refer. Overall, satisfaction is very high, with most clients valuing her expertise and meticulous attention to detail.

About This Listing

Tax Planning
Estate and Trust Tax
High-net-worth Individuals
GAAP Compliance
Complex Situations
Years of Practice
CPA License

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
Estate and Trust Tax
High-net-worth Individuals
GAAP Compliance
Complex Situations
Years of Practice
CPA License

Contact Information

Address

43460 Ridge Park Dr STE 200

Temecula, California 92590

Visit Website Call Now Get Directions

Customer Reviews

My husband is very well educated and comfortable with financial planning. But what Laila did for us went so far above and beyond. Her recommendations, presenting different options and considerations - truly priceless. I can't imagine what either of us would do if she hadn't compiled and provided us with a detailed, book with all of our completed and approved documents and much more. Thank you so much. We're getting up there in years and plan to see Laila again soon to review our original and update it

I'm in the process of setting up a trust for my wife and my estate. Laila Kepler was excellent. She spent a lot of time explaining things to us, she took on the transfer of the house to the trust, and she explained our homework about the conversion of our bank and brokerage accounts to the trust. She also gave us written instructions so that we would not forget our "homework".

We are very happy that we contacted Ms. Kepler. Our family situation makes our trust complicated. She spent a lot of time with us and asked us thought provoking questions. We sincerely appreciate the guidance Ms. Kepler gave us. We have recommended her to two friends. They were very satisfied.

Reading a posted "negative" review I almost did not contact Laila Kepler for the estate planning I needed. I'm glad I made my own decision to go forward. She did an extremely thorough job completing my Trust and I can't say enough about her professionalism.

She has been my families trust attorney for many years now. Very thorough and professional. Highly qualified and I highly recommend her for trust and estate planning.

Well, if you need a friendly and understanding person, this gal is not the one for you! Phone demeanor was was curt and snotty. She seemed very unwilling to answer anything about what was presented to her and did not offer a potential referral to someone that could potentially help. Best advice to her is to rethink her opening image and realized attorney's are a dime a dozen! Best wishes to her future!

A very personable, professional and detailed attorney. I highly recommend her services.

She's really explained the terms.

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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