Back to Directory
Legal Services of America, Inc.

Legal Services of America, Inc.

Reviews Summary

The consensus highlights exceptional service with consistent praise for professionalism, responsiveness, and expertise. Clients appreciate the team's efficiency, detailed advice, and ability to resolve complex legal issues swiftly. Many note the value of having reliable support during stressful situations, with specific commendation for clear communication and proactive follow-ups. The service is repeatedly recommended for real estate transactions and legal disputes, with clients emphasizing trust, gratitude, and successful outcomes. The overall sentiment is overwhelmingly positive, with frequent mentions of going "above and beyond."

About This Listing

Real Estate
Risk Management

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

Real Estate
Risk Management

Contact Information

Address

7277 Lone Pine Dr C-201

Rancho Murieta, California 95683

Visit Website Call Now Get Directions

Hours

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

Customer Reviews

I wanted to take a moment to express my sincere gratitude to LSOA for the exceptional service provided during a recent transaction. The team went above and beyond to ensure all our questions were promptly addressed by email or phone. Their responsiveness, diligence, and proactive follow-ups made a significant difference during a stressful time. The clear communication and unwavering support were invaluable, providing peace of mind throughout the process. While additional legal counsel was sought for specif

So extremely easy to work with. So extremely efficient. So extremely satisfying and through. On a scale of 1 to 10 my experience with Legal Services of America, Inc. rates 100. Thank you Alaina Maria Marie Smith, LSOA Dispute Resolution Centrer

I want to start by saying that I had zero previous knowledge about lawsuits nor of how court matters worked. Legal Services of America (Alaina in particular) fully understood that I'd be working from the point of not knowing anything about the legal system. They patiently worked with me and gave me everything that I needed in order to be successful with my claim. Alaina would take the time to review any and everything that I needed to submit and make suggestions which ultimately led to me receiving the maxi

I highly recommend Legal Services of America. Alaina helped to resolve the issue of a seller canceling a purchase contract. She is very professional and was quick in responding to all of my emails and followed up to make sure everything ran smoothly. She went above and beyond!

I as very pleased with the prompt attention to the issue at hand. I had been putting off calling Legal Services thinking it would take too long for them to get back to me because the weekend and a holiday were approaching. I was pleasantly surprised at the prompt attention to the matter and the quick turn around time for resolution. Alania S. took my information and followed through on the same day. She communicated with me and followed up with an email.

Legal Services helped my buyer get their deposit back due a cancellation request from my buyer after the home inspection. Seller did not want to return the deposit arguing they had already made some repairs, but buyer never requested any repairs. Buyer simply wanted to cancel based on the the home inspection. Inspection Contingency was still valid.

Alaina's Team & the staff of Legal Services of America always exceeds our clients' expectations. They are the BEST in the industry. They are so reliable, detail oriented. They provide detailed adviceas a Real Estate Agent & to all of our clients in providing resolutions. They are highly recommended. With gratitude for all your hard work!

We had the pleasure of working with Alaina Smith. Alaina was able to solve our problem. She's very efficient and her responds to email and phone are very quick. Overall, I would recommend Legal Services of America, Inc.

I am happy I signed up to use the services LSOA offers. They have been very helpful in successfully helping me win my case. Alaina has gone the extra mile with great follow up and making sure I was ready for court.

This is the kind of Business that you really wish you never need, but glad you have it whenever the time arises. Especially when you operate in an area that always questions legal, and threatens law suits! Alaina has personally helped me so many times. Even when you're a straight arrow shooter, you never know what the other side will try to pull off unfortunately. When it happens, you'll be happy that you have the support of Alaina, and Legal Services of America! They've definitely have a partner client for

We could not be more thankful for all of the hard work that Alaina did to help us. This was our first time dealing with anything like this and the knowledge, expertise and professionalism that Alaina had made this process easy for us. We would not have received the result we did without Alaina?s help.

Legal Services of America is the kind of company you wish you will never have to use, because when you call them you know you have a problem. But they worth e-ve-ry penny of the small fee you pay at all your closings to protect you, your clients, and your transactions (I think of them as an insurance company). They will very professionally step in, stand by your side, listen to you, analyze the situation and then handle it, calmly but firmly, with the appropriate legal language/deadlines, always copy you, a

We have been working with the Legal Services of America team for many years now and have enjoyed the service they provide. They are responsive, professional and timely. I highly recommend them. Christine C

As a realtor work on buy and sell transaction will facing all kinds issues between the seller and the buyer or an 3rd party. With legal service of America behind you will help you to make issue goes away easy.

I had a small claims court issue and got such excellent support and advice all the way through the several months it took. I can't be more appreciative for all of the good advice and help I was given.

Alaina Marie Smith was extremely helpful. Her persistent assistance was the reason we won the case.

My Legal Adviser gave me very good information. Thank you CAR for having such knowledgeable people to guide us.

Great to work with, very professional and response quickly to pressing issues. I would suggest all Real Estate agents to use in every transactions

Alaina was very helpful, knowledgeable and helped us win our case..

Excellent service very professional

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.

Skip to main Home Best CPA's Nearby Upgrade your plans English Avatar for Nico Bottema Welcome, Nico Bottema! Share Install the tag on your site to get access to all features, tools and the insights you need. It's fast and easy. Site ID: 6455700 Get started with the tag installation 1 Copy this code. 1 2 3 4 5 6 7 8 9 10 11 Copy code 2 Paste the code into the of every page where you want to track user behavior or collect feedback. 3 To make sure everything is ready, verify that your code was installed. Verify installation OTHER WAYS TO INSTALL Install with a team member’s help Install on a platform Install with a npm package Explore the demo Take a tour of the product with realistic data to explore. Explore demo site Common questions View all Course How do I install the tag? Collect session data for replays, heatmaps, and on-site surveys by installing a unique tag on your site. Ready to add it? Follow the instructions in this 15-minute course. Article How do I know if the tag is installed correctly? Article Will the tag slow down my site? Suggested for you Enable 2FA now Two-factor authentication (2FA) adds an additional layer of security to your account. Popular shortcuts title Feedback button Capture feedback in the wild by letting users share it at any point title Set up a Net Promoter Score® survey Measure long-term customer loyalty and happiness the tried-and-tested way. title Exit-intent survey Capture feedback before visitors leave and reduce your bounce rate Get started Interviews (new) Get real time feedback at critical times, thanks to easy, in-depth recruitment and analysis. Create project Finish your installation Surveys Feedback button Dashboard Invite team members Integrations