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970 Reserve Dr Suite 202
Roseville, California 95678
I would like to share my extremely disappointing experience with Level Debt. From the very beginning, I was sold on the promise of an ?easy? process that would lead me to a more secure financial position. However, that turned out to be nothing more than a facade. Instead of helping me, the program left me in a worse situation than before. I ended up being sued by my creditors and, shockingly, I owe even more money than I did when I started this program. My credit is now in ruins, and I was forced to scramb
I just signed up for Level Financing and Calvin Davis is a wonderful, kindhearted person and I know Level Financing is very proud of him he's very professional. Calvin spent 3 hours on the phone answering my questions in a very, very professional manner so that i felt very comfortable. What I want to say to anyone who may be wary about debt settlement programs is I've been through this situation before. In 1997 I enrolled in a debt settlement program you have to be patient. Please understand Level Financing
From the very first contact with Matt to the last interaction with Gil my experience was met with professionalism and compassion. In between, Susan and Lisa and everyone else were a dream to work with! Thank you for making an unpleasant situation bearable!
Ryan was very helpful and answered all my questions. I am a little skeptical about the program given that I'm a "first timer" but feel confident that Ryan and the people at Level Financing have my best interest at heart. This was not an easy decision for me to make by any means but something I must do at this point and time. Thank you Ryan for making me feel reassured and at peace with my decision to continue on with the program! ??
Michelle was extremely helpful and knowledgeable in all aspects of this program from start to finish. I would like to thank her for all her efforts. MICHAEL JONES
Ryan Stern was very detail oriented with information given. He is patient and a good listener. I would definitely recommend him to my friends and families.
I appreciated Mr. Matthew Reyes prompt response in resolving a simple but weighing dilemma. Excellent supervisor who's expertise, respectful, caring, calm and welcoming demeanor I would not hesitate to recommend. Thank you, Mr. Reyes!!!
This was my first dealing with Level Financing. I will admit I was very skeptical about the program. I wanted a loan not counseling. Nunzio was so patient and understanding of my situation. He was very clear with me about the program. I have enrolled and look forward to being debt free. Thank Nunzio for all your help
I have had an excellent experience with Level Debt. Everyone helped me a great deal. Michelle went out of her way to get the help I needed to get out of debt. Thank you all.
I have been constantly amazed by the professionalism and personalized care of the different agents looking out for me and helping me ! Special thanks to Kate, you relaxed me , and Tammy ?. Don't think you can find a better company to help someone in this situation! Thanks , Vicky 0
The program was explained clearly & thoroughly making it easy to understand. Ryan was great to work with. His communication & attention to details were spot on! I highly recommend Level Financing to anyone in need of financial assistance.
PLEASE do not do this or any other settlement program. At minimum, research what you are choosing to get into. You are essentially paying them to not pay your creditors and drive your credit into the dirt, and then negotiate your debt with your creditors. I don't know about you, but I can for sure do this myself without paying for help. Most of the time you can negotiate these debts especially with credit card companies yourself as low as $.10 on the dollar. The lowest they were able to settle for me was $.
So far, so good? thank you Julian for making me feel at ease and confident about this journey. It was NOT easy for me to start this, but he made it to where he did not pressure me into doing anything unless I was 1000% sure and made sure I understood everything before proceeding. I can't wait for results.! Thank you Julian and team?
Level Debt is a world class company... They stated what they could do for me and they did it in a speedy and very accurate way...I am pleased to call them my go to debt leveling helper... Thank you Level Debt and all your Customer Service people for the fine job they did to help me get debt free...I would recommend Level Debt to anyone who needs help clearing their debt...
Sara Sullivan was FANTASTIC. Sara guided me through the process of getting debt-free and always answered my questions, no matter how in the left field they were. I never felt lost or confused. Sara touched base with me every month to keep me informed on how the process was proceeding. It takes patience and time; but with Sara's guidance, I got debt-free. i can not thank Sara and her team at Pinnacle Legal enough! I'll always be grateful for ALL Pinnacle did for me! Mark Neal
Level Debt did a fantastic job helping me build a case against my bank for unfair interest charges and to get my debt reduced significantly! In addition, I also participated in their educational program, which allowed me to handle my finances and stress better. Good work Team! Thank you.
I had a high depth on my credit I got settled great amount I paid off and my Credit score go high thanks MR Guil Herrera you did an amazing Job
Bullying and being dickheads to people is not how you get customers. People were rude about my financial situation, on top of making fun of it to try and get me to enroll in their debt relief program.
Rachael was very friendly and helpful. All the staff actually Katy and Michelle have been very helpful along my journey as well. Still on my journey but would recommend Level Debt to anyone in need. They provide helpful tools and support and coaching and they answer your doubts. Thank you.
Brianna did an excellent job, her patience and knowledge was outstanding and she helped me through a very difficult time. I would highly recommend her to anyone seeking assistance. Her work ethic is above and beyond exceptional.
First of all, if I don't recognize a phone number, it goes straight to my voicemail. For some reason this time I answered it. Divine intervention? ???? To make this short, Gonzo, Amber, Kaity, and Brianna truly lifted a huge weight off my shoulders. If you're reading this review you know what I mean. These guys are a perfect blend of business and compassion. I could go on and on, but I said I would make this short.
Very disappointed with the service of Level Debt. None of the scheduled appointments were ever kept, none!! And, the percentage of my savings was very low and not anywhere near what was talked about in the beginning when signing up for the service. The app for on-line record keeping of my account was a joke as there were no running balances, strange. My account still has $230 that is in question. If you want to follow the progress, good luck. I had to do my own record keeping. Seriously, I am so glad that
This company has the best, friendliest, kind, understanding and honest agents. Talk about trust. I was very honest and embarrassed opening up to them about my finances and they made me feel at ease and extremely comfortable. I once used them back in 2019 and recently after a divorce I reached out to them again. It felt great speaking to Danielle again. Like an old friend. Well they did such phenomenal job negotiating with my debtors then and once that all cleared my credit was outstanding a few months afte
Thanks to Rachel Ramnarine, Debt Loan Account Executive, who was very knowledgeable, professional and caring every time I spoke with her. Overall, I have received great customer service from all the staff persons with whom I had contact. Great job!
I have been working with Level Debt and, more specifically, Tammy Pecht as my financial coach and they have done an excellent job helping me organize my finances and problem solve when money is tight. Both Tammy and the company deserve all the praise they can get for the service they provide
Sara Sullivan handled my account with amazing dedication. Always professional.she guided me through a difficult time offering support and flexibility . I am now debt free with a credit score I haven't seen in years.! thanks Sara and Level finance
Rachel was a big help, she help me every step of way to get this loan to clear my credit and make me again debt free. I really appreciate her help, and also Level Financing. You guys really mean what you say! Thanks for everything. Yolanda Ortiz
Worked with Nicole Pomatto. She was wonderful! Her description of the process was easy to understand. She was extremely thorough, patient, professional and just plain nice! Nicole had answers to all of my questions and she helped me feel very confident in the process. Thank you so much Nicole! :-)
Very unhappy overall. In the beginning they were helpful and easy to reach. After a few months the agents were difficult to get ahold of and return calls rarely happened. The people changed almost monthly. That says a lot about a business. I wish I had never been involved. They do not tell the truth upfront. Avoid if possible!
I just had the best experience with Natalie Morey! She is extremely knowledgeable and so helpful and understanding, it made me feel not so bad about my debt issue's. Natalie explained everything and answered all of my questions. I appreciate the opportunity to get a handle on my debt with your company and I know if I have any questions Natalie will be there to help. Thank you and give that girl a Christmas bonus!
I had the pleasure to work with Holly W. What sets her apart from the rest is she really cares for your needs . She was a breath of fresh air in my desperate time of need. She works hard for your best interests. I recommend her to anyone in need , thank you Holly . Your truly a blessing... Sincerely, Alan
I was so scared, and nervous about taking this huge step in my life, but Sara Sullivan with Level put all my nerves at ease. I almost felt like I was talking to a friend I had known forever. She listens intently, and puts up with my ENDLESS amount of questions, and really makes the process easy. Sara really made my severe nerves turn into excitement and hope for a better future free of the heavy burden of debt, and she didn't sugar coat things. For the first time in a long time, I feel like a tremendous wei
Thanks to Tammy, in our 1st or 2nd conversation she mentioned to me about cautious spending. In other words, don't buy what you already have. Look in the pantry or around the house for what you have and what you need. So over the months I have began only buying what is needed and not in bulk. Produce is now one or two as opposed to a bag, that will rot and have to be thrown out. These actions are a joke to the family, but very serious for me. I feel good about making these changes as they have helped me to
The moment I made the call to Level and Diego Cabello picked up the phone he was so friendly & respectful. He walked me through everything and didn't make me feel like we had to rush it. He explained everything detail for detail. Diego made small talk just to make me feel more comfortable. He even worked with my work schedule knowing that we were on different time zones. The customer service was excellent!! He even told me after I was enrolled if I have any questions or concerns not to hesitate to contact h
Angelina Gonzales did an awesome job. She was patient in answering all my questions in a way I could understand. She responded professionally and I could tell she loved helping people. I had a great experience I would recommend this company to anybody struggling, or just needing a helping hand to straighten up their finances!
Aina Torres was the best she explained everything so thoroughly and so that I understood everything. She was very pleasant and so friendly and extremely knowledgeable. I'm must admit I was and still am very nervous about doing this but she made me feel better about it. I am hoping for the best I would recommend us these people for your debt consolidation
I just had a wonderful experience with Natalie Morey. She is very knowledgeable, friendly, and professional. She makes you feel like you are in good hands. Thank you, Natalie. It was a pleasure speaking with you today!
James was extremely helpful and patient with me. He explained the program fully to me and answered all the questions I had. I highly recommend LEVEL financing to anyone, and especially James for his customer service and financial/credit knowledge.
Mark was really great we came up with a plan to fit my needs and what works best for me. He listened and went over my information with me so that I understand the terms. I am so glad that this company had options most companies that called me only wanted to focus on me giving up my credit cards but with Level I was able to pick if I wanted to clear my loans as well. Im so happy to get some of my debt cleared I recommend 5 stars. Also the process was really quick.
Just like most people who have also left a review, I just so happened to stumble upon this company and was very worried about how this would all play out. However, I truly have to give my appreciation to Brandi B. She is currently my account specialist and has been nothing short of amazing. Any concern I have had, she has been able to answer swiftly and concisely, as well as multiple times if needed to make sure I'm understanding what is being done with my information and accounts. She is very personable an
Natalie made it easy to understand the process and was very patient with me and making sure that I understood all the information. Not once was she trying to ?sell? some thing or moving me along just to get me to sign. Natalie is very genuine when I spoke with her. She was very professional and so kind. Financial freedom was a just a dream now with the help from Level Financing the weight of never getting out of debt has been lifted. Not to mention being able to speak to a financial coach throughout this pr
I had the great pleasure to be helped by Natalie. Been in debt is hard enough, and also to be able and find such great assistance in such hard times was a real treat for me. I was a bit confused and scared to make the right move financially, in hoping to make the right decision. She was really amazing help and explain the process thoroughly. My fear was gone and I knew I was making the right decision. Thank you Natalie for been such great help. And helping us to get out of the on going frustration, if not
Very professional, considerate, thoughtful, detailed. The staff answered calls quickly.
I was helped by Angelina G. She was super pleasant to work with. Very friendly and she explained what she was doing every step of the way. I felt safe giving her my information. Highly suggest you guys reach out to them for help! Very trustworthy (:
Let me tell you a story. After working for 40 years, I retired to Florida. I came to the realization I couldn't repay without help. I received the Level Debt letter and spoke with Natalie who took the time to explain everything. Level Debt is so professional and nobody helped me more than Brandi. She sent me books, gave me tips and was there to be much more. Thank you for this opportunity.
I spoke with Natalie today, she assisted me and explained the process and went over how the program worked. I was happy with how quickly and easily Level Financing was able to help me settle my debt. My wife and I just had our first child and the debt weighed heavy on us. Now, we can breathe easier knowing that we'll be paying off the principle with much less interest.
After speaking with James, I felt confident with the plan that we created to help eliminate my unsecured debt. He was very thorough in explaining how Level Debt works and what the process entails. The benefits that I will be seeing monthly were outlined very clearly along with the other aspects of the program. I am glad that I called to inquire about their services. Jay Hankard
James was a wonderful help and very patient with us. He combined mine and my partner?s debt at the same time and explained every question that we had. I would highly recommend him.
James Muller and Diego Cabello were outstanding. They were very professional and compassionate, as they are dealing with such a difficult subject. They responded to all my questions with confidence and much knowledge. Truly blessed to have them provide the service I needed. ??
Extremely responsive. Very knowledgeable. Great friendly people. They made me feel very comfortable with the entire process from beginning to end. Tammy was great. Her coaching was incredible. She made me see why I was spending the way I was and helped me overcome it in a very considerate friendly way. I will miss our conversations. She became a constant in my life for the past four years. I couldn't have done it without her. Thank you Tammy. You are the best!!!!
Ania was very professional and delightful to talk and work with. She was able to explain all details from start to finish. The day I called I was in my lunch break. Only 30 minutes was what I had to speak with Ania. She got me through the first part of the program. She was able to text me more information that I needed. I was able to speak with her during my last break from work and we were able to close the deal. Having to work with such a person as her allows for me to be able to recommend this organiz
Diego Cabello. Today he changed my life. I mostly appreciate his calm yet knowledgeable experience and information. I felt like I was speaking with a friend giving great advice. He prepared me every step of the way and put my mind at ease at how simple putting my credit back on track is very possible. Don't hesitate if life happening finds you needing assistance to steady your footing, all while easing your mind that you are covered. I thank Diego immensely.
Brandi B can't say enough good things. From the get go she was there for me and always is and in the blink of an eye she's very responsive and that's always gave me peace of mind. I feel good knowing my credit issues are in her hands. She's very helpful as well. Very thankful for her! Very understanding as well. Will always have answer or solution. Thanks Brandi b
I was very skeptical about this whole process and very nervous at the same time. However, Diego Cabello was able to put my mind at ease and help me tremendously! He's so great with his customer service skills, and I would recommend him counseling you on your debt settlements any day! He's a truly genuine person that wants to help!
Matthew Reyes was very friendly and very helpful. He answered all my questions quickly and efficiently. He was very personable and made me feel comfortable as well as assured that I would be getting the help I need to get my finances back on track. The whole experience was a pleasant one and made me feel much better about my debt relief. I look forward to paying off my debt and working with Level Financing to do so. Thank you so much for your help!
Josh and Jen from level debt went above and beyond for me! This was the most difficult program to go through, next to my contentious divorce, but it was well worth it! You really have to make this your priority and focus on the end goal. I can now look forward to making better financial decisions to lead me to raising my credit score, which in turn will help me to give my children a better future! I am a single parent with sole custody, who receives zero dollars in child support. If I can do it, you can!
Sara has been a tremendous help to me. She is awesome. Always there for me and always keeps in touch with me. Would recommend Level debt to anyone. They really try to help their clients and are very good!!! Thank you Sara, yours truly, Dane
I spoke with Chelsea DeWeese today. She explained everything to me, how the program works step by step. Talking with Chelsea she made me feel very comfortable, it felt personable as if I've known her for awhile. Thank you Chelsea for your patience, understanding and kindness. Debbie
I worked with an employee by the name of Chelsea D. Not only was she extremely helpful but she was also VERY patient and thorough in addressing my concerns. Although I did not use LevelUp, I still felt compelled to recognize Chelsea's gracious demeanor and patience in answering questions I had for her. Great asset to have on the team!
Mr. Diego Cabello was very helpful in getting me started with the program, explained the program in detail, made me feel at ease and completely comfortable. Thank you so very much for your kindness and knowledge. Great customer service.
Today I finished my program! It feels amazing that I am done and it honestly went by so fast! I chose to complete my program in 4 years. My counselor was Tammy! She was always so sweet, helpful, responsive, kind, and made me feel comfortable! The program is simple! Everything they teach you is for your benefit! My credit score is now in the 800?s. Since I started the program my score just kept rising. Everyone involved in the program keeps you in the loop of how much you've paid off and when you will finish
I want to thank everyone but especially Brandi B.. I was a total wreck when I first realized how much debt I had accumulated I was on the verge of a mental and physical breakdown. With Brandi B talking to me and listening to me, she was always calm and collected. I was having panic attacks and she was always there for me. I knew I could call, text or email her at anytime and she would be there for me. I am now 6 months in and things are so much better for me. I couldn't have gone through this alone. Thank
Diego was great. He was very knowledgeable of his job and answered every question I had. He gave me multiple options and helped me come up with the best decision for me! He was also very friendly and relatable which made me very comfortable.
I worked with Aina Torres in getting my credit cards compiled into one manageable payment. She was extremely knowledgeable and very informative. We agreed on a plan. Walked me through the process step by step. Within in an hour she has me on my way to be debt free in a 1/3 of the time it would have taken otherwise. Thanks Aina! You're awesome!
Tracie is an outstanding member of your team. She is extremely knowledgeable and patient. I was somewhat reticent in my initially but she quickly made me feel comfortable and confident in her skills. We worked respectfully together to a successful resolution of my needs. Her employer is fortunate to have her on staff. She deserves a strong 10 out of 10. BRAVA!
The day I spoke with Diego, my life changed drastically. He took away a year of stress and I finally felt like someone was in my corner now. He was extremely knowledgeable and my questions were answered precisely. I have a hard time trusting, so it was hard going this route. The fact that Diego will be there for all my questions and insecurities , is a godsend. Thank you greatly Diego and Level for making my life easier.I would definitely recommend this company to anyone who feels lost and trying to fight t
I spoke with Natalie and even though it was clear that I did not qualify for the program, she spent the time answering all my questions. She was very professional, knowleagable and personable. I thoroughly enjoyed my time on the phone with her and would definitely recommend her. Thank you!
I have been corresponding with Brandi B. with level financing for six or eight months now. I have never worked with a representative of any company that clicked into everything that I was concerned about with my credit, as much as I have with Brandi. She's bright and informative on all levels of dealing with credit financing and she is a pleasure to deal with. I actually look forward to our talks. Thank You so much for making my day and taking care of my Financial needs. God speed Brandi! Thank You! God ble
Nunzio was so patient and listened to all I had to say and even repeated himself with all my questions! He explained everything I needed to know and reassured me in my stress that all would be worked out! I am so grateful for everything the staff is doing to help me! A million thank yous and God bless!
James was Amazing. He went over the whole process with me so I could understand everything. He chose the best plan that fit my goals. Thanks to him and Level Financing, I'll be debt free in 3 to 4 years.
Natalie was simply wonderful, today, super easy to work with, upbeat and on the ball. My experience with Natalie assured me on so many levels regarding my decision, and this company. Thank you so much Natalie! You are awesome. Mary
Wanted to give a big shout out to Brandi B, she has been amazing and phenomenal since the process started. She is knowledgeable and really helpful I'm glad to have gone through the process with her assistance! Definitely recommend working with Brandi B- Tony
Angelina Gonzales. Can't say enough about this person for being a great representative of their company. Angelina was professional, and very patient with me. Was extremely professional and explained everything very clearly. Absolutely deserves a raise. She gave me hope when I felt like I had no other place to go. I dont vouch for the integrity of folks often. Angelina wins.
Diego Alvarado Cabello, is the man with the bright positive attitude very welcoming. He was really nice and helpful. Walk me through every steps understanding. I really appreciate him to the max and he made my day, have a great day Diego. A.C
Amber was very helpful! She knew just the right settlement to put me in! Professional in every way! She answered all my questions and she made sure to let me know if I had anymore, she was just a phone call away! Thanks for helping me get out of debt! Have an amazing day!
Mark Verdugo was very patient and thorough in not only explaining the program but adding his personal experience and reassurance to the process. His "soft" approach and information was the key to removing my initial skepticism and led to the ultimate decision to go forward.
Aina was the first person I spoke with at Level Debt. She is very knowledgeable and provided lots of information while she guided me through the process to reduce my debt. Aina is also very patient. I asked many questions and she answered all my questions. Violetta guided me through the compliant portion and I will be meeting with her monthly. I am very pleased with the knowledge and guidance provided by the team and look forward to working with them in the coming months. Lorna
I want to say thanks to James Muller for helping me understand my credit card debt. I had a lot of mixed feelings about it and he reassured me I could get out of it quicker, easier, and with my financial integrity intact! I was really unsure with how I felt at first, but now I genuinely feel this is a fair shake, without unexpected consequences. Thank you.
Heather was extremely personable and helpful. She looked into multiple options to see which would best fit me and my situation. She answered every question I had at full extent, when I was done I couldn't even think of another question. As an added bonus, she was very positive and made me feel better about my situation. All good vibes.
I Want To Thank Diego For Everything I Got Enrolled in Level Financing Debt Program on Tuesday. Diego was really helpful and wanted to help me clear my debt. He listened to you Really well not impatient at all. Want to hear all of your concerns. He gives you detail by detail of what the program is about. Not going to rush the process. But can't wait slowly but surely progress my being made. And never go back into debt again.
With such a stressful, touchy subject to begin with Natalie made the process smooth and seem less. It was definitely a pleasure working with her. Her customer service skills are top notch!
Angelina is the kindest, most patient and understanding person that I have ever spoken with. I wish I could give her more than 5 stars! I highly recommend!
I spoke with Natalie today and she was so great!! Explained everything to me and just gave me some relief! I am very happy I signed up excited for the outcome!
James was very knowledgeable about this process. He explained everything to me very well & answered any questions I had. I was a little hesitant & he was patient, not pushy, and gave me time to think about it before making my decision. He was very professional.
Had an absolutely awesome experience with James. I am very relieved that I made contact to find a solution. Most questions were answered almost before ask. Very patient and calm.
A huge thank you to Aina Torres. She was professional, organized and nurturing. Having such an excellent rapport with customers and being so in tune with their individual needs, Aina is a hot commodity in your company. She is attentive, methodical and has an uncanny ability to get things done. Her commitment to professionalism and productivity, along with her positive attitude made her a joy to work with. Aina?s interest in helping people is sincere and it allows her to meaningfully connect with everyone s
Can I say that this lady here Natalie Morey did an excellent job helping me today. She was able to explain everything so I could understand. She did a great job today! Thank You!
My experience this far with Brandi B has been top notch!. She not only knows everything about everything that speaks about. She also has a ligit answer for any questions I might have along the way. Shes EXTREMELY nice and seems to make light of any situation she comes across. Not only would I highly recommend her to other clients looking to consolidate debt and learn about how to better their financial situation, I would recommend that she be reviewed and considered for a highly role in the company. She des
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.