*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.*
3230 E Imperial Hwy # 300
Brea, California 92821
Jason is a knowledgeable person about finances with a heart for getting people out of debt. Personal experience goes a long way; having done this for his family, he knows all the feelings you can go through. Except you can have a guide who knows how to do it, can coach you, and hold you accountable being gentle and reminding you of your end goal at the same time. As an individual or a couple watch yourself blossom into the new you with no debt with Jason.
Jason has been a true advocate for me and my family, ever since our first meeting. The level of integrity he brings to each coaching session is evident. I ended up not only feeling truly cared for, but with my own level of clarity and inspiration to launch forward from. A genuine, worthwhile investment in myself and my family.
Jason deserves more than 5 stars. My wife and I were in trouble with our finances and after prayer we made the choice to have Jason help us. We truly feel this was one of the best decisions we've made and are so so grateful for what he's made possible for our family!
Differences in spending habits and beliefs in a relationship can cause financial disagreements that put a strain on relationships. Jason is an important resource to develop spending habits and goals that serve everyone?s dreams and needs. He creates a safe, non-judgmental environment to allow for the necessary dialogue to develop a plan specific for you. This includes getting clear on your goals, and the knowledge and habits that allow you to build a secure future, regardless of today?s money situation or d
To Whom It May Concern, I highly recommend Jason Madsen for roles requiring deep financial insight and exceptional interpersonal skills. Jason's ability to discuss complex issues without seeming salesy, combined with his dedication to creating a non-judgmental environment, makes him a valuable asset for fostering financial harmony and achieving collective goals.
Jason has been an incredible asset on my financial journey. After evaluating multiple advisors, it became evident during my initial meeting with him that he possessed the expertise and empathy necessary to guide me through my financial challenges. Addressing my impulsive spending, a sensitive subject for me, was made easier by Jason's non-judgmental and compassionate approach. His ability to create a safe space allowed me to openly discuss my struggles. Collaboratively, we formulated a tailored plan to stee
Jason is the financial coach you want! He genuinely cares about you and wants you to succeed in your financial goals. My family have made big decisions with his help and he's earned our trust
Jason is a very knowledgeable and friendly person. He is a good listener. He is the right kind of person to help you get out of debt.
Jason has been very supportive in guiding me with my finances. Jason doesn't just help with finances he understands when you go through difficult times financially, it affects every aspect of life. The support meant the most to me. Jason is very kind, considerate, and compassionate. I am thankful for Jason. He has wisdom concerning life and coping skills. His being able to be well rounded makes him a blessing to help you through rough times financially. I can't thank God or Jason enough for helping me thr
Every person has area?s to sure up regarding finances. We invited Jason in and he was so easy to work with, wise and helped us lay a foundation to build on for years to come. We worked on everything from budget, savings, insurance policy?s, and investing. We have better systems in place and greater confidence for the future. We are so grateful for the wisdom and support Jason gave to us. We highly recommend Jason to anyone in any stage of life.
I just finished a Budget Deep Dive with Jason at Madsen Financial Coaching, which has been one of the best things I could have done. I work in the creative fields and money management is not one of my strong points. Jason really is a "budgeting wizard" who knows a lot and explains things in a way that makes a not so fun subject much more relaxing (and shame free). I really believed that my budgeting skills were a total disaster, but after the Budget Deep Dive I am now a lot more sure of my skills and see a
Jason has a genuine concern for his client's best interest and willing to go the extra mile. He is working with a mission to help client and solve the problem together. I was able to talk to Jason about other problems in life that was related to financial difficulty, which greatly helped me take the right direction towards my financial goal. In other words, Jason is a very skillful financial coach that he let you think and decide through strategic yet compassionate conversation with him.
Extremely helpful visit with Jason, he approaches finances holistically, helping you with a better mentality and establishing healthy habits. He asks great questions that allow you to think differently about money. Would highly recommend for anyone who wants to get ahold of their finances and life in order to live more intentionally!
Jason is compassionate, a good listener, and follows through with what he says. Trust is very important to me and Jason quickly proved to me that he has integrity.
Jason was wonderful to work with! He helped me realize I was the main reason my business wasn?t getting off the ground. He worked with me closely and diligently to overcome mental blocks that kept me from realizing the dreams I have for my small business. I?m gaining confidence every day in myself and my abilities, and am working towards a stable financial outlook that would not have been possible without his help. Thank you so much Jason!
Jason is a very knowledgeable person with integrity and professionalism. He has a talent for helping people in need.
Amazing financial coaching!! Helped my husband and I get out of $14,000+ of debt. So practical in his approach and recommendations. Highly recommend!
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.