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Marshall Life and Financial Solutions, Inc.

Marshall Life and Financial Solutions, Inc.

Reviews Summary

The reviews consistently highlight exceptional service, expertise, and trustworthiness. Clients praise the personalized, professional approach to financial and retirement planning, emphasizing thorough guidance, transparency, and a genuine commitment to their best interests. Many note long-term satisfaction, strong communication, and a sense of security. The team is described as knowledgeable, patient, and reliable, often exceeding expectations. Highly recommended for financial, insurance, and retirement needs.

About This Listing

Tax Planning
Financial Advisory
Estate and Trust Tax

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
Financial Advisory
Estate and Trust Tax

Contact Information

Address

1040 Nevada St Suite 307

Redlands, California 92374

Visit Website Call Now Get Directions

Hours

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

Customer Reviews

I wish I worked with Victoria years ago! She is calm, knowledgable, and assertive. While advocating for our best interest with various financial institutions, she consolidated accounts and created a compressive plan for my family's future.

Victoria is excellent in customer service! She is very professional and definitely demonstrates financial expertise that has given me a sense of security and trust. She is kind and personable that I have come to consider her my friend. I would highly recommend Victoria for all your financial and retirement needs. She is the absolute best!

Victoria is very patient and professional, and she has been very easy to work with. She'll make sure you thoroughly understand the advice she's giving you, which I found very encouraging. We evaluated a few different financial professionals before settling on this office. This is a good one - highly capable and trustworthy!

I first engaged with Victoria, thinking all I needed to do prior to retiring was to select a medical plan. Much to my surprise her services cover things I hadn't even considered. Working with her is a pleasure because she really is interested in your success. I highly recommend her to anyone wanting the pros and cons of important financial decisions and assistance getting there.

I have known Victoria almost 15 years. She has helped me prepare for my retirement and I'm almost there. She has also recommended other people through some difficulties that I have had. I recommend her very highly. She is very knowledgeable went it comes to retirement questions and life insurances. She is always there to help you.

Satisfying experience. Victoria and Paige are very knowledgeable and down to earth. When we first went, we really didn't know what to expect. Turned out, that they are there to help others. They help with the IRA, life insurance and my savings accounts. Now, I can go about life with comfort and ease at mind. Thank you Victoria Marshall and Paige.

Rating: ????? As a fellow insurance agency in the community, we proudly endorse the stellar services of Marshall Insurance. In the dynamic landscape of insurance, Marshall Insurance stands as a paragon of trustworthiness and reliability. Marshall Insurance consistently goes the extra mile to ensure their clients receive top-notch service. Their team's dedication to client satisfaction is evident in every interaction. From tailoring personalized policies to seamless claims processing, Marshall Insurance se

Victoria always takes care of me right at the moment I call her. I know nothing of money and finances but I don't need to, Victoria does it all for me. She has my best interests at heart. It takes alot to trust a stranger with your money but Victoria has turned into a friend.

I had an outstanding experience with Marshall Life and Financial Solutions. Their team exhibited exceptional professionalism and in-depth knowledge, guiding me through various financial options tailored to my needs. The personalized approach, coupled with transparent communication, instilled confidence in their services. I highly recommend Marshall Life and Financial Solutions for their expertise and commitment to customer satisfaction.

Great and fast response. I can always expect my agent to invest my money wisely.

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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