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Mckenzie Adams

Mckenzie Adams

Reviews Summary

Customers consistently praise McKenzie Adams for exceptional service, professionalism, and results in credit improvement and financial assistance. The team is highlighted for responsiveness, expertise, and dedication, often exceeding expectations with rapid credit score increases (100+ points in weeks) and seamless processes. Many express regret for not engaging sooner and strongly recommend their services. Specific strengths include personalized attention, transparent communication, and a collaborative approach that transforms financial outcomes. The overwhelming sentiment is gratitude for life-changing support.

About This Listing

Business Consulting
Financial Advisory

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

Business Consulting
Financial Advisory

Contact Information

Address

7710 Balboa Ave

San Diego, California 92111

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 10AM-12PM

Customer Reviews

Excellent service and extremely responsive and energetic team! My only issue was that I didn't work with them sooner. The McKenzie team are one of the most efficient companies in this business. Thank you to Valentina and her team for making this process seamless! - Bayo and Michelle

My only regret is that I did not come to McKenzie Adams sooner. I tried to get do PPP online by myself. It was a nightmare. Lots of wasted time and feeling that I was not making progress. McKenzie Adams (Valentina Fox , April R., Rachelle H. Jonas J. and Kay O.) delivered results, quickly and as promised. I am grateful for their service and attention to the customer. You call...you speak with a human being with a friendly and helpful attitude. Dedicated and hard working professionals. I have recomm

Excellent services received from this group of great guys,doing the best you can ask for. working with them for my PPP loan was very smooth and i was also able to increase my loan approval through them. Appreciate them always and my business can grow more. Thank you Mckenzie Group.

McKenzie Adams Credit counseling is the best ever. They work like magic through in depth knowledge of credit counseling and hardworking personnel who have only one thing in mind ?to keep the clients happy with great outcomes.? In less than two months my credits was bumped from 552 to 685 and it keeps climbing. They are a big relief from the overzealous collection agencies. I have used a lot of credit counseling outfits in the past that just swindle without any appreciable outcome. But McKenzie Adams stands

This organization to me is an exemplary group of hardworking people with nothing but success in their minds to help their clients for a rewarding outcome. It simply just better the lives of their clients of which I am a beneficiary. I owe McKenzie Adams a debt of gratitude.

McKenzie Adams showed all type of professionalism and they delivered as promised. Special thank you to Valentina, Kay , Sam , April and Joanas. This team went out of their way to ensure everything went through for me . Once again , thank you for everything.

This organization was great! They were able to help me out and increase my score over 100 points in 2 weeks! I would recommend them to anyone who is trying to improve their credit!

This has been by far the best financial team service I have ever received , the team work and eagerness to make sure their customer gets the best is what I really Love about Mckenzie Adam! Thank you

Their professionalism was top notch, very amazing customer service. Will definitely refer clients to you guys.

My experience was very good customer service and professionalism. They kept me involved for every step of my process so that was very comforting.

Amazing work this company never gives up when it looks like its going to be a long process or a difficult one.

I didn't have credit score before and McKenzie Adams help me to increase my score to 740 now.

Thank you for being very patient and staying very professional with me. I appreciate the expert advise.

The staff is so kind. Excellent service!

Great service that is expedited quickly and professionally.

Great service! Amazing Team!

Realiable i would say. frank

(Translated by Google) So professional (Original) ????

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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