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MK Loan Consulting

MK Loan Consulting

Reviews Summary

The overwhelming majority of reviews praise the exceptional service, professionalism, and expertise of the team, particularly highlighting their responsiveness, transparency, and ability to deliver outstanding results with student loan forgiveness. Customers consistently describe the process as smooth, stress-free, and life-changing, with many enthusiastically recommending the service to others. While one negative review cited poor communication, the consensus reflects highly satisfied clients who feel supported, valued, and relieved by the team's dedicated assistance.

About This Listing

Tax Preparation
Tax Planning
IRS Representation
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

Tax Preparation
Tax Planning
IRS Representation
Financial Advisory

Contact Information

Address

225 E Broadway Suite 106

Glendale, California 91205

Visit Website Call Now Get Directions

Hours

Sunday Closed
Monday 10AM-5:30PM
Tuesday 10AM-5:30PM
Wednesday 10AM-5:30PM
Thursday 10AM-5:30PM
Friday 10AM-5:30PM
Saturday Closed

Customer Reviews

It was such a pleasure working with Mary and her team throughout the past couple of years. They took their time to explain the process from beginning to end and patiently answered all questions. Great customer service, always helpful and responsive. I was at ease knowing that I can trust someone to help with my student loans. Everything happened so swiftly and on time. Thank you Mary for all of your assistance and expertise!!

I just wanted to thank Mary and her entire staff for not only delivering on their promise, but surpassing all of my expectations. I'm still in disbelief that they were able to get the entirety of my student loans forgiven. I feel like I am able to breathe again and can finally start planning for the future I've always wanted. I highly recommend MK Loan Consulting to anyone seeking financial liberation and expert loan assistance. Thank you all so much!!!

The whole team is amazing. They make you feel like a VIP client, service is outstanding. No words to describe Mary she guides you on the right path. She is so honest about the whole process. It's easy, painless, and the best decision you'll ever make. I have already referred several family and friends to MK Loans and all Of them are happy and thankful. So thank you Mary you are amazing.

I was drowning in student loans and I didn't have a concrete plan of how I was going to manage them. I thought I was a lost cause! The whole team is phenomenal! service is outstanding. They are so warm and welcoming. Mary put me on the right path! Mary is so passionate about what she does, it exudes in her work! She is so transparent and genuine about the whole process. It's easy, painless, and the best decision you'll ever make. Take the step, go do it and see what a huge difference it'll make for you!

Mary and her team delivered on all of their promises and exceeded expectations. The team at MK Loan Consulting was extremely patient and quick to return my calls and answer any questions pertaining to my case. The passion they have for the work they do and for helping people came through in every interaction I had with them. Thank you Mary and team!

I can't thank Mary and her team at MK loan consulting enough. I've worked in public service for many years as a psychologist and she helped me get the rest of my loans forgiven. She is an expert in the field and knows exactly how to help even in most difficult cases. I'd highly recommend reaching out for a consultation? thank you Mary ??

Overall amazing experience. I was referred to Mary by fellow peers to contact MKLoanConsulting to see if there were any options with my student loan debt. I am forever grateful for her help and will continue to recommend her!

Mary and her team are the absolute best! They really took the time to answer any questions I had and thoroughly listened to me as the client as well. I recommended them to family and friends and they were all very satisfied as well. Thank you Mary and staff for the amazing service, you guys were great!

Mary and her team are amazing I have referred all my friends. Thank you Mary for helping us out. I would recommend everyone with student loans to go to MK Loan consulting you won't regret it.

Arlin was really good and amazing when she handled my loan forgiveness they treat me like very important client with nice smile at her face I am really highly recommended for anyone who have students loans she will very fast and accurate helpful Thank you Arlin and your team ????

Mary and her team are amazing, very professional . Thank You for all you do.

One of the best choices I have ever made regarding managing my finances. The customer service here is unbeatable!

No communication, no replies to emails, nothing. Go somewhere else, waste of money.

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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