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Mosley Wealth Management

Mosley Wealth Management

Reviews Summary

Mosley Wealth Management receives overwhelmingly positive reviews, with most clients praising their professionalism, personalized financial advice, and client-focused approach. Many highlight the team's knowledge, transparency, and caring attitude, making clients feel secure about their investments and retirement planning. A few mention concerns about product pushing, but the majority appreciate the stable investments, educational resources, and family-like treatment. Long-term clients particularly value the consistent performance and trustworthiness.

About This Listing

Tax Preparation
Tax Planning
Financial Advisory
Small Businesses
Mid-size Businesses
High-net-worth Individuals
Individual Taxpayers
QuickBooks
Xero
GAAP Compliance
Risk Management
State-Specific Experience
Multi-state Experience
Years of Practice
CPA License

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
Financial Advisory
Small Businesses
Mid-size Businesses
High-net-worth Individuals
Individual Taxpayers
QuickBooks
Xero
GAAP Compliance
Risk Management
State-Specific Experience
Multi-state Experience
Years of Practice
CPA License

Contact Information

Address

2401 E Katella Ave #270

Anaheim, California 92806

Visit Website Call Now Get Directions

Hours

Sunday Closed
Monday 8:30AM-5PM
Tuesday 8:30AM-5PM
Wednesday 8:30AM-5PM
Thursday 8:30AM-5PM
Friday 9AM-1PM
Saturday Closed

Customer Reviews

I'd decided last year to jump into retirement and felt a little overwhelmed by all the Medicare and financial information I needed to go through so I attended a financial seminar offered by Mosley Wealth Management. Everything they were saying made sense to me and I felt that they cared about each of their clients so I placed my retirement funds into their capable hands and have been very happy to have done so! They have been available to all my newbie questions and are happy to meet either over the phone o

My wife and I have been so fortunate to have been introduced to Tom and his team through a mailer inviting us to a ?Rejuvenate Your Retirement? education course over six years ago. Just retiring at that time, I knew so much about large corporation service networks, but nothing about planning for our long-term retirement. It was then we met with The Mosley team and began to develop a solid strategy to meet the retirement goals and objectives my wife and I desired. Trust was rapidly earned as our plan was

Several years ago, after being concerned about my current financial advisor, I discovered Mosley Wealth Management through a free seminar. The information was eye opening, easy to understand and their mission of helping clients save on taxes really hit home for me. They were different than other Advisors I had met. As a older, single gal, I really feel like they "get" me. I can ask crazy questions and they never make me feel uncomfortable. In fact, they treat everyone like family. I also love their mi

I am a retiree going on 9-years. Transferred an existing 'retirement portfolio' to and started working with Travis at MWM + 6-Months ago. I'm extremely satisfied with results to date: 'Portfolio' positively overhauled to now provide a 'personal financial plan and blueprint' providing increased stability with appreciable growth! Only 'MWM public announcement' statement to-date not yet able to be satisfied is...Personal face-to-face meeting with Tom Mosley:) Ed F.

Having worked with other financial planners, I can say with all sincerity that I have found the place I will live out my financial future. I have genuine confidence in the team at Mosley Wealth Management. It is a reassuring feeling as I age to know both I and my adult children will be well taken care of

Not the typical Financial Management company, they really go out of their way to befriend their clients. More importantly, they offer sound advice on how to invest one's money, depending on what risk the client is comfortable accepting. MWM seem to pick sound, stable Investment companies, to invest in/with. I have been with MWM for many years now and have I always been treated with the utmost care for my financial concerns, and the personnel are very willing to answer my questions, to ease my mind. This app

I had a wonderful investment counselor who acted as a true fiduciary agent. Investing in equities that made me money. However he advised me that the owner was pushing him to sell products that made the Mosely Company more money through commissions such as annuities and insurance products. Well number one, I didnt want or need these, and number two, these products would end up reducing my long term account value. My high integrity portfolio counselor left this company and so did I. I didn't follow m

Tom and Charley are knowledgeable, transparent, patient, kind, honest, and devoted to offering the highest service to my family and our investment portfolio. The receptionists and other staff are friendly and warm?MWM is like one big, supportive family.

From the very first meeting that I attended with Tom, I felt very comfortable and informed. Tom and his team are very attentive and trustworthy. I am also moved by the charities they (we) are involved in. Another nice touch is how they introduce new team members on their weekly ?Tuesday with Tom? videos. Just sit down with Tom and see what I mean.

Mosley Wealth Management does an excellent work on investing and has the client interest in mind at all times, the associates are friendly and nice. Been with them over five years.

I have confidence in the investments the Mosley Wealth Management does on my behalf. Having your retirement funds secure makes your retirement worry free.

My husband and I appreciate the level of professionalism of the Mosley team. We look forward to their financial guidance in our upcoming retirement years.

My husband and I highly recommend Mosley and Associates. Everyone is very professional and helpful.

Great financial advisors with wonderful insight and knowledge on different platforms to grow your portfolio.

Great team! So Knowledgeable and show personal concern for you and your finances.

Great people, knowledgable and easy to work with.

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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