Omega Investments

Omega Investments

Reviews Summary

Clients consistently praise the professional's expertise, patience, and genuine care for their financial well-being. He excels at explaining complex insurance and investment options clearly, tailoring solutions to individual needs without pressure. Many highlight his responsiveness, thoroughness, and willingness to go above and beyond, including personalized follow-ups and educational support. Trustworthiness and empathy stand out, with clients feeling he prioritizes their best interests. Highly recommended for life insurance, retirement planning, and financial guidance, with particular appreciation for his transparent, client-focused approach.

About This Listing

Bookkeeping
Business Consulting
Financial Statements
Payroll
Tax Preparation
Tax Planning
IRS Representation
Financial Advisory
Estate and Trust Tax
Small Businesses
Mid-size Businesses
High-net-worth Individuals
Individual Taxpayers
Real Estate
Healthcare
Professional Services
QuickBooks
GAAP Compliance
Multi-state Experience
Years of Practice

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

Bookkeeping
Business Consulting
Financial Statements
Payroll
Tax Preparation
Tax Planning
IRS Representation
Financial Advisory
Estate and Trust Tax
Small Businesses
Mid-size Businesses
High-net-worth Individuals
Individual Taxpayers
Real Estate
Healthcare
Professional Services
QuickBooks
GAAP Compliance
Multi-state Experience
Years of Practice

Contact Information

Address

2020 Main St Ste 1200

Irvine, California 92614

Hours

Sunday Closed
Monday 9AM-7PM
Tuesday 9AM-7PM
Wednesday 9AM-7PM
Thursday 9AM-7PM
Friday 9AM-7PM
Saturday 9AM-3PM

Customer Reviews

I have had the pleasure of working with Denis and have found him to be extremely diligent and thorough in his approach. He takes the time to explain all the crucial aspects in a clear and concise manner, helping to build a strong and effective financial plan. I highly recommend him to anyone seeking expert financial guidance.

I recently had the pleasure of working with Denis, from Omega Investments, and I must say, my experience with him and his team was nothing short of outstanding. Denis and his team took the time to understand my specific needs and concerns, and they ensured I was well-prepared for any potential challenges life might throw my way. What struck me the most was his genuine empathy, as he shared his personal experiences, showing that he truly cares about his clients.

When my wife and I made the decision to look into different investment and insurance options, we needed someone to help us understand and navigate the many options available. Denis was able to provide us with all the information and education we needed to choose what products were best for our family. He was in constant contact, making sure all of our questions were answered. Whether it was setting up video chats with his team for legal advise, or financial analysis, or just spending extra time personally w

Denis is very professional, knowledgeable and helpful while giving advice on how to set up policies that will benefit you in the future. He listens and hears any goals or concerns you have with investing your money and then helps create a policy that best fits what you are looking for. You can tell he truly wants what's best for his clients and tries to do everything he can to help them be set for the future. I highly recommend him if you are looking for help to save and invest your money. Thank you Denis!!

The single most important quality we all look for in a professional advisor of any kind is trustworthiness. We listen intently to their sales pitches?not so much for the details?but to find out if we think they can be trusted. I met Denis in an unconventional way. I was desperately looking for someone to help me out of a jam created by another less than trustworthy advisor. He saw someone in need and, without any financial incentive, he wanted to help me reach a positive outcome, which we did. I am gratefu

I contacted Denis at New York Life by way of Yelp. And it wasn't even directly to him?just one of the ?send this request to multiple vendors? forms. He responded to me within an hour of me clicking ?send.? Early bird and all that. On the phone, Denis asked me questions that suggested that he paid attention to my original inquiry, AND that he listened when I was talking. He was helpful and very knowledgeable about the ins and outs of life insurance. He spent over an hour with me just on that call, before w

Denis was great!! I reached out to him for life insurance and he set me up with a comprehensive plan that I'm very happy with. He didn't pressure me into buying more than I needed and was really responsive to my needs & budget. I'll be happy to continue to grow our relationship in the future. Highly recommend!!

In thinking about our future and leaving a legacy behind for our children, Denis helped us visualize what could be. He provided us with numerous options knowing what our end game was and never pressured us to go a particular direction. You can tell he genuinely cares about you and your family and he truly wants the best for everyone. He was incredibly resourceful and always made himself available to answer any questions or address any concerns. We would definitely recommend Denis for anyone's financial

Denis was a pleasure to work with. He educated me and listened to my needs. He was fast and thorough. I'm glad i found him and i look forward to continue working together. Highly highly recommend Denis!

Mr. Denis was absolutely outstanding! He truly cares about your financial well-being. Very attentive to anyone?s financial needs and extensively explained about the wonderful benefits of New York Life insurance! He is a man of integrity and enthusiastic about what he does! Trustworthy individual and highly respect him.

Denis helped me build my retirement plan. It took me a long time to decide but he never pressured me and he made himself available to answer all my questions. He was honest with me and looked after my interest and life goals. I would not hesitate to recommend him to my family and friends.

Denis was amazing! He went over and above to help my husband and I to get life insurance and answered all of our questions timely. I would definitely recommend him.

My experience with Denis has been excellent. He is knowledgeable and professional and went above and beyond to help me understand the program choices for my age and goals. I recommend this agent wholeheartedly.

Denis is a phenomenal agent to work with. He answered all my questions about getting a whole life insurance policy and was able to give me a great quote with MassMutual. Highly recommend!!!

Denis was a great support helping me make a very important financial decision for my future. His communication and follow up was impeccable. I look forward to partnering again in the future.

Denis is a first class professional. He takes care to listen then educate you on the specific products that align with your needs. Great to work with!

Denis is extremely knowledgeable and helpful! Denis extensively explained my options while helping me set up for my financial future. I highly recommend to anyone looking for help to save and invest!

I worked with Denis, a true professional. He was very helpful with my life insurance policies and my retirement annuities.

Thank you so much Denis! Best experience with an insurance agent. Took time to go over all of my options and set me up with a great comprehensive plan.

Denis was quick, very respectful, and it was easy to work with. Great work. ??

Denis did a great job ..made the whole process seamless and smooth. Highly recommend.

Rithika was phenomenal to work with. She handled all my needs with attentiveness, efficiency, and respect.

Hi Denis D was super helpful in guiding me though my insurance options at Mass Mutual Highly recommend them for all insurance needs

This life insurance is taking their job seriously and respect their clients, which is the most important thing when choosing a life insurance.

Very knowledgeable about the various insurance and investment options but more importantly sincerely cares about your financial future. Agent you can trust!

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.