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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.
*Note: Every CPA operates a bit differently. Don’t hesitate to ask questions before committing.*
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41 Douglas Dr Suite # 101
Oceanside, California 92058
I had such a good experience with Omni. Roxy made the loan application process clear and easy to get through. They ask for certain bank statements and documents to make sure to identify the correct person. It took me a while longer than I expected to gather my information, but Roxy was pleasant and very professional. She was also patient with me and she made sure to call me to walk me through the process making sure I had all of the info I needed. I finished same day and the funds were deposited into my acc
Thank You to Leslie De La Rosa for Great customer service and making our transaction easy on the phone and in person visit. I have used Omni multiple times and each time they give me piece of mind and make things easier. Keep doing great things Leslie!
I've never had anything but good things to say about Omni. I have been a customer off and on since 2014 and will continue to use their services in the future. Roxy was a tremendous help and made the entire process easy and without delay. Highly recommended.
The customer service was amazing, Roxey was super patient and very helpful. She explained every step of the process and answered my questions I had. She even answered questions I should have asked. I will definitely be back, they are truly a be supporter of the military. Thanks a lot Roxey and Omni!!!
Roxy, was outstanding and her customer service was for all to emulate. She provide very good help with my loan application and made me feel at home.
Roxey, was truly amazing, she worked fast, efficient , she is sweet as can be! Stayed late just to help me! She's an amazing person and I will put out the references
Roxey was amazing and a god send. Thank you so much I am almost in tears because I was tearing my hair out trying to figure out my financial situation and this was an hour drive from home but soooooo very much worth it. The service here was quick and amazing. I cannot thank her enough this will really help my family.
Roxy provided outstanding customer service.her instructions were clear and concise. She was very customer friendly. She was very professional and knowledgeable. It was a great experience working with her for this loan.
My wife recommended me to go here, as I've been getting denied for other loans but getting desperate due to unexpected car issues. Roxey was incredible at guiding me through the whole process. I waited there to get a reply the same day and I walked out very happy! Thank you so much to Roxey & Omni for helping us. I'll be recommending this place to all my other Marines when they are in need of financial help!
Roxy - Gave me lots of my favorite candy..Smarties!! Live this lady.. she is hip! Thank you for all your help!! ???? Mike - Awesome dude right here!!! We talked about military retirement..we're on the same page?thank you brother!!!
The service provided was prompt and well presented. Ms.Leslie was very helpful with the process. She answered all questions and worked around my scheduled resulting in supporting opportunities. EXCELLENT EXPERIENCE!! Nothing but AWESOME! Promote ahead of peers??Thank you Ms.Leslie :)
Roxey was extremely helpful with the loan process. She had excellent customer service and ensured she was helpful throughout the entire process. Excellent service.
Roxey & Susana were very helpful and have good communication in assisting me with getting my loan. I do very much like this loan service because they know how to work with military members very well. I felt very well taken care of.
Ms. Roxey is fantastic and very accommodating! She made everything less painful and awkward! Thank you so much!
Leslie Dela Rosa was amazing and her energy and patience put me at ease. I am grateful for the support!?? Omni financial truly says yes to veterans!??
Roxy was such a great help I came in having a bad day because I got my car towed but she helped me out and I got all my information down and she helped me with no problems even tho I was stressed I would recommend going to them they were an absolute delight. I will be telling my military friends about this instead of going to non military loan places this is the best
Had an amazing experience with Leslie throughout the entire process. She explained everything clearly and helped every step. Definitely recommend !
Best customer service in forever!!! R. Barksdale was on it. When i expected to maybe hear back from her tomorrow or next week by text, she was calling me back within 30 mins. , I loved that !!! Something that has taken weeks before , she made it happen the same day!!! Remind me of customer service way back in the day, nothing like most people today!!! I was Lucky today!!! Thanks Again!!!
Roxey and her staff were nothing short of amazing. My family and i were met with smiles and comfort. My loan was finalized within a couple of hours and i was able to obtain the funds i needed. Thanks ladies.
Roxey was of such great help, she was super friendly and made the process go fast and easy to understand!
Roxey was a great help fir my first omni account. She helped me with every step. And it was a fast approval. In my opinion, she should get a raise.
Roxey & Vivian I haven't had a bad experience here and I've been using this place since 2008. They have never denied me for a loan...I reccomend it if you have any questions hit me up. Roxey truly made my day. Exceptional Customer Service Lady's.
I reached out to Omni as a last resort in order to pay for needed vehicle repairs totaling over $7K. With not so perfect credit, Omni was the only company that approved my loan request and understood my situation. Ms. Roxey you are Awesome! Thank You! You really made my day and lifted my spirits when I was beginning to give up hope. Thank you for being down to earth, for listening, making me feel comfortable and for being that shining light when I wanted to just give up hope.
Any and every time something came up, Omni was able to help. Highly recommend. Roxie and Lesli were very professional and helpful.
Susana has been super patient and informative with my case. Really made the process so much faster and less complicated than it couldve been. Love doing business here when in a pinch.
Roxey was fantastic and helped me.She was nice and she helped me in a very time efficient manner.
Everyone that helped me out was very kind and knowledgeable, answered every questions I had. Ms. Roxy helped me get squared away with everything that I needed. Thank you Ms.Roxy!
I've been coming to Omni for years. I rarely have any issues. But in dire need I can depend on coming to this location and rest assured they will assist by any means necessary. Ariel is the sweetest person here and very patient along with Amber. Believe me I didn't think I would be able to work with them but a simple allotment and I don't have to worry about making payments.
Spoke with Ms. Leslie. She's very helpful, friendly and patient. She has helped me through the loan process and procedures were a smooth process. Definitely recommend!
my experience was fast and easy once an rep. reached out to me, she was very helpful and stayed on the line with me to ensure that I did everything write the first time. to any military family in need of financial assistance I do highly recommend OMNI with great monthly payments and have various different amounts to request from
I was unable to complete the process online so I went to the nearest location which was Oceanside. Roxey gave us directions to the office and assisted me with completing the loan. She was very respectful and got me in and out. Thanks!!!
Great experience. Roxey helped me every second of the way and was very kind to help me with everything I needed.she was fast helping me and very patient with all the questions and concerns I had.
Roxey was amazing! Awesome customer service! I would definitely come to her first for any other loans!
Roxy was so kind and helpful. Shes so helpful with giving all the details needed. I recommend her.
Roxey was an outstanding help getting everything finalized. She is very knowledgeable and very polite. Thank you for all your assistance.
Leslie was a great. Patient, super friendly and professional. Working on her own in the store, she needs a raise!
Leslie was very helpful and took the time to explain everything in detail to be sure I didn't miss anything. Will definitely be referring Omni to my friends and family in the future!
As always, Roxey was beyond great, got me in and out in no time with my refinanced loan!! Very wonderful crew, greatly appreciate the time and patience they have with their customers!!
Roxey and Terry were extremely professional and super expedient throughout the entire process. Best team I've worked with !
Leslie & Roxy was outstanding. Great customer service. I will for sure refer people to Omni.
I've been using Omni loans for about 19 years in 4 different locations and I have to say this was the brightest friendliest office and staff ever Roxey was Extremely professional and proficient I was in and out of the office in less than 30 minutes.
Roxey and the staff were amazing. In and out In a matter of minutes. Very friendly and knowledgeable. Great customer service.
Quick and understanding service and good people. Delia was especially helpful with me., making sure I got all my information. I appreciate the support Delia and the whole San Diego staff.
Omni is great. They helped me out when no one else would! Myra was great she made sure she kept me updated and made sure I understood everything.
Roxey is an extremely competent, reliable, proficient and knowledgeable professional who made the application submission process extremely seamless and pain-free.
Leslie was an amazing consultant. Everyone was very happy and eager to help and had a great attitude!
Omni Oceanside is hands down one of the most professional loan establishments around. Diamond was the representative that helped me out. She was quick, thorough, and precise. All staff at this location are also very friendly and welcoming. If you need a quick loan, Omni Oceanside is the place to stop in.
Roxie was amazing at geatating me through the process! She was on the phone waling through stepby-step. Thank You!
Leslie and Vivian were amazing!!! Walked me through the process quick and easy!! Learned about finances and how allotments work!! Will definitely recommend Oceanside office!!!
Roxey is amazing! Very professional and helped me in my time of need!
Thank you Amber & Arie for all your support in helping me getting approved for this personal loan! Both of you ladies were very kind, as well as professional... Thanks alot! I'll be sure to refer some of my friends & colleagues, if they should need any assistance in getting a loan.????
Roxy has always helped me, and truly cares about the customer and their experience.
Omni Financial is an amazing, reliable company with true dedication to it's service members. Roxy was a delight boasting superior customer service.
I had an excellent experience; it was quick, easy, and hassle free. Best of all was the staff, specifically 'Ariel' was so professional and went the extra mile to assure me that my financial needs got met.
Roxey was an amazing professional expert when she helped us close in on our loan! Thank you so much!
Leslie was a big help regarding customer service, she was very patient and professional. Highly recommended!!
Roxey was a fantastic help vey accommodating I would recommend her service to others
Roxey was amazing and very knowledgeable. Got me in and out very fast. Not a single worry here
Roxie was amazing super helpful very professional answers any and all question I recommend this service to all militaries who are in a pinch and needs some help!
Roxey is very easy and a pleasure to work with. Fast with service and help. Highly recommend !
Vivian and Roxey helped me out with my loan process, it was quick and easy. I was in and out in about 10 minutes! Thank you both for all the help!
She was on top of each step unfortunately I could not get a lone even though I don't make enough to increase.. but she gave a good customer Sevices and I will reach again in the future if my situation changes..
Ariel, Dan, and Dhymon were great! They went above and beyond to help me in my time of urgency. I highly recommend Omni if you need a loan!
Roxey was amazing through the entire process and very patient too can't recommend Omni enough.
Roxey was a great help, straight to the point and able to answer any questions I had.
Roxey was exceptionally helpful and patient. Very knowledgeable about the process and guided me well.
Omni has been amazing since day 1. Very helpful and understanding of any situation you may be in. Ariel Jackson has been incredible and super friendly. If you need financial help at all, choose Omni.
This place is awesome. If you're in a pickle, they will get you approved really fast. They love the military. :) Roxy rules
Leslie was super helpful and made the process very fast and easy! Best part, place is only down the street from where I live.
Was an awesome experience working with Vivian at the Oceanside office. Made everything exceptionally easy and quick. Thank you.
Roxey gave me great service. She got me approved and got me the loan quickly. Thank you!
I was very pleased with the service! Vivian was a an amazing help and was very patient and informative with giving me Al the assistance that I needed!!
Very sweet and a lot Patience. Would definitely recommended for my co workers to speak with Leslie!!
Chezka Perez was amazing! Helped me out within the same day. Made it super easy & got my loan!
I have been a long client of onmi military loans, and this has been my best experience, Ms Chezka Perez and Roxey Barksdale where more than willing to assist me every step of the way, they where patient and informative with timely accurate information regarding my account form start to completion. Thank you greatly for all the help .......Tijani
Great customer service. It was fast and easy as 1, 2, 3. I was approved for my loan in less than 24hrs. Highly recommend if in need of a loan!
Roxey was very helpful and professional I will definitely be recommending Omni to my friends
Roxey was a great help and made me laugh with her brightness, thank you!
I have been with Omni for years. Rocky really help me with getting my documents uploaded. I appreciate it. Thanks a lot.
I had an amazing experience with Mrs.Vivan .She walked with me every step of the way. She's a very patient and professional woman.
Leslie was amazing and help me throughout the whole process of getting approved for a loan.
Roxey was very helpful and got me approved and walking out with a pocket full of cash within 45 mins thank you!
Roxey was very helpful and polite. I will recommend Omni to friends and family that are military!
Roxy was a great help and thanks to Omni I can pay my bills and buy groceries!
Ariel was very professional and my experience with Omni military loans was exceptional and hassle free. I will definitely recommend Omni to all my military family and friends. Omni definitely gets 5 stars. Thanks Ariel....
Roxey. Very professional customer service I was well informed and all the procedures went smoothly.
Leslie was great help. Got my loan super quick. Highly recommend.
Super helpful, friendly, and upbeat. Very professional and all around wonderful place of business.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.