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Oportun

Oportun

Reviews Summary

The reviews overwhelmingly praise the excellent customer service, with frequent mentions of friendly, helpful, and professional staff. Many highlight the fast, efficient, and informative process, often recommending the service to others. A few note specific positive experiences with refinancing or emergency loans. The single negative review mentions a long wait and confusion about payment methods, but this is an outlier among the majority of 5-star ratings.

About This Listing

Bookkeeping
Payroll
Tax Preparation
Tax Planning
Financial Advisory
Small Businesses
Individual Taxpayers
QuickBooks
Xero
GAAP Compliance

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
Payroll
Tax Preparation
Tax Planning
Financial Advisory
Small Businesses
Individual Taxpayers
QuickBooks
Xero
GAAP Compliance

Contact Information

Address

1823 E Palmdale Blvd Suite E

Palmdale, California 93550

Visit Website Call Now Get Directions

Hours

Sunday Closed
Monday 11AM-6:30PM
Tuesday 11AM-6:30PM
Wednesday 11AM-6:30PM
Thursday 11AM-6:30PM
Friday 11AM-6:30PM
Saturday 10AM-4PM

Customer Reviews

Worst place to take out a loan at. Very bad interest rates and they mess up your credit if you late by a week and they harass you everyday when your late calling about 4-5 times a day. No agan negosio aqui. Los impuestos estan altos y te estafan. No es un Lugar bueno para ser negocios.

Done had a loan with this company thay called asked if I would like to refinance my loan I started on the phone needed to finish in the office waited a hour to be approved told it would take three days to get the money because they don't do checks or cash just direct deposit watched two people walk out with a envelope they didn't have

The whole process was extremely easy and pleasant. The staff representative was very informative, helpful and compassionate. I was able to take care of the emergency that came about with Oportun!! I will recommend them to my family and friends. Happy first time customer.

Cynthia is the best, I have been coming to Oportun, for over 4 years. GREAT service they always help you when your in a problem. CYNTHIA has been the most helpful and has a great attitude, si able English too... Best service.

Great costumer service and was able to communicate well, and helping me understand what's happening. Very much appreciate it. The one that helped me out was named Julia, very sweet and helpful!

Cynthia was very polite, profesional, made me feel very comfortable, she took the time to explained me everything very well. Thank you for your great service!

Amazing customer service! Sarah is so friendly and helpful with such a positive attitude. Such a great experience. Definitely recommend to be helped by her.

Cynthia was very helpful, she gave me the best deal out here in the AV! I appreciate her patience.

Look for Cynthia she is calm helpful and very informative. It was fast and easy. It's so much better than getting frequent calls

Very helpful and informative. Second time coming here and both times had very good customer service.

Was very attentive and patience through our the whole time! Thank you so much for the service

Great and and fast service very happy with my trip here.

Great service. Very quick and easy process.

They help me really fast and very good service Vicky A thank you

Julia is So helpful and super nice! Helped me get approved. 100% recommended!

The service was one of the best. Very professional with everything. very helpful . no complaints

Bad experience, there crooks! I got loan for $1,200 A year ago and still haven't paid it of because of there interest, they sweet talk you and say it's only cents that they charged but in reality they charge $40.00 of interest! So do your self a favor and just save your money! DON'T TRUST THIS GUYS OPORTUN.

Great customer service! Very friendly! Vicky and Cynthia are excellent and extremely helpful!??

Had a great experience there the staff was really helpful and fast. I definitely recommend going there.

The customer service here was great I had absolutely no credit and I immediately got approved for $500 I thought it would be less so it was very refreshing. Thank you Oportun staff!!

Very Good sevice, I was able yo hey the help i needed right before the holidays.

Sara was very AWESOME! She let you know everything in details. I Appreciate her.

Really great service , I highly recommend! You won't be disappointed!

Everyone was super polite and helpful. They answered all my questions and explain everything with great detail. Best part was that it was fast

They were quick easy and understanding and the process was fast and representatives were easy to understand and work with 10/10 would recommend.

Very professional and provided the information correctly. I would recommend for anyone to come if you are looking for a fast response and loan to help you during these times..

Great customer service and very friendly, I was very happy with their help! Thank you.

Great place very professional made me feel comfortable with the process

Fast and speedy service. Friendly staff and was approved within 30min. Great if you're in a quick bind for money.

Good service, friendly personnel.

Very professional staff. Very quick. And reasonable rates. Thank you Cynthia S.

Very friendly, helpful and fast service I would recommend!

Very helpful and friendly people. Definitely recommend this place !

Very nice and friendly staff and most important very efficient.

She was very helpful and she was patience with me through the process. Very happy to be here.

Very good costumer service very polite ladys thank you guys

The ladies were wonderful very nice, we got attended fast. Love the service!

First time being here for a loan and I had great service efficient a and quick in and out no more than 5 min awesome

Very great experience very nice and professional people we got a loan very fast in one day and very convinientthank you so much!

Very good customer service. Will recommend to friends and family.

Good customer service and everything worked fast and well.

They where awesome it's the best place Vicky and Cynthia are really helpful and nice

great service kind lady

Very satisfied with the customer service! Thank you very much!

Great fast service Vicky was so helpful and super nice

Great service, friendly and very informative. Would recommend for starting or growing credit.

Great Customer Super nice people , always willing to help , Super easy to take out a loan and super helpful

Great customer service, friendly conversations as I waited to be approved!

Very well trained employees very friendly and Niceto to take business with

I had a great experience! They are very helpful!

Very nice service . Well explain n same day service.

The lady was presise and fast, excellent attitude and helpful

Great customer service. Been with them for 2 years and I would choose any other place to take out a loan.

Amazing and very welcoming service. Thank you Vicky and Cynthia!!!

Very good service and quick.

First time everithing fast.. Cool service

What a great service the workers provide. You should come and check it out.

Great customer service excellent communication thanks

The personnel here at the office are extremely welcoming and nice I definitely recommend this place

johnny made it quick and easy to get my loan very healpfull and brakes it down easy step by step. thank you guys ??????

Great costumer service extremely nice girls ask for Cynthia & Vicky !!

Cynthia saldivar great customer services and very helpful and efficient. Thank you for your help

Great store very friendly and helpful would recommend .

They are so amazing here all three employees

It was incredibly quick and easy. Cynthia was so helpful!

Professional staff, fast, attentive, and positive vibes. Will come back here again!

Quick and easy staff was helpful and friendly!

Help us a lot . Good staff and very friendly

Great customer service, and a great first experience.

Personal were very polite ant patient I will recomended

Everything went smooth and they are very nice.

Love the customer service very polite and helpful

Best place to go for a loan.. they give you the opportunity to to start your credit.. thank you so much OPORTUN

They were very helpful with this process. Thank you Vicky.

I love their service my fourth year

Very helpful quick and fast loved it thank you

Great customer service will recommend

Very fast and helpful process, Affordable payments defiantly recommend

The service was very very helpful ??. Thanks

Emmanuel was a great help my boy had it down fosho

They were fast and respectful I recommend!

Great costumer service very helpful

I really like oportun loans it was easy and the stuff had great customer service

Custumer service was prompt and very helpful.

Good customer service, will come back

Great service. Fast and easy.

All associates are great and attentive and know what they are doing

Not only great service but, fast service as well! Thank you Vicky!

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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