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Owl and Ore Wealth Planning

Owl and Ore Wealth Planning

Reviews Summary

Consensus: Reviews consistently highlight exceptional financial expertise, personalized service, and trustworthiness. Clients appreciate clear explanations, tailored strategies, and proactive guidance that reduces financial stress. Many note significant improvements in retirement planning, debt management, and long-term financial confidence. The advisor's patience, responsiveness, and ability to simplify complex topics are frequently praised, with multiple clients recommending the service for its educational approach and reliable results.

About This Listing

Financial Advisory
High-net-worth Individuals

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

Financial Advisory
High-net-worth Individuals

Contact Information

Address

3478 Buskirk Ave # 1000

Pleasant Hill, California 94523

Visit Website Call Now Get Directions

Hours

Sunday Closed
Monday 8AM-5PM
Tuesday 8AM-5AM
Wednesday 8AM-5PM
Thursday 8AM-5PM
Friday 8AM-5PM
Saturday Closed

Customer Reviews

Greg has been an excellent Financial Advisor! He is responds quickly to my inquires. He informs and includes me in investment strategies, also tax and estate planning. Recently his advice made my retirement decisions go smoothly. Many of my coworkers have expressed their satisfaction with his work as well.

Greg is professional, kind and knows wealth planning so well. He is always up to date on current guidelines, regulations and laws. He is great at educating you on your options and the pros and cons of each without personal bias. I would (and have) recommend Greg to anyone looking for a great team member for their wealth planning and path to a financially stable retirement.

Our experience with Greg has been great. Our goals for financial planning are education and planning for the future. Greg has helped us to better understand how to think long-term about our finances, while aligning our resources to what brings us the most joy in the short term as well. I've appreciated the balanced perspective he offers and how much we're learning (and saving) in the process.

I started working with Greg a little over a year ago, and as I've told many friends, "This was the best gift I gave myself in 2020." (And it's holding up in 2021, too.) Greg is extremely good at making the complex world of financial planning understandable, and truly partners with clients to reach their personal goals. I love his approach of helping educate me so that I know what we're doing, and why?and that he truly wants to make sure I get ramifications of decisions before we do anything. One thing I app

Greg is awesome. He helped our family climb out of debt with some specific steps to prioritize what was important and build some additional savings. Greg has also provided significant assistance on our retirement plans and specifically managing our 401k / IRA investments to some beyond the market growth. Last and most important - Greg is providing peace of mind for our family. Big fans!!

I like to think of myself as financially-savvy, so I was on the fence about whether or not we needed a financial advisor. Now, even just one year into our relationship, there is no doubt in my mind that Greg has paid for himself many times over. Greg works tirelessly on behalf of his clients, and his breadth of knowledge makes us feel confident and assured in the final decisions we make.

I have been working with Greg for three years now, and it has been a wonderful experience all around. Thorough financial advice, great stewardship of investments, incredibly patient with our questions, flexible with our everchanging priorities and needs. It's an absolute pleasure working with Greg!

Greg has been a pleasure to work with and very flexible with availability to meet around our work schedule and remotely. He has developed a plan that we are comfortable with and checks in regularly. He always explains things in a way that we understand, and makes the daunting idea of planning for our future much easier.

Greg Gorski has exceptional financial knowledge. Always available for all questions or concerns via phone, text, email, website or one on one meeting. Always keeps you informed of new tax laws, federal or state, and of any new law that could or would be financially impactful. Always asks and intently listens to ones dreams, wishes or needs. Always informs you of present and future status while addressing your future goals. Always positive in his outlook while exhibiting honesty, integrity, confidence and ge

Greg is the best. He's taken the stress and worry out of managing our retirement and estate. Gives us good advice but also listens to input from us on what industries to move our funds too. I couldn't be happier or have more trust in anyone else or any company big or small. My family is in good hands.

Greg Gorski is an empathetic and expert adviser who we've really valued working with. He has a methodical process which he's very good at tailoring around our current financial & psychological situation. Knowing that we've got meetings coming up with him, and that he's abreast of upcoming regulatory changes as well as our specific situation, means we worry a lot less!

Greg is extremely professional and knowledgeable. His expertise and advice have helped my husband and I make informed financial decisions and plan for our future. We would highly recommend him to all.

Greg is the absolute best. He has made a HUGE difference in our family?s financial future. I feel so taken care of by him that I no longer stress about money or retirement.

Greg's knowledge of investment strategies and financial instruments is surpassed only by his patience and sincerity to provide the highest quality services that we trust. And trust is what it's all about.

Greg has been a great financial partner. He's reliable and trustworthy and I would recommend him to anybody.

Thoughtful and knowledgeable. Owl and Ore has respected our financial goals and helped us reach them.

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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