*Note: CPAs may specialize in different areas. Be sure to check credentials and service offerings.*
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.*
*Tip: Organize your documents in advance to save time and ensure accuracy.*
*Note: Preparation helps you make the most of your CPA’s expertise.*
*Note: Every CPA is different — take time to find one who fits your goals and style.*
151 Kalmus Dr suite c-250
Costa Mesa, California 92626
Absolutely honest company who does exactly what they say they are found to do. From the initial conversation with Sara to Jourdan who handled my claim, they showed the most professionalism, communication, and true concern for my situation! They were a God send and due to their work efforts, I can now sleep better at night! Recommend to the fullest! And extremely thankful!
I'd like to leave PRG a 5-star review based on the service I received from my representative Ana. She went above and beyond to negotiate a great deal for my company any they will be my first call if I have any problems involving debt in the future.
We had an excellent experience with Pacific Resources Group. Their service is top notch, and they consistently follow up to ensure everything is on track. A special thanks to Lindsey, who was incredibly helpful and attentive throughout the process. I'm very happy with their services and highly recommend them!
Excellent company, he helped me with an account that I had pending. He managed to negotiate that debt as best as possible and I managed to pay something fair to what he owed. Always very attentive, warm staff and understanding with customers. Currently the same person is helping me with another account, I hope everything goes well. Thanks to the company and especially to Lindsey Aguilar.
We've had a great experience working with PRG over the years. Their exceptional customer service and diligent follow-up on our projects have consistently led to successful outcomes for our company. We highly recommend PRG and have especially appreciated working with Sarah and Joe.
Great organization to help you with debt collectors. Very knowledgeable and trustworthy. Not like other companies who waits to get all of their money first before helping you. They get to work when you make the first payment and very professional when you need to reach out to speak with someone. They always get back to you within the next day. I would recommend anyone to them. Keep up the good work guys.
WOW...what a great organization to assist in negotiating your [MCA] Merchant Cash Advances. Sarah Casino is very professional and well versed in the art of negotiating, achieving reductions and most importantly getting the note term stretched out to a reasonable payment. The first company I went to screwed me out of 18k before I had the sense to call Sara!!! They are not like other companies who collect their fees FIRST before negotiating your settlement. When you call or email Sara, she actually responds
PRG helped get a business loan negotiated after a scam company who said they would renegotiate terms for us did nothing but take our money. PRG got it settled in 2 months after the previous company did nothing in 6 months. PRG helped us out and has been there for support since. We would definitely recommend them.
After the COVID shutdown, my company ran into issues with a couple HOAs that ran out of money, right in the middle of the contracts, leading to us dealing with a couple lawsuits over unpaid material invoices. PRG (Pacific Resources Group) stepped in and helped me with two separate claims, negotiating affordable payment plans that I could actually manage. Their team of experts and attorneys really knew what they were doing and got me the best possible outcome. Their fees were very reasonable ? and even bett
I cannot say enough great things about PRG and the amazing team behind it?especially Jordan and his boss, Sarah. They were absolutely phenomenal in helping me navigate and renegotiate multiple debts that had been weighing me down for years. From our first conversation, Jordan was compassionate, professional, and laser-focused on finding real solutions. Sarah?s leadership and expertise were evident every step of the way. Together, they not only reduced what I owed but also gave me hope and a clear path forwa
Sometimes vendor / client relationships can go sour. Many times there is a power discrepancy. If you are the little guy like we are, the big guy can squash you and expose you to losses that can bankrupt you. PRG is helpful. The little guy play on the same field without the obvious disadvantages with them at your side or lead as the case may be. After all, how many little business has a department filled with knowledgeable legal minds. Mind you, PRG did not provide legal advice, but the advice they did
Pacific Resources Group wrapped up a tough bank settlement for us in under a month. Sharp, proactive, and refreshingly direct?pros who truly know their craft. Highly recommend.
This operation is a joke. They solicited me and assured me they could help me. They made all sorts of guarantees that turned out to be lies. All they did was waste several months of my time and thousands of dollars of my money. Most useless company I have ever done business with. I'm only giving the one star because Google won't let me submit 0 stars.
PRG helped us negotiate a great settlement that worked for all parties involved. Highly recommend.
I used Pacific to handle several very large debts that I owed for my business and they did and excellent job in settling one and are in the process of resolving 2nd one. what I love most about them that they communicate with me weekly throughout the process and keep me informed of all progress. They also reduced my first substantially and I'm now making monthly payments towards it. This definitely beats bankruptcy in every way
Jourdan and his team really help me with a settlement , they explain step thru step and got me the best option and with payments as well! Thank you PRG for all your help!
Joe and the rest of his team are professional and great at what they do! Time after time the PRG team has helped our company navigate successfully through the storms encountered in business! Thank You PRG! Marty L
PRG is a life saver! They are professional and always get great results for our company. Thank you to Joe and his awesome team!
PRG has been a great help to my business for over 10 years, and I'm so grateful to them. They were always responsive to my needs. They were not only great business advisors, they have become friends as well, because they are ?good people.? You will be glad to have PRG on your team team.
They where tireless and so professional in getting the debts I owed in a timely manner and far less then I owed and lower payments MY hat if off to Lindsey
PACFIC RESOURCES GROUP WAS PROFESSIONAL,COMPASSIONATE AND REALLY WORKS WITH YOU TO MAKE SURE YOU GET THE BEST DEAL POSSIBLE SARA,ANA AND JERIMAH ARE ALL FIRST CLASS AND THEY ARE WEILL WORTH THE FEES THEY CHARGE RABBI DR NEAL VALLINS
So easy to work with helped us every step of the way and made the whole experience pleasant would highly recommend.
I own a 19 yr old construction company that focuses on factory built housing. My husband and I are the pioneers of the Accessory Dwelling Unit industry (ADUs) for California. Over the years my company has grown so fast and along the way we didn't really know the importance of solid bookkeeping. We've made mistakes not knowing our numbers and how to use the financial data we have to make better decisions for our future. Everything we've done in the past regarding our financial information has been focuse
Amazing service highly recommended. Thank you Jourdan great Job
Hands down, the best experience. I will for use again.
joe and the team of pacific group were very helpful and professional . Their approach was both client and result oriented. They would be my first go to if we come across any legal issues in future
Diligent and tried to work with my limits. Very good
Jourdan was amazing in helping us get our issue resolved!
Good service delivered what I signed up them saved money and hassle
(Translated by Google) I am very satisfied with the service they offered me, especially Miss Linsey, she is very friendly and very professional in her work. (Original) Estoy muy satisfecho con el servicio que me ofrecieron en especial la se?orita Linsey se porta muy amable y es muy profesional en su trabajo
(Translated by Google) Ana helped me with all my questions. Very helpful and professional. (Original) Ana me ayudo con todas las preguntas que tenia. Muy ayudable y profesional.
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.