Back to Directory
Parkshore Wealth Management

Parkshore Wealth Management

Reviews Summary

Parkshore Wealth Management receives overwhelmingly positive feedback, with most reviews highlighting exceptional customer service, professionalism, and trustworthiness. Clients appreciate the fee-only model, which aligns interests with their own. Many mention long-term relationships, personalized financial guidance, and a family-like atmosphere. The team is praised for transparency, expertise, and compassionate care, especially for multi-generational clients. A single negative review stands out as an outlier amid widespread satisfaction. Recurring themes include strong communication, tailored strategies, and consistent growth of assets. Clients feel valued and confident in their financial planning.

About This Listing

Tax Preparation
Tax Planning
Financial Advisory
Estate and Trust Tax
High-net-worth Individuals
Individual Taxpayers
Multi-state Experience
Remote Services
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

Tax Preparation
Tax Planning
Financial Advisory
Estate and Trust Tax
High-net-worth Individuals
Individual Taxpayers
Multi-state Experience
Remote Services
Years of Practice

Contact Information

Address

5940 Granite Lake Dr

Granite Bay, California 95746

Visit Website Call Now Get Directions

Hours

Sunday Closed
Monday 9AM-5PM
Tuesday 9AM-5PM
Wednesday 9AM-5PM
Thursday 9AM-5PM
Friday Closed
Saturday Closed

Customer Reviews

I have worked with Parkshore Wealth Management for about 10 years now and I have nothing but wonderful things to say about them. The team at Parkshore has guided me through many financial decisions that have felt challenging, always considering my needs, concerns and ultimately what it most important longer term. They explain things clearly and offer solid direction, with integrity and compassion. I highly recommend them!

For the past 12 years we have been using Parkshore Wealth Management for both our tax preparation and for our investments. We have been extremely pleased with everyone who has helped us out. John-Thomas, Trevor and Jodi along with Daniel have done an amazing job in giving us the proper guidance as we prepare to exit the workforce and retire.

We have been very pleased with Parkshore Wealth Management. After researching and talking with multiple companies we chose Parkshore. They did a thorough job understanding our needs, risk tolerance and financial goals. We consolidated multiple retirement and investment accounts and are extremely happy with the their tax guidance and investment outcomes.

My Father worked with Harold Back in the early days-1980's, when Harold did Dad's taxes (he did mine one year too!) Dad stayed with him through the harsh times and trusted his advice. Dad is gone some 10 years now and Harold's son, Daniel and "The Boys" take most excellent care of my Mom's investments. More importantly, they take care of her personally, know her and make an 89yo woman feel safe. My family-Partner, daughter, Sister and her Husband, all have our investments with Parkshore. The personal care i

Always an assuring, professional, and informative experience meeting with Daniel and his team at Parkshore. Unbelievably patient, friendly, and trustworthy!

We have trusted the Parkshore Team with our nest egg for about 9 years. Over this time they have consistently grown our assets. The fact that they are a fee based firm and not commission based was a big selling point for us. They only make money if we do. Daniel is very knowledgeable about the markets and how to balance our accounts. Harold has the benefit of years of experience. Trust is the biggest factor in having someone manage our money and we could not trust Parkshore more. We would (and do to o

Our experience at Parkshore Wealth Management has been very professional, extremely knowledgeable and beyond trustworthy. Under Harold?s leadership each client is treated as if they are their only client! We have had interaction with all members of the ParkShore team and feel that whatever our needs are they are promptly addressed. That level of customer service is hard to find.

The team at Parkshore Wealth Management is amazing. They take the time to learn about your personal situation and goals, develop short- and long-term goals, and provide the tools necessary for success. Their fee-only model means I can be confident they have my best interests in mind.

I have been associated with Parkshore Wealth Management for many years. Harold Anderson and his fabulous staff have done an outstanding job caring for my investments. Although I have moved to the East Coast, I still do business with Parkshore. I certainly recommend this business to anyone.

Parkshore is a talented team of passionate, honest folks. We are extremely pleased with both Parkshore's services and outstanding level of customer service. It's a family operated business who truly make their clients feel like they're part of the family.

We are very happy with our dealings with Parkshore Wealth Management. They are professional and quick to respond to any questions we have. We feel at ease knowing Parkshore has our best interest in mind. Ask for Daniel. He will take good care of you.

We have known Harold Anderson , Daniel Anderson and John- Thomas Lloyd for the last several years. Under the guidance of Harold Anderson Parkshore Wealth Management provides personalized solutions to reach your life goals. They are a family owned business, Professional , have good values ,are transparent along with being a fee only service which is very helpful . Strongly recommend PWS if you are looking for a financial adviser/ planner.

Professional caring group. I have had changes in my financial goals over the many years with Parkshore. They have always steered me in the right direction.

I have worked with Parkshore Wealth Management and more specifically Daniel Andersen for years. He is incredibly knowledgeable and someone I would recommend to anyone looking for top notch service!!

Parkshore Wealth Management delivers superior expertise in the field of financial planning with a genuine concern for the human element.

.I deal from a distance and have never doubted the safety or service of my account. I'm also thrilled to work with spiritual people. My parents worked with them and now I do....for years!!!

Fantastic experience working with Daniel and his team on retirement planning.

Professional, honest and reliable. Their fee only model is free of commissions keeping their interests aligned with my own. Good firm.

Everyone is professional, courteous, knowledgeable and helpful. I highly recommend Harold and the team at Parkshore to anyone interested in wealth management!

Been dealing with them for years. They are very professional and handle our whole family, over ten accounts. Five stars for sure!

Incompetent denialists.

Awesome Customer Service from the entire staff!!

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.