Pathway Financial Services, LLC

Pathway Financial Services, LLC

Reviews Summary

Jen is highly praised as a knowledgeable, patient, and trustworthy financial advisor who provides personalized, clear, and actionable guidance. Clients appreciate her ability to listen, explain complex concepts simply, and create tailored plans for diverse financial situations. She helps with debt management, retirement planning, investments, and budgeting, making clients feel supported and confident. Her warm, nonjudgmental approach and integrity stand out, ensuring all clients—regardless of income level—receive equal attention. Many highlight her transformative impact on their financial stability and future.

About This Listing

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.*

Contact Information

Address

13101 Washington Blvd #241

Los Angeles, California 90066

Hours

Sunday Closed
Monday 11AM-7PM
Tuesday 11AM-7PM
Wednesday 11AM-7PM
Thursday 11AM-7PM
Friday 11AM-7PM
Saturday 11AM-6PM

Customer Reviews

I have had a stellar experience having Jen as my financial planner. In my sessions with her, I was up front about my lack of knowledge around how best to plan for retirement, and wanted to feel like I am investing my money wisely for the future. Jen was very thoughtful, approachable, and detailed in how she explained concepts that I frankly had felt intimidated by in the past. I felt like there was no such thing as a "stupid question," and Jen broke things down in a way that was easy for me to understand. S

Pathway Financial has helped us tremendously. We were late getting into the whole "save for retirement" game, and Jen has steered us right! Before we met her, we were in debt (failed business), and clueless as to our savings and 401k's. Over the last few years, with her guidance, we have gotten out of debt and are well on our way to building our financial future!

Working with Pathway Financial Service is the best decision I've made! I trust Jen explicitly to give guidance and make financial decisions in my best interest; whether it's credit card balances, stocks/bonds, school loans, or retirement. I've worked with her for over five years -I don't ever have to worry about my finances, what a relief! I am confident in her knowledge and professional guidance. Jen explains things clearly and is patient with any questions I have. She is very responsive, warm, friendly, a

Jen was wonderful to work with! My husband and I did a personalized financial plan with her -- she took the time to understand our goals, thoroughly explain concepts, and explain and write up all her recommendations and reasoning in a way that was very clear and easy to take action on. She was also available for any additional questions we had, which was incredibly helpful. We can't recommend her enough!

Jen was so wonderful to work with! She gave us excellent guidance and was completely nonjudgemental. She took the time to really get to know us, and our goals and dreams, so that she could make informed recommendations about our financial planning. Working with Jen has set us on a solid path toward retirement!

I had no clue not only about how plan for a stable financial future but also how to find someone to trust enough to work with in pursuit of that goal. That is until I found Jennifer. My neighbor had recommended her. I'd worked with someone before that, and because he'd worked through commission, it didn't feel right. Jennifer immediately offered refreshing assurance with the no commission work setup she explained to me. Instead of commission, I paid her for her work. It's a good value. She set my family and

Working with Jen is an absolute delight. My husband and I had been thinking about meeting with a financial planner for ages, a seemingly daunting process. Jen came highly recommended by colleagues of mine and we were lucky enough to have won her services in an auction as part of a nonprofit fundraiser. We live in Tennessee but we were able to do our consultations online. She made the process seamless, answered all of our questions and provided sound, easy-to-understand recommendations. She also ran a couple

Working with Jen Mulder was a positive experience from start to finish. She took the time to really listen to our needs and was able to synthesize recommendations that fit us perfectly. Since at times my husband and I had slightly different perspectives and priorities, Jen offered scenarios that addressed both of our issues so that we could continue the conversation, considering both options. She was friendly, professional and nonjudgmental. She was very patient and willing to explain terms, rules, and clar

I've been working with Jen as my financial advisor since she began her practice in 2009, and I recommend her highly. During the past 7+ years, I've watched her grow as an advisor and expand her business into an excellent resource for people with a variety of incomes and goals. Jen?s greatest strength as an advisor is her ability to really listen and develop a personalized, comprehensive plan that will work for each unique client. My income, needs, and goals are certainly different now (age 40, married, bab

I recently reinvested all of my retirement income and worked with Pathway on a new plan for my future. Even though I don't have lots of money to invest, Jen still takes my concerns about retirement seriously and is willing to offer expert advice. Jen recommended many helpful tools including a financial tracking app to help me control my family spending. It is very easy to talk to Jen about sensitive financial concerns and questions. She is knowledgeable and calm and very practical. Jen explained her rationa

I've been working with Jen for about a year now and know I'm in good hands. She's guided me through a few different situations so far. I really appreciate that she gives advice in a warm and supportive way; it's clear that she truly cares about her clients.

Working with Jennifer, I finally feel like my portfolio investments, IRA, (all that 'stuff'!) are organized and in great hands. I previously worked with a company that paid no attention to you if your investments dipped under a certain amount. Not so with Jennifer, she treats all of her clients equally. To me, she almost feels like a wise aunt who I can trust has my back. She happily answers my questions as they arise, and no question is a 'dumb' question, which is nice because I have plenty! There's never

Jen has made an incredible difference in my financial future. In the 8-years we have worked together, I've built a positive relationship with money, conquered my debt, and greatly increased my assets. Thanks to Jen's financial expertise and guidance, I'm able to look clearly into my financial future with a greater understanding and awareness of what I have and what I hope to build. Thank you, Jen!!!

Jennifer is extremely knowledgeable and takes the time to really get to know your financial goals and needs. My husband and I reached out to her because we are at that age where we are thinking of starting a family and buying a home. I've never met with a financial planner before, but upon meeting Jennifer, I knew her vast financial knowledge combined with her kind and caring demeanor were exactly what we needed. For me, talking about finances can be daunting and stressful, but she immediately put me and m

Jen has been very helpful with answering some questions regarding my personal finances. With her help I have been able to pay more back on my student loans, finally put money into my 401k, and have a healthy savings. I highly recommend her services!

Jen Mulder is an expert at the most important thing: empowering you as an individual to take control of your financial destiny and achieve your goals and dreams. She is knowledgeable, attentive, kind, and does her job with the highest degree of integrity and honesty. I would not hesitate to recommend her services to anyone of any income level or stage in life.

I am a small business owner but Jen treats me just like someone with a large portfolio. She is very patient and will always make time for you. She is knowledgeable and I completely trust her. Thanks Jen.

Jen is one of the nicest and most knowledgeable people you'd ever want to meet. She was very patient and explained the best financial plan for me and my family. Thank you.

I really appreciated the clear, actionable guidance I received from Jen! It was really valuable to just have concrete advice vs the financial training you learn about online which provide more vague best practices.

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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