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Peshke Financial

Peshke Financial

Reviews Summary

Consensus: Customers consistently praise the team for their exceptional tax services, financial advice, and accessibility year-round. They highlight timely responses, clear communication, and efficient processes. Many appreciate the personalized guidance for complex situations, including mortgages, refinancing, and multi-state taxes. The team is described as professional, knowledgeable, trustworthy, and genuinely caring, making them highly recommended for both tax preparation and broader financial planning. Their ability to simplify complex concepts and provide proactive recommendations stands out.

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
CPA License

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
CPA License

Contact Information

Address

27201 Puerta Real Suite 300

Mission Viejo, California 92691

Visit Website Call Now Get Directions

Hours

Sunday Closed
Monday 9AM-4:30PM
Tuesday 9AM-4:30PM
Wednesday 9AM-4:30PM
Thursday 9AM-4:30PM
Friday 9AM-12:30PM
Saturday Closed

Customer Reviews

Chad and Emilie are a great team to work with. They are fast, transparent, and honest. Highly recommend them for tax preparation services.

My spouse and I have been working with Chad and his team for over 5 years now and could not be more satisfied with the service and advice we received throughout this time. After our tax situation became more complex (working in multiple states, property ownership, etc.), we needed assistance with our annual returns and overall guidance on where we could improve. Chad, Emily and the rest of the team have been very responsive whenever we reached out and have always taken the time to break down complex concept

This review is long overdue. After losing my accountant of 20+ years to retirement, I went in search of a trusted recommendation to fill the void. Chad was a referral from our financial advisor for a house re-fi and I can't begin to describe the relief and total satisfaction I've had with his team both with the refi's we've done and our taxes when we moved them over in 2019. I've owned a business for over 25 years, I've never seen a more professionally run, personally invested person than Chad. The atten

Chad is unique. Not only is he always up-to-date on the current tax law, he understands the tax consequences of buying and selling a home. Because of this, he has become a huge asset to my business. Chad genuinely cares about his clients and helping them navigate the correct financial path for their future. His knowledge is invaluable and his caring personality resonates with his clients. He has become a close friend and someone who you can trust no matter the situation. I would highly recommend Chad to any

First met with Chad in 2013 to figure out how to get ready to buy my first home. He was kind enough to drive 30 minutes to my office knowing that in all likelihood I was still at least a few years away from my first purchase. Chad taught me all the important steps needed to improve my credit (listen to his advice!) while I continued to build my income and savings to more realistic levels that we set as goals. Fast forward to 2016 and we just closed on our first purchase. Chad stayed in touch the entire way

We found Chad originally to do our taxes but knew we would need to refinance our house out of our FHA loan eventually. Him and his team are fantastic, not only was it so easy and simple but they communicated everything to you clearly and efficiently. Never once were we pushed to do something or had any confusion, unlike when we initially bought our house with a different group or before we found Chad and had attempted to refinance with someone else. On top of that, they also laid out a plan to get us out

Chad and his team are great! We have been happy clients for many years. Besides doing our taxes & having great advice, I love their newsletters with informative articles, and really appreciate how accessible they are for any questions that pop up throughout the year. I highly recommend Peshke Financial!

We were referred to Chad and I'm glad we were. We had a very complex tax situation, and from our intermediate (or so we thought) knowledge on taxes - we thought we had to pay a ton in taxes in 2017. We went with Chad and he got us our tax return and saved us an incredible amount! Way more than I could've imagined. His team is fast, smart, professional and on top of things. Totally worth going with Chad Peshke. It costed $175 for them to do everything for us, start to finish (you will have to mail in the vou

As newlyweds, my wife and I needed some help with our taxes and we were also in need of some financial advice. Chad set aside time to meet with us during the busy tax season and provided insightful and important tips to help us with our financial goals. Recently, Chad reached out to me based on our financial discussion earlier this year. He recommended a refi on our mortgage based on his analysis of our interest rate. We had already been considering doing a refi because the rates were real low and we want

My husband, myself, and my small business have been using Chad for a few years now. He is exceptional! I first gotthe flyer in the mail and decided to use Chad for tax preparation. My husband and I quickly realized we finally found a person who was trustworthy, honest, and truly caring about helping his clients. He's also extremely organanized and efficient (this goes for his entire office as well). We have since had him help with a home refi, a home sell, and a home purchase. AMAZING! He's made every preo

After a year of doing our taxes wrong, I wanted help to make them right. The reviews led me to Peshke Financial and they've been so helpful in getting our taxes back on track. Other financial advice has been helpful as well. With changing tax laws happening so frequently, it's nice to have someone who's on top of it all for you. Don't try to do them yourself! Also, he's efficient and reliable in answering all questions you have. Worth every penny.

Chad and his team are so easy to work with! If I email him a question throughout the year about taxes, etc he responds right away. He offers great suggestions on how to prepare for the next tax year. Thanks Chad and your team!

Chad and his team consistently do a great job. He's always very timely on getting back to me even outside of tax season. He makes sure that the process is streamlined and as easy as possible. Thanks for all you do! Lisa

2 thumbs up and more for the best professional tax service ever! Chad does more than taxes as well. But he and his team are excellent, knowledgeable, fast and efficient!

Amazing Tax services, have used Chad and his team for years........The Best there is!!!

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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