*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.*
34455 Yucaipa Blvd #209
Yucaipa, California 92399
Lee is personable, and a true expert He knows which company to enroll you in that will service your specific needs. I highly recommend him! Give him a call.
Lee made the process of applying (signing up) for Medicare very easy and even understandable! He communicates plainly and efficiently and his assistance is invaluable. Highly recommend working with him, using his guidance and expertise in selecting medicare supplemental programs as well. You won't regret working with him!
Since the first time speaking with Lee, I felt comfortable, which made the decision easy to have my health insurance handled by PGA Financial. I had many questions before, during, and, after, regarding the plan which best suited my needs. I could call anytime during the day, and, Lee, in his pleasant, professional way, provided me with exactly what I needed. If Lee wasn't in, Amanda was super helpful and pleasant as well. I would highly recommend this business to anyone who may need their services. Thank yo
Lee Martinson is fantastic, both my husband and me use him for all of our medi care Insurance and he's absolutely efficient. Does everything on time and help?s you figure out what the Best plan is for you. I highly recommend him.
Lee was super patient & very informative in setting up our Supplement & Drug plans. Both Lee & Amanda were so pleasant, making this BIG change for us! Chris & i very much appreciated all their happily shared info! Thank you so much ??
Lee has a corny approach to marketing his services, but underneath the silliness, he's all business. I was unfamiliar with the myriad of Medicare options and Mr. Martinson was helpful in explaining the differences and guiding me through the murky depths of the enrollment process. Whether you are contemplating Medicare with a supplement plan, Medicare Advantage HMO, Medicare Advantage PPO, etc. Lee can explain the plusses and minuses without pressuring you into anything in particular. I am a pretty picky p
Medicare process was easily explained with literature and contact with Lee and Amanda. They were very supportive with timely responses. Highly recommended.
Lee?s Guide to Medicare also his Decision Flow Chart were SO much easier (and kinda fun!) to use than the info I've already received from the gov?t. His follow-up phone call was also very helpful - I had a lot of questions about both my situation and some family members, and he answered every question for me clearly. No insurance policy pitches or anything like that at all (whew!). Thank you, Lee, for all that you are doing!
Lee Martinson went out of his way to help my wife and I understand the confusing selection process of choosing Medicare coverages. He immediately provided comparisons of plans and prescription prices when requested. Lee made the final sign up easy and fast as well. Great guy to work with!
I found Lee Martinson on social media and asked for information since I was turning 65. His info made Medicare understandable and that I could still have my Medicaid as my secondary. All my questions have been answered by Lee and his assistant, Amanda, quickly and thoroughly. They have been very professional and helpful. I would recommend PGA to anyone looking for help applying for Medicare.
Lee is so funny but so helpful! He made Medicare easy! His customized material is brief and easy to read. I'm so glad my enrollment is done and that Lee is available for help at no charge! Thanks Lee & company!
Lee and Amanda made applying for Medicare easy for my husband. I will apply later this year and I'm confident mine will be just as easy. They are both helpful, patient and professional, and they answer the phone. Something rare these days. Highly recommend!
Lee has always been great at returning calls and finding out information. I ?accidentally? came across him by the way of social media and his offering of a pamphlet for people with no understanding of Medicare. After reading it I was less confused and ready to continue looking at my options. So since he had me at - made easy- and took the time with me I decided to make him my insurance go to person. Wrapped it all up yesterday! Couldn't be more confident in my choices with his help! Definitely 5plus ??
Lee and his assistant Amanda were very knowledgeable about different options for different situations. They were patient and understanding, even as I changed my mind multiple times. Very responsive and timely. Definitely recommend.
Medicare? What a confusing, complex adventure that was, to navigate and figure out what I needed to cover my future health care needs. Thanks to Lee Martinson and his staff, I was able to get signed up easily and painlessly. Appreciate his patience and guidance. I highly recommend Lee to anyone that needs to sign up for Medicare.
Lee was very professional. He really cares about the people he is helping. I made a random call to him and he graciously answered all my questions. I highly recommend him!
Lee and his assistant Amanda helped greatly in navigating the process of signing up for and choosing the right Medicare coverage for me. I will recommend them to all my friends. They made the process easy to understand and simple to follow.
Lee and his team provided outstanding customer service. They always returned our calls promptly and patiently answered our questions. Very helpful navigating medicare supplemental insurance and explained options available. Thanks to Lee and his staff for all the help!
Lee's Humorous Medicare Guide lives up to its name, I definitely chuckled several times reading it. I like that it clarified the life time penalties for not signing up on time, that was something I did not know. The breakdown between Medicare Supplement and Medicare Advantage plans was very insightful and clarified the advantages of both options. The potential drug costs are an eye opener. He made the process of choosing Medicare coverage less daunting.
I received Lee Martinson?s ?Humorously Serius Guide to Medicare? in the mail and found very valuable information in it. Subsequently called Lee and he answered all my questions and gave excellent advice. I'm extremely grateful. Highly recommend.
Lee sent out the BEST enrollment kit. All the pages were marked with sticky notes, and little notes on each one telling you what to do with each page. The instructions were easy to understand. I would recommend this company.
All around great experience working with Lee and PGA. Started from knowing virtually nothing to feeling like I made well informed decisions. Process was fun and informative, and 100% he earned my business. Highly recommend.
After enduring the onslaught of an avalanche of solicitations for agencies to handle my Medicare coverage, I chose Lee Martinson because of his great sense of humor, helpful approach, and awesome staff! I am grateful for the humanity they put into this ridiculous process! Thank you Lee!
Lee set me up with a great medicare advantage plan. He was easy to work with and fun to work with. He really cared about finding the best plan to suit my needs/wants
Lee is a master when it comes to the ins and outs of Medicare. I turn 65 in May and Lee walked me through everything I needed to know and do to get enrolled. I highly recommend Lee and his company!
I found Lee?s guide to be very helpful. It covers all aspects of the Medicare experience. I recommend it to anyone heading into this new chapter of life.
Everything went smoothly. Both Lee & Amanda were very helpful. Walked me right through it. What a relief. I certainly would recommend Lee's services.
I had consultation with Lee today. He is super knowledgable and very up to date. He made something complicated very easy to understand. He's really good at what he does.
PGA Financial has done a good job of keeping up to date on planning for enrollment in Medicare.
Medicare would?ve been impossible to get through if I didn't have his total help it went amazing and I would suggest him to my family and close friends amazingly helpful like that
Most excellent service very professional Lee was right on track and got the job done would definitely recommend to others
Mr. Martinson listened to my concerns and presented excellent solutions. I highly recommend PGA Financial.
Great knowledge of Medicare. Very responsive and knowledgeable. Thank you!
I come in and got help today I didn't even know I need 100% satisfaction
Delivered as promised, a pleasure to work with. smiley face (get it?)
Personable, knowledgeable, flexible. What more do you need?
I received very good service.
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.