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PortfolioLife Insurance & Financial Services

PortfolioLife Insurance & Financial Services

Reviews Summary

The reviews consistently highlight exceptional service, with a strong emphasis on expertise, trustworthiness, and dedication. Tigran is praised for his deep knowledge, transparency, and client-focused approach, helping individuals and families achieve their financial and insurance goals. Many appreciate his long-term guidance, personalized solutions, and professionalism, making him a highly recommended advisor. The overall sentiment is overwhelmingly positive, with repeated mentions of satisfaction and strong recommendations.

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

801 N Brand Blvd 14th floor

Glendale, California 91203

Visit Website Call Now Get Directions

Hours

Sunday Closed
Monday 9AM-8PM
Tuesday 9AM-8PM
Wednesday 9AM-8PM
Thursday 9AM-8PM
Friday 9AM-8PM
Saturday 9AM-5PM

Customer Reviews

Tigran is knowledgeable, trustworthy and responsive. He is passionate about what he does and always keeps the customer?s best interest in mind. I truly appreciate the advice and guidance he has given my family over the years and highly recommend his services.

Tigran is the very definition of dependability and dedication. His commitment to his profession is evident, as he constantly puts his clients' needs first. His guidance and counsel have been priceless for my family, and I wholeheartedly recommend his outstanding services.

Tigran is an excellent Advisor, knowledgeable, prompt, and experienced. Always here to guide, and build a diverse portfolio for me and my family, Thank you Tigran for always giving your best!!!

Tigran is very experienced and knowledgeable. He is passionate about what he does and he has your best interest. He works to make things simpler and assist you in achieving your short- and long-term goals.

Tigran is one of the most knowledgeable and trustworthy advisors in the industry. His process is second to none. My family and friends were very satisfied working with PortfolioLife.

????? I recently secured my life insurance through PortfolioLife, and I couldn't be more satisfied with the entire process. Tigran was an exceptional agent, showcasing utmost transparency every step of the way. Life insurance is something everyone should consider, and with representatives like Tigran, the decision becomes so much easier. Highly recommend!

Tigran is very knowledgeable he's been my advisor for many years, He always takes care of me. Highly recommend him!!

Tigran has been our family?s trusted financial and insurance services advisor for over 10 years. He helped us a lot with our portfolio and we benefited financially a lot from his services.

Thank you so much for what you have done for me and my family. The information that you provided me and my wife allowed to make the best and most comprehensive planning for our family. We will be reaching out to set our kids up with their policies as well as the policy for me and my business partner. Cant thank you enough.

Tigran is honest, knowledgeable, and very competent. I Bought three policies from him and I am very happy.

Truly amazing customer service and great attention to detail. Tigran is a fantastic professional who always listens and finds best solutions for all client?s needs!

It's always nice doing business with Tigran he is professional and knowledgeable in explaining everything. I appreciate doing business with him.

Amazing service great products

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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