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Priority Plus Financial

Priority Plus Financial

Reviews Summary

The consensus shows overwhelmingly positive experiences, with most reviewers praising exceptional customer service, professionalism, and life-changing financial guidance. Many highlight feeling at ease, well-informed, and supported throughout debt consolidation or financial programs. A single negative review mentions issues with short-term debt payoff and creditor communication. The majority strongly recommend the services for financial relief and stress-free debt management.

About This Listing

Business Consulting
Financial Statements
Payroll
Tax Preparation
Tax Planning
Budgeting
Forecasting
Financial Advisory
Small Businesses
Mid-size Businesses
Individual Taxpayers
QuickBooks
Xero
GAAP Compliance
State-Specific Experience
Multi-state Experience
Remote Services

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

Business Consulting
Financial Statements
Payroll
Tax Preparation
Tax Planning
Budgeting
Forecasting
Financial Advisory
Small Businesses
Mid-size Businesses
Individual Taxpayers
QuickBooks
Xero
GAAP Compliance
State-Specific Experience
Multi-state Experience
Remote Services

Contact Information

Address

3200 Park Center Dr UNIT 400

Costa Mesa, California 92626

Visit Website Call Now Get Directions

Hours

Sunday Closed
Monday 6AM-7PM
Tuesday 6AM-7PM
Wednesday 6AM-7PM
Thursday 6AM-7PM
Friday 6AM-7PM
Saturday 8AM-2PM

Customer Reviews

Michael Todd at Priority Plus was an exceptional experience. He was knowledgeable, transparent and committed to helping me save money. This process is straightforward and Michael Todd helped this process be stress free. Highly recommend for anyone looking to simplify their debt and get back on track financially.

I have had the most pleasant experience working with this team. Andy is exceptional, and eased my mind with the decision I made a few months back to enroll in their program. He clarified all of my concerns with great detail. He left no question unanswered. I felt like my case and concerns really mattered to him. I cannot thank him enough for his time and excellent service! If you are on the fence, contact them and have a conversation; they know what they are talking about! Thank you again, Andy!

I inquired with Priority Plus Financial to receive financial assistance due to personal matters that really set my family and I back financially. I spoke to a gentleman by the name of Jordan, who I highly recommend. He was very knowledgeable, professional, and helpful to me. I finally see the light at the end of the tunnel.

I can't thank Priority Plus enough for helping me get out of what I would describe as ?financial distress?. After years of accruing debt, I needed help to get my financial life back together and I'm so thankful I made the choice to get in touch with Priority Plus. The team there helped me put together a plan and things have gotten so much better. Their professionalism and attention they paid to me meant a lot and allowed me to put trust in them. Things are finally looking up and I couldn't have done it with

Working with Michael Todd has been a game-changer for my financial future. His expertise, clear guidance, and personalized approach have helped me make smart decisions with confidence. He took the time to understand my goals and situation and helped me so much! 10/10

If you are consolidating your debt very short term (less 6 months), do not go to them. I informed them that I plan on paying everything off within 2 months and they confirmed with me that there will be no issues with this. When time came and I was ready to pay off my loans, they state that because they do not have any settlement with the creditors, I'm unable to pay off the accounts right now. Moreover, they do not tell you that if you sign up with them, the creditors will be reporting all your late and mis

I was skeptical about the whole process but after speaking with Alex W I felt so much better about my decision to work with Priority Plus Financial. I had been needing to do this process for a while now and had been on the fence. Alex explained everything to me and put me at ease. Thank you for helping me get back on my feet financially and save money!

I had a remarkable experience working with Keonee and his team. He made sure to cover all my questions leaving me at ease with my decision to enroll in their program. I cannot thank him enough. Thank you for being so kind Keonee!

My experience was great with company, customer service is attentive, clear communication. My agent Rob, was informative and patient. I'm can finally breath!

John Dabalos has great customer service and kept it professional. I highly recommend his consulting services.

Michael R. was very helpful throughout the credit consolidation process.

The agent on the phone Alex W Was extremely helpful and made me feel at ease .

Priority plus was amazing, I highly recommend them..

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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