Processing Assist, Inc.

Processing Assist, Inc.

Reviews Summary

The majority of reviews are highly positive (5-star), praising the representatives for their patience, professionalism, and helpfulness in navigating student loan processes. Many highlight clear explanations, kindness, and personalized assistance, making customers feel supported and informed. A few negative reviews (1-star) mention concerns about scams, unmet promises, and poor communication, but these are outliers. Overall, the service is perceived as effective and caring, with staff going above and beyond to resolve loan-related issues.

About This Listing

Tax Preparation
Tax Planning
IRS Representation
Financial Advisory

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
IRS Representation
Financial Advisory

Contact Information

Address

12235 Beach Blvd #209

Stanton, California 90680

Hours

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

Customer Reviews

We are deeply frustrated and disappointed with the service provided by Processing Assist, Inc. From the start, we were promised a level of professionalism and delivery that has simply not been met. Despite agreeing to terms and expectations, what was promised has not come to fruition, and communication has been non-existent since signing the agreement. We were also asked to rate the company 5 stars before their services had truly taken an impact. The lack of customer service has been appalling. We were ini

?????????? I cannot express how grateful I am for the exceptional service provided by Mason Alexander From the moment I reached out for help with my student loan payment, I was met with professionalism and understanding. He took the time to listen to my concerns and worked diligently to create a customized payment plan that fits my financial situation. Mr. Mason Alexander was very friendly, knowledgeable, patient and guided me through the entire process step-by-step. Thanks to his support, I now feel more

Mr. Duran was very professional, pleasant, quite knowledgeable & willing to assist me. He explained everything to me & answered all of my questions. I am not technology savvy, but he directed me in such a strategic manner that I was able to get done what I needed to on the phone. I thank him for being so patient & thorough with me.

I really thought it was a scam and still hoping that it is not. I will most definitely update this review if I find out that it is. LOL Aaron Cruz was very patient and explained everything in detail. I have to say that I'm not comfortable with the whole $49.99 for months of payments; however, it BEATS the HELL out of paying $$$$ for the rest of my life! If you're skeptical, I totally understand as I too still have reservations as to if I'm doing the right thing, but now, for my pocket, it is the BEST thing

Ronald Duran was Amazing .He cared and walked me through the Entire Process!! Explained Everything?. Please contact Immediately and see if they can help you ????????????

Lisa Perkins is amazing! She helped me consolidate my old loans and put me on a plan to get them paid off MUCH more quickly than I ever could have! She stays in touch with me, and anytime I call her with a question or concern, she either answers immediately or, if she is busy, calls me back within a few minutes. She is extremely knowledgeable about these school loans and has patiently walked me through every step and answers all my questions as well as explains in such a way that I can understand what she m

This couldn't come at a better time. I am so relieved, and grateful! The company is so nice. I'm being assisted by Ronald Duran and he has been a pleasure to work with. Thank you so much!

Mr. Steven Soto went above and beyond to assist me with this process. I was skeptical at first but Steven was beyond patient with me and thoroughly explained the process step by step. I appreciate the excellent customer service I received and I'm beyond satisfied with what Steven was able to do for me. Thanks again, Steven!

My experience with Brad Birch was very good. The help for me to understand was great. His time and patience Thanks again

Ronald was extremely helpful and very patient with me. He didn't make me feel like an idiot for being in the position he's helping me get out of. Very grateful for his help!

I had an excellent call with Mason today in regard to my student loans. I was able to see how the process works. They were very helpful, and the phone call was quick, while I got what I needed. Excellent service from my phone representative, Mason.

Aaron Cruz seemed very professional. He asked for my name and dob to look me up. Then he stated that I qualified for SAVE program. Then he asked for codes that "he" sent me... actually, he reset my fasfa info and gained information by doing so. It's a SCAM!

Mr.Aaron Cruz, was amazing very helpful, he walk me through the whole process and explained very well how we were going to proceed,very thorough Which an appreciate, I feel very comfortable I never thought it was in a scan because of how smoothly the process was.

Mr. Brad was very thorough and provided top notch customer service. He answered my questions, checked to ensure I understood the discussion, and was all around pleasant throughout our hour on the phone.

They have been very helpful. Ronald was very efficient, and Lisa has been kids and helpful.as well.

Brad is very helpful and understanding. He helped me get a clear understanding on the SAVE program and it's main purpose.So grateful for his help on today

Ronnie was so helpful and help me achieve my goal of getting my student loans forgiven! Highly recommend!

Brad Birch was such an amazing help to me in getting my loans forgiven. He explained everything clear and in detail for me. He is patient as well. Thanks Brad!

Ronald Duran was very insightful and helpful. Also he's a gym goer so that's a plus. Happy birthday bro!!! Keep up the good work!! ??????????

Working with Lisa at Process Assist Inc. has been life-changing! Her expertise and guidance helped me successfully discharge my debt, and now I'm finally debt-free. Lisa made the entire process clear, efficient, and stress-free. If you're ready to take control of your financial future, I highly recommend Process Assist Inc. Lisa?s knowledge and support are unmatched! Thank you, Lisa, for helping me achieve financial freedom. Tarra

Mason Alexander was so very helpful. He just went above and beyond to help me resolve my student loan debt. I am forever grateful for his help!! Very professional and so kind and helpful. I didn't know any of my information for my account due to it being 17 years old. He took his time to help me get into my account and gave me all of my necessary information so I could comfortably gain access myself when needed. The whole process took about 20 minutes. I would highly recommend him for your student loan debt

I greatly appreciate the help that Ronald gave me to today! He was very kind and was patient through all of my questions!

My initial process was for a forbearance. Mr. Birch worked with me and I was informed I could do a disability discharge which was explained to me and worked out better for me in the long run. Mr. Birch was courteous and took the time to stay with me through the process and made sure I understood all this particular paperwork meant as far as future correspondence goes.

Some of the most professional services you could ask for. Very thorough and knowledgeable. Covered a lot of ground in a short amount of time. Excellent job, Mr. Mason Alexander. Very satisfied and greatful

Brad Birch was so helpful with assisting me through my programs that I was eligible for. Very detailed and informative information provided. Thanks Brad! You're the best !

Lisa has been invaluable in my journey dealing with my student loans. She is always available to help with any issue that may arise where student loans are concerned. She shows so much caring and heart when approaching your individual needs. I don't think I would have had a more pleasurable experience with anyone else. Lisa is a gift only God could have sent my way. Thank you for ensuring you have such caring people on your team.

Mr Brad helped me out a lot and was very helpful on the process. He explained everything very clear and very good I would recommend him to anyone because he is very good at his job. Thank you

I was in debt for over 24 year. Lisa from PROCESSING ASSIST guided me through the process and explained how student loans worked. If I had not listened and trusted the process, I would still be going in circles and in debt. The process was not the long and it freed me.

I was working with Ronald Duran to get my student loans forgiven he was very helpful and I look forward to working with Ron Lisa and my other team to get my loans forgiven

very good experience with this company, Brad is great and helped me with every question I had and also has a great, friendly personality.

Ronald Duran is the most patient person I know. He helped me for about an 1 and 1/2 on the phone. Was very tolerant with me. Great guy. Keep up the good work

Mr. Brad is absolutely amazing. He was very helpful throughout this whole process and was very kind and patient.

This looks legitimate. Brad and Lisa should be able to help forgive some of my federal student loan before it grows in interest, and do the paperwork for to bid for forgiveness through various lawful programs, and the fees are affordable.

Aaron Cruz was a blast helping me with my my phone forgiveness! I'm very thankful to him!!

Mr Brad help me . He was so knowledgeable and an awesome person to talk to. Thank you so much.

Mason Alexander was great help he informed me of a lot and helped me get on better track with my student loan payments

Brad was very helpful provided all information needed went beyond to help me understand everything. Very patient and great customer service. Brad ROCKS!!!

Lisa is fantastic!! My student loans have been discharged!! Thank you prossing assist with everything!

Ronald was a great assistant and adding me in getting me on track to get my student loans payment handle an he was overall great at what he do an helping people !

Mason was very helpful and really stuck through to make sure I was taken care of.

Brad Birch was great he helped me out with my loans and went into great detail explaining everything.

Ronald was very helpful and knowledgeable about the company and what they do. You can tell this is a private company that cares about helping public servants out in the world.

Mason was very knowledgeable and patient. He did a good job of explaining how everything works. Very professional and friendly at the same time.

Thank you, Mason Alexander helped me with my student loan. I'm on a fixed income, and Mason was very professional and patient to help get my loans paid off. Thank you so very much.

Trying to get my student loans straight was very confusing for me and Ronald was very patient in helping me get everything in order !! Great customer service!!

I really appreciate how I was treated and explained how this program works. Mr. Duran was very helpful and kind.??

I spoke with Mason Alexander. He was very helpful. He explained everything and made the process simple.

My caseworker, Lisa went above and beyond for me. She got back to me in such a timely manner, she's very informative and explained everything well. She answered all of my questions whenever I had them. I highly recommend processing assist, particularly Lisa. She is a godsend and a true rockstar at her job.

Aaron was very professional and thorough. He helped me my student loan forgiveness.

thank you very very much... Ronald was very professional and experienced... easy to talk to which is also very important...

I've really appreciated the help Roger and his team at processing assist has given me.

Ronald was very informative and helpful with the start up and explained what the process will be and how I can get over the headache of being debt free form student loans.

They really put me on game about student loans I am very grateful that I did sign up for it, it will help you out in the long run.

The Representative Mr. Aron is very kind and patient and did a great job at assisting me with my forgiveness loan ??

Brad was great made sure I understood everything before continuing with me! Thank you!

Thank you Brad birch so much for the help! Very satisfied. Would rate 10 stars if I could.

I want to thank Aaron Cruz out of California for providing such professional and education in regards to my large debt in student loans. Aaron went above and beyond to explain the Student Loan Forgiveness plan and assisted with finding a plan that dropped my loan extensive to where I can make affordable and reasonable payments. Thank you Aaron for your empathy and courtesy to help me feel at peace about my student loans. God Bless

Brad helped me out a great deal and I loved his service.

Ronald Duran assisted me in this step. He was very professional and had a sweet attitude. Patricia L. Anderson

Ronald was very helpful and kind. I was extremely nervous about the process, but he made me feel better. He is a God sent angel.

Brad Was totally amazing he was good and understanding? he does an amazing job!!!

Processing Assist really came through with getting my Student Loans cancelled. Lisa was really persistent and efficient in helping me through this whole process and giving me the great news my student loans have been forgiven.

I set up my account and spoke with Mr. Mason Alexander today regarding my student loans. Mason was very understanding regarding the fact that I was at work, and was very clear, concise, and patient with me in explaining the entire process to me. I always wanted to get a handle on my loans, and I feel like now I can finally start getting a better handle on my student loans and overall achieve financial freedom.

I am really grateful that Mason Alexander was able to help me with my debit towards my student loans. He clearly explained everything about the process and how he can help me clear my debit. Thank you very much.

Martin Fritsche, was so kind and understanding. Walked me through the process with ease. I can't wait to get these student loans off my back.. thank you so much maybe I'll be able to catch a breath now. Thank you for your professionalism it was very refreshing ??.

Brad Birch was wonderful and answered all my questions. I was a little hesitant, but I did it.

My experience was great. 90% loan forgiveness from $197K reduced to payments for $8,500.

Brad was super helpful and very patient with me. Very pleasant experience!

Great Experience. Mason Alexander was very helpful and made sure I understood everything that was being discussed.

Mr. Mason Alexander was so amazing and help me out a lot thank you so much

Mason was very understanding with my situation and very friendly....awesome guy!

Ronald was amazing help i recommend him to all people trying to get help

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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