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Progressive Strategies Financial Group

Progressive Strategies Financial Group

Reviews Summary

Clients consistently praise the financial advisory team for their expertise, professionalism, and personalized approach. They highlight clear communication, tailored strategies, and a deep understanding of individual goals, making complex financial matters accessible. Many appreciate the team's responsiveness, reliability, and supportive guidance during life transitions, such as divorce or inheritance. Long-term clients emphasize trust, consistent growth, and proactive check-ins. The team's ability to combine knowledge with empathy creates confidence and peace of mind, with many describing the partnership as invaluable for financial independence and security.

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

27281 Las Ramblas Suite 138

Mission Viejo, California 92691

Visit Website Call Now Get Directions

Hours

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

Customer Reviews

I've been working with Tori as my financial advisor for nearly 17 years, and I can't recommend her enough! She is the consummate professional?always taking the time to listen to my needs and tailor my goals accordingly. Tori goes above and beyond by making regular check-ins to review my progress and offering recommendations to ensure I stay on track toward meeting my goals. She explains everything clearly and thoroughly, making even the most complex financial matters easy to understand. What truly sets he

I've been with Progressive strategies Financial Group for around 20 years! Tori is always willing to assist in my financial questions and planning, leaving it to me to make the final call, but putting in her extensive knowlege to help me formulate a comfortable decision, Teresa is also available and willing to help whatever process may need attending to practically in an instant. My investments have definitely been going in the right direction through the years it sure seems, Whether we are chatting about t

Tori has been my financial advisor and trusted partner in managing my investment funds since my divorce. Her expertise and professionalism has brought a new level of insight and efficiency to my financial planning. She listens intently, understanding my current needs and future goals and offers advice accordingly. Tori?s recommendations are always well considered, since she thoroughly understands the financial landscape. The strategies she has used gives me great confidence in our ongoing partnership. And,

I cannot express how grateful I am for Tori and Teresa?s exceptional service during a challenging time for my family. Tori?s expertise and dedication, combined with Teresa?s support and dedication, were instrumental in managing the distribution of our mother?s portfolio after her passing. With six beneficiaries and numerous funds to navigate, the task was daunting, to say the least. However, Tori and Teresa?s positive attitude and patient guidance made the entire process remarkably smooth and comprehensi

Exceptional Financial Planning Experience I have had the pleasure of working with Tori Patrick for the last 15 years and wanted to share my positive experience. From the outset, Tori?s professionalism and expertise were evident. She took the time to thoroughly understand my financial goals and concerns, and then crafted a personalized plan tailored to my needs. Throughout the process, Tori demonstrated a deep understanding of financial markets and strategies, providing clear explanations and guidance ev

Finding the right financial advisor can feel like searching for a needle in a haystack, but I struck gold with Tori! From the moment I met her, her expertise and genuine interest in my retirement goals put me at ease. She didn't just throw numbers at me ? she took the time to understand my situation, risk tolerance, and desired lifestyle. We built a personalized retirement plan together, brick by reassuring brick. Every step of the way, she clearly explained my options and the reasoning behind her recommend

Tori and her assistant Teresa have been my financial planner for a few years, and have always been available to assist and answer any of my questions. While I have seen some of my investments go down, my investments with Tori have recovered much quicker, and I believe this is because of her superior knowledge and quick action in her industry. Would highly recommed Progressive Strategies!

Tori Patrick and her team are exceptional. It's safe to assume that finances are one of the most important areas of focus (and concerns), in people?s lives; it's tied to the emotions of the past and working hard to make it; to the present and wanting it to be safe and to grow; and to the future so that we can rest easy knowing that we have planned well. Tori Patrick will listen, reflect, guide, and mentor you through each chapter of your journey. There's something to be said about putting my head on the pil

Working with Tori has been fantastic. She has helped create a solid strategy for my finances and is passionate about helping women be financially independent. Really grateful to have the opportunity to work with her!

Tori and Teresa have been wonderful! Post divorce, I needed someone to walk me through everything- and they did just that. They are easy to talk to, listen to your needs, reliable and trustworthy.

Tori and Theresa are wonderful! They're always lovely to talk to, and they're always very responsive whenever I need to make an update or have any questions. Getting started with Tori was one of the best decisions I ever made!

Teresa and Tori are the A TEAM! I always feel confident when we finish discussing my financials, and all my questions have been answered. 5 Stars!!

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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