Rassman Law

Rassman Law

Reviews Summary

Clients consistently praise Owen Rassman for his professionalism, expertise, and approachability in estate planning and probate matters. He excels at simplifying complex processes, providing clear explanations, and offering patient guidance. Reviewers highlight his thoroughness, responsiveness, and ability to tailor solutions to individual needs. Many appreciate his honesty, reasonable pricing, and willingness to answer questions post-service. His seamless communication, digital document handling, and stress-free approach make him a top choice for trusts, wills, and estate documents. Clients frequently recommend him for his trustworthy, knowledgeable, and personable service.

About This Listing

Business Consulting
Tax Planning
Entity Structuring
Estate and Trust Tax
High-net-worth Individuals
Professional Services
Complex Situations

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
Tax Planning
Entity Structuring
Estate and Trust Tax
High-net-worth Individuals
Professional Services
Complex Situations

Contact Information

Address

1901 Camino Vida Roble STE 112

Carlsbad, California 92008

Hours

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

Customer Reviews

My husband and I were unsure on whether to use an online service versus working directly with an attorney for our estate planning and we are so happy that we ultimately worked with Owen. Estate planning can be an intimidating process, but Owen was organized, straightforward and thorough when it came to explaining details and answering any questions we had. He also checked in periodically to ensure we were making positive progress and to address any issues. We are grateful for Owen's expertise and highly rec

We worked with Owen to amend our family trust. ?Owen reviewed our existing trust; took the time to understand our goals and objectives, and offered us sound advice on how to more effectively amend our trust to meet our needs. Due to Owen?s guidance, we were much more diligent in selecting our successor trustees, and we feel more confident now than with our previous trust. Owen is an experienced and thoughtful attorney. ?He is very thorough and an excellent communicator. ?I highly recommend him.

I had a fantastic experience working with Owen on my will. He made the entire process easy to understand, explaining every step clearly and ensuring I felt confident in my decisions. He was patient, thorough, and kept me on track without making anything feel overwhelming. I also really appreciated his honesty?he didn?t try to upsell me on things I didn?t need but instead focused on what was truly best for my situation. If you're looking for a knowledgeable, trustworthy, and approachable attorney for estate

Owen Rassman has provided us with exceptional service creating our will and trust. He created a well-drafted will and trusts to assure us with smooth transfer of assets to our beneficiaries on death, avoiding probate, and unnecessary taxes. He guided us through the creation of our family trust and was helpful every step of the way, reviewing with us our options, forgotten areas and made the process fast, and very clear to us. Any questions answered. We highly recommend Owen Rassman's services for your legal

Owen Rassman expertly guided us through the creation of our family trust. His exceptional thoroughness and patience in explaining all our options made the process smooth and understandable. Owen was incredibly accommodating, even meeting with us after business hours for our initial appointment. When we had questions, he promptly arranged a video call to address them, providing clarity and reassurance. The entire process was completed with remarkable efficiency, surpassing our expectations. I highly recommen

Owen prepared an Amended Family Trust and related legal documents for my wife and I. Owen was extremely professional and easy to work with. Clearly a subject matter expert. Great communication and on time for all meetings. Very smooth and well defined process. Took time to answer all questions. Highly recommend working with him.

I am very satisfied with Rassman Law. Owen helped us create our family trust and wills. We had several meetings to discuss what we wanted, and every time, we were treated very politely and given professional advice. If you have insurance from work that covers this kind of service, they accept it. I think, as one of their specialties is doing trusts, everything just proceeded very smoothly. 5 stars!

My wife and I had an excellent experience working with Owen and his firm. We had a living trust and a deed transfer created. Owen was in constant communication with us, and explained everything very clearly. I would highly recommend using Rassman Law to anyone needing estate planning services.

Owen prepared a revocable trust for my family this summer. He was patient and answered all of my questions and never seemed annoyed or bothered. He even helped with some simple advice after everything was done. It was easy to set up appointments with him and he was very responsive. I also like how he gave us digital copies of the signed docs as well (in addition to the hard copies). I would not hesitate to recommend Owen to anyone needing estate services and if my situation changes I expect to be a return

We were referred to Owen and he did not disappoint. Owen was very knowledgeable, through and explained what we needed in a trust and why. We had been putting off getting an updated family trust but had we known how amazing he was we would have done it sooner! Please get your trusts in order before you need to and do NOT HESITATE to reach out to Owen. He is truly the best and it?s so nice knowing that our trust is in order! Thank you Owen!!!!

Owen was recommended for estate planning and delivered much more. In addition to preparing a Trust, Will, PoA, and Advanced Directive, Owen spent much of our time providing education and answering questions so I could better understand these documents and how to manage them. He is communicative, knowledgeable, and thorough. I highly recommend his services for a smooth, seamless process.

Owen was extremely professional and efficient. He presented various scenarios to my wife and I, so we could make the appropriate decisions related to our estate planning. I recommend Owen and will use him for our future legal needs.

After an unexpected death in our family and having to settle an expensive probate we decided it was time to do our own estate planning after talking about it for a couple of years. We called several attorneys and did not feel they were right for us. A friend of ours referred us to Owen . We called the office and got a consultation with him . As soon as we spoke we knew he was our Attorney. He answered all our questions and more . The process was very smooth and seamless. Best decision we ever made. If yo

It was a pleasure working with Owen. Owen had created a Trust for a family member and I was the Trustee. His professionalism and attention to detail was beyond my expectations. I felt that he had the Trust's and my best interest at hand. He brought up questions I wouldn't have even thought to ask. I would highly recommend working with him. I have to also note that this was all done from a different state so his communication was incredible.

Prior to working with Owen, we had no idea what we were doing in terms of our estate plan. Luckily, Owen was patient enough to walk us through every single detail. He presented all of our available options and explained each scenarios. Thanks to him, we are confident in our decisions.

Owen was very ,knowledgeable & professional & made the process very understandable & easy, and he was very nice, I highly recommend him.

My wife and I unequivocally recommend Owen Rassman for estate planning services. We were recently referred to Owen to discuss our estate plan, which required significant updating. Being a lawyer I was not only impressed with his knowledge (he explained the options in a concise and cogent manner) but his extraordinary professionalism. And, the fees for his services are exceeding reasonable.

I hired Owen for help with trust and estate issues. He was extremely professional, patient and took the time to educate not just handle the legal. Additionally, Owen would say if there was something I would be better served doing myself for the sake of avoiding the expenditure, or at least having that option to do so. With trusts it is nice to have peace of mind - I would definitely work with again and am very pleased.

We highly recommend Mr. Owen Rassman for the estate planning. He is very knowledgeable, kindly and has a very reasonable cost. He made the complicated work very simple just like 1,2,3 to finish our family trust process. We definitely give him a 5 star if that is the maximum stars and definitely recommend him to other people. Believe and trust him and you will find the right lawyer for your estate planning.

My wife, sister in law, and I saw Owen on an estate planning matter involving aging parents. He was very friendly and informative. Went over pros and cons on a possible updated trust. Provided us with all the information we needed. His rate was reasonable. Highly recommended.

Great experience working with Owen and his office while creating a Will and Trust. Communication was precise and very informative, getting answers to all of our questions. Would highly recommend this practice as everyone was very personable and professional. Thanks for all your guidance and services Owen.

Mr. Owen Rassman ,My wife and I had a good friend who past away by surprise left us with her estate and we didn't know what to do. Until we were refer to Mr. Rassman which help us plane her estate and trust. Owen is a awesome professional and he is very accomdating and answer all of our questions and we call him and he would retuned our calls in a timely manner. We are very comfortable with Owen,he would not steer us wrong. Thank You Owen.

We put off creating a trust and bringing our wills up to date because we anticipated the process being a hassle and expensive. But Owen Rassman made it a straightforward process at a reasonable cost. Very happy we chose him.

Updating my Insurance and Family Trusts has always been a source of anxiety for me. Mr Rassman simplified the process and made the experience smooth and easy. You will find him to be very trustworthy, knowledgeable and reliable and I recommend him without any reservation. Five stars!!!!

My family worked with Owen over the course of several years writing my parents trust and then working with me as Trustee after they had both passed away. He definitely goes the extra mile to getting answers to your questions and raising the questions you don't know to ask. I would highly recommend him!

I had to deal unexpectedly with the estate of a close friend who passed away, and I hardly even knew how to begin. Owen helped at each step of the way with sensible, trustworthy advice that turned an overwhelming task into something manageable. He provided a great service that I am still grateful for.

Unbelievable service! Needed to make modification to a trust, contacted Mr. Rassman. From day one, he was a good listener, friendly, courteous and very professional. Listened carefully to what we needed and in no time drafted the documents for our review.. Explained the process VERY clearly. Always on time and very accessible (not like other lawyers, where you have to wait for days to get a call back). If you need a estate planning lawyer, He is the ONE! Thanks for your service Mr. Rassman!

I'm so happy with the exemplary service I received from Rassman Law. I could not ask for a more professional, thorough attorney. He will be my go-to for anything regarding estate planning, and I will be recommending him to everyone who asks, just as he was recommended to me.

My sister and I were Co-Trustees of my Mom and Dad's Estate. We were flailing and had little confidence in the La Jolla Estate Lawyer that Mom and Dad had for 30 years. With a single phone call, Owen guided us through our process and then in an office visit gave us advise on an issue we had with the estate distribution and subsequent tax filings. My husband passed away suddenly, we had started our will and living trust with another law firm but circumstances did not allow us to complete the documents. Owen

Mr. Rassman was very helpful. He got back to me quickly whenever I had a question. I would definitely use his office again. He?s an honest man and took his time to listen to me and my concerns during such a difficult time in my life. Thank you Owen.

Felt very comfortable the first conversation I had. Honest and up front. No hidden fee's. I would recommend this firm to my family and friends!

I used Owen to help me set up an S-Corp. He was very helpful and clear, and he did the work quickly and efficiently. Everything was set up within a few weeks. I'd definitely recommend him.

Needed a Living Trust. My case had a complication due to the nature of some of my investments. I have real estate investments in Delaware Statuatory Trusts; investing sale proceeds from an apartment building I owned in DSTs has tax advantages. Mr. Rassman explained requirements for transferring my investments into the Living Trust. Especially useful was Rassman's help thinking through distribution of assets to beneficiaries. Living Trust documents professionally prepared and timely completed. Rassman easy t

Mr. Rassman was completely professional and efficient in the preparation of our family trust. He is clearly educated and experienced in probate and estate planning - I highly recommend his services.

Owen did a great job for me on my estate planning!! Explained everything and answered all my question as I had no knowledge. Really happy with his service. Thanks Owen

Owen has been instrumental in advising me on a couple of businesses ventures. His insight and guidance have been invaluable to me and I would absolutely recommend him.

My call was answered by Mr. Rassman himself and he kindly gave me several minutes of his time. He helped me navigate legal documents (Notification By Trustee Pursuant To Probate Code Section 16061.7). Rassman explained clearly what the documents were. Thank you for explaining the process of the law when dealing with probate. Grateful!

Owen was fantastic. He explains things clearly and makes sure we understand. Thank you Owen.

Owen was fantastic the whole way through our estate planning process. I would highly recommend him.

Owen Rassman is the best estate planning and probate lawyers in Carlsbad and San Diego. He is an all around great guy and easy to work with!

I had to update my will and trust. I reached out to Mr Rassman after doing my research. I was very impressed by his promptness in getting back to my many questions. Very satisfied with the results.

Mr. Rassman has always shown the utmost professionalism and courtesy while conducting business transactions with me and my family. His thoroughness and attention to detail is sincerely appreciated.

Mr. Rassman is very thorough, knowledgeable and quickly completed the amendment of our trust. My husband & I are very appreciative of his service!

We were in a hurry, and Owen got our living trust completed in record time. He's a rockstar!

Owen has been our personal and business lawyer for many years. He?s a great lawyer and also a great person.

Owen is one of the best attorneys I?ve had the pleasure of working with. I give him my highest recommendation.

More than I expected. And I can call him directly. You will not find that in most legal offices. Very professional and knowledgeable. I have found my estate attorney. Thank you, Owen.

He made the process of setting up a famity trust easy. Very competant and a pleasure to work with. Highly recommend.

Professional, Information is explained in easy to understand terms, easy to reach and price quoted to me was well below other Estate Planners

Mr. Owen helped me and answered all my questions. He was very professional and knowledgeable I strongly recommend him.

They made it easy for me in my time of trouble and took care of me thanks again to every one who helped me they were very professional and we're able to accommodate my needs

Make the experience very enjoyable and easy.

Informative, efficient and friendly services

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.