*Note: CPAs may specialize in different areas. Be sure to check credentials and service offerings.*
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.
*Note: Every CPA operates a bit differently. Don’t hesitate to ask questions before committing.*
*Tip: Organize your documents in advance to save time and ensure accuracy.*
*Note: Preparation helps you make the most of your CPA’s expertise.*
*Note: Every CPA is different — take time to find one who fits your goals and style.*
18021 Norwalk Blvd Suite 209
Artesia, California 90701
I had the pleasure of working with Ernesto and Steven from RCD CAPITAL, for my first-time home buying experience, and I am incredibly impressed by their exceptional service and expertise. Despite being new to the process, Ernesto guided me with patience and clarity, explaining every step and ensuring I understood all my options. Steven's commitment to customer satisfaction and the efficiency of his team at RCD CAPITAL made the entire experience smooth and stress-free. I highly recommend Ernesto and Steven t
I can't recommend RCD Capital enough! They were incredibly attentive throughout the entire mortgage process, taking the time to explain each step thoroughly. When we hit some roadblocks near the end, they really stepped up and guided us through, ensuring we got to the finish line. Their dedication and support made all the difference, and I'm so grateful for their help!
RCD Capital LLC, specifically Mr. Steven Lee, is not just a broker out there to make money for them, but truly amazing how he does not waste time to help others like me, in the past 3 months he did get me approved for a DSCR Cash-Out Refinance Loans because due to Covid-19, I got 2 properties endangered to be foreclosed with foreclosure sale dates, it was breathtaking, but prayerfully, GOD moved miraculously and RCD Capital's strategies worked. I will recommend RCD Capital with 5 stars on the smooth, shor
As Restaurant business owner of 5 years, i have had the worst luck in obtaining working capital from my own personal bank. I was very happy when I got hold of Steven, who was very professional and understood my situation, as he was very helpful in explaining programs to me that best fit my needs. Steven showed a great understanding, that my business cash flow was consistent, and rewarded my business by offering me a business loan, with an affordable payback option, and now I am a proud owner of 2 restaurant
I was referred over to Steven by a family friend, and I am so glad I reached out to him. Steven helped me out so much with a loan and was so efficient. He communicated everyday with me on the status of my application. Luis was also very helpful with collecting the documents needed. I will definitely see Steven again down the road. Thank you so much Steven and Luis! I will recommend RCD Capital to family and friends. Above and beyond 5 stars!
I've done several loans with RCD since 2017. Worked with both Steven Lee and Jonathan Surak. They offer tons of industry knowledge and years of experience. When I have questions or have a loan problem, it's answered and resolved quickly. RCD has been great to work with and I highly recommend their services.
Jonathan Surak at RCD Capital was absolutely wonderful to work with. He offered unique loan programs, and was able to get a difficult deal with extremely short timing requirements closed on time and exactly as planned. His attentiveness to the process and professional communication was very much appreciated. I recommend Jonathan and RCD Capital highly.
I don't usually give rave reviews but I'll make an exception on this one. RCD Capital is a great company to deal with, they deliver on time, they helped me out not only with the financing side, but recommended good suppliers for my projects. They followed up with the agents and escrow company so we can close on time. And most of all they gave me the best rates for my project that nobody got even closer. It's a no brainer. I don't get anything for this review but I put this to help people out there to choose
I've used RCD Capital Mortage with Yumi Hong to buy a house and thanks to it I was able to successfully close the contract. The process was very fast and she was so friendly and offered the best rates. I am very happy to have a new home and I would recommend RCD Capital, Yumi Hong to everyone!
Steven Lee from RCD Capital is truly the best! He works closely with all his clients & gives it his all to keep him clients happy. He is very professional with top notch customer service. I highly recommend him and will continue doing business with Steven Lee. ??
I'd like to give a special shout out for Steven, Jonathan, Dylan & Mia at RCD Capital. They have been extraordinary! They went above and beyond what any normal lender would ever do for a client! We did a cash out refi on a commercial property & a purchase of a property. 1) The refi on commercial property was a bit complicated from the beginning due to location and time we've had it. The circumstances with the pandemic didn't help either with underwriting and criteria's changing. Everyone at RCD worked ha
Steve from RCD Capital LLC, did an excellent job in coordinating and financing the purchase of an investment property for our company. He was on top of every thing and communicated the process throughout. I would make sure you talk with Steve before going anywhere else.
RCD Capital LLC did the impossible loan where many banks cant do. I own 3 businesses and 1 more opening in dec 2022. RCD was able to refi my home loan with lower interest and cash out for my business in 45days or less. Im glad I reached out to RCD Capital aka Mia Kim. Thank you!!
Steven Lee and his team has helped several of our clients stop their foreclosure sale dates, along with educating them on their options in their financial situation. Being in the Real Estate and Mortgage Industry for 20 years plus, it's good to know that I can count on someone who is well rounded about the industry.
Ernesto & his team worked efficiently to help us obtain our first loan to buy a home, he put our financial concerns first and made sure his team worked to treat us like a priority. It was a pleasure working with them thanks guys!
Steve did an awesome job communicating with us throughout the entire loan process, he was very helpful and was able to answer all of our questions in a timely manner! Steve is top notch, look forward to working with him in future projects!
Steven works extremely hard to satisfy all project needs and understands multiple perspectives to speak intelligently to his audience and get the job done. To all new comers, he's very knowledgeable of the industry and takes pride in sharing his experiences to educate new clients which help to communicate realistic expectations.
Too bad 0 stars isn't an option. Cannot get anyone to respond to an email or answer their phones. Talked to an LO and then got ghosted. Called a different one and ended up with the same result. No kind of communication or respect for a client. Terrible service. EDIT: I spoke with Steven, Ernesto and then Nick. I can show you emails if you like. 2nd Update: Spoke with the owner. Very condescending, very hostile and threatening. I will never do business with this company
I cannot say enough about the service I got from Steven and Luis. They kept me up to date with any updates regarding my loan. They were very prompt when I had questions and made this transaction as smooth as possible. Thanks Steven and Luis!
This is an awesome company to do business with. I'm on the small business end of real estate investing and Steven and his team were real professionals. Great rates, fast commitments and outstanding customer service. You can't go wrong.
Mia Kim of RDC Capital was referred by a friend. She is fast, professional and always available. Best loan officer.
Jonathan at RCD capital was extremely helpful, very professional and has closed several loans on time for us with unique programs that I could not find anywhere else. Recommend highly!
Fast and easy to work with. Great communication throughout the whole process. Thank you Yumi for all your help!
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.