*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.*
555 12th St #1650
Oakland, California 94607
Click on the photo! I guess they've been sued before. The worst decision I've ever made in my life and I've made plenty of mistakes. You will end up paying 4 times more and the work that they do is crap. They hire a 3rd party contractor which I know is usually what these companies do but when you try to dispute that there's issues with the work they threaten to foreclose your home. I should have read the reviews before I signed on. I honestly shouldn't have even let them in my home.
Awesome experience, loved the knowledgeable staff. Was able to fund my roof project and have a great fixed interest rate, I was able to pay. Seamless payment made to contractor.
Pam is god sent I had an amazing experience with her. I highly recommend my home looks amazing
?????????? I had an excellent experience with Renew Financial! Their team was professional, helpful, and transparent throughout the entire financing process. They made everything easy to understand and guided me step by step, ensuring I felt confident in my decision. The terms were flexible, and their customer service was outstanding?always responsive and willing to answer any questions I had. Thanks to Renew Financial, I was able to complete my home improvement project without stress. Highly recommended f
I've had a wonderful experience both times using Renew. Easy application process with immediate approval.
BUYER BEWARE!!! RUN FROM THIS COMPANY!! IF I COULD GIVE A ZERO I WOULD!!! HORRIBLE RUDE UNPROFESSIONAL!!!! ONCE THE DOTTED LINE IS SIGNED THEY ARE THE WORST!!! THEY OFFER PREDATORY LOANS AND DO NOT WANT TO PROVIDE YOU WITH A PAYOFF!!!! RENEW FINANCIAL IS A JOKE!!!!!
Surprisingly quick and easy process. I lost my ac in July, in Florida. They gave me the money and an installer to my house within a week. Frank is awesome.
It was easy to apply. All online. Got approvel within minutes. Felt safe dealing with them online. After my roof was replaced getting my contractor paid was done online. Very easy. This was a blessing for me. I had been looking for way to replace my roof for 5 years. They gave me what I needed NO down payment and LOW monthly repay when I pay my property tax.
Please don't hesitate to contact Renew Financial for your home improvement financing needs! They are professional and extremely attentive and helpful throughout the whole process. Everything is completed online so it couldn't be easier! Their finance terms are great and the loan will be conveniently paid back thru the mortgage escrow. We are extremely pleased and wish everyone Good luck!
RENEW FINANCIAL IS A SCAM AND THEY ARE CROOKS!! BE WARNED, DO NOT USE!!! I was told bold face lies to specific questions I asked. I was told the project would take 6 weeks, it took over 7 months. The contractor was 100% completely incompetent!!! My project failed inspection 3 times before it was finally passed. And forget trying to reach them if you need help. It's impossible!!!
Very please, because it was so easy to apply, and approval really simple, in less than 10 minutes I was good to go. They even called me to make sure I was happy with my contractor and installation, so they can release full payment of solar sistem. I highly recommend them.
I had several projects done through renew Financial. I've called for assistance attempting to locate a contractor in Volusia County for Lawn n irrigation who excepts renew Financial, an customer service won't even assist with locating one, all they say is did you look on our website. Poor customer service
Approval was quick and easy. Thank you for being an affordable option for my roof replacement.
Applied for a solar panel loan 1 month before my contractor was ready to start the project, Renew called me a couple days later to ask me to give them screenshots of my mortgage statement which I provided. Didn't hear anything back for a couple of days, emailed and left voice messages to ask the status, they did not respond. almost a month after the project is done they call asking me if I still want to move forward with the project. Very unprofessional. They don't really value your time.
Not only did they approve me, I stayed approved. Tried other places with decent credit, they'd approve me one day then the following day say "I'm not approved". There was a company that approved and un-approved me 3 times in one week. Thank you Renew for saving my home!!
They made it unbelievably easy to have new windows (17) put in my home in one day. The contractors (Edward Builders) did a fast and awesome job. Will call again on my next upgrade .
Their process was seamless and painless. Every representative was extremely thorough and polite. Every step of the way was so easy and I'd love to work with them on another project.
The crew working for West Coast are the best. They are fast, thorough, and do quality work. The cleaned up after themselves and then stuck around a bit just to see if I needed anything else. Do yourself a favor and get these guys for your next project!
Do not be fooled by these fly by night companies. They will charge you an unbelievable amount of fees, your interest rate will be near 10% if not more, and they will attach a lien against your house. There is a class action on going in Southern California due to the fraud perpetuated by these ?green? finance companies. I just caution anybody to read the fine print, and ask yourself why they do not care what your credit rating is. It is because you'll spend the next 30 years paying the loan off, and if you m
Had gross problems with our contractor, Canopy Energy, a company that sparkles on the web--but left us wondering how they could possibly get that "sparkle." A representative from Renew Financial got the right personnel to get involved. Even then, there was a wave, a strong tendency, to cultivate us into being complainers. The Renew Financial somehow established a better network of communication between its own executive branch and its own front line employees who seemed to be doing a deliberate job of sc
I am trying to pay my bill but am having a difficult time doing so. Renew Financial told me to contact Concord Services to pay by phone which I have been doing for the past few years. Today I tried to pay the bill but Concord told me that they could not find my account and to call Renew Financial which I did, Renew sent me back to Concord. I'm not sure how I am to pay my bill!!!!
Renew Financial has been such a blessing for my family, especially while enduring one of the most difficult periods of our lives. Renew's financing allowed me to install solar panels which have helped me save money so I can focus on my family as we adjust to our new normal. I highly recommend Renew Financial.
Very poor financing company. Told me several different rates to finance my solar panel installation. In the end they backed out of the deal AFTER the work was done which caused a considerable issue with my contractor. AVOID THESE PEOPLE!!!
They won't pick up the phone after 1 week of trying. They sent me to collections in error even know I never missed one payment. I'm sorry I picked this Company. Terrible service. They will not answer any of my written letters either. M. Kelly
Took 1 year to process a refund. Then they took out a fee for their horrible service. This company hides behind an adminstrator named David Taussig and associates which sole function is to act as an obstruction and provide mis information for this company. Avoid renew financial, they have no ethics.
Best choice for home improvement! No credit check & $0 down payment. 16 months to save before my payment!
If i could give them zero stars i would the APR is actually a rate on top of rate they dont want you guys to know about. Do the math & actually you end up paying double or triple the amount i guess if u desperately need it but if you can finance elsewhere better to do so.
Total scam!!!! Predatory lender that will drive up costs 1,000% upon signing the contract. Do not use this lender. Terrible what they have done to people in trapping them into loans by placing a lien against your house. Stay away.
the financing process was easy,timely,professional. The workers were over the top(.they were ,on time,resoursful. considerate of my time and space,cleaning up after working).
I am please to say that this company is one of the best easy and transition I ever delt with. The people were so nice and polite. Thanks again??
Very professional and informative
Easy process to get approved and customer support! Great opportunity to make my home secure and with a new look!
Very easy to work with and explains everything that you don't understand in a way that anyone can understand the process. Contractors that they work with are very polite and professional.
Very fast and easy qualifying took the stress off of our home needing a new roof and not having to pay out-of-pocket right away very convenient payment plan
The process was fast and very efficient.The professionalism and on time processing of the whole process up to completeness of the project is amazing.I highly recommend everyone.
Everyone I dealt with was very professional and courteous, and explained everything about the process in detail and answered all questions I had. Great experience.
Excellent customer service. Eligibility is based on the equity in your house, not your FICO score.
Everything was well explained and I am very happy with my new roof.
?? percent satisfied with financial group. Approved the same day. And recommend it to whoever needs it.
Thank you for your kindness and the easy process for refinancing. You make me look good with my home.
Excellent service received, and not a long drawn out application process.
Fantastic, quick, easy financing for much needed "Green" home improvement projects.
Quick and Easy loan application process. Answered all my questions and concerns.
these people go the long mile to save you money. top of the line company thanks
Great opportunity for a new homeowner!
Painless financing for energy efficient home improvements! Definitely recommend.
Highly unprofessional. Continuously lied to us. Will never do business with them again.
Easy process. No problems. Two thumbs up.
It was a simple process and the people were very helpful.
Beware if you use. Read the fine print.
Got the job done in one day and helped put things back in place.
Quick easy and paper free (mostly).
Thank you for the cake #pace #renewfinancial #coastalsupply
The best possible experience
Outstanding company.
(Translated by Google) My experience with Renew Financial was spectacular. I honestly felt like I was part of the family. They were very good at dealing with all my problems. They were resolved very quickly. I sincerely recommend them 100%. Thank you very much for all your support. (Original) Mi experiencia con Renew Financial fue expectacular sinceramente me sent? plenamente en familia muy buenos en tratos todos mis problemas se resolvieron muy r?pido sinceramente los recomiendo 100 % much?simas gracias p
(Translated by Google) VERY SATISFIED WITH THE WORK DONE. I RECOMMEND THEM. (Original) MUY SATISFECHO CON EL TRABAJO REALIZADO. LOS RECOMIENDO.
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.