Rescue One Financial

Rescue One Financial

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

16842 Von Karman Ave Ste 300A

Irvine, California 92606

Hours

Sunday Closed
Monday 8AM-7PM
Tuesday 8AM-7PM
Wednesday 8AM-7PM
Thursday 8AM-7PM
Friday 8AM-7PM
Saturday 9AM-3PM

Customer Reviews

I had a great experience with Rescue One Financial. The team took the time to listen and guide me without any pressure. I felt supported and respected throughout the process.

Peter has been our advisor for over a decade, and we?ve always felt supported. He brings calm and clarity even in turbulent markets. What sets Peter apart is his ability to explain complex financial strategies in a way that?s easy to grasp. With Rescue One?s full range of services, we feel empowered and secure in our financial decisions.

I have made a lot of stupid mistakes while being young that have negatively affected my credit. Brian Dunn spent over an hour on the phone with me explaining everything about the concept of joining a debt relief program to repair my credit. I was skeptical at first after reading things online but he made sure I understood every single aspect of the program before I agreed to it, kudos to Brian for giving me some solid advice while keeping it professional and steering me in the right direction to become debt

I can?t say enough good things about Rescue One Financial. They were fast, efficient, and above all?caring. Lillian made me feel like I was not alone in this journey. She explained everything in a way I could understand and helped me believe in a better financial future.

Peter has been fantastic to work with. He explains every detail, answers all our questions, and never rushes us. Thanks to him, we?re well on our way to achieving our financial goals with confidence.

From the first phone call to the final step of enrollment, Kevin was incredible. He made a difficult situation feel manageable. He never rushed me, and always made sure I felt informed. I?m grateful to have him in my corner.

The entire team at Rescue One Financial was amazing, but JJ especially stood out. He was incredibly knowledgeable and treated me with respect. He made the process feel simple and gave me hope that I could fix my financial situation.

I?ve never had such a smooth and stress-free experience with a financial company. Eric Aday was fantastic! He explained everything thoroughly and made sure I didn?t feel pressured or confused. I?m already seeing progress thanks to his help.

Rescue One Financial really turned things around for me. I had no idea where to start, but my specialist George G. was incredibly helpful. He broke everything down clearly and made sure I understood all my options. It was a relief to finally feel in control of my finances again.

I was blown away by the customer service. Kelly M. was amazing during the welcome call. She paused regularly to make sure I was following everything and always asked if I had questions. It made me feel valued and not just like another client.

I had been putting this off for so long, but Rescue One Financial made me wonder why I waited. Kevin D. was kind, funny, and professional?he made the experience comfortable and even enjoyable. I?m already starting to feel the weight lift off my shoulders.

Working with Kevin D. was one of the best decisions I?ve made. He was patient, thoughtful, and explained every part of the process in a way that made me feel comfortable and confident. I felt completely supported from start to finish.

I?m extremely grateful to Rescue One Financial for helping me create a manageable budget and realistic financial plan. Their team didn?t just help me fix my situation?they empowered me to build a better future.

Rescue One Financial helped me consolidate my debt in a way that actually works with my lifestyle. It feels like I finally have a plan that fits my income and my goals. I feel empowered, not ashamed?and that means everything.

I appreciated the time, attention and effort given to me by Rescue One Financial. They found the right solution without pressuring me to do anything I didn't want to.

I worked with Kevin D. and he was wonderful. He was so helpful and made everything so smooth and stress free. I would recommend the company and Kevin to help you through this process. I felt comfortable and felt that Kevin knew exactly what I needed to do. I had complete trust in him and the process.

George G. Who helped me through out the process was thorough, and concise. He answered all my questions and doubts. People like him are what make your company great. Thank you and I will be recommending you all to whoever needs the same help.

My specialist Kevin was awesome, extremely knowledgable funny and so kind. Thank you so much for making this path fast and easy for me. I honestly should of have done this before. you made me feel so comfortable and confident with my choice. I got myself into a big mess and you and Rescue One Financial were here to help me out. thank you for responding so quickly all my questions and helping me enrolled to a fresh start. you were so caring and helpful I appreciate you very much.

Lillian is great! She explained everything thoroughly and always made sure I understood and checked to see if I had questions. I pray to God that this will change my life for the better and as of right now I feel that it will.

Rescue One Financial has been a lifesaver for me. They helped reduce my debt and made everything so much easier!

I no longer feel anxious about my debt. Rescue One Financial really helped reduce my stress and worry.

I recently hired Rescue One Financial to help me with my credit score, and they did an amazing job! Highly recommend!

I was impressed by the speed and efficiency of Rescue One Financial's service. They took care of my financial needs quickly and effectively.

Everything was explained very easily!!! Kelly M never made me feel like I didn't understand anything! My welcome call was great! I loved how she paused to "check in" to see if I had any questions!

The assistance and careful consideration are much appreciated. I will certainly recommend you to my friends and family.

I was impressed by the professionalism and expertise of Rescue One Financial. They took care of my financial needs quickly and efficiently.

Rescue One Financial provides excellent customer service and top-quality financial guidance. 5 stars!

The team at Rescue One Financial was incredibly understanding and patient with me. They made the process stress-free.

I recently worked with Rescue One Financial to pay off my debt, and I'm so glad I did! Highly recommend!

Working with Rescue One was the best decision I ever made. My debt is manageable now, and I feel stress-free!

I recently worked with Rescue One Financial to create a budget and financial plan, and I'm so glad I did! Highly recommend!

Kevin D, what the representative that helped me out today, really explained everything and made me feel comfortable with my decision. Great Customer Service.

They helped me navigate the debt relief process and gave me peace of mind. Highly recommend!

If you?re struggling with debt, Rescue One Financial is the way to go. They really know how to negotiate with creditors.

I don?t feel overwhelmed by my finances anymore. Rescue One Financial made everything manageable.

I can?t thank Rescue One Financial enough! They stopped all those collection calls and helped me get my finances back on track.

Rescue One Financial made me feel like I was their top priority. Fantastic service!

Enrolled in the program today, have to admit was fearful to make this decision but for two days Kevin D. worked with me, changing the plan several times at my request, explaining the program and answering at times the same question without hesitation or frustration always with patience and professionalism. Now looking forward to completing the program and be debt free.

The program terms were perfect for my situation. I feel confident in my ability to pay off my debt now.

I recently hired Rescue One Financial to help me with my financial crisis, and they did an amazing job! Highly recommend!

Tiffany one of the representative very helpful and explained to me clearly regarding my loan. Thank you for her the process is very fast.

Stephen has been wonderful to work with. He has made sure I understand the process and how to handle all future contacts. He has made me feel less stressed about a very stressful situation, and I hope he knows how much I appreciate what he is doing for me.

Thank you for the help and attention to detail. I will definitely refer you to family and friends

Rescue One Financial helped me reduce my total debt and make a solid plan for paying everything off. Such a relief!

Rescue One Financial offered me flexible options to work through my debt?such a relief!

He was very informed and exceptionally sympathetic in many aspects. He alleviated my concerns over my selection and provided a comprehensive explanation of every aspect of my consolidation. I have already referred others to him for financial assistance.

Thanks to Rescue One Financial, I no longer have to worry about collection calls. The peace of mind is priceless.

This has been an awesome experience and it is going to make such a difference in my life. I was sinking and now I am already starting to float to the top. This will make such a difference to get me squared away.

I?ve saved so much money with their debt relief program. It?s like a weight has been lifted off my shoulders.

They were always professional, and their communication was top-notch. A great experience!

They made the process so simple! The team is professional and truly cares about helping you.

I really enjoyed working with this company. They battled like crazy to get me the best offer possible.

Working with this business was a pleasure. To get the greatest deal for me, they fought tooth and nail.

BEWARE!!!! The charge off program was sold to me one way and the fine print reads another. I was basically referred from Rescue one to Freedom debt relief. My credit is now shot because my creditors weren't contacted. They only contact one creditor at a time. You are going to go delinquent with all your creditors and your credit will be screwed. Nothing I can do now! My credit is toast. Also they DO NOT care that their salesman are selling with false intentions using a buncha of big words to make it sound

Rescue One Financial?s debt relief program really works! I can now see a clear path to financial freedom.

I love the flexibility of their program! I was able to get terms that worked with my budget.

We were able to overcome commercial issues with their excellent counsel and strategic planning. Their dedication to customer success and expertise are much appreciated.

Dan Crain knew a great deal about his products. He was incredibly helpful and well-mannered. Anyone who is having trouble paying off debt, like me, should definitely consider using his services! I'm grateful.

Amazing customer service! The team was always available to answer my questions and provide guidance.

Ryan was incredibly helpful and thorough in his assistance. He took the time to explain everything to me in detail, ensuring that I fully understood the program and how Rescue One Financial operates. I would wholeheartedly recommend this company to anyone seeking financial assistance. After speaking with Ryan, I eagerly anticipated working with this outstanding company.

I worked with Mark Talamantes and he was really patient and provided me with so much information. I recommend him highly as a great person to work with on.

Working with Rescue One Financial has allowed me to finally get a handle on my debt and move on with my life.

When speaking with Rescue 1 Financial I was really impressed with their understanding of the debt world and their ability to help me with my debt. They have been amazing and very helpful from the moment I called. Alex who was a very nice man did a great job helping me and made everything easier for me at Rescue. I will not hesitate to recommend friends and family.

Amy was wonderful. She thoroughly answered every question I had with great patience. She obviously knows her business backward and forward. She was extremely professional while at the same time cordial and very approachable. She called and emailed every time she said she would and made a difficult procedure extremely simple. I hope she is teaching your new customer service people because she does it RIGHT!!

Wow... they were incredibly helpful and informative. They ensured that I comprehended all aspects of the program and went the extra mile to explain it to my fianc? as well. I cannot express how happy and relieved we are to discover this program, and it all started with Ken, who made the interaction pleasant and informative. I highly recommend this company to my colleagues because of Ken. Having someone like Ken on your team demonstrates the strength of a company and how one interaction can change someone's

Eric was exceptional! He maintained constant communication with me during each step of the process, particularly when I initially applied for a personal loan. When that option didn't work out, he thoroughly explained the alternative that I did qualify for, which turned out to be a much better option. Eric's sincerity and attention to detail were truly genuine.?

I was embarrassed and ashamed of the financial situation I've gotten myself into. I first called Rescue One and spoke to Sarah I initially was not willing to consider a debt relief chargeoff program, but after I hung up I thought about some things that she said to me. I called her back and set up a time for a phone call when my daughter was available so I could have a second set of ears. I made a list of 11 questions and Sarah answered each one with patience and understanding, and she was very knowledgeable

Jessica was an amazing representative of your company. She went into detail answering all of my questions and was very straight up with me. She earned my trust and am very happy with the work that has been done for me so far. Rescue One Financial has been amazing and I am looking forward to being debt free!

After working with Rescue One Financial, I finally have a plan in place to pay down my debt and end the stress.

Heather was great to work with. She took the time to listen and answer all my gazillion questions and I truly believe that she cares about my financial wellbeing. Heather was knowledgeable, courteous and had a nice banter on the phone. She made me feel at total ease and I felt confident that my issues were going to be fixed.Thanks for a job well done

Jessica was very helpful and explained everything in detail. Signing up for this program was a bit nerve racking at first but she made me feel safe that this was the right decision. After my first settlement I was reassured that this was the right move. The follow up calls are great, it shows that theyre there for you every step of the way. Thank you for helping me through this Jessica and the whole FDR team!

Ashley was my consultant, she was very informative, trustworthy, knowledgeable and great to talk to. I appreciate everything that she did for me and my family. I have tried to handle my situation all by myself, but the companies made it impossible. After a two month stay in the hospital I became very behind on my payments. I thought that I was drowning until I contacted Rescue One. She has given me relief and a feeling of accomplishment. I thank Ashley with all my heart and soul for helping me get on track.

Rescue 1 Financial has been a real savior for me! I was in a dead end position financially before I applied with them. They provided excellent and friendly customer support who actually listened to my needs and worked to make sure the options worked for my financial situation. Thank you for all the support! I am really satisfied and I will not hesitate to refer Rescue 1 Financial to my friends and family.

The procedure was not as difficult as anticipated and was really informative. When I was working with Rescue 1, I gained a lot of knowledge.

Erin was extremely thorough. She exhaustively explained every detail about how the program works while being amazingly nice and friendly. She's professional and clearly knowledgeable about their services. I appreciate the time she took with me and I look forward to working with her to solve my problems and make better choices for myself.

Jeff was super helpful and knowledgeable. He explained everything in a way that made sense to me and was super eager about helping me out. He did such a fantastic job that even my fianc was super interested and Jeff helped him out as well. We are both super grateful for the hard work he put in. You can tell ***** is not one of those employees that only works for a paycheck. He makes personal connections and leaves a lasting impression. Everyone should be like Jeff deserves a raise!!

This has been a great experience so far, even though today was just the first step. I am hopeful for the future and I am so ready to rise up from this scary and overwhelming debt that I've accrued. Rescue One Financial was fantastic, and they always offered to help answer any of my many questions. This is all new to me, and a little nerve-wracking, but I'm honestly starting to feel so much better about my financial future. I'll admit that there was a bit of skepticism from me at first, but simply because it

Before meeting Rescue 1 Financial, I was living a dead end. My creditors were threatening me everywhere. I couldn't settle the debts myself. When I asked for the assistance with my debts Rescue 1 Financial did not hesitate to "rescue me". I understood that the customer service staff is really at the service of customers. Everything went well from the beginning to the end. They were able to find a way to consolidate my debts. I'm finally rid of it. Thanks to the whole team for the support. I recommend it to

My rep was very professional, courteous, and knowledgeable. He was very patient with me and answered all my questions in a timely manner and guided me on a better path to getting rid of all my huge debts which was going nowhere. I'm very grateful to him and so glad that I can now finally start eliminating my debts while saving money at the same time! I have been struggling with a lot of debt lately helping out family members trying to survive through this whole pandemic. I finally got some much needed help

I applied a few places for a consolidation loan and kept getting incredibly high rates and insane offers that had me paying 4 times what I was currenly paying. I almost gave up hope until I spoke to someone at Rescue One Financial. I figured one last time...and I am more than happy I did. Their approach was completely different than the other companies I spoke to and they were able to reduce my monthly output by almost half. Great program and they saved me.

Rescue One Financial made me feel taken cared of and safe. Thats one of the important feelings and assurance a person who experience bent trauma can receive. I have been treated with respect and integrity, professionalism and efficiency and most of all my adviser Jim is just so awesome friendly and reliable.

Grant?was amazing. Very knowledgeable, took the time to answer all my questions while also explaining the whole process. Took the time to ensure that I was understanding step by step as things were happening. Kept me update and was really passionate about his work. His work ethic is a plus, he always checked on me to ensure that my questions or concerns were answered on a timely manner. If it was up to me, I will definitely give Grant a promotion.

Rescue One Financial is a great company that is really out there helping people like me that got too deep into debt and need a way to get back on track. They offered me a great program that saved me a lot of money and allowed me to get rid of the debt I piled up. Amazing work and I am a very satisfied customer.

At first I was a little uneasy about doing this but I had to do something or I was not getting out of debt. They were very professional but personable as well. Rescue One Financial helped My husband and I tremendously and we learned a lot throughout the process. If I email or call I received a quick response. We cannot wait to finish the program and be debt free!

I simply called to ask some questions and get some advice on paying down my debt. I got into a really good conversation with Eric the representative and I decided to give this company a try. He really took the time to explain everything in detail and answer all of my concers and questions. I am well into the program so far and they have done a good job!

I worked directly with Sid. He was absolutely wonderful. I had tons of questions and must have called him at least a half a dozen times before I decided it was okay to move forward. He was very knowledgeable, very helpful, and so patient with me. He was able to break the legal mumbo jumbo down for me in terms that I was able to understand. Can't say enough about him!

I was skeptical and Hesitant in making this phone call due to the overwhelming stress and embarrassment of finding myself in this position. After doing so though, the professionalism and calm, supportive, and knowledgable direction and conversation with Representative Sean helped me immediatley feel some of the heavy stress being relieved from my shoulders. I'm unable to provide a complete review of the program itself due to just beginning the process, however, if the remainder of my time as a customer with

Rick was VERY helpful and helped me with an amazing solution that has lifted so much weight off my shoulder especially as a mom. Im glad I came across this and such an amazing person who understand and made me feel comfortable and helped me understand every details during the whole process. If you ever come across this and get Rick, just know you wont regret this decision !

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.

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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.