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Retirement Partners of California 401k Advisors Erick Arndt Wealth Advisor PPC AIF

Retirement Partners of California 401k Advisors Erick Arndt Wealth Advisor PPC AIF

Reviews Summary

The reviews consistently praise the advisor for being highly knowledgeable, responsive, and dedicated to client success. He excels at simplifying complex 401(k) processes, providing clear guidance, and offering personalized support. His enthusiasm for financial education and hands-on approach during enrollment meetings are frequently highlighted. Clients appreciate his ability to ease stress, answer questions promptly, and go above expectations, making him a trusted partner for both businesses and employees. Many note his long-term reliability and willingness to assist beyond standard services.

About This Listing

Business Consulting
Tax Preparation
Tax Planning
IRS Representation
Financial Advisory
Small Businesses
Mid-size Businesses
High-net-worth Individuals
Startups
Professional Services
QuickBooks
GAAP Compliance
Risk Management
State-Specific Experience
Multi-state Experience
Years of Practice
CPA License

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 Preparation
Tax Planning
IRS Representation
Financial Advisory
Small Businesses
Mid-size Businesses
High-net-worth Individuals
Startups
Professional Services
QuickBooks
GAAP Compliance
Risk Management
State-Specific Experience
Multi-state Experience
Years of Practice
CPA License

Contact Information

Address

25802 Bronte Ln

Stevenson Ranch, California 91381

Visit Website Call Now Get Directions

Hours

Sunday Closed
Monday 8AM-6PM
Tuesday 8AM-6PM
Wednesday 8AM-6PM
Thursday 8AM-6PM
Friday Closed
Saturday Closed

Customer Reviews

Erick Arndt has quickly become my specialist for all things 401(k). I run an office for a small business and when you are setting up anything new, but especially something involving money, it is stressful. Erick truly helped me through the process and helped me through my anxious moments. He is very knowledgeable and quick to answer any questions that I have. On top of that, he has helped me with things outside of our 401(k), being exactly the kind of financial advisor I need. I have made it clear to everyo

Erick has been an unbiased and active partner with our 401k plan. Recently, he conducted an all-employee introduction/enrollment meeting for our company where he was very thorough with presenting the plan and answering all questions - we received great feedback from our employees! He's very focused on our employees' financial success and providing the best service, options and ease for the company. Thanks Erick!!

Erick Arndt has been instrumental in helping us maintain our 401k program, especially during these tumultuous times. He's extremely knowledgeable and has made investing easier to understand for our team. I would absolutely recommend Erick to anyone looking for an investment advisor.

Erick helped us establish a 401K program for one of our companies over 10 years ago. He made it so easy, working with all of us throughout the onboarding process and developing plans for our successful futures. He has always been there for us when needed, so it was a no brainer that we chose him again when adding a 401K plan to another one of our companies.

Erick's enthusiasm towards educating and assisting his clients to retirement success is contagious and incredible! He's thorough, engaging, and speaks in a language we all can understand and appreciate. You can tell he truly cares about this and doesn't just go through the motions. We are so grateful for his knowledge and care for our employees and team!

Erick has been amazing. Very responsive and helpful. We have used him for a couple of years and I am very glad our company switched over to his services. This has been a big win for our company and me as the administrator.

Erick simplified the 401K process and made my life easier. I so appreciated that he answered every question quickly and with clarity. Take the time and call him.

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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