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Revolution Financial Management

Revolution Financial Management

Reviews Summary

The reviews present a polarized consensus. Many praise the company for its educational approach, financial guidance, and positive impact on families, calling it life-changing with professional, friendly agents. However, critics strongly condemn it as an MLM pyramid scheme, accusing it of aggressive sales tactics, lack of transparency, and targeting vulnerable individuals. A few express cautious uncertainty. The majority of ratings are 5-star, but the 1-star reviews are vehement in their warnings.

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

515 Marin St

Thousand Oaks, California 91360

Visit Website Call Now Get Directions

Hours

Sunday Closed
Monday 8AM-7PM
Tuesday 8AM-7PM
Wednesday 8AM-7PM
Thursday 8AM-7PM
Friday 8AM-7PM
Saturday 8AM-2PM

Customer Reviews

A company that has really opened my eyes on personal development and endless potential for my families finances. Helping my family get out of generational poverty and learning how to make our money work for us.

It's so sad to see some of the 1 star rating. Those are people who don't understand anything about business. So they would never be successful in this so called "Pyramid Scheme" but they participate in a real Pyramid Scheme called a JOB. But that kind of logic escapes these kind of people. This business has helped my family by insuring we are covered in Retirement, Death, LTC, Wills, Trusts, Etc. It's sad those 1 stars are so conditioned to believe someone being nice is a scam. Smh, I hope they get a

This company has changed the way I look at finances. I had a financial advisor, but he never went over the concepts and showed me how money worked. This company has taught me and then provided the piece of mind that I needed and now I know I will hit ALL of my financial goals!!!

Really hard to support this business when one of the people who works here is currently, as I type this, sitting around arguing with people on Instagram. Claiming to be a member of the Christian faith while saying certain people of a party he dislikes deserve to be in prison. Seems radically unsafe to put your money in someone's hands who doesn't care if they live to see tomorrow and is actively harassing anyone he dislikes or doesn't agree with. Check in with your staff. Research who you give your money to

This firm has allowed me and family to realize there is hope for anyone. It has allowed us to surround ourselves with families winning in all aspects of life and at the same time, they're showing us the way. Bonus is, we get to retire with dignity!

Pyramid scheme, so beware. MLM cult. They like to target vulnerable people and bully them. These people know nothing about finances, they just paid a few hundred bucks to get "certified". Positive reviews are from people involved lol.

I grew up in this team and company! My father is one of the CEO?s and now I am a part of it. RFM has had such a positive impact on my life and family. I couldn't imagine my life without this team, this leadership, and these people really. The fact that we also offer the free financial cure for todays financial cancer is life changing as well.

I have been a client for over 10 years & recently sat down with my agent to review my financial plan and my insurance and investments. I was able to add an additional savings plan & so glad I did. Things change in our lives and in the world of finance & I would not be aware of how to maneuver without the agents who have helped me from Revolution Financial Management. They charged me nothing & have added tremendous value to me and my family!

Aggressive sales tactics, use of fear mongering. They aren't transparent about what they do- sell life insurance. They try to get everyone to work for them- it's a pyramid scheme. Won't take NO for an answer. I wouldn't trust my future goals and finances to someone who took a week long course to get certified in sales tactics. Trust your financial decisions to someone with an actual finance degree

This firm educates clients about finances and offers every kind of solution with full transparency. It's a very different approach then traditional advisories because it offers free classes where people can learn how investments work, so they are empowered and can make the best financial decisions for themselves. I've learned so much!

RFM helped me learn more about how money works and get my own financial house in better shape. I can sleep well at night knowing my family is protected and my wealth is growing thanks to them!

Wife and working mother of 2. Educational approach to finances. Debt Strategy, Short and Long term savings plans and flexible education plans for our kids. So grateful for the help we received and the continual help we get as our life, goals and financial situation has changed over the years.

Great company that puts their clients needs first. Great environment for individual agents looking to gain experience as well as branch off and start their own agencies.

As a client for the last 8 yrs I have been so impressed with how much my portfolio has grown. Very professional forward thinking agents.

We've been with this company for about 9 years and are very happy! Professional and individualized planning.

First came here as a client and they were able to help my family as well as myself with various things. What I love most is the educational approach they take.

Look at their BBB rating. Its a D+ Reasons for Rating D+ Failure to respond to complaint filed against business. Do not provide any service to this business. They harass and insult their customers and provided mediocre services.

Scam. Avoid at all costs. Every positive review was made by an associate. Don't believe this cult.

Helped me plan for my future. Showed me how much money I need to save by the time I want to retire

It is a classic MLM beware they do not care about you

Incredible company. Amazing services with phenomenal people within the organization.

Great place to get a world class financial education , part-time opportunity, leaving a family legacy

Unfriendly in my opinion. MLM pyramid scam in my opinion

There's no other Financial industry out there like this completely transparent non-captive no quotas hundred percent here only to help you ! saved mylife and countless others

Sound to me like this is another pyramid scam I feel sorry for anyone that gets involved with them

Unsure. I'm always cautious by overly friendly people, who tend to overreach. You should be too.

Life Changing Decisions are Made Here!!! FAITH FAMILY BUSINESS IN THAT ORDER??

Amazing place, people are friendly and great environment!

Amazing People and a very valuable information regarding my finances

Great company with great investments. Thank you!

Very professional environment. Great people.

Business oriented people Friendly environment

Amazing company, amazing people.

(Translated by Google) Very kind (Original) Muy amables

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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