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RiseUp Financial Group, LLC

RiseUp Financial Group, LLC

Reviews Summary

Most reviews are highly positive (5-star), praising the company's caring, patient, and professional approach, with many feeling relieved and empowered by personalized debt solutions. A few negative reviews (1-star) cite poor communication, unfulfilled promises, and lack of transparency. Overall, the majority highlight trustworthiness and tailored support, while a minority express frustration with service reliability.

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

2600 Michelson Dr Ste 1400

Irvine, California 92612

Visit Website Call Now Get Directions

Hours

Sunday Closed
Monday 7AM-5PM
Tuesday 7AM-5PM
Wednesday 7AM-5AM
Thursday 7AM-5PM
Friday 7AM-5PM
Saturday Closed

Customer Reviews

I've been around long enough to know when people genuinely care, and I have to say, the folks here are the real deal. Very patient, never rushed me once, and you can tell they truly want what's best for you. It's refreshing these days to find people who still believe in doing right by others. And they're not afraid to tell it how it really is! Good, kind people all around.

Five stars all the way. A company that cares. From the moment I reached out, their team demonstrated unparalleled professionalism, empathy, and expertise. Struggling with overwhelming credit card debt, I felt trapped in a cycle of high interest rates and endless payments. Rise Up changed everything. Their advisor, Charlene, took the time to understand my unique financial situation, patiently breaking down my expenses and crafting a personalized plan that was both realistic and empowering. The process was se

I've been seeking a resolution for my debt for years now but didn't know what to do. I spoke to Alex, he answered all of my questions, reassured me and provided a solution that was tailored to me. I feel very confident working with him and recommend him to anyone who's looking to break free of the vicious debt cycle!

Spent weeks trying to get them on the phone. They text CONSTANTLY and anytime THEY schedule an appointment, IF they call it's just to say they're not available. If this is how they act when trying to win your business, I'm sorry for anyone who gives them their business. There are far better companies out there.

Kim was amazing. She really took her time to talk with me and answer my questions. For me someone with trust issues it been hard to find someone I would trust enough to help me get out of debt. Thank you Kim.

I took this call on a whim to see what they had to offer. My rep Charlene provided a real solution to pay off my debt when I felt like I wasn't making any progress on my own. She was kind and patient and answered my many questions. I feel relieved now about my financial situation, and glad I took the call!

They asked for personal information to verify I was "pre approved". Wanted an email address so I could sign electronically. Couldn't give me any information about the loan interests rates. Plus had me listed under a wrong name.

Very helpful and trustworthy people who truly care about your situation! I recommend anyone who is struggling to get out of debt to give them a call!

I was nervous at first but Neka was helpful. I think I made the right decision. I recommend Neka to anyone needing help out of debt. God bless

Spoke to Alex. He was very knowledgeable and took the time to assist my wife and I. Thank you again Alex. Carlos M. Tempe, Az

Promise you the moon then lies to you. Don't waste your time and ruin your credit.

Charlene is an amzing helper!! Thank you so much for everything!

Amazing company and amazing people!

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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