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Ross & Mary Hunt, Inc

Ross & Mary Hunt, Inc

Reviews Summary

Clients consistently praise the financial guidance provided, highlighting expertise in investments, retirement planning, and estate management. Many emphasize long-term relationships (15-30+ years), noting personalized, honest, and prudent advice. The team is commended for responsiveness, attention to detail, and sensitivity to risk tolerance. Several mention improved financial stability, especially during crises, and appreciate the holistic approach connecting them with other professionals. Communication is described as excellent, with quick, efficient replies. Many express deep gratitude, attributing their financial well-being to this partnership.

About This Listing

Tax Preparation
Tax Planning
Financial Advisory
Estate and Trust Tax
Small Businesses
Mid-size Businesses
High-net-worth Individuals
Startups
Real Estate
Healthcare
Professional Services
QuickBooks
Xero
GAAP Compliance
Risk Management
State-Specific Experience
Multi-state Experience

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

Tax Preparation
Tax Planning
Financial Advisory
Estate and Trust Tax
Small Businesses
Mid-size Businesses
High-net-worth Individuals
Startups
Real Estate
Healthcare
Professional Services
QuickBooks
Xero
GAAP Compliance
Risk Management
State-Specific Experience
Multi-state Experience

Contact Information

Address

Ross & Mary Hunt, Inc, 29970 Technology Dr #120

Murrieta, California 92563

Visit Website Call Now Get Directions

Hours

Sunday Closed
Monday 9AM-4PM
Tuesday 9AM-6PM
Wednesday 10AM-6PM
Thursday 9AM-4PM
Friday 9:30AM-2:30PM
Saturday 10:30AM-1:30PM

Customer Reviews

I was floundering with my investments before I met Mary and Ross Hunt. Since then, they have organized me and increased my net worth to the point where I am comfortable. They are always available to talk one-on-one.

I have worked with Ross and Mary Hunt on my financial planning for almost a decade. They make a good team as Ross provides the financial advice and Mary handles the many forms and details of setting up and monitoring accounts. They are very responsive to my questions (I have many!) and provide quick and efficient replies. They have helped me to connect with other tax and estate planning professionals in the area to make sure I have prepared for my present and future financial obligations and well-being.

I have been working with Ross and Mary Hunt for over 20 years. They have provided guidance in the areas of investing, financial planning, preparation for retirement and estate planning. Over this time they demonstrated excellent knowledge in their field and are extremely attentive to detail. Ross and Mary were also very sensitive to our risk tolerance when recommending investments. I highly recommend them to anyone seeking financial planning services.

I have been a client of Ross & Mary for over seven years. It has been a pleasure to work with them. Prior to consulting them, our several retirement investments were a patchwork of accounts made up of savings and employee retirement plans developed during years of a two income, multi-employer family. As retirement drew near, it became necessary to get everything coordinated in order to maximize opportunities. We became very comfortable with Ross & Mary providing advice and direction right from the beginni

My wife and I have been a client of Ross and Mary for over 15 years. Just a few years before we met Ross & Mary I had retired. In 2008 after financial & real-estate markets had collapsed, we were devastated. Ross, being an independent advisor, put together a plan that to this day is still working. It is our belief that the Lord placed Ross & Mary in our path, and to Him, Ross and Mary we are so grateful.

For the last 30 years Ross and Mary have taken care of my financial guidance and investments well! Between IRAs, savings and an annuity, they have my wife and I on a good path for retirement and I thank them for all that. Communications with Mary and Ross are great too! I recommend RMH Advisors!

I've known Ross for over 40 years and have been a client for 30 years. In that time Ross and Mary have provided personal, financial and professional advice that has been honest, detailed, considered, prudent and much appreciated. I emphatically recommend them!

Thank you for your words of encouragement and wisdom. Be blessed.

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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