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Ryan Wang

Ryan Wang

Reviews Summary

The reviews consistently highlight exceptional professionalism, deep knowledge, and genuine care for clients. Many appreciate the clear explanations, personalized service, and proactive follow-ups. Long-term clients commend the ongoing support, transparency, and ability to simplify complex financial matters. The advisor is praised for being approachable, patient, and dedicated to clients' best interests, often going above expectations. Recommendations are frequent, emphasizing trustworthiness and a friendly yet professional demeanor.

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

3350 E Birch St Ste 208-A

Brea, California 92821

Visit Website Call Now Get Directions

Hours

Sunday Closed
Monday 8AM-5PM
Tuesday 8AM-5PM
Wednesday 8AM-5PM
Thursday 8AM-5PM
Friday 8AM-5PM
Saturday 11AM-5PM

Customer Reviews

I meet Ryan a few years back as I was getting close to retiring and started talking to him about investments and the more we spoke the more comfortable I felt with his knowledge and his abilities, but I was still a little uncertain of the fact that I was in Northern California and he was in Southern California but the more we spoke and got to know one another I felt more comfortable about the distance not being an issue. He respected the fact that I move at a slow pace when it comes to money, he listened to

I can't recommend Ryan at Transamerica enough! From the moment we started discussing my financial goals, he went above and beyond to ensure I fully understood every detail about the options available. He took his time, never rushing me, and made sure I was confident in the decisions I was making. His professionalism and genuine care for his clients are truly exceptional. What really sets Ryan apart is his thoughtful follow-up. He checks in tactfully, never in a pushy way, which makes me feel valued rather

Ryan is the man! He's super personable and easy to work with. I would recommend Ryan to everyone for his professional, educated, and friendly service!

I've been working with Ryan for 11 years now, and he's been awesome since day 1. He's very knowledgeable and professional, and I really appreciate how he stays in touch multiple times a year whether they are for actual financial updates or just birthdays, happy holidays, etc. Even as someone who has already been pretty deep in investments and fairly comfortable with my financial health, Ryan always listens to my needs and seeks out solutions that help me diversify even further. I'm very pleased to continue

My experience with Ryan was exceptional from start to finish. He displayed excellent professionalism and knowledge throughout all of our interactions. He was responsive and helpful, and addressed any of my questions quickly and effectively. Overall, I definitely recommend him for his expertise and dedication! Thank you again for a wonderful experience, Ryan!

I've had the pleasure of meeting and working with Ryan for many years now. He's a very genuine person that truly cares about his clients and will do his best to help them get to their financial and retirement goals. Need someone that will go the extra mile for you? That's Ryan. I remember the countless times where we've gone over time for our scheduled calls because I have way too many questions regarding how things work and every single time, without fail, Ryan takes his time to not only answer my question

Ryan has been my family?s financial advisor for 5 years now. We were introduced to him several years back. My family decided to roll our accounts over to him after our last advisor failed to provide us with the customer service he promised. Ryan quickly re-educated my parents on their accounts and we were sold on his transparency. He's always checking in and keeping us updated on new policies that would affect our portfolios. He's extremely knowledgeable and always welcomes questions we might have. We're s

I have been working with Ryan for the past 6-7 years now and he has always been the go to person for my financial needs. He's very professional and knowledgeable about what he does. I'm glad he was able to help my family out and clarify the questions they had. He provides the best services and constantly checking in or updating us on our portfolio. I would definitely recommend him as an advisor!

Ryan is just amazing , his knowledge and ability to explain things to detail and guide you to decide the best options for you and your family are few of the qualities we loved about him . He is also reliable, helpful and always pleasant.

Ryan is my go to person for any finance related. Not a lot of financial advisors have the knowledge he has and he is always truthful and looks out for my best interest. I would recommend Ryan to anyone seeking financial advice knowing they will get honest recommendations.

I've been working with Ryan now for over 5 years. Extremely knowledgeable and very professional. I would recommend him with full confidence.

Ryan is hands down one of the best! There's a sincere genuineness about him that he expresses for his peers and clients. I'd highly recommend any and everyone to Ryan!

I just want to thank and appreciate Ryan Wang for helping me and my family out with our financial situation his knowledge and willingness to help goes beyond what I expected. I would recommend him and his services to anyone!

Met with Ryan to discuss my needs and what I was looking for. Ryan was very professional, approachable, and was able to break down and simplify to help me understand my options and what would work best.

Ryan has been professional and very helpful whenever I call him with questions or need help with my account / paperwork? I have recommended him to my peers.

I got my son a policy through Ryan. He would talk to my pediatrician and understand our needs. I highly recommend his professional and friendly service.

Super knowledgeable. Extremely patient in explain the plan and products to me. Follow up with an very good timely manner and never disturbs me during my work hours. Communicates promptly and most importantly, made me some money!

Ryan is an amazing Advisor with great knowledge and friendly service. Thank you

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.