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SimpliFi

SimpliFi

Reviews Summary

Clients consistently praise the financial planning expertise, professionalism, and personalized service. Advisors are described as knowledgeable, patient, and responsive, offering clear communication and tailored advice. Many highlight significant portfolio growth, accessibility, and trustworthiness, with frequent mentions of retirement planning success. The team is commended for making complex financial concepts understandable and prioritizing client needs. Overall, satisfaction is high, with strong recommendations for their integrity, dedication, and results-driven approach.

About This Listing

Tax Planning
Financial Advisory
Estate and Trust Tax

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 Planning
Financial Advisory
Estate and Trust Tax

Contact Information

Address

9666 Businesspark Ave Suite 111

San Diego, California 92131

Visit Website Call Now Get Directions

Hours

Sunday Closed
Monday 7:30AM-4PM
Tuesday 7:30AM-4PM
Wednesday 7:30AM-4PM
Thursday 7:30AM-4PM
Friday 7:30AM-4PM
Saturday Closed

Customer Reviews

I've been with SimpliFi for many years. Eric has done a great job in growing my investments. He is incredibly knowledgeable. When you meet Eric, you will see just how passionate he is about finance/ investing. He and his team go above and beyond in providing outstanding service to his clients. Choosing a financial advisor is such an important decision. I had interviewed many when I was nearing retirement. Eric is in a different league than the others. I wholeheartedly recommend SimpliFi .

I never thought I would be a person who 'needs a financial planner' and I often feel like I am financially illiterate. However after working with Eric, he always answers my questions without making me feel bad. He ?also helps me understand how ?m?y current income might align with my future financial goals. I was introduced to Eric by a family member who just raved about him. All of my interactions have been met with attentiveness, and respect for my time. ?Communication? is clear and every interaction feel

Been with them for years and SimpliFi has been amazing since day one! They offer seminars and webinars full of great info, and a Christmas brunch that collects for various charities. Everyone at SimpliFi is friendly and capable, and just awesome!

My wife and I are both clients of SimpliFi and we are both extremely pleased with the service we have received. Eric is always available to us. He reaches out to us frequently to see how we are doing and to see if we have any questions. The amount in our accounts has increased substantially. We would highly recommend SimpliFi to others.

I was looking for a financial advisor, trying to plan ahead for my future. I have an IRA and an old 401K from my previous employer. It's always scary trying to find the perfect person you can trust with your investments, but both my dad and his best friend use Eric and they're pretty tough critics. I have a ways to go before retirement, but was in limbo about the best way to handle the two accounts I currently have. Eric and his team were amazing! I cannot say enough good things about them. His initial cons

Eric is extremely knowledgeable and confident in financial planning for retirement. He listens, evaluates and sets goals. He is always available and is truly concerned for your best interest. Great support staff Alexis and Lauren. Grateful for all their support, thank you! Highly confident to recommend him and his team!

I have been with Eric and The SimpliFi team for a good long time. When I retired, Eric was able to take control of both my 401k and Pension accounts. We have made a 19% increase in the past 2 years!. The peace of mind I have knowing how my future is being cared for is priceless. Thank you, Eric & Team!

I attended many seminars over a period of several years before I retired and transferred my investments to SimpliFi. I always got straight answers from Eric and he never sugar coated any issue. Always been very accessible and quick to respond when I call. I always understand what is being done with my investments, And he is always respectful of any questions. Of the many firms that I looked into there was never one that could match the integrity of the entire SimpliFi team.

SimpliFi is a good value and professional financial adviser firm. Prior to retiring from Verizon, I invested some of my funds with SimpliFi. After I gained confidence with their advisors and in their investments, I later decided to move all of my 401k and lump sum over for them to manage. I now have well over a million dollars in my IRA account. In fact, within the last year my portfolio has gained over 14%. I value SimpliFi because they are always easily accessible. When I call them they respond immediat

They are there to help whenever it is needed. No question is too small. Individual needs are important to them and they happily help any way they can.

I can't say enough good things about this financial management company. My wife and I have been with them for seven years. They are professional and truly concerned about your financial health. They respond promptly when you call or email. They are honest and they explain in detail about your choices and risk factors. They absolutely care about their clients. They call, email and send information to you to keep you apprised of the current market and what they advise for your best options. We have neve

all of the above. I met Eric in 2007 when I was planning to retire. he was well informed of the retirement process with my company and was with me through the whole process. I've been extremely happy with not only Eric but everyone in the firm. My money is doing well and he gives sound advice.

I started working with Sean Nisil &Eric Sigdestad before I actually retired. when we first started process gave us good advise on how to start the process & for the years we have been using them, as SimpliFi as our financial advisors they have consistantly been able to make our retirement funds grow. they keep us up to date on what they are doing & how it is going, as with all service such as this you do pay a fee for that work & we feel what we pay vs what we get in return had been a good value. and then a

Eric works really hard with his clients so that they can fully understand any financial questions that they may have. He is professional, reliable, and patient, which is great for someone like me who had no idea where to start. I would definitely recommend him. Thank you for your time, Eric! It is greatly appreciated ??

Great company,friendly staff and all employees are very knowable.

I have and are still having great success with this firm. For me the greatest value is they worry more about my finances that I do. SimpliFi put me in a position to enjoy my retirement.

This team is great. They provide a quality service and are responsive to our needs/questions.

Mr. Eric Sigdestad is a true remarkable individual who is not only caring about your sound future in retirement but also your achieving the financial freedom you are seeking for the entire working life. I know Eric through my company Frontier and he only cares about your situation more when he gives advices and would not take you as a client if it is not for your true benefits. Matter of fact, Eric would not take you as a client if he thinks I am not good or financially sound to retire. He gives very good a

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.