Back to Directory
SLD SOLUTIONS INC.

SLD SOLUTIONS INC.

Reviews Summary

SLD Solutions receives overwhelmingly positive feedback for its financial services, with clients and associates praising its professional, caring approach. Many highlight the company's comprehensive training, supportive environment, and commitment to helping families and businesses achieve financial security. Reviewers appreciate the personalized solutions, educational resources, and genuine care from leadership. While most experiences are highly rated (5 stars), a single negative review calls it a "scam." Overall, SLD is celebrated for empowering clients and associates with financial tools, transparency, and a family-like culture.

About This Listing

Tax Planning
Financial Advisory
Estate and Trust Tax
High-net-worth Individuals
Individual Taxpayers
Insurance Agencies
Risk Management

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
High-net-worth Individuals
Individual Taxpayers
Insurance Agencies
Risk Management

Contact Information

Address

155 N Riverview Dr

Anaheim, California 92808

Visit Website Call Now Get Directions

Hours

Sunday Closed
Monday 9AM-5PM
Tuesday 9AM-5PM
Wednesday 9AM-5PM
Thursday 9AM-5PM
Friday 9AM-5PM
Saturday Closed

Customer Reviews

As an insurance agent, I have had the opportunity to work with SLD Solution, and I can confidently say that they have significantly enhanced my business operations. They have the best trainings and support specially for people who are just starting in this industry. My senior director/ mentor, has been excellent as well. Whenever I have questions or need assistance, she is always responsive and knowledgeable, providing solutions quickly and efficiently. Very grateful for her. Overall, I highly recommend S

Working with he people at SLD has been a wonderful experience. Having been with the company for several years has been a blessing. the people are remarkable. I can say, that if you are not willing to learn, and put your head down and work, then you may not be successful here. But if you are willing to get educated and work hard, the sky is the limit, it's up to you. I've seen success happen, over and over again. Like the old saying goes, if it's meant to be, it's up to me. I love being part of the organizat

I started out with SLD as an associate and fell in love with what the company stood for so much that I became a client myself. I LOVE being able to help people with their financial needs and also knowing that family is properly protected and on track to achieve our financial goals. This company has been the greatest blessing to me and my family!

I think the positive tone and engaging environment says a lot about the Executive team at SLD. I have been a long-time client and associate with SLD, and there is so much care and thoughtfulness from the CEOs down to the new person in making sure that SLD is a positive force in the finance industry. I have seen the company evolved over the years and keeps adding more resources to help their associates succeed. It really is a pay-it-forward kind of company.

I joined SLD Solutions because of their crusade to help ALL families and businesses all throughout the United States. I love the opportunities and resources that I have been provided by the company. I would definitely recommend SLD Solutions.

As 2024 closes , I thank SLD SOLUTIONS for the Servitude Direction they have pointed my business. Success is filling our Sails and have full momentun to carry us to surpass our goals for years to come. GRATEFUL !!!!

A year later, I just wanted to come back and update my review for SLD Solutions. Through and through I am still completely amazed by the care, knowledge and support given to us daily from this company. I mean, I have always tried to help people and share what I know. And to find a company who embraces that is magnificent. I truly have found my forever home surrounded by great likeminded individuals. - SLD Solutions is a genuine company which encourages us to simply find a solution for anyone in need. I am

SLD Solutions has changed my life for the better. As a contractor affiliated with them, I have seen the positivity, caring and empathy that each of their workers possess. The level of knowledge and the system they have built enables any person to step into their tried-and-true methods and make as much money as they need. I am very much looking forward to seeing where my life is in one year, 3 years and even 10 years from now. Thank you all so much.

Amazing company filled with World Class Professionals, displaying years of industry experience. Directly attributing to the ability of our business to reach our short and long term goals . Our future is bright ! Kudos SLD Solutions

I used to tell myself that I wanted to own a business but I never knew what kind of business. The financial industry never entered my mind until I received a text from Rosa Bross. What I love about SLD Solutions is that it's an opportunity to have my own business within a business. Everything I know about the financial industry, I've learned here in SLD. I'm so appreciative of the leaders who are always there to teach, guide and motivate. I never would have known what I was capable of had it not been f

The best thing about SLD is that they listen to your needs and meet you where you are even if you are just starting out and can only save $100/month for retirement or need a small term policy. But they can also help high net worth clients.

SLD solutions is the real MVP in the finance industry. The crusade they have to help and educate their clients on how to protect their money is something no one has ever done for me before. They genuinely care about the clients needs. Thanks to SLD my husband and I have peace of mind knowing that if we get sick, injured, or pass away our children will have the protection to continue with their life. Thank you SLD!!!

It's really sad how skeptical people have become of things that seem too good to be true, but SLD Solutions is a company that will let people find faith again. SLD is a company on a crusade to show what financial education and transparency in business offers to everyone. They are here to help people gain better financial understanding as well as financial peace of mind ... and they do it for free! No more fitting a square peg into a round hole; you let SLD know what you want, and THEY find it for you among

The products that are being offered by SLD are top-of-the-line. I completed my retirement planning with them. They are able to provide the best options based on your needs. I loved the products so much that I decided to get my license and now I am a broker! I love it because I am not a captive agent having to offer only products from one company I can actually look across many companies and find the best product for my clients!

I?m a client of SLD Solutions. My advisor went above and beyond finding the right solution/product for me to rollover my 401(k). She placed my money into a safe and secure product with a guaranteed bonus over the next eight years. Thanks, SLD Solutions!

SLD Solutions, for me, is a business I can do from home. The company?s CEOs put in so much time to train me and create tools that make the job more efficient. Everyone helps out everyone else. Thank so much to the CEOs and trainers for all that you do. I will pay it forward.

I can truly say since starting with SLD Solutions it has been thus far a great experience in getting so much information in the financial world. It has helped me become Licensed in such a lucrative industry. But most importantly it is lead by two awesome people, CEOs Jose and Jennifer. I?m so impressed by the extra miles they go just to help someone in need. They continue to be successful by surrounding themselves with some outstanding trainers and teachers. I?ll say this, California is that much better bec

SLD has changed my life for the best. This has allowed me to get out of my comfort zone and go on my own. When they say no family left behind, they truly do mean it. I have met so many great individuals in this journey. Thank you SLD

SLD Solutions is an amazing business of helping others. They give us all a great opportunity to grow our own business and help others find financial solutions y turning the financial business right side up.

Great team work and v.ery professional. The directors CEO s JENNIFER LEE and JOSE ALVIDREZ have poured their heart and sweat to creating an organization that is concerned to helping families and small businesses. They SLD is professional TEAM that is designed to help others, Make Save and Protected their money at no charge for a short counsultation, but results in a peace of mind for individuals and families to obtain financial freedom.

I have done business with SLD Solutions and cannot rate it highly enough. They have helped me secure my grandchildren's college education, without any fees, and guaranteed not to lose money. In an economy where the Stock Market crashes daily, I am glad that I found these professionals to help me navigate the uncertainty of finance.

SLD Solutions is an amazing company, they really care for people! Their knowledge, and their willingness to help is unique.

Everyone has been so professional and kind. Truly seem they care about families and bushinesses. I was very pleased how they have helped my family!

Amazing company filled with great people who have a desire to really help anyone who wants it. Really no one like them, thank you SLD for bringing financial education to everyday people/families!

I'm a client here and my advisor had helped me prepare for retirement, protect my family, and put plans for my children. I am very grateful for what she did for our family.

Great company that helps people and businesses with financial analysis from cash flow to preserving wealth and more. They treat you like family!

Great company with good people and lots of products to help families with their retirement and financial future!!

Amazing and caring financial professionals who put their clients first!

Love this company! Great training and wonderful people! Work on your own schedule!

Great company the family atmosphere being able to help educate people in finance

Scam. They found my info on career builder. Please do not waste your time.

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.