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Strandlife Wealth Management

Strandlife Wealth Management

Reviews Summary

The consensus highlights exceptional service with a strong emphasis on trust, thoroughness, and personalized financial advice. Clients consistently praise the team's responsiveness, ethical approach, and ability to simplify complex strategies. Many note significant improvements in their financial plans, including reduced fees, better performance, and comprehensive estate or tax planning. The attention to detail, educational support, and long-term goal alignment are frequently mentioned, making the firm highly recommended for investment management and holistic financial guidance.

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

360 N Pacific Coast Hwy Suite 2000

El Segundo, California 90245

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

Parsa was very thorough in explaining the pros and cons of all the investment recommendations. Very honest and ethical financial advisor. Helped us get an estate plan as well. Parking spots in the building were a bit tight if you plan on going there with a big SUV, you may want to park on the street, but a beautiful office in Cherry Creek with friendly staff.

I have been really impressed with Strandlife, especially working with Parsa. I highly recommend their services if you need a good and honest professional to help you with your Invesment needs. I had been looking for someone to help me for quite some time, but I was frustrated talking to people who just wanted a quick transaction. Parsa really changed my experience for the better. He was attentive, polite and really wanted to understand my long-term goals. He has taken the time to educate me and ease a

I've been working with Parsa and his team at Strandlife for over a year now. Highly recommend for investment management and insurance needs. They provided a very personable approach and thorough strategy for all of my investment and planning needs.

Not sure how Parsa and his team do it, but no matter what time I call or email, I seem to get a response within just a few minutes. Always answer all my questions (and I ask a lot) and provide great advice. I have had my portfolio managed with his company for some years and very satisfied thus far.

My family and I have been working with Strandlife Wealth Management for years and have an amazing experience. Parsa and his team are supportive, insightful, and always make themselves available. I can't recommend them enough!

Parsa and his team helped unwind quite a bit of stress for my wife and I. We were able to get a living trust for our family, a tax plan implemented, and the fees on our investment portfolio sliced in half with ultimately the same performance. Highly recommend Parsa and his team at Strandlife .

Parsa and his staff were great! Parsa sat with me a 3 times before we did anything with my retirement portfolio, but after he earned my trust and explained everything in detail to me and answered all my questions. I rolled my retirement account into his firm. Very happy with our plan, highly recommend!

Absolutely thrilled with the service at Strandlife. Their expert advice and personalized approach have truly set them apart. My financial goals feel more attainable than ever, and I couldn't be happier with the results. Highly recommend!

Attention to detail!!! Strandlife was a pleasure to work with and would highly recommend them for anyone looking for a no nonsense but honest financial advisor.

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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