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Stratus Financial Partners

Stratus Financial Partners

Reviews Summary

Customers consistently praise the thorough, professional, and personalized service for life insurance policy reviews, highlighting peace of mind, clear explanations of policies, and trustworthy advice. Many appreciate the focus on clients' best interests rather than sales pressure, with several noting excellent long-term support and willingness to explore better options. The team is described as knowledgeable, prompt, and genuinely caring, making them highly recommended for policy reviews and financial guidance.

About This Listing

Audit
Assurance
Business Consulting
Financial Statements
Tax Preparation
Tax Planning
IRS Representation
Financial Advisory
Estate and Trust Tax
Forensic Accounting
High-net-worth Individuals
GAAP Compliance
SOX Compliance
Internal Controls
Risk Management
Multi-state Experience
Cross-border Taxation

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

Audit
Assurance
Business Consulting
Financial Statements
Tax Preparation
Tax Planning
IRS Representation
Financial Advisory
Estate and Trust Tax
Forensic Accounting
High-net-worth Individuals
GAAP Compliance
SOX Compliance
Internal Controls
Risk Management
Multi-state Experience
Cross-border Taxation

Contact Information

Address

3610 Central Ave Suite 400–11

Riverside, California 92506

Visit Website Call Now Get Directions

Hours

Sunday Closed
Monday 8AM-4PM
Tuesday 8AM-4PM
Wednesday 8AM-4PM
Thursday 8AM-4PM
Friday Closed
Saturday Closed

Customer Reviews

My wife and I had our life insurance policies reviewed by Frank a few years ago. His review allowed us to better understand the policies we had in place, what to expect in the future with our policies, and opened the discussion for other options that might be better suited for our needs. As an estate planning attorney, I have frequently referred clients to Stratus Financial Partners to have their policies reviewed. Frank and Janet have done an excellent job of servicing the needs of my clients. Frank takes

Highly recommend. Frank is helpful, knowledgeable, prompt and professional. Janet checks those boxes as well. Start with Frank, you probably won't go anywhere else.

Frank Campbell is both a great human being and consummate professional. He thoroughly reviewed the policy my wife and I had and gave us the good, the bad, and the ugly about the policy. It never felt like he was there to make a sale or close the deal. If you have a life insurance policy, it is absolutely worth the money to pay him to review it. Either you will discover that there are problems you did not know you had (in which case Frank will help you find fixes) or you will rest easier knowing that you

Frank has been my insurance agent for many years. He is great and so is Janet. I get personal attention, but beyond that they truly care about me and my family. If I could give more stars, I would. I highly recommend Frank and Janet at Stratus Financial Partners. They have proven to be that they have my family's best interest at heart.

Grateful to have had Frank take a keen look at our life insurance policies. He was very thorough, and I have peace of mind that we are protected. I highly recommend Stratus Financial Partners!

Frank did a fantastic job reviewing a fairly complex indexed universal life policy I have that was obtained through another channel. His focus on "doing the right thing" and guiding me through an understanding of the risks and opportunities inherent in the policy was top notch. I couldn't have asked for a more thorough and diligent assessment. Thanks Frank!

Frank gives me the peace of mind knowing that if something terrible happens my family will be able to get by. He is very thorough in analyzing life insurance policies.

Great service. Easy to apply for loan.

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.