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Streamline Solutions & Services

Streamline Solutions & Services

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

29851 Aventura #80790

Rancho Santa Margarita, California 92688

Visit Website Call Now Get Directions

Hours

Sunday Closed
Monday 9AM-4PM
Tuesday 9AM-4PM
Wednesday 9AM-4PM
Thursday 9AM-4PM
Friday 9AM-4PM
Saturday Closed

Customer Reviews

I am incredibly grateful to have Shaina as my bookkeeper. Her expertise and attention to detail have been instrumental in keeping my business finances in impeccable order. Shaina's professionalism and dedication are evident in every interaction we have. She is not only proficient and reliable but also brings a level of care and precision that is truly exceptional. Shaina goes above and beyond to ensure that every financial detail is meticulously managed, allowing me to focus on growing my business with con

Shaina at Streamline Solutions prepares my books every month. She is personable and accessible and does a great job of keeping us in line. It's been great to work with her over the past two years from my small agency. Highly recommend if you want someone that is straightforward, clear and concise with their communication. She is efficient and organized.

Shaina's support has been a cornerstone of my business. Her guidance in understanding the financial aspects of my business, including profits, losses, and taxes, has been invaluable. She has not only helped me understand but also implement strategies for a successful business. Her accessibility, friendliness, and understanding have made our professional relationship a pleasure. I have referred her to my friends and would gladly recommend her to anyone who owns a small business.

It is with great pleasure that I recommend Shaina Saadaie-Jahromi, CB, Owner of Streamline Solutions & Services. As the Owner and CEO of Savage Search Associates, a boutique family-owned search firm, I have had the privilege of working closely with Shaina for nearly three years. When I first approached Shaina, I was a new business owner navigating the complexities of managing finances for a small start-up. Shaina's expertise was immediately apparent as she seamlessly help convert our operations to QuickBoo

I was that person who thought I could do my own bookkeeping, until I spoke with Shaina who explained to me before hiring her, all of the ways in which she would help me. Hiring Shaina has been one of the best decisions I've made for my business. If I were to describe her in a few words, I would say: Extremely Knowledgable, Helpful, and Quick to Respond. She's always available to answer my questions (via text, email or a call) and I value that as a business owner. Additionally, she gives us great financial a

Shaina is an excellent bookkeeper. She is very communicative, patient and good at educating clients as well. I highly recommend her.

Shaina is fantastic! She is very detailed oriented, knows bookkeeping inside and out, and she is great at explaining everything. She has really helped my business on the accounting/bookkeeping end of things. I couldn't have asked for a better bookkeeper. Thank you Shaina for everything you do!

Shaina has been doing my bookkeeping for a long time now and I would highly recommend her! She is always available when I need her and is truly someone I can count on!

She is a great bookkeeper. She keeps everything up to date and answers questions when I need some help figuring things out. I would highly recommend!

Do yourself the favor and hire Shaina at Streamline Solutions immediately. As a business owner, she has saved me so much time and money!

This was an awesome experience. I have hired MULTIPLE bookkeepers in the past and they either overcharged or messed up my books. In less than a week I had my company up to date and fixed. ... and the process was easy, fast, and actually enjoyable. We are lifetime clients now. Thanks!

Outstanding resource! Knowledgable, consistent, reliable and responsive. Best bookeeping service I have ever had!

Shaina is knowledgeable and will work with you seemlessly.

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.