*Note: CPAs may specialize in different areas. Be sure to check credentials and service offerings.*
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.
*Note: Every CPA operates a bit differently. Don’t hesitate to ask questions before committing.*
*Tip: Organize your documents in advance to save time and ensure accuracy.*
*Note: Preparation helps you make the most of your CPA’s expertise.*
*Note: Every CPA is different — take time to find one who fits your goals and style.*
200 Main St Unit 205
Huntington Beach, California 92648
I had an amazing experience working with Stephanie at Student Loan Resource Group. From day one, Stephanie was professional, friendly, and incredibly knowledgeable. She guided me through my options, particularly regarding Public Service Loan Forgiveness (PSLF). I appreciated her responsiveness; every time I had a question, I received a prompt reply with clear answers. She truly made me feel like a priority, not just another client. While there is a service fee involved, I found it absolutely worthwhile fo
I have been scammed by two other agencies prior to contacting Stephanie. My checking account was upside down and closed by my bank. Stephanie was made aware of the hacking issues before she took me on as a client. I understand her pitbull personality getting the job done she was hired to do, I commend her go get 'em attitude however I am extremely displeased she was not empathetic to circumstances beyond my controll, (Im caring for my elderly mother at hospitals and doctors apointments trting to make my m
If you're considering student loan forgiveness, let me save you the time and stress?Student Loan Resource Group and Stephanie Heaton are the only way to go! Over the last couple of years, Stephanie has been an absolute rockstar, guiding me through every step of the process with incredible patience and expertise. I'll admit, I was skeptical at first. The idea of someone truly helping with such a complicated and overwhelming system felt almost too good to be true. But Stephanie proved me wrong in the best wa
I recently used the services of Student loan Resource Group and was thoroughly impressed by their exceptional customer service, attention to detail, professionalism, support and just overall high-level concern for my needs. The staff, especially Stephanie Heaton went beyond the extra mile and was incredibly knowledgeable, caring, attentive, taking the time to understand my specific needs and guide me through all steps while keeping a constant line of communication throughout the process, which resulted in
So in 2020, I was laid off and struggling to pay back my student loan debt. Somehow, I found Student Loan Resource Group, LLC and Stephanie, whom I knew from High School. She explained to me what she does and how she can help me. I was of course curious and a little weary about the program, but Stephanie relieved me of any concern and answered all my questions. So, for the cost it was a no brainer, and I let her experience do the talking and 3 years later my loan was forgiven! Even though I heard that
I paid almost $1,000 for this service almost a year ago. Spent $900 on my birthday as a present to myself and my future. I have gotten no results at all. I'm a single mother of three and I've been trying to create a better life for myself and them. Just truly devastating to me. Can't get anyone on the phone and get the run around about the results, even tho there is a "money back guarantee", when I brought this up, I was told I paid for a service by them submitting a one page application for me. I'm a genui
As a very close family friend to a recent client, I feel people should know that my friend Kim in fact is NOT lying, I am witness to every call, as I was there helping with her amazing mother. Have some compassion for the ones who actually do the work without disrespect! Boo on Stephanie Heaton! REFUND HER THE MONEY THAT IS RIGHTFULLY HERS. YOUVE DONE NOTHING BUT MAKE SOMEONES LIFE HARD, WHY DO YOU GET TO KEEP THE MONEY IF YOU DIDNT EVEN ACCOMPLISH YOUR "SAID" SERVICE!
This is an AMAZING company! My agent just helped to remove over $122,000 from my student loans! I don't owe anything else! I'm so happy! I just referred Student Loan Resource Group to all of my co-workers!
Stephanie Heaton and the team at Student Loan Resource Group were incredibly supportive throughout my loan consolidation and forgiveness journey. Stephanie always made sure to keep me well-informed about the status of my loan forgiveness. Whenever I reached out to her via email or text, she responded promptly and always provided reassurance. The team's transparency and straightforward approach made it very easy to work with them. If you're unsure how to navigate this process, I highly recommend contacting t
Stephanie and her team were so helpful getting my student loans forgiven, they were transparent with the process and easy to get in contact with when I had questions. From the initial consultation I knew I was in good hands. Stephanie is extremely knowledgeable in the process and goes the extra mile in communicating that she will do everything she can to ensure her clients are taken care of. I got my letter from the Department of Education saying my loans were forgiven today and I could not be happier with
Stephanie and everyone at Student Loan Resource Group are some of the most helpful and professional people I have ever dealt with. They always respond quickly with any questions I have and have always been very respectful and extremely knowledgeable with student loans. This was one of the best decisions I have ever made to let them solve my student loan issues... HIGHLY RECOMMEND them!!! Thank you Stephanie!!!
Student loan resource group has been such a blessing. The PSLF program itself has been consistently changing and is challenging to keep up with. Had I not found Stephanie, I would be lost. I've been working with this group for the last 2 years and Stephanie always responds to my concerns and questions day or night. I trust this group and feel confident in their services. I am nearing the end of the program and my loans will be forgiven after my payment counts have been updated. I couldn't be happier with St
They helped me clear my student loans and I am forever grateful! They did everything they said they would do. They were patient and kept me informed throughout the process.
They helped me navigate the process of loan dismissal. Stephanie is determined and is an expert in all things student loans. Do yourself a favor and sign up with this group. You will not regret it. Take your life back!
The group was very helpful in going through the process of getting my student loan debt forgiven. Stephanie is very knowledgeable about the process and what needed to be done in order to make it happen. I appreciate all the help because my loans have been forgiven!
My husband and I hired Student Loan Resource Group to help us with our student loan debt forgiveness. This was the best decision we have made! Ms.Heaton worked one on one with me and was able to get through all the red tape for getting my student loans forgiven! I received my letter forgiving my loans today! Thank you so much for all your advice and support.
My experience with this service provider, Student Loan Resource Group LLC, was great. They were professional and courteous throughout the process; which resulted in my goal being achieved. I would and will happily recommend this service to my friends and/or family in need of this support.
Stephanie was very professional and passionate who helped every step of the way. This wouldn't be possible without her.
Student Loan Resource Group is excellent!!! The customer service is more than I expected. The depth of knowledge of the employees, attention to detail, and the communication were all on point. My student loans were forgiven within 3 months!!!! Well worth it.
Saved me $26,600+ dollars. I was reluctant at first but I paid $1000, in payments and it was SO worth every penny. I am getting my loans discharged soon and already have my letters of approvals from the Department of Education. Stephanie was amazing and was extremely helpful, she explained everything in detail and stuck by me for all my crazy questions. I'd recommend them 100% and I would give them 10 stars if I could.
Just got a letter email from Dept of Edu. saying that my claim for Borrower's Defense is being taken care of and there is no need to make any payments to my $40k debt. It is just a matter of time before it is erased from my credit report. Thanks to Stephanie at SLRG with all the help with keeping my peace of mind through this process. She had all the answers and guided me in the right direction. Thanks Steph!
I am so amazed at the awesome work that this company and the staff does. They have save me from having to pay 92000 debt. For anyone that want to be save from the banks and failed policy of the government. Please contact Stephanie at Student Loan resource group LLC. It's a blessing that I can across this company thanks again Stephanie
Spent $1000 up front, had $30,000 forgiven in 18 months..legit company. Thank you
Just want to say how happy I am with this service. They actually put in the work in real time. No Bs, waiting weeks or days to figure out what's going on. They we're able to get my loan situation handled now I'm in the process of getting my loans dismissed. Ty Stephanie!!
Great communication each step of the process. Student loans fully forgiven. Worth the fee to have someone who knows what they're doing handle the process.
Amazing experience!!! Stephanie handled everything!! She was always available to answer any questions I had! She made the impossible POSSIBLE!!
Not sure why they are continuously calling me. I've asked them to stop. Also seems like only one person is working. I think her name is Stephanie. I get calls almost daily asking about student loans. PLEASE STOP CALLING
Stephanie kept her word and after working with her my student loans were forgiven. Rockstar
These guys are awesome. They were very flexible with me and did everything they promised me they would.
Wonderful job I highly recommend them to help you Thank God no more student loans. They can help you too
Although they couldn't help me he was very nice and respectful. And informative. So 5 out of 5 for Ray
Absolutely, amazing to work worth.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.