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Summit Investment Group

Summit Investment Group

Reviews Summary

Clients consistently praise the advisors for their professionalism, expertise, and personalized care. Many highlight long-term trust, attentive portfolio management, and clear communication. The advisors are commended for making complex financial planning accessible, offering tailored advice, and building strong relationships. Retirement planning, wealth growth, and responsive service are frequently mentioned strengths. Clients appreciate the honest, respectful approach and feel confident in their financial future. The team is described as knowledgeable, reliable, and genuinely caring.

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

11545 Los Osos Valley Rd Suite B1

San Luis Obispo, California 93405

Visit Website Call Now Get Directions

Hours

Sunday Closed
Monday 7:30AM-3PM
Tuesday 7:30AM-3PM
Wednesday 7:30AM-3PM
Thursday 7:30AM-3PM
Friday 7:30AM-3PM
Saturday Closed

Customer Reviews

I only have great things to say about Josh Rocha. I initially met Josh through a fiduciary relationship with my sister, Cecilia. Josh has supported Cecilia and I through a period of balancing finances, moving her from her home into a senior facility, and the selling of her home. He arranged contact with Cecilia's accountant, legal help, and built a personal relationship with my family. He facilitated by bypassing the complications of lawyers. He's personal, has made house visits, is genuine and kind. He has

Josh Rocha is a really good investor to go with. He helped me and my wife with our savings our finances and helped our hard earned money go much further. He is top noch in the financial industry. After creating a savings plan that best fit our monthly income. We started to see just how much we could be saving with Josh and summit investment group. We are super happy and in just 3 short years have done super well together! It's like adding family to the mix we didn't think was possible. Fun friendly service

I have had several financial advisors over the years but I have to say Brian has been the most attentive to my portfolio and considers the whole picture since I am now in my 70?s. He watches the financial world like a hawk and determines what is best for me in the long run. Josh, as I get to know him, is smart, honest, hard working, informed, diligent and punctual. Every time I call with a question or task, he is quick to get the answer and follow thru on the task. One cannot go wrong in choosing Brian and

As a self employed person I was very lost as what to do with my 401k from my previous job. Brian Wiese has managed my 401k for me for the past 5 years and I trust him completely. He keeps me up to date on economic trends and has helped to grow my portfolio. I fully trust him and his partner Josh. They are easy to get in touch with, good communicators and also just really nice guys. I'm so grateful I found Summit!

Brian is extremely professional and responsive. He has helped us in financial planning, especially as we retired. Brian has regular reviews that give us confidence about our financial future. He is focused on what we need in our investments and we are very pleased with the results. Brian's personal care is top notch and we would recommend him to anyone.

I highly recommend Josh Rocha for any financial advice. I have had the pleasure of working with him, and I have always been impressed with his professionalism and expertise. He always takes the time to listen to my concerns and offers valuable insights that help me make informed decisions. Josh's approach is very respectful, and he never pressures me to make decisions. He always ensures all my questions and concerns are addressed, and I feel comfortable with our direction. Unlike other advisors who may conf

Josh has the heart of a teacher which has been awesome. So many people in the financial world talk down to you or tell you that ?they got you? which is annoying. Josh on the other hand will not only take great care of you, but will teach you along the way so you understand the short and long term plan for your money. Building wealth through a competent advisor like Josh is key to long term financial stability.

I have been a client of Summit Investment Group for 13 years. Upon approaching retirement Brian?s expertise helped with my financial planning. I highly recommend Brian Wiese for your investment needs.

Brian is all around a great person. I've been utilizing his expertise for almost 2 decades and he is honest and 100% there for his clients. Thank you Brian.

Run don't walk. Brian is the best in the biz.

Great communication and a well rounded approach to investing.

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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