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Sunset Financial Group, LLC

Sunset Financial Group, LLC

Reviews Summary

Most reviews praise the excellent service, highlighting dedicated staff who provide swift, hassle-free financing with great customer support. Many mention helpful, professional, and patient interactions that made the process easy. Several reviewers recommend the company, especially for startups or complex cases. However, one negative review criticizes unprofessional behavior during a call, citing poor communication and lack of support. Overall, satisfaction is high, with multiple 5-star ratings for reliability and exceptional service.

About This Listing

Tax Preparation
Tax Planning
IRS Representation
Sales Tax Compliance
Entity Structuring
Financial Advisory
Estate and Trust Tax
International Tax
Forensic Accounting
Mergers and Acquisitions
Virtual CFO
Outsourced Accounting
Project-Based Engagements
Subscription Pricing
Small Businesses
Mid-size Businesses
Large Enterprises
High-net-worth Individuals
Startups
Individual Taxpayers
Government Contractors
Non-profits
E-Commerce
Real Estate
Healthcare
Professional Services
Technology
QuickBooks
Xero
GAAP Compliance
IFRS Compliance
SOX Compliance
Internal Controls
Risk Management
State-Specific Experience
Multi-state Experience
Cross-border Taxation
Local Tax Credits
Nexus Determination
Remote Services
Years of Practice
CPA License

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

Tax Preparation
Tax Planning
IRS Representation
Sales Tax Compliance
Entity Structuring
Financial Advisory
Estate and Trust Tax
International Tax
Forensic Accounting
Mergers and Acquisitions
Virtual CFO
Outsourced Accounting
Project-Based Engagements
Subscription Pricing
Small Businesses
Mid-size Businesses
Large Enterprises
High-net-worth Individuals
Startups
Individual Taxpayers
Government Contractors
Non-profits
E-Commerce
Real Estate
Healthcare
Professional Services
Technology
QuickBooks
Xero
GAAP Compliance
IFRS Compliance
SOX Compliance
Internal Controls
Risk Management
State-Specific Experience
Multi-state Experience
Cross-border Taxation
Local Tax Credits
Nexus Determination
Remote Services
Years of Practice
CPA License

Contact Information

Address

5757 W Century Blvd #812

Los Angeles, California 90045

Visit Website Call Now Get Directions

Hours

Sunday Closed
Monday 7AM-5PM
Tuesday 7AM-5PM
Wednesday 7AM-5PM
Thursday 7AM-5PM
Friday 7AM-5PM
Saturday Closed

Customer Reviews

Sunset Financial Group financed equipment for my business quickly and hassle free. The finance guy I worked with, Tim, was a pleasure to do business with. His level of customer service went above and beyond other companies I have dealt with. Tim recently went to bat for me to help get a resolution with a company I ordered equipment from when they were unable to meet their original deadline. This was 4 months after my equipment purchase and he did not have to do this. With his help, I was able to get a

It was such a pleasure working wtih Tim at Sunset Financial. Great guy with a great character. He helped with explaining a few things i didnt understand so well and was very patient in working with me and my family. They made the process swift and simple while keeping me informed along the way. Thank you Sunset Financial!!!

Hello everyone! I'd like to share my experience with the world ??. Jesus, was OUTSTANDING, he guided us from the beginning to the end. His professionalism and knowledge went above and beyond. I have already recommended Sunset FG to my brother and father. We would have not been able to start this bussiness without Sunset FG. Thank you for your support!!

Hmmm let's be clear. I called because I'm shopping around for equipment financing. I was explaining my business I'm acquiring and you just hang up the phone mid conversation. You realized quickly your rookie business does not have the suitable lending criteria to fund a pandemic proof business. It seems there is no common sense logic in your business models consideration process. Truth be told your pride got hurt and ego bruised. You should be learning until the day you die?keep learning, learn to ride

I have a long history of working with Sam Assassa. He is a dedicated hard working, get the job done kind of guy. He has been getting finance approvals for my clients for several years. I would have no success without him. When dealing with equipment sales, or buying equipment Sam is the guy to call.

It was a pleasure dealing with Sam and Sunset Financial..he was very informative, helpful, and easy to work with..it was as simple a process as I've ever done..I absolutely recommend doing business with them.

They deserve 5 stara, therefore ill give them that SFG provided the best service.

When our local bank turned us down due to being a start-up, sunset financial got us approved without the headache...will definitely use them again!

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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