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Talon Wealth Management

Talon Wealth Management

Reviews Summary

The reviews consistently highlight exceptional service, with frequent praise for professionalism, clear communication, and personalized financial guidance. Clients appreciate the team's expertise, trustworthiness, and ability to simplify complex processes, fostering confidence in their financial future. Many note feeling secure, well-informed, and valued, often citing long-term satisfaction and strong recommendations. The emphasis on fiduciary care and tailored solutions stands out across feedback.

About This Listing

Tax Planning
Financial Advisory
Estate and Trust Tax
High-net-worth Individuals
Individual Taxpayers
Risk Management
Remote Services

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 Planning
Financial Advisory
Estate and Trust Tax
High-net-worth Individuals
Individual Taxpayers
Risk Management
Remote Services

Contact Information

Address

620 Coolidge Dr #220

Folsom, California 95630

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 have already given out Bryan Bentleys name and number to several friends. Bryan is professional, knowledgeable, personable and easy to talk to, which is critical when discussing something as personal as finances. Bryan is honest and did what he said he was going to do without a lot of noise, drama or trying to sell me something I didn't need. I don't need Talon right now, but will introduce my bride to Bryan so she has a friendly to call if/when the time comes and I'm not around.

The professionals at Talon provided a wonderful assessment of our financial outlook and the possibilities for the future. It was time for me to stop trying to guess the market and let the pros take over. They are actively investing for and protecting our future. Bryan is great at communicating and explaining the complex processes Talon deploys for our portfolio.

Tallon Wealth has been really great for my wife and I. She was very skeptical when we first sat down with them but they answered all of our questions and put us at ease. Leaving their office felt like a weight was lift off of our shoulders. We felt confident moving forward with them and retirement. Thanks to Bryan Bentley for taking his time with us. Arnie Wentworth

I?d like to say thank you so much to Bryan for listening to my needs. He is so patient and knowledgeable. I?ve switched over to Talon Wealth for their integrity and I feel safe knowing they are handling my affairs. Thanks again

Bryan is excellent to work with and it is refreshing to find someone very knowledgeable, excellent in his field, yet continues to put his client's needs first. He is a credit to the Talon team and their philosophy to be a true fiduciary.

Great experience! I first heard of Talon Wealth on one of their morning talk shows on the local Sacramento radio station 93.1 and decided to call in to set up an appointment. I set up an in person meeting with Stacy Fusco to discuss my financial plan. Stacy was very professional and gave me some great advice on what direction to start working toward to build my retirement. In addition, Stacy helped me redirect some of my mom?s finances to gain 5% interest on her retirement savings that were collecting zero

I have been a client for 10yrs or more. I love the regular market updates and the personal service..not to forget the occasional social gatherings. They are excellent at managing my portfolio based on safety and yield.

Secure and caring, trustworthy and delivers? this is what comes to mind since entrusting my retirement savings to Talon Wealth Builders. Bryan Bentley is personable and savvy when it comes to the questions of ?what?s next.?

Bryan Bentley is a great guy. He's got my back financially and that makes me feel comfortable. Thanks for being there.

All of my questions were answered. I felt very comfortable and at ease. I knew that I was making a good choice with my investments.

After providing Talon with some information, I received an analysis of my current portfolio. That analysis contained pie charts as well as detailed numerical data in a type of spreadsheet. i met with Talon staff, (phone and zoom) after receiving the analysis. What impressed me most of all was the customer service I received from Talon in response to my many questions - which led to actually Understanding in-depth the analysis. Highly recommend reaching out.

Stacy is wonderful, explained everything that I had concerns with and is a great asset to the organization, also she is friendly and happy

VERY knowledgable and EASY to read plan.

Mike Lester and team are on top of their game. Providing individualized service and recommendations which provide peace of mind.

tHE CREW HELPED ME A LOT

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.