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Team Effort Financial

Team Effort Financial

Reviews Summary

Customers consistently praise the service for delivering exceptional credit repair results, often reporting significant score increases (100+ points) and removal of collections/medical bills. The team is highlighted for their professionalism, clear communication, and personalized guidance throughout the process. Many emphasize fast results, exceeding expectations, and strong customer support. The overall sentiment is overwhelmingly positive, with frequent recommendations due to transformative financial outcomes and trustworthy service.

About This Listing

Business Consulting
Financial Advisory
Small Businesses
Mid-size Businesses
Startups
Real Estate
Professional Services
Technology

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

Business Consulting
Financial Advisory
Small Businesses
Mid-size Businesses
Startups
Real Estate
Professional Services
Technology

Contact Information

Address

9550 Warner Ave # 209

Fountain Valley, California 92708

Visit Website Call Now Get Directions

Hours

Sunday Closed
Monday 8AM-5PM
Tuesday 8AM-5PM
Wednesday 8AM-5PM
Thursday 8AM-5PM
Friday 8AM-5PM
Saturday 8AM-1PM

Customer Reviews

I was delighted to find a credit repair company that truly exceeded my expectations. From the moment I reached out to them, they were friendly, professional, and extremely knowledgeable. The team took the time to educate me on the credit repair process and answer all of my questions in detail. They helped me understand exactly what was negatively impacting my credit and provided me with a clear plan of action to improve my score. But what really impressed me was their level of customer service. They were a

Dan and his team are the best in the business very professional very punctual. Was able to raise my credit by 100 points in a short time and walked me through the process and educated me along the way. Was great and patient with every question. No one better

Dan and his team did an amazing job on my credit. Extremely fast and efficient. I literally starting seeing results within a couple weeks. They raised my score over 100 points! It is really hard to do anything with messed up credit and a low score. They were able to remove all collections and medical bills that had been hindering me for well over 7yrs. I would highly recommend Dan and his team to anyone looking to get a second chance

Dan and his team are the real thing. They did amazing job cleaning up my credit report. I couldn't be happier with their performance. They handled every detail and kept in constant communication with updates thru the process. I would recommend anyone to give them a call and trust their process. John

Well I'm speechless over the results. Extremely impressed. At first I didn't really no what to think but they did an amazing job. My score indeed from 620 to eventually 780. They really were professional throughout the whole process. Communicated well and consistently with me, talked me through the whole process and I am in such a better financially and credit wise because of it. I was a little nervous at first but I "jumped" and I'm very happy I did. Thank you so very very very much for all of the work y

Dan and his team are awesome! He is diligent, thorough and walked me through the whole process. With his assistance we were able to save my elderly mothers house and give her some cash where she could enjoy her golden years. I 100% respect Dan as a person he is kind, thoughtful and never lost hope when we hit bumps in the road. I would recommend him to anyone who needs his services.

I am extremely happy with the job Team Effort Financial did for me. They were always available to answer any questions I had and they were very communicative about new developments on my account. Because of their great work and genuine commitment to seeing me succeed, my issues were solved and everything turned out better than expected. I highly recommend them. A+

I have been in the mortgage business for 18 years and I personally know how to fix credit on my own. However I got a medical collection that I refused to pay because the insurance company authorized payment in the hospital use the wrong billing code and then the insurance company refused to pay it. I did every trick that I knew under the sun as well as hired Lexington law which absolutely stinks. They just took my money did nothing for two years. I brought my situation to Dan with Team effort financial able

Dan helped me out achieve all my credit needs! Super fast service, great price, and great communication. Super easy instructions with quick results. Very satisfied!

Such a relief to have my credit on the right track. Team Effort Finacial took my low low credit score and turned it around in only a few months, along with giving me personal tips to maintain and continue to grow my credit profile. I can't say thanks enough!!!

I can't say enough for what Dan and his team did for my family. My scores went from 620 to 720 and continues to rise. No more over paying for cars, personal loans or mortgages.

The whole process was easy and quick. Dan and his team made sure I was taken care of. Definitely would recommend to all my friends and family.

Dan Sanfellipo and Team Effort Financial get results. It takes trust on the customer?s part. In the end the results were very good.

Dan handled my account start to finish. He gave me stellar results that I never dreamed possible! Thank you for giving me my life back!

Dan is great. He followed up the right way to get this done needed ASAP. HIGHLY RECOMMENDED

Couldn't be happier with the service provided. Dan accomplished everything he promised in less time than originally stated.

They did a great job explaining what I needed to do and really helped.

Great company and stands on what they say they will do. Provides an excellent service with great customer service

I had a great experience with Dan. I would highly recommend

Was helpful, and explained how things work and kept us updated to date

They really care about you and have exceptional customer service.

Did a great job very professional and productive

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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