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The Brookline Group

The Brookline Group

Reviews Summary

The Brookline Group receives overwhelmingly positive feedback for their efficient, professional, and flexible lending solutions. Customers praise their reasonable rates, fast transactions, and exceptional service, particularly highlighting their ability to tailor loans to individual needs. Many reviewers recommend them as a reliable choice for real estate investments, noting their transparency and lack of hidden fees. A single negative review mentions overcharging for a short-term loan, but the majority emphasize satisfaction with their experience.

About This Listing

Business Consulting
Tax Preparation
Financial Advisory
Real Estate

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
Tax Preparation
Financial Advisory
Real Estate

Contact Information

Address

4400 Nogales Dr

Tarzana, California 91356

Visit Website Call Now Get Directions

Hours

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

Customer Reviews

This is my 1st time working with the Brookline Group, however i can say from experience that the transaction was fast, and enjoyable. We needed a short term but quick, small (250k) loan on a land deal and i have had many hard money loans, i am impressed with these guys and its not easy to impress me. They have an ability to drown out the unnecessary noise and laser focus on the objective (Closing the deal) saving me time, money and heartburn. Overall my experience with this group has been pleasant and i wou

For several years now The Brookline Group has been my go-to lender for my real estate investment projects. As a RE investor I'm sort of an obsessive shopper, always looking for the best values. After extensive research I found that The Brookline Group is well ahead of the pack when it comes to just that: offering best value. Their speed (essential), ease of transaction (less headaches), their competitive rates, as well as their ?no BS fees? which so many other lenders so often end up charging unexpectedly,

As a Real Estate Agent, I need to know that my clients are in good hands. I have referred numerous clients to The Brookline Group and received nothing but praises from my clients. The Brookline Group has gone over and beyond their expectations. They could not believe how fast and painless their loan process was. Anyone that works with them will be completely satisfied. I will continue to refer The Brookline Group to my clients as well as my friends and family as they have never let me or their clients

The Brookline group, and the owner Mr. Klemens, has been a pleasure to work with. He is absolutely a life saver. I started with a short term loan for a remodel of a house. His terms and fees were reasonable. He worked with me to get exactly what I need. My project took a little longer that I have anticipated, so Mr. Klemens stepped in and extended my terms to my needs which gave me the freedom to take my time and finish the remodel and sell the house in time. I definitely recommend him to anyone that needs

I have had a number of hard money loans through the Brookline Group and I would highly recommend them. If you're looking for a loan at a reasonable rate I would suggest calling Mike at the Brookline Group. He's exceptionally knowledgeable, fast and easy to work with. You won't be disappointed. A very happy and loyal customer.

I recently worked with The Brookline Grouo to refinance and found their creative use of a wrap loan quite smart. The payments remained the same and I got the capital I needed to do the job! Sensible fees and a pleasant experience...did I just say that? Yes. You owe it to yourself to check them out.

Before retiring as a tax accountant, I referred a number of clients to Mike Klemens, The Brookline Group, for private party real estate loans; and all were grateful for my referral. Mike had excellent loan terms as a direct lender, provided fast service, and was professional in every respect. Demetri Zafiris

Brookline Group grossly overcharged my elderly client for a short-term $100,000 loan.

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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