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The Financial Coaching Group, Inc.

The Financial Coaching Group, Inc.

Reviews Summary

The Financial Coaching Group receives overwhelmingly positive feedback, with most clients praising Michael Stokes and his team for their professionalism, expertise, and personalized service. Many highlight long-term satisfaction, trustworthiness, and excellent communication. Clients appreciate the peace of mind, competitive rates, and tailored financial guidance. A single negative review criticizes broken promises and poor investment outcomes, but this is an outlier among numerous 5-star ratings commending the firm's integrity, responsiveness, and results.

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

23332 Mill Creek Dr Suite 105

Laguna Hills, California 92653

Visit Website Call Now Get Directions

Hours

Sunday Closed
Monday 8:30AM-5PM
Tuesday 8:30AM-5PM
Wednesday 8:30AM-5PM
Thursday 8:30AM-5PM
Friday 8:30AM-2PM
Saturday Closed

Customer Reviews

I've been extremely impressed with The Financial Coaching Group, Inc. for handling my financial planning and investment needs. Mike Stokes and his team offer an honest, transparent approach that instills genuine trust and confidence. Their personalized guidance has helped me navigate complex financial decisions and set clear, achievable goals. From the very first consultation, I felt that my financial well-being was their top priority. Mike?s expertise and willingness to answer every question make all the

I have been working with mike Stokes and the Financial Coaching group since roughly 2017. I add some funds i was looking to do something with, and I recall seeing an advertisement about the Financial Coaching group that seemed to speak to my needs at the time. I called made and about and met with mike. Right away i was impressed with his professionalism, his knowledge and his warm friendly manner. He was easy and very comfortable to engage with. During our meeting, we went over my financial situation in de

When I needed a financial advisor I asked my CPA for a recommendation and he referred me to Mike Stokes at The Financial Coaching Group. Mike has been terrific in meeting my financial planning needs. Mike is knowledgeable and professional, as well as responsive and personable. I highly recommend Mike Stokes for financial planning services.

Mike Stokes us very honest and very experienced advisor. He gives his opinion in a very understanding way and gives examples of issues to the client for comparison. I have gone through different advisor/brokers but nothing compares to Mike. I have recommended The Financial Coaching Group to my acquaintances and relatives without hesitation.

Mr. Mike Stokes: Thank you and your professional financial team for the work you have done for me over the past years. Your expertise and attention to detail in our financial affairs could not be faulted. We feel certain in the absolute integrity of your dealings with us, which is particularly reassuring.

The Financial Coaching Group, Inc. - Has provided excellent communication regarding the accounts our family have entrusted to their expert care. We are quite happy with the level of investment returns we are receiving, and whole heartedly recommend this firm as a reputable and caring company to entrust your future retirement funds and investments.

We have been clients of the Financial Coaching Group for about five years and are very pleased and satisfied with the results. Most importantly we appreciate the peace of of mind this relationship brings us. Michael and his team are truly a pleasure to work with.

I have been working with Mike for over 20 years. He is truly an honest and trustworthy advisor. Mike and Arlene have been a pleasure work with and I would highly recommend them and trusted financial advisors. Mike, does take my interest at heart. That is very important to me.

Michael Stokes and his staff are competent and dedicated professionals. I highly recommend their company The Financial Coaching Group, Inc. B. Hildebrand

Mike Stokes provides excellent financial services. I have been his client for many years and consistently received very good advise and guidance.

Very supportive and detailed in assistance on financial matters. Flexibility with scheduling and responsive if questions arise. I appreciate the excellent service received with Financial Coaching Group

My many years of experience with this company allow me to express complete satisfaction with the excellent service I've received?both professionally and personally. Thank you, Mike!

I recommend "The Financial Coaching Group" to everyone. Mike and Arlene Stokes have been very helpful to our family to figure out which insurance would fit my wife, children and I. Their rates are also very competitive and affordable. We have been shopping for life insurance for years that would fit me, my wife and my children and did not find as great of a deal as "The Financial Coaching Group" have provided for us. Thank you Mike and Arlene.

If you are thinking of hiring Mr. Michael Stokes as your financial advisor, than STOP and look for someone else who will stand by their word and promise. Mr. Michael Strokes, is nothing but a shroud talker, like a con man he will convenience you that he is the best advisor and in town, and will fulfil your financial goals and his fiduciary duties. But in reality he will works for himself, and will ruin your investment as he has ruined mine. I had an IRA account with 150K. I wanted to convert that AC in to

I have had a Long and Very Professional Experience with the Financial Coaching Group.

Mike and the entire team are truly outstanding!

Professional and efficient and excellent communications and explanations

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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