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TRUST Management Inc. Aaron, THE Accountant

TRUST Management Inc. Aaron, THE Accountant

Reviews Summary

The consensus is overwhelmingly positive, with most reviewers praising Aaron Woolley's professionalism, responsiveness, and expertise in accounting and tax services. Many highlight his patience, helpfulness, and ability to save them money, with several mentioning long-term trust and satisfaction. One negative review criticizes his professionalism, but the vast majority emphasize his reliability, knowledge, and exceptional customer service, often describing him as a trusted advisor who goes above and beyond. Multiple clients recommend him highly and appreciate his fair rates and supportive approach.

About This Listing

Tax Preparation
Tax Planning
IRS Representation
Small Businesses
Individual Taxpayers
QuickBooks
Multi-state Experience
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 Preparation
Tax Planning
IRS Representation
Small Businesses
Individual Taxpayers
QuickBooks
Multi-state Experience
Remote Services

Contact Information

Address

2829 Townsgate Rd STE 100

Westlake Village, California 91361

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 Closed

Customer Reviews

I've been using Aaron Woolley at Trust Management and his team for the past 15 years for my business management, accounting and tax preparation & tax planning. Aaron is extremely responsive and knowledgeable. He is patient with my questions and happy to jump on the phone when needed. His advice is helpful and guides me to make sound financial decisions. It is not hyperbole to say that Aaron has saved my business multiple times. I am forever grateful to have him as a trusted advisor on my team.

Six years ago, I hired Aaron to be my accountant based on a very good friend's recommendation. It was one of the best decisions that I have made over the last decade. At the time, I was a nervous wreck as I had just received my first (and hopefully my last) IRS audit. Aaron was calm, cool, and collected and very reassuring which helped me tremendously. He guided me through the process every step of the way and the result, though slightly painful, ended positively but could have been much worse. Ever since t

I have been working with Aaron for a few years now and he has helped me so much and has saved me so much money with my taxes. He always takes my calls and he is always so awesome and helpful to work with. I feel like I'm a priority and that he cares. I highly, HIGHLY recommend him and have referred him to multiple people.

Trust has become more important to me than some of my family. That's not a stretch. Aaron and his team are so above and beyond professional, helpful, and patient, that it's almost uncomfortable, because I'm not at all accustomed to most of the business world being that way. I'm truly the worst businessmen I personally know, and Aaron has been truly supportive and willing to work with me in several areas. Also, I can't believe the fair rates. I'm a client for life. Matt Svendson Nordic Woods Inc.

I have used Trust Management for my taxes for years. They are honest and easy to work with. I own multiple real estate properties as well that Aaron is an expert at handling during tax season. I am always pleased with how quickly my questions are answered and how simply the process is for filing. Thank you!

Aaron and Trust Management are the best. Aaron always makes himself available to answer any questions I might have. I know he always is watching out for my best interests.

Always helpful, always available for questions. Helps me understand the process and how to properly categorize expenses. Aaron also reminds me of timelines and doesn't get upset when I am lazy. He is very helpful.

I've used Trust Management for a couple years now and have been incredibly happy and satisfied with the services they provide. The responsiveness, customer service and ability to solve and provide for all my tax and accounting needs has been an incredible help for me professionally and personally. Would definitely recommend them.

Aaron Wolley is the most unprofessional CPA I have ever met.

Aaron is my rock and trusted place for my business.

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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