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TWP Financial & Insurance Services LLC

TWP Financial & Insurance Services LLC

Reviews Summary

The reviews consistently highlight exceptional service, with praise for deep expertise, personalized care, and trustworthy advice. Customers appreciate the attentive, patient, and knowledgeable approach, often noting long-term satisfaction and strong relationships. Many mention referrals to friends due to outstanding support, competitive rates, and tailored solutions for insurance needs. Responsiveness, thoroughness, and a friendly demeanor are recurring themes, with specific appreciation for handling complex Medicare and health insurance options effectively. Overall, the service is described as reliable, professional, and exceeding expectations.

About This Listing

Tax Preparation
Tax Planning
Financial Advisory
Estate and Trust Tax

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
Financial Advisory
Estate and Trust Tax

Contact Information

Address

8200 Wilshire Blvd

Beverly Hills, California 90211

Visit Website Call Now Get Directions

Hours

Sunday Closed
Monday 9AM-6PM
Tuesday 9AM-6PM
Wednesday 9AM-6PM
Thursday 9AM-6PM
Friday 9AM-6PM
Saturday Closed

Customer Reviews

TWP has been providing our health care insurance for over ten years. We have been served in these years by one of the principals, Phyllis Hyde. I cannot imagine anyone who goes out of their way to provide the best service, searches the most competitive rates and is more knowledgable about one's health care options. Phyllis has a pleasing personality, is patient, listen's, and works to always get the coverage best suited for her clients. I say clients because I have referred half a dozen or more friends and

TWP has been my insurance agent for almost 25 years and have recommended them to my friends. And the feedback from friends has always been a big "thank you for referring Tim". Each year Tim reviews my medical needs - including my medications, to see which plan fits the best for me. I will never forget when my second year rolled around, Tim asked for a list of my prescriptions so I asked him why because no one had ever asked me that question before. It was because he wanted to compare my medications wi

Tim is very knowledgeable about every California insurance option. He answers my questions without criticism or judgment, is kind and patient, and a joy to work with. Everyone I've recommended him to has been very pleased with his service. He treats you like a dear friend; he is the best!

TWP Insurance Services are the best! Tim really listens to what you need, and I can trust that he will make the best recommendations for me. I also trust he will make the right decisions for my clients as well, as I have referred several others to him as well. Five stars!

Tim Peterson and Phyllis Hyde bring knowledge, trust and their sterling work ethics to your service at TWP. Whether you're looking for financial stewardship, benefits assessment and advice or insurance coverage these are the folks with whom you can build a solid relationship to see you through the years.

Phyllis is the best. I could retire knowing that Phyllis would help me out with a decent and competitive supplement plan. I've worked with her for 10 years. Very very satisfied.

My best experience so far with an insurance broker. Phyllis Hyde was patience, knowledgeable, and help me select the best option based on my needs and personal situation. I would totally recommend her to my family, I actually already did.

Phyllis has been such a great help to me with all my insurance needs. for many years. I highly recommend her.

Phyllis Hyde has and continues to be our beacon! Her knowledge of the insurance industry is unsurpassed. Her communication is flawless.

Working with Phyllis is always a pleasure. Knowledgeable, personable, warm and just an all around lovely person.

Tim and team do not forget my renewal dates. They come to phone conferences with my current info available and good suggestions for improvements.

Creatively found a way to quickly change my Medicare Advantage program out of the open enrollment period when I urgently needed it

Great people. Great service. Great savings. I highly recommend TWP - especially the outstanding Phyliss Hyde!

TWP, provides the best service, and has all of the answers for my questions so I can make an informed decision. I feel like I am in very good hands!

For Medicare plans, they know their stuff, are efficient in finding what works for my medical needs and resources.

TWP keeps in touch with us and is good at identifying what we need and the options available to us. Very friendly folk.

Phylllis has provided the best advice and support, she has gone above and beyond what I even expected.

I gave this rating because I feel taken care of in an area in which I have no expertise.

TIM and staff met our every need,

Excellent responsive service year after year.

timely and expert help.

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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