*Note: CPAs may specialize in different areas. Be sure to check credentials and service offerings.*
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.
*Note: Every CPA operates a bit differently. Don’t hesitate to ask questions before committing.*
*Tip: Organize your documents in advance to save time and ensure accuracy.*
*Note: Preparation helps you make the most of your CPA’s expertise.*
*Note: Every CPA is different — take time to find one who fits your goals and style.*
1423 W State St Suite A
Redlands, California 92373
Luke and his entire team at Vantage Insurance and Wealth Strategies have been amazing!! We stumbled across the service while attending a very informative Social Security class which lead to a comprehensive review of our retirement plans; at no charge!! My husband and I have learned so much from the team, we are thankful and recommend them to our family and all of our friends! We highly recommend you make contact soon!
Luke has always conducted our business with the highest degree of excellence. He and his staff are very professional. I would not hesitate to recommend him to others looking for an investment advisor.
I worked with Harry Sonke from Vantage Insurance, and it was so refreshing to have a financial conversation with someone who was more interested in making sure I understood the policy that I was considering and what it would do for my family, than he was in making a sale! To date I've sent two other friends to see him and they both had the same low key experience. He's as refreshing as watermelon on a hot day!
As an experienced Finance Advisor, I have had the privilege of encountering a myriad of firms claiming to offer top-notch insurance and wealth management services. However, Vantage Insurance & Wealth Strategies stands out as a true gem amongst the myriad of options available. From the moment I engaged with Vantage Insurance & Wealth Strategies, I was met with a level of professionalism and expertise that is unrivaled. Their team of advisors demonstrates an unparalleled commitment to understanding the uniqu
Luke is by far the most informative Insurance Broker I have ever met! My husband and I highly recommend him as he is so knowledgeable, informative and incredibly patient with his explanations. Luke's personality was warm, welcoming and trusting. You will not be disappointed after meeting with him.
Luke was fantastic. He took the time to go over my financial situation and make sure he came up with a life insurance that fit best for me and my needs. He was extremely professional and knowledgeable and put me to ease. He truly cares about each of his clients. If you need life insurance I highly recommend Luke Kibler at Vantage Insurance!
Luke Kibler has guided us through the beginning to see our game plan flourish and circle around to financial freedom. If you are thinking you have a plan together I would challenge you to have Luke take a look at your plan to make sure you are truly on track for financial freedom and retirement. Luke is so knowledgeable, gives his time on each meeting we have had and most importantly stays on top of his clients needs as life pivots and changes. Thank you Luke for all you have done for my husband and I, we a
I have had the opportunity to meet and get to know Luke Kibler. He is a family man and father of 5. He is of high moral character. I trust his wisdom and experience. His goal is to truly take care of his clients and not just make a sale. He is a warm and caring person and will work to earn your business. I highly recommend Vantage Insurance Solutions.
Luke with Vantage Insurance Solution is not your typical insurance agent. He took the time to understand my overall financial situation and goals,... and he put together a great plan utilizing various life insurance policies to help me reach my goals. He genuinely cares about his client and he is always ready to help.
I had a chance to meet with Luke to go over my family's life insurance policies. He took the time to understand my family's finances and what coverages we had, the strengths and weaknesses of our policies and moving forward how to reinforce what we had and how to leverage those coverages to help pay for a new car or college for my daughter. A lot of great knowledge. Highly recommended!
My business partner Gigi and I met with Luke Kibler from Vantage Insurance Solutions at the beginning of 2020 and we were so impressed with his knowledge, professionalism, and willingness to help our business with all our financial needs. He uses technology, skills, and experience to explain and to make us understand the process, the benefits, and the results. Making the decision to use his service was a no-brainer!
Luke at Vantage Insurance Solutions helped us choose the best life insurance plan for our family's needs and goals. We learned alot in the process and we couldn't be happier about our plan! He was honest and professional and I highly recommend him and his agency for any of your life insurance needs.
My experience with Luke and his company have been extremely positive. Always there to help and also very caring people! I highly recommend them to everyone.
Luke is a true professional who cares for his clients and puts their best intentions first. He works with the heart of a teacher and comes from a service standpoint which is quite refreshing! I highly recommend Luke and Vantage Insurance Solutions!
I met with Luke and he was very informative about different programs available to my family. Most interesting to me was a way for my soon to be college graduating children to set up a program to help pay off their student loans. He is very knowledgeable and takes the time to understand each clients individual needs.
I met with Luke to discuss my family's insurance needs. Luke is considerate, professional, and very knowledgeable about the insurance industry. I trust Luke at Vantage Insurance to recommend the best insurance products for my needs.
Luke is very personable and knowledgeable in his profession. He cares for his clients and passed along the best scenarios for our family. It's nice to experience the personal and professional touch he offers!
I am so grateful for Joel and Luke they really helped me set up a final expense plan that was in my budget. I was concerned I would not qualify for any kind of plan that would cover burial , etc They explained in terms I could understand. Now I have peace of mind when I leave this world I will not be a burden to my son. It was easy and it is affordable. Thank you so much! Joel and Luke You guys are awesome.
Luke was great and honest about the best options. As a hairstylist, I needed to set up a proper retirement plan for myself. If you are a creative and want some future planning, come see Luke.
Overall highly satisfied with the service both Luke and Joel have to offer. Very professional and kind individuals. I love what they are working for and the goal they have set. I would definitely recommend this company to friends and family!
Luke has in depth knowledge of the industry and he cares about you and your goals. If you don't know about "infinite banking",... you owe it to yourself to setup an appointment with Luke to learn all about it!
Wanted life insurance and Luke was able to recommend something that would work perfectly for me. Listens and is incredibly helpful and patient. Helps find what YOU need. Thanks for your help and time.
Luke is very knowledgeable and easy to work with. He gave us options. I highly recommend him for LTC.
?Integrity before profits? is what they believe in. In my experience they definitely follow through with their promise and their values. Thank you Vantage team.
These guys are awesome luke and Joel are professional and they had just right service I needed and price was just right.And they treat you like a family member not just a customer..I encourage everyone to meet with them and see how they can help you.
Very clear - helpful with prompt - professional feed back on questions. Easy and accurate communication - great value in financial service.
Allowed me to express my values and preferences and we found a plan that matched my requests. Very professional.
Extremely professional and highly knowledgeable in a wide range of financial products and strategies.
Best client care in Inland Empire!!
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.