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Verdeo Capital Group, Inc.

Verdeo Capital Group, Inc.

Reviews Summary

Verdeo Capital Group receives consistently outstanding feedback, with all reviews awarding perfect 5-star ratings. Clients praise their professionalism, integrity, and expertise across various financial services, including custom build financing, commercial refinancing, and private equity investments. Many highlight long-term relationships (6-15+ years), emphasizing timely transactions, clear communication, and creative solutions. The team, particularly Cary, is commended for responsiveness, honesty, and local market knowledge. Investors appreciate secure lending opportunities with minimal defaults. Multiple reviewers actively recommend Verdeo, citing trustworthiness and seamless experiences even during challenging circumstances like COVID-19.

About This Listing

Bookkeeping
Accounting
Audit
Assurance
Business Consulting
Financial Statements
Payroll
CFO Services
Tax Preparation
Tax Planning
IRS Representation
Sales Tax Compliance
Entity Structuring
Budgeting
Forecasting
Financial Advisory
Estate and Trust Tax
Mergers and Acquisitions
Outsourced Accounting
Small Businesses
Mid-size Businesses
Large Enterprises
High-net-worth Individuals
Startups
Real Estate
Professional Services
QuickBooks
Xero
GAAP Compliance
State-Specific Experience
Multi-state Experience
Local Tax Credits
Nexus Determination
Remote Services
Years of Practice
CPA License

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

Bookkeeping
Accounting
Audit
Assurance
Business Consulting
Financial Statements
Payroll
CFO Services
Tax Preparation
Tax Planning
IRS Representation
Sales Tax Compliance
Entity Structuring
Budgeting
Forecasting
Financial Advisory
Estate and Trust Tax
Mergers and Acquisitions
Outsourced Accounting
Small Businesses
Mid-size Businesses
Large Enterprises
High-net-worth Individuals
Startups
Real Estate
Professional Services
QuickBooks
Xero
GAAP Compliance
State-Specific Experience
Multi-state Experience
Local Tax Credits
Nexus Determination
Remote Services
Years of Practice
CPA License

Contact Information

Address

4168 Douglas Blvd

Granite Bay, California 95746

Visit Website Call Now Get Directions

Hours

Sunday Closed
Monday 9AM-5PM
Tuesday 9AM-5PM
Wednesday 9AM-5PM
Thursday 9AM-5PM
Friday 9AM-5PM
Saturday Closed

Customer Reviews

I have been a client of Verdeo Capital for over 10 years. I have funded well over 100 loans with Verdeo, and have only the highest recommendation to give their products and service and professionalism. Their stringent under-writing practices insure only the finest, low risk loans are offered to their clients. To my memory, I have had only 1-2 late payments in those 10+ years, with nothing close to a defaulted loan. They always work quickly to keep my available funds fully invested.

Over a period of more than 10 years, my wife and I have placed funds for investment with Verdeo Capital Group. During that time, we have found Cary, Shad and the whole Verdeo team to be consummate professionals. Their knowledge, experience and insights have been key parts of our overall wealth management plan. It is obvious that integrity, honesty and timeliness are key values for their organization. Through all aspects of a transaction, the Verdeo Capital Group identifies opportunities, presents strate

Verdeo Capital Group is awesome! Even with all of the inconveniences due to the COVID-19 virus they did a refinance for us on a commercial property last December 2020. Cary Long sticks to his word every step of the way. Everything went exactly as we were promised in our initial conversation. That doesn't always happen. If you're doing a real estate purchase or doing a refinance, definitely talk to Cary Long before making your final decision. He is professional, polite, and know his business. Thank you ve

We have worked with Verdeo Capital for the past 6 years, we are happy to give them the highest recommendation. Our experience has been very positive, they are easy to work with, professional and accurate. Transactions were completed in a timely manner and always as promised.

We used Verdeo Funding for our custom build financing in 2019 and had a great experience working with Cary and staff. Our contractor was impressed with them as well. Since then we have referred many clients, Realtors and friends to them. We loved that they were local and knew our community. We don't hesitate to give their name ... we are very confident in their professionalism and ethics.

The team at Verdejo Capital have always displayed the highest level of integrity and professionalism. I always trust them to provide the most secure lending opportunity and then to follow up with excellent oversight during the life of the loan. They are thorough communicators and never hesitate to explain loan nuances that we encounter from time to time. Verdeo is to be highly trusted.

If you are looking for a true financial partner (not just another vendor), then Verdeo Capital Group should be at the top of your list. Cary and his team are wonderful to work with! Very responsive, fast, flexible, informative, professional, experienced. I can't wait to work on another project together! A+

I have had the pleasure to work with Verdeo Capital Group on multiple transactions over the last 15 years. In that whole time they have always provided me with a very honest service approach. I will always use Verdeo Capital Group for all of my private equity needs.

When doing a flip, several investors recommended Verdeo for a private money loan. They were professional, quick in all their communication and their loan terms were fair. I had a great experience and the flip went smoothly and we turned a nice profit!

Thank you Verdeo Capital and Carry for the successful and timely funding of our projects over the years. You have proved once again that we can count on you for our financing needs.Your experience and knowledge play a key role in the creative financing solutions you continue to provide us with.

My wife and I have been investing with Verdeo Capital Group for many years. It is THE best group of professionals we have ever worked with. Highly recommended.

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.