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Verus Capital Partners

Verus Capital Partners

Reviews Summary

Emilio Cabuto (also referred to as Emilio Caputo) receives consistently outstanding reviews for his professionalism, expertise, and personalized service. Clients praise his deep knowledge, clear communication, and patience in explaining complex financial matters. Many highlight his attentiveness, trustworthiness, and ability to make them feel secure about their investments. Long-term clients appreciate his consistent performance, reliable follow-through, and caring approach, especially during life transitions like retirement or inheritance management. His team is also commended for responsiveness and support. Overall, he is highly recommended as a skilled, personable, and client-focused financial advisor.

About This Listing

Tax Planning
Financial Advisory
High-net-worth Individuals

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 Planning
Financial Advisory
High-net-worth Individuals

Contact Information

Address

3111 Camino Del Rio N #400

San Diego, California 92108

Visit Website Call Now Get Directions

Hours

Sunday Closed
Monday 8AM-4PM
Tuesday 8AM-4PM
Wednesday 8AM-4PM
Thursday 8AM-4PM
Friday 8AM-3PM
Saturday Closed

Customer Reviews

Emilio Cabuto has been very helpful to me in picking up the administration of an inherited estate. There's a lot of detail and he has taken the time to make sure I understand it. He has also given me sound advice. I appreciate him and highly recommend his services.

My time with Emilio is always worthwhile. I so appreciate his insight in helping me make financial decisions.

I have been working with Emilio for 5 years now and I am confident that my investments are being maximized and carefully maintained.

Emilio Cabuto did an outstanding job helping me to make financial decisions regarding inherited assets. He provided me with a paper outline and went through each asset and patiently explained each detail. He also provided a written summary the following day in case I had further questions. He was caring and considerate.

We enjoyed our visit with Emilio Cabuto last week. He's every bit as personable as when we first met several years ago. We found him to be organized, well prepared and suitably informed. We will look forward to meeting with him again in the near future. ? Bruce and Nancy Adams

We have worked with Emilio Cabuto at Verus Capital Partners, LLC for several years now. We have continually been pleased with his professional and personal demeanor. He is trustworthy, offers solid advice and his follow through is excellent. We would not hesitate to recommend Emilio and the financial services he provides.

I have known Emilio for a couple years now. Is a very kind individual very knowledgeable, And he put you first before the companies. It was a good year in 2023 and the numbers he showed me in a meeting prove it. I will continue to use him and his company as my investor.

I met with Emilio Caputo yesterday for a review of my portfolio. He was able to answer all my questions with good descriptions to help me understand the where and why of my investments. I was very impressed with his memory and knowledge of the investments I had and available to me. From my perspective, he seems to be on the cutting edge of what is happening in the investment world. Thank you, Emilio, for your help.

Emilio and his team have looked after my accounts for more than ten years. Simply put, I just never worry. They answer when I call, answer all my non-financial minded Engineer questions and keep me apprised of what's going on. Very Happy With the Team! MJ

We are pleased with Emilio Cabuto at Verus. He has been attentive to our needs in retirement. We feel that he cares about us and our finances.

Emilio has been so helpful. I have moved into an Assistied living facility and he has been such a big help with getting me all set up fiancially.

I enjoyed conversation with Emilio and so good to see him again. Fantastic job

Emilio is very polite, and professional. I highly recommend him as a financial counselor

Emilio Cabuto, Thanks so much for your excellent care and expertise! Greatly appreciated! ??

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.