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Victoria Financial Corp.

Victoria Financial Corp.

Reviews Summary

Victoria Financial Group receives overwhelmingly positive feedback, with most reviews praising exceptional service, efficiency, and professionalism. Customers highlight quick turnaround times, competitive rates, and personalized attention, often noting stress-free experiences during home purchases or refinancing. Multiple reviewers mention returning for repeat business due to satisfaction. A single negative review warns of hidden fees, but this contrasts sharply with widespread acclaim for transparent "no-cost, no-fee" promises and staff going above-and-beyond. The team is consistently described as knowledgeable, responsive, and detail-oriented.

About This Listing

Real Estate

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

Real Estate

Contact Information

Address

217 W Las Tunas Dr

San Gabriel, California 91776

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

Victoria Financial Group has been an invaluable resource for my financial needs. Their team consistently delivers exceptional service, from quick turnaround times and competitive rates to personalized attention. I've always been able to reach Pearl, even outside of regular business hours, ensuring I have timely support. Their VIP treatment and dedication to client satisfaction make them a top choice for financial services. I highly recommend Victoria Financial Group to friends and family.

Working with Millie and Victoria Financial team was a great experience, especially home purchase process can be a little stressful at times. Millie was incredible to work with! She was patient and answered all our questions; she was very professional, knowledgeable, and helpful. She took care of every little detail of the financing with speed and efficiency, and she was on our side EVERY STEP OF THE WAY! This is our 2nd home purchase Victoria Financial has helped us. When they say, no points and no fees, th

5th time using Victoria Financial. Millie and Pearl are great to work with and were able to process and fund my loan in under 3 weeks!

They got it done! It is important to set the context; the current mortgage environment is perhaps the most hectic ever. 2nd quarter 2020 mortgage origination volume is 200% higher than Q2 2019 according to Mortgagenewsdaily.com. Brokers were quoting me 60-120 days to complete a relatively simple refinance. Some are even tacking on fees to discourage new business because they cannot handle the volume. Justin Wang and the team at Victoria Financial Corp executed my refi in around 30 days. No cost, no fee, no

1 home purchase and 2 refis with Victoria Financial and every time they knock it out of the park. Serena and her crew manage to find the best rate and then during closing she personally goes through the numbers and any non essential fees she sees she will have you go back to escrow and get your money back. No comparison with other lenders...top of the class.

We were so pleased with the service we received from both Philip and Serena. They made the home-buying process less painful. My husband and I would definitely recommend them.

Bogus No-Cost loan promise. They'll try to hide the charges by increasing your loan amount. Beware. Stay away.

Great experience with the team. Especially Pearl and Serena great service would not go anywhere else for financial services.??

Very knowledgeable lone officer, time consuming and efficinet staff. this is the way to do bussiness.

Quite friendly and very efficient to get thing done.

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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