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Warren Street Wealth Advisors, LLC

Warren Street Wealth Advisors, LLC

About This Listing

Business Consulting
CFO Services
Tax Preparation
Tax Planning
Financial Advisory
Estate and Trust Tax
Small Businesses
Mid-size Businesses
High-net-worth Individuals
Individual Taxpayers
Professional Services
Technology
Multi-state Experience
Remote Services

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

Business Consulting
CFO Services
Tax Preparation
Tax Planning
Financial Advisory
Estate and Trust Tax
Small Businesses
Mid-size Businesses
High-net-worth Individuals
Individual Taxpayers
Professional Services
Technology
Multi-state Experience
Remote Services

Contact Information

Address

200 Spectrum Center Dr STE 300

Irvine, California 92618

Visit Website Call Now Get Directions

Hours

Sunday Closed
Monday 8AM-5PM
Tuesday 8AM-5PM
Wednesday 8AM-5PM
Thursday 8AM-12PM
Friday Closed
Saturday Closed

Customer Reviews

Warren Street Wealth Advisors (WSWA) has been managing my retirement portfolio for many, many years. They care about what matters to me, ask lots of questions to make sure the investment strategy used is in alignment with my values, and they answer any question I may have. They respond quickly to every inquiry and are always professional, kind, and available. I watched many of my peers over the years postpone their retirement plans as a result of attempting to manage their own portfolio. I did not want tha

The Warren Street team have been partners to me for the last nearly 4 years and I could not recommend a better team of WAs. Specifically, Justin has been an invaluable resource to me - helping me navigate wealth management for the first time. Available, thorough, knowledgable, relatable, and just an all around great human! Highly recommend!

I have been with warren-street for several years and even though I moved out of state to retire I have sticked with them because of the impeccable service I receive from Justin Rucci. If something pops in my head I send off an email and he answers right away. Hope they make him a partner, you would not want to lose him. Hope they offer gold holdings someday.

Warren Street calls me to review my portfolio, always ask if anything has changed, anything they need to know. I once mentioned a 1031 real estate exchange, not knowing they could answer questions, well they did. Thank you Justin for yout recent meeting.

Just completed our annual review. Our financial advisor (Justin) was well prepared as usual with an overview of our accounts for 2024. Warren Street advisors are always available throughout the year to address any questions or concerns. Their response time is excellent (always the same day) whether we use phone or email! My wife and I could not be more pleased with the folks at Warren Street (we deal with Justin and Len the most) and we're confident our retirement accounts are receiving close attention!!

I hired Warren Street Wealth Advisors just over 3 months ago and I couldn't be happier. I have very high standards for anyone that I work with and they have met my expectations and greatly exceeded them! I personally work with Emily Balmages the most and she is fantastic. Her communication is outstanding and she is on top of everything at all times. She's amazing at her job in investments and all things financial but she also has referrals and connections for almost anything you can think of. I'm so thankf

It has been a very positive experience working with Warren Street Wealth. Everyone I have spoken with has been extremely professional and courteous! They have also helped me understand my financial position and what the future holds for me.

I enjoy working with Justin and Len, I'm very happy with results of investing with Warren Street Wealth Advisors.

We've used Warren Street Wealth Advisors for several years, and always appreciate the service that Blake and Justin provide. If you're looking for a new financial advisor for you personally or for your business, I recommend giving them a call!

My husband and I had a great experience talking with Cary. He was professional, very informative, easy to understand and enjoyable from the minute our meeting started. Even though he knew we were not going to be immediate clients, he went through the meeting very engaged and interested always giving priceless information and making sure we had answers to all our questions. Do not hesitate to schedule a first consultation, it is worth it. We are looking forward to working with Warren Street Wealth Advisors w

I?ve been with Warren Street going on 2 years and have been extremely pleased. The time with them has been during weak markets but they stay the course and keep me up to date on developments. They are very C/S oriented and the entire crew is personable and unbelievably knowledgeable.

Some background info?.My mom and dad were clients of another financial planning company a few years back. When my dad passed away, we met Emily Balmages, who helped us navigate through some financial issues and set my mom up with a solid financial plan. When we found out she was leaving and joining Warren Street Wealth Advisors in 2019, it was a no-brainer for mom and I to follow her and have Warren Street manage our accounts as well. She has always been available to guide and advise us, especially through

Met with my Advisor this morning. All is going good with my investment and Justin keeps me informed on all good or bad news. So far, it's been good news for my Money. I really appreciate everything Warren Street has done for me, because this investing stuff is way over my head. :)

I have been a client for about 5 years now and I can?t stress enough how amazing the Warrenstreet team is! I was more than $40,000 in debt from credit cards and taxes but Cary helped me come up with a plan to pay them off and it worked!! Now I contribute more to my 401K and savings and look forward to retiring early. Without Cary and team I would likely have had to work until Social Security kicked in. Whether you?re a financial wizard or need a ?Finance for Dummies? book, I highly recommend Cary and team

I?m so glad I have the folks at Warren Street Wealth Advisers taking care of my finances. They have been with me for about six years now. I retired shortly after my wife passed and they were there to help me every step of the way. I don?t know what I would have done without them. I know the team personally and they have proven to be good friends as well as outstanding caretakers of my finances. I know they treat each of their clientele the same way. I have never had to be concerned that they were not giving

We have been with Cary from the beginning. He has always been responsive to our questions, easy to talk to and keeps our issues and concerns at the forefront of business. His advise has been sound as he explains money matters in a way that we can understand. We are looking forward to working with Cary and Warren Street Wealth Advisors in the future.

We?ve been with Cary and his team for 5 years now and we can?t say anything better about them. Thy helped us get on track and save for a house, start college funds for our kids and kept us focus on saving for retirement. The best part is they treat you as a real person and helped teach us about finances and why some investments or strategies are better than others. Highly recommended!!

Justin has always been so helpful. We agree our retirement account is going well! Very easy to work with. Always gets back to me promptly. Thanks

Carey Facer has always shown he has our best interests in mind. He has managed our funds for 5 years and i trust the company with our money, our plans, and pretty much our lives. They take the time to get you know you and your dreams, and work to make them come true realistically, honestly, and with care. Cindra and Keith Cochran

They have been instrumental not only in managing my invetment portfolio but cos in supporting the broader growth of my entire financial strategy.

I am more than satisfied with Warren Street

Warren Street's communication and service are excellent. They are the only financial advisors I will ever use!

Had an intro call with Cary. He was very professional and honest. We got great advice without ever feeling like we were being sold on a service.

I have been completely satisfied with all aspects of this firm from the moment I started working with them 7+ years ago.

Only been a month,but all working as advertised.

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.