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Weaver Consulting Group

Weaver Consulting Group

Reviews Summary

Weaver Consulting Group receives overwhelmingly positive feedback, with clients praising their professionalism, personalized service, and long-term trustworthiness. Many highlight responsive communication, detailed financial planning, and genuine care for clients' best interests. Reviews frequently mention satisfaction with retirement strategies, investment management, and adaptability to life changes. A single negative review cites unresponsiveness, but the vast majority emphasize reliability, transparency, and strong returns. Clients consistently recommend the firm for both personal and corporate financial needs, often describing the team as family-like and exceptionally knowledgeable. The recurring themes are trust, expertise, and proactive guidance.

About This Listing

Business Consulting
CFO Services
Financial Advisory
Estate and Trust Tax
High-net-worth Individuals
Risk Management
Remote Services
Years of Practice

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
Financial Advisory
Estate and Trust Tax
High-net-worth Individuals
Risk Management
Remote Services
Years of Practice

Contact Information

Address

101 Main St Suite 220

Huntington Beach, California 92648

Visit Website Call Now Get Directions

Hours

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

Customer Reviews

Jason has lost his ability to help clients. He and his team do not return calls, left my assets locked up in a Fidelity account for a week bc then ignored sending it to my personal account, never replied. You're better off picking a different financial non-advisor. Pull your funds ASAP

I've been working with the Weaver Consulting Group for a number of years right now. I feel very lucky to have the confidence in knowing my financial plan is in order, and we are on a journey toward retiring comfortably. Anytime I've experienced a life change, Travis has been there to steer our plan in the best direction. Thanks team!

Weaver Consulting and Jason in particular have been our investment managers for over a decade. We've recommended them to countless friends and family and everyone has been more than happy with their service. They're responsive, accommodating, do a great job of adjusting to your needs and explaining investments. And most importantly, they handle your investments intelligently and get good returns. Highly recommend.

My family has been receiving financial guidance and support from Andrew and Weaver Consulting for almost a year now, and we really appreciate the attention to detail, and the consistent check-ins. Andrew has done a great job creating a plan for us and helping us stick to it. We look forward to working with Weaver Consulting for a long time.

Jason Weaver of Weaver Consulting Group has been our Financial Advisor for 18 years. We are proud that he was recently recognized in the Forbes Best-In-State Wealth Advisors list for 2019. Jason is trustworthy, highly skilled, reliable and diligent about managing our investments to meet our needs. Everyone at Weaver Consulting Group are amazing and have their clients best interests at heart. We couldn't be happier with their service and we highly recommend them.

5 stars for the Weaver Consulting group. I am a complete novice when it comes to investing, retirement planning, 401k everything. My husband and I recently purchased our first home and had our first child. We were overwhelmed with money management, protecting our assets, and preparing for the future. The overwhelmed feeling quickly went away when I met with Jessica and Hunter. They are so friendly, personable, and kind. They sat me down and organized my finances in a system that allowed me to see everything

I highly recommend Weaver Consulting Group. I have been with working with Travis Weaver for 10+ years. Travis and his team handle my personal retirement goals, as well as setting up my companies 401k plan. If you want a honest reliable group of people, Weaver Consulting Group is a great choice.

If you are looking for a financial advisor, I highly recommend Weaver Consulting Group. They do a terrific job. Our representative, Travis Weaver, is available for us whenever we have questions and he takes time to explain everything in detail. They stay on top of market changes and adjust/advise accordingly. They also provide market updates with monthly videos and conference calls.

I HIGHLY recommend Weaver Consulting Group. I a business owner and CFO for our company and utilize the group?s team for our corporate retirement and personal investment needs. The customer support and service they provide to myself and as a resource to our employees is top notch!

the Weaver Consulting Group has consistantly exceeded our expectations of integrity, competence and guidance. Our portfolio is actively reviewed and we are in constant communication with Weaver Consulting Group on the status. they are great communicators. We couldn't be happier.

Hunter Peterson has been awesome to work with. His updates and check ins are not only noticed, they are appreciated. The customer service is top notch. By Hunter taking the time to build our relationship has earned him my trust. I look forward to what the future holds.

I've known Travis for over 8 years now and wouldn't trust anyone else with my financials. Funny enough, I've actually never had investments with him since I've had a struggling business for the last five or so. That never stopped Travis from giving me some free consulting here and there to help me out. I really appreciate you and your group, thanks guys! Can't wait til I'm rich and help me play some catch up ??.

I've been working with Weaver Consulting Group for years and they are extremely responsive, helpful, and professional. I would recommend their firm to anyone with financial advisory/planning needs.

Nothing but great things to say about the Weavers. They really treat you like family. I feel very confident with their advice and guidance and would highly recommend them to anyone.

Hunter has been amazing since I made the move to Weaver Consulting Group, everyone there has my best interest in mind and I wouldn't trust my financial future with anyone else.

Jason made sure we had a secure future. We trust him completely and feel blessed to have him as our financial investment advisor.

Thank you for everything, Weaver Consulting Group. Your service and expertise is why you are the best in the industry!

Jason gives sound advice. He is also a good listener that has his client?s interest first.

Pleasant to work with and show they really care.

Very personable and very professional.

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.