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Wescom Financial

Wescom Financial

Reviews Summary

Most reviews praise Wescom for friendly, helpful staff and long-term satisfaction, with many highlighting excellent service from specific employees. High ratings dominate, citing efficiency, professionalism, and family-friendly banking. However, some criticize slow service, poor phone responsiveness, and occasional unprofessional treatment, particularly from management. ATM accessibility and parking are minor complaints. Negative experiences often involve account handling or perceived disrespect, but overall, loyal members strongly recommend the bank.

About This Listing

Bookkeeping
Accounting
Business Consulting
Financial Statements
Payroll
Tax Preparation
Tax Planning
IRS Representation
Financial Advisory
Estate and Trust Tax

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
Business Consulting
Financial Statements
Payroll
Tax Preparation
Tax Planning
IRS Representation
Financial Advisory
Estate and Trust Tax

Contact Information

Address

2600 Cherry Ave

Signal Hill, California 90755

Visit Website Call Now Get Directions

Hours

Sunday Closed
Monday 9AM-6PM
Tuesday 9AM-6PM
Wednesday 9AM-6PM
Thursday 9AM-6PM
Friday Closed
Saturday 9AM-2PM

Customer Reviews

It's a small location but you can get a lot done, the Tellers are very helpful and efficient banking transactions don't take long.

I do not typically like to give an establishment a negative review however, I went into this credit union to ask some questions and very potentially become a member. I was treated so poorly when I asked a question that I was humiliated. The lady whose name I should?ve taken treated me like I was stupid and dressed me down in front of other people. I believe a couple of them were embarrassed for me. Wow! Thank you Wescom for helping me make a better choice!

I have been a member of this credit union for 29 years. I am a platinum signature member. My son had a problem with fraud on another account not related to Wescom and before we could get that cleared up, Wescom closed his account, even after we came in and explained everything everything that was happening. Within a matter of days everything has been sorted out, and it had been proven that my son was the victim of fraud, but we were so unhappy with the terrible way that Wescom treated us that we will never

Randel Stuart was super helpful. His service was super friendly. He helped get what I needed in a timely matter. I recommend him if you're going to sign up for an appointment!

I have been a member for 25yrs, and my kids have their accounts here since they were born. Love the wescom! Best bank ever.

I went into a branch and the manager, Dena, didn't even discuss options with me to resolve the issues with this account. I called afterwards and I was on hold now for 1 hour and 5 minutes. I was given information from the first agent I spoke with today and I followed those instructions. For the manager to dismiss my request without reasonable cause, was very nasty and sadly, expected

Great little branch, Jason helped me alot with setting up my CD's, young banker that provided great support ! I am happy I switched over from the big banks to our local credit unions !

I have been going to this C.U. for many years and I love it. My financial advisor Norm is friendly and more importantly knowledgeable, and helps me in ever way he can, so as I will understand my finances status. I plan on staying here.

This is a bank and drive threw ATM machines, walk up ATM machines, and inside the employees are helpful. The facility is clean. They have been great to our family before they were even known Wescom. Wescom is still GREAT!

I really like your bank ,very respectful people.i recommend it to anyone.

Khoa Diep is wonderful to work with. He made the sale/purchase of a car as smooth as possible. If you need to bank here, make sure you get to work with Khoa. He's the man!

I love wescom. Friendly employees who always help. The drive through Atm could be easier accessible as you need to get really close in order to not get out of car to use it

Easy in and out, all the employees are very professional and friendly and helpful of any questions I have about investing.

Been a member for over 15 years. Best bank I've been used.

I haven been a member for 2O yrs. The staff are always very helpful. Dee is always friendly and helpful.

I visited today and the teller was extremely sweet and helpful.

Very slow maybe two windows open you're lucky if you get all 3 open let's not get into the parking??

I just use the drive-up ATM here. You can get multiple denominations of cash at this machine.

I have been a member for years and I have enjoyed the many services at this branch.

Waited 45 min for someone to help me open an account and nothing. Got pissed and walked out.. So lame

Can't even deposit cash here

Has an outside, check-accepting ATM !

They never answer the phone.

Fast and friendly staf

In love with this bank. ??????????????

Been there for years

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.