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WINDFALL FINANCIAL ADVISORS, Fee-Only, Fiduciary

WINDFALL FINANCIAL ADVISORS, Fee-Only, Fiduciary

Reviews Summary

The reviews consistently praise the financial advisor for exceptional expertise, genuine care, and personalized service. Clients highlight his ability to create tailored plans, provide clear guidance, and maintain open communication. Many appreciate his patience, thoroughness, and dedication to their long-term financial security. The advisor is described as trustworthy, approachable, and highly knowledgeable, making clients feel confident and supported in their financial journeys. His proactive check-ins and willingness to answer questions in detail are frequently mentioned as standout qualities. Overall, he is regarded as an invaluable partner for retirement planning and asset management.

About This Listing

Tax Planning
Financial Advisory
Estate and Trust Tax
High-net-worth Individuals
Individual Taxpayers
Real Estate
Risk Management
Complex Situations
Multi-state Experience

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
Estate and Trust Tax
High-net-worth Individuals
Individual Taxpayers
Real Estate
Risk Management
Complex Situations
Multi-state Experience

Contact Information

Address

620 Newport Center Dr Suit 1100

Newport Beach, California 92660

Visit Website Call Now Get Directions

Hours

Sunday Open 24 hours
Monday Open 24 hours
Tuesday Open 24 hours
Wednesday Open 24 hours
Thursday Open 24 hours
Friday Open 24 hours
Saturday Open 24 hours

Customer Reviews

Working with Daniel has been one of the most reassuring decisions I've made. From the start, he listened without judgment, offered thoughtful strategies tailored to my goals, and never once made me feel rushed or pressured. He has a rare ability to break down complex decisions in a way that feels manageable and empowering. Beyond his expertise, it's his character. Steady, honest, and patient?that really sets him apart. I felt seen, supported, and confident every step of the way. If you're looking for someon

Daniel has been a pleasure to work with. He is knowledgeable and understanding. He is easy to reach when impromptu questions pop up. I'm glad we chose him to navigate our financial journey now and in the future. If you are in the market for a fiduciary, look no further.

Daniel Johnson of Windfall Financial Advisors has become an important part of our latter life. Daniel has a genuine and authentic concern over our current financial well being and has crafted a plan to secure our children's financial future. He feels as much family as he does our advisor.

Daniel has been a god send for us!!! He is so informative and always there when we have questions!! I couldn't ask for a better financial advisor!

Over a decade ago I met Daniel and soon thereafter he became my Financial Advisor. My Portfolio was a dangerous mess and Daniel after assessing my needs created a new and safe investment portfolio so I could feel confident and comfortable about living a long time! He is always updating my needs and giving me the confidence in living my Best life with my portfolio. I admire his dedication, care and knowledge and blessed to have him in charge of my future!

Working with Daniel has been a pleasure. Actually, more of a privilege. His expertise and dedication to his clients makes it an easy choice to work with him. I appreciate that he checks in on his clients and is always willing to answer any questions in great detail. I'm thankful I made the switch to hire him.

Daniel is a class act and working with him the past few years has been an amazing experience. His guidance is genuine, his reports are thorough, and above all else, he's a great guy.

Daniel has helped me get on the right track, ensuring my money is working for me. Highly recommend Windfall Advisors for retirement planning and overall asset management.

Windfall Financial Advisors have been great! We have been super happy with the open lines of communication and the upward direction they have taken our portfolios.

Although I did not qualify for formal services, Daniel took the time to learn about me and my goals, and provided resources that?d be helpful for me at this point in my journey. He answered all the questions I had to point me in the right direction. Thank you again!

I've worked with Daniel and he's been super friendly, helpful, and available throughout the whole process.

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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