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Windfall Insurance Services Inc

Windfall Insurance Services Inc

Reviews Summary

Customers consistently praise Windfall Insurance for exceptional service, professionalism, and expertise across various insurance needs (business, auto, home, workers' comp). Many highlight quick responses, competitive rates, and personalized attention, with several long-term clients (15+ years) emphasizing trust and reliability. The team is noted for honesty, going above-and-beyond, and saving customers money compared to competitors. Multilingual reviews also commend their excellence. Overall, a highly recommended provider for comprehensive, customer-focused insurance solutions.

About This Listing

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.*

Contact Information

Address

2335 Roll Dr #6

San Diego, California 92154

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

I was referred to Windfall Insurance by a friend who spoke very highly of them and is still insured with them, so I said I'll give them a try. I started with a commercial auto policy, then I needed the general liability and excess liability, they also helped me set up accounts with my vendors and keep them up to date on my insurance. I don't have the workers comp with them yet because my policy is still active with the other agent, although I wanted to change it with them but they suggested to change it u

I'm 18 and other insurance companies really took advantage and lied to me in the past. But Windfall was fast with switching me over to them and they saved me more money than anyone else i've ever gone to. And they gave me great rates! I would recommend Windfall Insurance to anyone looking for a reliable and honest Car/Life/Retirement insurance company.

I have been with Windfall Insurance for over 15 years I started with my business Insurance,(VHL Design LLC) then my home and my professional liability they are quick when I need them! Professionalism, Integrity. Their agents will go the extra mile to get the best rates possible!

This company I have been with for 7 years and they have handled all of my insurance needs including workman?s compensation to car insurance and general liability insurance for my business. I would highly recommend this company and thank you to Silvia and Karla for their expertise and attention to detail on my accounts. Very knowledgeable and professional. Would highly recommend. Thank you!

This is the absolute best place to get insurance! They are honest and their first priority is the customer. I guarantee you will get reasonable prices for the best coverage possible. Stop wasting your time at insurance companies that try and take advantage of your money and go here!!!!! I am a loyal customer- once you go here, you never go back to the other companies! Thanks Silvia and staff!

Great Customer, Service! Respond right away and gives detail explanations. They make sure we are always up to date on any insurance we need for our company! Thank you!

Thank You Windfall Insurance, Your experience and service has supported us last 6 years (bussiness and Fleet insurance, Workers Compensation and Personal Insurance)

Been a client for 19 years she was so prompt and curtious she handles my workman?s comp and general liability super fast thanks for great service

Really helpful and nice. Very good costumer service

Professional service at it's best!

(Translated by Google) Excellent customer service and professionalism. With Windfall I always find all the insurance I need and the best rates. 100% recommended. (Original) Excelente servicio al cliente y profesionalismo. Siempre encuentro con Windfall todos los seguros que necesito y las mejores tarifas. 100 % recomendado.

(Translated by Google) With very good excellence and professionalism???? (Original) Con muy buena excelencia y profesionalismo????

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.