Stan DiLiberto, CPA, CFP , Inc. - Seal Beach, California

Okay, here’s a comprehensive overview of Stan DiLiberto, CPA, CFP, Inc., designed to be a helpful resource for those seeking financial expertise, presented in a formal and approachable style:

Introduction to Stan DiLiberto, CPA, CFP, Inc.

For individuals and families in Seal Beach, California, and beyond, Stan DiLiberto, CPA, CFP, Inc. offers a robust suite of financial and tax services. Located at 12501 Seal Beach Blvd # 200, Seal Beach, CA 90740, this established firm provides personalized attention and strategic guidance across a wide range of financial needs. Their commitment to client satisfaction is consistently reflected in positive feedback and a dedication to accessibility.

Core Services & Expertise

Stan DiLiberto, CPA, CFP, Inc. specializes in a comprehensive array of services, including:

• Certified Public Accounting (CPA): Providing audited financial statements and ensuring compliance with accounting standards.
• Bookkeeping Services: Maintaining accurate and up-to-date financial records, streamlining business operations.
• Financial Consulting: Offering strategic advice on investments, retirement planning, and overall financial health.
• Financial Planning: Developing customized plans to achieve long-term financial goals.
• Tax Consulting & Preparation: Expert tax advice and preparation services, maximizing tax efficiency.

Location and Accessibility

The firm’s address is 12501 Seal Beach Blvd # 200, Seal Beach, CA 90740. They prioritize client convenience with a wheelchair accessible entrance, wheelchair accessible parking lot, and a wheelchair accessible restroom. Appointments are strongly recommended to ensure dedicated attention and efficient service. You can reach them by phone at 5624934495.

Client Feedback & Reputation

Stan DiLiberto, CPA, CFP, Inc. consistently receives high praise from its clientele. The firm boasts 57 reviews on Google My Business, with an impressive average opinion of 4.8/5. Review sentiment suggests a firm characterized by responsiveness, expertise, and a genuine concern for client well-being. It appears clients value the firm’s ability to handle complex situations quickly and efficiently, particularly when time is of the essence. The longevity of some client relationships – evidenced by a 15-year history with one individual – further underscores the firm’s reliability and trustworthiness.

Additional Points of Interest

Beyond accessibility, Stan DiLiberto, CPA, CFP, Inc. demonstrates a commitment to inclusivity, being recognized as an LGBTQ+ friendly business. Prompt scheduling and dedicated support are hallmarks of the firm’s approach, as highlighted by clients who appreciate the ability to be seen quickly and receive focused assistance.

Conclusion & Recommendation

Stan DiLiberto, CPA, CFP, Inc. presents itself as a dependable and client-centered firm offering a diverse range of financial services. Their commitment to accessibility, combined with consistently positive feedback, makes them an excellent choice for individuals and businesses seeking professional financial guidance. We strongly encourage anyone in need of comprehensive financial support to explore their services further. To learn more about their offerings and schedule an appointment, we recommend visiting their website at cpaadvisor.com.

👍 Reviews of Stan DiLiberto, CPA, CFP , Inc.

kathleen K.

5/5

Stan did a great job for us. At the last minute, we needed some paperwork filled-out and he did it without hesitation. All in space on an hour and half. He saw us ASAP...Really appreciate the time he spent with us. I definitely would recommend Stan.

Angela B.

5/5

I have been having Stan do my taxes for 15 years now. He is knowledgeable, professional and helpful. He is a nice guy who cares about his clients/customers. Highly recommend!

Kristie M.

5/5

Stan took on my extremely messed up tax returns and straightened them out for me. He gets a perfect rating!

Lauren A.

5/5

I called Stan to get a second review on my taxes filed and advice for future tax preparation and planning. Stan took the time to speak with me over the phone and I didn't even have an appointment with him. He was very nice, professional, knowledgeable and helpful. Will definitely file my taxes with him next year.

Whitney J.

5/5

Stan was beyond amazing! I contacted him five days before the Tax deadline and he was able to fit me in last minute. He was very thorough and took his time going through everything! We will definitely use him again in the future!

David S.

5/5

I have now gone to Stan for the past two years for my taxes and he has exceeded my expectations each time. Stan has gone above and beyond with advising on property related questions as well as with LLCs. I would highly recommend Stan and his office for you income tax needs. Thank you,.

Holly H.

5/5

Stan was recommended to me by some very dear long time friends, and I haven't been disappointed.
The first year he took me in at the last minute, when suddenly my circumstances had changed and I couldn't do my taxes myself.
He goes over everything with you and explains it all, while trying to save you as much money as possible.
I was afraid it would cost a lot, but he charges per form, so it's very reasonable.
I feel very confident and at ease with him. I would happily recommend him.

Don

5/5

After reading reviews and researching Stan and his team, I made a call to his office. I was literally transferred to Stan. He was working with another client and said he would call me back, which he quickly did. We worked through what I should and shouldn't do, with patience and caring. He took the time to ask good questions to help me make the best decisions. And now days, anyone who actually care enough to go the "extra mile" and not just the "extra buck", is someone to work with...and recommend.