About
Stan DiLiberto, CPA, CFP, Inc., located in Seal Beach, California, is a reputable firm run by a certified public accountant and financial consultant. With years of experience and expertise, they offer reliable bookkeeping services to individuals and businesses alike. By utilizing their professional services, clients can ensure accurate financial records and gain valuable insights for their financial decision-making processes.
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Reviews for Stan DiLiberto, CPA, CFP , Inc.
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After researching and thinking I found a good match for my needs, I contacted Stans office and spoke with Cindy It was a very busy time and I was told that he would reach out soon but I would probably need to wait to set up a meeting. I waited for the corporate tax calendar to pass as well as the personal extensions time to pass, Since I had not heard from him as promised, I called back several times, mainly speaking with Cindy. My recent call last week was to ask for a referral as it seems they are too "busy" to take on new clients but instead of telling me that, offering a referral, or ANY return contact at all, I called again today.. .still so busy but when I started to get angry that NO ONE had returned my calls even to tell me They couldn't see me, all of a sudden, he's was right there. Fortunately, I recognize now that I need to contact someone else, possibly two or three people, but It would have been nice if they had told me to go elsewhere earlier.
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.
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.
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Business Hours
| Sunday: | Closed |
| Monday: | 9:00 AM - 5:00 PM |
| Tuesday: | 9:00 AM - 5:00 PM |
| Wednesday: | 9:00 AM - 5:00 PM |
| Thursday: | 9:00 AM - 5:00 PM |
| Friday: | 9:00 AM - 5:00 PM |
| Saturday: | Closed |
