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Accounting Firm

Financial Solutions of California, Inc

Southern California firm combining tax preparation, mortgage brokerage, insurance and financial guidance for families and businesses

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About Financial Solutions of California, Inc

Financial Solutions of California, Inc is a boutique financial services firm serving Southern California. It states it has been operating for over fifteen years and brings tax, real estate and mortgage work under one roof.

What Financial Solutions of California does

  • Tax preparation: from straightforward returns to complicated tax issues.
  • Mortgage brokerage: comparing lenders to find a suitable bank, for buying a first or next home or for a sale.
  • Real estate guidance: support around property transactions.
  • Insurance: staff hold life and property-casualty licences.
  • Planning support: estate planning, incorporations and business agreements, often with outside CPAs and attorneys.

Customers and markets

Families and business owners who want joined-up guidance instead of separate advisers. Every staff member is licensed at least as a tax preparer.

Key facts

  • Based in: Southern California, USA
  • Experience: over 15 years
  • Lenders: works with a range of national lenders

Profile written by TrustList from the business's own published information, Oct 2026.

Categories & features

Rankings

As of 2026-10-29. Organic ranks only; sponsored placements are never ranks.

What the business tells TrustList

Founded
2011 (15 years) evidence sent

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