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← Back to Top 109 Bookkeepers in the Los Angeles-Long Beach Area, CA (2026)Everwise Tax & Finance
Evidence Score 53/100 at 83% evidence coverage 23 of 109 on the Los Angeles-Long Beach area list How the score works
What we could verify
- Registered business?
- Not verified
- CPA license or firm permit?
- Not verified (searched the state board)
- Publishes prices?
- Quote only (stated)
- Local or remote?
- Local + remote
- Software?
- QuickBooks Online
3 of 5 answered from a dated source.
Documents 4 of 5 core services; states it prices by quote.
Score breakdown
Dark bar: points earned. Grey bar: the weight we could check.
Evidence
| Claim | What the source shows | Source | Points |
|---|---|---|---|
| Business name | Everwise Tax & Finance | home page | |
| Website | https://everwisetaxandfinance.com/ | home page | |
| Office locality | Pasadena, CA | home page | |
| Phone | +16262172272 | home page | |
| Offers bookkeeping | Documented: Tax Preparation & Bookkeeping | Everwise Tax & Finance All Services & Pricing Service pages Tax Preparation &... | home page | |
| Monthly bookkeeping | Documented: ...entry Budgeting & Forecasting Cost Hidden cost of your time Flat monthly fee Discuss Monthly Bookkeeping Common questions Do I have to switch to QuickBooks Online? We work... | /bookkeeping-financial-organization | 8 pts (max 8) |
| Catch-up / cleanup | Documented: ...What specific services are included? We offer Tax Preparation & Planning, Monthly and Cleanup Bookkeeping, and Personal Finance Education with Small-Business Guidance. Services... | /services | 5 pts (max 5) |
| Payroll coordination | Documented: ...readiness & tax guidance When an S-Corp may make sense, reasonable compensation basics, payroll and admin tradeoffs, and what to track. Quarterlies & deductions No-surprise... | /about | 4 pts (max 4) |
| Month-end close + reporting | Documented: ...scope and pricing before paid work begins. Book a Free 30-Minute Consultation Monthly Close Checklist (PDF) · Tax Preparation & Planning · Compare all Everwise services Scroll to... | /bookkeeping-financial-organization | 6 pts (max 6) |
| Software supported | QuickBooks Online | /bookkeeping-financial-organization | 5 pts (max 5) |
| Local / remote model stated | Local + remote | home page | 3 pts (max 3) |
| Pricing approach published | Quote only (stated): "flat-fee pricing" | /bookkeeping-financial-organization | 6 pts (max 6) |
| What is included / excluded | Documented: ...month You provide timely records and approvals; Everwise handles the bookkeeping work included in the agreed scope. Accuracy Prone to manual errors Professionally reconciled Tax... | /bookkeeping-financial-organization | 5 pts (max 5) |
| Onboarding described | Documented: ...portal for all document uploads and e-signatures. Book a Free 30-Minute Consultation How it works: Simple, secure, and organized 1 Book your consultation Schedule a free 30-minute... | /bookkeeping-financial-organization | 4 pts (max 4) |
| Communication channel / process | Documented: ...service, scope, timing, and price before paid work begins. 2 Share What We Need Use the secure portal for tax or bookkeeping documents. For an education session, bring the... | home page | 3 pts (max 3) |
| Working contact route verified | [email protected] (mail server found) | DNS check Third-party Nov 5, 2026 | 2 pts (max 2) |
| Privacy / data-handling page | Documented: Privacy Policy | /privacy-policy | 2 pts (max 2) |
Checked and not found
- Not documented. Checked 8 pages of the firm's own site on 2026-09-26 (Firm's own website): AP / AR (0 pts, max 4); Industries served (documented) (0 pts, max 5); Reporting cadence stated (0 pts, max 4); Named contact / team (0 pts, max 3).
- Not verified. Searched California Board of Accountancy licensee file (DCA public licensee data) for CPA firm records named 'Everwise Tax & Finance' on 2026-09-26: no matching record (State accountancy board): Active CPA firm or individual license (state board) (0 pts, max 8).
- Not verified. Searched the IRS PTIN holder file (updated 2026-02-23) for business name 'Everwise Tax & Finance' in Pasadena, CA on 2026-09-27: no matching preparer record (IRS preparer records): Bookkeeping designation (AIPB/NACPB) or IRS preparer record (0 pts, max 6).
Searches that find nothing are not a mark against a firm. How we search.
Not verified (not checked yet, so each scores 0 and counts against coverage): Service area; Current QuickBooks ProAdvisor or Xero advisor listing (0 pts, max 6); Entity found in the state business registry (0 pts, max 6); Operating 1+ year (registry formation date) (0 pts, max 5).
Check it yourself on the state's own records: California Board of Accountancy license search and business registry search.
- Working contact route verified: The email address the firm publishes is on a domain that accepts mail (MX record present).
Data limitations
- 20 of 23 evidenced items come from Everwise Tax & Finance's own website and are labelled self-reported.
- No ratings or review counts are published here. Why.
Is this your firm?
Claim this listing to correct a field with evidence, or report a correction. Claiming confirms ownership only; it does not change the score.