*Note: CPAs may specialize in different areas. Be sure to check credentials and service offerings.*
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.
*Note: Every CPA operates a bit differently. Don’t hesitate to ask questions before committing.*
*Tip: Organize your documents in advance to save time and ensure accuracy.*
*Note: Preparation helps you make the most of your CPA’s expertise.*
*Note: Every CPA is different — take time to find one who fits your goals and style.*
517 N Mountain Ave #106
Upland, California 91786
My husband and I have been clients of Harry's for nearly three years now. He's helped us with getting the policies we needed. Harry and his staff are great! They are always keeping in touch and coming to us with changes. He is very knowledgeable and professional with the policies. I would HIGHLY recommend him to anyone in need of insurance policies etc. we are also planning on doing our IRA investment account with the lifetime income benefit with Harry as well :) we wish him all the best in life!
I've known Harry Anand for the last 8 years. He is our Insurance and Financial advisor. Me and my wife Amber have purchased Life Insurance and our children have college plans. We like the Living benefits and also, we invested money for retirement plans We like Harry very much as he is very professional and works with integrity. We have referred Harry to our friends and brothers and sisters. We feel Harry is like a family to us. Thank God, we got a very nice broker. We wish him more success and prosperity
My husband and I met Harry Anand at a luncheon we were invited to quite a number of years ago...I've forgotten how many! Suffice it to say, we have not for one moment regretted meeting and working with Harry every since. His commitment to our best interests is visible in the various vehicles we have working through Harry and AIM. The professionalism, knowledge and support provided to us has been and continues to be a tremendous experience. Our relationship with Harry is a friendship above business and a
Harry Anand has been our long time insurance and financial broker.he has always taken great care of our insurance needs. He also helped my parents when they had a hard time finding coverage harry helped them. My father since passed and luckily my mother is well taken care of thanks to Harry. We look forward to many more years excellent financial dealings. We recomend him to all of friends and familybecause harry feels lime family. Thank you very much Harry.
Harry is a wonderful person. Very easy to work with. He got us a great life insurance policy. We are very happy with the way everything is working out auto-debt, I usually don't trust the banks, but every thing is great. Like I said , Harry and his associates are very friendly and knowledgeable. Harry Anand will get you what you need.
Mr. Harry Anand has worked very hard for us in securing the financial instruments we have needed. He had to search diligently to find life insurance for my husband, due to his pre-existing conditions, but he never gave up and he found us just the right life insurance to meet our expectations. I trust him in dealing with all of our financial products. We have many diverse investments made through him and the companies he represents. Harry has ensured our financial stability for the long term. I thank him
I have known Harry Anand for the last 4 years. After I got retired from Kaiser Permanente, I transferred all my Retirement funds to one of the Retirement plan with Life time Invome benefit which Harry offered me. I am very happy that I made a good decision and will get Life time Income. When I am gone, my husband will get the same life time income. We will never outlive our money. When my mother passed away, Harry helped me to take care of her funds. He is very professional and he is always available whenev
I have known Harry Anand for the last 10 years. He is our Insurance and Financial Advisor. I am very happy with his services. The best thing is that he is always available as and when i need him. He always comes with more benefits for me and my family. I have puchased College funding plan for my children from him. I always recommend him to my family, friends and my colleagues in the hospital where i work He is also very professional and gentle person. I am very happy that our future is secured. I wish him s
Harry is a financial planner that I have known for 15 years. Fianancial planning is both a professional business and a personal business. Harry has always taken this into consideration when discussing families financial plan. He is the consummate professional. Unlike others in his profession who want to make the initial sale and never follow up Harry is head and shoulders above the competition. He is constantly reviewing the programs we have initiated to insure they are on track to meet the goals we h
My husband Brian and myself has been working with Harry for 10 years now. He had brought to us some great coverage in life insurance that really lifted weight off our shoulders. He found us a policy that we could afford and would cover us if anything would happen. He has checked up on us yearly to make sure that we do not have any questions. Keeping in touch has given us some piece of mind. Recently he has helped me on my retirement that has given me some security and now I know I will have some life t
Harry Anand had been my insurance agent for the last 13 years. He had been friendly, professional and has been the best agent anyone could ask for. He had advised us on ways tge both benefit our family and save money, as well as keeping us up to date to make sure we stay current on any changes. I have recommended him to both my friends and family and they like and respect him as much as we do. I consider him to be the best out there. His honesty and integrity makes him cut Above the rest
I Thelma Powers have known Harry Anand for the last 8 years and we have invested our retirement money with one of the retirement plans Harry had offered us and since then our money has been growing and every year we withdraw 10 percent penalty free and still our money keeps growing. Thanks Harry for helping us. We always refer Harry to my family and friends as he is always available for help on the phone or in person. I wish him more success in life. Thelma and Marvin Powers
Harry helped me secure life insurance for my entire family. He also helped me rollover my 401k into a great IRA plan. He loves what he's doing and is extremely knowledgeable in his field. What I love the most is Harry is always available to answer questions.
I have been in business with Harry at AIM Inc for over 30 years, yes I did write 30, I am retired from the medical profession, Harry helps handle our fiscal accounts as he also aided in rolling over my retirement draft which is to say no worries, "you don't plan to fail, only fail to plan". He has covered our needs also our insurance coverage's, he is by far very honest, great integrity and sincerity. My wife Bonnie and I have not hesitated to recommend his services. Be well.
I met Harry Anand a few years ago and I purchased my life insurance and my retirement plan with life time income benefit from him. My money keeps growing and I am very happy that I made a very good decision in securing my future through Harry. I purchased the life insurance for my children for their future. Thank you Harry, you met me at the time when I wanted the most financial planning help for my children. You really helped me in having piece of mind that my family is protected and secured. I am giving y
Investing your hard earned money to secure your future can be one of the scariest things you do. After meeting Harry Anand at AIM Inc. all my concerns were quickly gone. I have complete confidence and trust in Harry to secure my financial future. Harry is not only a brilliant investment broker he is someone I consider a dear friend. He is very passionate when it comes to investment knowledge and client care. I highly recommend AIM Inc. to all my family and friends cause I want their financial future to be a
We have known Harry for approximately 15 years and have been extremely happy and satisfied with all of his recommendations. Insurance policies, investments, college programs for the grandkids, you name it. We always check with Harry first. When TJ was considering retiring , Harry was one of our first calls. He is always looking for ways to improve our investments. Harry has become a trustworthy friend who is always avaiable. From day one he came off as very personable as opposed to a person looking just f
I've known Harry for about 12 years now and recommend to my friends snd family for life insurance and also investments. I'm very happy with the growth of my investments and he's always available when you need to talk or meet with him and also will text you back if he's busy. I wish everyone has a guy or gal like Harry on your side. Anthony Gaxiola.
I have been a customer of AIM Inc at the Upland location for 20 years. Harry Anand and his staff are awesome. Their customer service is great. Harry and his staff go above and beyond to accommodate all of my financial needs. I have referred several friends to Harrry's office and they are also extremely satisfied with their services.
I have known Harry Anand for couples of year and he has been great. My sister and my self have insurance with him and he has been a big help on keeping us informed and providing us help in financial services and college plans for my children. Ana De Santiago
Thank you Mr. Harry Anand for your financial guidance.We have been more than pleased with how professional and, how much knowledge you have shown us. Any questions that we had were answered with so much concern . We both feel so blessed to know that our financial needs are with AIM.We have known Harry for over a year now and, since that time he has become family. We thank God for bringing Harry in to our lives.May Gods Blessings be with you as you continue to serve others with your financial gifts. Johnnie
Its good to have Harry our family agent. We get good advice. He is always there when we need him. I know him for the last 20 years.He made a good decision,very timely by saving our 4o1k money. He switch our 4o1k money into annuity. That was a very wise decision on time.
Harry is the best in his profession. I have been his client for many a years. His staff is very helpful and knowledgeable and eager to help. I have recommended many of my friends and family to him. Thank you Harry for your help.
We've known Harry for the past 5 years and he's always treated us professionally and like family. He is very knowledgeable about his products and answers every question we have. I would recommend him to anyone.
Harry has been wonderful. For the last 6 years his knowledge and experience has been invaluable to my current and future needs financially. I would recommend him to any and everyone.
Harry Anand it has been a pleasure meeting and working with you thank you for being so hands on and informative. Looking forward in continuing our business relationship. We will be sure to tell all our friends and family about you! Thank you, Larry and Ana Blue
I Want to thank Harry for providing such completely professional services. Accurate and adequate insurances that met our needs and requirements. Retirement fund programs that will help us ensure a better retirement. No sales pressure just professionalism. Thank you so much.
When harry first came to our home he was so proffesional and nice he explained everything in detailed about our policies and other offers that his company had to offer, whenever I have called his office and he is not there his very nice assistant would always take a message and Harry would call us back the same day, he is a very good agent and he knows the business well he will not tell you a bunch of none sense or lies, whatever questions we ask he always answer the questions and show us in writing to back
Received a couple phishing emails asking for my personal information I think they were hacked
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.