*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.*
4855 E Butler Ave
Fresno, California 93727
Apoyo financiero did an amazing job. Jessica went above and beyond to get me the loan that I needed. She genuinely showed interest in my needs and gave great customer service. I will definitely be recommending my friends and family to her.
Great place! All the staff is very helpful! A special thanks to Jessica for making everything much more easier to understand! She's so sweet and has great customer service!
Great service, Staff is always so friendly . Very helpful and understanding , they try their best to help you out. I totally recommend it. My credit score was ghost and they help me start up my credit.
Jessica did a outstanding job. Made everything so easy to understand. Very friendly and helpful. Definitely recommending to friends and family
Great place! Very helpful! I really like the quality of this center, thank you to the kind workers who are always on the lookout to help. I recommend Apoyo Financiero! Definitely a 5 star!!!
have been behind 2 payments because of a new job i got and they keep harassing my family and friends and myself going to my home calling every day going to my parents home and also calling them constantly i have gotten a loan before from Oportun and i had late payments with them as well and i have never had to deal with this kind of problem before it just isn't right and they will threaten with making a Legal Demand for just 2 late payments!!! its ridiculous!! They do violate the (FDCPA) law! i know i have
Great place. Friendly staff and professional. I was helped by Jessica Macias; she was wonderful & very helpful definitely recommending to Fam&Friends.
Friendly staff, i was helped by Jessica. She was vary helpful and understanding. Pleased with her services.
The people there are amazing. Yareli is an efficient worker. Very great service.
Sure they helped but in all reality they have predatory loan practices. (The company not the employees)
Rosely Arreola branch manager very helpful with everything give you an answer right away I recommend her...
Time after time they violated The Fair Debt Collection Practices Act (FDCPA).
Great Customer service from Jessica!!!
(Translated by Google) What unprofessional people. First, they told me I had excellent credit and that they would send my application to rescue. At first, I don't know what rescue is. They said yes and then no. The management is terrible with a very bad attitude, so they have jobs for us. I truly understand that if I don't qualify, it's fine, but why did they say yes and then no? They were also very rude, and there were other customers there complaining. The manager was arguing with another customer. They s
(Translated by Google) I have never found another better place than this good service ?? (Original) Nunca encontr? otro mejor lugar que este buen servicio ??
(Translated by Google) Very good service from everyone, especially Miss Jessica for assisting me so kindly. (Original) Muy buen servicio de parte de todos en especial a la senorita Jessica por atenderme tan amablemente
(Translated by Google) Very good service... Thank you very much to Jessica for helping me and giving me very good service (Original) Muy buen servicio... Muchas gracias a Jessica por hacerme ayudado y dareme muy buen servicio
(Translated by Google) Very good service, my husband has renewed 3 times and the branch manager Rosely is very kind. I recommend them. (Original) Muy Buena atencion mi esposo ha renovado 3 ocaciones y la branch manager rosely muy amable se Los recomiendo..
(Translated by Google) Excellent place. They have great customer service, 100% recommended. (Original) Excelente lugar. Tienen un servicio al cliente buenisimo, 100% recomendado.
(Translated by Google) Very good service. Thank you Miss Rosely Arreola for your attention (Original) Muy buen servicio.gracias se?orita rosely arreola por su atencion
(Translated by Google) Financial support is very kind and especially Rosely Arreola was very attentive with everything, I really liked her service. (Original) Apoyo financiero son my amables y especialmente Rosely Arreola era my atente con todo, me gusto mucho su servico.
(Translated by Google) Excellent service I recommend Rosely Arreola, very kind (Original) Excelente servicio recomiendo a Rosely Arreola muy amable
(Translated by Google) Excellent service! Very friendly customer service! (Original) Excelente servicio! Muy amable el servisio al cliente!
(Translated by Google) Good customer service especially from the worker Yareli Rosales (Original) Buen servicio al cliente especialmente de la trabajadora Yareli Rosales
(Translated by Google) All staff very friendly and very good opportunity to establish credit (Original) Todo el personal muy amable y muy buena oportunidad para establecer cr?dito
(Translated by Google) Good service and all the staff are very friendly (Original) Buen servicio y todo el personal bien amables
(Translated by Google) Excellent service from all of the Fresno office, especially Shadia, I recommend their service. (Original) Excelente servicio de todas de la oficina de Fresno especial Shadia los recomiendo su servicio
(Translated by Google) Many thanks to all the financial support staff especially Jessica mug burn service Thank you (Original) Mucho gracias a todo el personal de apoyo financiers en especial a Jessica mug burn servicio Gracias
(Translated by Google) Those from Fresno have excellent service. I recommend Shadia. (Original) Los de fresno tienen un excelete servicio les recomiendo a Shadia
(Translated by Google) Good service from Shadia U I recommend them (Original) Buen Servici? de Shadia U los recomiendo
(Translated by Google) They almost even ask you if you are wearing underwear. Very bad service (Original) Casi te preguntan hasta si traes calzones. Muy mal servicio
(Translated by Google) Satisfied with your help.... Thank you for your support... ???? (Original) Satisfecha con su ayuda .... Gracias apoyo... ????
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.