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Apoyo Financiero Modesto

Apoyo Financiero Modesto

Reviews Summary

The reviews overwhelmingly praise the excellent service, with many highlighting the staff's friendliness, patience, and knowledge. Employees are frequently commended for their helpfulness in explaining loan processes, answering questions, and providing quick solutions. Multiple reviewers mention feeling confident and well-supported during their visits. The team's professionalism and kindness stand out, with many customers specifically recommending the company due to the positive experiences. A few note exceptional efficiency in resolving issues or securing loans within 24 hours. The consensus is highly positive, with only one negative review criticizing intrusive questioning. Most reviewers express strong satisfaction and willingness to return or refer others.

About This Listing

Tax Preparation
Tax Planning
Financial Advisory
Small Businesses
Mid-size Businesses
Individual Taxpayers
QuickBooks
Bilingual Services

Who Can Work with a CPA?

Individuals seeking tax prep, retirement planning, or financial advice
Small business owners needing bookkeeping, payroll, or tax compliance
Freelancers and contractors with 1099 income or complex returns
Couples planning finances together or managing joint returns
Investors with capital gains or rental property income
Anyone looking for year-round financial guidance and peace of mind

*Note: CPAs may specialize in different areas. Be sure to check credentials and service offerings.*

First-Time Clients

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.

What to Know Upfront:

Documentation Bring your most recent tax returns, income details, and any financial concerns
Availability Appointments fill up quickly during tax season — book early if possible

*Note: Every CPA operates a bit differently. Don’t hesitate to ask questions before committing.*

What to Bring

Government-issued ID for verification
Tax documents (W-2s, 1099s, investment summaries, etc.)
Receipts or logs for deductible expenses, donations, or mileage

*Tip: Organize your documents in advance to save time and ensure accuracy.*

Preparing for Your Appointment

Write down any financial goals or questions in advance
Check if your CPA offers virtual sessions or document uploads
Bring a notebook or use a notes app for key takeaways
Know your deadlines for filing, payments, or compliance

*Note: Preparation helps you make the most of your CPA’s expertise.*

How to Get Started

Use our directory to find highly reviewed CPAs near you. Reach out directly to schedule your consultation.

Other Helpful Info

Many CPAs offer both in-person and remote consultations
Fees may be flat-rate, hourly, or based on service complexity
Some CPAs specialize in industries like healthcare, real estate, or tech
Check for client reviews and credentials (CPA license, EA, etc.)

*Note: Every CPA is different — take time to find one who fits your goals and style.*

Features

Tax Preparation
Tax Planning
Financial Advisory
Small Businesses
Mid-size Businesses
Individual Taxpayers
QuickBooks
Bilingual Services

Contact Information

Address

1413 Crows Landing Rd

Modesto, California 95351

Visit Website Call Now Get Directions

Hours

Sunday Closed
Monday 9:30AM-6:30PM
Tuesday 9:30AM-6:30PM
Wednesday 9:30AM-6:30PM
Thursday 9:30AM-6:30PM
Friday Closed
Saturday 9:30AM-6:30PM

Customer Reviews

Went in for some information and was help by Marco. He was very knowledgeable and helpful he definitely knows what he's talking about and is a great person to go see. If I could I would give home ten starts great employee.

Came in to Apoyo Financiero to get more info on a loan. Atziri helped me and I was blown away! She was extremely knowledgeable about their loans. I would definitely recommend her for all your loan needs!

I want to thank Betty for all the help she provided during my visit. She understood my situation, answered all of my questions & was very friendly . In less than 24 hours i received my loan, thank you once again Betty!

Maria was the person that helped me. She has great customer service and got me the loan I needed fast. Highly recommend this place over any other loans

Wow, Betty thank you for the amazing service. Especially her patience and kindness. Definitely recommend her.

Thank you Betty for sitting down and taking the time to explain everything to me. i know that i had a lot of questions but im happy that i got someone that was able to answer everything that i threw at her

Marco is your guy!! He always has a smile on his face and is willing to help anyone that comes in. Pregunte por el!!

I was in a mit of a finacial crisis but they help me at apoyo financiero there nice people i was helped in the aplication by marco who was extremely nice and was help in my check my maria who was also very nice and helpful id recomend going here because they help you out

I want to thank Marcos for the help. I Recommend everyone ask for him for any assistance in getting a loan, I'm glad I found this place.

Marcos was very nice amd helpful i was not approved but was still very satisfied with the service would defiantly recomend

Thank you Marco for the great help and awesome service thank you again.

Marco was super helpful answered all my questions and concerns!

They have the best customer service!!!!!

They help me a lot, thanks ??

Marco is exellent !! ??

A very friendly environment!

(Translated by Google) Hello, I am currently a second-time client since the service that has been provided to me is excellent and fast, I believe in loans because they help you have a credit history and improve your life and financial health. Thanks to Paula for providing me with information, for that reason I am still on the path of financial support, great day. (Original) Hola actualmente soy un client for segundo ocacion ya que so servicio que se me a brindado es excellent y rapido,yo creo en los loan p

(Translated by Google) Thanks to Marco for his help. He made the loan process very easy. He was very patient and answered all my questions. I recommend everyone go to Marco if they're thinking about getting a loan. (Original) Gracias a Marco por su alluda, el iso el proceso de sacar un pr?stamo muy f?cil. Fue muy paciente y respondi? todas mis preguntas. Recomiendo a todos ir con Marco si piensan sacar un pr?stamo.

(Translated by Google) Incredible!, Apoyo Financiero is a very good company, Atziri helped me, resolved my doubts and was super kind to me, highly recommended ?? (Original) Incre?ble!, Apoyo Financiero es una muy buena compa??a, me ayud? Atziri, resolvi? mis dudas y fue super amable conmigo, super recomendable ??

(Translated by Google) financial support is a very good company and Atziri was very kind to me as he helped me a lot and resolved all my doubts, I highly recommend this company (Original) apoyo financiero es una muy buena compa??a y Atziri fue muy amable conmigo ya que me ayud? mucho resolvi? todas mis dudas, recomiendo mucho esta compa??a

(Translated by Google) Excellent service! And great attention. I was treated by a girl named atziri ??. Highly recommended. (Original) Excelente servicio! Y gran atenci?n. Me trato una chica llamada atziri ??. Altamente recomendado.

(Translated by Google) I want to thank Betty since I had a family problem in which I needed to send money to my country in an emergency, and she supported me at all times and managed to get my loan one day, thanks Betty and the financial support which I recommend that you go (Original) Quiero agradecerle a betty ya que tenia un problema familiar cual necesitava mandar dinero a mi paiz de emergencia, y ella me apoyo en todo momento y logro q en Un dia me dieran mi prestamo gracias Betty y a apoyo financi

(Translated by Google) They have the best customer service! Atziri helped me solve all my doubts! Excellent place! (Original) Tienen el mejor servicio al cliente! Atziri me ayudo a resolver todas mis dudas! Excelente lugar!

(Translated by Google) Very good place. Atziri gave me confidence by explaining how loans are handled here. I liked it and decided to take it out. I recommend the company 100%. (Original) muy buen lugar, atziri me dio la confianza al explicarme como se manejan los prestamos aqui, me gusto y me anime a sacarlo, recomiendo la compa?ia al 100%.

(Translated by Google) Maria gave me good service, answering all my questions and was very kind. (Original) Maria me dio un buen servicio contestando todas mis preguntas y muy amable

(Translated by Google) They serve you in a nice way?? (Original) Te atienden con bonito modo??

(Translated by Google) Good customer service! Maria answered all my questions. Very friendly and cordial. (Original) Buen servicio al cliente! Maria contesto todas mis preguntas. Muy amable y cordial.

(Translated by Google) Badly, they want to know everything about your life, even relatives in Mexico, they just need to ask for your horoscope, a terrible place. (Original) Mal quieren saver todo de tuvida asta familiares de mxco solo lesfalto pedir tu horoscopo pesimo lugar.

(Translated by Google) Marcos is very friendly with good knowledge of information, very comfortable with the service (Original) Marcos es muy amable con buen conocimiento de la informaci?n muy agusto con el servicio

(Translated by Google) Atziri helped me resolve my procedure with effectiveness and kindness, super efficient. (Original) Atziri me ayudo a resolver mi tramite con eficacia y amabilidad, super eficiente.

(Translated by Google) The staff was very nice, Maria Aguilar answered my questions satisfactorily. (Original) muy agradable el personal ,maria aguilar respondio satisfsctoriamente mis preguntas

(Translated by Google) Thank you, Beatriz, for helping me get a loan. I recommend talking to her! (Original) Gracias Beatriz por ayudarme a obtener un pr?stamo. recomiendo hablar con ella!!

(Translated by Google) excellent service, atziri very good job. (Original) excelente servicio, atziri muy buen trabajo.

(Translated by Google) Marco's helped me with my payment, super friendly (Original) Marco's me ayudo con mi pago super amiable

(Translated by Google) Bety gave us a very good service (Original) Bety nos dio un muy buen cervicio

(Translated by Google) I recommend them good service (Original) Los recomindio buen servicio

(Translated by Google) Excellent service! (Original) Excelente servicio!

(Translated by Google) Good service (Original) Buen servicio

(Translated by Google) Excellent service (Original) Excelente servicio

Frequently Asked Questions

What qualifications should I look for in a CPA?

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.

How do I find a CPA in my area?

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.

What’s the difference between a CPA and an accountant?

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.

How do I know if a CPA specializes in my needs?

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.

Should I check a CPA’s reviews before hiring?

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.

How can I verify a CPA’s license?

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.

What questions should I ask during a CPA consultation?

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.

How much should I expect to pay for a CPA’s services?

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.

Can I work with a CPA remotely?

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.

How do I assess a CPA’s communication skills?

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.

What red flags should I watch for when screening a CPA?

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.

Should I choose a CPA from a large firm or a solo practitioner?

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.

How often should I meet with my CPA?

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.

Can a CPA help with both personal and business finances?

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.

What should I do if I’m not satisfied with my CPA?

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.

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