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Apoyo Financiero Napa

Apoyo Financiero Napa

Reviews Summary

The majority of reviews highlight excellent service, with many praising the friendly, attentive, and well-trained staff. Customers appreciate the fast, efficient support and the accessibility of affordable loans, often mentioning positive experiences with financial assistance. Some note the company's reliability over years of use. A few critical comments mention room for improvement in service quality, but these are outweighed by overwhelmingly positive feedback. The overall sentiment is highly favorable, with gratitude for the helpfulness and kindness of the team.

About This Listing

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.*

Contact Information

Address

2987 Jefferson St

Napa, California 94558

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

This place has the best service ever. They explain to you all you need to know about the loans and what you need to get what you need. The employees are very attentive and helpful.

(Translated by Google) The staff was very friendly. And the loans were affordable and instant. Thank you for everything. (Original) El personal muy amable. Y los pr?stamos asecibles y al instante. Gracias por todo.

(Translated by Google) Thankful to the staff for all the support they give us and for always having such friendly staff. (Original) Agradecido con el personal por todo el apoyo que nos brindan y que siempre tengan personal tan amable.

(Translated by Google) Well, thanks to financial support I was able to go on vacation with my family. For the first time to Disneyland. Thank you (Original) Pues gracias a apoyo financiero pude ir de vacaciones con mi familia. Por primera vez a disneiland. Gracias

(Translated by Google) I am giving one star for the service they have, it is bad but they can improve their services and I give them 5 stars Financial support it is good that they lend money but with their requirements that ask to be crazy (Original) Estoy dando una estrella por el servicio que tienen es malo pero pueden mejorar sus servicios y les doy 5 estrellas apoyo Financiero es bueno que presten dinero pero con sus requisitos que piden estar locos

(Translated by Google) Excellent service, very trained staff to help you (Original) Excelente servicio personal muy capacitado para ayudarte

(Translated by Google) I have had these loans for years and they are always there when I need them, thank you for your attention (Original) Ya tengo a?os con estos pr?stamos y siempre est?n ai cuando los necesito gracias por su atenci?n

(Translated by Google) Thank you Financial support.and your assistants.for the Kindness and (Original) Gracias Apoyo financiero.y sus asistentes .por la Amavilidad y

(Translated by Google) Very attentive and very fast service (Original) Muy atentos y muy rapido el servicio

(Translated by Google) They have good service and quality (Original) Tienen un buen servicio y calidad

(Translated by Google) Good service friendly people (Original) Buen servicio gente amable

(Translated by Google) Excellent (Original) Exelente

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.