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Apoyo Financiero San Bernardino

Apoyo Financiero San Bernardino

Reviews Summary

The reviews overwhelmingly reflect positive experiences, with most customers awarding 5-star ratings for excellent service, friendliness, and efficiency. Many highlight quick loan approvals, helpful staff, and clear explanations of processes. Several reviewers specifically recommend the service for financial assistance. While the majority praise the company, a few negative reviews mention unfulfilled promises, poor communication, or rude behavior. Common themes include appreciation for professional, respectful treatment and gratitude for timely financial support during difficult times. The consensus suggests a generally reliable and customer-oriented service with occasional inconsistencies in follow-through.

About This Listing

Tax Preparation
Tax Planning
Financial Advisory
Small 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
Individual Taxpayers
QuickBooks
Bilingual Services

Contact Information

Address

1353 W Mill St Suite 115

San Bernardino, California 92410

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

I called twice and they hung up on me. I'm not sure if it is because I only speak English but I guess I have to go in person to the office. They won't be able to hang up on me then.

HORRIBLE !!! The people who work there throw a fit with you they hang up on you ... They dont even bother to call you back on your loan status I applied with them to get a loan my income is $1200 every two weeks so its pretty good but these people dont even care i gave them copies of my pastdubs and they lose it over and over i waiting a month already and they dont call so i give up they could of had another customer.... Dont ever go here there are better places out there

They dnt keep.Their word on the 24 to 48 hour of approval of application or not . All i wanted was if i was approved or not ! The kept on telling me we will let you know by today and they never did . They just kept on hanging up my calls and i went through 5 different people working on my application ..

Thank you so much for the help you guys offered me. I got my loan so fast and with a good rate. I really recommend this place if you guys need help with a personal loan.

Apoyo financiero san bernardino, continuously helps me out, I've gotten approved twice and in the hardest times, they seem to understand and keep helping me. I would recommend them to anyone who needs a little help now and then!

This place provides great customer service, I came in to the store to get some information and the person that helped me was very professional and helpful! I will get all my paperwork and come back for a loan

Worst service ever we needed a loan and my husband has good credit and they didn't approve us because of one bad thing in his credit that he didn't do they asked us for statements of banks and rent receipt and said that they would review it and never called the lady that attent us was so rude.

Yes, I would tell my family and friends to come in check out Apoyo for a loan.The employees treat you with opened arms.they make feel welcome.Please come in.

I called this place for information and the person who answered was very friendly and professional. answered all my questions! Will soon visit and apply! Thank you!

Good place and friendly people got help whit my 3 loans

I Recommend Getting a loan from this place super friendly staff with excellent customer service.

Everyone was very friendly and efficient. Thank you Vanessa for everything.

Really good experience all the employees are really respectfull

Quick service and they are very nice people

I was provided whit good service

Good customer service by eliy

Very helpful in every need

(Translated by Google) They treated me very kindly and cordially in every way. Excellent staff, very attentive in explaining the loan and the terms. I recommend them whenever you need their services. I assure you they were as satisfied as I was. (Original) Ellos me atendieron con mucha amabilidad y muy cordiales en todo, excelente personal y muy atento en explicar el pr?stamo y las condiciones. Les recomiendo a ellos para cuando necesiten de sus servicios, les aseguro que quedaron muy satisfechos de la man

(Translated by Google) Very good service and very friendly staff. I 100% recommend them. (Original) Muy buen servicio y el personal muy amable 100% se los recomiendo

(Translated by Google) I received super friendly service from the people who work at this office, always smiling and willing to help. I highly recommend them! (Original) Me dieron un servicio super agradable las personas que trabajan en esta oficina siempre est?n con una sonrisa y dispuestos a ayudarte. Los recomiendo!

(Translated by Google) Excellent service, I really received the support I needed, thank you very much... 100% recommended... (Original) Exelente servicio, realmente el apoyo que necesecitaba he recibido, muchas gracias...100% recomendable ...

(Translated by Google) Very good service, very friendly (Original) Muy buen servicio muy amables

(Translated by Google) Excellent service, very friendly and very good workers. I recommend them. They explain the loan in detail so that you don't have any problems, you can go without worrying. It is a very nice service and everyone is very kind and very attentive. (Original) Excelente servicio muy amables y muy buenos trabajadores se los recomiendo te explican detalladamente .Lo del pr?stamo p paraque no tenga ning?n problema pueden ir sin preocuparse es muy bonito servicio y todos son muy amables y muy

(Translated by Google) Very good, fast and easy service. Very friendly staff. 100% recommended. (Original) Muy buen servicio rapido y facil. Personal muy amable. 100% recomendados.

(Translated by Google) Very good service and very good loans to overcome any problem d $ ak help us is recommended go ahead I recommend it (Original) Muy buena atenci?n y muy buenos pr?stamos p salir adelante cualquier problema d $ ak nos ayudar es recomendable adelante se los recomiendo

(Translated by Google) They gave me good service and were very kind to assist me, thank you very much (Original) Me dieron un buen ser vicio y fueron muy a mables para atenderme muchas gracias

(Translated by Google) Very good service, the people are very kind and the loan was very helpful to me, thank you for your financial support. (Original) Muy buen servicio las perdonas muy amables y el pr?stamo me sirvi? mucho gracias apoyo financiero

(Translated by Google) If u guys need money this it's the right place trust me they will help you I got take advantage of the same day This is the place if you are looking to lend money, they give you help and explain all your questions, good place, they approved me the same day, thank you ???? (Original) If u guys need money this it's the right place trust me they will help you I got aprove the same day Este es el lugar si es ke buscas ke presten dinero te brindan ayuda y te explican todas tus prefuntas

(Translated by Google) They treated me very well and have excellent service. (Original) Me trataron muy bien y tienen un exelente servisio

(Translated by Google) Very good service all well recommended (Original) Muy buen servicio todo bien recomendado

(Translated by Google) I am satisfied with the service they gave me, they were very attentive and treated me with patience and kindness, thank you for financial support ?????? (Original) Estoy satisfecha con el servicio q me dieron fueron muy atentos y me atendieron con paciencia y amabilidad gracias apoyo financiero ??????

(Translated by Google) I am super satisfied with the loan company, financial support, they provide excellent treatment, and everyone is very professional, I recommend this company 100%?? (Original) Estoy super satisfecha con la compa?ia de prestamos,Apoyo financiero,le brindan a uno un exelente trato,y todos son muy profesionales ,recomiendo esta compa?ia 100%??

(Translated by Google) Excellent service. The workers are very friendly and respectful. (Original) Excelente servicio. Los trabajadores son muy amables y respetuosos.

(Translated by Google) Thank you very much you have good service and are very friendly (Original) Muchas gracias tienen buen servicio y son muy amables

(Translated by Google) They were very kind, they resolved my loan very quickly. (Original) Fueron muy amables me resolvieron mi pr?stamo muy r?pido

(Translated by Google) I like the service and how they explain everything step by step to you (Original) Me gusta el servicio y como le explican a uno paso a paso todo

(Translated by Google) I called for information and the person who helped me was very kind, thank you Ely!!!! (Original) Llame para information y la persona que me atencio fue muy amable gracias Ely !!!!

(Translated by Google) It was a very good service. Thank you so much (Original) Fue un my buen service. Muchas gracias

(Translated by Google) Very good service without much delay (Original) Muy buen servicio sin mucho demora

(Translated by Google) I leave you this comment for financial support, so if they granted me the loan I needed, thank you (Original) Les dejo este comentario para apoyo financiero ke eyo si me isieron el pr?stamo ke ocupaba grasias

(Translated by Google) good service, very friendly (Original) buena atenci?n muy amables

(Translated by Google) They are very fast and all the staff are very friendly. (Original) Son muy rapidos y todo el personal es muy amable.

(Translated by Google) Thank you very much for your excellent service (Original) Muchas gracias por su servicio exelente

(Translated by Google) Very good service and friendly (Original) Muy buen servicio y amables

(Translated by Google) Recommended excellent easy and fast service (Original) Recomendado excelente servicio f?cil y r?pido

(Translated by Google) Very good, I recommend it (Original) Muy bueno, se los recomiendo

(Translated by Google) Very good service. Very reliable. He. Staff (Original) Muy .buen .serviso. Muy able .El. Personal

(Translated by Google) Very good service (Original) Muy bien servicio

(Translated by Google) Excellent service, I recommend it. (Original) Excelente servicio se los recomiendo

(Translated by Google) They have very good service (Original) Tienen muy buen servicio

(Translated by Google) Thank you very much I won't make you feel bad (Original) Muchas gracias no les voy a quedar mal

(Translated by Google) Service, professional, friendly and very clear. (Original) Servicio, profesional, amable y muy claro.

(Translated by Google) Very kind and help as much as possible (Original) Muy amables i ayudan a lo maxsimo

(Translated by Google) Very good company (Original) Muy buena compa?ia

(Translated by Google) They treated me very well (Original) Me atendieron muy bien

(Translated by Google) Thank you financial support for helping me when needed (Original) Gracias apoyo financiero por ayudarme cuando se necesita

(Translated by Google) Excellent services thank you (Original) Exelente servicios gracias

(Translated by Google) I like it, the financial support is good (Original) Me gusta apoy? finansero es bueni

(Translated by Google) Professional and fast attention. (Original) Atencion profesional y rapida.

(Translated by Google) What a good service (Original) Que buen servicio

(Translated by Google) Very cool Serbian (Original) Mui macnifico serbisio

(Translated by Google) Very kind (Original) Muy amables

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

(Translated by Google) Thank you (Original) Gracias

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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