Back to Directory
Apoyo Financiero San Pablo

Apoyo Financiero San Pablo

Reviews Summary

Most reviews praise the service for being fast, efficient, and friendly, with many highlighting helpful staff and easy loan processes. Several mention specific positive experiences with customer service. However, a few criticize high interest rates, unprofessional behavior, or misleading requirements, leading to dissatisfaction. The majority of ratings are 5 stars, reflecting overall satisfaction, but some 1-star reviews point to significant issues for a minority of customers.

About This Listing

Tax Preparation
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
Financial Advisory
Small Businesses
Individual Taxpayers
QuickBooks
Bilingual Services

Contact Information

Address

3340 D-1, San Pablo Dam Rd

El Sobrante, CA 94803

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

Lady there with tattoos is very unprofessional and rude. Do not recommend at all. I didnt even get to finish my paperwork because her attitude was disgusting! Could not stay there any more! Please hire professionals that know how to properly explain terms and conditions!

Thank you so much! The process was really easy and nice people ????

Fast, easy, fast response, and very nice people. I was able to get the funds that I needed.

Everyone is very polite, and all the process was very fast.

(Translated by Google) The loan from 3000 to 76 months of 90.85 is expensive, it would be paying 6,904.6 too high. Better not even mothers....there are some...they said another one is going to fall.in debt Pure riata (Original) Sale Caro el prestamo de 3000 a 76 mese de 90.85 saldria pagando 6.904.6 demasiado alto.mejor ni madres....hay se ven...qe dijeron otro q va caer.en deuda Pura riata

(Translated by Google) A place that, depending on oneself, can provide a lot of help and the opportunity to grow. I have been a client for 5 years, knowing the place where education and respect are responded to with education and equal respect, always with hard-working people, trying to help in the same way. It is always more possible, if before coming, the client has thought through and planned well to request, use, manage and pay a loan, they will work with you in the same way that both client and busines

(Translated by Google) Good service, excellent place to get my first loan and credit, kindness to the staff, they treated me great, very good detail, and my credit score thanks to them!!! I recommend!!! (Original) Buen servicio excelente lugar para sacar mi primer pr?stamo y cr?dito, amabilidad con el personal, me trataron genial, muy buen detallado, y mi puntaje de cr?dito gracias a ellos!!! recomiendo !!!

(Translated by Google) Excellent service. Of the 3 times I have made transactions with this company, this was one of the best. Lizet was so kind and was able to help me with whatever I needed. Thank you very much Lizet (Original) Excelente servicio. De 3 veses que eh hecho transacciones con esta compa??a esta fue una de las mejores. Lizet fue tan amable y pudo ayudarme en lo que necesitaba. Much?simas gracias lizet

(Translated by Google) Excellent service!!! And the people are very friendly!! Thanks for the support... now I will have my new car! (Original) Excelente servicio!!! Y las personas son muy amables !! Gracias por el apoyo... ahora tendr? mi carro nuevo!

(Translated by Google) Many thanks to Lizet for her help, the process of my application was very efficient and fast, good customer service and very professional ?? (Original) Muchas gracias a Lizet por su ayuda, muy eficiente y rapido el proceso de mi solicitud, buen servicio al cliente y muy profesional ??

(Translated by Google) Personally, in my experience, it is very good that there is financial support, they helped me with the loan without any problem, thank you for the support.....the excellent staff, very friendly staff...I recommend them.....thank you (Original) Personalmente en mi experiencia muy bueno que exista apoyo financiero me ayudaron a el pr?stamo sin ning?n problema gracias x el apoyo .....el personal excelente personal muy amigables ..c los recomiendo.....gracias

(Translated by Google) Thank you for all the support you give us and your beautiful kindness for everything and my friends and family I recommend you go through financial support thank you for everything and your beautiful employees (Original) Gracias por todo el apoyo que nos dan y su linda amabilidad por todo y mis amigos y familia les recomiendo pasar por apoyo financiero gracias por todo y su lindas empleadas

(Translated by Google) Very bad service, you speak via twitter and they give you information and you go in person and they ask for other information.....if they gave me the option of not giving even one star, I wouldn't give it..... (Original) Muy mal servicio hablas pir twlwfono y te dan una informacion y vas personalmente y te piden otro tipo de informacion ..... si me dieran la opcion de no dar ni una estrella no la daria.....

(Translated by Google) very good financial, good customer service, efficient and it is very easy and fast to obtain the loan that one needs. I invite you to visit financial support!! (Original) muy buena financiera , buen servicio al cliente, eficiente y es muy facil y rapido obtener el prestamo q uno necesita . los invito a que visiten apoyo financiero!!.

(Translated by Google) ? Ami, I was approved for a loan and I am very happy thanks to financial support, I recommend them?? (Original) ? Ami me aprobaron un prestamo y estoy muy feliz gracias a apollo financiero selos recomiendo??

(Translated by Google) It is a very good option for monetary aid, accessible payments, very good service and they approve you very quickly (Original) Es una muy buena opci?n de ayuda monetaria pagos accesibles muy buena atenci?n y te aprueban muy r?pido

(Translated by Google) L?zet and Esperanza are very kind and do their jobs very well. Thank you for having people like that. (Original) L?zet y esperanza son muy amables asen sus trabajo muy bien gracias por tener personas asi

(Translated by Google) Very friendly, good service and easy loans (Original) Muy amables buen serv?o y facilidad en los pr?stamos

(Translated by Google) Good customer service, and very efficient, very friendly, (Original) Buena atencion al cliente,y muy eficaces ,muy amables,

(Translated by Google) Thank you Miss Yeny Neria for your castomer service. (Original) Gracias se?orita Yeny Neria por su castomer service.

(Translated by Google) The service to get a loan was fast and good. (Original) Fue r?pido y bueno el servicio para obtener un pr?stamo

(Translated by Google) An excellent job, very professional and very efficient, (Original) Un exelente trabajo muy profesionales y muy eficientes,

(Translated by Google) I REALLY LIKED APPLYING HERE, EVERYONE IS VERY ATTENTIVE (Original) ME GUSTO MUCHO APLICAR AQUI SON MUY ATENTOS TODOS

(Translated by Google) Good immediate service and bad for the loan (Original) Buen servicio inmediato i falicidas al prestamo

(Translated by Google) It is a lie that few requirements ultimately come out that do not pass (Original) Es mentira que pocos requisitos al ultimo salen que no lo aprueban

(Translated by Google) Very high interest rates are not worth it 33% per year (Original) Inter?s alt?simos no vale la pena 33% anual

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

(Translated by Google) an asset. (Original) eselete.

(Translated by Google) Very good service (Original) Muy.buen.secicio

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.

Skip to main Home Best CPA's Nearby Upgrade your plans English Avatar for Nico Bottema Welcome, Nico Bottema! Share Install the tag on your site to get access to all features, tools and the insights you need. It's fast and easy. Site ID: 6455700 Get started with the tag installation 1 Copy this code. 1 2 3 4 5 6 7 8 9 10 11 Copy code 2 Paste the code into the of every page where you want to track user behavior or collect feedback. 3 To make sure everything is ready, verify that your code was installed. Verify installation OTHER WAYS TO INSTALL Install with a team member’s help Install on a platform Install with a npm package Explore the demo Take a tour of the product with realistic data to explore. Explore demo site Common questions View all Course How do I install the tag? Collect session data for replays, heatmaps, and on-site surveys by installing a unique tag on your site. Ready to add it? Follow the instructions in this 15-minute course. Article How do I know if the tag is installed correctly? Article Will the tag slow down my site? Suggested for you Enable 2FA now Two-factor authentication (2FA) adds an additional layer of security to your account. Popular shortcuts title Feedback button Capture feedback in the wild by letting users share it at any point title Set up a Net Promoter Score® survey Measure long-term customer loyalty and happiness the tried-and-tested way. title Exit-intent survey Capture feedback before visitors leave and reduce your bounce rate Get started Interviews (new) Get real time feedback at critical times, thanks to easy, in-depth recruitment and analysis. Create project Finish your installation Surveys Feedback button Dashboard Invite team members Integrations