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Apoyo Financiero Stockton

Apoyo Financiero Stockton

Reviews Summary

The majority of reviews are highly positive (5-star ratings), praising excellent customer service, quick processes, and friendly, helpful staff. Several reviewers specifically highlight efficient and professional assistance, making them feel welcomed. However, a few negative reviews (1-2 stars) mention poor treatment, inconsistent service, or excessive payment reminders. The overall consensus emphasizes great service with occasional inconsistencies in staff behavior.

About This Listing

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

Contact Information

Address

678 N Wilson Way Suite 17

Stockton, California 95205

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

The service is always great. The girls are always friendly and nice making me feel welcomed every time. I love going to Margarita she's always a pleasure to speak with every time I go.

Samantha was the individual that assisted me with my particular situation and she was absolutely more than helpful and I had a very good experience and im very thankful. Good job?? Thanks again.

The service is great!!.. every time I visit them they answer all my questions and they always look a way to help.. this time Srt. Blanca help me with my loan and she was very nice and helpfull.

They're very helpful and great customer service is just they call and bug so much about the payments even thought it's not the payment day

Andrea was most helpful and patient in answering all of my questions... great customer service!

Great customer service by Andrea Duran. She was very friendly and helpful.

Quick and nice service. Margarita was very helpful.

Good service.. margarita is very kind and helpful

The lady?s here we very helpful and friendly

Great service by andrea

Andrea Duran is very helpful.

Great customer service

(Translated by Google) Too burlesque for what they say they offer, if they like you, maybe they will help you unless they tell you that you don't even qualify for the minimum?? (Original) Demasiado burlesco para lo que dicen que ofrecen si les llegas a caer bien quiz?s te ayuden demenos te dicen que no calificas ni para lo m?nimo??

(Translated by Google) Margarita helped me and she is very good service (Original) Margarita me atendi? y es muy buen servicio

(Translated by Google) Excellent service from Margarita, kind, professional, and she explained the loan process very kindly and answered all my questions. Thank you, Margarita, for your attention. (Original) Excelente servicio por parte de Margarita amable, profesional y me explico el proceso para el pr?stamo muy amablemente contesto todas mis dudas gracias Margarita por tus atenciones.

(Translated by Google) Margarita was a good person. They have given me support when I need it. Thank you so much (Original) Margarita fue buena persona. Me han dadi apoyo cuando lo necesito. Muchas gracias

(Translated by Google) Excellent service And they are always at your service and always supporting you. (Original) Excelente servicio Y siempre est?n a tus ordenes y apoy?ndote siempre

(Translated by Google) Very good customer service, everything was resolved quickly, Mrs. Andrea Duran was very helpful... (Original) Muy buen servicio al cliente , todo lo resolvieron r?pido , La Se?ora Andrea Duran fue de mucha ayuda ...

(Translated by Google) Margarita very kind. and good service (Original) Margarita muy amable. Y buen servicio

(Translated by Google) Margarita was very friendly and made the process quick and excellent. (Original) Margarita fue muy amable y hizo el proceso r?pido y excelente.

(Translated by Google) Very good and perfect, everyone very kind, especially Margarita (Original) Muy bueno y perfecto todas muy amables especial mente Margarita

(Translated by Google) Excellent service with margarita thank you very much (Original) Excelente servicio con margarita muchas gracias

(Translated by Google) Samanta, thank you very much, it is my 4th loan and I am super happy with your attention, very nice, all the kiere mara, very good customer (Original) Samanta muchas gracias es mi 4to prestamo y estoy super contenta con su atencion muy lindas todas las kiere mara muy buen customer

(Translated by Google) The service is terrible, those who serve you treat you badly. (Original) Es p?simo el servicio te tratan mal las que atienden

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

(Translated by Google) Good service. Easy to apply. (Original) Buen servicio. Facil para aplicar.

(Translated by Google) Blanca took good care of me (Original) Blanca me atendio muy bien

(Translated by Google) Margarita.....your attention is excellent (Original) Margarita .....su atenci?n es excelente

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

(Translated by Google) I received an excellent margarita cerbicio (Original) Recibi un exelente cerbicio de margarita

(Translated by Google) Margarita good attention (Original) Margarita buena atencion

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

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

(Translated by Google) Excellent service (Original) Servicio excelente

(Translated by Google) Excellent services (Original) Excelente servicios

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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