*Note: CPAs may specialize in different areas. Be sure to check credentials and service offerings.*
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.
*Note: Every CPA operates a bit differently. Don’t hesitate to ask questions before committing.*
*Tip: Organize your documents in advance to save time and ensure accuracy.*
*Note: Preparation helps you make the most of your CPA’s expertise.*
*Note: Every CPA is different — take time to find one who fits your goals and style.*
1100 Olympic Dr
Corona, California 92881
Eric Aragon and his firm Aragon Accounting has been my CPA for all 5 of my companies and manages my families personal tax related business for nearly 10 years. The difference with Aragon vs the other CPA firms that we've contracted with over our 22 year old business, is that Eric focuses on year long tax strategy, not just tax returns. It's way different when you have a CPA who understands what it takes to run a small to medium size business vs one that only knows how to file a return. I highly recommend Ar
Aragon has been a real benefit in guiding me through tricky tax planning techniques. They become indispensable consultants due to their creative thinking, in-depth financial analysis, and technologically progressive mindset. They've assisted us with the cost segregation process and ensured substantial savings through their fully digital process.
Aragon Accounting has been my trusted advisor when it comes to strategic financial planning. Their expertise in my niche has not only improved my bottom line significantly, but also showed their keen understanding of my business. Their value-driven approach and ethical practices make them an incredible partner. I am extremely satisfied with their services and have already referred them to colleagues in my space.
I was highly satisfied with Aragon Accounting's M&A advisory service. Their approach was thorough and provided exceptional value. Without their assistance, I would have incurred an additional $400,000 in taxes, although I suppose I could have managed it on my own.
After using Aragon Accounting Corporation's Outsourced CFO services, our company's financial health has never been better. Their team helped us with financial forecasting and cash flow management, allowing me to focus on growing the business instead of worrying about numbers.
Aragon's reputation in the real estate investment field made me trust them. Their guidance proved to be valuable as it helped me to achieve a 400% increase in revenue and a 50% reduction in taxes compared to the projections. I believe their services were worth the investment..
Keeping abreast of the latest tax regulations is crucial for me, and Aragon Accounting has been instrumental in helping me make knowledgeable decisions. Previously, I was misguided by another CPA team, which led to a dreadful audit. However, Aragon Accounting's method of collaborating closely with the IRS has provided me with tranquility and confidence in their adherence to compliance. I have been audit-free for years now!
The Outsourced CFO services from Aragon have been a lifesaver. As a small business owner, I couldn't afford a full-time CFO, but their service gave me access to expert financial advice without the big cost. They've helped improve our financial reports and cash flow, allowing me to focus more on running the business. I'm really happy with the results.
The services of Aragon Accounting, driven by confidentiality and integrity, have streamlined my financial dealings. Their fully digital portal simplifies the process while maintaining confidentiality. They are not merely financial advisors?they are partners.
Aragon?s strategic financial planning has been essential for our nonprofit organization. Their tax knowledge and resource optimization have allowed us to expand our outreach and support more communities.
Aragon has significantly improved our financial health by providing guidance on managing our finances and reducing taxes. As a digital marketing agency, it was important for us to have a financial partner who understood our industry.
Aragon Accounting's strategic growth support, innovative approach to tax law, and ROI-focused strategies are unrivaled. They are always one step ahead with the latest regulations. My first tax plan saved me 60k. My second saved me 75k. This year with the IP Trust and R+D stuff they have been doing, I am looking at a potential of 210k! Rare to find a team that keeps coming with new opportunities.
Aragon Accounting Corporation has been amazing. Their tax strategies saved me a lot of money, and their expertise is evident in every interaction. I highly recommend them to any business owner.
Aragon?s team has played a crucial role in our successful expansion into new markets. Their financial analysis and strategic planning have helped us minimize our tax expenses and maximize our potential for growth.
When I started my small bakery, I had no idea about the potential tax savings I was missing. Aragon Accounting Corporation stepped in and walked me through the deductions available for business owners. Their detailed tax planning process saved me thousands, which I could reinvest in my business. It?s comforting to know I have experts on my side.
I've been pleasantly surprised by the results of working with Aragon Accounting. Their innovative strategies have made a real difference in my investments, and their tech-forward approach has saved me some serious cash.
Aragon?s commitment to ethical practices and confidentiality has earned our trust. Their comprehensive financial planning improves profitability and ensures we comply with the latest regulations.
Eric Aragon's team offers superior trust structuring solutions compared to Big 4 tax lawyers. They are highly skilled and dependable, with a reputation for trustworthiness in the complex world of trust structuring.
As a trusted advisor, Aragon Accounting provided me with strategic financial planning that not only significantly improved my bottom line but also showed a keen understanding of my niche. (Which they have specific expertise in.) Their value-driven approach, coupled with ethical practices, made them an incredible partner. I've already referred them to colleagues in my space.
Using Aragon Accounting Corporation was one of the best decisions I've made for my business. Their tax planning and CFO services are top-notch. If you're a business owner, you need to work with them.
I've saved a substantial amount with Aragon Accounting's innovative tax strategies. Their expertise has consistently identified new opportunities, resulting in significant savings for me.
Aragon Accounting helped me stay updated with the latest tax regulations and ensured compliance with the IRS. Their approach has given me a sense of security, and I have been audit-free for several years now.
We have been utilizing the services of Aragon CPA's for the past several years and we have been extremely pleased with their service and dedication to our specific needs. Eric and his team are great to work with. My wife and I appreciate their thoughtfulness and communication! They are responsive, friendly, and knowledgeable, and they've brought great value to our small business. We highly recommend them!
Aragon has been a valuable advisor, helping us with tax planning strategies, cost segregation process, and ensuring significant savings through their fully digital system.
The Aragon team is unusual in being both brilliant but accessible in language. Our multi entity tax advantaged restructuring actually made sense to me with their walkthrough. We did not have anything close to this experience elsewhere. Looking forward to working more together.
Eric provided me with brilliant advice when I expanded my business into a new state. I was worried that the additional compliance would reduce my profits, but Eric helped me optimize everything from setup to ongoing reductions. Thanks to his guidance, I now have locations in 5 states and my tax rate is lower than ever. The ROI has been massive.
Last year, Eric and his team implemented sophisticated strategies that saved me over $200k. Before that, I was unaware of these strategies and thought that my margins were razor thin. They proved me wrong, and now I can focus my energy on expanding my business, instead of dealing with IRS. I am incredibly grateful for their help.
Working with Eric Aragon's group has been a pleasure. My business has benefited greatly from their attention to compliance throughout a complicated trust setup. I was able to replace my useless staff of lawyers because of the CPA I dealt with. I was guided through a trust strategy that was just what we required.
Eric and team?s wealth preservation mindset and deep financial analysis have consistently delivered. This year we were acquired and my advisor?s foresight at Aragon saved me easily over 400k. They had no issue signing NDAs for our investors and held our hand through the complex process. Life changing.
Staying up-to-date with the latest tax laws is a must for me, and Aragon Accounting has ensured that I make informed decisions. I have been misled by my past CPA team, triggering a horrible audit. Their approach, which includes working closely with the IRS, has given me peace of mind and assurance in their compliance measures. Audit free for years now!
As a small business owner, I have found in Aragon Accounting a team of financial experts who feel much more like partners in my business than contracted number-crunchers. From tax experts to bookkeeping to payroll to...[fill in the blank with any accounting-type service], Aragon Accounting has been an essential component to my small business' health and growth. The entire team comes HIGHLY recommended.
Aragon Accounting is my go-to referral partner for my high-net-worth clients. They are known for their legally assured practices, integrity, and confidentiality.
Aragon's offerings assist in optimizing earnings, reducing taxes, and delivering a remarkable ROI for digital agencies with multi-million dollar revenue.
The team at Aragon Accounting made dealing with tax rules easy. Their CFO services are really helpful for growing businesses.
We acquired two medical technology companies, and to improve our research and development efforts, we needed to optimize our tax credits. By doing so, we found new ways to reduce costs, which allowed us to hire over 50 researchers who are now working to improve healthcare. This is good news for both us and the world.
Aragon's solutions help maximize profits, minimize taxes, and provide an exceptional ROI for multi-million dollar digital agencies.
Aragon Accounting?s team, particularly See and Blake, have guided me expertly. I've never felt more secure with my family?s strategy. Truly one-of-a-kind.
Short-term strategies kept us afloat while long-term solutions future-proofed against policy changes. As a multi-generational family business, that peace of mind is priceless. Strongly recommend!
Aragon?s guidance on managing our finances and reducing taxes has greatly improved our financial health.
Aragon has been invaluable for our team's financial planning, providing stability and peace of mind.
We all know accounting is boring. Having Eric on our side lets me focus on the creative, leaving fiscal mastery in their very capable hands. Constantly batting above our weight class thanks to novel, permissible strategies. Now into our 4th year.
I was skeptical about professional tax help but was pleasantly surprised with the results. They saved me money and taught me a lot. I am now a loyal customer and promoter of their services.
I received help from experts to legally reduce the taxes I had to pay after a big acquisition. The process was stressful, but it was worth it. They are true tax experts!
Aragon's thoroughness in keeping up with tax laws has given me peace of mind that my financial decisions are in compliance.
They consistently find cost-saving opportunities and optimize our tax planning, improving our financial performance year after year.
Their tax-saving techniques have been invaluable. They have enabled me to grow without being constrained by taxation.
Eric and his associates saved me a lot of money by expertly navigating insurance regulations and loopholes. I reinvested those savings into acquisition.
Their expertise enabled me to make substantial tax savings, allowing me to reinvest the funds into growing my team.
Aragon Accounting's dedication to keeping pace with tax regulations guarantees that my tax planning remains current.
I've been really impressed with them. They saved me a ton on taxes last year, and I'll definitely be sticking with them.
Good people. I have already referred them to colleagues who have had similar experiences.
Great sales pitch but never followed through! Don?t use them!
i like this place is very nice
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.