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Campbell Financial Services, Inc

Campbell Financial Services, Inc

Reviews Summary

Customers consistently praise the exceptional service, professionalism, and expertise provided. Many highlight the personalized attention, clear communication, and willingness to go above and beyond to secure the best loan options. The team is described as trustworthy, patient, and highly knowledgeable, making complex processes smooth and stress-free. Multiple reviews mention long-term relationships and repeat business, emphasizing honesty, integrity, and a genuine focus on clients' best interests. Strong recommendations are common, with many noting they wouldn’t consider other lenders.

About This Listing

Bookkeeping
Payroll
Tax Preparation
Tax Planning
IRS Representation
Financial Advisory
Real Estate
QuickBooks
Xero

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

Bookkeeping
Payroll
Tax Preparation
Tax Planning
IRS Representation
Financial Advisory
Real Estate
QuickBooks
Xero

Contact Information

Address

4181 Flat Rock Rd #250

Riverside, California 92505

Visit Website Call Now Get Directions

Hours

Sunday Closed
Monday 9AM-7PM
Tuesday 9AM-7PM
Wednesday 9AM-7PM
Thursday 9AM-7PM
Friday 9AM-6PM
Saturday 9AM-5PM

Customer Reviews

Honest, fast and attentive. Thank you Patrick and April for the best customer service I have received for my home loan and purchase needs. They helped me with a new home purchase and a refinance all under one roof. I wish I found you guys sooner. If you are looking for a refinance on your loan or need a real estate agent call these guys 1st. Thanks again Campbell Financial and Investment One!

I recently bought my second home with the help of Campbell Financial Services, and I am grateful for the expertise and industry knowledge provided by Patrick. Despite the challenges in today's market, I didn't expect to find a home that would meet my requirements and budget. Patrick's extensive knowledge of loan options and industry expertise helped make it a reality. Patrick went beyond the call of duty to secure the best possible interest rate for me, even beating out rates that my friends, who were als

I have used Campbell Financial Services multiple times through the years. His high quality of service and availability is impeccable. Patrick?s honesty and integrity will Keep me coming back when his assistance is needed. He has assisted my family members as well, I will always refer and hold him and his company in the utmost highest regards. Quality, Honesty, and Integrity are hard to find, and they are all within this company. Thank you Patrick for always looking out for my best interest... Sincerely wit

Campbell financial is my go to company when I need to pull out money from my Equity to pay off bills.. Patrick the the best works super fast to get you the best Option out there.. thank you Patrick I really appreciate you ??

Absolutely amazing service and results! I presented Patrick with the worst mortgage situation ever in hopes he could turn my dire situation around. I had taken out a HERO loan for Solar that ended up to be a scam, I was paying an enormous amount in taxes each year, my house payment was extremely high and had a financial situation that did not make me the most attractive to banks. Patrick was up front with me from the beginning and indicated that refinancing my current loan was going to be a lot of work on

I was referred to Patrick through my uncle who was buying a house in 2009 and recommend i call too. Patrick was really knowledgeable about each loan and helped through my home purchase. To this day 11 years later we still keep in contact. I would recommend Campbell Financial Services every time

Campbell Financial Services was a blessing for us! Patrick was knowledgeable and professional and walked us through the process every step of the way. He went above and beyond and we felt like we had a friend that we were doing business with.

I purchased my first home, on my own, with Campbell Financial. I was ignorant to the process and Patrick was patient, helpful, and trustworthy. Without his guidance, I could have been taken advantage of and made huge errors with everlasting, negative consequences. I have also refinanced several times with Campbell.

Patrick always goes the extra mile for everyone. He is extremely knowledgeable and provides great communication! I have complete "peace of mind" when he is handling a loan transaction - and trust him 100% that he is on top of everything.

Highly recommend Campbell Financial Services! I Have known kevin for quite sometime. Very professional in going over your tax returns efficiently and in a timely manner. Explains it thoroughly and responds back fast. I would not choose anywhere else. I am overall very satisfy and would give 10 stars if I could.

We are very thankful for Patrick, he is professional and answer all our questions he made himself available, he refinanced our home. We will definitely reach out to him in the future. Great experience, we recommended our friend and he was also pleased with his service. Thank you, Fernandez

Patrick helped us in many ways with our loan. If you need any help or information on loans, he's the guy to talk to.

My wife and I loved working with Pat. He helped us purchase our home. Pat made everything so easy and he was very informative. We are definitely coming to him again when we purchased our next home.

I've always gone to Campbell financial for all my lending needs. They've helped me so many times with buying a house, refinancing, and advice on when to invest in a new property. They always put my financial stability above everything else. I've always told all my friends and family to go to them for all their lending and have never had anyone seek another lender afterwards.

Can't say enough kind words about Patrick. Not only is he extremely knowledgeable, but he's also a great guy. Goes above and beyond to answer any and all of my questions (A LOT), and is always so happy to hear how I'm doing. Thanks Patrick, I'll be back for our next purchase!

I've been working with Campbell Financial Services for nearly 10 years. He's helped me financed 4 properties. The best thing about this institution is their personal attention to their customers. All credit to their staff and the upper management.

I was very happy with the great job Campbell financial did for me, patrick did a great job with my loan, I would gladly recommend him to anybody who needs a loan, he is very professional, thanks patrick.

Patrick is very conscientious and truly wants to help his customers.

Patrick makes the tedious stressful process easy and stream lined

Five Stars all the way around.

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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