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Certys Financial Inc

Certys Financial Inc

Reviews Summary

Most reviews praise the exceptional service, efficiency, and professionalism, with many highlighting quick loan closures (some in under 3 weeks) and clear communication. Several mention seamless processes for first-time buyers and commercial loans. However, a few negative reviews cite issues like misleading loan terms, poor communication, or unexpected fees, resulting in frustration. Overall, positive experiences dominate, with many recommending the service for its responsiveness and expertise.

About This Listing

Bookkeeping
Accounting
Payroll
Tax Preparation
Tax Planning
IRS Representation
Financial Advisory
Small Businesses
Mid-size Businesses
High-net-worth Individuals
Individual Taxpayers
Real Estate
QuickBooks
Xero
State-Specific Experience
Multi-state Experience

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
Accounting
Payroll
Tax Preparation
Tax Planning
IRS Representation
Financial Advisory
Small Businesses
Mid-size Businesses
High-net-worth Individuals
Individual Taxpayers
Real Estate
QuickBooks
Xero
State-Specific Experience
Multi-state Experience

Contact Information

Address

11801 Pierce St Ste 200

Riverside, California 92505

Visit Website Call Now Get Directions

Hours

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

Customer Reviews

I truly appreciate the help I got from this whole team. As a first time home buyer they made the process so simple and easy and had amazing communication the whole time. Definitely recommend to new and old buyers if you want someone in your corner who truly have the CL best interest in mind!

I can't say enough good things about Rashmi and her assistant, Andrew. I secured Rashmi?s services with only 10 days remaining to close escrow, and she absolutely exceeded my expectations. From day one, both she and Andrew were on top of everything ? providing daily morning updates, working efficiently, and clearly communicating exactly what was needed from me. They made the process incredibly smooth, supplying updated loan estimates promptly and taking the time to explain every step in detail. Their trans

I am thrilled to share our experience with our home loan agents, Rashmi and Andrew, who truly exceeded our expectations. From the moment we began the process, they were attentive, knowledgeable, and dedicated to making our home loan experience as smooth as possible. What impressed us the most was their incredible efficiency; they closed our loan in just 7 days! This quick turnaround was essential for us, and their proactive approach ensured that every detail was handled with precision. They kept us informe

Venky & Chris at Certys saved my deal & made my loan process easy!! As a first time buyer to commercial real estate, I made the mistake of using bank to help me with my SBA loan. After submitting my offer it all turned into a nightmare and I almost lost my deposit. My realtor connected me with Certys Financial and they took it from there and all I can say is just, WOW! Once I submitted the financials and answered their questions, they worked diligently to rapidly find a firm solution. Other issues popped up

Made my loan process easier and very very quick. Without any hassle. We were able to close the Escrow in less than 3 weeks. Thanks to Rashmi for amazing customer service. With prompt replies for any queries we had. All the best.

Great! There is no better place to get a mortgage! I don't know anything about Mortgage. Smith is are very helpful and he took care of all from start to finish. Treated us like family, helped us understand the process and answered our questions patiently., handled everything accurately and professionally. I highly recommend Certys Financial when you need a mortgage.

Exceptional customer service. Rashmi Devnani is highly recommended. I've got my loan approved at no time. She was very easy to talk to and very thorogh about each and every details. Bottom line she knows the business inside out and guided me on each step. Thank you Rashmi, you're the best. My lovely house wouldn't be possible without you. Again, thanks Rashmi and Certy's. Houston, TX

Bait and switch. After the credit check, they gave me a great loan offer and said it was locked in. Then they went quiet for awhile and were very hard to get ahold of. When closing came, they gave me a closing disclosure that was nothing like the initial loan offer, including higher interest rate and fees. Had to start over with a different lender, and unfortunately interest rates had gone up in the meantime. Certys cost me a lot of money.

I got Certys Financials information from a friend and I reached out to Certys team. They were prompt to understand my financial needs and understood exactly what I was looking for. They were very professional and responsive to my needs and were open to sharing as much information. The quickness in making progress was very satisfing. In the COVID times keeping all the precausions in mind Certys got me in touch with finance group. The team aslo walked me through every aspecing of the closing disclousre to hel

First thing I really appreciate loan officer Paden and manger Sidney help go through whole processing time. I try refinancing with loan depot last year, nothing go through about two months end I have late payment for my mortgage.This Paden and Sidney so professional always help me out figure out the way make everything work.Certys financial inc I highly recommend for my friends who need refinance.Thanks lots and make my life easier.

I have use the services twice to complete a mortgage loan for me,and each time there has been a level of professionalism from start to finish that I come to appreciate.

Before i order my appraisal i ask if everything was good before I pay for it, guy says yes. Now i am out thst money because debt ratio is to high.

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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