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ClearPath Financial

ClearPath Financial

Reviews Summary

The reviews consistently praise the financial expertise, professionalism, and clear communication of the team. Clients highlight the ability to simplify complex topics, provide tailored retirement plans, and offer valuable insights without pressure. Many mention feeling more confident and prepared for retirement after consultations. The service is described as trustworthy, patient, and highly recommended for personalized financial guidance. Exceptional customer service and strategic planning are frequently noted as standout qualities.

About This Listing

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.*

Contact Information

Address

4740 Green River Rd STE 108

Corona, California 92878

Visit Website Call Now Get Directions

Hours

Sunday Closed
Monday 8AM-4PM
Tuesday 8AM-4PM
Wednesday 8AM-4PM
Thursday 8AM-4PM
Friday 8AM-4PM
Saturday Closed

Customer Reviews

Can somebody tell me where there's a button for higher than 5 stars? My husband, who would never ask for outside help regarding our retirement, asked me if I wanted to attend a retirement seminar with him. That's when we met Matt Sherman. Matt's presentation was easy to understand. He helped us identify things about retirement planning that we hadn't considered. That night, we set an appointment and after finding out exactly what WE wanted to accomplish, he organized a plan for us. While my husband knows q

After attending a presentation given by Matthew Sherman we felt confident in disclosing our finances with him without being judged. Matthew presented a wealth of information about retirement, taxes, investments and the updated state of the financial world in a nutshell. As a result, we had a consult with Matthew that has changed the trajectory of our financial future that gives us peace of mind. His knowledge of all areas provided comfort in the security of our future. We highly recommend his services. You

I went to one of the free seminars hosted by Matt and ClearPath. I was pleasantly surprised and elected to have a follow up meeting with Matt to discuss my retirement plans. I thought I was prepared, but Matt showed me a few small changes I could make that will make a big difference later on. He was extremely knowledgeable, professional and it's obvious that he loves what he does. Highly recommend Matt and his team at ClearPath. As a widow who has only my retirement contributions to rely on, I now feel muc

Planning for retirement is something we all have to think about and after working our whole lives while also trying to save for that day when it's time to transition to a different and hopefully enjoyable life, it's not easy and can be difficult to accept. I know this was the case for me, so when I decided to take this task on and actually plan for that day over a year ago, I knew I had to get help from a professional to get it right and that was just the first step. The difficult part was finding the right

I attended one of the small public seminars, and wondered what I would learn in only one hour. I was really amazed at how much I did learn; Matthew is very knowledgeable, extremely personable, and able to make complex subjects easy to understand for the lay person. Neither he nor his company are one of those hard-sell institutions. He is genuine and is serious about helping the ordinary person live well in retirement. I highly recommend Matthew Sherman and his Company, Clear Path Financial. You won't regre

My husband & I attended one of the small free public seminars he offers in local communities. While it was only an hour--we learned A LOT. We signed up for a free consultation in our home. Matthew is very knowledgeable, personable, and able to make complex subjects easy to understand for the average person. Neither he nor his company are one of those hard-sell institutions. Today, we reviewed the plans he developed. There were 3 thoughtful scenarios; he took the time to explain each and made sure we under

So I wasn't sure about using this company at first however my ex-wife had an opportunity to work with them so I went ahead and gave them a shot. basically I was blown away with Matt's service and his professionalism. I am huge on customer service and thought this guy was sharp as hell, enthusiastic, and definitely expert in his field. They are 100% committed to what they are doing and I would highly recommend their services to anyone looking for risk management or any type of financial plan.

I met with Adam shortly, just to go over the 401k funds available to me through my current employment. The information provided by him was concise and easily digestible. Not only did he point out the funds he liked and *why*, he also provided sample allocations to those funds, as well as explanations to *why* he was avoiding certain funds. I am thankful to have made this connection and intend on utilizing it again in the future.

Matt Sherman is a professional man with a strong work ethic and is trustworthy. I would highly recommend his services for people seeking to improve their financial situation.

I attended a very informative meeting with Matthew at Mayfair park. He answered a lot of my questions. Matt then came to my house and answered all my other questions . I really appreciated the information because I was very confused about my retirement

Matt is really knowledgeable and patient. Explains everything and answers all questions. Completely comfortable and trust him 100%. Would recommend his service to everyone.

Hi Mathew, after one month with your CP Financial, the stock Market goes down a couple of thousand points and my port folio hardly notice any change. I don't know what you did, but I am in awe, thank you ?? Mel Larsen a very happy customer.....

Matt and Adam are always willing to schedule a meeting on short notice, and answer questions or make any changes I request?

Wow!!!Matt Sherman you are amazing ,I'm so grateful that I meet you . You're very professional and knowledgeable and expert to your field . I will highly recommend his services to other people . He is the best.

Mr. Sherman was very professional and knowledgeable . Had a lot of good information . We learned a lot and had an option that fit our needs.

The best companies hire the best people! Matt and his team are experts in their field and provide great client service!

Very helpful. Very informative. He help me with information I was not aware of for my future. I appreciate it. Help me explain so security, Medicare, . Time well spent

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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