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Conquest Financial

Conquest Financial

Reviews Summary

The reviews consistently highlight exceptional service, with frequent praise for the broker's professionalism, expertise, and responsiveness. Customers appreciate the seamless, stress-free experience, noting thorough communication and a customer-first approach. Many emphasize securing excellent rates and smooth closings, even in challenging circumstances. The team is commended for making complex processes easy to understand and treating clients like family. Highly recommended for their honesty, efficiency, and dedication to providing the best possible outcomes.

About This Listing

Business Consulting
Tax Preparation
Tax Planning
Financial Advisory
Small Businesses
High-net-worth Individuals
Foreign Nationals
Individual Taxpayers
Real Estate

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

Business Consulting
Tax Preparation
Tax Planning
Financial Advisory
Small Businesses
High-net-worth Individuals
Foreign Nationals
Individual Taxpayers
Real Estate

Contact Information

Address

9520, 1/2 E Las Tunas Dr

Temple City, CA 91780

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

Stan is as professional as it gets. Not only is he smart, thoughtful, and a downright nice guy to work with, but his years of experience and in-depth knowledge of the industry and market conditions will get you the best deal available--likely better than you had anticipated. I highly recommend Stan and his team, and he'll be my first call for my next real estate transaction.

Will totally be recommending Stan to anyone I know who needs home financing! From my first call to the day of closing, he was always so responsive, insightful, and able to explain the process and financing details so that it was easy to understand. I was putting off refinancing for months because I was dreading the process, and Conquest made it so easy, FAST, and painless. Thanks again Stan!

We met Stan way back in 2013. He came highly recommended by a family member and we were able to close a refi with him extremely quickly. Fast forward 7 years later to 2020, when it came to take advantage of the drop in rates we reached out to Stan again. We are so happy that we did! Not only did he lock a great rate in for us, Stan quarterbacked everything so that we were able to close on-time without a hitch (much appreciated in this stressful COVID-era we're all experiencing). Stan and his team are exemp

I highly recommend this company and have already told friends about it. Emmanuel and Stan are truly on top of everything, answered all my questions and concerns right away and kept the process moving which is what i found other companies to lack. I was previously working with another mortgage company who took days to get back to one of my questions. Emanuel and Stan really made me feel like my refinance was important and kept me updated on the progress of it everyday. They made everything pain free

Highly recommend Stan and his team, Stan was beyond helpful in our refi process, we never doubted that he had our best interests in mind throughout the whole process. He treated us like family and was sure we got the best rate possible. Stan was so responsive, he answered every question clearly, he was very passionate about his profession, it was a pleasure working with him!

Stan Guo made the purchase of our hopefully forever home a breeze. Him and everyone from Conquest Financial who assisted with the process were a dream to work with. If you're looking for your forever home like us, don't hesitate to work with Stan?s company! Thank you Conquest Financial for everything!

Even though Stanley's only job was to process the mortgage, he went above and beyond to help guide us thru the entire home buying experience, and that alleviated a lot of stress and confusion on our end. I highly recommend Stanley to anyone looking for an honest mortgage broker, and a thorough communicator, who puts the customer first.

Stan is by far the best in the business. He made the entire experience very seamless. My loan closed with very little headaches or stress because Stan was there the entire time guiding things along.

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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