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Cornerstone Capital

Cornerstone Capital

Reviews Summary

Customers consistently praise the exceptional service, professionalism, and expertise provided, particularly highlighting quick responses, personalized guidance, and transparent communication. Many emphasize the team's ability to secure favorable financing terms, often under tight deadlines, and appreciate the ongoing support even after deals close. The lender is repeatedly commended for going above and beyond, offering tailored solutions, and demonstrating genuine care for clients' business success. Multiple reviewers express strong loyalty, stating they wouldn't consider alternative financing partners due to the outstanding experience. The combination of industry knowledge, flexibility (including after-hours availability), and client-focused approach receives universal acclaim across all reviews.

About This Listing

Financial Advisory
Small Businesses
Mid-size Businesses

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

Financial Advisory
Small Businesses
Mid-size Businesses

Contact Information

Address

3281 E Guasti Rd Suite 430

Ontario, California 91761

Visit Website Call Now Get Directions

Hours

Sunday Closed
Monday 8AM-5PM
Tuesday 8AM-5PM
Wednesday 8AM-5PM
Thursday 8AM-5PM
Friday 8AM-5PM
Saturday Closed

Customer Reviews

we worked with cornerstone on a recent SBA loan and their service and attention to detail the entire time was top-notch. We actually started off looking for a different sort of loan but, cornerstone helped us find an even better option. Excellent communication and even calls on nights and weekends to check in. Couldn't recommend them more.

Great experience. Truly good work by David getting my small business financing needed to add a piece of equipment that will be a game changer in my work days. Cornerstone seems to truly care about the business itself and goes out of its way to make deals go through. I will recommend these guys to other small business owners I know. ????

I have worked with David at Cornerstone Capital a few times now for equipment financing for our auto shop. Every time the experience has been excellent. That's why we keep going back. Our business continues to grow and David will be the first one we contact for the next round of equipment financing in the future. Thanks David!

David followed up on annual calls showing interest in my business and after having made a loan with me he was very helpful in getting other paperwork associated in keeping the deal compliant. My hats off and I say thankyou for all the help!

Amazing experience with David! He was very helpful and not pushy at all like most lenders I've dealt with before.

David at Cornerstone Capital is professional and so easy to work with. He always looks out for our best interest. He has helped guide us through the financial journey of our business with trusted advise and direction. We wouldn't be where we are today without his help.

David was very quick to respond to our need for financing our new air compressor. The transaction was quick, the communication was great. and the terms are reasonable. Highly recommend!

I received an email from David with absolute perfect timing while being treated poorly from another leasing company. He handled my situation expediently and with complete kindness and understanding. I'm so blessed that I followed up on his email. It saved my over $90,000 over the term of the lease.

When you're needing funds for your new piece of equipment, there is only one guy that I go to ! David always takes care of me and walk me through every loan from start to finish. Giving me options is one of the best qualities. I will never go through anyone else. Steven L Due

Cornerstone Capital really helped us, and I'm very thankful for that. David Han is the company rep who handled our account, and I'm very appreciative of him helping us get this done for our new vehicle.

Great experience using cornerstone. Very professional and quick with an approval and funding!

Cornerstone Capital makes navigating the equipment financing world easy. It was a great experience to work with David. He knows financing. He is polite and provided detailed information regarding loan structures and fees. I highly recommend him, and I will definitely call him again.

I cant say enough about David Han at Cornerstone Capital. He secured a last minute loan for me 2 business days before an Auction. David walked me through the entire process. David was in contact with both the auctioneer and finance company after I won the bidding. David not only promptly returns calls, texts and emails, but follows up to see how things are going. I will personally vouch for his honesty, integrity and work ethic and highly recommend David to anyone requiring financing. Fred Pyontek

David at Cornerstone was great to work with. We've done a couple deals with these guys and they have been great to work with.

A FINE COMPANY OUT TO HELP OTHER COMPANIES SUCCEED, THANK YOU DAVID HAN ,A COOL CAT.

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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