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Cornerstone Wealth and Tax Advisory Group, Inc.

Cornerstone Wealth and Tax Advisory Group, Inc.

Reviews Summary

The reviews overwhelmingly praise the advisor's honesty, professionalism, and exceptional client care, with many highlighting long-term trust and satisfaction. Most commend the attentive service, personalized financial advice, and reliable investment products. A single negative review mentions communication issues and unexpected behavior during transactions. The consensus reflects a highly reputable advisor with a strong track record of client satisfaction and dedicated staff support.

About This Listing

Tax Preparation
Tax Planning
Financial Advisory
High-net-worth Individuals
Individual Taxpayers
Risk Management

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

Tax Preparation
Tax Planning
Financial Advisory
High-net-worth Individuals
Individual Taxpayers
Risk Management

Contact Information

Address

1540 Eureka Rd STE 103

Roseville, California 95661

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

Doug Clancey is honest, caring and professional. I encourage anyone to do a free audit of your finances and you will be amazed at what you are paying a financial planner in fees. It is at no cost so you have nothing to lose.

I am financially independent because of the investments I have made with Cornerstone Wealth and Tax Advisory Group. Doug Clancy has a mission to give quality customer service to each client, and he succeeds on every level?timeliness, active listening, compassion, understanding and financial wisdom! His office staff Jenna and Lilly are always polite, friendly and helpful?no matter what your question or concern is. I am so grateful Cornerstone is in my life. They make me feel special as a human being a

If you want your nest egg in good hands, Doug is the guy who will make sure your retirement fund is safe & protected. His staff & team provide the best customer service for all his clients. Doug is trustworthy & honest with his clients. We are truly blessed to have met him as our financial advisor.

I had my money with Doug's firm for long time, but because of my illness, I had my husband monitor and manage the transactions. Doug had so many problems with my husband without legitimate reasons and delayed transactions. My information was exposed without my participation, which caused so much headache. Only till recently I had to withdraw some fund and asked for surrender forms, he behaved totally different, like he doesn't know me, which is such a contrast to his image just a couple of months ago when

Doug Clancy is very experienced, professional and provides best options for your financial future based on your individual needs, even if that isn't one of his investment products. My wife and I have been one of Doug's clients for 13 years and I wouldn't trust anyone, other than Cornerstone (Doug), to look out for me and my personal investments.

Without a doubt, the absolute best place for anyone looking for a down-to-earth good person to trust with your investments. Doug Clancy is the guy. He goes beyond the expected in service. I cannot express my gratitude enough for him. The entire staff is wonderful!

Doug is awesome, best financial advisor ever

Doug Clancy is wonderful he takes care of his clients. He prides himself on being honest. Very reputable company and advisor. Thank you Doug

Doug is an attentive professional. Cornerstone is a wonderful family run business.

Doug is great .. love the fixed annuity product and latest bonus. Safe and generous!

Doug is amazing!! He is always spot on and really takes care of his customers !!

Always helpfull. Very honest and trustworthy.

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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