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Dewey Mc Donald & Carrillo Inc

Dewey Mc Donald & Carrillo Inc

Reviews Summary

Overwhelmingly positive reviews highlight exceptional service, with many clients praising the team's professionalism, expertise, and warm, welcoming atmosphere. Long-term clients (some for decades) emphasize trust, personalized care, and strong investment results. The office is frequently described as comfortable and friendly, making tax/investment processes enjoyable. A few negative reviews cite issues with communication or the referral-only policy, but these are heavily outweighed by enthusiastic 5-star ratings celebrating the team's knowledge, dedication, and ability to simplify complex financial matters.

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

1282 W Arrow Hwy #200

Upland, California 91786

Visit Website Call Now Get Directions

Hours

Sunday Closed
Monday 9AM-7PM
Tuesday 9AM-7PM
Wednesday 9AM-7PM
Thursday 9AM-7PM
Friday 9AM-5PM
Saturday Closed

Customer Reviews

My household has been working with Dewey, McDonald, & Carrillo Inc, since 2007. My parents grew their portfolio with Julia for more than 30 yrs. She is really helpful and knowledgeable in her field. She does it all. Businesses, trusts/estates, investments, taxes, and financial advising! Her team are helpful and knowledgeable as well. If you need a good CPA you can count on them.

Having Dewey, McDonald & Carrillo Inc. handle my investments is the best decision I?ve made! Julia always overlooking my stocks with great information on future and present investments. Also want to thank Carmalena & Jake for all their help in processing my investments. I look forward to my appointments with this wonderful team! See you all in October!

A previous co-worker referred us to Julia Carrillo about 16 years ago. My husband and myself have been seeing her since then. She?s been managing our taxes and investments and we learned a lot from her. Being our financial advisor, Julia guides us on our financial portfolio management with ease due to her being honest and trustworthy. Julia and her overall staff are truly helpful, caring, professional, courteous and kind. They maintain a working environment that fosters a warm, friendly, encouraging and ple

This company has been doing my taxes/investments for over 25 years. They have always been cordial, professional and made me feel like I was their most important client. I highly recommend Julia and her team.

This is BY FAR the coolest, most chill, and most informative tax place I have EVER been to. I ALWAYS recommend this place to friends. The price may scare some away, but I think it is worth it.

Visiting Julia's office is like visiting friends. They made my husband and I feel very comfortable. Two words to describe Julia and team are "friendly professionalism". It is obvious Julia is passionate about what she does. My stocks are doing great. I know more about the stock market than I ever did before. They explain things in layman's terms. I would recommend them to a friend. Thanks. julia, for creating such a wonderful atmosphere.

Julia Carrillo and her team are nothing short of badass. They know what they are doing and know more than you or your current tax person knows, guaranteed! The sure do make filing your taxes a good ol' time too. They are fun, fabulous and anyone with half a brain should give them one try to know what they are missing. Love you guys, been seeing my lovely Julia over 20 years now and refer her anytime I can!

They reel you in with a great storyline of what they could do for you. But neglect to follow up with their clients. How is it my fault for your lack of communication? How dare I be yelled at by Julia. Insane behavior coming from this woman because I called to complain of a lack of communication and follow up. Absolutely just added stress to my tax season and never again will I ever use services here. Lack of morals and respect.

Julia Carrillo and her staff are absolutely outstanding ptofessionals! If you are looking for an experienced CPA and need help with fighting off the IRS, FTB, or anyone else... Julia is the "GO TO" person! She has you covered! NO JOKE! My husband and I have been with Julia for 18 years and have never felt more happy and protected.

They have a web site and ask for your name email and phone number but yet they do not take on NEW business - they will only work with you only if you are referred to them?? Makes absolutely NO SENSE but maybe i saved myself a headache with this firm - so remember REFERRAL ONLY - no new business

We?ve been going to Julie for almost 10 years now AND WE LOVE HER AND HER TEAM!!! I refer her to my family and closest friends... sorry for all the people not in her circle!!! That one star review is bogus and they don?t know what they are talking about!!! YAY JULIE AND TEAM!!! See you soon!!!! CHEERS!!!!J.C.

Julia and her associates have been taking care of us for many years. It's been fun to watch the business grow. Great, down to earth people.

They are great! The offices are like a living room and they welcome you in. What is usually an unpleasant time (Tax Time) we left feeling happy and look forward to using them in the future to assist in our money planning.

WARNING!!! I just called this business to set an appointment to do my tax return and I had the worst customers service and I feel discriminated by them telling me that they cannot provide me with a service because I have not been recommended by anyone, and they take clients by recommendation otherwise they won't be able to provide me with their service. I definitely not recommend this business it doesn't looks professional and they are really disrespectful and at certain point you feel discriminated. Don't

We love this place! We have been coming here for almost 10 years! Every single person who works here is amazing, attentive, and thorough! Best tax experience every time!

Love Julie! Been going to her for 17 years! Thank you so much for your service.

Impressive cpa firm. Very organized with computerized system and efficient service. Professional at what they do. Friendly and stress free atmosphere!

I WANTED TO GIVE THEM 50 STARS, BUT COULD ONLY LIGHT UP 5. NEVER IN A MILLION YEARS DID I THINK I'D SAY (I LOVED HAVING MY TAXES DONE!!) AND LOOK FORWARD TO OUR NEXT VISIT. THEIR OFFICE IS ONE OF A KIND:).. IT TRULY HAS ALL THE COMFORTS OF HOME & YOUR FAVORITE HANG OUT ALL IN ONE WHILE TAKING CARE OF BUSINESS. STAFF WAS NOT ONLY VERY PROFESSIONAL, BUT ALL EXTREMELY KNOWLEDGEABLE & FRIENDLY. WE WERE ASKED AT LEAST 3 TIMES WHILE WAITING TO BE SEEN IF THEY COULD GET US ANYTHING. OH!!! AND WONDERFUL

Always come away stress free from doing my taxes.

There are family not just our account!!!

Highly educated professionals.

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.