*Note: CPAs may specialize in different areas. Be sure to check credentials and service offerings.*
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.
*Note: Every CPA operates a bit differently. Don’t hesitate to ask questions before committing.*
*Tip: Organize your documents in advance to save time and ensure accuracy.*
*Note: Preparation helps you make the most of your CPA’s expertise.*
*Note: Every CPA is different — take time to find one who fits your goals and style.*
8300 Utica Ave #283
Rancho Cucamonga, California 91730
My experience with G&S Accountacy and with Lorena has been outstanding. I have worked with her for over a year now and she has been very helpful every time. She's fast and effective and she cares about you and your business. She will treat every problem and task is if it was her own and take care of it on a timely manner. She has helped us so much and we are grateful! :)
I would have to wright a book to explain everything this company has messed my life up causing Major stress, money, confusion, and leaving me completely unaware of what is going on. I use to never get anything from the IRS, but now I get something from them almost every week telling me that I owe them more money. Here is something that was just to much. I asked them since I just sold one of my rentals, as far as my taxes go, would it be good or bad to sell another one this year. Now this was a question I as
I have been utilizing the services of G&S Accountancy for almost a year now, and I cannot express enough how satisfied I am with their exceptional service and expertise. From the moment our company engaged with their services, I immediately noticed a significant difference in the management of my financial affairs. Lorena Contreras is a trusted advisor who goes above and beyond to ensure everything we need is done on a timely manner. She works hard and pays attention to every detail. Her ability to explain
I've been using G&S Accountancy for a long time. Very professional and helpful. Did our ifta audit. I've been doing my taxes with them since day one.Very professional...
I have known Prety for over decade now. I have used G&S Accountancy services for multi partners small business with complex structure. She was able to guide us on many topics and maximized the efficiency. She is very prompt, professional, efficient and knows her stuff. I would highly recommend her.
G&S Accountancy has been nothing but a blessing in disguise for my company. They advised me prior to starting my company, they helped me start my company and they have helped me with all the accounting and taxes. They are truly experts in their field and I trust them completely. Their passion, customer service and wealth of knowledge in what they do make them a real 5 star company.
I Can't be happier with the service i receive from G&s, very professional always respond very quickly to any question i have. preety is been handling our accounts for few years and very thankful for her services. i recommend her big time.
AJ Johal & his team are simply the best! Accounting/ book keeping/ filing taxes doesn't get easier than these guys make it seem like. My previous accountant screwed up things for my companies & these guys helped me from day 1 to get everything back on track. Preety Gupta also helped me thoroughly to complete a successful audit on a company we are planning on purchasing! Extremely professional & helpful!
Thank you G & S Accountancy for the great job you do for us! We appreciate all your hard work, dedication and support.
It is a pleasure to work with G&S Accountancy!
Great Service & Attentive.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.