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Hooks Financial Services

Hooks Financial Services

About This Listing

Bookkeeping
Tax Preparation
Tax Planning
Estate and Trust Tax
Small Businesses
Individual Taxpayers
Bilingual Services
Years of Practice
CPA License
In-person Support

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

Bookkeeping
Tax Preparation
Tax Planning
Estate and Trust Tax
Small Businesses
Individual Taxpayers
Bilingual Services
Years of Practice
CPA License
In-person Support

Contact Information

Address

1721 N Riverside Ave

Rialto, California 92376

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

I haven?t been in yet, but I made my first call to Hooks Financial Services and spoke with Chris. She was extremely polite, patient, and knowledgeable. She clearly explained the process of becoming a client and set expectations from the start, which really put my mind at ease. Based on that first impression alone, I feel confident about working with them. I plan to return as soon as tax season slows down

Been seeing Narvell for over 20 years. I trust him, obviously. I recommend him to handle your taxes. Very satisfied!!!

All the staff at Hooks Financial Services are highly competent, professional, and they truly work to improve peoples lifes, and tax responsibilities. I highly recommend this tax business to anybody living in any area code. Hooks Financial services has FIVE STAR CUSTOM SERVICE ??????????

I really could not leave a more glowing or higher level recommendation for an establishment than I could for Hooks Financial Services. Narvell is so educated and informed with current tax laws. He is always so laid back and kind regarding any matter to your personal finances. I have never once felt judged for my circumstances or for my lack of knowledge. He has always done his best to gently inform and advise me. As someone who gets extreme anxiety about taxes every single year, I can honestly say they have

Mr. Hooks has been a life saver for not only myself, but family and friends. I?ve been going to him for at least 8 years by referral of a 20 year client, and I?ve always been extremely satisfied. I love the service that?s provided because he takes the time to know each individuals needs, gives knowledgeable advice, assures and supports each clients understanding level. He also takes time to make you feel welcomed and part of the process. Not to mention, I just started a small business and he has been transp

Been going to Mr. Hooks for over 10+ years and will continue to use his services. He's honest and will work hard to get you a refund or if you have to pay back pay back the minimal. I recommend him to all my friends and family.

I have been going to Narvell for 22 years .I highly recommend his services and have sent him numerous clients and he has never let anyone down. I consider him someone you can trust and that's hard to find now days. Thank you Narvell for all your help over the years

I used to use other tax guys from family recommendations. Then I tried mr hooks and I've been coming for 3 years, he always works with me and answers my questions. I started my company and will use mr hooks to consult and help me with my finances. I highly recommend Good guy Also you don't even have to go into office to do the taxes. They emailed me what I needed and I just sent them what they needed and bam. Taxes done.

I've been with Hooks Financial over 20 years and I'm satisfied every year. Always there for me anytime of the year if I need a copy of a form or a little advice. Hooks Financial takes care of me in a personal way that I'm not going to get anywhere else, Thanks Narvell.

I have been with Hooks Financial services for nearly 20 years, they are honestly, responsible, and reliable. They assisted me in in becoming a home owner, and starting a business. This company is the best.

I?ve been using Hooks Financial for over 15 years and I will continue to use them they are very well organized, polite and they know their business

Mr. hooks financial services are knowledgeable, personable and professional! He and is team (Krystal) help me amend my taxes saving me from a the IRS and a mountain of debt! HIGHLY RECOMMENDED

Consistent and fast he?s very knowledgeable so you won?t feel confused this about to be my 3rd year filing with Mr.Hooks amazing job thank you

i have been a client of Mr Hooks for over 10 years he gives excellent and professional advise and always get my tax returns done and i always get a Satisfactory return, i would definitely recommend to my family and friends.

Very respectful Awesome place to do your taxes they help you get the money you should back on your taxes and when you need somthing and you call about your taxes they take care of you with no problem my family been coming here for years and none of us had problems I recommend this tax office to anyone thank you hooks financial services

Hooks has been doing my taxes for 20+ years great services amazing people highly recommend

He always helps with income tax every year and answers all our questions and no matter what problem you have going on your income tax he can solve It recommend him to everybody good job guys!.

MR HOOKS YOU ARE THE BEST,SENT BY GOD HIMSELF TO HELP US,YOU ARE THE MOST HONEST MAN I KNOW,THANK YOU BROTHER,MUCH LOVE AND RESPECT TO YOU AND YOUR FAMILY AMEN

He gives you very professional service and really knows his job. This is my 2nd year coming and I get all my questions answered.

Dez is awesome makes my tax season fun stressless and full of great golf conversations

Been using Hooks for 18 years now. They are the best!

Mr. Hook and his staff are top notch. They are the best!

Fast and Speedy with Kindlly Family service. The Best??

Great service! Very friendly staff.

Excellent service. Very thorough tax preparation.

Not enough stars for possible for Narvell and his team!!!

Pricey but awesome service with professional staff!

Always a good experience with them ??

professional and courteous

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.