*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.*
1973 Foothill Pkwy #111
Corona, California 92881
John has prepared out taxes for more than a decade now. He is super knowledgeable and very professional. He always took the time to answer all the questions we had. John went above and beyond to ensure we get all possible credits and whatever deductions we qualified for. He was always a great advisor for tax planning as well. John is excellent in communication and has always been very prompt with responses. We will definitely be using John as our realtor too once we're ready to upgrade to a new house. Highl
For over 11 years, John has been handling our tax preparation with honesty, professionalism, and reliability. His experience and knowledge make him a great resource for understanding tax matters and helping you make well-informed decisions. He always provides thoughtful advice and ensures everything is handled with care. If you need help with your taxes, I highly recommend John. You can feel confident that he will guide you through the process and provide the support you need. Know that you'll be in good ha
I cannot recommend John highly enough! As a CPA, they bring a level of professionalism, knowledge, and attention to detail that gave me complete peace of mind throughout the entire tax process. They took the time to understand my specific situation, answered all my questions clearly, and found deductions I didn?t even know I qualified for. Everything was done promptly and accurately, and I truly felt like I was in the best hands. If you're looking for a trustworthy, responsive, and highly skilled tax profes
I?ve been working with John for my tax services, and I couldn?t be more satisfied. They are knowledgeable, professional, and incredibly efficient. Every step of the process was smooth and clearly explained, and they made sure I got all the deductions I was eligible for. I truly appreciate their attention to detail and timely communication. Highly recommend them to anyone looking for reliable and trustworthy tax support!
If you are looking for someone to do your taxes look no further! Go to John! He is the best honestly! He is very professional, great communicator with I and other clients. He is very trustworthy, I assure you with him you are in great hands. I would recommend him to everyone who needs help with taxes services or real estate. Appreciate his support, advice?s and his patience.
John has been preparing our LLC tax filing for years. He is extremely savvy and takes time to explain the process and steps needed. His recommendations saved us thousands of dollars, it is very helpful that he's also in the real estate biz. You need someone like John who knows the business inside out to get the best out of your investment journey. We couldn't be more satisfied!
John is amazing!! He explained everything to me, provided me with all the information I needed, made it very simple and easy and got it done quickly! Tax season might be stressful, but not if you have John helping you. I wasn?t stressed for even a second. I will use John every year going forward. Highly recommend! Thanks so much John!
Before you start any trip, make sure of your companions because they are the ones who will make it enjoyable or miserable. In many cases, a careful choice makes you see the future of the trip and its results. This is what happened when John Yanni was chosen to accompany us on our new home buying trip. He is a professional person who knows very well what he is doing to make you feel comfortable at every step. He is honest to the extreme and the most important thing that distinguishes him in my opinion is his
John is a highly competent, hard working, sharp, and professional realtor that puts the interest of his clinets first every step of the way. He also has a wonderful and experienced support team that's one of the best I've worked with to ensure the success and seamlessness of the process, and respove any issues. Our experience with John exceeded all our expectations. From the first day we worked with him to look for a home, he has consistently went above and beyond in every interaction to get us where we wa
John is a great guy to work with, he is very professional and passionate about his work, and he makes sure to explain every step along the process.
Amazing experience with an amazing agent John has helped us sell our home above asking and he made the process seamless He hosted countless open houses and was very patient to get us what we needed Truly amazing Really recommend him for any purchase or sale
Truly recommend for any transaction Best agent we saw Patient and made the process seemless
Best experience with honest and efficient CPA covering all concerns #John Yanni
Excellent service, top notch service. Great guy
John is very reliable and trustworthy.
Excellent service and one of the best
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.