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Journey Financial Group

Journey Financial Group

Reviews Summary

Customers consistently praise the company for exceptional service, trustworthiness, and personalized attention. Many highlight long-term satisfaction (4+ years), noting the team's proactive approach to securing optimal rates and coverage. Key strengths include professionalism, integrity, and treating clients like family. Multiple reviews emphasize cost savings, thorough financial/insurance guidance, and rapid responsiveness. The overall sentiment reflects deep confidence in the company's ability to handle diverse needs—from home/auto insurance to retirement planning—with genuine care.

About This Listing

Business Consulting
Tax Preparation
Tax Planning
Financial Advisory
Estate and Trust Tax

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

Business Consulting
Tax Preparation
Tax Planning
Financial Advisory
Estate and Trust Tax

Contact Information

Address

9431 Haven Ave #232

Rancho Cucamonga, California 91730

Visit Website Call Now Get Directions

Hours

Sunday Closed
Monday 8:30AM-6PM
Tuesday 8:30AM-6PM
Wednesday 8:30AM-6PM
Thursday 8:30AM-6PM
Friday 8:30AM-6PM
Saturday Closed

Customer Reviews

I have been with Journey for many years and they handle a wide variety of things for me. I stay with this company because of the trust I have in them (which is essential) and the wonderful customer care! They always look out for me and my needs are their first priority! I could not ask for better people helping out with my insurance and financial needs. I highly recommend using Journey above all other financial groups out there!

I've been with Journey Financial Group for over 4 years now (lost track of how long). They are the most attentive financial group I've ever worked with. When I first started with them, they were so thorough in making sure I got the best insurance coverage for me asking me what I wanted and suggesting things I didn't even think of. They weren't pushy. They genuinely wanted to take care of me. I only have my insurance with them, but I know they offer other financial advising. They are very knowledgeable in th

I've used Journey Financial Group for my financial planning for the past 5 years. Chad and Natalie have helped me purchase 2 homes, plan for retirement, and assisted me with different types of insurance plans. They are professional and always have my best interest at heart. I trust them with my finances and life planning, and they treat me like family!

A little over two years ago a friend of ours recommended Journey Financial Group to me and my wife as we were in need of a new auto insurance provider. I was a bit skeptical at first because change is difficult and in general trusting a new business is always nerve racking. Especially as something important like managing your home or auto policies. Let me tell you, after our first meeting with Chad & Natalie, they exceeded our expectations! Chad & the Journey Team quickly went into action and quoted us on

I have had my home and auto insurance policies with Chad for over five years now. Every year they make sure that I have the best possible rates and coverage. Chad and his staff provide awesome service and great rates. Thank you! PS I can't believe I waited this long to write a review!

One stop shop for all your insurance needs! Trustworthy and always handle any situation.. So many companies have you do all the work yet you are paying them for a service. Journey makes it painless and they actually do their work! Did like the teacher workshop and hope they continue in the future..

We have not only saved money with Journey - but Natalie is always super helpful and gives me the information I need quickly. Can't thank them enough!

Great company to work with. Always on top of anything we may ask.

Always informative, and always looking out for me. Good people with INTEGRITY!

Great service!!! They really care about their customers!!!

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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