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Lobb & Plewe, LLP

Lobb & Plewe, LLP

Reviews Summary

Consensus: Lobb & Plewe consistently receives top ratings for exceptional professionalism, expertise across various legal areas, and personalized client service. Clients praise their efficiency, thoroughness, and ability to simplify complex matters while treating clients like family. Their team is highly recommended for business, tax, estate planning, and corporate needs, with many long-term clients citing trust, cost-effectiveness, and outstanding results as key strengths.

About This Listing

Business Consulting
Tax Planning
Entity Structuring
Estate and Trust Tax
Mergers and Acquisitions
High-net-worth Individuals
Real Estate
Professional Services
Complex Situations
Multi-state Experience

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 Planning
Entity Structuring
Estate and Trust Tax
Mergers and Acquisitions
High-net-worth Individuals
Real Estate
Professional Services
Complex Situations
Multi-state Experience

Contact Information

Address

4160 Temescal Canyon Rd Suite 202

Corona, California 92883

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

We have been clients for this firm for over 15 yrs. They have truly provided the best experience we have ever had with any law firm. Not only have the looked out for us business-wise Mark Lobb has personally seen us through some of the most difficult years we had financially and this law firm has helped us with our Living Will and estate planning as well. We truly believe in this firm and refer any businesses to them as we have complete trust in their integrity, character and putting the client first. The

Mark Lobb, Tim Plewe and their team, are passionate and professional with a great commitment to the families and businesses they serve. It was very apparent from the moment I interacted with their firm, that the entire staff is extremely knowledgeable, efficient, and effective. I highly recommend Lobb & Plewe for all needed legal business and estate needs.

I have been introducing my CEO clients to Lobb & Plewe law firm for many years. They have strong capabilities across most of the areas that mid-size privately-owned companies need. For years, I have been urging my CEO clients to create and maintain a strong external strategic team that includes a law firm, bank, CPA, etc. Lobb & Plewe have proven to be a very effective external strategic team member for many companies.

Mark Lobb is my go-to expert on a wide range of corporate matters. He understands our business culture and provides prompt, straight-forward, excellent guidance. Easy to work with and I highly recommend Lobb & Plewe!

We have had the need and opportunity to use the attorneys at Lobb & Plewe for more than ten years. They not only take care of your legal needs they also educate you along the way. They help you understand all the option so you can make the best decision for you and your entity. I have personally used them for business, labor, intellectual property, tax and estate planning. I would rate them a 5 out of 5 in all aspects. Joel Guth

Such a great team at Lobb & Plewe, LLP. They took on our case and ended up with such great results and we never stressed or worried during the whole process. They set our minds at ease, and handled every bit of it in such a great professional manner. Thank you so much. You will always be the ones we turn to in all of our legal matters.

Lobb & Plewe covers a broad range of practices, and is a great place for one-stop solutions for legal needs. They invest time in getting to know their clients personally which greatly enhances the level of service and advise. Highly recommended!

I have had Lobb and Plewe represent me on multiple occasions, and the service I received was beyond exceptional. They are not you average Law firm, but treat you and your case with the utmost importance and confidentiality. If you looking for legal representation, you need look no further. Lobb and Plewe team thank you, you made me feel like family.

I can not imagine trying to handle all the necessary paperwork and intricacies of buying a business without the help from Lobb & Plewe. They had great advice and helped me with all the contracts, lease agreements and set up my corporation with professionalism. Sara, Thank you for making this such an easy process. Your advice and knowledge was amazing. Most of all thank you for stopping me before i made mistakes and errors that would have cost me thousands. Thank you Lobb & Plewe for being part of my team

Lobb & Plewe, LLP has been (for 2 decades) an excellent resource for me and my clients. As a practicing Financial Planner with credentials in taxation, I know I cannot execute documents; that's not just because it's illegal, it's also because I am not skilled in either the Science or Art of Law. Having trusted & competent relationships with law firms is essential for me to provide services to my clients. Lobb & Plewe, LLP is head and shoulders above my other relationships and I know my clients are receiv

As a small business owner I have found Mr. Lobb and his office to be very considerate of my needs. They are direct and straight to the point. They were referred to me by a family friend and I am honestly very happy with their outcomes.

Worked with Lobb & Plewe for 10 + years providing value strategies/service in a professional and efficient manner. Big firm expertise with a small firm feel, client for life!

Highly qualified attorneys with a strong grasp of the law and all of the relevant changes/regulations. Both the legal and office staff treat the client like family and go out of their way to ensure that you receive the best representation possible. Would highly recommend.

I have done business with Lobb & Plewe, LLP for several years. They handle all of my legal work. All legal matters handled efficiently and cost effectively. I would recommend them to anyone.

All the partners and associates at Lobb and Plewe, LLP are professional, diligent and extremely thorough in executing all of our concerns and issues. I would recommend them highly without reservation.

Great job with Tax Issue. Aaron and the team were invaluable determining tax information and suggestions and execution to achieve a very desired outcome. Professional Team!

Kevin Abbott is the Cats "Meow", outstanding work in support of our HR and EDD issues, highly recommend Lobb & Plewe

We have appreciated the prompt responses and professionalism that we have received from from Lobb and Plewe.

Great law firm that is extremely professional. I highly recommend their services.

Incredibly professional with their work! They get the job done right!!

Incredible professionalism and attention to detail. Would highly recommend.

Exceptional professionalism and a reliable network of attorneys.

Very professional law firm, highly recommended

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.