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MILES Financial Group

MILES Financial Group

Reviews Summary

The reviews consistently praise the financial expertise, professionalism, and clear communication of the advisor. Clients highlight thorough explanations, patience in addressing questions, and tailored retirement planning that instills confidence and peace of mind. Many discovered the advisor through his radio show and commend his integrity, trustworthiness, and ability to simplify complex financial concepts. The transition from 401(k)s to annuities is noted as smooth, with excellent follow-up and personalized service. Overall, clients highly recommend the services for retirement planning, emphasizing growth, security, and satisfaction with the results.

About This Listing

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.*

Contact Information

Address

3633 Inland Empire Blvd Ste 650

Ontario, California 91764

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've worked with Billie for over a year now and he's really helped me with my finances. I discovered Billie through his radio talk show and I listened to the program several times before I made the initial call. I was excited to meet him and discover his integrity. I've trusted him with all of my investments for future retirement and income. He's always treated me professionally and I appreciate his honesty. I feel that with his help over past financial planners, I will have more financial growth and safer

I am very impressed with the service and knowledge of Billie Miles and the Miles Financial Group. He is first class all the way. He was very thorough in explaining the different programs offered and tailored a financial plan to our needs. He really cares about his clients best interests and is professional and trustworthy. I highly recommend Miles Financial Group to anyone needing retirement or financial planning!

Billie walked my husband and me through the retirement planning process with knowledge, professionalism and efficiency. He explained all aspects of the process clearly and patiently answered all of our many questions. We appreciated his invitational approach and were very satisfied with his services. We highly recommend Miles Financial Services!

We are extremely pleased with the Miles Financial Group and the Billie Miles's show on 590am Radio. Lots of great information for retirement investment! We asked Billie to transition 4 different investment accounts into one annuity account. Billie took on the task. During the transition period Billie always answered are calls and took time with us when we had questions. He would also call us every Friday with timelines of how our investment companies were doing in closing our accounts. A couple of o

We heard about Billy Miles on a radio show 590am. on how to invest your money wisely when you retire. I retired in October 2019 and Billy helped me make this transition from a 401k to an annuity He is very knowledgeable in his financial field who helps in growing your money and beyond. He explained to me how it worked in layman terms. It was a good move for me financially. I would difinatly have Billy Miles work with me again.. Thank you Billy for all you do... Lynda Stewart

My husband and I have worked with Billy from Miles Financial Group for the last year. Our initial contact and meeting was prompt and professional. I'm retired and my husband will be soon, after listening to Billy?s radio program we liked what he had to say about financial security at retirement. We're very happy with all he's done for us, he's easy to talk to and completely explains how things work. We recommend this establishment to anyone looking for Financial advice.

I highly recommend the Miles Financial Group for your retirement planning. Billie took time to explain the the plans and the forecasted income streams. He also is was very good at following up and answering my questions.

Prior to meeting with Billie Miles, I had read an article on the do's and don'ts of hiring a retirement financial specialist and what to look for in their offer. Billie Miles met each and every one the article mentioned in order to rate the firm excellent and professional. The meeting with Billie convinced us even more we chose the right company. Thank you Billie Miles for answering ALL our questions and giving us peace of mind.

Great advice and piece of mind from a professional. He tailored a plan to meet our needs that is a wonderful supplement to our employment retirement income, social security, and other investments. We are able live our retirement in comfort and have "fun money" available for travel and entertainment. We highly recommend Miles Financial Services.

He was very professional and very helpful. I would highly recommend him. Mr. and Mrs. Long

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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