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Noori Financial Services Corp.

Noori Financial Services Corp.

Reviews Summary

The majority of reviews praise the exceptional service, professionalism, and expertise of this financial team, particularly highlighting their friendly staff, personalized advice, and thorough tax preparation. Many long-term clients appreciate their reliability, clear communication, and welcoming office environment. A small minority expressed dissatisfaction with responsiveness. Overall, the consensus is overwhelmingly positive, with most reviewers highly recommending their services.

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

140 Gregory Ln Ste 275

Pleasant Hill, California 94523

Visit Website Call Now Get Directions

Hours

Sunday Closed
Monday 10AM-5PM
Tuesday 10AM-5PM
Wednesday 10AM-5PM
Thursday 10AM-5PM
Friday 10AM-5PM
Saturday 10AM-4PM

Customer Reviews

The front disk employee is awesome and We have been using Noori financial services for more than 6 yeas! Mr. Noori Sahib and his team have always done an excellent job preparing our taxes and being available anytime. Mr. Noori Sahib is always welcoming to there clients and happy to answer all questions you have. Please visit once then you will go to Mr. Noori again and again. I am really happy working and filing my text with Mr. Noori Sahib.

I have been a loyal client for over 17 years. First time I went to Noori Financial Services, I was completely Impressed with their professionalism and top-class customer service. The ambience is inviting and makes you feel like a family. The staff is knowledgeable and highly skilled. They pay close attention to details to tailor individual situations and make sure every documentation and information is included. They keep me updated throughout the entire process and answer all my questions professionally. O

We recently had the pleasure of working with Mr.Noori, and I can't recommend their services highly enough! From start to finish, the experience was nothing short of exceptional. Their expertise in tax planning and financial advice is truly remarkable. They took the time to understand my unique situation and provided personalized recommendations that exceeded my expectations. Not only was Mr. Noori incredibly knowledgeable, but they were also professional, responsive, and a pleasure to work with. They patien

I have been using Noori financial services for years! They have always done an excellent job preparing our taxes and being available anytime we have questions. There new office is up to date and very welcoming to there customers. Mr. Noori is professional and the gals that work there and pretty awesome and organized.

My family and I have done our taxes every year at Noori Financial for years, and have never been disappointed with the quality of service and attention given to our taxes. A family run business, there is no other place we trust more to do our taxes than Noori Financial. The cost is affordable and they always communicate clearly and take the time to walk us through questions or concerns. Thank you Noori Financial for your help and professionalism!

The team at Noori Financial is amazing. I've been going to them for a while when they were in Fremont. It was sad to see them move out to Pleasant Hill but with such great service I still drive out to see them. They have definitely helped my company grow and move on the right path as well as my own personal finances. Always offering great advices. I see them growing quite busy out in Pleasant Hill area. If you're a company in need of tax services or just on your own, don't hesitate to call them. They

Mr Noori is very helpful and the staff are friendly.

Didn't receive any call from their office. Very unprofessional.

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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