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Olympus Financial

Olympus Financial

Reviews Summary

Overwhelmingly positive reviews highlight exceptional service, long-term client relationships, and trustworthiness, with many praising the staff's professionalism and family-like atmosphere. Most clients report years of satisfaction, citing efficiency, honesty, and superior financial results. A small minority express frustration with delays and referral policies, but the vast majority strongly recommend the service as the best in their area.

About This Listing

Bookkeeping
Business Consulting
Financial Statements
Tax Preparation
Tax Planning
IRS Representation

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

Bookkeeping
Business Consulting
Financial Statements
Tax Preparation
Tax Planning
IRS Representation

Contact Information

Address

10604 Trademark Pkwy N STE 300

Rancho Cucamonga, California 91730

Visit Website Call Now Get Directions

Customer Reviews

I have been going here for years and I have nothing but good things to say! They're like family and I always get the best deal that can be had! Highly recommend them and David is a highly professional and friendly guy! I wouldn't go anywhere else!

HONEST, PROFESSIONAL, RELIABLE! We have been a client for 10+ years and trust this company. Not only do we have our taxes done here we have also used their Realty Service and Lawyers in this office and were all dependable and trustworthy.

I had never heard that they will only do referral been knew in the community, I didn't expect to hear this? how do you keep your business going when you have a policy where you don't take new costumers unless you have a referral. Not asking for free service!

We have been entrusting our finances to Olympus for about 6 years. I couldn't imagine going anywhere else, especially being the kind of customer we are. We need someone who will be honest with us ( even when the truth hurts ). At Olympus you feel like part of the family.

Great service, awesome staff, and welcoming environment. I have been a client for a few years now. My friends' referral and I'm glad they did.

DONT GO HERE!!! They've had my paperwork for over a year. Nothing has been do as far as filling my taxes. They still don't know if I even owe money to the IRS if I do there telling me I'm stuck with the late fees and penalties. Late on my returns that they never sent!. I WOULD GIVE STARS IF I COULD!check yelp for other awful reviews from other ex clients

My husband and I have been with David for over 20 years. Couldn't be happier with the working relationship we've had with him all of these years!!

Been going with David Sr. for over 7 years! Great service all around! A++

Been going to David Jr. for several years. He and his staff are very knowledgeable, efficient and personable.

Best accountant I have ever worked with. David will take care of you and I get literally 3x the amount on my return.

Been going here to see David Jr. Since 2002. Always get in and out quick.

We've been with them for over 20 years. Awesome bunch of people!

Best financial advisors around. Friendly, personable, very welcoming. All around fabulous group of people.

We've been using Olympus financial for 15 + year?s or so, for personal and corporate. Always amazing service, would never trust anyone else with our financials.

Been with David for over 25 Years, Still the best..AAA++++

Awesome person ever friendly and knows his business

Awesome people, everyone from front desk to back office.

Exceptional customer service and best CPA in Rancho Cucamonga.

Best accountant out there! He really cares about his clients!

This is the best place to get your taxes. PERIOD

Very knowledgeable and efficient

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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