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Resource Business Partners Inc

Resource Business Partners Inc

Reviews Summary

The reviews overwhelmingly praise the company, with most highlighting exceptional service, professionalism, and long-term reliability. Customers appreciate the quick financial solutions, personalized support, and cost-effective services, often describing the team as responsive, understanding, and invaluable to their business operations. Many long-term clients emphasize trust and recommend the company highly. The single negative review criticizes the company harshly, calling them "loan sharks," but this is an outlier amid widespread satisfaction.

About This Listing

Accounting
Business Consulting
Financial Statements
Payroll
Tax Preparation
Tax Planning
Sales Tax Compliance
Budgeting
Forecasting
Financial Advisory
Small Businesses
Mid-size Businesses
Construction
Contractors
Professional Services
Technology
QuickBooks
Xero
GAAP Compliance
State-Specific Experience
Multi-state Experience
Remote Services

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

Accounting
Business Consulting
Financial Statements
Payroll
Tax Preparation
Tax Planning
Sales Tax Compliance
Budgeting
Forecasting
Financial Advisory
Small Businesses
Mid-size Businesses
Construction
Contractors
Professional Services
Technology
QuickBooks
Xero
GAAP Compliance
State-Specific Experience
Multi-state Experience
Remote Services

Contact Information

Address

20252 Viewcrest Ct

San Jose, California 95120

Visit Website Call Now Get Directions

Hours

Sunday Closed
Monday 9AM-4PM
Tuesday 9AM-4PM
Wednesday 9AM-4PM
Thursday 9AM-4PM
Friday 9AM-4PM
Saturday Closed

Customer Reviews

Resource Business Partners, Inc is exactly that! A resourceful business partner. If you are starting or growing a business and need to keep your costs low RBP is the team you should call. Personalized professional financial services that will enable you to focus on product and service delivery! Our company runs 24/7 and RBP has been able to keep up and deliver the help we need, whenever we have needed it! Thanks RBP! The first 10 years have been great, we look forward to the next 10 years.

We have been with Resource Business Partners, Inc., for over 8 years, and I highly recommend using their company. They will take time to listen to your business needs and goals and recommend strategies for achieving them. Their advice has been very helpful and has given me a new perspective on available opportunities. I sincerely appreciate their time, service and advice. They're truly a resource for your business. Again, thank you so much for your help. I greatly appreciate the assistance you keep provid

I have done business with RBP for over 10 years. They keep me organized and my books are always in order. They keep track of my invoicing and even call my clients when an invoice is past due. They do more for me than a full time employee and the cost is much cheaper. I couldn't run my Construction Company without them.

We have worked with Resource Business Partners for many years. It has been a pleasure to work with them throughout the years. They offer a great service and we look forward to many more years of business with them.

R.B.P.I is a great company. They are genuine people and quick to get you the money you need when you need it as well as assist when issues arise. I highly recommend them to anyone in need of working capital for their business. :)

Liz and her team are great to work with. With Covid reeking havoc on small businesses, it is great to work with a company that understands and is willing to help.

Friendly, responsive, and professional. Needless to say, I'm very happy with the opportunities R.B.P.I has granted to my company through their factoring program.

Awful company, Please dont use these people they are loan sharks.!!!!

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.