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Scales of Success Financial

Scales of Success Financial

Reviews Summary

Customers consistently praise the exceptional service, expertise, and professionalism offered. Many highlight years of trust, with seamless tax preparation, clear explanations, and personalized financial guidance. Several mention going beyond taxes—helping with real estate, mortgages, and long-term financial planning. The welcoming, patient approach and dedication to clients' best interests are repeatedly commended. Fair pricing, responsiveness, and stress-free experiences solidify strong recommendations. Long-term clients appreciate the ongoing support and holistic financial care, making them feel valued and secure.

About This Listing

Tax Preparation
Financial Advisory
Small Businesses
Individual Taxpayers
Real Estate

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

Tax Preparation
Financial Advisory
Small Businesses
Individual Taxpayers
Real Estate

Contact Information

Address

8280 Aspen Ave

Rancho Cucamonga, California 91730

Visit Website Call Now Get Directions

Hours

Sunday Closed
Monday 10AM-7PM
Tuesday 10AM-7PM
Wednesday 10AM-7PM
Thursday 10AM-7PM
Friday 10AM-7PM
Saturday 10AM-6PM

Customer Reviews

I can't recommend Corey highly enough! Not only has he been an incredible tax professional making tax season smooth and stress-free but he also went above and beyond to help me buy my first home. His guidance, knowledge, and patience throughout the entire process were invaluable. Corey took the time to explain everything clearly, always had my best interests in mind, and truly made what could have been an overwhelming experience feel manageable. If you're looking for someone who's trustworthy, responsive, a

Can't say enough great things about Cory and how well hes taken care of me over the years. I came to him over 10 years ago with no understanding of taxes he took the time to explain everything to me and throughout the years anytime I had questions he was always available to answer any questions. I trust his expertise and has secured my business for life I stand by him and what he stands for. I recommend him for all your tax needs as well as his real-estate needs which I will be looking into buying a home so

If you're looking for a financial institution that genuinely cares about your financial well-being and delivers top-notch expertise, look no further. Corey Scales has exceeded my expectations in every way. Corey has been in the business for over 10 years, and his wealth of experience shines through in every interaction. From helping me navigate a tricky tax situation to guiding me through the complexities of mortgages and real estate, Corey was a steady hand I could trust. What sets Corey apart is not jus

I can't speak highly enough of Scales of success financial. I have been a client with Corey for many years. The entire experience, from the moment I walked in, was fantastic. The ambiance there is always inviting and comfortable. I was completely impressed with Corey's professionalism and customer service, he's outstanding at exceeding my expectations every time, not only is he knowledgeable about his job but he also took the time to address all my questions and concerns. His pricing is fair and he takes pr

I have been going to Corey for about 6 years already. I am thankful to have ever met him because he's a a Mr. Do it all when it comes to finances. He's not only my tax preparer, he is my financial advisor, and not to forget to mention, but he also helped me and my husband sell our home back in 2022 and got us into out new home within a month. He's one guy that my husband and I would trust with our finance. I recommend him 100%

Great service, Cory was on time and patient with my wife and I as we didn't have everything ready. Also helped us find all our deductions. We've used his services for three years now and will continue to work with him in the future. Highly recommend doing your taxes with Cory.

Corey is the best!!! He explained my taxes and the 'whys and why nots' that I asked. He is very down to earth and comfortable to talk to. Thank you so much, Corey

Corey, the owner, took care of our taxes personally. He explained everything and offered services that I did not know were available to me. I highly recommend him for your financial needs.

Corey is awesome he really took the time to answer all my questions he was very patient and was just a pleasant to do business with I will definitely be back next year

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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