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Sears Wealth Management & Insurance Solutions

Sears Wealth Management & Insurance Solutions

Reviews Summary

Customers consistently praise the professionalism, trustworthiness, and personalized service provided. Many highlight the team's ability to alleviate retirement fears through clear, tailored financial planning. The staff is commended for their patience, knowledge, and ability to explain complex concepts in understandable ways. Multiple reviewers mention feeling secure about their future, with some achieving early retirement thanks to the guidance received. The compassionate, family-like approach and long-term relationships are frequently noted as key strengths.

About This Listing

Tax Planning
Financial Advisory
Estate and Trust Tax

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 Planning
Financial Advisory
Estate and Trust Tax

Contact Information

Address

12487 N Mainstreet #240

Rancho Cucamonga, California 91739

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 began working with Mike when I turned 59. He listened to what my wants and needs were going to be for my retirement. With his help and planning I was able to retire early at 63. I have been retired nearly 3 years now and I love being able to travel (covid permitting) and relax. I had worked as a nurse on the graveyard shift for over 30 years. I have a special needs son that Mike has helped me plan for. He introduced me to someone that helped me put together a trust. I can just relax knowing both my sons

Mike gives excellent advise and creates a custom road map for your unique situation. He explains the process in every detail so that you are clearly informed and understand where every penny of your money is going. It brings such peace of mind knowing your future is protected and your earnings will last beyond their normal years in a traditional bank account. Income for life!!! That is what it's all about!! Thanks again to the Sears Wealth management team!!

My wife was afraid of the day I would be retiring, no regular paycheck coming in! She was concerned with, "what happens if we run out of money?". After our first meeting with Sears Wealth Management she wasn't nervous anymore and was at peace with our retirement plan that was shown to us. A lot of the concepts were new to us but they were patient to explain things to our understanding and now I'm retired and we are at peace with our lives because of our "plan". Thank you Sears Wealth Management ?

Mike Sears was recommended to us, and we can see why he was recommended! He's good at explaining elements of financial planning, and listening to you and your needs and makes recommendations based on your personal financial road map. As anyone knows, maps are only good for showing you various routes to get to various places - Mike is the GPS who listens to your input, your goals, and takes your destination, combines it with where you are now (your current location/circumstances), and plots out the best r

Absolutely love working with Mike Sears and his team for decades now. Complete trust is how I feel when working with them. So grateful I started this journey so long ago.

I had been a client of Sears Wealth Management & Insurance Solutions for about a year when I was faced with the need for an unplanned early retirement. I could not have done this without the assistance and guidance from this company. I would give them 10 stars if that was an option. My new mantra is "Sears Wealth Management - Don't retire without them!"

My company offered me an early retirement bonus. I have always worked on saving for retirement but was not sure I was ready to really do it. After sitting down with Sears Wealth Management we not only determined that I could retire but we also laid out a plan on how to do it. That allowed me to take the early retirement bonus without any doubt or fear. If I could go back and change anything, the only thing I would do differently would be to sit down and talk with them sooner so I could have put things i

Sears Wealth Management & Insurance is well seasoned and professional in their ability to provide the critical custom platforms to maximize your desired goals. For us that experience was important, but even more comforting was the friendship and heartbeat of this company. Honestly it's just home to us!

We have been lucky enough to have known Mike and his staff for several years and couldn't ask for anyone more honest, trustworthy or qualified than Mike. He treats us like we are part of his family and we absolutely love that about him and his incredible staff. He is the best, love Suzanne and Leo Reyes

A few months after my husband retiring we noticed our old Life insurance monthly increased.We called and set up an appointment.We spoke to Lisa who was professional and courteous and she set up a video chat for us with Mike and other staff. This was wonderful since the office is an hour away plus the whole Covid thing I feel safer at home.They were all knowledgeable and answered our questions and found an affordable life insurance for us.They made us feel we were in good hands and they were looking out for

Has always been very professional and helpful. Explains things in a kind and understanding way.I was very afraid when my husband passed about my future and what was going to happen to me. But Michael sat down with me and my father who has known him for years and set a path for me for that I am thankful

Everyone that works with Michael is responsive, gets back to you in a timely manner and is very kind. All questions are answered and the financial guidance I have received is tremendous.

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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