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Simplicity Financial

Simplicity Financial

Reviews Summary

Customers consistently praise the tax services for their professionalism, efficiency, and expertise. The team is highly responsive, detail-oriented, and makes the tax process straightforward and stress-free. Many highlight years of reliable service, clear communication, and maximizing returns. The combination of knowledge, patience, and dedication ensures client satisfaction, with strong recommendations for both individual and business tax needs.

About This Listing

Bookkeeping
Accounting
Business Consulting
Financial Statements
CFO Services
Tax Preparation
Tax Planning
Budgeting
Forecasting
Financial Advisory
Virtual CFO
Outsourced Accounting
Small Businesses
Startups
Freelancers
Individual Taxpayers
Non-profits
QuickBooks
Risk Management
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

Bookkeeping
Accounting
Business Consulting
Financial Statements
CFO Services
Tax Preparation
Tax Planning
Budgeting
Forecasting
Financial Advisory
Virtual CFO
Outsourced Accounting
Small Businesses
Startups
Freelancers
Individual Taxpayers
Non-profits
QuickBooks
Risk Management
Remote Services

Contact Information

Address

11175 Azusa Ct Suite 110

Rancho Cucamonga, California 91730

Visit Website Call Now Get Directions

Hours

Sunday 9AM-5PM
Monday 9AM-5PM
Tuesday 9AM-5PM
Wednesday 9AM-5PM
Thursday 9AM-5PM
Friday 9AM-5PM
Saturday 9AM-5PM

Customer Reviews

Simplicity Financial made the tax filing process smooth and hassle-free. Their team is professional and knowledgeable. I especially appreciate Alex, the Business Operations Manager, for her clear communication and attention to detail. She was patient in answering my questions and ensured everything was handled correctly. Her expertise was particularly helpful in navigating corporate taxes, making the process much less stressful. If you're looking for reliable and professional tax services, I highly recomm

Simplicity Financial has been terrific to work with for my yearly tax reporting over the last 2 years. I cannot say enough about their professionalism, and how they put every effort into making sure you get the absolute best service. Alex is a treasure. Her understanding, knowledge, patience and clear communication are a blessing. Shaun and Alex go the extra mile to make sure the client is satisfied. I could not have selected a better organization to trust with my taxes.

I have used Simplicity Financial to prepare and file my income taxes for several years. Shaun and Alex are very helpful and available to assist with any questions or concerns you may have and they respond in a very timely manner! Their prices are very reasonable for the high quality service they provide! I highly recommend them!

I was recommended to Simplicity Financial by my previous CPA who was retiring. I am grateful for the recommendation as my experience these past two years with Simplicity has been great! Both Shaun and Alex are total professionals, easy to work with and quick to answer any and all questions? I rate them 5 stars

We have been working with Simplicity Financial for many years and have consistently been pleased with the quality of their work. Shaun Glenn and his team are not only highly skilled professionals but also genuinely good people?honest, reliable, and great to work with. If you're looking for a trustworthy tax professional, I highly recommend Simplicity Financial. I'm glad we made the choice to work with them!

We have been very satisfied with Shaun's services. He's knowledgeable, responsive, and always ensures we receive the maximum return on our taxes. His expertise has been invaluable, and we highly recommend him.

Worked with Simplicity Financial the past two tax seasons now, and plan on continuing to do so. Both Shaun and Alex have been great to work with. Definitely recommend!

Simplicity Financial and Shaun has taken care of me over the last three years. Communication has not been an issue and everything has been done in a timely manner. No complaints

Shaun Glenn was very helpful in helping me file my tax return. I really appreciate his experience and expertise since I've been coming to him for the past 10+ years.

Taxes for me have always been a burden and something to dread. Simplicity financial made the process so easy. My wife also runs a small business and they were able to make sure we had all our deductions and expenses in order. If you are looking for someone to help do your taxes, I would highly recommend them.

Filing one?s tax return is never simple nor a fun experience. Simplicity, as their name suggests, makes it simpler. If you are looking for a clear, straight forward process, Simplicity is the firm for you to consider.

Shaun has a keen attention to detail and has done a great job for me over the years. I do not hesitate to recommend him highly.

I used simplicity financial with Shaun glen it was an excellent experience using him he was very professional and fast I would recommend him 100% did an amazing job will be using him again.

Simplicity Financial is a great company. Very professional and friendly. I will use them again and have for years already.

Shaun and his crew filed my taxes for the second year in a row now. I am happy with their services and recommend them to others.

Shaun did a great job. He was very responsive and timely.

Efficient and timely

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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