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SmartCPA - Chino Hills

SmartCPA - Chino Hills

Reviews Summary

Customers overwhelmingly praise SmartCPA for their expertise, professionalism, and exceptional service. They highlight significant tax savings, thorough financial guidance, and quick, reliable solutions to complex issues. The team is commended for their attention to detail, clear communication, and personalized approach, making tax and business management stress-free. Many appreciate the friendly, responsive staff and cost-effective services, often noting long-term satisfaction and strong trust in the firm. The consensus is that SmartCPA delivers outstanding results, ensuring clients feel confident and well-supported in their financial matters.

About This Listing

Bookkeeping
Accounting
Business Consulting
Payroll
Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
Small Businesses
Mid-size Businesses
Non-profits
Law Firms
QuickBooks
Multi-state Experience
Years of Practice
CPA License

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
Payroll
Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
Small Businesses
Mid-size Businesses
Non-profits
Law Firms
QuickBooks
Multi-state Experience
Years of Practice
CPA License

Contact Information

Address

5843 Pine Ave

Chino Hills, California 91709

Visit Website Call Now Get Directions

Hours

Sunday Closed
Monday 8AM-5PM
Tuesday 8AM-5PM
Wednesday 8AM-5PM
Thursday 8AM-5PM
Friday 9AM-5PM
Saturday 10AM-2PM

Customer Reviews

I don't write many reviews but felt I needed to for this firm because of how outstanding they are! I'll keep it short; Mohanad is an extremely effective communicator and listener. He hears the details behind the numbers and then uses that information to more effectively prepare the needed tax documents. So glad SmartCPA popped up when I was searching for an accountant.

I have had the best experience handling my taxes and improving my business since I started using SmartCPA. From friendly, detail-oriented staffs to quick response to critical questions and all the assistance needed to be in the IRS good books. It?s been three years and counting and it seems like I just started using them yesterday.

SmartCPA has some really good numbers geek like Mohuned who handles our books. He has a smart business mind and crunches out numbers like a robot. He offers insights for revenue growth and sticks around to watch you grow. This is a company with a staff team that really cares about your business.

I use SmartCPA for all my auditing and they deliver excellent service. They are professionals and take time to go over your books. If you need help with tax audit representation, you would enjoy their service. They can help you get out of your tax burden all you need is talk to them about your problems and they would try their best to help you overcome.

SmartCPA most definitely eases the pain of tax-time!! I used to do my own taxes and since i started with them they have saved me many tax dollars, in fact I could kick myself for not using them sooner. Use this company and you will be MORE than satisfied!

If you are looking for a team that truly understands financial management, I recommend this team. I was a hairbreadth from getting into trouble with the IRS. I am lucky to have contacted them in the nick of time. Now I have my books in order and in the clear. I would definitely stick to them for all my financial matters.

If you dislike numbers, especially when it comes to tax matters, you?ll understand why I appreciate having SmartCPA?s Fatima on my team. She?s dedicated and meticulous with an eye for detail. Small discrepancies don?t escape her hawk eye. She comes highly recommended

Thanks to Mohuned and Sadam for the strategic business plan they assisted me with. Working with them was very insightful and helpful and I appreciate their expertise and gesture. Be sure to contact SmartCPA and ask for either of them if you have an incredible idea and need pitch.

I have a been a client of Smatrcpa for the last couple of years. Mohanad is wonderful to work with. He discusses financial matters thoroughly and is always enthusiastic. I look forward to using his services for my family for years to come.

These guys are awesome! I was in a frantic state when I tried to do my own taxes and it seemed as though I would be owing... contacted them via google for a quote and Mohanad was super quick in response. They were able to see me the same day, filed my taxes within 30 minutes and I didn't owe anything! Def a great spot that is well priced. Thanks Mohanad and team!

I leave my tax-related issues with Mike and sleep soundly. I dare say he's an accounting magician. My books used to be a mess until I decided to learn to outsource what I can't handle. I don't like working with those tax numbers and SmartCPA (Mike especially) has been saving me.

I have been a client of Mo for many years. He has always handled our families personal tax, investment, and small business needs in a highly professional and knowledgeable manner.

Mohuned is calm, professional and genuine. A rare gem in the field of Accounting! I would not hesitate to refer friends and family to him.

They were so helpful and answered all my questions as a new business owner. They made sure I left with all the knowledge I needed. They also saved me and my husband so much money by going above and beyond and doing their research. I also love that they have another pair of eyes on our return to make sure everything looks correct. Thank you again

Professional and helpful , they don't overcharge for their services either. Would recommend anyone seeking a certified public accountant.

Mo is such a pro! Been coming to him for 5 years now and he is so knowledgeable. Thank you once again for the great work!

I am so grateful to have found CPA that I can trust while heartedly. Thank you for putting more money in my pocket and for answering all my questions!

Mohanad was amazingly helpful and informative, fixed my problem with ease. Great customer service. Thank you Mohanad!

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.