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Statewide Funding

Statewide Funding

Reviews Summary

Statewide Funding receives mixed reviews, with many customers praising their professionalism, responsiveness, and ability to secure favorable loans, especially for manufactured homes. Positive experiences highlight knowledgeable staff, smooth processes, and strong communication. However, some criticize the company for unprofessionalism, poor communication, and financial mismanagement, citing delays, errors, and unmet expectations. While most reviews are highly positive (5-star), a few strongly negative (1-star) experiences note significant frustrations with service quality and reliability.

About This Listing

Bookkeeping
Audit
Assurance
Business Consulting
Financial Statements
Payroll
Tax Preparation
Tax Planning
IRS Representation
Small Businesses
Mid-size Businesses
Individual Taxpayers
E-Commerce
Real Estate
Healthcare
Construction
Professional Services
QuickBooks
Xero
GAAP Compliance

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
Audit
Assurance
Business Consulting
Financial Statements
Payroll
Tax Preparation
Tax Planning
IRS Representation
Small Businesses
Mid-size Businesses
Individual Taxpayers
E-Commerce
Real Estate
Healthcare
Construction
Professional Services
QuickBooks
Xero
GAAP Compliance

Contact Information

Address

3190 E Shelby St #A2

Ontario, California 91764

Visit Website Call Now Get Directions

Hours

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

Customer Reviews

I love Statewide Funding. Jason Smith and Alex Diaz are very knowledgeable and combined have over 50 years of experience in the mortgage industry. I had my home mortgage refinanced in 2020 and again in 2022. I always felt I was in good hands and the process was very fast and inexpensive. Thank you Statewide my family appreciates you very much.

This has been an excellent choice for me as I get to build my business and Statewide treats more as a partner than just an employee. The service and communication is excellent and everyone is great to work with. Extremely happy with my decision!

The process was a little stressful however you made my dreams come true. This is my beautiful new manufactured home. Thank you Thank you sooo much??

It was a dream come true for us, we're a family of 5 with 3 children, this team made our 1st time home buying experience seem less, we are very blessed and thankful for these wonderful people!!!

Being good is important ! Being trusted is essential. Statewide can be trusted to help you reach your families goals.

I am grateful , they made it work for my husband and I to get the home we want. Though it took very long , but it was from the seller side , due to a difficult tenant who refused to cooperate with anything. I highly recommend this Company to everyone who wants to buy.

Beyond grateful of Alma and her team they helped me get the home I wanted. They work on your loan and revise all the numbers to see what you can work so you don't get stuck with a difficult loan and they make it happen. I am not one to write reviews but they really did a great job and I'm very grateful and happy thank you

If you're the "read the first sentence for my determination" person then take this as a YES, to use Statewide Funding as your start to a new home (for us it was a manufactured/mobile home). YES, they are real. YES, they are professional. And YES, they answer the phone (it may take two or three, but they answer). They also provide other services but my review is directly tied to purchasing a home. For the long review, you come in thinking you know it all, but you quickly learn how much different mobile home

This company is a waste of time and money. Having them along on my first-time home buying experience left a bad taste in my mouth. Understandably, people make mistakes, that's the reason why they have teams of people analyzing every step of the way so it's a smooth process for clients, however it seemed with them nobody was paying attention so errors were never caught in time. Our little story: We had a tight budget for our house so we expressed our concerns to them to check and make sure we would end up wi

Veryyyy easy and simple with competitive rates!

If I could give them less than one star I would. Completely unprofessional. This company is filled with people who have no clue what they are doing. Was supposed to close escrow last week, still waiting!! Details are not important, bottom line they can't get their act together to actually close a deal.

I performed a loan signing service for Jaime several months ago, sent invoices. They don't pay, deadbeats.

Great Company. I know many of the loan officers personally as well as the owner. They hire quality staff and are Mortgage Brokers, Like me, so they can shop around for you for the best rate. Also they lend in many states!

Not professional services, avoid phone calls, shady financial practices and the office numbers don't work.

Great work!! Thank you for knocking it out of the park for us. MEREDITH was awesome

so far I like how organize this place is..

From Start to Finish the whole process was quick and easy. It was a breeze. I would recommend them to all whom need to go though the process of buying or purchasing.

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.