University of La Verne SBDC

University of La Verne SBDC

Reviews Summary

The reviews overwhelmingly praise the service for its knowledgeable, friendly, and supportive team, highlighting their expertise in guiding business startups and growth. Many emphasize the free, invaluable assistance in creating business plans, securing licenses, and navigating financials. The consultants are noted for their patience, thoroughness, and ability to simplify complex processes, leaving clients feeling confident and well-prepared. The program is repeatedly described as an essential, transformative resource for entrepreneurs, with exceptional customer service and a genuine commitment to helping businesses succeed.

About This Listing

Business Consulting
Payroll
Tax Preparation
Financial Advisory
Small Businesses
QuickBooks
State-Specific Experience
Local Tax Credits

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

Business Consulting
Payroll
Tax Preparation
Financial Advisory
Small Businesses
QuickBooks
State-Specific Experience
Local Tax Credits

Contact Information

Address

2180 3rd St

La Verne, California 91750

Hours

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

Customer Reviews

????? The La Verne SBDC has been an absolute game-changer for my business! I cannot express enough gratitude for the outstanding support I've received, especially from Sean Snider and Josh. Sean?s expertise, professionalism, and genuine dedication have been invaluable in helping me navigate digital advertising and refine my website development. Sean doesn't just offer advice?he provides actionable solutions that truly make a difference. His insights into strategy, coupled with Josh?s hands-on assistance, h

To Veronica Silva - The Shining Star That Illuminated My Business Path If you're searching for a guiding light who can truly transform your business trajectory, then Veronica Silva is exactly the person you've been longing for! In recent times, I've had the great privilege of receiving assistance from Veronica Silva, and this experience has completely rewritten the story of my business, filling me with boundless hope for the future! As a consultant at the Small Business Development Center (SBDC) of the Un

I have been working with the SBDC for nearly nine months, learning on how to develop my future businesses. I believe that Sean and the team is extremely helpful as they showed me how to optimize my marketing and utilize google my business.

So thankful to have found the services La Verne SBDC offer. They are extremely helpful and offer so much guidance. No matter how far along you are in your business journey, their consultants are able to help you attain your desired goal. Definitely check them out.

I just started my business and it is my goal to write and sell children books. I was unsure about what were the next necessary steps to make this dream a reality. I heard about the SBDC from someone else, and decided to check it out. What I love about it is that the government funds these consultations and is tailored to help new business owners succeed in their business. So far, I am learning a lot on what it means to have a business. Sean has been extremely helpful in helping me create a business plan. H

Sean has been an incredible resource for me as I have begun opening up my small business. Does research on the industry prior to the meetings, provides very useful websites/resources and offers good advice for the next steps going forward. Helps curate a plan and expresses ideas that are easy to comprehend. Highly recommend any new small business owner to seek the assistance of University of La Verne SBDC!

I attended the "Create Your First Facebook Business Ad" webinar, and it was very helpful and informative. I gained valuable insights on how easy it is to create my first Facebook business ad and how to view the analytics to track its reach.

Sean And Nathieli were very helpful in helping me setting up my company's email business account, Bing places account and also got me connected with google ads I would definitely recommend them they were extremely helpful. Thank you Sean and Nathieli

I wanted to express my immense gratitude towards Sean for his outstanding assistance in ensuring that my documents were correctly submitted to the Small Business Administration for certification as a Woman Owned Business. His support throughout the process was exceptional, and he went above and beyond. I truly appreciate his patience, dedication, and professionalism in handling my case. I was so impressed with Sean's work that I would like to invite him as a guest speaker to my business class at Chaffey Co

Writing a business plan is certainly overwhelming for most, but when I was introduced to Sean at University of Laverne, SDBC immediately after talking to him, I trusted him. We had a couple of virtual calls and showed me exactly how the business can profit walk me through step-by-step with the software. I recommend anybody looking to build a business plan to consult with Sean. It's absolutely free, and he makes it very easy to get your business started feeling confident.

Hi, my name is Lucy M. I had many questions regarding starting a new business, so I was very happy to learn about this program. Not only did they (Annie and Malcolm) answer all of my questions, but they had extra information to help me along the way. I am very grateful for this wonderful program and the people that made it possible. I now feel very confident with starting my new business.

I had an outstanding experience with the University of La Verne Small Business Development Center. The entire team is incredibly helpful and friendly. They provided me with valuable advice that is truly helping my business move in the right direction. I highly recommend their services to anyone looking to grow their business.

Sean was so helpful and knowledgeable. He had all the tools necessary to help me develop a small business plan. Thank you so much Sean.He made everything easy..I was so confused as to how to write a business plan.But he was so helpful my anxieties just went away..What a positive personality.His team is great too.

Everyone has been so helpful, friendly, and extremely knowledgeable. This is my first business venture from the ground up, and the folks at the University of La Verne's SBDC have been here for me every step of the way. What a fantastic resource. Thank you!

Sean walked me through the process and explained everything well. I have worked with other agencies who provided me with a complex questionnaire and did minimal to help me. I can honestly say that I can tell that Sean has a passion for what he does and is excited to help you succeed. He is a positive person and easygoing. Sean was great and provided stellar customer service, thank you, Sean!

Sean Snider and his team at the La Verne SBDC provided some key advice on starting my Entrepreneurial journey. I recommend them as a starting point for any one local starting a new business or who wants to elevate their current business.

These people are very helpful. I received all the tools I needed to get my business from a concept into a business plan and I am more than grateful. They have many tools for helping you start a business and the advisors are very knowledgeable. I recommend them for their expertise and the services are free.

Sean Snider and Mindy were such a great help in finishing up the process of our business plan. Sean has such a people spirit and made the process very easy to understand and accomplish. Their service is helpful to all the new business owners who are trying to succeed in their field. They were thorough and detailed in creating a process that will help you. We love them and highly recommend! (Not to mention, their services are FREE!) Awesome!

Just completed a consultation interview with Sean and it was an excellent experience and opportunity. The consultation was packed with lots of information and most importantly it was very straight forward and to the point! Can't wait for my next session

I'm very appreciative of the help I received at SBDC located on the campus of the University of La Verne. Sean Snider is not only very knowledgeable but also was very friendly. No question went unanswered. I appreciate the follow-up email with a summary of our conversation and the resources I need to establish my small business. Thank you!

Sean is great! He is so knowledgable and helpful. He is helping every step of the way to attain my goal of a bakery. I have learn many things.

I started my business last year, but as it was scaling up I had no idea how to make it "official", pay taxes, and start hiring people. I didn't realize that resources like this existed, otherwise I would've reached out a long time ago! Mark Hicks and Thuong Bui were so incredibly helpful, and I couldn't believe how much they were able to help me?including getting my LLC, my business license, and putting together a business plan. And it was all for free! I'm so grateful for their support, and I wish more sma

Best team of folks to pick, if you want to start or grow your business or revenue! Sean provides great leadership and innovative approaches to get you to success.

The University of La Verne SBDC has served our non-profit with excellence. The team, led by Sean Snider, is always accessible for a meeting to strategize for the next phase of organizational development. They have gone above and beyond to see that our start-up organization has all the tools we need become successful. Highly recommend this group!

SBDC of La Verne is amazing! Sean has been so helpful. I have learned so much and feel like I am in a much better position to begin my business. If you are starting a business or if you want to grow your business your need to make SBDC of La Verne part of you plan!

Sean and the La Verne SBDC team have been an awesome (and completely free!) resource. It all sounds to good to be true: completely free business help for small and medium businesses. But it's 100% true! Our meetings were always productive and I know I'm a better business owner for the information and time spent with these folks.

Sean takes the sting out of creating a business plan through the template he created to make it as easy as possible. This part can be scary for a new business owner, but the SBDC really goes the distance to make you feel like you're not alone and are in fact in great, supportive hands. I'm so grateful for this service!

La Verne Small Business Development Center (SBDC) hosts creative, well-planned and dynamic workshops that are always packed with vital information. Realizing that some attendees may want to review the?information, immediately after?the'session, La Verne?posts a?video?of the entire session online for your convenience. If you need further assistance, La Verne clients are always welcome to come into the office for a face-to-face consultation. They think of everything. Visiting the office has always been an en

MIND BLOWN!!! Why I never knew about this wonderful resource and it's FREE services is beyond me. I did not know what I was getting myself into when I started my little business, but Sean and team were there to save the day. They listened to what I was trying to accomplish and helped guide me in the right direction without any judgement. If you are starting your business or just need resources for your existing business use La Verne SBDC it's FREE!!! Thanks again to Joshua, Sean and team.

I have worked with many SBDC centers across the country and can confidently say, the SBDC in La Verne is among the very best. The staff is comprised of knowledgeable, supportive and positive people who love what they do and genuinely care about helping small business owners succeed. All business owners in the area would greatly benefit from their free counsel and services!

Sean and Malcom were incredibly helpful in our pursuit of starting our own business. They were both extremely friendly, detail oriented, knowledgeable, thorough and more... we came into the first meeting confused wrecks, after our last meeting we had our business running shortly thereafter. This service to the community is indispensable. I can only imagine the positive impact it is having on the immediate community?s economy and the economy at large. We have been spreading the word about this amazing, free

I dont know what my business would of done without the help of the SBDC and Sean Snider, with our business plan. He walked us through every step of the way and we ended up with an amazing business plan and a much more in depth look at the finances of our new business. We hope to continue working with them in the future! Highly recommended!

Sean Snider has been such a tremendous help to me in my highly targeted, B2B marketing campaign. Sean did research on our company and our competitors prior to our Zoom mtg so we could make significant progress during our one hour meeting and devise a solid plan for a successful outcome.

Sean and Josh were extremely kind, knowledgeable, and helpful. Definitely give them a hollar if you have any questions starting or running your business.

I am profoundly THANKFUL that the SBDC exist! Thanks to the genuine help of all members, especially the director Sean Snider and Malcolm Geffen for their guidance and support. The program serves as a great source of information for small business owners. It has helped our company grow by providing research in our industry of manufacturing and by allowing us to be more knowledgeable of the resources available to us. I would recommend this program to all business owners if they want to be successful! I had he

The mentor I've worked with, specifically Malcolm, has been very patient as I work through my business plan. I also found his supporting team to be responsive and insightful each time. They definitely have made it a great experience especially as I embark into the unknown with information I need to feel confident.

Feeling stuck is no fun! Ever since I launched my business I have allowed my heart to lead me. One step in front of the other to the next step that felt right. Until it wasn't enough. I needed guidance. Someone to pull back the curtain and help me figure out what I was missing. I originally reached out to a different organization and had no success at reaching a live person. When you're feeling like you're sinking and can't figure things out it, no response definitely adds to the overwhelm. I'm glad I k

This has been such a great experience. Our team is Mark and Annie and we love them so much! They are so patient with us as we ask so many questions. They are so helpful and we will miss them once everything is completed.

It has been great working with SBDC at LaVerne. Sean and his staff have been invaluable. It's hard to believe you can still get this much support with your business for free. I highly recommend them to anyone thinking of starting a business.

Spoke with Sean Snider at the SBDC-it was such a great experience! He was very knowledgeable and really took his time with detailed explanations and answered all my questions. Hard to belive that a service like this is free. Very appreciative that he was able to point me in the right direction. I will be back!!

A great resource with friendly, knowledgeable people to help you improve your business. Also, a fun location in downtown La Verne; check it out!

Sean and his team were very easy to work with after two zoom meetings we had a great business expansion planned out Thank You University La Verne for helping our business grow

I want to take this opportunity to express my gratitude to Mr. Hicks for his patience with me. I was in the process of forming an LLC. But I did not know how to do it, and that is when I reached out to Mark. He helps me enormously with everything that needed to be done, and the application was submitted and processed successfully. I also wish to extend my appreciation to Joshua. Thank you.

The first day of my meeting went fantastic! The information was very informative and gave me the necessary guidance in moving forward with my business. I truly would have been lost without the help of this program.

SBDC La Verne has been a clear and undeniable help in getting my small business off the ground. The advice I received was not just practical, but it also changed how I looked at my customers and my business.

My business partners and I got help with setting up a new company. They were efficient, on point, and extremely helpful! The SBDC is a tremendously helpful resource!

Experience has been very positive thus far. Very thrilled with the mentorship received thus far. I'm hoping for this to be a catalyst in helping me move forward in business. I have considered paying for such services so was especially ecstatic to have it there for me for free.

Wow! I am so glad that I found this resource. My business is small and I could never afford such expert marketing help from someone who has start and run multi-million dollar businesses. That is what I have from Malcolm Geffen and this is making a real difference for my business.

Great help patient, knowledgeable and friendly , they really try to help you , blessed with the people I have work with !!

Have been coming into their office for almost 2 years and they have been a tremendous help to me and my company. I highly recommend anyone who is interested in entrepreneurship come in and meet with their amazing consultants.

Very prompt and very helpful. I found the mentorship to be very open and generous as well. Malcolm has been very helpful and has extended an open door for me to engage with him as needed.

They provide valuable business resources and are very supportive. I highly recommend SBDC's services.

Sean Snider worth to you and your business is more than you could ever afford....or should I say you can NOT afford to not get in touch with Sean. He will take you to the next level...1 Million Percent!!!

SBDC La Verne has a great understanding of what the small business needs! Great marketing workshops!

IRS offer to get your taxes file for free with volunteers. I feel truly blessed. Great Job Acoounting students of LaVern!

Thanks to Sean and Alex at the SBDC I was able to start up my consulting firm! Thank you SO much for your wealth of knowledge, patience, and continued support!!

Malcolm is excellent. Always available even on weekends to assist in all business matters

What a great experience! Had no idea that such great tlc and professionalism all in one. Highly recommend using their services for a business plan.

This guy Savvy Sean is so much fun to work with. Thank you for being supportive, knowledgeable and putting up with all of my crazy!

Thank you so much! Malcolm Geffen and his team is Highly recommended!!!

I will keep calling, great support, very understanding and professional. What a small business owner needs.

Short wait to get appointment. SCORE staff always professional and very helpful

(Translated by Google) I recommend it, they give you unique attention, they help you a lot. (Original) Lo recomiendo te dan una atenci?n ?nica te ayudan mucho

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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