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USA Capital Co. | Small Business Loans

USA Capital Co. | Small Business Loans

Reviews Summary

Customers consistently praise the company for its fast, efficient service and helpful staff who provide tailored financial solutions. Many highlight quick funding, transparent processes, and exceptional customer support, often noting how advisors went above and beyond. The team is described as professional, knowledgeable, and responsive, making complex loan applications stress-free. A few mention slightly delayed funding or high rates, but overall satisfaction is overwhelmingly positive, with frequent recommendations for business financing needs.

About This Listing

Business Consulting
Financial Statements
Payroll
Tax Preparation
Tax Planning
Budgeting
Forecasting
Financial Advisory
Small Businesses
Mid-size Businesses
QuickBooks
Xero

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
Financial Statements
Payroll
Tax Preparation
Tax Planning
Budgeting
Forecasting
Financial Advisory
Small Businesses
Mid-size Businesses
QuickBooks
Xero

Contact Information

Address

1661 S Raymond Ave Suite 265

Anaheim, California 92801

Visit Website Call Now Get Directions

Hours

Sunday Closed
Monday 7AM-4PM
Tuesday 7AM-4PM
Wednesday 7AM-4PM
Thursday 7AM-4PM
Friday 7AM-4PM
Saturday Closed

Customer Reviews

As a small business owner, I appreciated how clear and efficient the loan application process was. The team walked me through every step and answered all of my questions, and I didn't have to dig up mountains of documents. Cash was deposited within 24 hours of approval, and there were no surprises. Their honesty and speed made all the difference.

I had an excellent experience working with USA Capital Co. | Small Business Loans. From the very start, their team was friendly, professional, and responsive. They took the time to understand my financial needs and goals and helped me secure a loan with favorable terms. Throughout the process, they kept me informed and answered all my questions promptly. I confirm USA Capital Co. | Small Business Loans to anyone in need of financial assistance.

I'm a small business owner who has recently spent days looking for a new loan to expand my company and luckily found US Capital! They were able to offer me the best loan with low rates so I could grow my company. They're not only affordable, but they're also reliable. Their staff guide you through the whole process and make sure that you can get the best possible deal. I highly recommend them!

The agents at USA Capital Co are a shining example of professionalism. Their attentiveness to detail and prompt responses to my queries made me feel like a priority. Their dedication to ensuring a positive customer experience is truly commendable.

Melanie was great to work with. US Capital Co was fast and efficient. Got funded for my bosses business within a matter of hour. Would highly recommend anyone that needs funds to contact this company. It has been a pleasure doing business and will continue doing business with them in the future.

Hands down the best experience ever ! Melanie was super friendly and helped my company receive the line of credit. Not only did she help , she went above and beyond to make me feel comfortable with her amazing customer service. I don't usually write reviews but felt she deserved this one ! Thank you Melanie ! We are so grateful for you !!

This was the best and easiest experience, ever! I secured a loan for inventory for my business within 3 business days! Thank you to Jon and the team at US Capital Co. I certainly recommend this company and will definitely be back should I have any future business loan needs!

Tim Hall was awesome! We applied for a line of credit and Tim made the process so easy and stress-free. Tim was professional and friendly earning our trust immediately. The process was streamlined and quick. From start to finish in just a few days. We would highly recommend US Capital and especially Tim. We look forward to a long relationship. Thanks Tim!!! We are excited about a bright future; your help was instrumental in taking out company to the next level. Bruce and Tammy

US Capital helped our company secure a line of credit. Melanie Sanchez was amazing! She guided us each step of the way and was so easy to work with. Call Melanie for all your needs!

I am so grateful the help I received from US Capitol and Melanie. She was such a pleasure to work with and had all the answers to determine the best options for my business! I would highly recommend working with this company and if you get the opportunity to speak with Melanie, you'll realize shes the best in the business! Thank you,

Douglas was so helpfull and showed me all the ways my company can grow with additional funds.at first i didnt think taking on debt was a good idea.but the business loan he got my company in Anaheim CA was the best for my situation.thanks Dougy holmes :)

My company needed some working capital to expand and US Capital really helped us get what we needed in 3 days. Melanie was amazing, would recommend her and their team!

Helped my trucking company with equipment we needed, and a small line of credit.best lender in orange county. Douglas's holmes was easy to work with

I would highly recommend US Capital. My experience was stellar from start to finsh.Melanie Sanchez was extremely knowledgeable and it would be pleasure to work with her again!! Definitely will be using them again!! Danielle Watkins

Douglas was fast and easy to work with. Got me a line of credit with great rates for my biz in Anaheim ca

Douglas helped me make it big.i got the money I needed fast. I would highly suggest working with this company. They will get you the loan you need for your business.

I was in dire need for a new line of credit and needed a business loan in order to finish my ongoing project. US Capital exceeded my expectations in both areas. Will definitely be doing repeat business!

Douglas Holmes helped me get the best rate possible.it was high, but the reasons and the the cash flow made perfect sense..the reason why is I needed it at the time and I was able to pay the does.they were able to help in a time I needed it.

Douglas helped my restaurant get working capital. Thank you so much US Capital Co for helping. Your the best.

I need help with a business loan and this company helped me out. Service was great and the process was very fast. Definitely happy I went to them.

Dominic was the nicest financial advisor I've worked with. He was so considerate! Thank you so much!

Absolutely a pleasure to work with. I could not have got through this without Melanie's help. I would and will recommend to others.

US Capital Co. was quick and honest throughout the transaction. Great company to work with.

I worked with Dominic D. when I was in a bind and needed capital. Dominic helped me and got me the capital I needed. Thank you dominic!

Douglas helped my hair salon get fundding for payrole.thanks us capital :)

Jonathan is a great guy to work with...responsive, informative and damm good at making things happen!

Douglas helped me when no one else would and we found the best options gir my company

Pretty decent rates and customer service, but it took a several days for the funds to be accessible.

Douglas Holmes is the best broker alive. Help me save my company

Great service. Gave me a nice credit line with no problem.

Douglas helped when no one could .got me 100000 when I needed it fast

helped my business get funded. I do appreciate the hard work.

Great company to work with. Douglas is a great help.

Best business loan brokers in the world.a must call for good services

Good customer service

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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