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CPA's in Claremont

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Zamora Tax & Immigration
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Zamora Tax & Immigration

248 E Monterey Ave

Pomona, California 91767

+1 909-865-3777
3.77 miles
4.5 / 5 (154 ratings)
Bookkeeping
Financial Statements
Payroll
Tax Preparation
Tax Planning
Small Businesses
Individual Taxpayers
QuickBooks
ADP
Bilingual Services
Years of Practice
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Fernandez Income Tax
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Fernandez Income Tax

115 W B St

Ontario, California 91762

+1 909-391-6737
4.89 miles
4.5 / 5 (123 ratings)
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Aida Real Professional Services
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Aida Real Professional Services

561 W Holt Blvd STE B

Ontario, California 91762

+1 909-391-7131
4.68 miles
4.5 / 5 (96 ratings)
Tax Preparation
Tax Planning
IRS Representation
Small Businesses
Individual Taxpayers
Multi-state Experience
Years of Practice
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Sierra Tax Service
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Sierra Tax Service

275 E Monterey Ave

Pomona, California 91767

+1 909-865-2921
3.71 miles
4.5 / 5 (94 ratings)
Bookkeeping
Business Consulting
Payroll
Tax Preparation
Tax Planning
Small Businesses
Individual Taxpayers
Real Estate
QuickBooks
Bilingual Services
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TDR Mortgage - Teresa Tims
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TDR Mortgage - Teresa Tims

188 D St

Upland, California 91786

+1 909-920-3500
4.03 miles
4.5 / 5 (76 ratings)
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Zamora Services #1 Taxes & Immigration
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Zamora Services #1 Taxes & Immigration

942 E Holt Ave

Pomona, California 91767

+1 909-620-6762
3.31 miles
4 / 5 (86 ratings)
Tax Preparation
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University of La Verne SBDC
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University of La Verne SBDC

2180 3rd St

La Verne, California 91750

+1 909-448-1567
2.98 miles
4.5 / 5 (72 ratings)
Business Consulting
Payroll
Tax Preparation
Financial Advisory
Small Businesses
QuickBooks
State-Specific Experience
Local Tax Credits
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Your Blueprint
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Your Blueprint

2377 W Foothill Blvd Suite 2

Upland, California 91786

+1 909-303-9100
1.17 miles
4.5 / 5 (73 ratings)
Bookkeeping
Business Consulting
Financial Statements
Payroll
Tax Preparation
Tax Planning
IRS Representation
Small Businesses
Individual Taxpayers
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Carl Bunch Credit Repair
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Carl Bunch Credit Repair

253 N Euclid Ave A

Upland, California 91786

+1 909-985-6104
3.88 miles
5 / 5 (65 ratings)
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Jacobson Lawrence & Company
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Jacobson Lawrence & Company

2175 Foothill Blvd suite b

La Verne, California 91750

+1 909-593-7431
2.63 miles
4.5 / 5 (64 ratings)
Audit
Assurance
Business Consulting
Payroll
Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
Financial Advisory
Non-profits
Real Estate
Healthcare
Construction
Technology
QuickBooks
GAAP Compliance
SOX Compliance
Risk Management
Multi-state Experience
Cross-border Taxation
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Faro Insurance & Income Tax
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Faro Insurance & Income Tax

10285 Central Ave D

Montclair, California 91763

+1 909-450-2200
3.35 miles
4 / 5 (63 ratings)
Tax Preparation
Individual Taxpayers
Remote Services
Bilingual Services
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Torres Income Tax No. 2
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Torres Income Tax No. 2

8900 Benson Ave K

Montclair, California 91763

+1 909-981-5300
2.43 miles
4 / 5 (60 ratings)
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All About Taxes LLC
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All About Taxes LLC

818 N Mountain Ave

Upland, California 91786

+1 909-276-8754
2.79 miles
5 / 5 (35 ratings)
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Loan Advisor Group Inc. NMLS 1647915
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Loan Advisor Group Inc. NMLS 1647915

1025 Sentinel Dr Ste 200 2nd Floor

La Verne, California 91750

+1 626-986-6911
3.9 miles
4.5 / 5 (34 ratings)
Tax Preparation
Tax Planning
Financial Advisory
Small Businesses
Mid-size Businesses
Individual Taxpayers
Real Estate
QuickBooks
Xero
GAAP Compliance
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America Latina Service
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America Latina Service

337 E Mission Blvd

Pomona, California 91766

+1 909-469-1690
4.08 miles
4 / 5 (36 ratings)
Tax Preparation
Bilingual Services
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Carol's Services LLC
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Carol's Services LLC

206 E Mission Blvd

Pomona, California 91766

+1 909-397-5884
4.14 miles
4.5 / 5 (32 ratings)
Business Consulting
Payroll
Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
Small Businesses
Individual Taxpayers
QuickBooks
ADP
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Layman’s Tax & Accounting
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Layman’s Tax & Accounting

404 N 2nd Ave B

Upland, California 91786

+1 909-946-4242
4.06 miles
4.5 / 5 (30 ratings)
Bookkeeping
Accounting
Business Consulting
CFO Services
Tax Preparation
Tax Planning
IRS Representation
Budgeting
Forecasting
Financial Advisory
Small Businesses
Bilingual Services
CPA License
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AIM Inc.
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AIM Inc.

517 N Mountain Ave #106

Upland, California 91786

+1 909-985-3659
2.73 miles
4.5 / 5 (30 ratings)
Tax Preparation
Tax Planning
Financial Advisory
Estate and Trust Tax
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Evermont Wealth
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Evermont Wealth

419 N Yale Ave

Claremont, California 91711

+1 909-296-7977
0.77 miles
5 / 5 (29 ratings)
Financial Statements
Tax Preparation
Tax Planning
IRS Representation
Financial Advisory
Estate and Trust Tax
High-net-worth Individuals
QuickBooks
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Martinez Business Services
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Martinez Business Services

1299 N Towne Ave

Pomona, California 91767

+1 909-397-9160
2.95 miles
4.5 / 5 (30 ratings)
Tax Preparation
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BARAJAS TAX & IMMIGRATION
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BARAJAS TAX & IMMIGRATION

4875 Mission Blvd K

Montclair, California 91763

+1 909-696-6773
3.88 miles
4.5 / 5 (30 ratings)
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Empire Taxes Etc.
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Empire Taxes Etc.

517 N Mountain Ave #113

Upland, California 91786

+1 909-608-1803
2.73 miles
5 / 5 (27 ratings)
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David Mercadel: Primerica - Financial Services
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David Mercadel: Primerica - Financial Services

545 N Mountain Ave STE 106

Upland, California 91786

+1 909-931-2671
2.68 miles
4 / 5 (30 ratings)
Tax Preparation
Tax Planning
Financial Advisory
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Real Insurance & Tax Services
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Real Insurance & Tax Services

4545 Mission Blvd Unit B

Montclair, California 91763

+1 909-202-1251
3.78 miles
4.5 / 5 (26 ratings)
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NARDOS BUSINESS SERVICES LLC
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NARDOS BUSINESS SERVICES LLC

1128 W Mission Blvd F

Ontario, California 91762

+1 909-391-0077
4.52 miles
4.5 / 5 (25 ratings)
Bookkeeping
Tax Preparation
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Moreno's Income Tax Services
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Moreno's Income Tax Services

939 W Mission Blvd C

Ontario, California 91762

+1 909-549-3888
4.72 miles
4 / 5 (27 ratings)
Tax Preparation
Small Businesses
Individual Taxpayers
Bilingual Services
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AHL Tax & Accounting Services
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AHL Tax & Accounting Services

517 N Mountain Ave Suite 246

Upland, California 91786

+1 909-276-6415
2.73 miles
4.5 / 5 (24 ratings)
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Dewey Mc Donald & Carrillo Inc
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Dewey Mc Donald & Carrillo Inc

1282 W Arrow Hwy #200

Upland, California 91786

+1 909-981-4281
2.71 miles
4.5 / 5 (24 ratings)
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1st CHOICE TAX PREPARATION
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1st CHOICE TAX PREPARATION

700 N Mountain Ave #101

Ontario, California 91762

+1 909-983-8600
3.84 miles
4.5 / 5 (22 ratings)
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Personalized Business Service
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Personalized Business Service

1453 W Foothill Blvd

Upland, California 91786

+1 909-981-5661
2.35 miles
3.5 / 5 (22 ratings)
Bookkeeping
Accounting
Business Consulting
Payroll
CFO Services
Tax Preparation
Tax Planning
IRS Representation
Small Businesses
Non-profits
QuickBooks
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Anderson Tax Service
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Anderson Tax Service

1403 Foothill Blvd A

La Verne, California 91750

+1 909-593-0355
3.39 miles
4.5 / 5 (18 ratings)
Tax Preparation
Tax Planning
IRS Representation
Estate and Trust Tax
Small Businesses
Individual Taxpayers
Real Estate
Multi-state Experience
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American Financial Network, Inc.
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American Financial Network, Inc.

155 East C Street Suite B & C

Upland, CA 91786

+1 909-660-8000
4.86 miles
5 / 5 (15 ratings)
Bookkeeping
Accounting
Business Consulting
Financial Statements
Payroll
Tax Preparation
Tax Planning
Financial Advisory
Real Estate
QuickBooks
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Mi Oficina Income Tax & Insurance - Pomona
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Mi Oficina Income Tax & Insurance - Pomona

335 E Foothill Blvd

Pomona, California 91767

+1 909-287-1667
1.42 miles
5 / 5 (15 ratings)
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Tax Help US
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Tax Help US

2175 Foothill Blvd STE C

La Verne, California 91750

+1 909-593-7431
2.63 miles
5 / 5 (15 ratings)
Tax Preparation
Tax Planning
IRS Representation
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A&B Garcia Tax Services
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A&B Garcia Tax Services

325 N 2nd Ave

Upland, California 91786

+1 909-931-5000
4.04 miles
4.5 / 5 (15 ratings)
Tax Preparation
Small Businesses
Individual Taxpayers
Real Estate
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Kimeza Tax Services
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Kimeza Tax Services

678 S Indian Hill Blvd #125

Claremont, California 91711

+1 909-399-3122
1.78 miles
4 / 5 (13 ratings)
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Reyes Bookkeeping & Income Tax
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Reyes Bookkeeping & Income Tax

931 W Holt Blvd Suite C

Ontario, California 91762

+1 909-984-0217
4.35 miles
4.5 / 5 (12 ratings)
Bookkeeping
Business Consulting
Payroll
Tax Preparation
IRS Representation
Financial Advisory
Small Businesses
Individual Taxpayers
QuickBooks
Bilingual Services
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Agbincola Tax and Business Services
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Agbincola Tax and Business Services

130 S Mountain Ave Suite K

Upland, California 91786

+1 909-912-0140
2.99 miles
5 / 5 (11 ratings)
Tax Preparation
Tax Planning
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Gribbin Insurance & Tax Services
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Gribbin Insurance & Tax Services

1808 W Foothill Blvd # B

Upland, California 91786

+1 909-981-0761
1.79 miles
5 / 5 (10 ratings)
Tax Preparation
Tax Planning
IRS Representation
Financial Advisory
Estate and Trust Tax
Small Businesses
High-net-worth Individuals
Individual Taxpayers
State-Specific Experience
Multi-state Experience
Years of Practice
CPA License
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Joel Gutierrez Urquidez: Primerica - Financial Services
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Joel Gutierrez Urquidez: Primerica - Financial Services

4650 Arrow Hwy STE A2

Montclair, California 91763

+1 909-541-5138
1.38 miles
5 / 5 (10 ratings)
Tax Preparation
Tax Planning
Financial Advisory
Insurance Agencies
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Luis Alfonso Guico: Primerica - Financial Services
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Luis Alfonso Guico: Primerica - Financial Services

4650 Arrow Hwy STE A-3

Montclair, California 91763

+1 909-741-7112
1.38 miles
5 / 5 (10 ratings)
Payroll
Tax Preparation
Tax Planning
Budgeting
Forecasting
Financial Advisory
Estate and Trust Tax
Small Businesses
Mid-size Businesses
High-net-worth Individuals
Individual Taxpayers
Real Estate
Professional Services
Insurance Agencies
QuickBooks
Xero
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EAGLE TAX & NOTARY PUBLIC SERVICES
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EAGLE TAX & NOTARY PUBLIC SERVICES

615 N Euclid Ave Suite 102

Ontario, California 91762

+1 909-467-0702
4.67 miles
5 / 5 (9 ratings)
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Tax office of Rick Garrett
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Tax office of Rick Garrett

201 N Euclid Ave B

Upland, California 91786

+1 909-420-5077
3.89 miles
4.5 / 5 (9 ratings)
Tax Preparation
Tax Planning
IRS Representation
Small Businesses
Mid-size Businesses
High-net-worth Individuals
Individual Taxpayers
QuickBooks
In-person Support
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APG Accounting Investments Bookkeeping
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APG Accounting Investments Bookkeeping

5050 Palo Verde St #220

Montclair, California 91763

+1 800-770-3378
2.3 miles
5 / 5 (8 ratings)
Bookkeeping
Accounting
Business Consulting
Payroll
Tax Preparation
Tax Planning
Entity Structuring
Financial Advisory
Small Businesses
Startups
Individual Taxpayers
QuickBooks
State-Specific Experience
Years of Practice
CPA License
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Claremont Tax & Accounting
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Claremont Tax & Accounting

1960 Indian Hill Blvd

Pomona, California 91767

+1 909-624-5585
2.08 miles
4 / 5 (9 ratings)
Bookkeeping
Business Consulting
Payroll
Tax Preparation
IRS Representation
Small Businesses
Individual Taxpayers
QuickBooks
Multi-state Experience
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LA Top CPA, Accountant Claudia Topete
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LA Top CPA, Accountant Claudia Topete

237 W 4th St

Claremont, California 91711

+1 909-741-7897
0.78 miles
4.5 / 5 (8 ratings)
Bookkeeping
Accounting
Audit
Business Consulting
Payroll
Tax Preparation
Tax Planning
IRS Representation
Financial Advisory
Estate and Trust Tax
Small Businesses
QuickBooks
State-Specific Experience
Multi-state Experience
Local Tax Credits
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Mercedes Favela-ramirez: Primerica - Financial Services
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Mercedes Favela-ramirez: Primerica - Financial Services

4650 Arrow Hwy SUITE A-1

Montclair, California 91763

+1 909-624-3533
1.38 miles
5 / 5 (7 ratings)
Tax Preparation
Tax Planning
Financial Advisory
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Kerkstra Tax
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Kerkstra Tax

1633 N Mountain Ave

Upland, California 91784

+1 909-946-1000
2.85 miles
4 / 5 (7 ratings)
Bookkeeping
Business Consulting
Payroll
CFO Services
Tax Preparation
Tax Planning
IRS Representation
Financial Advisory
Estate and Trust Tax
Virtual CFO
Outsourced Accounting
Small Businesses
Startups
Individual Taxpayers
QuickBooks
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1on1financial
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1on1financial

818 N Mountain Ave #200

Upland, California 91786

+1 909-981-1720
2.79 miles
4 / 5 (7 ratings)
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McMenomy & Associates CPA's, LLP
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McMenomy & Associates CPA's, LLP

876 N Mountain Ave suite 105

Upland, California 91786

+1 909-294-2350
2.79 miles
4 / 5 (6 ratings)
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All Year Tax & Accounting Services
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All Year Tax & Accounting Services

928 N Garey Ave

Pomona, California 91767

+1 909-620-6386
3.49 miles
4 / 5 (6 ratings)
Bookkeeping
Payroll
Tax Preparation
Tax Planning
IRS Representation
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Madelyn Kay Brass: Primerica - Financial Services
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Madelyn Kay Brass: Primerica - Financial Services

151 D St

Upland, California 91786

+1 909-360-2316
4.01 miles
5 / 5 (5 ratings)
Tax Planning
Financial Advisory
Insurance Agencies
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Theresa Hansen CPA
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Theresa Hansen CPA

876 N Mountain Ave Suite 103

Upland, California 91786

+1 909-730-6157
2.78 miles
5 / 5 (5 ratings)
Tax Preparation
Tax Planning
Small Businesses
Individual Taxpayers
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P&G Accounting
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P&G Accounting

517 N Mountain Ave #128

Upland, California 91786

+1 909-912-0183
2.73 miles
5 / 5 (5 ratings)
Bookkeeping
Business Consulting
Financial Statements
Payroll
Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
Budgeting
QuickBooks
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Nevills Co
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Nevills Co

132 N Euclid Ave A

Upland, California 91786

+1 909-920-5552
3.97 miles
5 / 5 (5 ratings)
Accounting
Audit
Business Consulting
Payroll
Tax Preparation
Tax Planning
IRS Representation
Financial Advisory
Estate and Trust Tax
Small Businesses
High-net-worth Individuals
Individual Taxpayers
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Advanced Business Solution
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Advanced Business Solution

600 N Mountain Ave c201

Upland, California 91786

+1 909-740-3217
2.85 miles
5 / 5 (5 ratings)
Bookkeeping
Accounting
Business Consulting
Financial Statements
Payroll
Tax Preparation
Small Businesses
QuickBooks
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Yoss Allen Bernstein Lightfoot, LLP
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Yoss Allen Bernstein Lightfoot, LLP

300 W Foothill Blvd

Claremont, California 91711

+1 909-621-3023
0.17 miles
4 / 5 (5 ratings)
Bookkeeping
Business Consulting
Payroll
Tax Preparation
Tax Planning
Financial Advisory
Estate and Trust Tax
Small Businesses
High-net-worth Individuals
Individual Taxpayers
Non-profits
Real Estate
Healthcare
Professional Services
QuickBooks
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Robert Normandie EA & Associates
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Robert Normandie EA & Associates

370 S Euclid Ave

Upland, California 91786

+1 909-985-7466
4.09 miles
5 / 5 (4 ratings)
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TFA Champions
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TFA Champions

121 S Mountain Ave

Upland, California 91786

+1 909-240-6107
2.91 miles
5 / 5 (4 ratings)
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Julie Ryan - Barrett Financial Group L.L.C.
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Julie Ryan - Barrett Financial Group L.L.C.

123 E 9th St Suite 333 3rd Floor, Door 313

Upland, CA 91786

+1 909-856-9374
4.03 miles
5 / 5 (4 ratings)
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Kelly Accounting & Associates
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Kelly Accounting & Associates

1131 W 6th St #210

Ontario, California 91762

+1 909-687-7017
3.13 miles
5 / 5 (4 ratings)
Payroll
Tax Preparation
Tax Planning
Estate and Trust Tax
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M K Stark Co
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M K Stark Co

2078 Bonita Ave

La Verne, California 91750

+1 909-596-5001
3.04 miles
5 / 5 (4 ratings)
Bookkeeping
Accounting
Payroll
Tax Preparation
Small Businesses
Non-profits
QuickBooks
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Ira Cantos Dugang: Primerica - Financial Services
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Ira Cantos Dugang: Primerica - Financial Services

4650 Arrow Hwy STE A-3

Montclair, California 91763

+1 310-598-8596
1.38 miles
4.5 / 5 (4 ratings)
Tax Planning
Financial Advisory
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Edward Jones - Financial Advisor: Armando Armenta Sr
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Edward Jones - Financial Advisor: Armando Armenta Sr

341 W 1st St Suite 102

Claremont, California 91711

+1 909-500-0893
0.99 miles
5 / 5 (3 ratings)
Tax Planning
Financial Advisory
Estate and Trust Tax
High-net-worth Individuals
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JAMES K CHU CPA
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JAMES K CHU CPA

2377 W Foothill Blvd #13

Upland, California 91786

+1 626-986-8863
1.17 miles
5 / 5 (3 ratings)
Bookkeeping
Accounting
Business Consulting
Payroll
Tax Preparation
Tax Planning
IRS Representation
Financial Advisory
Estate and Trust Tax
E-Commerce
Real Estate
Healthcare
QuickBooks
Bilingual Services
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MCPA Tax & Business Consulting
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MCPA Tax & Business Consulting

1042 N Mountain Ave Ste B400

Upland, California 91786

+1 626-214-8821
2.79 miles
5 / 5 (3 ratings)
Business Consulting
Tax Preparation
Tax Planning
Financial Advisory
Small Businesses
Mid-size Businesses
High-net-worth Individuals
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Creative Nonprofit Business Consultants
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Creative Nonprofit Business Consultants

188 N Euclid Ave Suite 200-B

Upland, California 91786

+1 909-251-7660
3.96 miles
5 / 5 (3 ratings)
Business Consulting
Tax Preparation
Entity Structuring
Non-profits
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Godfrey & Hardy Tax & Business
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Godfrey & Hardy Tax & Business

8880 Benson Ave ste 102

Montclair, California 91763

+1 909-373-0770
2.37 miles
5 / 5 (3 ratings)
Bookkeeping
Audit
Assurance
Business Consulting
Financial Statements
Tax Preparation
Tax Planning
Small Businesses
Startups
Individual Taxpayers
QuickBooks
GAAP Compliance
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Nickel & Dime Bookkeeping & Taxes
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Nickel & Dime Bookkeeping & Taxes

404 N 2nd Ave A

Upland, California 91786

+1 909-713-4162
4.07 miles
4 / 5 (3 ratings)
Bookkeeping
Payroll
Tax Preparation
Small Businesses
Individual Taxpayers
Non-profits
QuickBooks
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Gould Asset Management LLC
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Gould Asset Management LLC

341 W 1st St #200

Claremont, California 91711

+1 909-445-1291
0.99 miles
5 / 5 (2 ratings)
Tax Preparation
Tax Planning
Financial Advisory
Estate and Trust Tax
High-net-worth Individuals
Complex Situations
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Chris Bautista: Primerica - Financial Services
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Chris Bautista: Primerica - Financial Services

4650 Arrow Hwy SUITE A-1

Montclair, California 91763

+1 909-237-1308
1.38 miles
5 / 5 (2 ratings)
Payroll
Tax Preparation
Tax Planning
Budgeting
Forecasting
Financial Advisory
Estate and Trust Tax
Small Businesses
Mid-size Businesses
High-net-worth Individuals
Individual Taxpayers
Insurance Agencies
QuickBooks
State-Specific Experience
Multi-state Experience
Bilingual Services
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Root Tax
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Root Tax

114 N Indian Hill Blvd Suite F

Claremont, California 91711

+1 949-849-4157
0.98 miles
5 / 5 (2 ratings)
Bookkeeping
Business Consulting
Payroll
Tax Preparation
Tax Planning
Budgeting
Estate and Trust Tax
Small Businesses
Individual Taxpayers
Real Estate
QuickBooks
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Merchants Bookkeeping
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Merchants Bookkeeping

516 N Laurel Ave

Ontario, California 91762

+1 909-983-0652
4.69 miles
5 / 5 (2 ratings)
Bookkeeping
Business Consulting
Financial Statements
Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
Estate and Trust Tax
Small Businesses
Mid-size Businesses
Individual Taxpayers
QuickBooks
GAAP Compliance
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Freedom Bookkeeping LLC
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Freedom Bookkeeping LLC

209 E I St

Ontario, California 91764

+1 909-921-5656
4.6 miles
5 / 5 (2 ratings)
Bookkeeping
Accounting
Financial Statements
Payroll
Tax Preparation
Sales Tax Compliance
Small Businesses
QuickBooks
Xero
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NMT Bookkeeping and Tax Service
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NMT Bookkeeping and Tax Service

615 N Benson Ave # G

Upland, California 91786

+1 909-204-2839
2.16 miles
5 / 5 (2 ratings)
Bookkeeping
Business Consulting
Financial Statements
Payroll
Tax Preparation
Tax Planning
Budgeting
Forecasting
Financial Advisory
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Tom Aminikharrazi: Primerica - Financial Services
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Tom Aminikharrazi: Primerica - Financial Services

151 D St

Upland, California 91786

+1 909-944-3390
4.01 miles
5 / 5 (1 ratings)
Tax Preparation
Tax Planning
Financial Advisory
Estate and Trust Tax
Small Businesses
Individual Taxpayers
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Pedersen Financial Services
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Pedersen Financial Services

305 N 2nd Ave #296

Upland, California 91786

+1 800-351-3701
4.05 miles
5 / 5 (1 ratings)
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Financial Designs Corporation
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Financial Designs Corporation

540 W Baseline Rd Suite #10

Claremont, California 91711

+1 909-626-1642
0.88 miles
5 / 5 (1 ratings)
Tax Preparation
Tax Planning
Financial Advisory
Estate and Trust Tax
High-net-worth Individuals
Risk Management
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Thomas Investment Group
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Thomas Investment Group

1291 N Indian Hill Blvd Unit A

Claremont, California 91711

+1 909-626-9997
0.24 miles
5 / 5 (1 ratings)
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Stark Wealth Management
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Stark Wealth Management

246 N Indian Hill Blvd

Claremont, California 91711

+1 909-624-3949
0.88 miles
5 / 5 (1 ratings)
Business Consulting
Tax Preparation
Tax Planning
IRS Representation
Financial Advisory
Estate and Trust Tax
High-net-worth Individuals
Risk Management
Multi-state Experience
Years of Practice
CPA License
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Ronald Coleman Advisors
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Ronald Coleman Advisors

333 N Indian Hill Blvd

Claremont, California 91711

+1 909-480-4144
0.81 miles
5 / 5 (1 ratings)
Business Consulting
Tax Preparation
Tax Planning
Financial Advisory
Small Businesses
Mid-size Businesses
High-net-worth Individuals
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Mangus Finance
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Mangus Finance

3628 Lynoak Dr Suite 203

Claremont, California 91711

+1 424-291-2102
1.24 miles
5 / 5 (1 ratings)
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Wisemoney Solutions
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Wisemoney Solutions

3927 Shelter Grove Dr

Claremont, California 91711

+1 909-392-0186
1.57 miles
5 / 5 (1 ratings)
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Norma Darling: Primerica - Financial Services
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Norma Darling: Primerica - Financial Services

4650 Arrow Hwy SUITE A-1

Montclair, California 91763

+1 888-318-9655
1.34 miles
5 / 5 (1 ratings)
Tax Preparation
Tax Planning
Financial Advisory
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Frank Beltran: Primerica - Financial Services
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Frank Beltran: Primerica - Financial Services

4650 Arrow Hwy SUITE A-1

Montclair, California 91763

+1 909-482-4440
1.38 miles
5 / 5 (1 ratings)
Bookkeeping
Accounting
Financial Statements
Payroll
Tax Preparation
Tax Planning
Budgeting
Forecasting
Financial Advisory
Estate and Trust Tax
Small Businesses
Mid-size Businesses
High-net-worth Individuals
Individual Taxpayers
Real Estate
Insurance Agencies
QuickBooks
Multi-state Experience
Bilingual Services
Years of Practice
CPA License
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Neal Gurfein: Primerica - Financial Services
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Neal Gurfein: Primerica - Financial Services

4650 Arrow Hwy SUITE A-1

Montclair, California 91763

+1 626-334-1900
1.34 miles
5 / 5 (1 ratings)
Tax Planning
Financial Advisory
Insurance Agencies
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Raul Marquez, CPA Accounting Office
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Raul Marquez, CPA Accounting Office

525 W Holt Blvd

Ontario, California 91762

+1 909-271-8026
4.73 miles
5 / 5 (1 ratings)
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Taxx Pros, Inc.
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Taxx Pros, Inc.

1221 N Gordon St

Pomona, California 91768

+1 909-620-9911
3.41 miles
5 / 5 (1 ratings)
Business Consulting
Payroll
Tax Preparation
Tax Planning
Financial Advisory
Small Businesses
Individual Taxpayers
QuickBooks
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Tax Link
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Tax Link

2335 W Foothill Blvd # 16

Upland, California 91786

+1 909-621-1982
1.2 miles
5 / 5 (1 ratings)
Tax Preparation
Tax Planning
IRS Representation
Estate and Trust Tax
Individual Taxpayers
State-Specific Experience
Multi-state Experience
Local Tax Credits
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Kimmel & Associates
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Kimmel & Associates

1420 N Claremont Blvd Suite 205B

Claremont, California 91711

+1 909-445-8864
0.92 miles
5 / 5 (1 ratings)
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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.