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Paramount Tax & Accounting CPAs Rancho Cucamonga
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Paramount Tax & Accounting CPAs Rancho Cucamonga

8577 Haven Ave STE 308

Rancho Cucamonga, California 91730

+1 909-484-3404
3.21 miles
4.5 / 5 (382 ratings)
Bookkeeping
Business Consulting
Payroll
Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
Small Businesses
Individual Taxpayers
QuickBooks
Remote Services
Bilingual Services
In-person Support
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RCS Tax Group
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RCS Tax Group

3200 E Guasti Rd Ste 100 Unit 7

Ontario, California 91761

+1 626-413-3204
2.58 miles
4.5 / 5 (174 ratings)
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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
1.74 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
2.1 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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Oak Tree Financial & Tax Services
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Oak Tree Financial & Tax Services

9457 Cedar Glen Pl

Rancho Cucamonga, California 91730

+1 626-967-5512
1.78 miles
4.5 / 5 (89 ratings)
Tax Preparation
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Wadhwani & Shanfeld
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Wadhwani & Shanfeld

3200 E Guasti Rd #100

Ontario, California 91761

+1 909-340-3497
2.58 miles
4.5 / 5 (82 ratings)
Tax Preparation
Tax Planning
IRS Representation
Financial Advisory
Real Estate
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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
2.04 miles
4.5 / 5 (76 ratings)
Tax Preparation
Tax Planning
Financial Advisory
Small Businesses
Mid-size Businesses
Individual Taxpayers
Real Estate
QuickBooks
Xero
GAAP Compliance
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Finkoy
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Finkoy

7379 Milliken Ave UNIT 135

Rancho Cucamonga, California 91730

+1 909-280-5000
4.89 miles
4.5 / 5 (77 ratings)
Tax Preparation
Small Businesses
Individual Taxpayers
Real Estate
Remote Services
Years of Practice
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Powerhouse Financial & Associates
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Powerhouse Financial & Associates

3400 Inland Empire Blvd #101

Ontario, California 91764

+1 213-500-4714
2.69 miles
4.5 / 5 (78 ratings)
Tax Preparation
Tax Planning
IRS Representation
Financial Advisory
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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
2.1 miles
5 / 5 (65 ratings)
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Tax365
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Tax365

720 N Archibald Ave c

Ontario, California 91764

+1 909-975-2775
1.89 miles
4.5 / 5 (60 ratings)
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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
3.72 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
3.39 miles
4 / 5 (60 ratings)
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SUPREME CAPITAL FUNDING INC.
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SUPREME CAPITAL FUNDING INC.

3CFR+94, 921 N Milliken Ave SUITE A #1168

Ontario, California 91764

+1 714-576-6027
3.69 miles
4.5 / 5 (48 ratings)
Bookkeeping
Business Consulting
Tax Preparation
Tax Planning
Financial Advisory
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Mi Oficina Income Tax & Insurance
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Mi Oficina Income Tax & Insurance

1245 N Grove Ave a

Ontario, California 91764

+1 909-984-4900
0.41 miles
4.5 / 5 (49 ratings)
Business Consulting
Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
Small Businesses
Individual Taxpayers
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AAA Tax Service
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AAA Tax Service

9836 Foothill Blvd #2

Rancho Cucamonga, California 91730

+1 909-989-9600
2.9 miles
4 / 5 (48 ratings)
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Statewide Funding
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Statewide Funding

3190 E Shelby St #A2

Ontario, California 91764

+1 909-718-4848
2.52 miles
4.5 / 5 (44 ratings)
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
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Madero Accountancy Practice, PC
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Madero Accountancy Practice, PC

4055 E Hamilton Paseo

Ontario, California 91761

+1 909-375-1250
5.55 miles
4.5 / 5 (39 ratings)
Bookkeeping
Accounting
Payroll
Tax Preparation
Tax Planning
Financial Advisory
QuickBooks
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Tax Prep Services Inc.
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Tax Prep Services Inc.

9375 Archibald Ave Suite 110

Rancho Cucamonga, California 91730

+1 909-419-5833
1.89 miles
5 / 5 (38 ratings)
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Enriquez Income Tax
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Enriquez Income Tax

610 E Francis St Unit 180

Ontario, California 91761

+1 909-460-0659
2.66 miles
4 / 5 (44 ratings)
Tax Preparation
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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
3.18 miles
5 / 5 (35 ratings)
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Cifuentes & Associates Ltd. Liability Co.
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Cifuentes & Associates Ltd. Liability Co.

3400 Inland Empire Blvd #101

Ontario, California 91764

+1 909-324-4464
2.69 miles
5 / 5 (33 ratings)
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Integrity Financial & Insurance Services
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Integrity Financial & Insurance Services

3633 Inland Empire Blvd Suite 860

Ontario, California 91764

+1 909-599-2800
3.14 miles
5 / 5 (31 ratings)
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Olympus Financial
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Olympus Financial

10604 Trademark Pkwy N STE 300

Rancho Cucamonga, California 91730

+1 909-945-5100
3.01 miles
4.5 / 5 (31 ratings)
Bookkeeping
Business Consulting
Financial Statements
Tax Preparation
Tax Planning
IRS Representation
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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
2.03 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
3.13 miles
4.5 / 5 (30 ratings)
Tax Preparation
Tax Planning
Financial Advisory
Estate and Trust Tax
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Xel Advisors, Inc., CPA
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Xel Advisors, Inc., CPA

337 N Vineyard Ave #230

Ontario, California 91764

+1 909-750-0462
1.01 miles
4.5 / 5 (29 ratings)
Bookkeeping
Business Consulting
Payroll
CFO Services
Tax Preparation
Tax Planning
Entity Structuring
Financial Advisory
Mergers and Acquisitions
Virtual CFO
Outsourced Accounting
Small Businesses
Mid-size Businesses
High-net-worth Individuals
Startups
Individual Taxpayers
Non-profits
E-Commerce
Real Estate
Healthcare
Hospitality
Construction
Professional Services
Risk Management
Remote Services
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Hongda Tax and Accounting Services
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Hongda Tax and Accounting Services

337 N Vineyard Ave 4th fl Ste 400

Ontario, California 91764

+1 951-880-3938
1.01 miles
4.5 / 5 (29 ratings)
Bookkeeping
Tax Preparation
Tax Planning
Small Businesses
Individual Taxpayers
QuickBooks
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ZAMS Financials, A CPA firm
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ZAMS Financials, A CPA firm

9377 Haven Ave #210

Rancho Cucamonga, California 91730

+1 909-738-0904
2.92 miles
5 / 5 (28 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
3.13 miles
5 / 5 (27 ratings)
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Whyte & Associates, Inc.
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Whyte & Associates, Inc.

10370 Commerce Center Dr #130

Rancho Cucamonga, California 91730

+1 909-575-0080
2.65 miles
4.5 / 5 (27 ratings)
Bookkeeping
Accounting
Audit
Business Consulting
Payroll
CFO Services
Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
Financial Advisory
Estate and Trust Tax
Small Businesses
Mid-size Businesses
High-net-worth Individuals
Startups
Non-profits
Real Estate
Healthcare
Restaurants
Professional Services
QuickBooks
GAAP Compliance
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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
3.19 miles
4 / 5 (30 ratings)
Tax Preparation
Tax Planning
Financial Advisory
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ROARK | CFO & Controllers | Executive Search | Project Consultants
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ROARK | CFO & Controllers | Executive Search | Project Consultants

3200 E Guasti Rd #100

Ontario, California 91761

+1 909-677-2200
2.58 miles
5 / 5 (25 ratings)
Accounting
Audit
CFO Services
Financial Advisory
Mergers and Acquisitions
Virtual CFO
Outsourced Accounting
Project-Based Engagements
GAAP Compliance
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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
2.96 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
2.78 miles
4 / 5 (27 ratings)
Tax Preparation
Small Businesses
Individual Taxpayers
Bilingual Services
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J's Top Dollar Professional Tax Services
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J's Top Dollar Professional Tax Services

8350 Archibald Ave UNIT 130

Rancho Cucamonga, California 91730

+1 949-929-3076
2.49 miles
5 / 5 (23 ratings)
Bookkeeping
Tax Preparation
Tax Planning
Small Businesses
Individual Taxpayers
State-Specific Experience
Multi-state Experience
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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
3.13 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
3.13 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
2.56 miles
4.5 / 5 (22 ratings)
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James Accounting Service
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James Accounting Service

+1 909-545-6518
5.25 miles
4.5 / 5 (22 ratings)
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Simplicity Financial
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Simplicity Financial

11175 Azusa Ct Suite 110

Rancho Cucamonga, California 91730

+1 951-444-1895
3.76 miles
5 / 5 (18 ratings)
Bookkeeping
Accounting
Business Consulting
Financial Statements
CFO Services
Tax Preparation
Tax Planning
Budgeting
Forecasting
Financial Advisory
Virtual CFO
Outsourced Accounting
Small Businesses
Startups
Freelancers
Individual Taxpayers
Non-profits
QuickBooks
Risk Management
Remote Services
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Lorena's Income Tax
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Lorena's Income Tax

8137 Malachite Ave B

Rancho Cucamonga, California 91730

+1 909-980-1601
2.59 miles
4 / 5 (20 ratings)
Bookkeeping
Accounting
Financial Statements
Payroll
Tax Preparation
Tax Planning
IRS Representation
Sales Tax Compliance
Entity Structuring
Small Businesses
Startups
Freelancers
Expatriates
Foreign Nationals
Individual Taxpayers
QuickBooks
Xero
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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
3.67 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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Cornerstone Capital
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Cornerstone Capital

3281 E Guasti Rd Suite 430

Ontario, California 91761

+1 951-223-4777
2.69 miles
5 / 5 (17 ratings)
Financial Advisory
Small Businesses
Mid-size Businesses
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G&S Accountancy
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G&S Accountancy

8300 Utica Ave #283

Rancho Cucamonga, California 91730

+1 909-217-7855
3.54 miles
4.5 / 5 (17 ratings)
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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
1.66 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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Genaro Martinez: Primerica - Financial Services
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Genaro Martinez: Primerica - Financial Services

8540 Archibald Ave Suite 18D

Rancho Cucamonga, California 91730

+1 909-233-4612
2.34 miles
5 / 5 (15 ratings)
Tax Planning
Financial Advisory
Insurance Agencies
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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
2.01 miles
4.5 / 5 (15 ratings)
Tax Preparation
Small Businesses
Individual Taxpayers
Real Estate
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Rancho Tax & Accounting Services
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Rancho Tax & Accounting Services

10630 Town Center Dr #109

Rancho Cucamonga, California 91730

+1 909-538-8880
3.86 miles
4.5 / 5 (15 ratings)
Bookkeeping
Business Consulting
Payroll
Tax Preparation
Tax Planning
IRS Representation
Sales Tax Compliance
Estate and Trust Tax
Small Businesses
Individual Taxpayers
QuickBooks
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Meza CPA Tax & Accounting
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Meza CPA Tax & Accounting

337 N Vineyard Ave suit 400

Ontario, California 91764

+1 909-279-0009
1.01 miles
5 / 5 (14 ratings)
Bookkeeping
Accounting
Business Consulting
Tax Preparation
Tax Planning
Entity Structuring
Small Businesses
Individual Taxpayers
Real Estate
Healthcare
Restaurants
Remote Services
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PB Financial Group Corporation - Ontario Office
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PB Financial Group Corporation - Ontario Office

3281 E Guasti Rd Suite #700

Ontario, California 91761

+1 909-457-0003
2.69 miles
4.5 / 5 (14 ratings)
Business Consulting
Financial Statements
Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
Financial Advisory
Estate and Trust Tax
Forensic Accounting
Mergers and Acquisitions
Real Estate
QuickBooks
Xero
GAAP Compliance
State-Specific Experience
Multi-state Experience
Cross-border Taxation
Local Tax Credits
Nexus Determination
Years of Practice
CPA License
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JAGG Tax Solution, Inc.
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JAGG Tax Solution, Inc.

11756 Central Ave suite a

Chino, California 91710

+1 909-590-9307
4.49 miles
4 / 5 (14 ratings)
Tax Preparation
IRS Representation
Entity Structuring
Small Businesses
Individual Taxpayers
Multi-state Experience
Bilingual Services
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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
2.53 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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Journey Financial Group
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Journey Financial Group

9431 Haven Ave #232

Rancho Cucamonga, California 91730

+1 888-560-4299
2.92 miles
5 / 5 (11 ratings)
Business Consulting
Tax Preparation
Tax Planning
Financial Advisory
Estate and Trust Tax
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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
2.8 miles
5 / 5 (11 ratings)
Tax Preparation
Tax Planning
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Gordon W. McNamee, CPA
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Gordon W. McNamee, CPA

9445 Buttonwood Ct

Rancho Cucamonga, California 91730

+1 909-949-4898
1.52 miles
4.5 / 5 (11 ratings)
Bookkeeping
Payroll
Tax Preparation
Tax Planning
Small Businesses
High-net-worth Individuals
Individual Taxpayers
Real Estate
QuickBooks
State-Specific Experience
Multi-state Experience
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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
4.12 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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MILES Financial Group
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MILES Financial Group

3633 Inland Empire Blvd Ste 650

Ontario, California 91764

+1 909-458-0418
3.13 miles
5 / 5 (10 ratings)
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Ramirez Financial Services, Inc.
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Ramirez Financial Services, Inc.

9363 Biscayne Dr

Rancho Cucamonga, California 91730

+1 909-714-0866
1.46 miles
5 / 5 (10 ratings)
Business Consulting
Payroll
Tax Preparation
IRS Representation
Small Businesses
Individual Taxpayers
Bilingual Services
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Jewels Taxes and Bookkeeping
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Jewels Taxes and Bookkeeping

1945 E Riverside Dr #20

Ontario, California 91761

+1 909-773-1863
4.01 miles
5 / 5 (10 ratings)
Bookkeeping
Business Consulting
Payroll
Tax Preparation
Tax Planning
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Alta Loma Tax & Accounting, LLC
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Alta Loma Tax & Accounting, LLC

7168 Archibald Ave #230

Alta Loma, California 91701

+1 909-484-4829
3.75 miles
5 / 5 (10 ratings)
Payroll
Tax Preparation
Tax Planning
IRS Representation
Small Businesses
Individual Taxpayers
QuickBooks
State-Specific Experience
Multi-state Experience
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Diskmate Bookkeeping and Tax Services
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Diskmate Bookkeeping and Tax Services

8350 Archibald Ave #230

Rancho Cucamonga, California 91730

+1 909-972-3051
2.49 miles
4.5 / 5 (10 ratings)
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SB CPA INC
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SB CPA INC

4345 E Lowell St STE G

Ontario, California 91761

+1 866-256-8167
4.26 miles
5 / 5 (9 ratings)
Bookkeeping
Accounting
Audit
Business Consulting
Financial Statements
Tax Preparation
Tax Planning
IRS Representation
Sales Tax Compliance
Entity Structuring
Small Businesses
Mid-size Businesses
QuickBooks
GAAP Compliance
State-Specific Experience
Multi-state Experience
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Alta Loma Finance & Tax
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Alta Loma Finance & Tax

9033 Base Line Rd Ste H

Rancho Cucamonga, California 91730

+1 909-560-3597
3.24 miles
5 / 5 (9 ratings)
Business Consulting
Tax Preparation
Tax Planning
IRS Representation
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Scales of Success Financial
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Scales of Success Financial

8280 Aspen Ave

Rancho Cucamonga, California 91730

+1 909-500-2905
3.63 miles
5 / 5 (9 ratings)
Tax Preparation
Financial Advisory
Small Businesses
Individual Taxpayers
Real Estate
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Corellia Finance & Tax
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Corellia Finance & Tax

2990 Inland Empire Blvd #114

Ontario, California 91764

+1 909-621-9718
2.21 miles
5 / 5 (9 ratings)
Business Consulting
Tax Preparation
Tax Planning
IRS Representation
Financial Advisory
Small Businesses
Individual Taxpayers
Real Estate
QuickBooks
Multi-state Experience
CPA License
Visit Website Get Directions
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
1.58 miles
5 / 5 (9 ratings)
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Legacy
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Legacy

10832 Laurel St #203

Rancho Cucamonga, California 91730

+1 909-948-0700
3.81 miles
4.5 / 5 (9 ratings)
Tax Planning
Financial Advisory
Estate and Trust Tax
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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
2.07 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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Lonny Hytrek PC
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Lonny Hytrek PC

445 SW 24th St

Ontario, Oregon 97914

+1 541-889-5318
688.16 miles
4.5 / 5 (9 ratings)
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Edson Nieto Ramirez: Primerica - Financial Services
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Edson Nieto Ramirez: Primerica - Financial Services

1801 Excise Ave STE 107

Ontario, California 91761

+1 760-590-3946
3.66 miles
5 / 5 (8 ratings)
Tax Planning
Financial Advisory
Small Businesses
High-net-worth Individuals
Individual Taxpayers
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Cheatham & Associates
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Cheatham & Associates

8480 Red Oak St

Rancho Cucamonga, California 91730

+1 909-944-0446
3.56 miles
5 / 5 (8 ratings)
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JDK SERVICES LLC
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JDK SERVICES LLC

3281 E Guasti Rd Suite #700

Ontario, California 91761

+1 832-226-7110
2.69 miles
5 / 5 (7 ratings)
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We Care Tax LLC
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We Care Tax LLC

3281 E Guasti Rd STE 732

Ontario, California 91761

+1 909-962-9578
2.69 miles
5 / 5 (7 ratings)
Bookkeeping
Payroll
Tax Preparation
Tax Planning
Small Businesses
QuickBooks
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Kerkstra Tax
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Kerkstra Tax

1633 N Mountain Ave

Upland, California 91784

+1 909-946-1000
4.14 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
3.18 miles
4 / 5 (7 ratings)
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Barbara Robertson & Associates
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Barbara Robertson & Associates

2990 Inland Empire Blvd # 107

Ontario, California 91764

+1 909-466-7466
2.21 miles
4.5 / 5 (6 ratings)
Bookkeeping
Tax Preparation
IRS Representation
Small Businesses
Individual Taxpayers
QuickBooks
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SOUTHERN CALIFORNIA TAX GROUP
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SOUTHERN CALIFORNIA TAX GROUP

7365 Carnelian St Ste 242

Rancho Cucamonga, California 91730

+1 909-929-1829
3.12 miles
4 / 5 (6 ratings)
Bookkeeping
Accounting
Business Consulting
Financial Statements
Payroll
Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
Small Businesses
Individual Taxpayers
QuickBooks
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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
3.22 miles
4 / 5 (6 ratings)
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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
2.07 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
3.22 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
3.13 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
1.97 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
3.06 miles
5 / 5 (5 ratings)
Bookkeeping
Accounting
Business Consulting
Financial Statements
Payroll
Tax Preparation
Small Businesses
QuickBooks
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Pierpont Investment Group
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Pierpont Investment Group

3200 E Guasti Rd Ste 100

Ontario, California 91761

+1 909-456-8891
2.58 miles
4.5 / 5 (5 ratings)
Business Consulting
Financial Statements
Tax Preparation
Tax Planning
Financial Advisory
Small Businesses
High-net-worth Individuals
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Relax It's Just Tax
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Relax It's Just Tax

10681 Foothill Blvd #140

Rancho Cucamonga, California 91730

+1 909-694-4100
3.66 miles
4 / 5 (5 ratings)
Tax Preparation
Tax Planning
IRS Representation
Small Businesses
Individual Taxpayers
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
1.73 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
2.88 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
1.96 miles
5 / 5 (4 ratings)
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Business Funding Credit
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Business Funding Credit

3200 E Guasti Rd Suite 100

Ontario, California 91761

+1 888-500-5967
2.58 miles
5 / 5 (4 ratings)
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Gemini Professional Services, Inc.
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Gemini Professional Services, Inc.

167 N 3rd Ave K

Upland, California 91786

+1 909-920-0541
1.85 miles
5 / 5 (4 ratings)
Bookkeeping
Accounting
Business Consulting
Payroll
Tax Preparation
Tax Planning
IRS Representation
Financial Advisory
Small Businesses
Individual Taxpayers
QuickBooks
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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
2.75 miles
5 / 5 (4 ratings)
Payroll
Tax Preparation
Tax Planning
Estate and Trust Tax
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Burns Tax & Wealth Management
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Burns Tax & Wealth Management

1920 S Archibald Ave f

Ontario, California 91761

+1 951-734-5879
3.15 miles
5 / 5 (4 ratings)
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Werner & Company
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Werner & Company

9587 Arrow Route STE G

Rancho Cucamonga, California 91730

+1 909-727-3076
2.26 miles
5 / 5 (4 ratings)
Bookkeeping
Accounting
Financial Statements
Payroll
Tax Preparation
Tax Planning
Small Businesses
QuickBooks
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Tiempo Tax & Accounting
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Tiempo Tax & Accounting

5426 Riverside Dr suite A

Chino, California 91710

+1 909-227-8311
5.29 miles
5 / 5 (4 ratings)
Bookkeeping
Accounting
Payroll
Tax Preparation
Tax Planning
Sales Tax Compliance
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JC&A Accounting
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JC&A Accounting

8655 Haven Ave SUIT 200

Rancho Cucamonga, California 91730

+1 909-982-7180
3.16 miles
4.5 / 5 (4 ratings)
Accounting
Business Consulting
Payroll
Tax Preparation
Tax Planning
IRS Representation
Financial Advisory
Small Businesses
Mid-size Businesses
Non-profits
QuickBooks
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HR & Associates, LLP
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HR & Associates, LLP

10670 Civic Center Dr #200

Rancho Cucamonga, California 91730

+1 909-444-0021
3.49 miles
4 / 5 (4 ratings)
Accounting
Business Consulting
Payroll
Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
Financial Advisory
Mergers and Acquisitions
Small Businesses
Mid-size Businesses
High-net-worth Individuals
Startups
Non-profits
Real Estate
Restaurants
Construction
Professional Services
Manufacturing
QuickBooks
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Khandelwal & Associates
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Khandelwal & Associates

8588 Utica Ave STE 100

Rancho Cucamonga, California 91730

+1 909-476-7250
3.28 miles
5 / 5 (3 ratings)
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Abril Business Services
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Abril Business Services

9033 Base Line Rd d2

Rancho Cucamonga, California 91730

+1 909-980-1408
3.24 miles
5 / 5 (3 ratings)
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Tara Sibrian - Thrivent
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Tara Sibrian - Thrivent

3200 Inland Empire Blvd #290

Ontario, California 91764

+1 909-920-5303
2.57 miles
5 / 5 (3 ratings)
Business Consulting
Tax Preparation
Tax Planning
Financial Advisory
High-net-worth Individuals
QuickBooks
Risk Management
Multi-state Experience
Remote Services
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Mallory Wealth Management
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Mallory Wealth Management

800 N Haven Ave #350

Ontario, California 91764

+1 909-972-0148
2.88 miles
5 / 5 (3 ratings)
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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
3.37 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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SDDS Computer Accounting, Tax Preparation Service
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SDDS Computer Accounting, Tax Preparation Service

2139 E 4th St SPC 97

Ontario, California 91764

+1 909-987-2408
1.14 miles
5 / 5 (3 ratings)
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One Stop Tax Services
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One Stop Tax Services

2990 Inland Empire Blvd

Ontario, California 91764

+1 909-451-3026
2.21 miles
5 / 5 (3 ratings)
Tax Preparation
Tax Planning
Small Businesses
Individual Taxpayers
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Cloud Bookkeeping, Inc.
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Cloud Bookkeeping, Inc.

3281 E Guasti Rd Suite #700

Ontario, California 91761

+1 909-952-3804
2.69 miles
5 / 5 (3 ratings)
Bookkeeping
Accounting
Financial Statements
Payroll
Tax Preparation
Tax Planning
Budgeting
Small Businesses
Healthcare
Restaurants
Construction
QuickBooks
Xero
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Metin Oruc, EA
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Metin Oruc, EA

720 N Archibald Ave c

Ontario, California 91764

+1 909-767-3319
1.89 miles
5 / 5 (3 ratings)
Tax Preparation
Tax Planning
IRS Representation
Small Businesses
Individual Taxpayers
Remote Services
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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
2 miles
5 / 5 (3 ratings)
Business Consulting
Tax Preparation
Entity Structuring
Non-profits
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Rest @ Ease Tax & Acct.
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Rest @ Ease Tax & Acct.

8333 Foothill Blvd STE 107

Rancho Cucamonga, California 91730

+1 909-527-2617
1.95 miles
5 / 5 (3 ratings)
Payroll
Tax Preparation
Tax Planning
IRS Representation
Small Businesses
Individual Taxpayers
QuickBooks
Remote Services
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Collaborative Tax Partners, LLC
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Collaborative Tax Partners, LLC

8885 Haven Ave #170

Rancho Cucamonga, California 91730

+1 877-634-3377
3.07 miles
5 / 5 (3 ratings)
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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
3.43 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
2.03 miles
4 / 5 (3 ratings)
Bookkeeping
Payroll
Tax Preparation
Small Businesses
Individual Taxpayers
Non-profits
QuickBooks
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Upland - Raymond James
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Upland - Raymond James

1125 E 16th St Ste 1

Upland, California 91784

+1 909-981-8996
3.2 miles
5 / 5 (2 ratings)
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Trinity Financial Partners
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Trinity Financial Partners

8885 Haven Ave #100

Rancho Cucamonga, California 91730

+1 909-481-4000
3.06 miles
5 / 5 (2 ratings)
Tax Planning
Financial Advisory
Estate and Trust Tax
Risk Management
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Next Phase Money Management
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Next Phase Money Management

9431 Haven Ave #617

Rancho Cucamonga, California 91730

+1 626-389-9990
2.92 miles
5 / 5 (2 ratings)
Tax Planning
Budgeting
Forecasting
Financial Advisory
Estate and Trust Tax
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Cary Contratto: Primerica - Financial Services
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Cary Contratto: Primerica - Financial Services

1801 Excise Ave STE 107

Ontario, California 91761

+1 909-214-4776
3.66 miles
5 / 5 (2 ratings)
Tax Preparation
Tax Planning
Financial Advisory
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Richard Roybal: Primerica - Financial Services
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Richard Roybal: Primerica - Financial Services

1801 Excise Ave STE 107

Ontario, California 91761

+1 909-434-4567
3.66 miles
5 / 5 (2 ratings)
Tax Planning
Financial Advisory
Insurance Agencies
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Sarmistha Ghanshyam: Primerica - Financial Services
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Sarmistha Ghanshyam: Primerica - Financial Services

337 N Vineyard Ave #100

Ontario, California 91764

+1 626-818-9039
1.01 miles
5 / 5 (2 ratings)
Tax Preparation
Tax Planning
Financial Advisory
Insurance Agencies
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Simone Alexander-Morris: Primerica - Financial Services
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Simone Alexander-Morris: Primerica - Financial Services

1801 Excise Ave #111

Ontario, California 91761

+1 909-218-4927
3.66 miles
5 / 5 (2 ratings)
Tax Planning
Financial Advisory
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Merchants Bookkeeping
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Merchants Bookkeeping

516 N Laurel Ave

Ontario, California 91762

+1 909-983-0652
1.64 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
1.4 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
3.66 miles
5 / 5 (2 ratings)
Bookkeeping
Business Consulting
Financial Statements
Payroll
Tax Preparation
Tax Planning
Budgeting
Forecasting
Financial Advisory
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Suchan & Associates - An Accountancy Corporation
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Suchan & Associates - An Accountancy Corporation

8588 Utica Ave STE 100

Rancho Cucamonga, California 91730

+1 909-781-6443
3.28 miles
5 / 5 (2 ratings)
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Accountax
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Accountax

10722 Arrow Route STE 308

Rancho Cucamonga, California 91730

+1 909-466-3880
3.5 miles
5 / 5 (2 ratings)
Bookkeeping
Business Consulting
Financial Statements
Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
Estate and Trust Tax
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iMPower Tax Solutions
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iMPower Tax Solutions

8325 Haven Ave Suite 209

Rancho Cucamonga, California 91730

+1 909-929-1029
3.32 miles
5 / 5 (2 ratings)
Tax Preparation
Tax Planning
IRS Representation
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Patricia Silguero: Primerica - Financial Services
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Patricia Silguero: Primerica - Financial Services

8540 Archibald Ave Suite 18D

Rancho Cucamonga, California 91730

+1 909-987-9761
2.34 miles
5 / 5 (2 ratings)
Tax Planning
Financial Advisory
Insurance Agencies
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PDE Wealth Advisors, LLC
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PDE Wealth Advisors, LLC

10370 Commerce Center Dr

Rancho Cucamonga, California 91730

+1 909-295-5504
2.65 miles
4.5 / 5 (2 ratings)
Tax Planning
Financial Advisory
Estate and Trust Tax
Risk Management
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Raymundo CPA & Associates Inc
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Raymundo CPA & Associates Inc

8400 Maple Pl Ste 108

Rancho Cucamonga, California 91730

+1 951-313-2132
3.9 miles
5 / 5 (1 ratings)
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Burns & Johnston, CPAs & Business Advisors, LLP
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Burns & Johnston, CPAs & Business Advisors, LLP

9620 Center Ave

Rancho Cucamonga, California 91730

+1 909-944-2959
2.6 miles
5 / 5 (1 ratings)
Bookkeeping
Accounting
Business Consulting
Financial Statements
Payroll
CFO Services
Tax Preparation
Tax Planning
Sales Tax Compliance
Budgeting
Financial Advisory
Small Businesses
High-net-worth Individuals
Individual Taxpayers
QuickBooks
Years of Practice
CPA License
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GYL CPAs and Advisors
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GYL CPAs and Advisors

4120 Concours St # 100

Ontario, California 91764

+1 909-948-9990
3.57 miles
5 / 5 (1 ratings)
Accounting
Audit
Assurance
Business Consulting
Financial Statements
Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
Budgeting
Forecasting
Financial Advisory
Estate and Trust Tax
Mergers and Acquisitions
Outsourced Accounting
Small Businesses
Mid-size Businesses
High-net-worth Individuals
Individual Taxpayers
Non-profits
Real Estate
Construction
Contractors
Professional Services
Automotive
GAAP Compliance
Internal Controls
State-Specific Experience
Multi-state Experience
CPA License
In-person Support
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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
2.07 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
1.99 miles
5 / 5 (1 ratings)
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Edward Jones - Financial Advisor: Susan E Pennington
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Edward Jones - Financial Advisor: Susan E Pennington

8744 19th St

Alta Loma, California 91701

+1 909-941-6785
4.04 miles
5 / 5 (1 ratings)
Business Consulting
Financial Statements
Tax Planning
Budgeting
Forecasting
Financial Advisory
Estate and Trust Tax
High-net-worth Individuals
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The Financial Architects - Arcadian Group
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The Financial Architects - Arcadian Group

8215 White Oak Ave Suite 101

Rancho Cucamonga, California 91730

+1 909-497-2950
3.99 miles
5 / 5 (1 ratings)
Tax Planning
Financial Advisory
Estate and Trust Tax
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Northwestern Mutual - Ontario
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Northwestern Mutual - Ontario

3633 Inland Empire Blvd Suite 790

Ontario, California 91764

+1 909-757-6933
3.14 miles
5 / 5 (1 ratings)
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B P Financial Group
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B P Financial Group

3633 Inland Empire Blvd Ste 940

Ontario, California 91764

+1 909-944-8820
3.14 miles
5 / 5 (1 ratings)
Audit
Business Consulting
Payroll
Tax Preparation
IRS Representation
Small Businesses
Mid-size Businesses
Startups
Individual Taxpayers
QuickBooks
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Frank Pickett - Raymond James
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Frank Pickett - Raymond James

3633 Inland Empire Blvd

Ontario, California 91764

+1 909-931-7500
3.15 miles
5 / 5 (1 ratings)
Business Consulting
Tax Preparation
Tax Planning
Financial Advisory
Estate and Trust Tax
International Tax
High-net-worth Individuals
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Edward Jones - Financial Advisor: Alan Ayoub
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Edward Jones - Financial Advisor: Alan Ayoub

10370 Commerce Center Dr STE 220

Rancho Cucamonga, California 91730

+1 909-316-5389
2.65 miles
5 / 5 (1 ratings)
Tax Planning
Financial Advisory
Estate and Trust Tax
High-net-worth Individuals
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Tax & Retirement Services
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Tax & Retirement Services

2551 S Euclid Ave

Ontario, California 91762

+1 909-467-5433
3.69 miles
5 / 5 (1 ratings)
Tax Preparation
Tax Planning
Estate and Trust Tax
Small Businesses
High-net-worth Individuals
Individual Taxpayers
QuickBooks
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Exquisite Consulting Services LLC
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Exquisite Consulting Services LLC

3400 Inland Empire Blvd

Ontario, California 91764

+1 800-780-3306
2.69 miles
5 / 5 (1 ratings)
Bookkeeping
Business Consulting
Payroll
Tax Preparation
Tax Planning
Sales Tax Compliance
Entity Structuring
Financial Advisory
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M.I. Part-Nors Financial Services
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M.I. Part-Nors Financial Services

337 N Vineyard Ave suit 400

Ontario, California 91764

+1 909-320-8855
1.01 miles
5 / 5 (1 ratings)
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Kevin Ron Nolan: Primerica - Financial Services
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Kevin Ron Nolan: Primerica - Financial Services

337 N Vineyard Ave #100

Ontario, California 91764

+1 909-251-1772
1.01 miles
5 / 5 (1 ratings)
Tax Preparation
Tax Planning
Financial Advisory
Insurance Agencies
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Jorge Antonio Cervantes: Primerica - Financial Services
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Jorge Antonio Cervantes: Primerica - Financial Services

1801 Excise Ave STE 107

Ontario, California 91761

+1 909-214-4776
3.66 miles
5 / 5 (1 ratings)
Tax Planning
Financial Advisory
Insurance Agencies
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Pangan Benjamin A CPA
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Pangan Benjamin A CPA

3100 E Cedar St STE 12

Ontario, California 91761

+1 909-732-4783
3.63 miles
5 / 5 (1 ratings)
Bookkeeping
Business Consulting
Financial Statements
Tax Preparation
Tax Planning
IRS Representation
Estate and Trust Tax
Small Businesses
Individual Taxpayers
QuickBooks
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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
2.04 miles
5 / 5 (1 ratings)
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SMG Business Services
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SMG Business Services

9033 Base Line Rd Ste H

Rancho Cucamonga, California 91730

+1 909-996-6529
3.24 miles
5 / 5 (1 ratings)
Bookkeeping
Business Consulting
Payroll
Tax Preparation
Financial Advisory
Small Businesses
QuickBooks
Remote Services
Bilingual Services
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Ledger Mastery
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Ledger Mastery

2023 Tam O'Shanter St

Ontario, California 91761

+1 949-295-3447
3.64 miles
5 / 5 (1 ratings)
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California Annuity Center
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California Annuity Center

Rancho Cucamonga, California 91729

+1 909-229-2938
3.84 miles
5 / 5 (1 ratings)
Tax Planning
Financial Advisory
High-net-worth Individuals
Individual Taxpayers
Risk Management
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De Koekkoek David
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De Koekkoek David

2551 Euclid Ave

Ontario, California 91762

+1 909-467-5433
3.7 miles
4 / 5 (1 ratings)
Tax Preparation
Tax Planning
Estate and Trust Tax
Small Businesses
Mid-size Businesses
High-net-worth Individuals
Individual Taxpayers
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Show all in California

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.