Best CPA's Nearby

CPA's in San Bernardino

Search and Find Top Reviewed CPA's Near You

Locations Map

La Loma FCU

26151 Mayberry St

Loma Linda, California 92354

3.28 miles
4.5 / 5 (186 ratings)

Latino Help

415 W Valley Blvd Suite 12

Colton, California 92324

3.49 miles
4.5 / 5 (141 ratings)
Bookkeeping
Payroll
Tax Preparation
IRS Representation
Sales Tax Compliance
Entity Structuring
Small Businesses
Foreign Nationals
Individual Taxpayers
Remote Services
Bilingual Services

R & M Taxes

2627 S Waterman Ave E

San Bernardino, California 92408

2.09 miles
5 / 5 (106 ratings)
Bookkeeping
Tax Preparation
Small Businesses
Individual Taxpayers
Bilingual Services
Years of Practice

Goldamity Insurance Services Inc.

22320 Barton Rd # D

Grand Terrace, California 92313

4.27 miles
4.5 / 5 (105 ratings)

Apoyo Financiero San Bernardino

1353 W Mill St Suite 115

San Bernardino, California 92410

2.64 miles
4.5 / 5 (94 ratings)
Tax Preparation
Tax Planning
Financial Advisory
Small Businesses
Individual Taxpayers
QuickBooks
Bilingual Services

Salazar Insurance & Financial Services, LLC.

1455 W Highland Ave # 105

San Bernardino, California 92411

4.49 miles
4.5 / 5 (85 ratings)
Payroll
Tax Preparation
IRS Representation
Small Businesses
Individual Taxpayers
QuickBooks
State-Specific Experience
Bilingual Services

A4CPT - Accounting 4 Computers & Pro-Tax Solutions, Inc.

1255 W Colton Ave #616

Redlands, California 92374

4.22 miles
5 / 5 (82 ratings)
Bookkeeping
Accounting
Business Consulting
Financial Statements
Payroll
CFO Services
Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
Financial Advisory
Estate and Trust Tax
Small Businesses
Non-profits
QuickBooks
Internal Controls
Remote Services
Bilingual Services

Tax Debt Consultants LLC

1255 W Colton Ave #535

Redlands, California 92374

4.22 miles
4.5 / 5 (79 ratings)
Tax Preparation
Tax Planning
IRS Representation
Small Businesses
High-net-worth Individuals
Individual Taxpayers
Real Estate
Professional Services
State-Specific Experience
Multi-state Experience

Chuck Negrete: Primerica - Financial Services

1235 Indiana Ct STE 114

Redlands, California 92374

3.85 miles
4.5 / 5 (69 ratings)
Payroll
Tax Planning
Budgeting
Forecasting
Financial Advisory
Estate and Trust Tax
Small Businesses
Mid-size Businesses
High-net-worth Individuals
Individual Taxpayers
Insurance Agencies
QuickBooks
Risk Management
State-Specific Experience
Multi-state Experience
Cross-border Taxation
Local Tax Credits
Remote Services
Bilingual Services
Years of Practice
CPA License

Liberty Tax Service

2075 E Highland Ave ste n

San Bernardino, California 92404

3.96 miles
4.5 / 5 (55 ratings)
Tax Preparation
Tax Planning
IRS Representation
Small Businesses
Individual Taxpayers
QuickBooks
State-Specific Experience
Multi-state Experience
In-person Support

Alden Probate Attorney San Bernardino

255 N D St Ste 200

San Bernardino, California 92401

1.62 miles
4.5 / 5 (51 ratings)

Defense Tax Partners - Tax Attorneys, IRS Audit Defense & Tax Relief Service, Free Consultation

473 E Carnegie Dr #200

San Bernardino, California 92408

1.08 miles
5 / 5 (41 ratings)
Tax Preparation
Tax Planning
IRS Representation
Individual Taxpayers
Complex Situations
State-Specific Experience
Multi-state Experience

J. Jordan Accounting

22365 Barton Rd # 201

Grand Terrace, California 92313

4.32 miles
5 / 5 (40 ratings)

Vantage Insurance & Wealth Strategies

1423 W State St Suite A

Redlands, California 92373

4.17 miles
4.5 / 5 (33 ratings)
Business Consulting
Tax Preparation
Tax Planning
Financial Advisory
Estate and Trust Tax
Small Businesses
Mid-size Businesses
High-net-worth Individuals
Startups
Real Estate
Professional Services
QuickBooks
Xero

Panamericana Income Tax San Bernardino

1707 E Highland Ave

San Bernardino, California 92404

3.81 miles
4 / 5 (37 ratings)
Tax Preparation
Tax Planning
Small Businesses
Individual Taxpayers
State-Specific Experience
Bilingual Services
Years of Practice

Centro Hispano SB

707 W 2nd St h

San Bernardino, California 92410

2.09 miles
4.5 / 5 (33 ratings)

La Bolsa De Valores USA

2601 Del Rosa Ave N #222f

San Bernardino, California 92404

4.09 miles
5 / 5 (27 ratings)
Tax Planning
Financial Advisory
Small Businesses
Individual Taxpayers
Bilingual Services

MG tax services

288 W Highland Ave

San Bernardino, California 92405

3.81 miles
4 / 5 (28 ratings)
Tax Preparation
Tax Planning
IRS Representation
Sales Tax Compliance
Entity Structuring
Small Businesses
Mid-size Businesses
Individual Taxpayers
QuickBooks
Xero
GAAP Compliance
State-Specific Experience
Multi-state Experience

Ms Pam's Tax Service

1988 N D St

San Bernardino, California 92405

3.68 miles
5 / 5 (24 ratings)

Valencia Tax Service

1025 S Santo Antonio Dr

Colton, California 92324

3.06 miles
4 / 5 (28 ratings)

HAPPI Tax Prep

1255 W Colton Ave Suite 26

Redlands, California 92374

4.22 miles
4.5 / 5 (24 ratings)
Financial Statements
Tax Preparation
Sales Tax Compliance
Budgeting
Outsourced Accounting
Small Businesses
Mid-size Businesses
Individual Taxpayers
QuickBooks

Guardian Tax and Business Services

1090 W Highland Ave Ste 8

San Bernardino, California 92405

4.24 miles
4 / 5 (23 ratings)
Business Consulting
Tax Preparation
Tax Planning
Entity Structuring
Small Businesses
Individual Taxpayers
Remote Services
In-person Support

A&C TAX AND BUSINESS SERVICES

2999 Kendall Dr

San Bernardino, California 92407

8.84 miles
4.5 / 5 (19 ratings)
Bookkeeping
Payroll
Tax Preparation
Tax Planning
IRS Representation
Small Businesses
Freelancers
Individual Taxpayers
QuickBooks
ADP

Curt Joiner: Primerica - Financial Services

721 Nevada St STE 301A

Redlands, California 92373

3.37 miles
5 / 5 (17 ratings)
Tax Planning
Financial Advisory
Estate and Trust Tax
Insurance Agencies

Alices Insurance and Income Tax Services

1629 N Mt Vernon Ave suite 1

San Bernardino, California 92411

4.01 miles
4 / 5 (19 ratings)

Smith Marion & Co., Inc

1940 Orange Tree Ln #100

Redlands, California 92374

3.12 miles
4 / 5 (17 ratings)
Accounting
Audit
Assurance
Business Consulting
Payroll
CFO Services
Tax Preparation
Tax Planning
Budgeting
Financial Advisory
Estate and Trust Tax
Virtual CFO
Outsourced Accounting
Government Contractors
Non-profits
Real Estate
QuickBooks
GAAP Compliance
Internal Controls
Risk Management
Complex Situations
Multi-state Experience
Years of Practice
CPA License

TLC Tax Services

1047 N Mt Vernon Ave

Colton, California 92324

2.53 miles
5 / 5 (15 ratings)

Inland Professional Tax Service

699 N Arrowhead Ave #116

San Bernardino, California 92401

2.24 miles
4.5 / 5 (14 ratings)
Payroll
Tax Preparation
Tax Planning
IRS Representation
Financial Advisory
Small Businesses
Individual Taxpayers
QuickBooks

RSI Business Services

1881 Commercenter E Suite 214

San Bernardino, California 92408

1.22 miles
5 / 5 (13 ratings)
Accounting
Tax Preparation
Tax Planning
Small Businesses
Individual Taxpayers
State-Specific Experience
Multi-state Experience
Remote Services

Lilybeth Zuniga: Primerica - Financial Services

1400 E Cooley Dr #108

Colton, California 92324

2.81 miles
5 / 5 (13 ratings)
Tax Planning
Financial Advisory
Insurance Agencies

Loma Linda University

11175 Campus St

Loma Linda, California 92354

2.29 miles
4 / 5 (14 ratings)

Guthrie Tax Services

1902 Orange Tree Ln Suite 130

Redlands, California 92374

3.2 miles
4 / 5 (13 ratings)
Bookkeeping
Payroll
Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
Estate and Trust Tax
Small Businesses
Individual Taxpayers
Real Estate
Multi-state Experience
Years of Practice

Menier Tax Service

7257 Sterling Ave #5

San Bernardino, California 92404

3.13 miles
4.5 / 5 (12 ratings)
Bookkeeping
Tax Preparation
IRS Representation
Small Businesses
Individual Taxpayers
Remote Services
Years of Practice
In-person Support

Paramount Tax & Accounting - Redlands

1255 W Colton Ave #600

Redlands, California 92374

4.22 miles
5 / 5 (11 ratings)
Bookkeeping
Financial Statements
Payroll
Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
Small Businesses
Individual Taxpayers
QuickBooks
Remote Services
Bilingual Services
In-person Support

Painter Smith & Gorian

1200 California St #220

Redlands, California 92374

2.79 miles
4 / 5 (12 ratings)

LDP Financial

768 N Mt Vernon Ave

San Bernardino, California 92411

3.23 miles
5 / 5 (10 ratings)
Business Consulting
Tax Preparation
Tax Planning
Small Businesses
Individual Taxpayers
Bilingual Services
Years of Practice
In-person Support

Marshall Life and Financial Solutions, Inc.

1040 Nevada St Suite 307

Redlands, California 92374

3.41 miles
5 / 5 (10 ratings)
Tax Planning
Financial Advisory
Estate and Trust Tax

The Tax Lady Enterprises Inc

301 E. Vanderbilt Suite 208

San Bernardino, California 92408

6.37 miles
4 / 5 (10 ratings)

Eaglehead Tax Services

1870 Mountain View Ave # 10

Loma Linda, California 92354

1.87 miles
4.5 / 5 (9 ratings)

Latino Tax & Financial Services

24662 Redlands Blvd

Loma Linda, California 92354

1.39 miles
4.5 / 5 (8 ratings)

1120 Accounting

1254 S Waterman Ave # 4

San Bernardino, California 92408

0.56 miles
4.5 / 5 (8 ratings)

American Tax Empire

1255 E Highland Ave #210

San Bernardino, California 92404

3.67 miles
4.5 / 5 (8 ratings)
Business Consulting
Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
Small Businesses
Mid-size Businesses
High-net-worth Individuals
Startups
Individual Taxpayers
Professional Services
QuickBooks
Remote Services

KKE Bookkeeping

2601 Del Rosa Ave N # 115

San Bernardino, California 92404

4.09 miles
5 / 5 (7 ratings)

Competent Tax & Financial

320 N E St Suite 204

San Bernardino, California 92401

2.01 miles
5 / 5 (7 ratings)
Tax Preparation
Tax Planning
IRS Representation
Small Businesses
Mid-size Businesses
Individual Taxpayers
QuickBooks
Multi-state Experience

West Harbour Financial Group

1421 E Cooley Dr ste 7

Colton, California 92324

2.75 miles
4 / 5 (7 ratings)
Bookkeeping
CFO Services
Tax Preparation
Tax Planning
IRS Representation
Virtual CFO
Outsourced Accounting
Small Businesses
Mid-size Businesses
High-net-worth Individuals
Individual Taxpayers
Remote Services

California Tax Service Inc

202 E Airport Dr #110/155

San Bernardino, California 92408

1.3 miles
5 / 5 (6 ratings)

AASI Services

1020 Nevada St #200

Redlands, California 92374

3.37 miles
4.5 / 5 (6 ratings)

Erika Reyes: Primerica - Financial Services

1012 E Cooley Dr STE A

Colton, California 92324

3.08 miles
4.5 / 5 (6 ratings)
Tax Planning
Financial Advisory
Insurance Agencies

Lucia & Co. CPAs Inc.

1887 Business Center Dr S STE 4A

San Bernardino, California 92408

1.17 miles
5 / 5 (5 ratings)
Bookkeeping
Accounting
Business Consulting
Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
Small Businesses
Individual Taxpayers
Non-profits
Real Estate
QuickBooks
Remote Services
CPA License
In-person Support

Prime Assistance LLC dba M.E.T.A FINANCIAL CENTER

823 N La Cadena Dr

Colton, California 92324

3.06 miles
5 / 5 (5 ratings)
Accounting
Business Consulting
Tax Preparation
Tax Planning
Entity Structuring
Financial Advisory
Small Businesses
Individual Taxpayers
Remote Services

Fortis Accounting & Tax

1887 Business Center Dr S STE 3B

San Bernardino, California 92408

1.15 miles
5 / 5 (5 ratings)
Bookkeeping
Business Consulting
Tax Preparation
Tax Planning
Financial Advisory
Virtual CFO
Outsourced Accounting
Small Businesses
Startups
Non-profits
QuickBooks
Xero

KWB Wealth

1782 Orange Tree Ln

Redlands, California 92374

3.34 miles
5 / 5 (5 ratings)
Financial Statements
Tax Preparation
Tax Planning
Financial Advisory
Estate and Trust Tax
High-net-worth Individuals

Soren McAdam LLP

2068 Orange Tree Ln #100

Redlands, California 92374

2.83 miles
4.5 / 5 (5 ratings)
Accounting
Audit
Assurance
Business Consulting
Financial Statements
CFO Services
Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
Budgeting
Forecasting
Financial Advisory
Mergers and Acquisitions
Outsourced Accounting
Small Businesses
Mid-size Businesses
Individual Taxpayers
Non-profits
Real Estate
Healthcare
Construction
Professional Services
Manufacturing
Agriculture
QuickBooks
SOX Compliance
Internal Controls
Multi-state Experience
Years of Practice
CPA License
In-person Support

Rocha Income Tax & Business Services

803 N La Cadena Dr

Colton, California 92324

3.06 miles
4.5 / 5 (5 ratings)

Seay's Income Tax Service

1740 E Washington St

Colton, California 92324

2.85 miles
4 / 5 (5 ratings)
Tax Preparation
Sales Tax Compliance
Small Businesses
Individual Taxpayers
Remote Services
Years of Practice

Butler Brier & Co

336 N La Cadena Dr

Colton, California 92324

3.18 miles
5 / 5 (4 ratings)
Bookkeeping
Tax Preparation
Tax Planning
IRS Representation
Estate and Trust Tax
Small Businesses
Individual Taxpayers
Non-profits
State-Specific Experience
Years of Practice
In-person Support

A&A Accounting and Tax Services, Inc.

488 S Rancho Ave Suite A

San Bernardino, California 92410

3.68 miles
5 / 5 (4 ratings)

YOLANDA'S TAX SERVICE LLC

416 N H St #6

San Bernardino, California 92410

2.41 miles
5 / 5 (4 ratings)
Bookkeeping
Payroll
Tax Preparation
Tax Planning
Sales Tax Compliance
Small Businesses
Individual Taxpayers

Stephenson Accountancy Corporation

645 N La Cadena Dr

Colton, California 92324

3.11 miles
4 / 5 (4 ratings)

Moore Marsden Experts

395 N E St Suite 104

San Bernardino, California 92401

2.07 miles
4 / 5 (4 ratings)
Business Consulting
Financial Statements
Tax Preparation
Tax Planning
Financial Advisory
Estate and Trust Tax
Forensic Accounting
Real Estate
QuickBooks
Xero
GAAP Compliance
IFRS Compliance
State-Specific Experience
Multi-state Experience
Local Tax Credits
Nexus Determination
Years of Practice
CPA License

Rogers, Anderson, Malody & Scott, LLP

735 E Carnegie Dr

San Bernardino, California 92408

1.03 miles
5 / 5 (3 ratings)
Accounting
Audit
Assurance
Business Consulting
Financial Statements
CFO Services
Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
Budgeting
Forecasting
Financial Advisory
Estate and Trust Tax
International Tax
Mergers and Acquisitions
Virtual CFO
Outsourced Accounting
Small Businesses
Mid-size Businesses
High-net-worth Individuals
Individual Taxpayers
Non-profits
Real Estate
Healthcare
Construction
Professional Services
Manufacturing
GAAP Compliance
Internal Controls
Risk Management
Complex Situations
Multi-state Experience
Cross-border Taxation
Years of Practice
CPA License
In-person Support

Santos and Associates

1445 W Redlands Blvd Suite C

Redlands, California 92373

3.99 miles
5 / 5 (3 ratings)
Bookkeeping
Business Consulting
Payroll
Tax Preparation
Tax Planning
IRS Representation
Sales Tax Compliance
Budgeting
Forecasting
Small Businesses
Startups
Individual Taxpayers

iAccounting Solutions, Inc.

1255 W Colton Ave UNIT 503

Redlands, California 92374

4.22 miles
5 / 5 (3 ratings)
Business Consulting
CFO Services
Tax Preparation
Tax Planning
Budgeting
Forecasting
Financial Advisory
Virtual CFO
Small Businesses
QuickBooks
Remote Services

U FIRST INCOME TAX & BUSINESS SOLUTIONS

1264 S Waterman Ave # 18

San Bernardino, California 92408

0.56 miles
5 / 5 (3 ratings)
Bookkeeping
Payroll
Tax Preparation
Tax Planning
Sales Tax Compliance
Virtual CFO
Small Businesses
Individual Taxpayers
Remote Services

Precision Tax

410 Alabama St STE 101

Redlands, California 92373

3.99 miles
5 / 5 (3 ratings)
Bookkeeping
Payroll
Tax Preparation
Tax Planning
Small Businesses
QuickBooks

Optimal Wealth Network Inc. dba OWN Business Plus

473 E Carnegie Dr #200

San Bernardino, California 92408

1.08 miles
5 / 5 (3 ratings)
Bookkeeping
Business Consulting
Payroll
Tax Preparation
Tax Planning
IRS Representation
Sales Tax Compliance
Entity Structuring
Financial Advisory
Small Businesses
Individual Taxpayers
Non-profits
Real Estate
QuickBooks
Multi-state Experience
Remote Services

LDG Income Tax Services

2130 N Arrowhead Ave #103b

San Bernardino, California 92405

3.72 miles
5 / 5 (3 ratings)

Lindsey Financial Inc.

1980 Orange Tree Ln

Redlands, California 92374

3.07 miles
4 / 5 (3 ratings)
Bookkeeping
Accounting
Business Consulting
Payroll
Tax Preparation
Tax Planning
Financial Advisory
Estate and Trust Tax
QuickBooks

Tax & More Inc

25655 Redlands Blvd ste d

Loma Linda, California 92354

2.07 miles
5 / 5 (2 ratings)
Tax Preparation
Tax Planning
Small Businesses
Mid-size Businesses
Individual Taxpayers
Years of Practice

Family Income Tax

1007 E Cooley Dr Suite 117

Colton, California 92324

2.96 miles
5 / 5 (2 ratings)
Accounting
Financial Statements
Payroll
Tax Preparation
Tax Planning
Small Businesses
Individual Taxpayers
Remote Services
Years of Practice
CPA License

Newport's Bookkeeping Solutions

37 Dart St

Loma Linda, California 92354

1.87 miles
5 / 5 (2 ratings)
Bookkeeping
Tax Preparation
Small Businesses
Healthcare
Professional Services
Technology
Law Firms
Insurance Agencies
QuickBooks
Remote Services

MVP Financial & Business Services

1255 W Colton Ave Suite 43

Redlands, California 92374

4.22 miles
5 / 5 (2 ratings)
Bookkeeping
Accounting
Business Consulting
Payroll
Tax Preparation
Entity Structuring
Budgeting
Financial Advisory
Small Businesses
Individual Taxpayers
Bilingual Services
Years of Practice

TAB Business & Tax Services

1915 W Redlands Blvd Suite 104

Redlands, California 92373

3.28 miles
5 / 5 (2 ratings)

Kent A Cooper Enrolled Agent

490 Alabama St #101

Redlands, California 92373

3.96 miles
5 / 5 (2 ratings)

Tierra Hispana Income Tax

2130 N Arrowhead Ave STE 205C

San Bernardino, California 92405

3.72 miles
5 / 5 (2 ratings)
Tax Preparation
Tax Planning
IRS Representation
Small Businesses
Individual Taxpayers
Real Estate
Remote Services
Bilingual Services

Calles Tax Services

1062 W Citrus St

Colton, California 92324

3.99 miles
5 / 5 (2 ratings)
Bookkeeping
Accounting
Payroll
Tax Preparation
Small Businesses
Individual Taxpayers
QuickBooks
Remote Services

Tina Dobrinen - Financial Advisor, Ameriprise Financial Services, LLC

1901 Orange Tree Ln #230

Redlands, California 92374

3.23 miles
5 / 5 (2 ratings)
Business Consulting
Financial Statements
Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
Financial Advisory
Estate and Trust Tax
International Tax
High-net-worth Individuals

Pacific Wealth Strategists, Inc.

1177 Idaho St STE 203

Redlands, California 92373

3.29 miles
5 / 5 (2 ratings)

Angie Morin: Primerica - Financial Services

1235 Indiana Ct STE 114

Redlands, California 92374

3.83 miles
5 / 5 (2 ratings)
Tax Planning
Financial Advisory
Insurance Agencies

Chris Stannard: Primerica - Financial Services

420 E Hospitality Ln STE A-3

San Bernardino, California 92408

1.16 miles
4.5 / 5 (2 ratings)
Tax Preparation
Tax Planning
Financial Advisory
Insurance Agencies

Forensic Accounting Corp

290 N D St

San Bernardino, California 92418

1.9 miles
5 / 5 (1 ratings)
Audit
Business Consulting
Financial Statements
Tax Preparation
Financial Advisory
Forensic Accounting
Mergers and Acquisitions
Mid-size Businesses
Large Enterprises
Real Estate
Healthcare
Construction
Professional Services
Manufacturing
Internal Controls
Risk Management
Complex Situations
Remote Services

Fenster & Fenster

1514 S D St

San Bernardino, California 92408

1.42 miles
5 / 5 (1 ratings)
Accounting
Business Consulting
Financial Statements
Payroll
Tax Preparation
Tax Planning
IRS Representation
Sales Tax Compliance
Entity Structuring
Estate and Trust Tax
Small Businesses
Mid-size Businesses
Individual Taxpayers
Years of Practice
CPA License

Quality Tax & Accounting Services

632 W Valley Blvd Suite 103

Colton, California 92324

3.69 miles
5 / 5 (1 ratings)

ROYALTY INCOME TAX SERVICES INC

1918 Business Center Dr S Suite 200

San Bernardino, California 92408

1.24 miles
5 / 5 (1 ratings)

Gomez Professional Services, Inc.

288 N La Cadena Dr

Colton, California 92324

3.21 miles
5 / 5 (1 ratings)

mdisnet

577 N D St #112g

San Bernardino, California 92401

2.18 miles
5 / 5 (1 ratings)

My U.S. Tax Service

1558 N Waterman Ave STE B

San Bernardino, California 92404

3.14 miles
5 / 5 (1 ratings)

Smart Investments Advisory, Inc

1849 W Redlands Blvd STE 104

Redlands, California 92373

3.47 miles
5 / 5 (1 ratings)
Tax Preparation
Tax Planning
Financial Advisory
Estate and Trust Tax

Edward Jones - Financial Advisor: Paul A Mendonca

1690 Barton Rd STE 101

Redlands, California 92373

4.1 miles
5 / 5 (1 ratings)
Business Consulting
Financial Statements
Tax Planning
Budgeting
Forecasting
Financial Advisory
Estate and Trust Tax
High-net-worth Individuals
Individual Taxpayers

Chris Swavely: Primerica - Financial Services

721 Nevada St STE 301

Redlands, California 92373

3.37 miles
5 / 5 (1 ratings)
Tax Planning
Financial Advisory
Estate and Trust Tax
Small Businesses
Mid-size Businesses
High-net-worth Individuals
Individual Taxpayers
Real Estate
Insurance Agencies
QuickBooks
Xero
Paychex
State-Specific Experience
Multi-state Experience
Bilingual Services

Meraki Financial & Insurance Services

1255 W Colton Ave Suite 571

Redlands, California 92374

4.22 miles
5 / 5 (1 ratings)
Business Consulting
Tax Preparation
Tax Planning
Financial Advisory
Estate and Trust Tax
Small Businesses
Mid-size Businesses
High-net-worth Individuals
Individual Taxpayers
Insurance Agencies

Jonathan Benvenisti: Primerica - Financial Services

721 Nevada St Suite 301

Redlands, California 92373

3.31 miles
5 / 5 (1 ratings)
Tax Preparation
Tax Planning
Financial Advisory
Estate and Trust Tax
Small Businesses
Individual Taxpayers
QuickBooks

John Anthony Moreno: Primerica - Financial Services

1400 E Cooley Dr #108

Colton, California 92324

2.81 miles
5 / 5 (1 ratings)
Tax Preparation
Tax Planning
Financial Advisory
Estate and Trust Tax

Real Strong Credit

242 E Highland Ave UNIT 1

San Bernardino, California 92404

3.71 miles
5 / 5 (1 ratings)

Affordable Home Loans Inc.

370 W 6th St #110

San Bernardino, California 92401

2.22 miles
5 / 5 (1 ratings)

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.