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CPA's in San Dimas

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Zamora Tax & Immigration

248 E Monterey Ave

Pomona, California 91767

4.94 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

OJIS, Inc.

4966 N Grand Ave

Covina, California 91724

3.17 miles
4 / 5 (115 ratings)
Tax Preparation
Tax Planning
IRS Representation
Small Businesses
Individual Taxpayers
Bilingual Services
Years of Practice

Think Tax Solutions

1030 E Rte 66 Ste B Second floor

Glendora, California 91741

2.5 miles
4.5 / 5 (91 ratings)
Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
Small Businesses
Individual Taxpayers
Multi-state Experience

DDT Document & Immigration Services

100 Barranca St 7th Floor

West Covina, California 91791

4.17 miles
4.5 / 5 (77 ratings)

University of La Verne SBDC

2180 3rd St

La Verne, California 91750

2.76 miles
4.5 / 5 (72 ratings)
Business Consulting
Payroll
Tax Preparation
Financial Advisory
Small Businesses
QuickBooks
State-Specific Experience
Local Tax Credits

Park Wealth Management

4.33 miles
5 / 5 (64 ratings)
Business Consulting
Tax Preparation
Tax Planning
IRS Representation
Financial Advisory
Estate and Trust Tax
Small Businesses
Mid-size Businesses
High-net-worth Individuals
QuickBooks
Xero
Multi-state Experience
Local Tax Credits
Years of Practice
CPA License

Jacobson Lawrence & Company

2175 Foothill Blvd suite b

La Verne, California 91750

3.14 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

Tobi Li Marshall CPA, APC

100 Barranca St #737

West Covina, California 91791

4.17 miles
4.5 / 5 (37 ratings)
Bookkeeping
Accounting
Financial Statements
Payroll
Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
Small Businesses
Individual Taxpayers
Real Estate
QuickBooks

Loan Advisor Group Inc. NMLS 1647915

1025 Sentinel Dr Ste 200 2nd Floor

La Verne, California 91750

2.17 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

Roybal's Income Tax Services

416 S Grand Ave

Covina, California 91724

3.46 miles
5 / 5 (33 ratings)
Bookkeeping
Payroll
Tax Preparation
Sales Tax Compliance
Estate and Trust Tax
Small Businesses
Individual Taxpayers
Real Estate
QuickBooks

America Latina Service

337 E Mission Blvd

Pomona, California 91766

5.13 miles
4 / 5 (36 ratings)
Tax Preparation
Bilingual Services

Carol's Services LLC

206 E Mission Blvd

Pomona, California 91766

5.09 miles
4.5 / 5 (32 ratings)
Business Consulting
Payroll
Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
Small Businesses
Individual Taxpayers
QuickBooks
ADP

Glendora Services

631 E Arrow Hwy Suite O

Glendora, California 91740

2.01 miles
5 / 5 (24 ratings)

Carl Grande- Grand Capital Management

440 E Rte 66

Glendora, California 91740

3 miles
5 / 5 (23 ratings)
Business Consulting
Financial Statements
Tax Planning
Financial Advisory
Estate and Trust Tax
High-net-worth Individuals
Professional Services
QuickBooks
GAAP Compliance
Risk Management

Steward Financial Services

150 N Walnut Ave suite a

San Dimas, California 91773

0.91 miles
4.5 / 5 (23 ratings)
Bookkeeping
Accounting
Business Consulting
Payroll
Tax Preparation
Tax Planning
Financial Advisory
Small Businesses
Individual Taxpayers
QuickBooks

Go Pro Tax LLC

317 E San Bernardino Rd

Covina, California 91723

3.98 miles
4.5 / 5 (20 ratings)

Astra Tax & Immigration Services LLC

599 S Barranca Ave Suite 202

Covina, California 91723

4.02 miles
4.5 / 5 (18 ratings)

Anderson Tax Service

1403 Foothill Blvd A

La Verne, California 91750

2.56 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

Weickert Allison Jeter Co

582 S Grand Ave

Covina, California 91724

3.53 miles
4.5 / 5 (17 ratings)
Bookkeeping
Audit
Financial Statements
Payroll
Tax Preparation
Tax Planning
IRS Representation
Sales Tax Compliance
Small Businesses
Individual Taxpayers
QuickBooks
ADP
Paychex

Fortune Financial Group

223 S Glendora Ave Suite 202

Glendora, California 91741

3.52 miles
5 / 5 (16 ratings)

Prominence Business & Wealth Management Inc

357 W Rte 66

Glendora, California 91740

3.52 miles
4 / 5 (18 ratings)
Bookkeeping
Business Consulting
Tax Preparation
Tax Planning
Financial Advisory
Small Businesses
High-net-worth Individuals
Real Estate
QuickBooks

Tax Help US

2175 Foothill Blvd STE C

La Verne, California 91750

3.14 miles
5 / 5 (15 ratings)
Tax Preparation
Tax Planning
IRS Representation

Protax Associates

376 E Rowland St

Covina, California 91723

4.15 miles
4 / 5 (17 ratings)

Giles & Associates CPAs

903 E Rte 66 D

Glendora, California 91740

2.64 miles
4 / 5 (17 ratings)
Bookkeeping
Accounting
Payroll
Tax Preparation
Tax Planning
IRS Representation
Sales Tax Compliance
Entity Structuring
Small Businesses
Individual Taxpayers
QuickBooks

VOSBERG WEALTH MANAGEMENT

224 W Foothill Blvd

Glendora, California 91741

3.72 miles
5 / 5 (13 ratings)
Tax Planning
Financial Advisory
High-net-worth Individuals
Individual Taxpayers
Real Estate
Remote Services

Agate Financial

100 Barranca St Suite 721

West Covina, California 91791

4.17 miles
5 / 5 (13 ratings)
Tax Planning
Financial Advisory
Estate and Trust Tax

Calvary Tax Service

1135 E Rte 66 #108

Glendora, California 91740

2.46 miles
4.5 / 5 (10 ratings)
Bookkeeping
Audit
Payroll
Tax Preparation
IRS Representation

Tax Smart Accounting

19616 E Benwood St

Covina, California 91724

3.09 miles
4.5 / 5 (8 ratings)
Bookkeeping
Accounting
Tax Preparation
Tax Planning
Sales Tax Compliance
Small Businesses
Individual Taxpayers
QuickBooks

USA TAX ACCOUNTING

271 E Workman St Ste 106

Covina, California 91723

4.36 miles
4 / 5 (9 ratings)
Bookkeeping
Accounting
Business Consulting
Payroll
Tax Preparation
Small Businesses
Individual Taxpayers
QuickBooks

Safar & Associates, Inc.: Tax Professionals

1117 Via Verde

San Dimas, California 91773

2.05 miles
5 / 5 (7 ratings)
Bookkeeping
Accounting
Payroll
Tax Preparation
Tax Planning
IRS Representation
Financial Advisory
Small Businesses
Mid-size Businesses
High-net-worth Individuals
Individual Taxpayers
Real Estate
Healthcare
Professional Services
QuickBooks
CPA License

Extreme Accounting Solutions

500 W Bonita Ave Suite 7

San Dimas, California 91773

0.29 miles
5 / 5 (6 ratings)
Accounting
Payroll
CFO Services
Tax Preparation
Tax Planning
IRS Representation
Small Businesses
Individual Taxpayers
Non-profits
QuickBooks

Miller Valles Gardner CPAs Inc

303 W Foothill Blvd # 1

Glendora, California 91741

3.78 miles
4.5 / 5 (6 ratings)
Bookkeeping
Accounting
Payroll
Tax Preparation
Tax Planning
Small Businesses
QuickBooks
Remote Services

All Year Tax & Accounting Services

928 N Garey Ave

Pomona, California 91767

4.48 miles
4 / 5 (6 ratings)
Bookkeeping
Payroll
Tax Preparation
Tax Planning
IRS Representation

ScaleNorth Inc.

440 N Barranca Ave Suite #4475

Covina, California 91723

3.77 miles
4 / 5 (6 ratings)
Bookkeeping
Accounting
Business Consulting
Financial Statements
Payroll
CFO Services
Tax Preparation
Budgeting
Forecasting
Financial Advisory
Outsourced Accounting
E-Commerce
Real Estate
Healthcare
Construction
Professional Services
Technology
NetSuite
GAAP Compliance
Internal Controls
Risk Management
Multi-state Experience
Remote Services

Melendez Company & Associates Inc.

401 E Rowland St

Covina, California 91723

4.12 miles
4 / 5 (5 ratings)
Accounting
Business Consulting
Payroll
Tax Preparation
Tax Planning
IRS Representation
Financial Advisory
Estate and Trust Tax
Small Businesses
Non-profits

Homestead Wealth Management

413 E Foothill Blvd #100

San Dimas, California 91773

1.79 miles
5 / 5 (4 ratings)

Regal Financial Group-San Dimas

300 N San Dimas Ave

San Dimas, California 91773

0.78 miles
5 / 5 (4 ratings)
Tax Planning
Financial Advisory
Estate and Trust Tax
Risk Management
Multi-state Experience
Bilingual Services

NBS TAX SERVICE

599 S Barranca Ave # 215

Covina, California 91723

4.02 miles
5 / 5 (4 ratings)
Bookkeeping
Accounting
Financial Statements
Payroll
Tax Preparation
Tax Planning
IRS Representation
Small Businesses
Individual Taxpayers
QuickBooks

M K Stark Co

2078 Bonita Ave

La Verne, California 91750

2.67 miles
5 / 5 (4 ratings)
Bookkeeping
Accounting
Payroll
Tax Preparation
Small Businesses
Non-profits
QuickBooks

Raven Paul & Co

1224 N San Dimas Canyon Rd

San Dimas, California 91773

1.96 miles
4 / 5 (4 ratings)
Bookkeeping
Business Consulting
Payroll
Tax Preparation
Tax Planning
IRS Representation
Financial Advisory
Estate and Trust Tax
Small Businesses
High-net-worth Individuals
Individual Taxpayers
Non-profits
QuickBooks

James F. Hundshamer, Certified Public Accountant

223 S Glendora Ave #101

Glendora, California 91741

3.52 miles
5 / 5 (3 ratings)
Bookkeeping
Business Consulting
Payroll
Tax Preparation
Tax Planning
Estate and Trust Tax
Forensic Accounting
Small Businesses
Individual Taxpayers
Non-profits
Real Estate
Healthcare
Professional Services
QuickBooks
Multi-state Experience
Local Tax Credits
Years of Practice
CPA License

Graves Financial Wealth Management

180 N Pennsylvania Ave

Glendora, California 91741

3.81 miles
5 / 5 (3 ratings)
Tax Planning
Financial Advisory
Estate and Trust Tax

The Tax Offices

100 N San Dimas Ave

San Dimas, California 91773

0.67 miles
5 / 5 (3 ratings)
Business Consulting
Payroll
Tax Preparation
Tax Planning
IRS Representation
Financial Advisory
Small Businesses
Individual Taxpayers
Real Estate
Professional Services
QuickBooks

Peak Financial Inc

451 W Bonita Ave # 5

San Dimas, California 91773

0.34 miles
5 / 5 (2 ratings)

Kevin P Tolan - Private Wealth Advisor, Ameriprise Financial Services, LLC

2220 E Rte 66 #150

Glendora, California 91740

1.7 miles
5 / 5 (2 ratings)
Tax Planning
Financial Advisory
Estate and Trust Tax
High-net-worth Individuals

Mighty Dove Financial Group

2200 E Rte 66 #104

Glendora, California 91740

1.71 miles
5 / 5 (2 ratings)
Business Consulting
Tax Planning
Financial Advisory
Estate and Trust Tax
High-net-worth Individuals
Insurance Agencies

AGE Financial Services

433 W Allen Ave suite 104

San Dimas, California 91773

1.17 miles
5 / 5 (2 ratings)

Corral Tax & Accounting

100 Barranca St Suite 725

West Covina, California 91791

4.17 miles
5 / 5 (2 ratings)
Bookkeeping
Business Consulting
Payroll
Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
Small Businesses
Individual Taxpayers
QuickBooks

Hoffman Short Rubin DeWinter Sanderson

1037 Park View Dr

Covina, California 91724

3.4 miles
5 / 5 (2 ratings)
Accounting
Audit
Business Consulting
Financial Statements
Payroll
Tax Preparation
Tax Planning
Estate and Trust Tax
Forensic Accounting
Mergers and Acquisitions
Small Businesses
Mid-size Businesses
Non-profits
Real Estate
Professional Services
QuickBooks
GAAP Compliance
Internal Controls
Risk Management
Years of Practice
CPA License

Castro Income Tax

1090 S Garey Ave

Pomona, California 91766

5.29 miles
5 / 5 (2 ratings)
Bookkeeping
Payroll
Tax Preparation
Tax Planning
Sales Tax Compliance
Small Businesses
Individual Taxpayers
QuickBooks
Bilingual Services

Green City Tax

910 W Gladstone St Suite A

San Dimas, California 91773

0.91 miles
5 / 5 (2 ratings)

LATINOS UNIDOS CALIFORNIA

572 S Barranca Ave

Covina, California 91723

4 miles
5 / 5 (2 ratings)
Insurance Agencies

Sea Stars Group LLC

440 N Barranca Ave #4280

Covina, California 91723

3.76 miles
5 / 5 (2 ratings)
Bookkeeping
Accounting
Financial Statements
Payroll
Tax Preparation
Sales Tax Compliance
Budgeting
Outsourced Accounting
Small Businesses
QuickBooks

Haddad & Associates

1279 E Rte 66

Glendora, California 91740

2.36 miles
5 / 5 (2 ratings)
Bookkeeping
Accounting
Payroll
Tax Preparation
Tax Planning
IRS Representation
Sales Tax Compliance
Small Businesses
Individual Taxpayers
QuickBooks

Chatfield Wealth Management

258 E Badillo St # A

Covina, California 91723

4.14 miles
4.5 / 5 (2 ratings)
Tax Planning
Financial Advisory

Mc Clure Investment Management LLC

718 N Live Oak Ave

Glendora, California 91741

3.8 miles
5 / 5 (1 ratings)
Tax Planning
Financial Advisory
Estate and Trust Tax
High-net-worth Individuals

Christopher J Laubach - Financial Advisor, Ameriprise Financial Services, LLC

2220 E Rte 66 #150

Glendora, California 91740

1.7 miles
5 / 5 (1 ratings)
Business Consulting
Financial Statements
Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
Financial Advisory
Estate and Trust Tax
International Tax
Forensic Accounting
Mergers and Acquisitions
High-net-worth Individuals
GAAP Compliance
SOX Compliance
Risk Management
Multi-state Experience
Cross-border Taxation

Dependable Tax Services

324 N San Dimas Ave

San Dimas, California 91773

0.82 miles
5 / 5 (1 ratings)
Business Consulting
Payroll
Tax Preparation
Tax Planning
IRS Representation
Estate and Trust Tax
Small Businesses
Individual Taxpayers
Non-profits
QuickBooks

QC Tax & Accounting

800 S Barranca Ave #250

Covina, California 91723

4.13 miles
5 / 5 (1 ratings)
Bookkeeping
Accounting
Business Consulting
Payroll
Tax Preparation
Tax Planning
Small Businesses
QuickBooks

Rogers & Associates CPA

1338 Center Ct Dr # 203

Covina, California 91724

3.34 miles
5 / 5 (1 ratings)
Bookkeeping
Business Consulting
Payroll
Tax Preparation
Tax Planning
Financial Advisory
Outsourced Accounting
Small Businesses
Professional Services
QuickBooks

Mejia and Associates

622 E Badillo St

Covina, California 91723

3.69 miles
5 / 5 (1 ratings)
Financial Statements
Tax Preparation
IRS Representation
Small Businesses
Individual Taxpayers
Local Tax Credits
Bilingual Services

Ricardo Lopez, CPA

1749 S Sunflower Ave Unit E

Glendora, California 91740

1.73 miles
5 / 5 (1 ratings)
Tax Preparation
Tax Planning
Small Businesses
Mid-size Businesses
Individual Taxpayers
Non-profits
QuickBooks
GAAP Compliance
State-Specific Experience
Multi-state Experience
Bilingual Services
CPA License

Taxx Pros, Inc.

1221 N Gordon St

Pomona, California 91768

4.24 miles
5 / 5 (1 ratings)
Business Consulting
Payroll
Tax Preparation
Tax Planning
Financial Advisory
Small Businesses
Individual Taxpayers
QuickBooks

Prudent Fiduciary Services

100 N, Barranca St

West Covina, California 91791

4.17 miles
4 / 5 (1 ratings)
Business Consulting
Financial Advisory
Forensic Accounting
Internal Controls
Risk Management
Complex Situations

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.