CPA Financial Advisors Inc - Riverside, California

Overview of CPA Financial Advisors Inc

CPA Financial Advisors Inc, located at 6864 Indiana Ave #200, Riverside, CA 92506, is a distinguished financial services firm specializing in accounting, certified public accounting, and tax consulting. With a telephone number 909-793-3233 and an accessible online presence through their website cpa-fa.com, this firm stands out for its comprehensive service offerings and client-centric approach.

Key Features and Services

The firm prides itself on its specialties, including being an Accountant, a Certified Public Accountant, and a Tax Consultant. Their dedication to providing thorough, accurate, and timely financial advice is evident in their services. They are particularly noted for their exceptional tax preparation, which is not only meticulous but also anticipates clients' needs by asking critical questions they might otherwise overlook.

Accessibility and Convenience

Understanding the importance of accessibility, CPA Financial Advisors Inc offers online appointment scheduling, ensuring clients can manage their time effectively. The office is wheelchair accessible, with both the entrance and parking lot accommodating Wheelchair users. Additionally, they recommend scheduling appointments in advance, highlighting their commitment to providing quality service without compromising on efficiency.

Client Testimonials and Opinions

The company boasts a solid reputation with 5 reviews on Google My Business, reflecting an average opinion of 4.2/5. Testimonials from satisfied clients, like Lynette who has been utilizing their services for over a decade, speak volumes about the personalized and professional care they provide. Clients appreciate the thoroughness and professionalism of the advice given, especially during the often stressful tax season.

Recommendation

For anyone seeking reliable, expert financial guidance, CPA Financial Advisors Inc is highly recommended. Their ability to handle both personal and business needs with professionalism and care is unmatched. To experience their exceptional service firsthand, consider scheduling an appointment through their user-friendly website at cpa-fa.com. Don't let tax season catch you off guard; reach out to them today and take the first step towards financial peace of mind.

This comprehensive overview not only highlights the key features and services of CPA Financial Advisors Inc but also underscores the positive experiences of their clients, making it a compelling choice for anyone in need of expert financial advice.

👍 Reviews of CPA Financial Advisors Inc

Charlene B.

5/5

I have used Lynette at CPA Financial Advisors for over 10 years for both my personal and business needs. Lynette and Norma are always there with great advice. I am especially grateful for their tax services. Their preparations are thorough, accurate, timely and professional. They ask the questions I don't know to ask myself. I would be running in circles during tax season without the time and genuine care they offer. Thank you CPA Financial Advisors!

Ivonne C.

1/5

Please do your self a favor and Do not use Lynette’s financial business at all. Last year I had to pay IRS a late fee because my tax return was late due to the lack of organization of this place. Also I received by mail an envelope with the report of another costumer instead of mine. Lynette asked me to give them another chance this year with my 2019 Tax report. After giving them all of my 2019 paperwork they made a huge mistake on my report, I requested to fix it and the new updated version didn’t have my bank info and Now IRS is telling me that their process is taking longer because my info wasn’t completed on my tax return. Lynette charged me $200 dollars for her “service”. I Will look for a better business to do my taxes next year for sure.

Debbie M.

5/5

Lynette and her team have continued to be a tremendous help for our non-profit. She is professional and awesome to work with. I would highly recommend her and her team.

mark S.

5/5

Lynette Atchley is very knowledgeable about wealth management and planning for the future of retirement income. I highly recommend her and her partners.

Sara B.

5/5

I have been a client for many years and highly recommend Lynette and her team. Very professional and reliable!