Best financial auditors in California: find options near you

Discover the best in financial auditors in California. We have selected the top options for you.

Discover 10 outstanding options for financial auditors in California

Here are 10 outstanding options for financial auditors in California based on value for money:

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1. Central Valley 1040 Tax Return

Central Valley 1040 Tax Return
Address
2411 E Shields Ave, Fresno, CA 93726, United States
Business Hours
Monday: Closed
Tuesday: 10:00–18:00
Wednesday: 10:00–18:00
Thursday: 10:00–18:00
Friday: 10:00–18:00
Saturday: Closed
Sunday: Closed
Rating
10.0 (+ 194 reviews)

Central Valley 1040 Tax Return is located in Fresno. Featured in the Financial Auditors category, it has a rating of 10.0. Check all the details here.

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Service options
  • Online appointments
  • On-site services
Accessibility
  • Wheelchair-accessible car park
  • Wheelchair-accessible entrance
  • Wheelchair-accessible toilet
Amenities
  • Toilet
Planning
  • Appointment required
Customer Reviews
Andrei Jeffrey Kudbudeen

We had an excellent experience filling our taxes with Central Valley 1040. Rusel was professional, knowledgeable, and very thorough in explaining everything clearly. He made the entire tax process smooth and stress-free, answered all of our questions patiently, and ensured our return was done accurately and efficiently. We truly appreciate his expertise and outstanding customer service. Highly recommended for anyone looking for reliable and trustworthy tax preparation.

Andrei Jeffrey Kudbudeen ☆ 5/5
M. Ricardo Flores

I had a great experience with Russell. He was incredibly helpful, offering clear advice on filing taxes and understanding LLC fees. His guidance has been invaluable for my taxes in general, and he’s consistently reliable and knowledgeable, I highly recommend him

M. Ricardo Flores ☆ 5/5
Jesus Tellez

This was my first year filing with Central Valley 1040, and it was a great experience. Russell is very knowledgeable and took the time to answer my questions and offer helpful advice. I would highly recommend them to anyone needing help with personal or business taxes.

Jesus Tellez ☆ 5/5
Emmy NatureLover

Pleased with Rusel’s services I will be back next year!💯💯💯💯💯💯 Definitely Recommend he is bilingual fluent in English and Spanish as well!

Emmy NatureLover ☆ 5/5
Miguel Lara

My wife & I went first thing and luckily we were able to be helped. Rusel explained everything in words to make us understand. He answered all our questions. He maintained professionalism while still making us feel welcomed & comfortable. We were satisfied with everything & plan to be long term customers here.

Miguel Lara ☆ 5/5
Yesenia A

Today I was a first time client for Rusel. He was very knowledgeable, informative and helpful in helping me complete my taxes. I would highly recommend him to anyone seeking professional help in completing their taxes. I will continue to be a client of his.

Yesenia A ☆ 5/5
Angel De La Cruz

I’ve been coming here for the past few years. Always friendly and have had a great experience.

Angel De La Cruz ☆ 5/5

2. SYED CPA INC

SYED CPA INC
Address
7940 N Maple Ave Ste 112, Fresno, CA 93720, United States
Business Hours
Monday: 09:00–18:00
Tuesday: 09:00–18:00
Wednesday: 09:00–18:00
Thursday: 09:00–18:00
Friday: 09:00–18:00
Saturday: 10:30–17:30
Sunday: Closed
Rating
9.7 (+ 171 reviews)

SYED CPA INC is located in Fresno. Featured in the Financial Auditors category, it has a rating of 9.7. Check all the details here.

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Accessibility
  • Wheelchair-accessible car park
  • Wheelchair-accessible entrance
Customer Reviews
Joseph Giudici

Mr. Syed was extremely professional, friendly and knowledgeable. He helped resolve my tax issues in one session and was very transparent about his practices and pricing model. From our first interaction he was very responsive and I would highly recommend him to anyone in my circle.

Joseph Giudici ☆ 5/5
Ashhar Bhurgri

I highly recommend Syed Ahsan, CPA for anyone looking for a knowledgeable and trustworthy accountant. He is professional, detail-oriented, and always takes the time to answer questions clearly. He made the entire tax process smooth, accurate, and stress-free. His expertise and excellent customer service truly stand out. I will definitely continue using his services and recommend him to others.

Ashhar Bhurgri ☆ 5/5
Ayman

Syed is an incredibly supportive and caring CPA, who really listens and works meticulously to get the job done on time. He is always available to help, weekends, holidays, late nights, he is just there, even when he is sick. I am very happy to work with him, and trust him with my business and personal planning and consulting.

Ayman ☆ 5/5
Ahmad Al-Basheer

Ahsan Syed was professional, punctual, and very thorough. He carefully reviewed all my documents and ensured everything was accurate. Highly recommend him for anyone looking for a reliable tax preparer.

Ahmad Al-Basheer ☆ 5/5
Niloufar Gabbay

I can’t recommend this accountant highly enough. From start to finish, he was incredibly professional, responsive, and easy to work with. I was on a very tight deadline, and he handled everything efficiently while still making me feel like a top priority—not just another client. He has an excellent understanding of tax rules and regulations and was meticulous about doing everything correctly. He took the time to explain things clearly, answered all of my questions, and made sure nothing was overlooked. What could have been a stressful experience ended up being smooth and reassuring because of his expertise and attention to detail. I was extremely happy with the results, will absolutely be using him again next year, and have already referred him to family and friends without hesitation.

Niloufar Gabbay ☆ 5/5

3. CPA California Professional Accountants Group Inc. | Natalie M. Elser CPA Orange County

CPA California Professional Accountants Group Inc. | Natalie M. Elser CPA Orange County
Address
2030 Main St #1300, Irvine, CA 92614, United States
Business Hours
Monday: 08:00–17:00
Tuesday: 08:00–17:00
Wednesday: 08:00–17:00
Thursday: 08:00–17:00
Friday: 08:00–17:00
Saturday: Closed
Sunday: Closed
Rating
9.0 (+ 133 reviews)

CPA California Professional Accountants Group Inc. | Natalie M. Elser CPA Orange County is located in Irvine. Featured in the Financial Auditors category, it has a rating of 9.0. Check all the details here.

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Accessibility
  • Wheelchair-accessible car park
  • Wheelchair-accessible entrance
  • Wheelchair-accessible seating
  • Wheelchair-accessible toilet
Customer Reviews
Molly Wilson

If I could leave a zero star I would. How unprofessional and overpriced this firm is! With AI taking over accounting you would think they’d be a little bit more professional. I wouldn’t trust monopoly money with them. Edited based on reply: If you think the $100 is the issue then good luck to your firm. I spent $50k with my accountants last year. It’s easy to reply with a canned response that your firms incompetence is my issue. It’s super easy to shove ownership onto someone else. Good luck to you and your go forward. Can’t imagine that AI won’t take this soon.

Molly Wilson ☆ 1/5
Bryce Smith

The service was exactly what I expected and more, the staff is pleasant to speak with and very professional, I definitely recommend.

Bryce Smith ☆ 5/5
Andy Vu

Doesn’t bother to return calls after initial consultant and after calling in twice and being promised to be contacted by the end of the day, still doesn’t bother communicating. Definite not how you should treat prospective customers.

Andy Vu ☆ 1/5
Kim Dannettell

Natalie and her team are great to work with, they are personable, professional and they really know their stuff. Natalie has personally help me and several of my clients better position ourselves to save in taxes, just by following some of her recommendations! Kim

Kim Dannettell ☆ 5/5
Eugene Ramey

Working with Natalie has been an absolute pleasure! She is not only friendly and efficient but also incredibly knowledgeable! As someone who dreads anything involving taxes, I am so grateful to have found Natalie. She navigates through all of my complex tax matters with ease, and she is always sure that I understand everything. Natalie’s experience makes me feel confident and well taken care of. I cannot recommend her enough.

Eugene Ramey ☆ 5/5

4. CPA & Insurance

CPA & Insurance
Address
21343 Cold Spring Ln, Diamond Bar, CA 91765, United States
Business Hours
Monday: 09:00–19:00
Tuesday: 09:00–19:00
Wednesday: 09:00–21:00
Thursday: 09:00–19:00
Friday: 09:00–19:00
Saturday: 10:00–14:00
Sunday: Closed
Rating
8.5 (+ 112 reviews)

CPA & Insurance is located in Diamond Bar. Featured in the Financial Auditors category, it has a rating of 8.5. Check all the details here.

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Accessibility
  • Wheelchair-accessible car park
  • Wheelchair-accessible entrance
  • Wheelchair-accessible toilet
Customer Reviews
A Su

I have been Wendy’s client for several years, and I truly appreciate her professionalism and rich accounting knowledge. She is always careful, meticulous, and very patient in answering all my questions. No matter how busy she is, she always replies in a timely manner and provides clear explanations. What impresses me the most is that, even after working with her for many years, Wendy still remains optimistic, open-minded, and full of positive energy. It’s always a pleasure to work with her. I sincerely recommend Wendy and her accounting firm to anyone looking for a trustworthy and professional accountant!

A Su ☆ 5/5
David Fei

I’ve been working with Wendy for several years now, and she has consistently done an excellent job handling my tax filings. She is detail-oriented, highly professional, and always ensures everything is completed accurately and on time. In addition, I’ve also taken her tax-related courses. She is a very responsible and dedicated teacher who genuinely wants her students to succeed. She doesn’t hold anything back and makes sure you fully understand the concepts, which is incredibly valuable. What I appreciate most is her responsiveness and patience — she takes the time to explain complex tax matters in a clear and practical way, giving me a lot of confidence and peace of mind. Her fees are also very reasonable, especially considering the level of service and expertise she provides. I highly recommend Wendy to anyone looking for a reliable and knowledgeable tax professional.

David Fei ☆ 5/5
Queenie Chiang

Working with Wendy has been a great experience. She is not only highly professional and knowledgeable, but also very patient and easy to work with. No matter how complicated my questions are, she always takes the time to explain everything clearly. I truly feel supported and in good hands. Highly recommended!

Queenie Chiang ☆ 5/5
amanda diao

Wendy is the best accountant, with excellent financial thinking, a very gentle personality and great patience. She is the most worthy financial expert for you to experience and have.👍

amanda diao ☆ 5/5
Cindy

Very irresponsible and disrespectful. She didn’t allow you to ask questions. And she liked to make you waiting long time or go back second time or third time to show how difficult it is to file tax return to make her clients feel that they are helping you a lot. She kept complaining about mistakes her employees made. She hired some unprofessional employees and she kept correcting the mistakes on their computer. She easily lose temper and got mad with his employees and clients too. She was very rude. Didn’t understand how she got so many 5 stars reviews. It was a nightmare to be treated by her in such a rude way

Cindy ☆ 1/5

5. Diaz Financial Services, Inc.

Diaz Financial Services, Inc.
Address
1055 N Van Ness Ave Ste A, Fresno, CA 93728, United States
Business Hours
Monday: 09:00–17:00
Tuesday: 09:00–17:00
Wednesday: 09:00–17:00
Thursday: 09:00–17:00
Friday: 09:00–17:00
Saturday: 09:00–12:00
Sunday: Closed
Website
Rating
8.4 (+ 161 reviews)

Diaz Financial Services, Inc. is located in Fresno. Featured in the Financial Auditors category, it has a rating of 8.4. Check all the details here.

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Service options
  • Online appointments
  • On-site services
Accessibility
  • Wheelchair-accessible car park
  • Wheelchair-accessible entrance
  • Wheelchair-accessible toilet
Amenities
  • Gender-neutral toilets
Planning
  • Appointments recommended
Parking
  • Free multi-storey car park
  • Free of charge street parking
  • Free parking lot
  • On-site parking
Customer Reviews
Angie Melara

Extremely rude. Does not know kindness or understanding to someone who is trying to find a new accountant. Instead I was shamed for wanting to find a new accountant and was told I’m at fault for going with a friend’s recommendation when it came to my first accountant. I would never recommend this place to anyone.

Angie Melara ☆ 1/5
Tommy Ramirez

What amazing services they offer I went to do my taxes with Daiz Financial Services and within 1 hours completely done. A co-worker referred me to them and I loved it I will continue to do my taxes there next year and the following. Excellent service. Highly recommended Daiz Financial Services.

Tommy Ramirez ☆ 5/5
Miss Chris

Diaz Financial has been Excellent for all my tax needs. Appointments are always available. This business has been here for 25 years. I am a very happy client.

Miss Chris ☆ 5/5
Sandra Garcia

It’s always a pleasure getting our taxes done with Diaz Services, always answering all our questions and explaining things in detail. Will keep our business as long as possible with them

Sandra Garcia ☆ 5/5
Mane559

Last year when I came to Diaz they resolved my last three years of tax issues and got me even more money back. Today they helped obtain my last stub and w-2 form online. Just got done filing the new year and I can’t be more pleased. Amazing tax professionals and highly recommended to anyone with any questions or doubts. The will leave no stone unturned.

Mane559 ☆ 5/5
Tony D

Great place, was out of there within 25mins, great explanation through any process. They’re there to help you. Will be coming back.

Tony D ☆ 5/5
Ar Ri

Highly recommend Jose is really good at what he does was able to help me file from years ago and fix my problem thank you again

Ar Ri ☆ 5/5

6. Edward French Accounting

Edward French Accounting
Address
437 Laverne Ave, Clovis, CA 93611, United States
Business Hours
Monday: 09:00–20:00
Tuesday: 09:00–20:00
Wednesday: 09:00–20:00
Thursday: 09:00–20:00
Friday: 09:00–20:00
Saturday: Closed
Sunday: Closed
Rating
8.3 (+ 83 reviews)

Edward French Accounting is located in Clovis. Featured in the Financial Auditors category, it has a rating of 8.3. Check all the details here.

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Accessibility
  • Wheelchair-accessible car park
  • Wheelchair-accessible entrance
  • Wheelchair-accessible seating
  • Wheelchair-accessible toilet

7. SoCal CPA Tax & Consulting Services, Inc.

SoCal CPA Tax & Consulting Services, Inc.
Address
13101 Washington Blvd Ste 430, Los Angeles, CA 90066, United States
Business Hours
Monday: 09:00–17:00
Tuesday: 09:00–17:00
Wednesday: 09:00–17:00
Thursday: 09:00–17:00
Friday: 09:00–17:00
Saturday: Closed
Sunday: Closed
Rating
8.1 (+ 63 reviews)

SoCal CPA Tax & Consulting Services, Inc. is located in Los Angeles. Featured in the Financial Auditors category, it has a rating of 8.1. Check all the details here.

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Accessibility
  • Wheelchair-accessible car park
Customer Reviews
guadalupe lopez

I have worked with Celia Trevino-Goodman, CPA for several years, both when I owned rental property and now as the owner of a daycare business. She has been extremely knowledgeable and professional in handling all of my business and tax needs. She takes the time to explain things clearly, provides excellent guidance, and is always responsive when I have questions. Her expertise has given me confidence that my taxes and business matters are being handled correctly. Because of the outstanding service she provides, I have referred several of my relatives to her, and they have also been very satisfied with her work. I highly recommend her to anyone looking for a knowledgeable, ethical, and reliable CPA.

guadalupe lopez ☆ 5/5
Diego Martinez

I highly recommend Celia for her professionalism, knowledge, and dedication. She helped me resolve a major issue with an LLC that had become very stressful, and thanks to her guidance everything was handled properly and efficiently. She has also helped me file my taxes accurately and on time, always making the process much easier to understand. In addition, she continues to provide valuable consultation for another LLC, helping me stay compliant with local, state, and federal tax authorities while also giving practical advice on budgeting and financial management. Celia is reliable, responsive, and truly cares about her clients success. I’m very grateful for all of her support and would absolutely recommend her services to anyone looking for trustworthy tax and business guidance.

Diego Martinez ☆ 5/5
Victor Castañeda

I have an LLC with a partner and hiring Celia’s services to guide us with our bookkeeping, multiple compliance the business requires, and advisory services has been one of the best decisions we’ve made. She is incredibly knowledgeable and has helped us take full advantage of available tax incentives, ensuring we reduce our tax burden legally and effectively. Celia Trevino-Goodman is always helpful, responsive, and genuinely friendly. She takes the time to explain things clearly and makes what can be a complex process feel much more manageable. We feel confident knowing our finances and tax compliance matters are in such capable hands. I highly recommend her services to anyone looking for a reliable and well-informed CPA.

Victor Castañeda ☆ 5/5
Diana Saavedra

I had a great experience working with Celia. She helped me amend my tax return and fix some tax issues I was dealing with. She was very professional, answered all of my questions, and provided excellent customer service during the whole process. Highly recommended!

Diana Saavedra ☆ 5/5
Chris

I had an excellent experience with SoCal CPA Tax and Consulting Services, Inc., and I highly recommend working with CPA Celia. From start to finish, Celia was incredibly responsive and thorough in completing my taxes. She took the time to answer all of my questions clearly and made sure I fully understood everything. What really stood out was how she went beyond just filing my taxes—she also helped me plan ahead for future tax situations, which I truly appreciated. The overall experience was smooth and professional. Parking outside the office was easy and convenient, and the front desk receptionist was pleasant and courteous, which made a great first impression. I will definitely be returning to Celia for my future tax needs and will be recommending her to my friends without hesitation.

Chris ☆ 5/5

8. MBS Accountancy Corporation – CPA Firm – Local CPAs

MBS Accountancy Corporation - CPA Firm - Local CPAs
Address
802 W Pinedale Ave suite 104, Fresno, CA 93711, United States
Business Hours
Monday: 09:00–17:00
Tuesday: 09:00–17:00
Wednesday: 09:00–17:00
Thursday: 09:00–17:00
Friday: 09:00–17:00
Saturday: Closed
Sunday: Closed
Website
Rating
7.6 (+ 50 reviews)

MBS Accountancy Corporation – CPA Firm – Local CPAs is located in Fresno. Featured in the Financial Auditors category, it has a rating of 7.6. Check all the details here.

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Service options
  • Online appointments
  • On-site services
Accessibility
  • Wheelchair-accessible car park
  • Wheelchair-accessible entrance
  • Wheelchair-accessible seating
  • Wheelchair-accessible toilet
Amenities
  • Gender-neutral toilets
Crowd
  • LGBTQ+ friendly
Planning
  • Appointment required
  • Appointments recommended
Parking
  • Free parking lot
  • On-site parking
Customer Reviews
Samantha Terrell

Cassidy and his team at MBS were incredibly helpful with our taxes this year. We had some complex situations like selling a home, a rental property, and solar purchases, so it felt a bit overwhelming at first. They made the whole process feel much more manageable. Their team was responsive and took the time to answer all of our questions along the way. The online system they use was easy to navigate and made submitting everything really convenient. We’re very happy with the outcome and had a great experience overall. We would definitely recommend them to anyone looking for reliable and knowledgeable tax support!

Samantha Terrell ☆ 5/5
Alex L

Cassidy is a genius, the end… Actually – let me expand on that a little. Hmmm… Here’s a Country Swang Jingle that might help express how I feel about the best CPA Fresno has ever seen and how amazing MBS actually is. ⭐⭐⭐⭐⭐ Alright, here goes…. kick in the banjo. I’ve got more than one business, And a whole lotta moving parts, From S-Corps, to LLCs, It used to stress our hearts. Last time around we felt confused, Like we needed a decoder ring, But now with MBS Accountancy… We finally understand, everything! Cassidy’s the real deal, y’all, Sharp as a tack and twice as fast, Knows how to work that tax code He needs his own Masterclass… They laid it out plain, no smoke, no spin, Turned all my numbers into a win! Advanced strategies we never knew, Just sittin’ right there… in plain view. 😳 Cassidy flipped three old tax returns, Calm, collected, unfazed, Next thing we know, tens of thousands Now WE’RE the ones gettin’ paid!!! So now we’re educated and confident, No more tax-time guessing games, MBS Accountancy, Y’all better save the name!!!!

Alex L ☆ 5/5
Phillip Kliewer

MBS has been a fantastic partner and teammate for Nexgeneral Construction. Cassidy and the team have helped us make informed financial decisions, given us valuable leadership in the areas of taxation and corporation, and generally been a great supporter of our business. I highly recommend MBS as a partner for any business.

Phillip Kliewer ☆ 5/5
Brad Sears

Cassidy and his team are wonderful team to work with. Wether he did my personal taxes before I owned my business and now multiple business’s. MBS is one firm you can count on having your back as your grow and need that extra eye and professional advice. I would not just recommend MBS but demand you reach out before asking for help anywhere else for your accountant needs! Great team, great support and will be my accountant for long as I am doing taxes!!

Brad Sears ☆ 5/5
Alexandra Register

Cassidy + the MBS team have been INCREDIBLE to work with as a small business owner. With little to no knowledge in accounting, and multiple avenues of revenue to track and balance, Cassidy took the time to really educate me and get my accounts where they need to be! Working with MBS has been amazing and so transformational for my business.I am now able to make better business decisions with their help. So grateful for MBS!

Alexandra Register ☆ 5/5
Geno Delerio

I’ve been working with MBS and Cassidy for about 6 years and have been incredibly pleased with the service, professionalism, and value that I’ve received. I own Delerio Construction business and I have used MBS for everything from tax strategy and advice to bookkeeping and consulting. They incorporate technology to make the process simple and efficient, and the staff is great and easy to work with. I can’t recommend them enough and am sure I’ve found a professional CPA that I can trust for the duration of my business career and beyond.

Geno Delerio ☆ 5/5
Pete rooney

Our organization had an old accounting system that needed to be updated. I contacted MBS about migrating to Quickbooks Online and they said they could help. Riccardo helped us with the conversion, transferring data, and setting up connections with our payroll system. He was patient, flexible, and able to explain things so that I could understand what was going on. It has been great working with him. I am glad we started working with MBS and wished I had done so much sooner.

Pete rooney ☆ 5/5

9. The Taxation Experts CPA & IRS Enrolled Agent

The Taxation Experts CPA & IRS Enrolled Agent
Address
3868 W Carson St #216, Torrance, CA 90503, United States
Business Hours
Monday: 09:00–16:00
Tuesday: 09:00–16:00
Wednesday: 09:00–16:00
Thursday: 09:00–16:00
Friday: 09:00–16:00
Saturday: Closed
Sunday: Closed
Rating
7.1 (+ 46 reviews)

The Taxation Experts CPA & IRS Enrolled Agent is located in Torrance. Featured in the Financial Auditors category, it has a rating of 7.1. Check all the details here.

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Accessibility
  • Wheelchair-accessible car park
  • Wheelchair-accessible entrance
  • Wheelchair-accessible toilet
Customer Reviews
Sol Hayes

We are very pleased with The Taxation Experts, Chris is really knowledgeable and I have 10+ years asking for their services. I started to ask for individual income tax services support since I was in Torrance, then got married and we continued with Chris and his team, we moved to Burbank and we were able to get great support. He has been upgrading his systems, the company has easy friendly platform to get online support and easy communication. Now my husband required additional services with his trust and Chris has been amazing. We really recommend this company!!!

Sol Hayes ☆ 5/5
Nora Warschaw

I can’t recommend Chris Aprahamian highly enough. After my husband passed away, I was faced with several years of complicated tax issues, and Chris took the time to thoroughly analyze everything and help me get back on track. His knowledge, attention to detail, and creative tax planning have been invaluable, especially with my rental properties. Just as importantly, he and his staff are always responsive, professional, and kind. Chris is generous with his time, explains things clearly, and genuinely cares about his clients. I’m so grateful for his expertise and support and would recommend him to anyone looking for an outstanding CPA.

Nora Warschaw ☆ 5/5
Linnie Riboli

My husband and I have been working with Chris and The Taxation Experts for several years, and we truly appreciate not only their expertise and guidance, but also the trusted relationship we’ve built over time. Chris and his team are always available to answer questions throughout the year and are especially helpful, responsive, and reassuring during tax season. We highly recommend Teh Taxation Experts for both their professionalism and personal care.

Linnie Riboli ☆ 5/5
Gary Griffin

After doing some research for trusted CPA’s with an EA credential, we met Chris Aprahamian CPA, EA in 2023 and ultimately chose him for our 2022 taxes. Since then, Chris has guided us professionally with the do’s and don’ts of a writing business and a full-time job. Chris continues to educate us on allowable use of business expenses and the appropriate lines of consideration for taking deductions with the most favorable tax implications. We trust Chris and continue to utilize his services – his team at The Taxation Experts Inc. has been great to work with through the last several years.

Gary Griffin ☆ 5/5
Claire Dawidziak

My husband passed away in late May 2025 following a lengthy illness. During our 42 yr marriage he had always handled our taxes. Chris Aprahamian was his tax preparer, so I contacted his office, explained the situation and asked for help. Chris and his staff were exceedingly patient and helpful to me in the preparation/filing of our late 2024 return and our 2025 return. They were accessible and accomodating. The fees charged were very reasonable.

Claire Dawidziak ☆ 5/5

10. Roos & McNabb CPA's PC

Roos & McNabb CPA's PC
Address
4384 E Ashlan Ave #107, Fresno, CA 93726, United States
Business Hours
Monday: 09:00–17:00
Tuesday: 09:00–17:00
Wednesday: 09:00–17:00
Thursday: 09:00–17:00
Friday: 09:00–17:00
Saturday: Closed
Sunday: Closed
Rating
6.9 (+ 61 reviews)

Roos & McNabb CPA’s PC is located in Fresno. Featured in the Financial Auditors category, it has a rating of 6.9. Check all the details here.

View Details
Accessibility
  • Wheelchair-accessible car park
  • Wheelchair-accessible entrance
  • Wheelchair-accessible toilet
Planning
  • Appointments recommended
Customer Reviews
pedro lopez

I had let Tyler know about filing earlier in February because I’m in the middle of family court and he gave me a timeline to get back to me by the beginning of March. We’re in April and he’s been unresponsive for weeks and just responded with saying we’re filing «after April 15.» I’m not sure if this is some sort of joke. I paid him every month and did not meet once for an entire year. Keep that in mind.

pedro lopez ☆ 1/5
Bella Vang

Honestly, my taxes are my most expensive bills. Having him to advise me on some options allowed me to make the best informed decisions for myself. Really appreciated his guidance on some life changing decisions that have affected me in positive ways only!

Bella Vang ☆ 5/5
Weston Hatcher

The best CPA to work with, in not only Fresno, but anywhere! Truly blessed to work with such a great firm.

Weston Hatcher ☆ 5/5
Thomas Linder

I have been a client of Roos & McNabb for more than 3 years now. Found using quickbooks as a way to better understand the software, I ended up hiring them to help with my accounting for my newly established small business. They were very helpful with all areas, including areas specific to the industry, transpiration. RM had specialists in all areas of finance. They were never pushy and always helpful when needed. I never had to wait for a response from their team. They were also there when my wife and I started thinking of financial planning for our future, something we still haven’t moved forward with, but will once we have the funds. We will definitely be using Roos & McNabb for our future financial planning. I trust Tyler and their team, and now they will always work hard for me and my family. I recommend them to anyone.

Thomas Linder ☆ 5/5
Aspire Suites

I’ve known Roland and his firm for many years and they have been GREAT! I can’t thank them enough for all of their personal service, professional advice and timely solutions to all of my business and personal tax issues. They have my strongest recommendation.

Aspire Suites ☆ 5/5
Barbara

Negative five stars if possible. Missed our scheduled consultation on a Sunday (Sunday was per Tyler’s request) then the next day I get a call from the secretary that he he had a «family emergency» and would like to reschedule. She offered times, I accepted one, and waited for a calendar invite that never came. Tried reaching out to let her know and cc Tyler on email and no response. Such a waste of my time and so unprofessional. If this is how they handle potential new clients I can only imagine the shoddy state my taxes will be in under their care- no thank you!

Barbara ☆ 1/5
Tracy de Jong

Roland Roos and Company has been preparing my taxes and providing sound accounting advice to my husband and I for 17 years. He and his staff are professional, courteous, knowledgeable and do a great job preparing us for what’s ahead and keeping us informed on what’s happening with tax changes. I highly recommend them.

Tracy de Jong ☆ 5/5

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    Frequently asked questions about financial auditors in California

    What exactly does a financial auditor do?

    A financial auditor’s primary responsibility is to independently examine and verify a company’s financial records. This involves assessing the accuracy and reliability of financial statements, ensuring they comply with generally accepted accounting principles (GAAP) and relevant regulatory requirements. They also identify and assess internal controls to determine their effectiveness in preventing fraud and errors. The ultimate goal is to provide an unbiased opinion on the company’s financial health to stakeholders.

    What types of audits are there?

    There are several types of audits a financial auditor might conduct. A financial statement audit is the most common, providing an opinion on the fairness of the financial statements. Compliance audits assess whether a company is adhering to specific regulations and laws. Internal audits are performed by a company’s own staff to monitor and improve internal controls, while forensic audits investigate suspected fraud or irregularities. IT audits specifically examine a company’s information technology systems and controls.

    What qualifications do financial auditors need?

    To become a financial auditor, individuals typically require a bachelor’s degree in accounting, finance, or a related field. Many auditors hold the Certified Public Accountant (CPA) designation, which demonstrates a high level of knowledge and expertise. Continuing professional education (CPE) is also mandatory to stay current with evolving accounting standards and regulations. Furthermore, strong analytical skills and a commitment to professional ethics are crucial.

    How are financial auditors selected?

    Companies often select financial auditors based on several factors, including reputation, experience, and specialization. They may choose an auditor with expertise in their industry, such as manufacturing or technology. Independence is paramount; auditors must be free from any conflicts of interest. The selection process often involves a request for proposal (RFP) and thorough due diligence to ensure the auditor's competence and integrity.

    What is the role of the Public Company Accounting Oversight Board (PCAOB)?

    The PCAOB is a U.S. regulatory body responsible for overseeing the audits of public companies. It sets standards for audits, conducts inspections of auditing firms, and investigates allegations of wrongdoing. The PCAOB’s primary goal is to protect investors by ensuring the accuracy and reliability of financial audits of public companies, thereby fostering confidence in the financial markets.

    What are the key areas auditors examine?

    Auditors meticulously examine various areas of a company’s financial records. This includes verifying revenue recognition, asset valuations, liabilities, and equity. They scrutinize supporting documentation, such as invoices, contracts, and bank statements. They also assess the effectiveness of internal controls related to financial reporting and compliance with regulatory requirements.

    How often do companies need to be audited?

    The frequency of audits depends on several factors, including the company’s size, complexity, and regulatory requirements. Public companies are typically required to undergo an annual audit of their financial statements. Private companies may be required to audit their financial statements based on their size and the nature of their business. Some industries, such as banking and insurance, have more frequent audit requirements.

    What are the potential consequences of a flawed audit?

    A flawed audit can have significant consequences for a company. It can lead to restatement of financial statements, resulting in financial losses and damage to the company’s reputation. It can also trigger regulatory investigations, fines, and legal action. Furthermore, a flawed audit can undermine investor confidence, leading to a decline in the company’s stock price.

    How do auditors communicate their findings?

    Auditors communicate their findings to the company’s management and audit committee in a formal management letter. This letter highlights any deficiencies in internal controls, material weaknesses, or other concerns. The management letter provides recommendations for improving internal controls and ensuring the accuracy of financial reporting. Auditors also issue an audit report, expressing their opinion on the fairness of the financial statements.

    What is the difference between an audit and an assurance engagement?

    While often used interchangeably, an audit is a specific type of assurance engagement conducted by an independent auditor who provides an opinion on the fairness of financial statements. An assurance engagement is a broader term encompassing various types of engagements where an independent party expresses an opinion on the reliability or accuracy of information, which may not always involve financial statements. This can include internal controls, IT systems, or other non-financial areas.

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