Empowering Financial Success
At CPA Financial Advantage, P.C., we are dedicated to providing personalized financial guidance to individuals and businesses in a variety of industries. Our team of certified public accountants has years of experience in providing high-quality services, including tax management, accounting, audits, financial statements, and financial planning.
Our Mission
Our mission is to help our clients maintain financial viability in the present while taking a proactive approach to achieve their future goals. We believe that open communication is essential to reach an understanding of our clients' needs, and we strive to provide thorough research and sound analysis to achieve our clients' financial goals. We are committed to meeting our clients' goals with high standards of excellence and professionalism.
Our Team
At CPA Financial Advantage, P.C., we have a talented team of certified public accountants who provide a wide range of services to individuals and businesses. Our team includes:
- Paul McLeod, CPA: With over 30 years of experience, Paul is a certified public accountant who has been serving clients in the Yuma area for many years. He is a partner in our firm and has extensive experience in providing tax, accounting, audit, business management consulting, and financial planning services. Paul is also a QuickBooks ProAdvisor and has held licenses to practice in Oregon and California.
- Helen C. Greenwell, CPA, CFP: Helen is a certified public accountant and certified financial planner who has extensive experience in providing financial planning services to individuals and business owners. She has worked with a wide variety of businesses, including medical practices and construction contractors. Helen is also an active member of our community, having served as past president of the Rotary Club of Yuma Sunrise and the current treasurer of the Board of Trustees of Yuma Catholic High School.
- Quintan A. Williamson, CPA: Quintan is a certified public accountant who joined our firm in 2014. He has extensive experience in providing tax, accounting, financial statement, QuickBooks, and business valuation services to individuals, partnerships, corporations, trusts, estates, small businesses, and not-for-profit organizations. Quintan is also a licensed CPA in Arizona and holds a Bachelor's degree in Business Management and Finance from the University of Phoenix.
Our Services
We provide a wide range of services to individuals and businesses, including:
- Tax Services: We provide a wide range of tax services, including tax preparation, tax planning, and tax litigation services.
- Accounting Services: We provide comprehensive accounting services, including financial statement preparation, auditing, and accounting system implementation.
- Business Consulting Services: Our team of experienced consultants provides business consulting services, including financial planning, budgeting, cash flow forecasting, and business valuation services.
- Financial Planning Services: We provide personalized financial planning services, including investment planning, retirement planning, and estate planning services.
Online Resources
We have provided a wide range of online resources to assist in the tax process and financial decision-making. These resources include:
- Financial Calculators: We have provided financial calculators to help you plan your financial matters.
- Forms and Publications: We have provided an archive of all IRS forms and publications to assist in the tax process.
- News and Links: We have provided news and links to other useful sites to help keep you informed and up-to-date on financial and business matters.
Contact Us
We welcome any questions or comments you may have. Feel free to contact us at any time. Our office is located at 798 West 28th St, Yuma, AZ 85364. You can also contact us by phone at (928) 344-3003 or by fax at (928) 344-3153.
Positive Reviews
Several reviewers had excellent experiences with CPA Financial Advantage, praising their expertise, customer service, and attention to detail. Tony Zuniga noted that the team has worked on their business and personal tax returns for years and is "extremely happy with their customer service and expertise." Pat Castro appreciated the personalized approach of the CPAs at their location, who treated them like family and stayed in contact throughout the tax preparation process. Tony Zuniga also mentioned that the premium service rate is worth the cost, as it ensures accurate and thorough work.
Negative Reviews
On the other hand, some reviewers had disappointing or unpleasant experiences. M. M. was left waiting for months for their complicated tax return to be completed, only to find out that the CPAs had decided they weren't interested in taking on the task. Elijah T. was overcharged for a phone call and felt misled by the invoice, which included a blank form that could have been downloaded for free. Rudy Rodriguez and TheBerry Az both agreed that the service was horrible, with Rudy stating that the help was non-existent and TheBerry Az questioning the fees and the sudden change in their refund amount.
Summary of Positive Reviews
The majority of reviewers praised CPA Financial Advantage for their expertise, customer service, and attention to detail.
Summary of Negative Reviews
Some reviewers experienced poor service, feeling misled or overcharged, and questioned the value of the premium service rate.
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