Our CPA retired and recommended Shaun and SF to us two years ago and we have been very satisfied with their service. Shaun is always responsive to our questions and he provides clear explanations. We appreciate his work and it's been a time saver for us. read more

Shaun Glenn is great! So glad we found him. He has been doing our taxes and we highly recommend him.

Simplicity Financial made the tax filing process smooth and hassle-free. Their team is professional and knowledgeable. I especially appreciate Alex, the Business Operations Manager, for her clear communication and attention to detail. She was patient in answering my questions and ensured everything was handled correctly. Her expertise was particularly helpful in navigating corporate taxes, making the process much less stressful. If you're looking for reliable and professional tax services, I highly recommend Simplicity Financial. I'll definitely be using their services again. read more

After my CPA retired, Simplicity Financial purchased her book of business and approached me about working with them. While I was initially impressed with their moxie-they were very persistent in their follow ups with me-I deferred from filing my returns with them the first year because I couldn't complete any real due diligence about them online. I really wish my story with them had ended there. Unfortunately it didn't. Shaun Glenn and his team followed up with me again in 2024 to see if I planned to file my 2023 returns with them. I decided to give them a shot. I was told I had to have my paperwork in a week before the filing deadline to have it be filed on time. I submitted my paperwork a week prior to this deadline, exactly as requested. ***I didn't hear back from Shaun Glenn regarding the filing of my business or my personal returns up until after 4:00pm on the DAY OF THE FILING DEADLINE.*** His assistant Alex contacted me, twice, but only in response to my NUMEROUS attempts to reach out, and it was obvious that she was really only trying to keep me calm and buy time for Shaun. When I finally did hear from Shaun it was clear that some time after 5:00pm ON THE DAY OF THE FILING DEADLINE was the first time he had even laid eyes on my returns!!! It was the nightmare scenario with a CPA that we all hope to never find ourselves in. Miraculously, and to Shaun's credit, he did manage to complete both my personal and business returns, and forwarded them to me in record time. However, once I received the Engagement Letters and drafts of my returns for me to review and approve, when I got a look at the totals I saw that I owed more than $5,500 in taxes!!! This was far more than I had ever owed in my previous filing years!!! My wife and I were panicked because we'd just paid for an expensive vacation and were going to have a very difficult time coming up with that kind of money, last minute. I knew there had to be a mistake, and with what little time remained, I realized it would be up to me to find it. And find the mistake I did. Shaun had completely overlooked my Shareholder Health Insurance deduction!!! I brought this to his attention, and he played it off like he had only just used a tax preparation software to get his numbers together and that this oversight hadn't really been his fault at all. Not wanting to create any more problems this late in the game, I didn't press the issue. Also, Shaun spotted an error with my previous years' filing-which I'd done myself-and offered to file an amendment for me ***AT NO COST***. It felt like something obvious though, that most experienced CPAs would have caught: A Qualified Business Income deduction. I was torn. I'd really had a terrible experience in working with Simplicity Financial, but Shaun's expertise had found an error that could save me thousands. So I gave him about a month, figuring this was an opportunity for him to turn things around and change my perspective of him and Simplicity Financial. Then finally the desire to see my returns amended and collect what I was owed from the IRS won out. I followed up with Shaun instead of the other way around. And followed up. And followed up. Texts, emails, no response. Just like the days before the filing deadline. Finally he got back to me telling me he aimed to get going on my amendment before the end of the week. I didn't hear back by the end of that week so I followed up, and followed up, and followed up. Only after I brought up another issue--a penalty and interest payment I'd had to make to the Franchise State Tax Board because of his tardiness in preparing my state filing--did he respond to me. However, it quickly became apparent that he hadn't actually started on the amendment as he'd promised. He was trying to feel out whether it was worth his time to do it or not, and if I'd ultimately be hiring him again in the future. I was candid with him in my response. Probably a bit more than I should have been, but I'm an honest guy. Shaun wasn't happy about it. He turned everything around on me, told me he was dismissing me as a client, and even had the gall to question my integrity. Ultimately, with this last exchange he crossed a line that no professional ever should. I told him that our business together had concluded and he could forget about his promise to file an amendment for me free of charge. While Shaun does seem to be a competent enough CPA, his lack of professionalism and more importantly his last minute handling of affairs without a keen eye for the details--WHICH COULD HAVE COST ME $5,500-are enough to make the choice of working with him a very risky proposition, AT BEST, to any who might be considering it. read more

Simplicity Financial - Shaun Glenn, CPA, MSA - Tax Services Near Me - Rancho Cucamonga, California

See all

We've used SF for 2 years. They came recommended to us and as a referral. We also checked with other accountants and eventually chose SF. And I am very happy we did. SF provides great service and everyone is very responsive - I can expect return calls and emails. And that's where it gets even better: Shaun's explanations are detailed and thorough. I know I can trust him and that is what you want in your accountant. I highly recommend SF. I am impressed with them and Shaun is great; you won't regret it. read more

I spoke with Shaun at Simplicity Financial about some estate tax questions. Shaun was so great and put my mind at ease. I was surprised by how much time he spent helping me, even though I wasn't a paying client. He explained everything clearly. I truly appreciated the follow up detailed summary he immediately provided so I'd know exactly what to do next. It's rare to find someone who offers that level of care and expertise without charging for the initial help. I really appreciated Sean's time, knowledge and energy! I wont hesitate to reach out to Sean with my questions or concerns. I look forward to building a relationship with Shuan and the services he provides read more

They are professional and friendly. I would use them when ever possible! I have used them for years now.

Simplicity Financial has been terrific to work with for my yearly tax reporting over the last 2 years. I cannot say enough about their professionalism, and how they put every effort into making sure you get the absolute best service. Alex is a treasure. Her understanding, knowledge, patience and clear communication are a blessing. Shaun and Alex go the extra mile to make sure the client is satisfied. I could not have selected a better organization to trust with my taxes. read more

Just wanted to add to my original review since this company's actions (actually inactions) have had a rippling effect. Based on Shaun's calculation, I was supposed to receive a $300+ tax refund from CA. Just found out yesterday that this is no longer happening because the refund was miscalculated and also I've accrued late fees since my tax return was not filed on time. read more

Shaun has completed my tax returns for the past two years. Because I have worked in a CPA office during tax season, I know they can be very busy. I always submit my information as early as possible, because I like to get my refund early. I am grateful for Shaun and Alex, their communication on the status of my return, and their professionalism. Thank you for the service you provide. read more

Filing one's tax return is never simple nor a fun experience. Simplicity, as their name suggests, makes it simpler. If you are looking for a clear, straight forward process, Simplicity is the firm for you to consider. read more

Shaun was very communicative and was able to help me get my tax return filed in record time.

My husband and I highly recommend Simplicity Financial. They were referred to us by a local pastor and we are very grateful for their services. Alex, Business Operations Manager, has been patiently kind and dependable answering all our many questions. Shaun, CPA is professional and responsive with a strong work ethic. He made us feel like we all are on the same team as he also answered our tax questions throughout the year. If you are looking for an outstanding skilled accountant and tax preparer with integrity this is the company to choose. read more

Shaun and his crew filed my taxes for the second year in a row now. I am happy with their services and recommend them to others.

Requested their assistance for 2024 taxes, the service was efficient and timely. Highly recommend.

Simplicity Financial and Shaun has taken care of me over the last three years. Communication has not been an issue and everything has been done in a timely manner. No complaints. read more

We have been working with Simplicity Financial for years and have always been impressed with the quality of their service. Shaun Glenn and his team are not only highly skilled professionals but also genuinely good people--honest, reliable, and great to work with. If you're looking for a knowledgeable and trustworthy financial expert, Simplicity Financial is an excellent choice. Their professionalism and attention to detail make all the difference. Highly recommend! read more