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Scales of Success Financial

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If you hire this pro, you’re covered by a money-back guarantee. Learn more

About
Taxes can be stressful — I make them simple. With nearly a decade of experience, I specialize in personal and business tax preparation with clear guidance and accurate results. Whether you're filing for the first time, catching up on past returns, or need help with self-employment or small business taxes, I'm here to help. I take the time to explain your options, maximize your refund, and make sure you feel confident — not confused. Friendly, fast, and always professional.
Overview

Hired 1 time

Serves Rancho Cucamonga, CA

Background checked

1 employee

10 years in business

Business hours

This pro hasn't listed their business hours.

Payment methods

This pro accepts payments via Apple Pay, Cash, Check, Credit card, Google Pay, PayPal, Samsung Pay, Square cash app, Stripe, Venmo, and Zelle.

Social media

Facebook, Instagram

Services offered
Employment status

Customer is self-employed

Customer is not self-employed

Work location

My customers travel to me

I travel to my customers

I work remotely (phone or internet)

Reviews

Customers rated this pro highly for professionalism, responsiveness, and value.

Exceptional 5.0

9 reviews

5

100%

4

0%

3

0%

2

0%

1

0%

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Read reviews that mention:

pro avatar
Allison V.

Mar 12, 2025

•

From Google

Corey is the best!!! He explained my taxes and the 'whys and why nots' that I asked. He is very down to earth and comfortable to talk to.Thank you so much, Corey
pro avatar
Isaac P.

Feb 13, 2025

•

From Google

Great service, Cory was on time and patient with my wife and I as we didn't have everything ready. Also helped us find all our deductions. We've used his services for three years now and will continue to work with him in the future. Highly recommend doing your taxes with Cory.
Scales of Success Financial's reply
That means a lot to me Isaac thank you! Happy to help.
pro avatar
Estefanny C.

Feb 14, 2025

•

From Google

I have been going to Corey for about 6 years already. I am thankful to have ever met him because hes a a Mr. Do it all when it comes to finances. Hes not only my tax preparer, he is my financial advisor, and not to forget to mention, but he also helped me and my husband sell our home back in 2022 and got us into out new home within a month. Hes one guy that my husband and I would trust with our finance. I recommend him 100%
pro avatar
Tamika R.

Feb 13, 2025

•

From Google

Corey, the owner, took care of our taxes personally. He explained everything and offered services that I did not know were available to me. I highly recommend him for your financial needs.
pro avatar
Alexandria M.

Feb 13, 2025

•

From Google

If you're looking for a financial institution that genuinely cares about your financial well-being and delivers top-notch expertise, look no further. Corey Scales has exceeded my expectations in every way.Corey has been in the business for over 10 years, and his wealth of experience shines through in every interaction. From helping me navigate a tricky tax situation to guiding me through the complexities of mortgages and real estate, Corey was a steady hand I could trust.What sets Corey apart is not just his professionalism but his personable approach. He takes the time to truly understand your needs, goals, and even your concerns. You're not just another file on his desk; he genuinely cares about you as a whole person. His ability to break down complex financial concepts into something I could actually understand was a game-changer for me.If you want someone who is professional, knowledgeable, and wholeheartedly invested in your success, I cannot recommend Corey Scales highly enough. This is the kind of service and care you hope for but rarely find.Thank you, Corey, for making what could have been a stressful process feel manageable and even empowering!
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Corey Scales

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