Prospect Financial Solutions
What we could verify
- Registered business?
- Not verified
- CPA license or firm permit?
- Not verified (searched the state board)
- Publishes prices?
- Not stated on its website
- Local or remote?
- Local
- Software?
- QuickBooks Online
2 of 5 answered from a dated source.
Documents 4 of 5 core services.
Score breakdown
Dark bar: points earned. Grey bar: the weight we could check.
Evidence
| Claim | What the source shows | Source | Points |
|---|---|---|---|
| Business name | Prospect Financial Solutions | home page | |
| Website | https://prospecttax.com/ | home page | |
| Office locality | Redlands, CA | home page | |
| Phone | +19097973140 | home page | |
| Offers bookkeeping | Documented: ...Preparation Accurate, timely tax returns with clear guidance and proactive planning. Bookkeeping Reliable monthly bookkeeping that keeps your records accurate and your business... | home page | |
| Monthly bookkeeping | Documented: ...timely tax returns with clear guidance and proactive planning. Bookkeeping Reliable monthly bookkeeping that keeps your records accurate and your business running smoothly.... | home page | 8 pts (max 8) |
| AP / AR | Documented: ...clients’ books accurate, compliant, and ready for tax season. I manage reconciliations, accounts payable, and financial reporting with an eye for detail and efficiency. Outside... | /about | 4 pts (max 4) |
| Payroll coordination | Documented: ...tax and business guidance to help you understand the numbers and make better decisions. Payroll Full-service payroll that keeps your team paid accurately and on time-without the... | home page | 4 pts (max 4) |
| Month-end close + reporting | Documented: ...are categorized and reconciled via QuickBooks Online (QBO), producing accurate monthly financial statements for financial clarity into your business. Schedule a Bookkeeping... | /services | 6 pts (max 6) |
| Software supported | QuickBooks Online | /about | 5 pts (max 5) |
| Local / remote model stated | Local | /services | 3 pts (max 3) |
| Onboarding described | Documented: ...who need certified payroll. What to Expect Easy Setup A flawless, streamlined onboarding process. Customized Service Customized service that fits each business’s needs. Online... | /services | 4 pts (max 4) |
| Reporting cadence stated | Documented: ...are categorized and reconciled via QuickBooks Online (QBO), producing accurate monthly financial statements for financial clarity into your business. Schedule a Bookkeeping... | /services | 4 pts (max 4) |
| Named contact / team | Joel Hendriks, EA | home page | 3 pts (max 3) |
| Working contact route verified | [email protected] (mail server found) | DNS check Third-party Sep 26, 2026 | 2 pts (max 2) |
| Privacy / data-handling page | Documented: Privacy Policy | /privacy-policy | 2 pts (max 2) |
Checked and not found
- Not documented. Checked 5 pages of the firm's own site on 2026-09-26 (Firm's own website): Catch-up / cleanup (0 pts, max 5); Industries served (documented) (0 pts, max 5); Pricing approach published (0 pts, max 6); What is included / excluded (0 pts, max 5); Communication channel / process (0 pts, max 3).
- Not verified. Searched California Board of Accountancy licensee file (DCA public licensee data) for CPA firm records named 'Prospect Financial Solutions' on 2026-09-26: no matching record (State accountancy board): Active CPA firm or individual license (state board) (0 pts, max 8).
Searches that find nothing are not a mark against a firm. How we search.
Not verified (not checked yet, so each scores 0 and counts against coverage): Service area; Current QuickBooks ProAdvisor or Xero advisor listing (0 pts, max 6); Bookkeeping designation (AIPB/NACPB) or IRS directory credential (0 pts, max 6); Entity found in the state business registry (0 pts, max 6); Years operating (registry formation date) (0 pts, max 5).
Check it yourself on the state's own records: California Board of Accountancy license search and business registry search.
- Working contact route verified: The email address the firm publishes is on a domain that accepts mail (MX record present).
Data limitations
- 20 of 22 evidenced items come from Prospect Financial Solutions's own website and are labelled self-reported.
- No ratings or review counts are published here. Why.
Is this your firm?
Claim this listing to correct a field with evidence, or report a correction. Claiming confirms ownership only; it does not change the score.