America's Home Loans - Santa Rosa CA

America's Home Loans - Santa Rosa CA

Reviews Summary

Customers consistently praise the broker for exceptional service, deep expertise, and personalized guidance throughout the mortgage process. Many highlight his responsiveness, patience, and ability to simplify complex transactions, especially for first-time buyers. His creative solutions for challenging situations and dedication to client education stand out. Multiple reviewers mention long-term trust, recommending him highly for both purchases and refinancing. The team's professionalism, availability, and stress-relieving approach receive frequent commendations, with several noting successful outcomes in difficult markets or unique financial circumstances.

About This Listing

Business Consulting
Financial Statements
Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
Financial Advisory
Real Estate
QuickBooks
Xero

Who Can Work with a CPA?

Individuals seeking tax prep, retirement planning, or financial advice
Small business owners needing bookkeeping, payroll, or tax compliance
Freelancers and contractors with 1099 income or complex returns
Couples planning finances together or managing joint returns
Investors with capital gains or rental property income
Anyone looking for year-round financial guidance and peace of mind

*Note: CPAs may specialize in different areas. Be sure to check credentials and service offerings.*

First-Time Clients

If this is your first time working with a CPA, don’t worry — most professionals offer a free consultation and will walk you through what to expect. You may be asked to complete an intake form, share financial documents, or set clear goals for your session.

What to Know Upfront:

Documentation Bring your most recent tax returns, income details, and any financial concerns
Availability Appointments fill up quickly during tax season — book early if possible

*Note: Every CPA operates a bit differently. Don’t hesitate to ask questions before committing.*

What to Bring

Government-issued ID for verification
Tax documents (W-2s, 1099s, investment summaries, etc.)
Receipts or logs for deductible expenses, donations, or mileage

*Tip: Organize your documents in advance to save time and ensure accuracy.*

Preparing for Your Appointment

Write down any financial goals or questions in advance
Check if your CPA offers virtual sessions or document uploads
Bring a notebook or use a notes app for key takeaways
Know your deadlines for filing, payments, or compliance

*Note: Preparation helps you make the most of your CPA’s expertise.*

How to Get Started

Use our directory to find highly reviewed CPAs near you. Reach out directly to schedule your consultation.

Other Helpful Info

Many CPAs offer both in-person and remote consultations
Fees may be flat-rate, hourly, or based on service complexity
Some CPAs specialize in industries like healthcare, real estate, or tech
Check for client reviews and credentials (CPA license, EA, etc.)

*Note: Every CPA is different — take time to find one who fits your goals and style.*

Features

Business Consulting
Financial Statements
Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
Financial Advisory
Real Estate
QuickBooks
Xero

Contact Information

Address

131A Stony Cir Suite 500

Santa Rosa, California 95401

Hours

Sunday 8AM-9PM
Monday 8AM-9PM
Tuesday 8AM-9PM
Wednesday 8AM-9PM
Thursday 8AM-9PM
Friday 8AM-9PM
Saturday 8AM-9PM

Customer Reviews

I had the pleasure of working with Scott Lawson, my mortgage broker, when purchasing my new home in Santa Rosa, CA, and I couldn't be happier with the experience! From the very beginning, he made the entire process smooth and stress-free. Scott took the time to explain all the options available to me and provided expert advice tailored to my financial situation. Communication was clear, timely, and I always felt well-informed at every step. Thanks to his dedication, I was able to secure a great rate and clo

Scooter is a flawless Mortgage Broker. He will do all the complicated stuff and Scott makes it easy to buy a house. ..Thank you Scott . You are the best.

Scott was amazing! I appreciate how he walked me through everystep of my home purchase. I highly recommend Scott Lawson with America's Home Loans.

Scott was an absolute pleasure to work with. He kept me sane through the difficult and stressful process of obtaining a mortgage. He brought plenty of humor as well as real and honest information every step of the way. He was always available and honestly busted his butt to make our loan happen. There should be a bonus star button for this guy!

It was fantastic working with this mortgage broker. We had been searching for a house for a couple years, and Scott helped us along the way gain a solid understanding of rates, and all details. I highly recommend working with him and America's Home Loans. Thank you!

Scott and Jason went above and beyond any lender I have ever worked with providing instant answers and immediate attention. I had a complex situation and Scott, on the same day, met me to go over numbers, options, and taught me how to properly read my taxes! I am in aw with his knowledge, advise, honesty, and kindness. One of a kind service, that is hard to find these day! Real, honest, helpful, knowledgeable, and kind! Look no further, as Scott and Jason are the best in the business. I have used 3 differen

I found Scott through my family friend who worked with him for years through a local realtor. She has been telling me for years "If you ever want to buy a home, talk to Scott Lawson!" and boy was she correct. Scott was an excellent resource through the process of procuring our FHA loan to buy our home. He was always available, quick to respond to e-mails and calls, and very reassuring through the very stressful process. He was ever patient with my constant questions and seems extremely knowledgeable about

My husband and I had such a great experience working with Scott. He is so knowledgeable and great at explaining the whole process to us. He made sure all of our questions were answered. As first time home buyers we had no idea what was next and he was there guiding us through the whole process. On top of him being on top of everything he secured our rate before they skyrocketed! Thank you so much we look forward working with you again!

Scott is a fantastic mortgage broker! He is extremely knowledgeable and friendly! He's very patient and helpful and is always willing to answer questions! He goes above and beyond! I highly recommend him!

If you are shopping for lenders and cannot decide who to go with, stop searching and call Scott. Scott helped me purchased my first starter-home (condo) in 2012 using an FHA loan. As a first time home buyer, it was a scary experience, but Scott's knowledge and constant communication throughout the loan process made financing go as smoothly as possible. Flash forward six years, as of February 2018, I needed a conventional loan to purchase my forever home. We told Scott when we needed to close and he made it

We came into Scott's office three years ago. At that time we did not qualify for a loan. He was encouraging and positive. He gave us sound advise which we followed and I am grateful for because the next time we walked into his office we were approved. Buying a house can be stressful. Scott was honest, totally on top of it, always available and efficient. When we had questions he answered them. When people weren't doing their job he called them. He always called us right back. Fantastic service and professi

I would highly recommend Americas Home Loans for experienced home buyers or first time home buyers. Jason was an absolute pleasure to work with. We were first time home buyers and Jason took away all the pressure and worry of the process. Jason emphasizes educating his clients on the home buying process. We did not know what to expect when it came to getting a loan and Jason walked us through step by step. Whenever we had a question we were able to call/text Jason and get the exact answers and clarity we ne

Scott is a seasoned, effective loan officer. He knows his business. He is a hard working, honest and forthright professional. Scott has guided us thru 2 home loan processes, both of which had their share of unique challenges due to our situations. In both cases he was able to find creative ways to accomplish our goals, where I believe a less experienced, less competent loan officer would have struggled to deliver. This is a very important business transaction and you will want Scott on your side. He has a w

Scott was a breeze to work with, made our home buying process smooth. He was easy to reach by phone or text though much of what we did was via email. Scott showed us all our options and helped us narrow down a loan that worked for us. 5 start experience!

Scott was great to work with to get our loan. He is very knowledgeable and was able to get us a great loan for our unique situation. He was always available and quick to respond to any questions we might have had. We would definitely use him again and will recommend him to others.

Scott has been our mortgage adviser since 2005. We trust him greatly. He has always been there for us. He has advised us through many stages in our financial life, good and bad. We consider him a friend now. No question is dumb and he definitely makes his customers feel valued. Any financial/mortgage question that comes up we automatically look at each other and say, "let's talk to Scott". Five stars +!

Thank you Scott Lawson!!! In 2012 I started to work on my credit to buy a home. 2008 job loss did a number on it, and everyone i talked to said I could not do a mortgage. After a year of working on my score, i got it above the FHA minimum. I applied with a couple of friends the are mortgage people and they told me i still could not get qualified. I found my way to Scott with a forum of all places. He told me I can be approved and buy a home. I completed the application and he was able to get me approved wi

Scott has been great to work. His knowledge in the mortgage loan business is as good as it gets. With his knowledge he has gotten me through two rather difficult deals . He is very accommodating and easy to work with. Thanks Scott

I have been searching for a new home in West Sonoma County for over two years. Scott has been incredibly helpful and extremely patient along the way and he's always willing to help without any sense of hurried pushiness. Scott's professional, efficient and patient in the high stakes and high stress game which are character qualities you want on your team. Hire him and he will be there for you however long it takes!

Jason Morales is just the best Mortgage Broker in the business! We had been trying to refinance, I went to all the ?big name? lenders, many said they could help, when it became complicated they dropped the ball, I was fortunate to meet Jason, he said he could help, I was skeptical, true to his word he made it happen! We had a very complicated file including an IRS lien I was not aware of. Not only did he work his tail off but he did it with a smile on his face!!! He got us an amazing rate! I recommend Jaso

Jason Morales guided us through a complex transaction as our mortgage broker with ease and confidence. We were relocating from over 3,000 miles away and buying sight unseen in a new place we had never been to before, it was stressful and scary to say the least! Jason made us feel so comfortable that we were in great hands and that he would get us across the finish line. I absolutely loved the personal touch of his video messages, it made me feel less far away and that we were connected throughout the transa

Scott handled my home refinance and was fantastic throughout the entire process. He is very knowledgeable, took the time to explain everything thoroughly and was readily available to answer any questions. I highly recommend his services to anyone looking to purchase or refinance a home.

My wife and I were planning on purchasing our first home together, we had no idea where to begin- so we did what was logical, find out what we could get pre approved for. We were referred to Scott at AMH by a friend, so we gave him a call. Scott was fantastic, he walked us through the whole process, literally making it as simple as possible, because lets be honest, the paperwork is a nightmare! Step by step, he was there to answer all our questions, no matter how lame they may have been to him. Overall, the

Scott Lawson was friendly, knowledgeable, and very helpful! I needed someone to ascertain the Net Present Value of two personal notes. Scott was able to do the calculations AND explain how he got to the NPV. Thank you!

Scott was awesome to work with! Had no issues getting approved, and he has an immense amount of knowledge from all sides of the real estate business! Great person to work with, would gladly work with him in the future!

My refinancing experience with Scott has been tremendous! He understood my requirement and delivered it very promptly in all the three instances that I worked with him by offering the best interest rate in the market.

Scott is very knowledgeable and very honest he helped us when I thought the process of buying a house was going to be very hard. He made it simple and easy. I recommend him for any of your real estate needs.

Jason at America?s Home Loans not only met our expectations but far exceeded them. We had a challenging home purchase but he communicated well and kindly every step of the way. We have our dream home because of his persistence and ability to get it done. We are so grateful to this team, our little girl now gets to grow up in her very own home because they rooted for us every step of the way.

Scott has helped me with several properties as my mortgage broker. Highly recommended. I've purchased several properties and has made the deals happen while holding everyone accountable.

I have been a Realtor in Sonoma County for apx 30 years,for the past 12 years have been using Scott Lawson at Americas Home Loans he is always upfront with both myself and the clients from VA,FHA or Conventional loans he does it all.In addition he has other special programs that other Lenders do not have access too. We have closed everyone we work with as he goes that extra mile to get the deal done and never gives up always has a plan "B" which in this Market with its ups and downs is very reassuring consi

Jason was very helpful and knowledgeable during the entire loan process!

Such an amazing team!!! They were so helpful and guided me through the process every step of the way.

Frequently Asked Questions

What qualifications should I look for in a CPA?

Look for a Certified Public Accountant (CPA) license, which ensures they’ve passed rigorous exams and meet state requirements. Check for relevant experience in your industry, additional certifications like CFA or CMA, and membership in professional organizations like the AICPA. Verify their credentials through state licensing boards.

How do I find a CPA in my area?

Use online directories like the AICPA, CPAverify, or state CPA societies. Search platforms like Yelp or Google for local CPAs with reviews. Ask for referrals from business associates, friends, or financial advisors. Local chambers of commerce can also provide recommendations.

What’s the difference between a CPA and an accountant?

A CPA is a licensed professional who has passed the CPA exam and met state requirements for education and experience. An accountant may lack this certification and could have varying levels of expertise. For complex tasks like tax audits or financial reporting, a CPA is typically more qualified.

How do I know if a CPA specializes in my needs?

Ask about their experience with your specific financial needs, such as tax preparation, small business accounting, or estate planning. Review their website or LinkedIn for case studies or client testimonials. Inquire about their client base to ensure they handle similar financial situations.

Should I check a CPA’s reviews before hiring?

Yes, reviews provide insight into a CPA’s reliability, communication, and performance. Check platforms like Google, Yelp, or the Better Business Bureau for client feedback. Look for patterns in reviews, but verify their authenticity, as some may be biased or outdated.

How can I verify a CPA’s license?

Visit your state’s Board of Accountancy website or use CPAverify.org to check a CPA’s license status. Confirm their license is active and check for any disciplinary actions or complaints. This ensures they’re in good standing and meet professional standards.

What questions should I ask during a CPA consultation?

Ask about their experience with your financial needs, fee structure, availability, and communication style. Inquire how they handle tax filings, audits, or financial planning. Ask for references or examples of similar work to assess their expertise and fit.

How much should I expect to pay for a CPA’s services?

Fees vary based on location, services, and complexity. Basic tax preparation may cost $150-$500, while business accounting or audits can range from $1,000 to $10,000+. Request a detailed fee structure upfront and compare quotes from multiple CPAs.

Can I work with a CPA remotely?

Yes, many CPAs offer remote services through secure online platforms for document sharing and virtual consultations. Ensure they use encrypted tools for data security. Remote CPAs can be effective if they understand your local tax laws or business regulations.

How do I assess a CPA’s communication skills?

During consultations, evaluate their ability to explain complex financial concepts clearly. Ask sample questions about taxes or financial strategies and note their responsiveness and clarity. Good communication ensures you understand their advice and fosters a productive relationship.

What red flags should I watch for when screening a CPA?

Beware of CPAs who guarantee specific tax refunds, lack a valid license, or have disciplinary actions on record. Avoid those with poor communication, vague fee structures, or negative reviews highlighting unethical behavior. Always verify their credentials independently.

Should I choose a CPA from a large firm or a solo practitioner?

Large firms offer more resources and specialized teams but may charge higher fees. Solo practitioners often provide personalized service and lower costs but may have limited availability. Choose based on your needs, budget, and preference for personalized attention.

How often should I meet with my CPA?

For individuals, annual meetings for tax preparation may suffice. Businesses may need quarterly or monthly check-ins for bookkeeping, tax planning, or financial reporting. Discuss your needs upfront to establish a meeting schedule that aligns with your financial goals.

Can a CPA help with both personal and business finances?

Yes, many CPAs handle both, but confirm their expertise in both areas. Ask about their experience managing personal taxes and business accounting simultaneously. Ensure they can balance both without compromising attention to your specific financial needs.

What should I do if I’m not satisfied with my CPA?

Discuss concerns directly with your CPA to resolve issues. If unresolved, check your contract for termination terms. Seek a new CPA by researching reviews, credentials, and referrals. Request your financial records to ensure a smooth transition to a new professional.

Skip to main Home Best CPA's Nearby Upgrade your plans English Avatar for Nico Bottema Welcome, Nico Bottema! Share Install the tag on your site to get access to all features, tools and the insights you need. It's fast and easy. Site ID: 6455700 Get started with the tag installation 1 Copy this code. 1 2 3 4 5 6 7 8 9 10 11 Copy code 2 Paste the code into the of every page where you want to track user behavior or collect feedback. 3 To make sure everything is ready, verify that your code was installed. Verify installation OTHER WAYS TO INSTALL Install with a team member’s help Install on a platform Install with a npm package Explore the demo Take a tour of the product with realistic data to explore. Explore demo site Common questions View all Course How do I install the tag? Collect session data for replays, heatmaps, and on-site surveys by installing a unique tag on your site. Ready to add it? Follow the instructions in this 15-minute course. Article How do I know if the tag is installed correctly? Article Will the tag slow down my site? Suggested for you Enable 2FA now Two-factor authentication (2FA) adds an additional layer of security to your account. Popular shortcuts title Feedback button Capture feedback in the wild by letting users share it at any point title Set up a Net Promoter Score® survey Measure long-term customer loyalty and happiness the tried-and-tested way. title Exit-intent survey Capture feedback before visitors leave and reduce your bounce rate Get started Interviews (new) Get real time feedback at critical times, thanks to easy, in-depth recruitment and analysis. Create project Finish your installation Surveys Feedback button Dashboard Invite team members Integrations