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524 Alawaaka Cir
San Jacinto, California 92582
Our realtor Melinda Maxwell and assistant Brooke Nelson are what we believe one of the most professional and competent agents that we had the pleasure to work with. It took a very long time to find the one that made us feel good at about a long term investment and place we want to call home. Her assurances of getting the right folks to help make the right decisions in every aspect of purchasing a home. Our needs were very complicated and they were up to the task.
Working with Wendy as our transaction coordinator was truly a game-changer. From start to finish, she was organized, communicative, and always one step ahead. Her attention to detail ensured that every document was submitted on time and every deadline was met without a hitch. She made the entire process feel smooth and stress-free?not only for us as agents, but for our clients as well. Her professionalism, responsiveness, and positive attitude created a seamless experience that truly elevated the transacti
Working with Wendy has been such a gift. She's incredibly organized, efficient, and always a step ahead?making sure nothing falls through the cracks. Her calm presence and attention to detail bring so much peace of mind during what can often be a stressful process. I trust her completely to handle each transaction with care and professionalism, and I'm so grateful to have her. Thank you, Wendy, for all that you do?you truly make a difference! ??
Brooke Nelson is an exceptional transaction coordinator who goes above and beyond to ensure smooth and efficient real estate transactions. Her attention to detail, prompt communication, and deep understanding of the process make her an invaluable asset to any agent. Brooke keeps everything organized, anticipates potential issues before they arise, and ensures deadlines are met without stress. Working with her means having confidence that nothing will fall through the cracks. If you want a transaction coordi
I've worked with Be Happy TC on multiple transactions and they've always been on point?organized, responsive, and a pleasure to work with. Shanda and her team truly make the process smooth from start to finish. Highly recommend!
Brooke Nelson at Be Happy TC?s Listing and Transaction Coordinators did a phenomenal job handling our real estate transaction for 1045 Bakers Bridge Rd! Her attention to detail, professionalism, and efficiency made the entire process seamless and stress-free. She went above and beyond to ensure everything was handled flawlessly. I couldn't have asked for better support?highly recommend! I don't plan on closing another deal without using their services.
Working with Brooke on all my transactions has been an incredibly empowering experience! Having a Transaction Coordinator is like wearing a magic time-management cape that frees me from hours of tedious paperwork, allowing me to change the world one deal at a time with renewed energy and passion. Brooke is a total rockstar with a superpower for organization and systems that are more streamlined than a Swiss watch. Thanks a million! I'm thrilled for our next transaction together. :)
Brooke Nelson with Be Happy TC is HIGHLY recommended!!!!!! Transaction after transaction , she gets the job done with efficiency and grace. I appreciate her so much. Forever a customer.
King (TC) and Meg (Listing Agent) were a pleasure to work with throughout our transaction. They were very responsive, helpful, and professional throughout every step of the process. I highly recommend working with them!
King is a wonderful and very thorough TC. We have had the pleasure of working alongside him on multiple transactions and he's helped to keep the transaction moving along smoothly and on track for the target closing date. We look forward to the next one!!
Review for [Transaction Coordinator?s Name] I can't say enough about how invaluable Brooke Nelson] is to my business. She always has my back, ensuring that every transaction runs smoothly from start to finish. Her attention to detail and dedication to my clients make all the difference?she treats each one as if they were her own, making sure they feel informed and supported every step of the way. Her organization, communication, and problem-solving skills are unmatched. I truly couldn't do what I do witho
Working with Brooke Nelson as our transaction coordinator has been an absolute game-changer! She keeps everything organized and running smoothly, making the entire process stress-free. We couldn't do what we do without Brooke Nelson, and we're so grateful for her hard work and attention to detail!
Brooke has been amazing to work with. She's friendly, consistent and detailed. She's also been a great confidant when things are called into question. I look forward to working with her again!
Shout out for a job well done to Josephine Culannay of Be Happy TC. An exemplary Transaction Coordinator. Very responsive, meticulous attention to detail, often highlights the importance of deadlines and great ability to handle complex paperwork. It's been a pleasure working with Josephine for the past few years for all my real estate transactions and to more cases to come. Thank you, JR Burce of HomeQuest Properties.
King was the absoulte KING of the last transaction we did together. He's knowledgable, communicates well, knows the contracts and documents inside and out, and is really good at keeping everyone on a tight schedule. I'd recommend him to any Realtor for transaction coordination services!
Jackie and Brooke were amazing! Jackie quickly picked up on our personalities and found us the perfect home. We almost passed on a home and with her subtle push to ?just take a look?. Ended up being perfect! I highly recommend Jackie and her team!
We recently had the pleasure of working with Josephine at Be Happy TC on a sale escrow. She was responsive and helped to keep the file on task. I would recommend her services to any realtor looking for a great TC!
Brooke is the BEST to work with!!! She is very professional, knowledgeable and punctual. She would make anyone look good. I have worked with her for a couple years and am very pleased.
I had the pleasure of working with Brooke Nelson and I can't recommend her enough! From start to finish, her organization and attention to detail were outstanding. Every step of the transaction was seamless, thanks to her proactive communication and timely updates. She was always available to answer questions and kept everyone involved well-informed, making the entire process feel effortless. Beyond her professionalism, Brooke maintained a positive and upbeat attitude throughout, which truly made the experi
It was a pleasure to work with King Natividad with Be Happy TC. He was efficient and great to work with. If anyone needs a great TC this is the person to use. He will definitely keep you on track.
Brooke without a doubt stays on task and keeps all parties to the transaction updated. Although she is not part of our compliance team, she goes above and beyond to make sure the file has all required documents and signatures. Without Brooke our team would have longer days at the office. You ROCK Brooke.
Amazing experience with Campbell and her team! Campbell was amazing at helping us at every step and was very thorough, quick, and easy to communicate with! Her team was very efficient and supportive! Would definitely recommend to anyone in the market for a new home!
Wendy has been an amazing part of our team in helping with our transaction coordination. She is on top of every detail so we never have to second-guess if something has been handled. She is always prompt, professional, and kind, making the entire process smooth and stress free for our clients.
Brooke always goes above and beyond to help with transactions. I know I can rely on her and trust she will get things done! I can enjoy time away knowing she has my back! Thank you!!!
Escrow Officer her and always happy to see King Natividad with Be Happy TC on any deals we work on! He is always on top of everything and is a joy to work with.
Brooke and the Be Happy TC team work tirelessly to ensure a smooth and accurate transaction- I could not be more satisfied with my experience and am looking forward to more!
King is someone you want on your team during a real estate transaction! His follow up and attention to detail are critical to a successful escrow and he makes the entire process painless. a true professional!
Brooke was an absolute joy to work with on this transaction. The communication, professionalism, promptness and attention to detail was amazing and really took a lot off my busy plate. Highly recommend using Brooke as your TC and I look forward to working with her for many years to come !!
Josephine was easy to work with and always on top of things. Highly recommend!
I couldn't be happier with the service Josephine provided. Josephine was professional, timely and so wonderful to work with. She kept everyone on track, and my transaction went smoothly. I definitely recommend Be Happy TC!
Josephine, King, and Be Happy TC are lovely to work with, professional and well regarded within the real estate community.
Brooke is beyond impressive! Her professionalism, authenticity, and knowledge made a smooth transaction. Every step of the way, she was one step ahead of me!
My team and I sell real estate at a high level in 3 states. California being one of them?the hardest transactinally, disclosures, it's a lot. My TC from be happy tc services is incredible and I am so thankful!!
I have worked with King over the years many times as and he has always been a professional and very easy to work with! I hope to work with him on Many more transactions in the future!
Wendy at Be Happy TC has been a game changer for me! Wendy makes sure all documentation is in the right place at the right time. I can't say enough about how professional and pleasant she is to work with. Wendy also has the much needed attention to detail that is vital in the success of any real estate transaction! I highly recommend Be Happy TC!
Britney was very patient and explained the whole process to me. She's very knowledgeable and would recommend her anytime.
Highly recommend!! I was recommended by a realtor friend of mine to work with Be Happy TC on my next transaction, and I couldn't be happier with that choice. Josephine was amazing the transaction went super smooth and she was definitely on top of everything! I definitely recommend working with them and will continue using them for my next transactions. Thanks again Josephine you rock!
Be Happy TC, Brooke was very professional and timely in all communication! Thank you for a smooth transaction.
It is always a pleasure working with a TC that is well versed in the actual escrow process therefore know all that is needed and when.
Was the TC on a loan I just closed for a borrower in San Diego. Great job!
I seriously couldn't have ever picked a better team of people to work with. This was my first home buying experience and everyone was very nice and very helpful. Zero complaints.
Buying a house is always stressful - this experience was no exception but Be Happy TC helped us navigate the experience effectively and efficiently with plenty of prompt communication!
Brooke was amazing and made for a smooth transaction! I hope to work with her again soon.
My experience with both Mau and Shanda at Be Happy TC was truly outstanding!! They are both very experienced and so easy to work with. They were always very quick to respond to any and all questions. I am really not exaggerating when I say that if you are need of a top notch transaction coordinator look no further than Be Happy TC!!. My transaction, as both the listing agent and the seller of the property, was able to close several days early and this was due, in no small part, to the efficiency of Be H
Brooke is beyond amazing! My clients enjoy working with her as well.
Brooke and her team are very efficient and responsive to calls, emails or changes to listings and sales instructions. They offer a great value to solo agents and small teams.
Be Happy TC, is an amazing TC service! Shanda the owner and the transaction coordinator we use King are diligent about following up with the other side of the transaction from start to finish. The way they structured their company, there is always someone available to help the agent they are supporting. King was sick for a few days and I got a call from a fellow member on the team letting me know he would be helping me in the Tibetan. Overall, great TC company to work with!!!
It was truly a pleasure working with King and Be Happy TC! This was the first time I had used them and I was very impressed. They have a great system to keep everything running on-time and smoothly, they are very responsive, and professional. I will definitely be using them again!
Working with Josephine at Be Happy TC has been a pleasure! She is organized, thorough and professional. She kept us on track and responded promptly to all requests. Looking forward to working with Josephine again soon!
King has been great to work with. Having him and the team doing the TC work has saved me so much time. He knows our systems and gets the file completed very efficiently while also doing a great job with all customer facing interactions. We will continue to use their services going forward.
Be Happy TC is the best! I have been working closely with Shanda and her team for past 6 years and they have provided the best service possible to my clients and me. In Real Estate, there are many players, when I get request from Be Happy TC for a Home Warranty, I know everyone is kept in the loop. Their Team is a real joy to work with!!
I am very pleased with the service from Be Happy TC. They are the absolute best transaction coordinator company in my experience! I have been very happy with their help over the past couple of years working with them. I have had King Natividad assist on my files and he is very capable, hardworking and detail oriented. This company enables me to be more productive and available in helping buyers and sellers with their real estate needs. Thank you Be Happy TC!!!
Awesome to deal with! Pleasant and knowledgeable and very experienced! Would highly recommend to all family and friends.
It was a pleasure working with Brittany and Wendy. The process was smooth and they were on top of everything! Thanks Again!
Brooke is very attentive, friendly, and organized throughout the closing process. Highly recommend!
Be Happy TC is Top- Notch! Their communication, attention to detail, follow-up and ability to nail deadlines is like no other. Thanks to my TC, Jan Flores and the rest of the Team, I am not stressing over the paperwork and can be at ease knowing that every T is crossed and I is dotted. They're super flexible in adapting to your work style with your clients as well. I highly recommend Be Happy TC. Very grateful for all of your hard work Jan & Be Happy TC Team!
Be Happy TC is a company with knowledgeable, quick-responding Transaction Coordinators. They are very reliable and always have someone to help with a happy and positive attitude, definitely living up to their name! I look forward to another chance to work with them soon!
Every experience I have had with Be Happy TC has been great! They are without a doubt very much top of their game! I always felt I could reach a team member, and each time, I got a friendly helpful response to the real estate paperwork at hand. I would recommend Be Happy TC to anyone and everyone!
Josephine is the best TC, handles everything professionally and is accurate and responsive. I highly recommend her in any transaction.
Be Happy TC is the BEST! I have worked with the owner of Be Happy TC for over 20 years. Their attention to detail and following timelines has allowed me to not stress over the paperwork and go out and sell more. I love that they are flexible in working with your style whether you are very hands on with your clients or prefer less involvement in the paperwork process. I highly recommend Be Happy TC.
Josephine and her staff are excellent to work with! They help y ou stay on top of all our paperwork and timing to h help you complete your transaction.
I was extremely pleased with the assistance provided by Josephine at Be Happy TC. She was pleasantly proactive and I appreciated not having to chase things down. I was left feeling confident that my file was in good hands, allowing me to focus my time on the needs of my clients. As well as, nurturing my business as a whole. She is now considered a VIP on my team.
Mau is the best Transaction Coordinator I've ever worked with. I have worked with 3 top producing teams in San Diego and she is by far the best TC. She's so knowledgeable, organized, and on top of everything. I highly recommend her and BE Happy TC company for all of your transaction coordinator needs. Thank you Mau for all your help always!
I have had the please of working with BeHappyTC since 2017. I was captivated by their superb organizational skills and amazing customer service and I haven't used anyone since then! They are my Number 1 choice!! I appreciate you all BeHappyTC family!!
Shanda is incredibly knowledgeable in regards to the California Real Estate contract. She and her team are on top of any items that are missing or are incorrectly stated by both parties. I have been using Shanda and her team for the past 7 years and she is an integral part of my real estate team! Lately I have been working with Josephine and she is on top of all of the paperwork, keeping everything moving along between all parties. I highly recommend Be Happy TC!
Shanda and King at Be Happy TC is professional, responsive and with her assistance every transaction runs smoothly! Thank you Shanda for making sure everything is on time and complete. I highly recommend Shanda and her team as the best TC!
Very happy with Be Happy TC. Extremely professional and handled the transaction with the utmost care! Definitely will use them again! Josephine and Shanda were great!
We work with tons of different TCs on many escrows every month and Shanda and her team are next level. It is a tough job and they are superior at it. If you are looking for a highly professional TC that you can rely on, you should absolutely call Be Happy TC. They work with agents and for sale by owners and they never disappoint.
Agent and TC were very professional, they were great to work with.
King Natividad is a terrific TC! I highly recommend King! He takes care of making sure the file has everything we need to close and frees up a lot of my time. Thanks King!!
I have using Be Happy TC for 25 years. They are on top of every transaction in real estate. There are so many new forms that it is hard to keep up with them??? but the coordinator will know all the new forms. They are a valuable resource for every agent doing business in this market!??
Great working with Be Happy TC on our latest transaction. They helped to facilitate a smooth and effortless closing for the buyer. I would definitely recommend them to any agent wishing to use a transaction coordinator service for their next sale.
Best TCs ever!!! Working in Real Estate Industry, there's a lot of paperwork and it's hard to keep track of what is updated and required. Knowing you have someone who is educated and provide required documents makes my job so much easier as a Realtor to focus on my job and better service my clients. Highly recommend Be Happy TC Shanda and King
Be Happy TC is my go to for all my Real Estate transactions! Shanda & Mau have been part of my team for many years and I couldn't do my volume of business without the fantastic job that they do for me! Thanks for all you do behind the scenes! Janet Hoover~Coastal Premier Properties
Shanda was a superstar dealing with my condo purchase from one trust to another. She worked well with the seller representative, the escrow company and me. No hiccups and all of the paperwork was done professionally and timely!.
Josephine did an outstanding job communcating with the parties involved keeping the document flow moving forward on time and sometimes early. Professional and detailed oriented. I'm looking forward to working with Josephine on more successful transactions in the future.
I highly recommend Be Happy TC, as an Escrow officer, transaction coordinators are an integral part of the Escrow process and Be Happy TC are always professional, organized and provide all documents needed quickly. They also offer their services to sellers in a FSBO transaction making their experience streamlined and less stressful.
I came across Be Happy TC On 4275 Alta Mira (for Buyer Side). I was representing the sellers. I was so impressed with their efficiency I decided to start using them. They are amazing, timely, professional and courteous. Great company!
Mau Sangalang with Be Happy TC is the best transaction coordinator I have ever worked with! After 20 years, I have had the opportunity to work with many people in real estate. Mau is timely, professional, with attention to detail. She goes above and beyond to treat her clients clients with respect and care. I recommend her highly if you want to get your transaction on point!
I have had the pleasure of working with both Josephine and Shanda at Be Happy TC. They are amazing when it comes to real estate transactions. Everything is very organized and on-time. I always get same day responses from them. I highly recommend Be Happy TC for all your real estate transactions.
I am an escrow officer and have been working with Jan to close a transaction lately. My first working with Jan and I must say his knowledge and attention to details was timely and professionally done. We had a smooth escrow experience, thank you Jan for making my job amazingly easy and closing the transaction on time.
Be Happy TC was recommended to me by a good friend of mine after I had to part ways with my previous TC. Their service exceeded my expectations and although we had a very difficult transaction with Zillow, Jan Flores had the situation under control at all times. I would highly suggest you give their company a chance as it will make you reconsider your TC experience.
Most of the duration of my transaction I was in direct contact with Josephine Culannay. However, if and when I needed any assistance everyone in Be Happy TC could access my file and help me. I am more than HAPPY with Be Happy TC. Thank you all.
Jan was an absolute delight to work with. He knew it was my very first transaction and was so kind in gently guiding me to keep me on track with paperwork. Anytime I needed an addendum or additional signature, he was ON it . I trust him and will definitely request to work with him again !
I have worked with Be Happy TC on many transactions over the years and they have always been great to work with, quick to respond, knowledgeable, and a great asset to the Realtor's team to help everyone stay organized and get it closed on time.
Jan at Be Happy is the professional, experienced, and patient TC needed for a busy or even a new realtor. I have full confidence that I can stay on track throughout an escrow with the valuable assistance from Jan and the team at BeHappyTC!
Josephine is the most amazing TC I've had the pleasure to work with. She goes above and beyond the scope of her responsibilities time and time again, and her communication is always top notch.
Be Happy TC always does a awesome job. They are very responsive, organized, and make sure closings stay on schedule. I highly recommend their transaction coordination services.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.