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C & C Financial Corp.

C & C Financial Corp.

Reviews Summary

Customers overwhelmingly praise the team's professionalism, expertise, and dedication in making homebuying smooth, especially for first-time buyers. Many highlight fast responses, clear communication, and personalized guidance throughout the process. The team is consistently described as hardworking, honest, and going above expectations to help clients achieve their goals. Reviews emphasize trust, transparency, and stress-free experiences, with strong recommendations for their services. Closing timelines are notably quick, often under 30 days. The overall sentiment reflects deep gratitude for turning homeownership dreams into reality.

About This Listing

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.*

Contact Information

Address

1475 S State College Blvd Unit 204

Anaheim, California 92806

Visit Website Call Now Get Directions

Customer Reviews

Our Lender Cesar Mendoza was phenomenal, he explained everything from start to finish and he still picks up my calls and replies to my messages and answers my questions fully. I am grateful to him for the help he provided me and my family to make the process easier and smooth. I will recommend my friends and family members to Cesar because I know he will provide the same quality work for them! Thank you Cesar!

I 100% recommend C & C Financial Corp. I have gone to other places and lets just say they weren't really trying. When I first came to this place, I met with both Tania Reyes and Alejandra Mendoza who explained everything in depth. I am a visual person and need details so the fact that they explained in detail without having to ask was great! I am so grateful for their hard work, dedication, and communication. Tania Reyes was always ready to listen, help and answer any questions I had. She not once hesitated

C?sar is Truly the BEST. He is vastly experienced in the Real Estate/Mortgage industry. He went above and beyond to help me close. My transaction was not an easy one but he made it happen and I am now a proud homeowner. I highly Recommend you choose Cesar in your next transaction, he is really there to help people achieve life goals! Thank you Cesar I am eternally grateful ????

I had a great experience working with Cesar and he was very professional and very effective in communicating the whole process in getting my loan approved. With his hard work, I was able to close Escrow in 21 days and got my loan funded ontime and I was very happy in getting my new home!! Thank you Cesar!!

I cannot thank Cesar Mendoza from CNC Financial enough for the exceptional service he provided throughout the process of purchasing our new home. With his unparalleled expertise and sound advice, Cesar turned what could have been a stressful journey into an exciting and seamless experience for our family. Cesar and his team worked closely with Christy, our incredible realtor, ensuring every detail was handled with care and professionalism. Their collaboration was flawless, making it clear that they were tr

Having Cesar and Abelino helping get our first home was honor. They were very helpful. Their team were very fast at responding every questions we had. I truly recommend them if you're looking for people that are hardworking and honest. The process was very fast and smooth. Without their help, we wouldn't been able to get our home. Thanks to Cesar and Abelino for making this possible.

Having Isabel Chargois at C&C Financial as my loan officer was a pleasure. She explained the process clearly and was very straight forward. This was important to me since I was a first time home buyer. Isabel made it easy on my end and always looked out for my best interests while working to secure my loan. I am very pleased with her work performance, positive attitude, and fast response time. She made the overall experience fun. I would definitely recommend Isabel at C&C Financial to anyone looking for a s

Cesar mendoza helped me purchase my first home. We closed escrow and we love our new home. I recommend everyone to give him a call. He works with everyone?s unique situation. His whole team is very knowledgeable!! I was surprised how easy they made everything for me. They worked hard in the background and it was a very easy process for me and my family. Thank you cesar

Having Cesar, and Mayra, and thier whole team, help us purchase our first home was the best descion we could have made. They explain to us clearly and in a way we could understand. Being first time buyer all the realestate jargon is very confusing, but they made everything so clear. We are so satisfied and grateful for the service they provided for us. We will definitely reuse thier service if we were to refinance or buy a 2nd home.

Having Ceasar and the C&C Financial team assist us with our first home purchase was one of the best decisions we made. From start to finish Ceasar and Helena were always there guiding us through the process and making sure everything was transparent. They went far and beyond our expectations. Along the process Ceasar told us something that made us understand he was the right person to put our trust in, and that was ?let yourself be helped so that I can help you?. I would like to say the same to other peop

C&C finance are by far the best in the game ! Their passion to help people like me reach my life goal is life changing . They have worked overtime for me , did the extra mile for me , and when you call them they answer you with this happiness and helpful attitude . Not once did they make me feel like I'm bothering . Their passion for their career is incredibly and like no other . If you are looking to buy a home do not hesitate and contact them . They do NOT look at you like a money sign they are there to h

Cesar was very helpful in helping me when I was trying to get my mortgage and since the beginning of the process he was there to help me and the process was way easier than past brokers. I'm very thankful for his help and def recommend his services.

Without Esther?s help I would not have been able to purchase my new home. Esther?s knowledge and experience goes beyond a normal lender. Without a doubt I would recommend Esther for your mortgage loan needs.

As a first time home buyer the stress of purchasing a home was extremely overwhelming. Thanks to Cesar, Jessica, and their team the process went by quick and they took care of everything. I entrusted this team and throughout the whole thing was kept up to date and they proved that I put my trust in the right place. I couldn't believe that starting the process in the mid of December, a deal would be closed at the end of January. My family and I thank C & C Financial for everything they did.

I am a first time homebuyer, and Ceaser and his team made their self available for all of questions and concerns. They worked with us and our budget. I would recommend them to all my family, friends and I will be going through them when it comes time to refinance also. Thank you again C & C !!

Cesar and his team provided a satisfying experience. We'd recommend C&C to anyone. They are honest people and work overall in a very professional manner

Escrow done in 30 days. Fast and easy process. Esther walked us through every step of the way.

Wonderful company very professional when helping my husband and I buy our first home! Highly recommend !!

I was thrilled they have the most professional crew, always there to give the best, and very precise I got to say you would besatisfied with them am very thankful thanks to them I have what I always wanted

Thanks for everything!

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.

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