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C2 Financial | Mitch Palmer | Mortgage Advisor | NMLS - 300298

C2 Financial | Mitch Palmer | Mortgage Advisor | NMLS - 300298

Reviews Summary

The reviews consistently praise the mortgage advisor for exceptional expertise, patience, and professionalism. Clients highlight his ability to simplify complex processes, provide clear guidance, and go above expectations—especially for first-time buyers. Many appreciate his responsiveness, personalized support, and willingness to assist beyond standard duties. Multiple reviewers mention they’d return for future transactions and recommend him highly. The team is also noted for efficiency and strong communication. Overall, he’s trusted for both mortgages and broader financial advice.

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

16486 Bernardo Center Dr Ste 228

San Diego, California 92128

Visit Website Call Now Get Directions

Hours

Sunday Open 24 hours
Monday Open 24 hours
Tuesday Open 24 hours
Wednesday Open 24 hours
Thursday Open 24 hours
Friday Open 24 hours
Saturday Open 24 hours

Customer Reviews

I was recommended Mitch for Mortgage Advising from a friend when buying my first home. I was struggling with understanding the process of home buying and dealing with multiple mortgage officers who gave me incomplete and confusing information in my search for a mortgage. I contacted Mitch late in the process after speaking with multiple lenders, and he was a refreshing perspective where I did not feel as if I was being pushed into an important decision through fear tactics to get my business. He clearly bro

Mitch was referred to us by our realtor Kendra Bates and that was the best decision we could have made! Mitch was so knowledgeable and helped my husband and I so much during the loan process and even before then. We had no idea what we were doing and he was always there to answer any questions we had and make us feel at ease. Having Mitch as a lender was great, but knowing that he is going to be there for us with any financial advise in the future is even better. I am so happy we chose Mitch and we will cho

I must first say that if I could add bonus "stars" I would double my rating. Mitch and his team went above and beyond what should reasonably be expected from a mortgage broker. My purchase would not have happened had it not been for their consummate expertise and professionalism. My loan went through simply enough, Mitch made sure of that. However, when my real estate agent failed at every turn to perform their duties, Mitch stepped up and ensured the required work was performed, documents were received b

i recently refinanced my home with Mitch and his Benchmark team. Since I had not refinanced since 2013 I was apprehensive about the whole deal. Mitch was referred to me by my financial advisor and from the very first conversation with Mitch I KNEW that I was in good hands! Mitch outlined options to get needed money from my home. After telling Mitch about my situation we agreed that a refinance with cash out was best. Mitch and his teammate Grant Wilson "babysat" me through the entire process. Mitch s

Mitch is an amazing person to work with. He has wonderful insight. He knows the market. He is an expert in his field and he is there to help. He helped me secure my first home and I will continue to work with him for all of my future deals!

I met Mitch at our local caravan. He's been extremely helpful with any questions I've had, and has provided my buyers with information they've requested. Will definitely continue business with him.

Mitch and his team were amazing to work with. Fast and the communication was great!

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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