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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.
*Note: Every CPA operates a bit differently. Don’t hesitate to ask questions before committing.*
*Tip: Organize your documents in advance to save time and ensure accuracy.*
*Note: Preparation helps you make the most of your CPA’s expertise.*
*Note: Every CPA is different — take time to find one who fits your goals and style.*
2542 S Bascom Ave STE 185
Campbell, California 95008
As first-time homebuyers, my husband and I were navigating unfamiliar territory, but Chris Johnson made the entire process feel manageable and clear from the very beginning. He was incredibly prompt in his responses and always took the time to explain every detail, no matter how small our questions were. Chris?s commitment to his clients was evident from day one. His honesty, professionalism, and genuine care gave us complete confidence that we were in capable hands throughout. Although we ultimately had t
My boyfriend and I were first time homebuyers and Chris was recommended to us through family. Chris was amazing throughout the entire process! He made sure to answer every question we had without judgement because we knew absolutely nothing about the process. He made everything so simple and easy and just made our first experience so wonderful! If you ever need anyone when purchasing or selling your home, go to Chris and he will definitely take care of you! Thank you so much for all your help Chris!
I called Mr Johnson's office for a general question about the industry. We ended up talking for about 15 minutes and he was very insightful, has at least good comprehension skills and was overall polite and easy to understand. This is the best rating I can give him without actually doing any business with him.
As first-time homebuyers, my partner and I knew basically nothing about the whole process. Chris went above and beyond as our agent, always happy to answer any questions we had. We were particularly impressed with how friendly and transparent Chris was throughout the whole process. We'd definitely recommend him to anyone in need of a buyer's agent.
Best experience ever. Recently bought a condo in San Jose. Chris was amazing to work with. Always kept us updated on all phases of the buying process. Highly recommend him for your real estate needs.
Chris is amazing! He came highly recommended by close friends I respect and trust. He took me through the entire loan process with such initiative and care, I knew I never had to worry about a thing. He covered every detail so professionally, communicating clearly with me every step along the way. I had complete confidence in his work and he always had my back! With Chris, you can rest assured that he will protect you and give you his very best. If I ever buy another house or refinance again, he will defini
Working with Chris recently has been a pleasure. Not only did he keep his commitments, but he went beyond them. My clients were very happy with a great rate and the continuous updates they received as was I. The loan process can be very stressful and that's not the case when you work with Chris. When I recommend him to my clients, I know they'll be well-served and their transaction will be successful. I can't recommend him enough. Maria Weingarten, Fireside Realty
Working together with Chris made buying our dream home an easy and smooth experience. His experience and knowledge made everything a lot easier. He always had our backs and made sure we were taken care off, not to mention he got us the best rate possible! Thank you Chris!
Chris has handled the real estate interests for my family for the better part of 25 plus years. He provided refinancing services for me and selling property for my parents. Least to say, he has our absolute trust concerning our most valuable assets. I recently sold a property in south San Jose which netted financial security for years to come. Lacking confidence treading the real estate waters, I basically handed Chris the keys and authority to manage the sale. I couldn't be more satisfied with the results.
Chris with Affinity Mortgage has been an amazing resource. He is professional, a hard worker, and a great communicator during our process. He has helped us tremendously and made our process as pain free as possible. I highly recommend using him for any of your mortgage needs.
I had the pleasure of working with Chris, who helped us with financing our new home, and I couldn't be happier with the experience. Chris is incredibly knowledgeable, efficient, and supportive. He worked within my timeframe, secured an amazing rate, and made great use of tools like text, Dropbox, and DocuSign, which kept everything smooth and stress-free. Chris, along with his wife Cheri, are truly a power couple. After Cheri helped us sell our house in San Jose last December and find our new home, Chris st
Chris Johnson is excellent! In my personal experience, going through the lending process can be overwhelming and confusing. Chris is a claming voice as he expertly walks you through the process. Along the way he is the strong advocate you need. Chris truly cares about his clients. I have used Chris as my lender multiple times now and I wil do it again!
We've done six deals now with Chris Johnson over the last 12 years including 4 new home purchases and 2 re-fi?s. Chris has always been honest, prompt and reliable in each of these deals. He is always available to talk through problems as they arise and has become a trusted asset in all of our real estate dealings. I would (and have) recommended his services to friends and family. Our family is grateful for his knowledge, experience and attention through all of our dealings! Thanks Chris!
If you need someone to help you with all your Real Estate needs, Chris is excellent! He is professional, knowledgeable and provides you with personal service. We have worked with Chris for many years, he is attentive, trustworthy, super helpful and always looks after you best interest. I highly recommend him!
I have known Chris for many years. He is a trusted and reliable mortgage broker. Chris can run clients through different options for their specific needs and goals. He has a great sense of humor and is enjoyable to work with! I highly recommend his services!
We had several complications in our mortgage situation, but Chris thought out of the box to made it happen. He made everything simple and easy! He was always available for our calls. I would highly recommend working with Chris Johnson!
Chris Johnson was very helpful in taking care of the loan process. He made it a stress free and easy. He communicated with me on every detail. I highly recommend Chris for your mortgage loan process.
I absolutely love working with Chris! When my husband and I began working with him we didn't understand how the refinancing process worked. He walked us through everything and made us feel very comfortable. We will always choose Chris.
Always great dealing with professionals who take pride in their work. Chris and the people he works with make the process easy to understand, while being smooth and easy. I have recommended Chris to friends and Family and believe he is one of the best in the business.
Chris Johnson did a great job helping get us our first loan as well as a refinance down the road. Chris?s excellent communication and tireless work ethic played a huge role in getting us the best rate and loan that was the best for our family. I will not hesitate to recommend Chris to our friends and family for their loan and refinance needs. If you don't know where to start, or if you've had not so good experiences in the past, give Chris a call. He will not only take care of you, he will make you feel lik
I've owned homes and rental properties for nearly 35yrs. In that time I have had to work with many Mortgage Brokers. I have stuck with Chris Johnson over the past decade because he's the best in the business! He isn't just professional, there are many folks that are in this business, he's an expert in addressing the myriad of little things that invariably come up during the closing process. When dealing with JUMBO Mortgages, I have found that Chris delivers the one thing other folks just don't have the expe
We confidently recommend Chris Johnson. He is honest, thorough and made the refinancing process very simple. Chris is clear in his communication, setting expectations and turn around time throughout the process. It was a great pleasure working with Chris.
Chris Johnson with Affinity Mortgage is Excellent & Outstanding!!! He is the best Mortgage Broker I know in caring and results both for my family and real estate clients. Call him, you'll be fortunate to have him help you!
Chris is an amazing mortgage broker! He really worked hard for us, searching out the best options for our situation. I highly recommend him! He's amazing!! Stay Healthy, Dr. Tina
I can't say enough good things about Chris Johnson. He has helped me achieve something I couldn't imagine. I'm a homeowner thanks to him! I had a very difficult refinance and Chris never shyed away from the challenge where most might have given up. A unique situation, a unique property, and some bumps along the way, but at the end of the day, Chris got the job done. He really cares and it's evident by the conversations we had and shows with results. He was always super responsive and knowledgab
Chris was amazing with helping my parents refinance their home. He went the extra mile to help them collect the needed paperwork and make sure that they completely understood the process. Would highly recommend Chris for any lending needs!
Chris Johnson is an all star. I've used his expertise on multiple loans. Not all my loan situations were easy but Chris was always there to guide me through and get the best deal possible.
Chris was nothing short of amaaaazing! He made our first time home buying experience SO smooth and positive even though we had some complexities to deal with (both self-employed, etc.). He truly listened to what we were looking for, ensured that we didn't exceed our budget mortgage-wise, and pulled off what I consider to be a miracle. We're now moving to a great home in a wonderful neighborhood. Chris also followed up after the sale, which we appreciated greatly. We couldn't be happier to highly recommend C
Chris has helped me refinance my home three times now and never disappoints. This time, he had to be persistent, as my work situation changed and my mixed income (W2 + 1099) put me at a disadvantage with banks. That didn't stop him! He secured for me a very (VERY) low rate, dropping my mortgage by about $600/month. Throughout the entire process Chris was proactive and responsive, continually and proactively updating me on the process and status of the refinance. I will always rely on Chris for home purchas
I'm in the mortgage and real estate space so i work with many different lenders and Realtors. I was pleasantly surprised at how knowledgeable, responsive and patient Chris was throughout the process! He was able to give me 3 different scenarios to chose from when doing a refinance. He kept me updated when the lender was giving back an even better rebate than when we first started and was able to lock in a rate that i never could have imagined. He is a true gentleman and his customer service is beyond repr
Chris has been a very proactive and extremely cooperative mortgage professional. In this field of numerous loan officers, chris maintains personal warmth and discharges his duties with utmost professionalism. In my case i went for refinancing of my home with him and from day1 he was very responsive and in between i had to travel out of country but he stayed connected and ensured closing is on time. I really wish if i met chris for my first time financing as well. I would highly recommend chris for a hass
Chris Johnson is the best. He genuinely cares about people and getting them the best deal with the minimum amount of work and hassle. If you need a mortgage, go to Chris. You won't regret it!
Chris was referred to me by a co worker. We have worked with him on multiple refinancing opportunities. His integrity and professionalism makes the process smooth. I have referred him to others who use him as well and have had the same experiences.
Chris is very easy to work with always available when you need him by phone he's your guy for refinance!
I was stuck in a real bad Loan, It seemed there was no getting out of it. Chris Johnson was able to get me into a 30 year fixed loan . Saving means my home .. He's very professional, and dedicated. He knows this business and his job. Thank you Chris Johnson.
I am a repeat client that appreciates the first-class service and attention to detail that Chris provides.
Chris was our mortgage broker when we decided to do our refinance. He was extremely patient, understanding and helpful all along the way. He was quick and patient when answering our many questions and got the entire process wrapped up in under 30 days! THANK YOU CHRIS! We will definitely be thinking of you for our next loan or refinance!
I recently refinanced a property using the services of Affinity Mortgage and Chris Johnson. Chris Johnson has done numerous refinancing and new purchase financing for me. His contacts, guidance, experience and integrity make the financing process an easier experience. I highly recommend Chris Johnson should you ever need a mortgage broker. John Marshall
Working with Chris was great! He was so fast and trustworthy. Great with communication and always made sure we were involved with the process.
Have had several loans through Chris Johnson @ Affinity Mortgage. He is professional and handled all of my needs. Have recommended his services to others and the same results.
Had a great first home buying experience with Chris! He helped talk us through everything we needed and was always on top of whatever we needed whenever we needed!
This is the second time I've had Chris help me save a bundle by taking advantage of lower interest rates and refinancing my principal residence. He is an absolute pleasure to work with and I couldn't be happier with how quickly he was able to make it all happen. His is extremely communicative, helping me understand every bit of the process. He is quite simply the BEST!
Mr. Chris Johnson at Affinity Home Mortgage Co.. was very helpful with my home mortgage refinance. The process was prompt once we got started and he always updated me along the way reassuring me of all my information was safe. THANK YOU VERY MUCH!! for helping me get into a much.. much.. better home mortgage. Thank you, Kind regards Henry Paniagua
Chris & Cheri are as top notch as they get. They are consummate professionals, and get the job done. I would highly recommend working with them, and look forward. Well done! :)
This is the 3rd time I've worked with Chris on a mortage. He's very professional and quick to answer any questions on the process. He also helped get us a great rate and worked to close our escrow quickly! If it"s refinancing a loan or a new mortgage, I highly recommend this business.
Chris helped broker the best interest rate for my home in San Francisco, and did an amazing job helping to close the deal. I highly recommend using Chris.
I can't say enough about Chris ! He assisted every step of the way . It was a smooth and quick process and never once was I worried with Chris helping . He talked us through every step and was very responsive and knowledgeable !
Mr. Johnson is a profesional agent with experience and really helpful, he always looked up for me to get the best offer possible when selling our property. Thank you, Mr. Johnson,
Chris has been wonderful to work with. I highly recommend him. He is thorough and a true professional.
Always a great thing when I just sit and it gets done.. never have I had such an easy time with things. Chris is detailed and always keeps you informed..
Chris is very knowledgeable regarding mortgages. He found the right mortgage for me and walked me through the process
Chris was beneficial in getting many of my loan applications approved. I highly recommend Chris.
Most reliable lender I've had so far. He helped me through 3 properties, and I keep going back for more.
Chris helped my wife and I purchase our first home many years ago. Great service and great support
Chris is super personable pays attention to details and is very speedyl.
We had several deals with Mr.Johnson he has been very professional And Curtis ..
Knowledgeable, efficient, goes above and beyond, and a really nice guy!
Excellent communication and service
Have worked with him for decades!
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.