*Note: CPAs may specialize in different areas. Be sure to check credentials and service offerings.*
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.*
1 Harbor Center Ste. 350
Suisun City, California 94585
We had the opportunity to work with Chrissy for many years and her level of professionalism and etiquette were excellent. Chrissy has to be one of the most knowledgeable, kind, and strategically minded mortgage consultants in the industry. As a first time homebuyer, the buying process is a stressful experience. Chrissy was able to crunch numbers when we needed them to understand our true budget. She was with us day in and day out from the moment we considered a house, to the offer, and through close. She ev
We purchased our new home just last month, and I must say that Chrissy and Kym exceeded our expectations at every turn! They were incredibly professional, always quick to respond, and their attention to detail throughout the entire process was truly remarkable. I have no hesitation in highly recommending them to anyone on the hunt for a new home, as their expertise and dedication made the entire experience seamless and delightful.
I?m so grateful to Chrissy and her amazing assistant, Kymberly, for helping me secure my mortgage during my recent home purchase. From start to finish, they were on top of every detail, kept me updated at every step, and made what can often be a stressful process feel easy and seamless. Chrissy and Kymberly were both incredibly responsive, organized, and supportive, and I truly felt like I was in great hands the entire time. I can?t thank them enough for their professionalism and dedication. I would absolut
As a local Realtor, Chrissy is my go-to lender. She was always on top of our file and made sure we had an incredibly fast close of escrow. She was available whenever we needed her, answering every question and explaining the process clearly. Chrissy makes all my clients feel comfortable and confident with her clear advice and dedication. She?s someone I trust and rely on for everyone I work with and a long-term support for all of my clients.
I had an exceptional experience with Chrissy Sittinger. Chrissy was really patient with me and explained every detail along the way. She made sure I understood everything during the process. Thank you for everything Chrissy.
Chrissy and her team at Movement Mortgage has assisted multiple members in my family in getting financing for their home purchases. I would recommend Chrissy and the team at MM to anyone who seeks a seamless process and who wants to work with professionals who can explain and help educate clients in their best interest. There?s almost always a bump or two in the road when getting home financing but Chrissy and her team have great advice and fantastic resources to help you move along to closing on the sale
I have to say a huge thank you to Chrissy and her team at Movement, she guided us through the entire process of being first time homebuyers, she was available any time no matter how small the question. I felt like she really was looking out for what was best for us when it came to the loan process. She is extremely knowledgeable and very kind. I can?t wait to work with her again!
We experienced exceptional service from Chrissy Sittinger at Movement Mortgage! From start to finish, Chrissy guided us through the mortgage process with professionalism and expertise. Her attention to detail and responsiveness made the entire experience smooth and stress-free. We highly recommend Chrissy and Movement Mortgage to anyone seeking a top-notch mortgage consultant.
Chrissy was the best from start to finish and even came to my closing. She has kept in Touch with me even after the loan closed and I now consider her a friend. I will definitely do my refi with her. I highly recommend her to everyone I know.
Chrissy was extremely helpful and knowledgeable. She?s was able to answer any questions we had or get an answer very quickly. Her and her team made the process very smooth. Highly recommend Chrissy and Movement mortgage. They made the process simple and got us into a beautiful home!
Chrissy is an amazing loan officer. She's efficient, pleasant to work with, stays calm under pressure, and most importantly gets the job done! Her honest nature and ability to think outside the box is why I trust her to to take great care of my clients.
Chrissy was such a wonderful partner for my home purchase - i would love to give her even more stars. She is one of a kind. Patient and thoughtful in every way which is indispensable for someone like me who doesn't understand the numbers. She also navigated the first time homebuyer loan with ease and professionalism. She is very detail oriented and easy to work with...more than 5 stars for Chrissy.
You are one Superwoman. I SALUTE you for that. From the first day we connected from the very last day, you are there for us. You're so approachable and always there if we need things to clarify. You are fast as lightning when it comes to following up. Keep it up. Again, Thank You for the help and all the support that we finally got our first ever HOME. Ellaine & Doug Ward
Chrissy provides excellent care to her clients. She is always responsive, professional and detail oriented. Thank you for helping so many home owners navigate the loan process!
Chrissy is fantastic. She always goes above and beyond to help each client that she has. Her communication is excellent and you always know where in the process she is with her clients. She always exceeds expectations, I highly recommend her.
Mine was a fast close and Chrissy was on it at every turn! She anticipated my needs, answered all of my questions, and helped me get into my home quickly and easily. It was a pleasure to work with her!
Chrissy helped me and my hubby with our first ever home purchase! She?s always there to answer all of our inquiries and is always there to help. They work super fast and works efficiently. Our closing was quick. The entire home buying process was a breeze. 5/5 for me!
Chrissy closed a 15 day VA purchase on my listing on time! I didn't have to call her for anything, she is very proactive and highly effective! Awesome job! Eric B Brown Brothers Realty LLC CEO.
we have worked with many agents over the years, one thing everyone lacked was going in depth of what we were signing. Chrissy was always by our side to explain anything we didn't understand. Her communication is the key to why we were successful to closing 4 properties within 6 month of time frame. she is definitely our to go person.
Chrissy is a joy to work with! Very calm, pleasant, and responsive! Looking forward to working with Chrissy again in the near future truly my #1 go to Lender!
Chrissy was great! Supported us every step in the morgage process and so quick to respond and answer questions. Highly recommend for first time buyers!!
I have been in Real Estate for 30 plus years. I have not not found a more knowledgeable, caring lender who bottom line get the deal done. I am alway amazed by how much time she spends with each client and when challenges appear she finds solutions. She is available 7 days a week. Her knowledges is second to none regarding first time homebuyer programs. I highly recommend her for loans in Marin, Sonoma, Solano and Sacramento
Chrissy was awesome! She is incredibly patient and knowledgeable. I felt very comfortable at every step.
Chrissy is absolutely the best! Very knowledgeable and a pleasure to work with. If you are looking for someone who has your best interests in mind look no further than Chrissy.
Outstanding service both with clients and all agents. Hands on and even attends signings. Very knowledgeable and guides the buyers step by step through the loan process. Which makes the buyers feel confident and escrow go smoothly.
Chrissy is excellent, her knowledge, availability and how she treats her clients provides an excellent lien experience! I highly recommend Chrissy!
This was my first time buying a home which was super intimidating and overwhelming at first. Chrissy and Kym were there every step of the way. They both went above and beyond to make sure I was comfortable and well informed throughout the whole process. I would recommend them to anyone looking for an easy home buying experience.
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.