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Cyrus Ghazvini | Omni-Fund, Inc.

Cyrus Ghazvini | Omni-Fund, Inc.

Reviews Summary

Cyrus consistently receives praise for his expertise, responsiveness, and ability to secure competitive rates across various real estate financing needs. Clients highlight his transparency, personalized service, and efficiency in navigating complex transactions, from refinancing to investment properties. His extensive lender network and problem-solving skills stand out, often delivering solutions others couldn't. Long-term clients and referrals emphasize his reliability, trustworthiness, and dedication throughout the process, making him a top choice for both first-time buyers and experienced investors.

About This Listing

Real Estate

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.*

Features

Real Estate

Contact Information

Address

3080 Olcott St b120

Santa Clara, California 95054

Visit Website Call Now Get Directions

Hours

Sunday Closed
Monday 8AM-5PM
Tuesday 8AM-5PM
Wednesday 8AM-5PM
Thursday 8AM-5PM
Friday 8AM-5PM
Saturday Closed

Customer Reviews

Cyrus is Amazing !! We have worked with Cyrus 3 times. Our loans were all complicated , but Cyrus got them all funded with ease ! He is very knowledgeable and the best at what he does. I highly recommend Cyrus ! He will get your loan funded even as hard as the situation may be ! Dave

Cyrus was vital in assisting us with our recent real estate financing. He was very empathetic towards our financial situation, and offered solid guidance & problem-solving solutions towards the best path forward. He helped us obtain a significant loan for our transition from selling our house to find a new property, which we likely would not have been approved for if it wasn't for his expertise & network. Overall, he is very knowledgable in the mortgage industry and is someone I can trust. Thank you for al

Cyrus was great to work with through the refinancing of our multiple mortgages. He was very transparent and got us the best rates available on the date of locking. Cyrus was extremely responsive on all emails/calls/texts and gave us his personal touch, he was my single point of contact through the whole process which I very much appreciated. No passing on to other underwriters, processers etc. It was great to work with him on the approvals and have everything consolidated into one transaction. I would def

Earlier this year I needed to execute an incredibly difficult refinance half of the brokers/officers I spoke to either 1) could not comprehend or 2) told me was not possible to do without a completely unconventional loan with a ridiculous rate. From the very first conversation I had with Cyrus, it was clear that he was extremely experienced, knowledgeable and well-connected to the world of real estate financing. While he did not make any specific promises out of the gate on any final outcomes (which I appr

We just closed on a rental property with Cyrus and couldn't be happier. Buying a home is not easy, at least for me, and Cyrus was able to walk us through the best options and really took the time to make sure everything was aligned throughout the entire process. I felt we were very well taken care of and were able to get the best interest rate. I shopped around to confirm and Cyrus was able to beat them all. There's no question we'll be back again with our next purchase.

Was looking for a loan for investment property, Cyrus had the best rates. He is also available always! Very diligent and efficient at what he does. He communicated clearly and the whole thing went very smooth from the beginning. Turn around times were always fast and there wasn't a single issue in the process. Buying homes can be pretty stressful and working with him gave me comfort and confidence. Would definitely recommend and go to again for future needs.

Cyrus is very productive and knowledgeable in his field. He knows how to help you with your situation and has many loan products to offer. I got a loan through Cyrus, he put the time to explain and to help me to find the best loan that fitted best my situation. Highly recommended.

If you need to re-fi fast, get the best rate, and have someone work hard for you then Cyrus is your guy! We spoke to 4 different loan consultants and Cyrus got us by far the best rate and his promise to close date beat out everyone as well. He's trustworthy, efficient ad ALWAYS available. We will be using him for any future deals and so should you!

I've know Cyrus for over 15 years and in that time he has handled multiple loans and refis for my wife and I. Each time he has: - Done the research to get us the best loan for our needs - Laid the options with the pro and cons in an easy to understand language. - Coordinated with all the parties involved to complete our loans. - Kept us up to date throughout the process. Moreover, as our kids started looking into buying their first houses, he volunteered his time to answer their questions and provided prea

I've been financing real estate properties for the last 25 years. After using many loan brokers, I found Cyrus to be very knowledgeable and have access to many loan options. I must have used him to finance new purchase and refinance existing loans over ten times. He will find the right product for my needs every time. His loans are very competitive compared with others. I highly recommend his service.

This is our bridge loans through Cyrus. Both times Cyrus has done a 5 star job for us !! He is very knowable and knows how to find the right loan for my needs !He is with you the whole way through until the closing., making the process move smooth & fast !!I

Been doing business with Cyrus for over five years. He has always been engaged with me during the lending process. With his vast array of lenders he works with, I was able to refinance my properties with excellent rates and very reasonable origination fees compared to other mortgage brokers.

My Go To Guy I have been doing business with Cyrus for over 10 yrs now. He has always been able to provide funding solutions even in the most difficult scenarios. I refer all my buyers to him and he did all of my personal loans. I strongly recommend him.

Cyrus has been my go to real estate finance professional for years. Whether you are a first time buyer or an experienced investor, he will help you understand the best loan product for your situation. He has helped me with traditional home purchases, refinance, and fix and flip loans for construction. His breadth of knowledge and contacts within the industry have been able to solve all of my real estate finance needs since we first started working. He is extremely diligent and will get your purchase or r

It was a real pleasure working with Cyrus. It helped to have all my ducks in line, but I like moving forward quickly, very much like Cyrus and the team at Omni funds. They were attentive and diligent through the loan process with me, and I appreciate the time he spent coaching me to the close. Making it happen!

Gyrus was very attentive and helpfull throughout the process. Helped our loan close in record time!

In times when no one could pull it off, he managed to come with a solution and helped us finance the purchase. I highly recommend Cyrus!

Cyrus gets it done. Worked with on several transactions. Always an efficient process. Recommend!

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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