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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.*
3261 N Harbor Blvd # B
Fullerton, California 92835
This wasn't my first mortgage, but after this experience, I'd absolutely work with Diane again. What really stood out was her communication and honesty. She kept us informed every step of the way, providing valuable analysis and insight about mortgage trends. You can tell Diane is an experienced mortgage broker to know in Whittier by the way she broke down the market conditions for us. All in all, this was a very smooth home-buying experience - she got our conventional loan approved right away, and we were
Our Realtor promised us that his recommended mortgage broker, Diane, could close in 21 days, but surprise - she got us closed in just 14! He has had a long working relationship with her and was very confident in referring her. Even though I'm an experienced homebuyer, my partner Constance was buying for the first time, and we were both thoroughly impressed with how Diane made the entire loan process smooth and efficient. What really stood out was Diane's responsiveness. Any text or call was answered withi
Collaborating with Diane was an absolute pleasure! As a real estate agent, I was impressed by how seamlessly she worked with both our team and her long-time clients in Whittier during this transaction. She knew exactly when to jump in to help move things along, and her communication was consistently responsive and clear throughout the process. Even with some unique circumstances that extended our timeline, Diane got everything done efficiently once we were back in escrow ? closing in just 21 days. She met e
I've had the privilege of working with Diane and her commitment to excellence is unmatched. As a mortgage broker they consistently deliver reliable, high-quality work with professionalism. I meet with Diane often and can personally attest to their dedication to customer satisfaction and pride in their craft. If you need a mortgage broker you can rely on, look no further. Highly recommend!
Working with Diane as our lender was an exceptional experience from start to finish. She was so easy to talk to and always responded promptly to any questions we had throughout the lending process. Diane made it a point to be transparent and upfront, explaining every itemized detail of the charges and never hiding any information, which gave us a lot of peace of mind. When we were shopping for homeowners insurance, Diane even recommended a contact from her network who ended up providing the lowest quote we
Diane was by far the most efficient mortgage broker we've worked with in California. My husband's schedule is pretty busy, and we needed someone who could process information quickly while still explaining everything step by step for us. Her communication was fantastic. She walked us through the whole mortgage process and communicated exactly what documents we needed while helping us understand the current market conditions. Not only was she always available for questions, but she could explain mortgage con
Diane at C2 Financial did an amazing job in helping us out with finding the perfect rate and pricing for our new home purchase! She was incredible along the entire process and excellent at explaining everything along the way! We are grateful to her and her team for their help!
As a first-time homebuyer and the only one in my family to now own a home, I was pretty overwhelmed with the whole process. Diane was fantastic! As my mortgage broker, she basically shepherded me along the way and was extremely patient through all the ups and downs. My email skills aren't that great and I tend to miss things, but she stayed on top of everything with the loan and mortgage paperwork without being pestering. She'd reach out to let me know each step along the way and kept me on schedule when I
It was a pleasure working with Diane for the first time! As a listing agent and a brokerage owner, I was impressed with how smoothly this transaction went. I have worked with numerous mortgage brokers, and not all of them stay on top of what needs to be done. Diane met every deadline and closed exactly on time, requiring minimal back-and-forth. It was a notably easy process ? I never had to chase her for anything. While I was the listing agent and didn't choose her directly, her efficiency and professional
I was amazed at how easily Diane handled my mortgage! As a business owner with a complicated financial profile, she navigated my intertwined business and personal finances effortlessly. Between my S-Corp business, stock investments, and rental properties, other mortgage brokers have struggled or even denied me ? but Diane never made it seem like a concern. Everything during the process to obtain my jumbo loan was streamlined and simple. Unlike other mortgage lenders who just give you a portal and checklist
Diane is incredible!! Her extensive help, support, and professionalism made buying our first home a seamless process. She prepared me for our loan and has supported me throughout the entire process- before, during, and after our purchase. She has always been available for all of my questions and concerns. I will forever be grateful to Diane and will always recommend her to friends and family.
Diane Gazich is a mortgage broker with an amazing ability to secure home loans quickly - we closed three days ahead of our already tight 25-day timeline!! I was impressed with how she went beyond just handling the business side to help resolve issues that came up during our transaction. She was willing to get personally involved to work through any problems and make things happen faster. Based on this experience, I'll definitely keep Diane on my list of trusted mortgage brokers.
I recently had the privilege of representing buyers who entrusted their mortgage needs to Diane and C2 Financial, and I must say, it was an absolute delight from start to finish. From the moment we initiated the process, Diane's professionalism and dedication shone through, making every step of the journey seamless and stress-free. One aspect that truly stood out was the exceptional communication maintained throughout. Diane and her team were incredibly responsive, promptly addressing any queries or concer
As a first-time homebuyer, Diane explained the loan and mortgage process excellently and helped us find a great rate. She offered her time graciously whenever I had a question; everything was smooth sailing for my wife and me. She shopped around and locked in our rate at a much better number than anything I found at the time. I would happily work with Diane for our future loan needs (refi or any additional purchases) and I recommend her services. It was a fantastic experience!
Diane has been my loan officer/manager for a number of years and numerous houses. She is the best! In my most recent home loan, we explored all various loans that suited me and she offered her professional input on what would serve us best. The process with her and C2 is amazingly easy compared to other mortgage companies. The communication is spot on with smooth and quick responses! Her staff is also very friendly and top notch! I highly recommend Diane!!!!
It was truly a blessing to work with Diane. She is the perfect combination of savvy, technical, and competent person to work with. No one will get you a stronger pre-approval and the best rate for your home purchasing needs. She worked with my parents to purchase their home initially and now my own. She is a joy to work with for our family now and in the foreseeable future. Again I wouldn't recommend anyone else to work with.
As always, Diane does it again!! Another flawless experience!! As a realtor for over 30 years, I have worked with many many different lenders and am constantly approached by other lenders wanting to work our buyers. BUT when you have that one in a MILLION Lender who consistently surpasses all expectations why would you work with anyone else? Diane brings not only 30+ years of experience but also a level of care and attention that is huge bonus when buying a home. Her focus is not just on the transaction
Diane is the best!!! We honestly would not have been able to close a deal without her knowledge. Additionally, she went above and beyond to help put us in touch with an insurance broker too. Lastly, she's thinking strategically about the long term and future opportunities to refinance. She is 5 stars all day long!!!!!
I'm a first-time home buyer and I cannot even BEGIN to describe how wonderful it has been to work with Diane throughout this process. Her rates were the most competitive out of all the lenders I shopped, her style was the warmest and most compassionate, her insight was unmatched, and her response time was virtually nonexistent. My experience with Diane has been absolutely sublime from start to finish. I would give her more stars if I could, but 5/5 is the most I can offer. Thank you, Diane.
Diane and her team were great. They got me pre-approved quickly and were patient with me during my home search journey of two years.
There is no one better than Diane! I have worked with her many times and she always delivers. Diane has a quick approval process, transparent communication, and competitive rates. From start to finish, they exceeded expectations. Professional, efficient, and accommodating. Highly recommended for anyone seeking a hassle-free borrowing experience.
We just purchased our first home with Diane and we have been so happy with our experience! We were able to close in less than a month, in part due to Diane's efficiency, professionalism, and clear communication. The process altogether was new to me as a first time home owner, and Diane went above and beyond to make sure all my questions were answered. I was confident in her abilities and knowledge with every step. I look forward to working with her again, and I will be confidently recommending her to my fr
Diane is an epically solid lender who really knows her stuff! She was even willing to pick up a potential failing loan from another lender and would have closed it in record time had the original lender not finally come through! The buyers wished they would have listened to me and gone with her to begin with so we would not have had to go through such a problematic escrow!! Trust Diane with your loan?I sure do!!
Diane was amazing as always. Profession, on top of all questions, and extremely knowledgeable. Diane is the best
Diane, is a wonderful lender. Who truly cares for her clients financial success. She is not just helping you find a loan but equipping you with financial knowledge to become disciplined and successful homeowner. With her help we made our American dream a reality. Thank you Diane!
I reached out to Diane based on her multiple excellent reviews from past clients. Having just completed a refi with her I can say that the reviews are justified! Diane is very knowledgeable and makes the process that can be daunting painless. The closing was quick and handled professionally throughout the whole process. I highly recommend Diane for your mortgage needs.
I had an amazing experience with Diane. It was my first time buying a house. She helped me and answered all my questions every step of the way. She was easy to reach out too and would always answer her phone. I would highly recommend.
What can I say? Diane came through for me with an excellent rate and her relentless work ethic. She is beyond knowledgeable of this industry and is a straight-shooter, which is something that is rare these days, especially in this current real estate market. I highly recommend Diane and C2 Financial Corporation to get the best Mortgage Rates around! Thank you, Diane!
Diane and her team are the best. The transaction was set to close in 30 days but we ended up closing in 21 days. No hiccups whatsoever, smoothest transaction ever. Stop looking around for a broker, give Diane a call. You won't regret it! Thank me later ??
Absolutely amazing lender. Very few lenders will communicate with the listing agent during a transaction. Not Diane, she introduced her-self prior to opening escrow and continued giving us weekly updates until closing. Also, we closed in less than 21 days as promised. What a great experience! Frank N.
Diane helped us do a refinance we thought was impossible. Her extensive knowledge and out of the box thinking allowed us to drop our rate and be in a great financial situation. She was easy to work with, great communicator and worked efficiently to get the best rate for us!
I have known Diane Luongo-Gazich for 16 years and have the utmost trust and confidence in her expertise and abilities to provide the best rates and painless process whether it is a loan for purchase or a refinance. Diane's attention to detail and understanding of what the lenders are looking for in order to ensure the most favorable terms is one of the many qualities that put her on a level that has no competition. I recently applied for a loan through Diane in order to take advantage of the low rates ava
We used Diane for our very first home purchase in 2003, for our home purchase in 2009, and refinanced 3 times with her. She makes things easy on us and we appreciate her working hard for us. It is a pleasure working with Diane.
Diane Luongo Gazich is an exceptional residential mortgage lender in Orange County. I can attest to her extensive knowledge and expertise in the field. She takes the time to fully understand each of her clients' unique financial situations and offers tailored advice to help them find the best mortgage options available. If you're looking for a residential mortgage lender in Orange County, I highly recommend Diane Luongo Gazich. She is knowledgeable, reliable, and always puts her clients' needs first.
Wonderful service! Makes house buying easy. I will be using Diane again and again ??
Diane and team are a great lender to have worked hand-in-hand when I bought a home. They were able to gather everything and close Escrow in less than 18 days-- giving me a bit of an edge. They pushed through when things at Escrow got a little complicated. I would highly recommend her and her team!
Diane and her team are true professionals. She is attentive and walks you through the refi process at your pace. Tons of hand holding or hands off, she knows what her clients need and gets it done. She has supported my family for years and we wouldn't go anywhere else.
Diane helps the clients with beyond Customer Service. She gives very relatable stories to help my clients understand different scenarios. Love working with Diane as the Proffessional that she is!
Been working with Diane for 14 years. Does a grear job for me
We didn't end up closing with Diane but she was extremely helpful throughout the entire process and helped us out even when she didn't have to.
I have done 4 loans for business and personal lines over the last 15 years and she is the most responsive, caring, and professional person you will meet. Her team is fast and all the paperwork is done quickly online. Great rates and best service. She keeps her promises to the end.
Diane was incredibly professional from start to finish. Her communication skills could not be better and made for a smooth transaction.
Diane and her team are true professionals they worked so fast and were nothing short of the best at what they do i am glad we used Diane we will be using her in the future
Diane goes above and beyond on her transactions. It was a pleasure working with her from start to finish!
Refinancing my home was so fast and easy. I Wish I would have done it years ago. I Highly recommend Diane.
Diane was great to work with she is excellent with communication and very thorough we closed just recently on a property a week ahead of time we are very happy with the service and our client is overjoyed. ??
On top of the transaction from start to funding.
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.