Forbix

Forbix

Reviews Summary

Customers consistently praise Forbix for exceptional service, professionalism, and expertise in loans and mortgages. The team is highly responsive, knowledgeable, and attentive, making complex processes smooth and stress-free. Many highlight personalized guidance, transparency, and dedication to securing the best rates and solutions. Clients appreciate the seamless communication, hands-on support, and ability to handle challenging situations effectively. The overall experience is described as outstanding, with many recommending Forbix for future needs and expressing long-term loyalty.

About This Listing

Tax Preparation
Tax Planning
Financial Advisory
Large Enterprises
High-net-worth Individuals
Real Estate
Construction
Multi-state Experience
Cross-border Taxation

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

Tax Preparation
Tax Planning
Financial Advisory
Large Enterprises
High-net-worth Individuals
Real Estate
Construction
Multi-state Experience
Cross-border Taxation

Contact Information

Address

24151 Ventura Blvd Suite 350

Calabasas, California 91302

Hours

Sunday Closed
Monday 9AM-6PM
Tuesday 9AM-6PM
Wednesday 9AM-6PM
Thursday 9AM-6PM
Friday 9AM-6PM
Saturday Closed

Customer Reviews

I can't say enough good things about Forbix ? truly an exceptional experience from start to finish! I had the pleasure of working with David and Katherine, and they were both absolute rockstars throughout the entire mortgage process. From day one, David was incredibly knowledgeable, responsive, and genuinely invested in helping me find the best possible option. He broke everything down in a way that was easy to understand and never made me feel rushed or pressured. Katherine was equally amazing ? always on

It's a great company. Quick and diligently precise in completing the goal they are going to achieve. I wanted to get approved for a loan, and I had a lot of different issues. They conducted a thorough investigation of all avenues to approach for my best interests. They(David and Katerine) proceeded with their expertise , talent, and many years of experience and conducted business with the right people and made the deal happen I might add it took approximately 2 1/2 months. Which usually takes longer to ge

I can't recommend David and Katherine at Forbix highly enough! Navigating the world of mortgages can be incredibly daunting, but they made the entire process smooth, understandable, and ultimately successful. From our very first consultation, they took the time to truly understand our financial situation and our long-term goals. They patiently answered all of our (many!) questions, explaining complex terms and procedures in a way that was easy to grasp. We never felt rushed or pressured; instead, we fel

The best team, excellent communications and they made a very difficult situation happen and beat all odds for me. I am grateful and recommend David and Katherine to anyone looking for a loan. They have a client for life with me.

Forbix provides top notch service for loans and investments. I worked with David Daykovsky who was incredibly helpful and took the time to explain things to me in great detail. He's knowledgable, professional, and eager to help. It's obvious he loves what he does as his enthusiasm shows. His support and guidance helped me to feel comfortable with my decisions and I learned a lot from him. Katherine Roizen was also instrumental in making the process run smoothly and efficiently. She always had a quick respon

A+ team! David, Katherine and their team at Forbix not only simplified the intricate details in our loan process, they were an absolute pleasure to work with. They listened to our needs, brought their A game in everything they did and stayed on top of it at all times! We learned so much and really appreciated the prompt actions on their part to help secure our dream home! We are already recommending them to our friends and family. They have certainly raised the bar for level of service in any business!

?????????? I had an excellent experience working with David! He was knowledgeable, attentive, and incredibly helpful throughout the entire lending process. David went above and beyond to ensure I understood all my options and worked tirelessly to get me the best possible rates. His professionalism and expertise made a usually stressful process smooth and straightforward. I highly recommend David to anyone looking for a trustworthy and efficient lender!

Forbix is an extremely professional firm that worked tirelessly on our behalf to get my wife and I a great loan in a challenging market. Dave Daykhovsky and his team are the best. They were on top of the transaction the entire time and always kept me apprised of the status of the loan. They worked their magic with the lender and got the loan we needed to buy our new home. If you are looking for a loan, I highly recommend Dave and his team. They will get you the best loan possible. When others may quit,

I recently had the pleasure of working with Azy Badiei from Forbix for a refinance on an investment property. The experience was nothing short of exceptional. From the initial consultation to the closing of the deal, Azy demonstrated professionalism, expertise, and genuine care, making the entire process smooth and stress-free. I was impressed with her unwavering commitment to finding the best mortgage solution tailored to my specific needs and financial situation. Azy took the time to thoroughly explain di

Endless options on who you might select to work with when shopping for a loan. The truth is we found the very best option! Dave & Kathrine are not good or even great, they're elite. The service, attention to detail and most importantly care and skill were really impressive. In today's climate service and results is what keeps clients. They have earned our business and look forward to working with them again. Excellence is the standard here! Rick Tyberg & Lauren Duffy

What a wonderful experience! We came across David and his team via a good friend of ours. We could not be happier with the decision. The most important thing we had in our relationship is that he had our trust. We knew that if he gave us suggestions, it is because he wanted what is best for US. David and Katherine were so thorough. Every day we had a text with updates or an email with our to dos. They were ALWAYS available. They walked us through the process and truly held our hand. They helped us get our f

Best Team!!! David, Katherine, Allen helped me in every step on making my dream come true to own a vacation home!! They are very professional, approachable, helpful and honest! They guided me throughout the process of my loan application until the good news of my final loan approval! I am so happy with their work and service! They are the best and nicest people.. Thank you again Allen, Katherine and especially David!!from-Dr. Katherine and Family??

David and Katherine are an amazing team. I've never met anyone like David who was just so on it and so responsive. His team is great and they full heartedly know what they're doing. Highly recommend Forbix!

We've used Forbix 3 times now for various home loan related needs, and every time has been a smooth and supportive experience. The whole team is always responsive and focused on finding the right product for our individual needs. We could not be happier with the friendly and excellent service and support.

David & Katherine at Forbix were there holding my hand at every step of the loan process. David educated me and was fun and an absolute professional expert. He knows his stuff!

This is a very professional mortgage company, David will aid you along the way every step, he is available day and night, and his right hand woman Katherine will make the who transition smooth. They handle obstacles very professional and calmy which allows you to be calm. Would definitely recommend their services.

We were facing a very challenging situation with some clients in trying to secure a loan and reached out to Dave Daykhovsky at Forbix for help. David, Katherine, and the rest of their team immediately jumped on the situation and were able to very successfully secure the loans my clients needed. My clients were so happy with the results and will be reaching out to Forbix for future investments. Thank you Forbix!

As a financial planner, I rely on my trusted professional network to deliver great service in a timely manner. Mona Elhalwagy and her team at Forbix are part of our referral network for this reason. Mona is responsive, knowledgeable, and has helped several of our clients through their straightforward (and not so straightforward) mortgage needs. Thank you Mona!

Can't say enough about Forbix. The entire team there helped expedite my home loan and worked very hard to get me the best deal possible. Professionalism and stellar communication. Highly recommend! Thank you Emil, David, and Katherine!

Mona (Elhalwagy) was so amazingly helpful with our mortgage. We were having a difficult time as we are not standard W-2 workers but when Mona came along, everything moved along so smoothly. She is so well-versed in numerous type of mortgages (complex business transactions, personal, estate, etc.). I've referred her to multiple people who found her work outstanding. I highly recommend Mona.

David and Katherine were great. Every step was simple and quick. I've never had such a straight forward experience with a loan. Being self employed is usually a nightmare and they moved the process along in the most professional manner. Thank you.

David and his team are amazing! He is always responsive when I need something and full of insight. If you are looking for top notch lender, look no further.

Very professional and a pleasure to work with, would highly recommend to anyone in need of loan services. David and Katherine were great and exceeded all our expectations and made the process as smooth as possible.

My experience with FORBIX, while securing a loan for my investment property, was nothing short of outstanding. Their deep understanding of the investment market coupled with their diligent work ethic made the entire process streamlined and stress-free. They went above and beyond to secure an excellent rate that was perfectly tailored to my financial needs. The team made complex industry terms understandable, ensuring I felt confident in every decision made. I highly recommend their expertise to anyone looki

I have closed several loans with Forbix within the past 5 years. I appreciate the diligence and professionalism of Emil, David, Katherine and other team members with all my loan applications. They simply make it happen. Forbix has turned my life around in a very positive way. I also love their honesty while working out the loan figures. Thanks for doing what you do. Bola

I have used Forbix now to purchase 3 homes and refinance 2. All I can say is if you landed here you found the right place. Ask for Mona, she is the best. She is patient and will steer you in the right direction. She always has her clients? best interest at heart. They have always gotten me the best rate and approval which as a business owner is no easy task.

Mona Elwagy at Forbix made my recent purchase of a home seem less. I have never had a loan process with no stress. At every step that could have been a mis step, she called to talk me through the why and how to move forward without a hitch. For my part I listened and followed her lead. At no time did I worry or was I frustrated which never has been my experience with other loans in the past. Skill, guidance, and a deep knowledge of how to get it done is what we all deserve but only Mona gave me that w

David and Katherine were very professional. Great communication. I appreciated their hands on approach to making financial transactions as quick and painless as possible.

i worked with mona from forbix to get a HELOC. she was wonderful, the process was straightforward and clear and I got the loan I needed when I needed it.

I would recommend David and this team in a heartbeat. He was instrumental in helping us navigate the purchase of our first home. I look forward to working with him and Forbix again in the future.

Worked with Forbix on a referral from a family friend. They were so incredible, knowledgeable and attentive through every step of the home buying process. Work with them and you'll be in your dream home!

David at forbix and his team have help me purchase multiple properties and refinance many others. I appreciate their amazing work. Looking forward to continue working with the best team at Forbix!

I refinanced with Forbix. David made everything simple, smooth and easy. Will definitely go with them again on the next property

David and his team were amazing and helped us through our home purchase. We are very satisfied and would definitely recommend using forbix.

Mona was a joy to work with! Our loan was closed quickly! It was a super seamless process!

Very professional. Kept me in the loop every step of the way. Every question was answered in timely fashion. I recommend services from this company

Easy and quick mortgage process with David Daykhovsky who is an absolute pro and get it.

They worked their magic and helped us get our dream house!

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.