*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.*
17700 Castleton St # 488
City of Industry, California 91748
Exceptional experience. Despite being skeptical at first, I was truly impressed by the outstanding service from Joyce Lu and GMCC as a whole. Ms. Lu?s professionalism, combined with her attention to detail and deep industry knowledge, provided us with financial solutions that are simple, efficient, and effective. We visited several other services, yet none came close to Ms. Lu?s intuitive approach and customer-first dedication; they are simply unmatched. If integrity and value are what you are looking for,
Rachal Li has been incredibly helpful to me twice now. She assisted me in securing my initial mortgage for purchasing a home and recently guided me through a refinancing process amidst high interest rates. Her dedication and genuine concern for finding the best loan options for my situation are truly appreciated. Rachal isn't just a loan broker; she's a caring and proactive professional who goes above and beyond for her clients. I highly value her expertise and recommend her wholeheartedly.
I am lucky to solve my refinancing problems through General Mortgage Capital. It enables me to cash out some loans to be used for another investment project. Rachel provided financial advice tailored to my specific requirements. I highly recommend working with Rachel who has the competence and sincerity to handle complicated financial situations.
Rachel Li from GMCC is the best loan officers I have ever worked with. 1. She gave me the best refinance mortgage interest rate. I have shopped around and no bank can come up with anything close to it. 2. She was exceptionally quick and responsive throughout the entire process. This is how my loan has been closed in less than 30 days. 3. She provided the best customer service and communication. She addressed all of my questions immediately and effectively within minutes in calls and/or emails. 4. She is ver
I worked with Andy to get a loan for my first home. They were able to get my loan funded within the 30 day escrow without issue during December. Andy always answered my questions pretty quickly; I think the longest I waited to hear back was like 20 minutes. It was a very smooth experience and I would highly recommend working with them to get your loan.
Andy took great care of us during our first homeowner experience. Everything went smoothly - we closed on time and were able to lock in an awesome rate! He is very professional and I would highly recommend him to my peers and network.
I worked with Andy to get a loan for my first and second home. He is not only very knowledgeable but also very pleasant to work with. Our notary also mentioned that he hasn't seen a rate this good with such generous credit. Andy is a trustworthy and honest person who will go above and beyond to help you get what you need.
I am very satisfied with the loan officer's (Chris) service. He has been very helpful explaining things through out the loan process and provided me status update so I am clear what is going on. Chris is always available to answer my questions or provide solutions when I am have problem. This is my third loan which Chris has been helping me applied and funded in the last few years. Chris is a very dependable and helpful professional in the mortgage industry.
This is the second time Rachel has assisted us with our home financing needs. Whatever challenges come up, even a pandemic, Rachel always comes through! Her exceptional knowledge of the business combined with a positive attitude makes the process seem effortless! I highly recommend Rachel for any home financing needs
Rachel Li went above and beyond on helping me obtain an excellent refi rate. She always responds quickly and takes the time to explain to me details of the loan. I would recommend going with Rachel for your next loan.
I've worked with Andy for several years now and each time he was patient, responsive, and knowledgeable. He offered solutions and explained my options in detail which helped ease my worries. I get my dream home thanks to his help! He went above and beyond! Definitely ask for Andy!
5 star service! Andy is great and helped us through the whole process. Very detailed and provided us update as needed. Felt very comfortable and took care of us. I would definitely recommend Andy and General Mortgage Capital.
George was a great advisor throughout the refinance process and was extremely patient with all the questions I had. Thanks to George, I got a great rate and finished the process quickly. I highly recommend George to all who wants a great rate and experience for refinance!!!
Rachel my loan officer was the best. She knows her stuff and was very easy to work with. Highly recommend this company if you need help getting a home loan.
Andy Lai is the most capable agent so far. I went through several agents before him, but it was a lot of never ending delays. He is the only person who is able to get things moved forward in the promised timeframe without any hiccups. I considered my loan to be one of the most complicated due to my sad credit score and loan amount, but he was extremely responsive and to the point since day 1. I could only recommend him to everyone. If he can't take care of it, no one else can.
Hi, My name is William Tang, our loan just closed on 02/01/2021, and I should say we have a great mortgage services experience at this time, our feeling your services was fast, honest and reliable. I will tell my colleagues and friends and relatives, and recommend about your GMCC and Chris Chen is trustworthy! Thank you, William Tang
Rachel is very responsive and responsible. She's very knowledgeable and experienced. Her rates are very competitive. Loan closed on time and as promised. The refi process is very simple and fast.
Poor communication. Failure to lock rate 30 days out or even ask about it. That cost me a 1/4 point. Failure to counsel about sell needing to settle 2 weeks prior to purchase even though he structure loan contingent upon the sale proceeds. Sloppy!
Rachel Li is conscientious and efficient. I am very grateful to know her and let her become my loan agent.I'll recommend Rachel to my friends.
They were extremely helpful and let us know about any ongoing issues. Thoroughly helped us through our mortgage process and would highly recommend!
I would definitely recommend doing your refinance with Andy. He's really great to work with and I love that it was a simple process. Thanks Andy!
First time buying a house, Andy is like encyclopedia to give us lots of hand holding along the way.
She answered my questions immediately and solved my needs immediately. The whole process made me feel very smooth and happy.
My loan officer is efficient and responsible, and gets us a good interest rate, so we can buy the house we like.
Kathy is very professional and helpful. I highly recommend. Always very patient to answer all my questions and response very fast.
Thank you for your efforts and patient service to help me get the house in a very short time. thank you very much????
Great service from Rachel, fast result. Will refer to my friends.
Excellent service. Very happy to do business with her.
Very honest and the agent is very friendly, patient, and professional.
great services, fast pace and very efficient and helpful.
Very good loan rate!
Straightforward, smooth process. Recommend.
(Translated by Google) I first approached Gao to do refinancing. It was very difficult to call her when I had problems. She would not reply to messages or ignore her WeChat messages. Occasionally, I would be hung up on after answering the phone without saying a few words. However, there was no result for more than 2 months. I could only admit that I was unlucky and met someone unkind. In desperation, I found Manager Chen. He answered the phone and responded to WeChat in time, answered all questions, was pat
(Translated by Google) 26-day fast loan, I can move to a new home today, fast and efficient, thank you very much. (Original) 26?????????????????????????
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.