Back to Directory
Guild Mortgage Company

Guild Mortgage Company

Reviews Summary

The reviews overwhelmingly praise the loan officers for their professionalism, responsiveness, and dedication. Many highlight exceptional communication, knowledge, and a smooth process, with several mentioning they would highly recommend or use the service again. A few note specific efforts to go above and beyond, making clients feel valued. One negative review criticizes a particular officer for unprofessional behavior, contrasting with the otherwise stellar feedback. Overall, satisfaction is high, with frequent mentions of trustworthiness and excellent service.

About This Listing

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.*

Contact Information

Address

1557 Starr Dr Suite D

Yuba City, California 95993

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

John was excellent to work with. He gave us information on what to work on to raise our credit scores in preparation for applying for the loan. When we were ready for the application process, he walked us through the entire process and was always willing to answer our questions. He made our first home purchase process very smooth.

Our initial loan officer was Jeremy and he was incredible but sadly he left Guild. Our loan was transferred to a man named Xavier who is absolutely horrible. He got political and aggressive during the very first interaction and immediately started pushing us to refinance our home loan despite that not being the reason for the communication. I know Cameron is excellent and so was Jeremy. Hopefully Guild will part ways with Xavier soon but in the meantime, my husband and I are now refinancing our mortgage els

I'm a first time home buyer, I had the best experience of my life working with Debra Marsan! She fought for me and my family to get the house that we needed so desperately, she fought for us like we were her family, she is amazing at her job. She worked so hard, so fast to get us in our new home. Thank you Debra, you truly are remarkably selfless, and you fight for others the way you would fight for your own family. We love you Debra, Thank You!!

Caleb Kurt?s one of the best guys out there by far. Fast to answer any questions you may need and very very trustworthy and honest and is really looking out to try and find you the best deal. My friend Jacob used him in Yuba city and recommended him and I?m glad he did. He?s super quick and on it and my opinion the best in the industry if I could give more than 5 stars I would in a heartbeat. Thanks for everything man couldn?t have been more happier how everything turned out your awesome!!!! If your looking

Caleb is one of the best lenders I?ve worked with in over 18 years!! He is so knowledgeable and responsive, I was truly impressed. I highly recommend him if you?re needing a purchase loan or refi! Thank you!!

Caleb is the go-to person when it comes to lenders! Love working with Caleb on a few transactions and each and every time I am impressed with his work ethics, reliability, and great communication!

It was wonderful working with Caleb! Right from the start he was very responsive, listened to our needs, and explained the process clearly. He truly made the loan process smooth and easy. Thank you Caleb! - Rayelle

Todd Collins is my favorite loan officer, and we have done business with many other mortgage companies in the past, Todd and The Guild Mortgage Company are my new go to team, my entire family will be using them for all our future mortgage needs. Thank you, Dan S

If I had to do it over again, without a doubt, I would use John.

John did a great job for me and did what was best for me.

Great experience w/ Caleb. Highly recommended it.

He delivered on everything he promised.

Professional, patient and good communication

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.