*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.*
3558 Round Barn Blvd Suite 200, Office 211 & 212
Santa Rosa, California 95403
We are very happy with the serviced provided by Nancy Weaver and Sean Silva. Their constantly communication with my wife, assuring us that our purchase would be completed, made usWe are very happy with the service provided by Nancy Weaver and Sean Silva. As first-time homebuyers in California, the process felt overwhelming?especially with the challenges around mortgage rates. But Nancy and Sean were there for us every step of the way. Their consistent communication with my wife and their reassurance through
Nancy was amazing to work with. She was super knowledgeable, was able to answer every question I had through out the whole process. She was able to break everything down and simplify different loan scenarios. She walked me through the whole process and made sure I understood everything each step of the way. She is a fantastic Loan officer and I would highly recommend her to anyone in need of a home loan.
Nancy Weaver is hands down the best loan officer we could have ever asked for. From the very first conversation to the final closing, she was there for us every step of the way. She answered every text, email, and phone call with incredible patience, kindness, and expertise. She made us feel like we were her top priority, always ensuring we understood every detail without ever making us feel lost or overwhelmed. Her knowledge is next level, like she has been doing this for 200 years. She explains everythin
Nancy Weaver is incredibly organized and provides an un matched level of service. We just completed a very complicated transaction with her, and I couldn't imagine doing it with any one else. Thank you Nancy!
Nancy was amazing to work with! She is an excellent communicator, let me know what she needed from me, what she could do for me, and the timeline. Mine was a short close, and couldn't have gone more smoothly!
Nancy made the entire experience stress free. She took the time to explain each step in detail and made sure we were comfortable with the information before moving on in the process. She was also very easy to communicate with and provided a quick turn around when we asked to look at different loan scenarios. We are so grateful to have worked with someone that we could trust and had our best interest in mind during our first home buying experience.
I highly recommend Nancy Weaver at Guild Mortgage for any type of mortgage service. She is a creative thinker which is imperative in this current real estate market. She takes the time to educate and explain with several scenarios, what is needed for a successful loan transaction. Having prepared clients that knew what was expected made it possible to close early and hand over keys to our excited new homeowners. Thank you Nancy for being a true professional. You are a 10 star rating if there was one.
Nancy consistently delivers outstanding service. She is proactive, knowledgeable, and never misses a detail - attributes that make all the difference during the home buying process. Her professionalism and communication provided us peace of mind during what would otherwise be a stressful experience. I can't thank Nancy enough for all that she does!
I really appreciate Nancy's prompt communication at every step of the escrow process, and how quickly she was able to close escrow -- she closed escrow in only 8 business days, which was lightening fast for a buyer who needed a mortgage. I was also very impressed with her depth of knowledge about every detail in the transaction from start to finish, and how she guided the buyer to do what was necessary to get their offer accepted in a multiple offer situation, and, once the offer was accepted, to get the in
Nancy is more than exceptional, she helped save a sale that was on its way to be canceled due to the original loan agent not being able to do the loan. We were introduced to Nancy she pulled it all together and made it happen smoothly and quickly. My clients just closed on their dream house thanks to Nancy coming to our rescue.
Nancy is a top notch lender. Great at taking care of my clients at every level. Firsts time Buyers walking them through the process to the experienced Buyers, always instilling confidence and helping them through the process. Proud to have her as my go to lender, and looking forward to many more transactions together. Thank you for all you do!!
Nancy took us from mortgage newbs to experts in just a few hours. She helped us understand what we were looking for, which options made the most sense, and how to protect our interests throughout the buying and borrowing process. She genuinely felt like our advocate, coach, and mortgage guru, all at once. I'm excited to stay connected and to keep focusing on the best possible interest rates and mortgage needs. Thank you, Nancy!
Nancy was extremely knowledgable and personable. As first-time home buyers, we had a lot of questions and Nancy was able to explain things in layman's terms at every step of the way. As risk-averse budgeters, it can be a scary process and Nancy was very helpful, always extremely cautious to make sure we were really familiar with all projected costs and fully prepared for every step of the process. I really can't overstate the trust personal touch that she brought to the process. We really feel that we can g
Nancy is great! From start to finish, she provided clear communication, guided us through the process, and ensured a smooth home buying journey. I was a first time home buyer so everything was very new to my husband and I. Her professionalism, responsiveness, and expertise made our first home purchase seamless. Highly recommend!
Nancy was the best person we could ask for throughout our home buying process. She answered all my questions and explained everything very clearly which is not always easy with the complexity of the loan process. She was always available and went over and above for us in every situation. I would highly recommend her and her team!
Nancy was responsive, conscientious, and detail oriented from our initial contact through the offer, escrow, and finalizing all the closing details. I appreciate that she walked us through each step in detail, answering all of our questions, and made time to talk outside business hours when necessary. She worked seamlessly with our agent.
Nancy at Guild Mortgage was incredible. She was so helpful and took the time to answer and any questions we had. I would highly recommend her if you are going through the process of buying a house. Thanks Nancy!
Nancy at Guild Mortgage and her team are amazing! I had one of the best experiences getting a refinance on my house. They kept me in the know throughout the whole loan. Any questions I had were promptly answered to my satisfaction. Would highly recommend them.
Guild Mortgage moved quickly to secure our loan, making the process extremely easy for us. We were able to close in only 15 days thanks to the efficiency of Nancy and her team. It was a huge factor in our success buying our first home. We'll always be grateful for their help and we'd strongly recommend Guild Mortgage to anyone.
Nancy's communication was excellent and updates were consistent which is vital to both parties during an escrow period. First deal with Nancy and certainly wont be the last. Thanks for your work Nancy!
Nancy is as sharp as they come. Her communication between client, agent and title company is unparalleled. She goes the extra mile for her clients and makes sure that they are taken care of. ??
Nancy was amazing! She went above and beyond to make my experience a great one. Her professionalism and expertise were top notch.
Nancy was the best! She always kept us informed and even saved us thousands by finding a credit we weren't aware of. Thank you!! 10/10!
Nancy was quick at every step, she communicated with me well and was a pleasure to work with.
Nancy Weaver is a godsend. She went above and beyond to help us get our dream home.
Great experience doing business with you Nancy, looking forward to more transactions in the future ! Julio
Shout-out to Nancy for going above and beyond in every step of the way! Thank you so much!
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.