Homeland Financial Network, Inc

Homeland Financial Network, Inc

Reviews Summary

The reviews overwhelmingly praise the company for excellent service, professionalism, and efficiency, with many highlighting quick closings and clear communication. Specific teams and individuals are frequently commended for their responsiveness, patience, and expertise, especially for first-time homebuyers. Most reviews are 5-star, citing competitive rates and stress-free processes. However, a few negative reviews mention poor follow-up, unprofessionalism, or unexpected costs, impacting trust. The consensus is highly positive, with strong recommendations for their lending services.

About This Listing

Bookkeeping
Accounting
Payroll
Tax Preparation
Tax Planning
IRS Representation
Financial Advisory
Real Estate
QuickBooks
Xero

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

Bookkeeping
Accounting
Payroll
Tax Preparation
Tax Planning
IRS Representation
Financial Advisory
Real Estate
QuickBooks
Xero

Contact Information

Address

2 S Pointe Dr Suite 185

Lake Forest, California 92630

Hours

Sunday 8AM-6PM
Monday 8AM-6PM
Tuesday 8AM-6PM
Wednesday 8AM-6PM
Thursday 8AM-6PM
Friday 8AM-6PM
Saturday 8PM-12AM

Customer Reviews

Easy process, very professional, and the team works very quickly. My family and I have been working with David Brackett Jr for years! He has been so patient with us through our home purchase journey, us being scared of the market fluctuation, while being indecisive on properties backing out of contracts because we we're not happy, and he was very understanding and never pressured us. When we were finally ready! 4 years later! He was right there ready to help and did so very quickly and I was amazed!! We are

I first reached out to David and the NLF Network team in 2024 when I was thinking about buying a home. I ended up waiting for a better interest rate, but even after talking to several brokers-including banks and even a close friend-I just knew David was the one I wanted to work with. His honesty, knowledge, and the way he made me feel heard stood out from day one. A year later, I reached back out, and to my surprise, he remembered everything-we picked up right where we left off. David and his team made the

I had an amazing experience working with Homeland Financial networks! From start to finish, the process was smooth, transparent, and stress-free. Their team was incredibly knowledgeable and took the time to explain every step in detail, ensuring I understood all my options. What stood out the most was their excellent customer service. They were always available to answer my questions, responded promptly to emails, and kept me updated throughout the process. The rates they offered were competitive, and they

Absolutely fantastic experience with David! As first-time homebuyers, we were naturally nervous and a bit overwhelmed by the whole process, but David made everything so much easier. From the moment we first reached out to him, he was incredibly patient, approachable, and eager to help. He took the time to explain each part of the process in detail, walking us through everything step by step and ensuring we understood all of our options. No question was too small, and David was always quick to respond, wheth

David Brackett is an incredible human being?his work ethic and professionalism are exactly why I refer my homebuyers to him. He provides an honest, clear picture of what my clients can achieve, what they need to do, and then walks them through the loan process step by step. My most recent buyers had their loan funded in just 15 days! As an agent, who I choose to partner with is crucial to getting my clients into their dream homes. I work hard to ensure our offers are competitive and come with strong terms?

Dave Jr and his team were incredible during a difficult times for us. After another lender dropped the ball on our application, Dave stepped in and quickly assisted us, making the process smooth and stress-free. They were communicative, efficient and truly went above and beyond to help my husband and I. We highly recommend them to anyone looking for a reliable and supportive lender!

Thank you Homeland financial and all who made this happend. We are very satisfied the way this process was taken care of. I would definetely will recommend Homeland not only for their expertise but for the profesionalism Of the staff always there to hear our questions. Thank you all again.

I initially planned to work with a Credit Union for our first home purchase. However, David's responsiveness was unbeatable, so we decided to go with him. His personalized approach was the deciding factor. He was extremely prompt in answering our questions, which is crucial in the home-buying process where time is of the essence. David is knowledgeable and has streamlined the process. I look forward to working with David and his team for our future investments due to the excellent service we received during

Worst experiance have ever had with a Home Loan. They tell you something the next day you ask a question about it and they can not give you and answer. Al Perry Sales Manager told me to told me today he would call me back in 30 minutes. that been 4 hours ago

We would like to thank Homeland Financial Network's team of professionals in refinancing of our home. From start to finish it took us no more than two weeks to complete the whole process including closing. A special thanks to Allen D. Perry Sales Manager for being so patient and kindly helping with all our questions. You sure have our vote of EXCELLANCE... Thanks to all the hard-working team at HFN, we are so appreciative of everyone's help.

Very professional and supportive team. Specially Mr. David Brackett loan officer. Highly recommended ??

Aside from the bridges and hurdles I had to maneuver and the outlandish amount of time it all took. I definitely should have picked a lender and escrow company closer to home. Duffy said you were rude to him and to us both you seem to be unorganized and unprofessional If this cannot close on Monday I definitely need to make sure automatic deposit it set up. I will be departing on Tuesday for 10 days.

I recently had the pleasure of working with Homeland Financial Network, Inc. for my mortgage loan, and I must say that their service was outstanding. From start to finish, they displayed a level of efficiency and professionalism that surpassed my expectations. The process of obtaining a mortgage loan can often be daunting and time-consuming, but Homeland Financial Network, Inc. made it incredibly smooth and hassle-free. Their team was highly knowledgeable and guided me through each step, ensuring that I un

David and his friends provide clear solution during entire process and show me all the expected things properly what I am interested. I am sure they are eligible to get five stars, and awesome for professional solutions. Thanks again

Pretty disappointed with the whole process. Was working with David jr. but he never followed up. I wanted to get an application in for the Dream for All. After providing everything, I had to call and ask what is going on and on that day they ran my credit. Never provided a status update. Reached out a few times through email, nothing. I though maybe I was being annoying so held off for a bit, but nothing. Called last week for David senior to answer and he said he would provide me with an update, nothing. I

AMAZING. This team is amazing! A special thanks to Dave for closing all my loan docs in TWO WEEKS on a first time home buying experience. Not only was Dave kind but he was informative, quick, patient, thorough and made me feel like I was the most important and only borrower. If you ever have the opportunity to journey on the home buying or refinancing experience this is the only company you should be working with! They will make you feel right at home and show you how important you are to their business. I

Dave Sr. was incredible through the whole process of buying our home. He answered any questions that I had and I had lots. Escrow came with its difficulties and he lead us through that amazingly. He kept open communication throughout the whole process and was straightforward which I appreciated. His son Dave Jr. and associate Robert were also great at communicating with me to get all the information they needed for the loan. All in all I had a great experience and appreciate them all for their hard work and

Have nothing but the highest praise for homeland financial network. David Brackett and his father David Brackett SR were nothing but outstanding for a first time home buyer. Not only were they the most competitive in beating every other lending offer I brought to them, but they fit my narrow closing window of just two weeks. I threw them a wrench with a solar leasing offer and Michael Joseph, another amazing member of my team was communicating constantly to make sure everything closed smoothly. They truly m

I had the pleasure of working with Team Brackett from start to finish of my home buying process .For me, time and speed matters. They made it easier and quicker without delays from their end. With combined effort, effective communication and responsive teamwork, we closed the loan in less than 30 days. Better rates than the banks, Great customer service!!! Thank you so much guys! Job well done!!! Happy homebuyer here!!!?????? Highly recommended!!!????????

David Brackett & Team Brackett have been absolutely AMAZING! As First Time Home Buyers, it's sometimes hard to wrap your head around all the tasks, documents, deadlines, etc. on getting into your home. With David Brackett & Team Brackett we had a smooth, and FAST, process from start to finish. I couldn't imagine another team assisting us in getting into our home, and we are so grateful for their team. If you are looking for a lending team who are quick, efficient, helpful, honest, genuine, hospitable, and o

David was extremely helpful and knowledgeable. We would highly recommend David and his team for all your home loan needs.

Dave and his team helped me close on a home in 3 weeks! This was my first home purchase and my work schedule is far from flexible, but they made it so easy. I highly recommend Homeland.

Highly recommend Homeland. I cannot thank David enough for all of his help and understanding. He went above and beyond to help me close my loan in a very short amount of time. Would definitely use HLF again and will be sending anyone who asks directly to this lender. Amazing customer service and value!

Dave Sr, Dave Jr, Robert, and the rest of the team were nothing but professional and responsive, and patient with me in working through a very complex loan process. I can't recommend them highly enough. Simply put, the just get it done ???.

It has been a surprisingly pleasure to work with Homeland Financial Network from the very first contact. All the information was upfront with clear explanation. My confidence with Homeland is without question. Thank you Homeland Financial for your wonderful customer service.

Here's the deal. There are an enormous number of lenders currently refinancing thousands of loans with interest rates being so low. I called back HFN after receiving a letter and had a long conversation with a loan specialist. I was quoted the same 2.75% rate as all the other VA lenders, and when questioned about scheduled costs, I was told, 3,800 to 4000, in other words ?what could be recouped in 6 months? Going forward with this transparency I was upset to see in the written disclosures a cost schedule th

This refinance was the easiest transition. My representative from Homeland River Nunez was awesome and kept me up to date on each Stage. He was awesome thank you so much!

This is the second time HFN has helped me refinance a home. Thank so much for all of your help. You and your team made it so easy to refinance and I'm so happy with my lower interest rate! I will definitely be recommending you!

Absolutely amazing team! Special thanks to Patricia! She was absolutely amazing and was patient. She got everything done in a more than timely manner. Will use again if ever needed in the future. Thank you so much!

Where do I begin? I received a follow up call from mr.Nunez He guided me through some wonderful options for a refinance. Very communicative, helpful and responded to to all my questions ( and I ask a lot). Highly recommend hfn. You should inquire for mr. Nunez. They were fast too!! Highly recommend!!!!????

I worked with Robert Nunez and he did a great job. He always followed up when I called and was very organized. I definitely recommend him.

We have in the past had excellent service with Homeland before and because their service was excellent We went back for a second time, Due to Robert Nunez . His response was excellent, very professional. We fully recommend Homeland.

Robert Nunez was very attentive and responsive?refinance was done quickly with a minimum of paperwork required from me. Thank you for taking great care of us!!

I enjoyed working with Robert Nunez, he gave me a great rate and the loan quickly closed. Thank you Robert, I look forward to working with you in future. Thanks, Vin

"I had nothing but great experience doing my refinance with Homeland Financial Network. It took them just 9 business days to complete the process. Highly recommend them.?

It was really great working with Homeland Financial. They walk you through the process and communicate well. I would easily repeat business in the future

Everyone was amazing!!! So responsive and amazing people to work with! Everything was explained to us and we had no surprises.

Worked with Robert Nunez and he was very professional. He explained the details of the process very accurately.

Joe Gonzalez stated we are amazing.

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.

Skip to main Home Best CPA's Nearby Upgrade your plans English Avatar for Nico Bottema Welcome, Nico Bottema! Share Install the tag on your site to get access to all features, tools and the insights you need. It's fast and easy. Site ID: 6455700 Get started with the tag installation 1 Copy this code. 1 2 3 4 5 6 7 8 9 10 11 Copy code 2 Paste the code into the of every page where you want to track user behavior or collect feedback. 3 To make sure everything is ready, verify that your code was installed. Verify installation OTHER WAYS TO INSTALL Install with a team member’s help Install on a platform Install with a npm package Explore the demo Take a tour of the product with realistic data to explore. Explore demo site Common questions View all Course How do I install the tag? Collect session data for replays, heatmaps, and on-site surveys by installing a unique tag on your site. Ready to add it? Follow the instructions in this 15-minute course. Article How do I know if the tag is installed correctly? Article Will the tag slow down my site? Suggested for you Enable 2FA now Two-factor authentication (2FA) adds an additional layer of security to your account. Popular shortcuts title Feedback button Capture feedback in the wild by letting users share it at any point title Set up a Net Promoter Score® survey Measure long-term customer loyalty and happiness the tried-and-tested way. title Exit-intent survey Capture feedback before visitors leave and reduce your bounce rate Get started Interviews (new) Get real time feedback at critical times, thanks to easy, in-depth recruitment and analysis. Create project Finish your installation Surveys Feedback button Dashboard Invite team members Integrations