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HouseAmerica Financial

HouseAmerica Financial

Reviews Summary

Customers consistently praise the exceptional service, professionalism, and efficiency of the team. Many highlight the smooth, stress-free loan process, transparent communication, and competitive rates. The staff is commended for their responsiveness, expertise, and willingness to go above and beyond, especially for first-time buyers or complex situations. Multiple reviewers emphasize the team's ability to provide personalized solutions, making the mortgage experience quick and easy. Highly recommended for reliable, knowledgeable, and supportive lending services.

About This Listing

Tax Preparation
Tax Planning
IRS Representation
Financial Advisory
Small Businesses
Mid-size Businesses
High-net-worth Individuals
Individual Taxpayers
Real Estate
QuickBooks
Xero
GAAP Compliance
State-Specific Experience
Multi-state Experience

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
IRS Representation
Financial Advisory
Small Businesses
Mid-size Businesses
High-net-worth Individuals
Individual Taxpayers
Real Estate
QuickBooks
Xero
GAAP Compliance
State-Specific Experience
Multi-state Experience

Contact Information

Address

1010 Foothill Blvd

La Cañada Flintridge, California 91011

Visit Website Call Now Get Directions

Hours

Sunday Closed
Monday 9AM-5:30PM
Tuesday 9AM-5:30PM
Wednesday 9AM-5:30PM
Thursday 9AM-5:30PM
Friday 9AM-5:30PM
Saturday Closed

Customer Reviews

I would like to thank Arman and the entire HouseAmerica Financial team for being a helping hand and guiding me through the home purchasing process. HouseAmerica Financial provides a loan process that makes securing a mortgage easy for first-time buyers and seasoned homeowners alike. Their team is responsive and knowledgeable, helping clients navigate the complexities of home financing. For those seeking a reliable lending partner, HouseAmerica Financial is a wonderful and highly recommended choice.

I had a great experience with Houseamerica Financial; their team was professional and efficient, ensuring I understood every step of the loan process. The competitive rates and personalized service made my decision easy. Highly recommended for anyone in need of a home loan!!

HouseAmerica Financial provided excellent service throughout the loan process, offering clear communication and competitive rates. Their team was responsive and made the experience smooth and stress-free. Highly recommend for anyone seeking reliable mortgage solutions.

I've worked with House America on multiple occasions and I have been impressed every time! Being a realtor, I have worked with many lenders so I can confidently say House America is the best in the business. Every transaction is handled with expertise and urgency. House America is the standard when it comes to residential lending!

I had a fantastic experience with HouseAmerica Financial. Their team was responsive, knowledgeable, and guided me through the entire loan process with ease. Highly recommend for anyone looking for a smooth and efficient mortgage experience.

We had the pleasure of working with Shea and Maria, who were very on top of things and made the entire process as smooth as possible. Can't recommend House of America enough!!

When I was looking with my realtor for my home for my family and I, like most people I wasn't sitting on $1.5m in cash for the property and I needed a loan. After discovering House America and working with one of their loan officers Arman, Arman got my loan approved and done in such an efficient timely manner and the most important part HE GOT US APPROVED!!! I can not thank House America and Arman enough!! THANK YOUUU

Theyre the absolute best, they helped me lower my interest rate and made the whole process so simple and easy. Arman really cared about helping us out and went above and beyond to make sure we got the absolute best rate possible.

I would like to start off by stating that I am not one to leave a review. I would have to feel so utterly impacted either positively or negatively in order to do so. Well today is one of those days! I manage a major financial institution in Calabasas, and yet when it came to my own homeownership journey as a single mother I wasn't sure my bank could do the job. After adequate consideration, I chose House America Financial and on 11/16/2023 I became a first time homeowner. Toros and Edwin treated my home

Shea and Maria are lightning quick professionals at their work. We have had many home loans over the years and dealt with at least 10 different loan officers. Shea and Maria are by far the most professional and speedy team we have experienced. Our problem with most other loan processes is the frequent surprises and poor estimates of time. We have done two loans through this company and each time we received realistic estimates of turnaround time and a lot of help to make sure we got through the document

Great experience with House America. The team was very responsive, knowledgeable and the entire process was quick and smooth. Highly recommend

I recently worked with Dvin to purchase a home. Dvin and the team were amazing to work with, and I was so pleased with how everything turned out. I appreciated their full transparency throughout the process, along with their willingness to help me find a solution that worked for me and not just one that worked for the company. As I learned more about the process, the way I wanted to structure my debt evolved; and I was so impressed by how Dvin conducted himself through my endless questions and requests for

Worked with Dvin and Eddie through a mortgage process, which involved a high degree of difficulty due to a complicated income situation. Dvin did a phenomenal job navigating the intricacies of the mortgage process, and became a trusted adviser when dealing with the bank. I have no doubt that Dvin is the reason we are in our house today, and couldn't be happier with all that he's done for us. Dvin will work tirelessly to get you in the house of your dreams, and I have no reservations in recommending him as

Dvin was fantastic. Really went the extra mile to earn my business and ensure the job got done. His advice saved me from making some costly mistakes and I am now settled in my new home. Highly recommended.

I have been using HA Financial a couple of times and I could not be happier. Every time i had the pleasure to work with Dvin Keshish and his service and professional skills are truly remarkable. Dvin made a huge difference in how smooth every went every single time. We Thank You Dvin, You Are The Best!!! ;o)

Morgan and Maria are a great team! We had all our questions answered and were well guided through the lending process as we bought our first home. The whole process went very smoothly and they were readily available for any questions we had along the way.

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.

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