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Jason Wheeler - Mortgage Broker - C2 Financial

Jason Wheeler - Mortgage Broker - C2 Financial

Reviews Summary

Customers consistently praise the exceptional service, efficiency, and expertise provided. The process is described as smooth, transparent, and stress-free, with quick responses and clear communication at all hours. Many highlight the ability to secure competitive rates, handle complex situations, and close loans swiftly—often ahead of schedule. First-time buyers appreciate the guidance and patience, while repeat clients value the reliability and trust built over multiple transactions. The team's professionalism, accessibility, and dedication make them a top choice for home purchases and refinancing, with strong recommendations across all reviews.

About This Listing

Business Consulting
Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
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

Business Consulting
Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
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

70 Doray Dr #14

Pleasant Hill, California 94523

Visit Website Call Now Get Directions

Hours

Sunday Open 24 hours
Monday Open 24 hours
Tuesday Open 24 hours
Wednesday Open 24 hours
Thursday Open 24 hours
Friday Open 24 hours
Saturday Open 24 hours

Customer Reviews

Jason was great to work with - prompt, professional, and took our unique situation in mind to get us an affordable mortgage as first time home buyers in a tricky market on a home we loved. We had an unusual second loan from my work which required a lot of extra coordination and probably some risk too andJason took care of all the details to help the package succeed.

Simply put, Jason is one of the best mortgage brokers in the Bay Area. His excellent service is highlighted by his prompt responses to all requests (at all hours!), his willingness to answer any questions, and his effort to make sure that you understand all aspects of the lending process. He provided several viable lending options and helped us land a solid rate in a rapidly increasing market. I have no doubt we will continue to work with him for any lending needs that we have in the future.

We have gone through two home purchases and refinanced twice over the past 11 years, and we have worked with Jason every time because of the excellent service that he provides. He always responds promptly to all requests, makes himself available to answer any questions, and takes the time to make sure that you understand all aspects of the lending process. We have always felt well taken care of and fairly treated when working with Jason, and we will continue to work with him for any lending needs that we

Jason is the best in the business. He has a wealth of experience in lending, buying, and selling homes, and knows many parts of the Bay Area exceptionally well. He provided me with an excellent rate and made my home buying process easier in an extremely difficult buyers market. You are in very good hands trusting him with your realty decisions.

First transaction: Excellent experience. Jason always answered my questions quickly and thoroughly. Our home purchase went through flawlessly thanks to Jason. Second transaction: Jason is now my go-to for my home purchases because of the great work that he did on our first home purchase. Th second one went as well as the first, and we couldn't be happier. Thanks for all of your hard work.

Jason helped my husband and I with three home loans over the years. The most recent was for a home we bought out in Discovery Bay. Buying a home is always stressful, but Jason made the loan process very smooth. He is great with his communication and always got back to us asap when we had any questions. He is the best...

Jason was great to work with! Very, very responsive and fast. He was willing to do our entire loan almost completely online. We only spoke on the phone once by design! Our loan closed on time, at the rate we wanted with no hiccups. I will only use Jason for any loan needs in the future.

My girlfriend and I were first time home buyers and Jason was incredibly transparent and up front about everything to expect. It made the process so much less stressful than we were anticipating. He was very responsive and helpful when we had questions or needed assistance with anything. Due to his hard work and efficiency, we were able to close a week early Which was suuuuper helpful for our situation. I definitely recommend him and will be referring any friends and family who are in the market, to him.

Jason was great and took care of everything during our mortgage refinance loan. Jason will help guide you through the entire loan, answers any questions and keep you posted on your loans progress. We appreciated his quick response to any text or e-mail we sent, to get answers related to our loan. There is reason why Jason Wheeler has a 5 Star rating ! Sean & Joni Posadas

I cannot express enough how much Jason helped us through this entire process. We had absolutely no idea where to start and ironically just reached out to see if we had the opportunity to buy early next year (2018). After speaking with Jason we found out that we could most likely get into a house this year. We were ecstatic and shortly after started looking at homes. He was very informative, insightful and patient given the none stop questions we were constantly throwing his way. This was our first home so

My Buyer just finished a home purchase in Livermore, CA with Jason Wheeler. I have worked with hundreds of Lenders over the years and Jason and his team are fantastic. The process was smooth and efficient and I would highly recommend Jason for a home purchase.

It was lovely working with Jason, He made the process very easy and made us feel so comfortable, keeping us updated with all that was going on with our loan . I will definitely recommend Jason. He is very attentive to your needs.

Jason provided great service. He listened carefully and was sensitive to the Buyers. His performance was key to helping the transaction go through. He is knowledgeable and willing to share his knowledge with you. I would recommend him and look forward to working with him again.

Jason is one of the best in the lending game! He's especially great at keeping all of the "key players" updated and focused on victory! I highly recommend him for your all of you lending needs. He's a winner and a pleasure to work with. Thanks until next time Jason. @ColetteTheRealtor

Jason is an excellent broker and has a wonderful support team. He is a top loan officer for United Wholesale Mortgage and can always be counted on to be hardworking and efficient. Another purchase from submission to CTC in 14 days. BOOM!!!!

I recently worked with Jason Wheeler and his team on a purchase transaction in Walnut Creek. Jason got through the home buyer process smoothly, and was able to offer a loan program that many other lenders could not. I look forward to working together with him again in the future

Jason and his team were fantastic start to finish. They explained everything fully and answered all my questions quickly. Jason was available via email, cell, text to help me thru the process. Great experience!

Quickest to approval for Bay area closings! Extremely responsive even on weekends or after hours and communicative as well Enjoyed working with Jason! Thank you

Jason is great to work with! very knowledgeable and responsive to questions

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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