Juan J Campa C2 Financial Corp San Marcos

Juan J Campa C2 Financial Corp San Marcos

Reviews Summary

The reviews consistently highlight exceptional service, professionalism, and expertise, particularly for first-time homebuyers. The team is praised for being responsive, patient, and thorough in explaining the process, with many noting their ability to secure favorable rates. Bilingual support (Spanish/English) is appreciated, and clients value the ongoing follow-up and personalized attention. Multiple reviewers mention returning for repeat business and highly recommending the team for mortgages, refinancing, and homebuying needs. The overall sentiment is overwhelmingly positive, emphasizing trust, reliability, and a stress-free experience.

About This Listing

Tax Preparation
Tax Planning
Financial Advisory
Real Estate

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
Financial Advisory
Real Estate

Contact Information

Address

100 E San Marcos Blvd Ste 432

San Marcos, California 92069

Hours

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

Customer Reviews

Thank you Juan C & team for helping us on our lending process for our home, you guys did an amazing job, always available to answer any of our questions. Juan c financial team outstanding job!

We are very grateful to the team for providing us efficient and professional assistance. They made the entire process easy for us. 100% would recommend.

I am very satisfied with the exceptional service provided by Juan and Sandra. Their knowledge and guidance throughout every step of the process was very helpful. As a first time homebuyer, I was not very familiar with the home buying process, but Juan and Sandra were always available to address all my questions. Thank you Juan and Sandra for all your help!

Huge Thanks to Juan Campa and Sandra for making our biggest dream come true We appreciate him and his team for always being there, and for helping us get a great deal we got our dream home thanks to him and his team, we definitely look forward to have him help us in any other future lending opportunities, you guys are awesome for being so attentive and helping us every step of the way!. We will definitely be recommending Juan and his Team to friends and colleagues they're the best, and glad he was referred

Juan Campa lending team did an amazing job assisting me and my family with buying our first home. They were always available to answer any of our questions 24/7. The financial team made it so easy with finding a lender and filing paperwork. Juan and his team were there supporting us every step of the way to making our dream home a reality.

The services and personal attention provided by Campa Lending Team were outstanding and exceeded our expectations! As first time homebuyers, we were new to everything and it was crucial to have someone trustworthy! we are pleased with our decision to use their services and would suggest Campa Lending Team to any perspective homebuyer.

I'm so thankful I worked with THE BEST when purchasing our first home. Juan Campa and his team made every step so easy to understand, they were quick to respond to ALL my questions, they provided us with regular updates, and made what seemed impossible a dream come true. I HIGHLY recommend Juan Campa and his team for anyone looking to purchase a home. You will not be disappointed!

Juan and his team were wonderful throughout the whole process. From beginning to the end. His personal commitment to make sure we had our mortgage and our refinancing completed on target date. If you looking to buy or refinance Juan and his team will make it happen.

I want to thank Juan and his whole team for helping me move forward with my loan. I was not educated with the process of a home loan and he answered every question I had in mind even after everything Juan and his team reached out from time to time to make sure we didn't have any questions or concerns. A follow up comes a long way and I appreciate all his hard work. Give Juan and his team the opportunity to earn your business you won't regret it.

It has been very easy to do business with Mr Juan Campa and Team. He is always open to help with any loan questions even when the transaction belong to a another lender. He looks for the best interest of the client and he is very responsive and quick to return phone calls. I would definitely recommend Juan and Team to anyone interested in becoming a home owner!!

Juan has helped us with the purchase of both of our homes and refinancing. Him and his staff are always available for any questions. Making the process simple. Even after the years he is still our to go to advisor for any questions and/or refer us to the right direction. Professional and friendly staff. I can trust that he has the best interests for his customers I highly recommend them!

As a first time home owner, i could not have asked for a better team to work with. Both Juan and Celeste are beyond wonderful to work with. They definitely made the whole experience so much easier to deal with. To this day, they still check up on me and answer any questions. Very thankful for them.

Juan Campa and everyone at C2 were extremely helpful. Answered all of our questions and took time explaining everything through every step of our home buying process. I'm beyond grateful for all of their hard work. Their the definition of reliable, honest individuals . - Valle Osorio Fam.

We used Juan J Campa and his team for our mortage loan last year. We were able to buy our first home, him and his team made the process run super smooth and stress free. He answered all of our questions since day 1 and made sure we understood everything. They explained every step of the process, every single document and were very professional! Buying a house can be scary (and exciting of course) especially for first time home buyers, but they really went above and beyond to help us throughout the entire p

Juan Campa and his Assistant Sandra were absolutely helpful and communicative throughout the entire home buying process. They definitely made it possible and easy to start the process of applying, getting approved, and ultimately becoming a homeowner. Thanks Campa Lending Team!????

I was very pleased with the experience of this company, Juan Campa, who helped me was very informative and friendly about the required information that I needed to gather in order to refinance my home, he explained me the options and the new interest rate that I could get. He was able lower my interest rate which was great for me. So definitely I recommend them to anyone on refinancing their home and they speak Spanish also which is a plus??????????

Excellent team to be working with! Great response time as well! Very knowledgeable and friendly! Highly recommend Team Campa for First Time Homebuyers and refinances as they have an array of options for everyone. Thank you for making our first time homebuyers process of buying a breeze! Yes, we've closed in just 15 days! Win-win for everyone!

I'm very glad I found Juan Campa and his team. They were professional, worked quickly and were able to beat the interest rate offered by the bank, saving me money every month. I very highly recommend working with Juan and team.

Juan Campa and his team were great made our whole process so easy and answered any questions concerns or any worries we had, they still reach out to see how we are doing and if they can assist with anything. Highly recommended

Had one of the best a experienced with this team! I definitely recommend them! They know what they're doing! I love the fact that they kept me informed of everything that was going on! Until now they call and check up on you to make sure everything is going well! Juan campas totally rocks it!

Excellent service, answers all your questions and is very friendly, highly recommended.

Very professional, great service. His goal is customer satisfaction. I'm a truck driver working 14 hours a day who never had time to go to his office so he came to meet me while on my lunch break. I'm really blessed that he was the one helping me buy my house . God bless Ms campa's

Juan was incredibly professional and easy to work with. He provided the best options for refinancing and locked in a really low rate for me. I highly recommend him for anyone?s mortgage needs.

My buying process was so easy thanks to Juan and his team, I thought it would be a long process and I ended up getting the house I wanted for the price that I wanted and I was moved in before I knew it. I'am truly grateful on how attentive he was to get my loan approved and finalized. I highly recommend him.

Juan and his team have been amazing through the purchase of my new home and the refinancing a few years later. I can't thank them enough for all they have done for me and my family.

Juan Campa is my go to loan officer, I can count on Juan Campa and his team to help ang guide my buyers with the home loan process. Thanks Team Campa! Cheers! Realtor Sergio Garcia

Juan and his team are great! Very knowledgeable and extremely helpful. Thankful they were there to help us buy our first home.

Juan and his team have helped my family multiple times in our home buying process and refinancing. His team is professional, quick, and always so helpful.

The Team assisted us with a fast Quality Service, we had a very short time to close escrow and they made sure to assist us as fast as possible and answer any questions, as a first time buyer this made me a lot less stressed and I felt secure during the process.

Juan and the whole team took really good care of us. The whole process was fast and they were very professional throughout.

Recommend Campa Lending Team. Juan and his team were very helpful and helped us all the way to the end. We are now house owners thanks to them. Thank you.

Juan Campa was very helpful. He gave us several options and listened to our questions and concerns. We are very happy with his service.

I am so thankful to team Campa, they are knowledgeable, patient and very helpful. Family Alegria are so happy for all your help.

They were very helpful. Very satisfied with all the help they gave me. They would help us and explain everything to us step by step. Would definitely work with them again.

This is our 2nd time buying a home from Team Campa an I would buy a 3rd one with them if I could. Always so helpful and on top of everything. I would really recommend. Thank you all

Juan Campas , and his team are very professional, willing to go beyond to help you with all of your needs.

Definitely a great experience working with Juan Campa and his team. Looking forward to working with him in the future!

The staff was very helpful and polite, they assisted me on my needs and did everything with diligence, I highly recommend them.

Very good service. If you are a first time home buyer he answers all your questions.

They give a great service and all house process thank you Campa?s Team..

Very good service very nice people they helped us a lot was very happy with the help that they provided us. And still check up on us here and there how we're doing.

Is been a pleasure to work with Juan him and his team help me to get my house

Excellent customer service. Juan is very knowledgeable and professional. I highly recommend him.

Very helpful and easy to talk to and always finds a way to help you with whatever you need.

They help me refinance and they did a great job

The best !!! Always follow up knowledgeable and always willling to help

Excelente service always ready to answer questions

Honesty and Professional service.

(Translated by Google) Juan Campa and his office are a phenomenal team. Over many years Realty Of California fully trusts in your professionalism and experience which is extremely important to us and our clients! If you want to obtain the best interest on the market in the purchase of your house and the best service in your own language, do not hesitate to talk to them to have the best loan in the purchase of your house! (Original) Juan Campa y su oficina son un equipo fenomenal. A lo largo de muchos a?os

(Translated by Google) Juan Campa and his work team were very efficient. Everything was relatively quick and easy, they always stayed in communication to request any documents they needed and inform us of the progress throughout the loan process for our mortgage. Thank you so much (Original) Juan Campa y su equipo de trabajo fueron muy eficientes. Todo fue relativamente r?pido y f?cil, siempre se mantuvieron en comunicaci?n para solicitar cualquier documento que necesitaban e informarnos del avance durante

(Translated by Google) If you're looking for someone to help you get a loan, I recommend Juan. He helped me even though I think I spent more than two years looking for a house. During that time, they were very patient and communicated with me to update the documents and see how the house search was going. Thanks, Juan, and also to your team, and keep up the good work. (Original) Si estas buscado a alguien que te ayude a coseguir un prestamo, te recomiedo a Juan. ?l me ayudo a mi a pesar de que dure, creo,

(Translated by Google) I recommend Juan Campa C2 Financial, they have a very well-organized team that helps you with everything you need to purchase your home?? and they are very friendly. Thanks for everything. (Original) Yo recomiendo a Juan Campa C2 Financial, tienen un equipo muy bien organizado que te ayuda con todo lo que necesitas para la compra de tu casa?? y son muy amable. Gracias por todo.

(Translated by Google) Juan Campa and his team are very professional, have extensive knowledge of loans, and were always willing to help us and answer all our questions. Thank you very much, Campa team... (Original) Juan Campa y su equipo son muy profesionales, tiene bastante conocimiento en prestamos, siempre estivieron dispuestos a ayudarmos y a responder todas nuestras preguntas. Muchas gracias Campa team...

(Translated by Google) Juan Campa is the best mortgage lender. He speaks Spanish and explains the entire loan process & understands your needs according to your financial situation. Thank you Juan Campa for helping our people and being an example of Integrity & Honesty in what you do. (Original) Juan Campa es el mejor prestamista de Hipotecas. Habla espanol y te explica todo el proceso del prestamo & entiende tus necesidades de acuerdo a tu situacion financiera. Gracias Juan Campa por ayudar a nuestra gent

(Translated by Google) Very good experience working with Juan Campa, he is a very patient and kind person and very responsible in his work. (Original) Muy buena experiencia trabajar con Juan campa es una persona muy paciente y amable y muy responsable en su trabajo .

(Translated by Google) Juan Campa is a good lender, both as an agent and as a client, I can recommend him because he takes his time to find the best options to help his clients. I truly recommend him 100%. (Original) Juan Campa es un buen prestamista como agente y como cliente puedo recomendarlo ya que el toma de su tiempo para buscar las mejores opciones que pueda ayudar al cliente. Realmente lo recomiendo al 100%

(Translated by Google) Or super team, very professional and very patient and very good at achieving goals that seem almost impossible, but everything is excellent and 1000% recommendable and thank you, Juan Campa (Original) O super equipo muy profesional y muy pasientes y muy buenos logrando metas que parecen.casi imposibles,pero todo exelente y 1000%recomendables y grasias ,Juan Campa

(Translated by Google) They helped me when I needed it most although no one could help me. It was something incredible. For my part, I thought it couldn't be done, but thank you Mr. Juan Campas....if it was possible and I am very grateful to everyone who made it possible. (Original) me ayudaron cuando mas lo necesitaba aunque nadie.pudo ayudarme.era algo incredible yo por mi parte pense que no se podia pero Gracias Mr juan campas....si se pudo y muy agradecido con todos lo que lo hicieron.posible

(Translated by Google) Their experience is essential, always available to resolve any questions in your purchasing or refinancing process. your house (Original) Su experiencia es esencial siempre disponible para resolver cualquier duda en tu proceso de comprar o refinancia. Tu casa

(Translated by Google) Thank you to the entire Juan Campa team, excellent service and kindness, recommended 100./.!! (Original) Gracias, a todo el equipo de Juan Campa excelente servicio y amabilidad recomendados al 100./.!!

(Translated by Google) Excellent service, clear information, offering different options to suit each person's needs and convenience, and above all, professionalism. (Original) Excelente atenci?n, informaci?n clara, brindan diferentes opciones a la posibilidad y conveniencia de cada persona y principalmente profesionalismo.

(Translated by Google) Very friendly, answered all our questions, very trained staff, we are very grateful for their service. (Original) Muy amable contesto a todas nuestras preguntas ,su personal muy capacitado estamos muy agradecidos con su servicio

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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