Kory Kavanewsky

Kory Kavanewsky

Reviews Summary

Customers consistently praise Kory and his team at CMG Mortgage for their exceptional service, professionalism, and responsiveness. They highlight seamless, stress-free processes, clear communication, and thorough guidance at every step. Many note repeat experiences, emphasizing trust, competitive rates, and efficiency. First-time buyers and seasoned clients alike appreciate the team's patience, transparency, and willingness to go above and beyond. The consensus is overwhelmingly positive, with frequent recommendations to others.

About This Listing

Business Consulting
Tax Preparation
Tax Planning
Budgeting
Forecasting
Financial Advisory
Real Estate

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Individuals seeking tax prep, retirement planning, or financial advice
Small business owners needing bookkeeping, payroll, or tax compliance
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Investors with capital gains or rental property income
Anyone looking for year-round financial guidance and peace of mind

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First-Time Clients

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Documentation Bring your most recent tax returns, income details, and any financial concerns
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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

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Features

Business Consulting
Tax Preparation
Tax Planning
Budgeting
Forecasting
Financial Advisory
Real Estate

Contact Information

Address

1033 B Ave Suite 105

Coronado, California 92118

Hours

Sunday Closed
Monday 8AM-5PM
Tuesday 8AM-5PM
Wednesday 8AM-5PM
Thursday 8AM-5PM
Friday 8AM-5PM
Saturday Closed

Customer Reviews

We are beyond grateful for the experience we had working with Kory as our lender. From start to finish, his communication was outstanding?clear, timely, and incredibly helpful. He moved so quickly that we were actually able to close earlier than originally planned, which was great for us. After interviewing several lenders, we chose Kory because of his deep expertise with VA loans?and we're so glad we did. His knowledge was extensive, and even our realtor (who has worked with many lenders) said he was the

This is the third time we have worked with Kory Kavanewsky and his team at CMG Financial to purchase a home and we cannot say enough good things about the experience! Everyone at CMG is extremely nice and helpful and they make the whole process flow smoothly. Kory answers all your questions quickly and often offers beneficial insights into the best way forward with a purchase. We have been extremely happy with our dealings with Kory and have recommended him to our daughter, brother and sister-in-law, and

Kory and his team ... outstanding service, very professional, communication is very important and they definitely kept me in the knowing with everything, they even help me close escrow a few days earlier which was very helpful. Thank you so much for been part of this journey with me, definitely could not have done it without you all.

Kory and his team are unsurpassed. We have used his services for multiple mortgage needs and continue to be impressed. Note that Kory handles multiple states and his expertise extends beyond California. So if you are looking for a platinum service for your mortgage needs speak with Kory. He is our go to mortgage guy.

We have worked with Kory and his team on several loans and refis. He and his associates are always professional, personable and communicate often during the process. Whenever we have questions we receive quick responses that lowers the potential stress levels. My wife and I highly recommend Kory to you!!

We have used Kory and his team for now 4 homes and each time they are organized efficient and amazing communicators through every step of the process! We can't recommend Kory and his team enough! Thank you for another smooth closing!

Rebecca was amazing at getting us pre-approved quickly so that we could get our offer in. Once our offer was accepted she was on top of us to get all the necessary documentation for a fast closing. Not only did she direct all the paperwork but she was kind supportive and empathetic around this major life decision. CMG made the difference in helping us achieve the purchase of our home. You will be in excellent hands by choosing CMG."

Awesome! Great all around experience. We just finished doing two loans on separate properties with Kory and his team. We started with one and it went so smoothly that we decided to do the second. Great communication and documentation all around.

Thanks for all your team's help! We're so glad my brother referred us to you. Working with Rebecca has especially been great. She has been super responsive, offering her expertise and guidance along the way. She always made herself available to us, regardless of how silly our questions could be. She worked with us on every detail and aspect of the loan process. For anyone searching for a mortgage loan, we highly recommend CMG Home Loan. We really had a very positive experience.

"Kory was available and always returned my emails and phone calls promptly. I'm not versed in the ways of mortgages and loans Kory was patient and answered my rudimentary questions with respect and clarity. He and his team are top notch. Should I have further real estate dealings I'll be consulting with Kory."

Kory and his team were great. He gave us good advice all the way through preparing for a refinance. He helped us through some challenging circumstances to get the best rate possible.

We had an incredible experience working with Kory and his team. There was transparency every step of the way and Kory was always willing to take the time connect and answer questions that we had. We look forward to working with CMG for years to come!

Great experience with CMG Home Loans! Kory and his team are outstanding and attentive to every detail of the transaction procedure helping me along through every step of the home loan application and purchasing process

For a first time home buyer Rebecca made it easy for me. She kept me up to date let me know what I needed to do and was quick to respond if I had any questions. I will definitely be using CMG loans in the future!

Kory and his team provided us with amazing service during the process of obtaining a loan for our new home. Kory identified various loan options that could work for us and assisted us in selecting the loan with the most favorable terms for our situation. He and his team communicated regularly and frequently to keep us apprised of the loan status and were very responsive to our calls text messages and email requests. We have utilized Kory for several re-fi's and now this new home purchase. We are extremely s

This was by far the easiest most transparent and efficient mortgage process I've ever been through. The rates and associated fees were highly competitive and the customer service was second to none. Regarding Kory he was the first person I spoke to at CMG. During our first call he made sure I completely understood the entire process and answered any questions. Everything that transpired during this logical and stress-free process was exactly as he described with no hidden surprises. When I did have addition

I am so glad our Financial Planner recommended Kory at CMG! We have done a couple refi's in the past on our former San Diego property and everything went smoothly and timely. At the end of last year we decided to move out of state to AZ and Kory was there to guide us through the process of the purchase as a second home. Our AZ realtor was also super impressed with the CMG team! Once we sold our San Diego home and the rates came down a little we reached out to refinance our AZ home. Again the CMG team is ver

Hi Kory, You have helped us refinance in the past, and our experience has always been great. We were not expecting to do another lateral move in Coronado but when the possibility became a reality we knew we had to act fast. We also knew we could count on you to make this happen quickly and calmly which was reinforced by agent and our escrow company. Communications from you and your team were professional and thorough, keeping us in the loop during the process from beginning to end. Thank you for making our

Kory was amazing. I was selling my house in Virginia and while in escrow I applied for a loan and all the critical documents which were all online. After my house closed Kory's company helped me get home insurance and navigate the California's unique regulations. Finally the sale completed very quickly. I myself would highly recommend his Company and services like people who would explain things coordinate and so much more.

I couldn't be happier with the superior service Kory Kavanewsky and his outstanding Team at CMG Financial provided me again in another home purchase and refinancing action. From the beginning to end Kory and his Team made the financing process extremely easy and they did it in record time. I highly recommend Kory and CMG Financial for any home financing needs. I look forward to the next transaction with them!

I just experienced the easiest, friendliest, and professional mortgage refinance on my retirement home. For someone like myself with an average Credit Score, CMG did an awesome, easy and quick home refinance approval without any issues. Kory and his team at CMG treated me like I had the best credit ever. CMG Mortgage saved me thousands of dollars with the refinancing. I was so happy with the convenient online Help assistant they provide to you 24/7. No question was an embarrassing or bad question. Custom

Kory is exceptional at what he does. I really appreciated his professional approach and great care with my re-fi. I was unsure how the process would go given it was entirely managed out of state but Kory had everything in place to ensure the transaction was efficient accurate and done in a timely manner. I really cannot thank him enough making sure everything went smoothly. I highly recommend Kory and CMG Financial.

This is not my first experience with Kory Kavanewsky and his team and it will definitely not be my last! My refinance was smooth as silk thanks to Kory and his team. Every step of the way each member of his team was available to answer my questions and willing to explain any concerns I had (which were few since I was told what to expect every step of the way)! They were also very quick to respond. Even after my closing Kory and his team reached out to confirm that I was happy with the process and didn't hav

"This is the 4th lending process I have done with Kory and his team. I have a lot of questions and like details and their communication is prompt and thorough with a high level of expertise. Sometime along the way I tried another resource for a refi suggested by a friend. It was so challenging...never again! Their process was seamless again and we got to close early. I hope there are future opportunities to work together."

Kory and his team are amazing! They are incredibly responsive and keep you informed throughout the entire process. They are kind, friendly, and helpful when needing clarification and understanding of the process. Kory explains options and sends communication along the way of what to expect. I feel lucky that I was able to go through this process with Kory and his team, such a positive experience!

I have known Kory and his team at CMG through many years and several loans. They are a terrific group and always remember me when I call over the years. I would recommend them 200% as I have never had better service. Having been a lender for my career, I know a good team when I see them perform at such a high level.

Kory has a track record that is unmatched. We first began working with him back in 2011 and found him to be a voice of reason during many uncertain times in the housing market over the past 13 years. I would recommend anyone to Kory - from the first time homebuyer to the most seasoned investor. He has options for everyone. Tell him what you're trying to do and he'll lay out the best options to get it done!

Kory Kavanewsky exceeded our expectations in every way! In forty years of business we have never met a better lender who is more caring and professional. We were comfortable with contacting Kory at any time during the process and we always got a prompt answer. We have worked with Kory twice and look forward to working with him again.

This is the fifth loan/refinance with Kory and I'll definitely seek Kory again to finance my next next house. His team consistently beats rates offered by NFCU and USAA plus their customer service is second to none.

I started the homebuying process many months ago when I first contacted Kory. There were many ups and downs for my wife and I with our house on and off the market and the VA loan. Many things happened that were outside of our lenders control things that were very frustrating. Kory and the CMG team kept us updated every single step of the way and went above and beyond to help reach out to other people involved in the process such as realtors in order to make sure everyone was on the same page and things were

It was a pleasure working with Kory and also working with his team. Kory is a true professional who provided accurate and timely information. Kory was always and I mean always available. He was responsive via email phone and text messages. He ensured that I was informed through every step of the process. I couldn't be happier on more complimentary about Kory. Thanks again.

Forever our go to Branch Manager when in need of a loan! "Kory is always available even when we are just considering a loan. Way to stick with us Kory. We finally did it. Jake Daniels is fantastic. Really appreciate his efforts communication and getting it done. Thanks guys!!! Stay well."

Purchasing a home can be very stressful. Kory and his team worked hard to make our home buying process as stress-free as possible. We had a difficult Title / Escrow company. Kory stayed on top of things to make sure nothing slipped through the cracks. He helped facilitate corrections on everything the Title company got wrong. I'm not sure we could have completed this transaction on-time without his team's excellence. This is the 2nd time we have used Kory for our home loan. He will be our top recommendation

Kory came highly recommended and I am so happy with the decision to work with him. Kory and his team made the buying experience seamless and we truly appreciate their time and effort. I highly recommend Kory and team to anyone that is looking for the best quality service timeliness and professionalism.

Absolute please working with Kory and his team. Hands down the best in the business. If you are even thinking about buying a home. Reach out to Kory and he will break down the entire process and help you every step of the way. Highly recommend!! Looking forward to working with CMG again. ??

Kory and his team are TOP NOTCH! Their attention to detail, their care, and follow through is absolutely FANTASTIC!

This was our first loan and Kory was incredibly helpful in educating us and guiding us through the process. He was very patient with us and we really felt like he had our best interest in mind. Additionally he was very responsive and available at almost any time or day. We would certainly use them again.

Kory Kavanewsky and the CMG team did a phenomenal job with our recent home purchase. The team went above and beyond to make us feel comfortable and was always available to answer any questions we had. I would definitely use them again and recommend them to my friends and family. Thanks!

This was the easiest mortgage experience I've ever had (out of the four that I've done)! I'll be returning to Kory's team for any future needs. Estimates were accurate, uploading documents was easy and clear, the team was communicative and responsive and never made me feel rushed. Highly recommend!"

I am active duty Navy and I did not expect to buy property when first being stationed to San Diego; however, after talking with Mr. Kory Kavanewsky and his team and network in Coronado, he walked me through the process and possibility of owning property. He and CMG were incredible professionals and experts who patiently guided me through the process. He and his team successfully navigated the VA loan program to get my property approved in excellent timing and promptly responded to all my questions so that I

My wife & I just finished working with Kory and CMG Mortgage, Inc. on the purchase of our first house. He was an invaluable source of insight for any financial questions we had about buying a home, and was a proactive communicator at every step of the escrow process. I would recommend him to anyone looking to purchase a home in San Diego.

Kory spoke to my son on one occasion as he was getting some data about the pros and cons of various loans. Without asking my kid's permission, he ran a hard credit check which, of course, hurt my kids' credit he works hard to keep high. The worst part was, Kory didn't tell my son until AFTER he ran the check, never having permission. My son thinks Kory does this to lock people into working with him. BEWARE before you call this guy and be careful who you talk to!! Kory asked me to clarify that he did tec

Kory and the team at CMG have been wonderful. As first time home buyers my husband and I had a lot of questions as we worked through the home loan process. At the initial meeting Kory sat down with us and made us feel extremely comfortable as we discussed the loan process and initial numbers. Once we started the pre-approval process Jaclyn, Bill, Heather, and the other team members were extremely helpful and responded very quickly (whether via phone, email or text) - they made it feel like we were their onl

Kory and his team helped us with a mortgage when we bought our first home. Since then we have used his services to refinance our home two times. He is knowledgeable, honest and always willing help! Wouldn't recommend anyone else!

Thank you so much for your partnership in processing and closing our loan so quickly! We are thrilled about our new home and really appreciate your follow through and diligence. You were all so responsive to questions we had and kept us informed of the loan package status. We are very appreciative and will continue to refer our friends and family to you!

Kory and his team were fabulous (as they have been on my last 2 loan closures--this was number 3!). Professional clear communication and on-time closing. Consistently looking out for our best interests. Simply amazing!

CMG Home Loans: Kory Kavanewsky From start to finish you and your team met or exceeded our expectations. In today's atmosphere it is very seldom that people or organizations fully deliver on what they say they are going to do versus what is delivered. You all without a doubt followed through on what was promised and provided us us with all the deliverables."

Kory Kavenewsky and CMG Mortgage provide incomparable service, great rates and are very responsive to their customers. I would not consider financing a mortgage with any other company. When I need a mortgage or to refinance a mortgage, I simply contact Kory and know that the service will be provided professionally and at a great rate.

Kory's team at CMG Mortgage is phenomenal, by far my best experience with a loan company to date. Responsive, informative, and completely dedicated to his clients, I will certainly be using this company again with our next purchase!

Highly knowledgeable and communicative team. I'd give 6 stars if I could. I have had 2 home loans with CMG, my sister had 1, and I have referred Kory & CMG to dozens of clients over the last 15+ years. I receive no compensation from CMG for the referral. Not every client chooses to work with CMG, but they appreciate the second opinion and honest assessment of their situation.

Kory and his team are truly extraordinary! am a CPA so I handle many loans for many clients and this was by far the simplest smoothest transaction that I have ever been involved with. Thank you Kory for doing the job right the first time and for the communication along the way.

Kory and his team did a wonderful job answering all of our questions and keeping us informed through out the whole process. As first time home buyers it was very reassuring to know that we had an experienced company like CMG to lean on for guidance.

Kory and his team were responsive professional and simplified the whole process of buying a new home. This is my second time using CMG. I have recommended several friends and family members to them who have all had similar positive experiences.

I shopped around for a lot of different lenders and CMG had the best rates, bonuses, and provided stellar customer service. The original lender I had provide pre-approval said they were shocked that someone could offer such good rates in this crazy market. Everyone on the CMG team was professional, nice, and helpful. It was a super easy process for our first home!

We loved working with Kory & his team! He was recommended by our trusted rental property manager in Hawaii. We're currently located in NY but that didn't stop him from doing an amazing job! He was always just a phone call away & if he was busy at the time, he'd call us right back. Kory made sure he answered all of our questions thoroughly & didn't hide anything from us. Everything was up front, in black and white. Didn't make promises he couldn't keep. We've already recommended him to a few people! He's lic

Kory and the CMG team provided phenomenal service and made our refinance as smooth a process as it could possibly be. We would absolutely recommend Kory to anyone in need of home financing assistance and will certainly circle back to CMG ourselves for any future endeavors.

We recently completed a refi of our home mortgage with cash out to do some remodeling. The team at CMG-Coronado did an excellent job of keeping us informed throughout the process and completed the loan as committed. Best of all the interest rate and the cost of the refi were both considerably better than what the bank (which held the current mortgage) was offering and the entire loan was completed months faster than the bank was committing.

There are never enough words to describe the level of great customer service and care that Kory and his team deliver. We have the good fortune of working with Kory multiple times. Kory is the epitome of excellence. His knowledge of loan products, ability to trouble shoot, and commitment to client satisfaction is unmatched. We have and continue to refer friends and acquaintances to Kory and all are equally as pleased with their experience. Do not hesitate to contact Kory to see how he can help you as well.

"The whole experience from beginning to end has been so amazing. I began this journey with no knowledge other than I wanted to purchase a home in Montana. I had contacted a couple mortgage companies in the Montana area without success as I just was not comfortable. One day I decided to call a local company as I had a question about mortgage rates. I hadn't called a company in Coronado previously as I had a feeling they dealt with very high end homes and mortgages and my situation was very meager in comparis

Kory, Bill, and the CMG team were by far the best loan officer/company we could have used. We highly recommend them and have already recommended them to multiple people. My friend recently refinanced with them and is saving $1k a month. Her previous lender had no idea how her refinance rate was so good. My boyfriend and I were first time home buyers looking for a starter property to live in for a few years that could be used as a rental property in the future. We were shopping around for lenders (we were lo

Exceptional communication, clearly a team effort to go above and beyond to place customer needs above all else! This was the 3rd home Kory and his team have helped us close; we keep going back to them for a reason, they are phenomenal!

This was a refinance. We got a great loan and we're able to reduce our mortgage payment significantly. There were a lot more forms to fill out than there was 5 years ago. I am amazed at how Kory is abreast with all the complexities and how quickly and efficiently he navigates the process.

Kory and his team were communicative and responsive from the start. They were supportive of our needs and always available to assist. We would highly recommend CMG Home Loans to a friend or family member.

I have purchased many homes over the years and used several different mortgage brokers and lenders. Kory and his team at CMG are the best of the best. I was given so much personal service and felt CMG was working very hard to make our dream come true. Kory was very reachable and his team works very well together to get the job done quickly. They have very good loan options and creative financing. We closed on our home in Coronado in 12 days. It was fast and painless. I can't recommend Kory and the CMG Finan

We had an extremely difficult file. Kory's team really stuck with it and with us until we were able to get the transaction done. I really appreciated their willingness to support us in our efforts to get an All-in-One loan. (loan closed in late 2021)

Nothing but praise for Kory and his team. This is our 3rd time using Kory and his amazing team to purchase a home, this time while no longer living in California. From the moment we contacted him until the close and even after, Kory and his entire team have kept open lines of communication, stayed extremely organized and ensured all of our questions were answered. The title company in FL where we closed on our home even commented on how organized and ?on top of it? Kory and his entire team are! We are so ha

I have worked with CMG Mortgage over the past 15 years. They have led me through the home purchase and re-finance process multiple times. The are efficient and follow up regulary letting me know when it is an optimum time to re-finance. I cannot recomend Kory and his team strongly enough.

Kory provided exceptional advice and personable service. I am amazed at how fast and painlessly he and his team expertly processed our loan. It was a genuine pleasure working with them.

Kory called me back the first time after I had reached out to him on a Saturday. He and his team were very professional kept me up to date at every step of the process and were extremely efficient throughout the entire process!

Kory and his team are knowledgeable, courteous, and very prompt in both executing necessary tasks and answering all questions. We have used CMG Mortgage Inc. several times in the past and their service has been consistently outstanding. Thanks and keep up the excellent work!

"The loan process went very smoothly. All interactions with Kory and his staff felt very personal. I also felt the information provided by Kory helped me understand the process and he was very easy to get a hold of when we had questions. I would definitely work with Kory again."

Kory is a top-notch professional. His team is organized and professional. I would recommend Kory to family and friends all day long! Ask about the AIO loan. Smartest loan in the country.

Kory did a great job advising us on the best loan product for our second home. He was friendly, knowledgeable, and communicated well.

"Kory and his team did a great job on our Coronado Shores condo refinance. We ended up with a great loan terms and rate and his team made the process smooth and easy to navigate. I would recommend his team to family and friends and would use them again."

Kory and Team are simply the best ever at what they do! Would not even consider using anyone else ever. Trust is hard to develop and Kory has more then earned ours! Thank you!

Kory and his team are exceptional!! From the very beginning to the the very end, we felt that Kory and his team were on top of our transaction. They communicated effectively with us - always kept us up to date on what was happening, what was needed, what were the next steps. The team was extremely organized - providing us with lists of items needed and following up when needed. We know Kory has other clients, but he always made us feel like we were his only clients. He was available to talk whenever we had

Kory Kavanewsky is exceptional at what he does, and I really enjoyed working with him. He is very professional, and everything went smoothly. All my future business will be with Kory.

I just closed on a home, one I never thought would be possible to have. Kory and team CMG ensured that it happened without stress and delays. It was the second time I used Kory as a loan officer and if there will be a time we buy again we will use him again. Kory provided us with a competitive rate but even better, an extension on the rate longer then any competitor without extra cost. My wife and I predicted the rate hike and extended beyond 6 months, a move that worked out perfectly because of Kory?s unde

We loved working with Kory and the Kavanewsky team! They were always there to answer our questions and Kory was very knowledgeable. 5 stars! His staff was professional and accommodating. They made an otherwise stressful event of buying a home smooth and easy. Kory made sure to help us every step of the way and his team was very organized and efficient, communicating with us as needed. We will be using them again and have recommended them to others that have felt the same way.

Kory and his team are true professionals. I will recommend them to anyone who is buying a home or even just refinancing. They make an extremely stressful process very easy. And even under 24 days. Thank you!

Kory Kavanewsky and his team treat you like family. During our entire refinance process Kory was attentive and involved. There was never a time where a phone call or email wasn't tended to in a timely manner. My knowledge and understanding of the refinance process was very limited, and Kory was patient in explaining the pros and cons of each and every decision that had to be made. We are very happy with our decision to refinance and feel like Kory helped us save a solid amount of money each month.

"Kory and his team of professionals makes the loan process as smooth as possible and they have superior follow through during the entire process." They've done a superior job every time we worked with them.

Kory came recommended by a friend who had a great experience in buying his first home. This was our first time buying a home and going through this process, so we had a lot to learn and lots of questions to ask. From the start, Kory was quick to respond when we reached out, and very patient with us the whole way through. Kory was highly professional, while still bringing a personal touch that was warm and didn't make us feel like we were dealing with a large corporation. We really appreciated that Kory and

I hadn't been through the home buying/borrowing process in over 10 years and had long since forgotten what all needed to be done. Kory walked me through every step of the process clearly and professionally. He made me feel very confident that everything was being taken care of and that I was in good hands. Throughout the process, Kory was available every time I needed; including over the weekends while I was submitting offers on prospective homes. He went above and beyond by calling the seller's agent on my

Kory was professional and did a great job getting our re-fi done. Creative, effient, very easy and nice to work with. Would use Kory again!

Great job done by Kory and his team. There was never any doubt about what was going on throughout the entire home buying process. This was my third home purchase and this was definitely the smoothest.

Kory was kind, responsive, and transparent in his handling of our prequalifying and eventual loan processing for our mortgage. He and his associates were very patient with all of our first-time-homebuyers questions, and we always available with answers within minutes of our inquiry. All signing and document gathering was easy and straightforward. All in all, very happy with our choice to go with Kory and CMG financial. Highly recommend especially for 1st time homebuyers!!

I worked with Kory and his team at CMG for the financing of my first home and I couldn't have asked for a better experience. They walked me through every step of the process and were thorough and responsive to any questions I had. I would recommend them to anyone looking for a knowledgeable and kind team to finance their future home with!

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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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