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Land Home Financial Services - Mt Shasta

Land Home Financial Services - Mt Shasta

Reviews Summary

Overwhelmingly positive reviews highlight exceptional service, with frequent praise for professionalism, responsiveness, and going above-and-beyond. Customers consistently note seamless processes, clear communication, and genuine care during home purchases/refinances. Many emphasize competitive rates and stress-free experiences, even in complex situations. A few mention minor post-closing issues, but the vast majority strongly recommend the service, often citing repeat business and referrals. The team is described as knowledgeable, patient, and remarkably efficient, frequently closing deals faster than expected while providing personalized attention.

About This Listing

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.*

Contact Information

Address

622 N Mt Shasta Blvd

Mt Shasta, California 96067

Visit Website Call Now Get Directions

Hours

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

Customer Reviews

Melanie was amazing to work with. She was incredibly on top of everything, kept us on track, made sure the Title Co. was doing their part, and ultimately helped us to close on our new home faster than we expected. Her office was always available for questions and responded within minutes. My wife and I felt like she genuinely cared about our unique situation and she worked hard to make it easy on us. I highly recommend Melanie Mayberry and Land Home Financial Services in Mt. Shasta.

Melanie and Jennie are both awesome to work with. With this crazy market, they both kept us informed to market changes as it took almost 6 months to sell our house in Sacramento before we were able to move to Siskiyou county. While their rates were extremely competitive, their service was exceptional. I would highly recommend the personal service they provide over using an online quote farm.

Melanie and her team are absolutely wonderful!! My first experience with them was back in 2013 when I purchased my first home. Melanie was so great throughout the whole process, very kind, patient and knowledgeable. Fast forward to June of 2019 I decided to refinance my home. I looked into a couple companies and nothing felt right, infact it felt like I was doing more work than them. Finally a light bulb turned on and I decided to reach out to Melanie. Within 1 day she basically had me approved and on my wa

Melanie and her team did a wonderful job. I feel like they were always looking out for our best interest. Melanie was patient and kind when I was impatient and stressed at times through the process. Also, when a part of the titling was not correct on the closing documents, Melanie and her team quickly amended the paperwork and still helped us close on time! Right before Labor Day Weekend in the middle of a pandemic! I'd say that's absolutely outstanding service!

Melanie and her staff were awesome to work. This is my second time working with Melanie (a refinance). I have refinanced more times than I would like to admit and Melanie and Jennie are, by far, the easiest and most helpful that I have ever worked with. There were issues in the beginning (not because of either Melanie of Jennie) and Jennie sailed me right through them with ease (thank you!!) I was able to shorten my loan to save myself thousands of dollars, on Melanie's recommendation I would recommend u

Melanie is the best! She and her team go above and beyond, they are so kind, responsive, and invested in their clients. Our refinance process was incredibly easy, and we are so thankful to have Melanie and her team to work with. We highly recommended Melanie to anyone looking to buy or refinance.

Melanie is one of the best - and I've been through 2 other mortgage companies so I can tell you she is the cream of the crop. She went above and beyond to help us close not only on time but a day early! She's knowledgeable, Keeps you in the loop and quick to respond. Jennie is also amazing and together with my realtor, they were all truly our dream team.

Melanie worked with us to finance our home purchase in 2019, and to refinance in 2020. She reached out to us about refinancing when interest rates had dropped significantly, which we really appreciated. Both times it was seamless and pleasant, and Melanie worked so hard to make sure everything was perfect!

I recently utilized Land Home Financial Services for the purchase of a home in Humboldt County. This is the second time I have worked with this company and specifically Melanie Mayberry. Melanie is very professional and prompt. She is very easy to work with and provides competitive rates through her company as well. I worked with Melanie once before when bought a home in Siskiyou County 5 years ago after struggling with a national mortgage provider. She came to the rescue and made a challenging situation an

My husband and I really thought we were going loose the house that we had been in contract on for almost two months with another lender. Melanie and her team stepped in and saved it in less than two weeks. They are amazing and I will be recommending them to everyone I know. We are home owners right now due to their hard work and dedication.

I'm SO glad I went with LHF for my refinance. Melanie and Jennie were extremely helpful, patient, informative & kind throughout a complicated loan process! Everything worked out in the end, thanks to their perseverance and I got a fantastic rate. I wholeheartedly recommend Land Home Financial! Thanks Melanie and Jennie, you rock!

Melanie and Jennie are amazing! They made the whole process seem so smooth and were always there to answer any questions or help explain anything I needed to know. She even helped me get a lower rate than any other loan company and helped me find great home insurance. Thank you so much for helping me and my family buy our first home.

Melanie Mayberry and her assistant Jennie are the most prompt, friendly, honest and sincere businesswomen I have ever had the pleasure of doing business with, for the 2nd I might add. The 1st time was 4 1/2 years ago when I purchased my house. The 2nd time was recently for a refinance. Both times the whole process went smoothly. They explain everything every step of the way. I would highly recommend Melanie at Land Home Financial if you are looking for the best!

I've held off for several month to see if the issues could be resolved, but they have not been, so I decided it was time. Melanie and Jennie are nice enough and worked hard to get my business in the beginning. The biggest problems came once the loan was closed. There were a few problems along the way, but the major problem dealt with the amount that was calculated for my impound account to go towards insurance. They only calculated in a portion of my insurance policy for my escrow account. Shortly ther

Melanie and her assistant were absolutely perfect to work with. Always willing to explain the loan process. They were always charming. They moved into a new office building while they were working with us. They had made it the most welcoming place to come to.

First time home buyer and I am so grateful to have worked with Melanie and Jennie during our home buying process. They answered any and all questions we had, and the whole process went so smooth! Highly recommend.

Melanie and her staff are absolutely amazing. They go above and beyond to ensure that your loan goes through. I HIGHLY recommend using her services for your lending needs.

Both Melanie and Jenny at Landhome Financial gave us superior customer service!!! They were quick to answer all our questions, which were few because they give you so much information up front and every step of the way!!! We will definitely do business with them again!!!

Melanie is a great person to work with. She was a calm and kind presence in what can be a stressful situation. I can tell she puts people before profit.

The best in the business! I have received top notch service the two times I've used Land Home. They make the process simple and easy.

I'm very grateful for Melamie and her office staff who were very helpful and resourceful in helping me refinance my home!

Melanie and Jennie at LHFS went above and beyond on helping us purchase our new home and I would highly recommend them to anyone

We had a great experience with our refinance and would highly recommend Land Home Financial to anyone.

They took care of everything so efficiently. I was amazed at how quickly they got me through the refinance of my house.

Melanie is very easy to work with. I recommend her service 100%

Great service. Warm and friendly. Super easy to work with. My first choice for home buying.

Friendly, professional, fast and extremely helpful. Highly recommend.

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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