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Lee Chieng, Certified Mortgage Advisor in Bay Area - General Mortgage Capital Corp

Lee Chieng, Certified Mortgage Advisor in Bay Area - General Mortgage Capital Corp

Reviews Summary

The reviews consistently praise the mortgage professional for exceptional expertise, personalized service, and outstanding results. Customers highlight deep industry knowledge, patience in explaining complex options, and skillful negotiation to secure favorable terms. Many note remarkable responsiveness, availability beyond standard hours, and meticulous attention to detail throughout the loan process. First-time buyers particularly appreciate clear guidance and stress-free experiences. The professional is repeatedly described as trustworthy, compassionate, and highly dedicated to client success, with multiple reviewers emphasizing they would enthusiastically recommend her services to others.

About This Listing

Bookkeeping
Accounting
Payroll
Tax Preparation
Tax Planning
IRS Representation
Financial Advisory
Real Estate
QuickBooks
Xero

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

Bookkeeping
Accounting
Payroll
Tax Preparation
Tax Planning
IRS Representation
Financial Advisory
Real Estate
QuickBooks
Xero

Contact Information

Address

1601 S De Anza Blvd suite 260

Cupertino, California 95014

Visit Website Call Now Get Directions

Hours

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

Customer Reviews

It's a pleasure working with Lee! She is not only professional, knowledgeable, but also easy to work with. Our qualification was not strong to obtain a full doc mortgage loan. However, she was able to make it for us. We are very grateful! I shall highly recommend her to my friends for their mortgage loan needs.

Lee was wonderful to work with! Her loan process expertise and knowledge helped close our deal very quickly. She was extremely responsive to my questions throughout the entire process and was always punctual and professional. Her expertise and attention to detail made our loan financing experience smooth and efficient.

Lee takes time in providing loan options, discussing pros and cons of each, and answering questions clearly and to the point. She always responds her emails and texts promptly and does what she promises to do. She also takes my concerns as her own and provides wise insights to help address the issues. She provides her service professionally with a deep compassionate touch, understanding the underlying problems. I would giver her 10 stars if I could.

Working with Lee Chieng was an absolute pleasure from start to finish! As a first-time homebuyer, navigating the mortgage process seemed daunting, but Lee's expertise and guidance made it smooth sailing. From our initial consultation to closing day, Lee was always available to answer my questions and address any concerns I had. What sets Lee apart is his personalized approach. She took the time to understand my financial situation and goals, then tailored a mortgage solution that perfectly fit my needs. He

Lee is an excellent mortgage advisor to work with. She will always make sure to listen all your queries patiently and then answer them until you are satisfied. She is great with following up at every critical step and suggest good strategies to maneuver. Highly recommended. Thank you Lee for all your help!

Lee You're a dependable member whom we can always count on to complete loan process ." "Your consistent performance and ability to be relied upon in a variety of situations truly amazing. Excellent work very patient and well spoken very talented . I would recommend you to anyone . Thanks again very professional and hold yourself strongly in a challenge . Thanks again . Your the BEST ?? (Felicia ) god bless you .??

Bestest-ever experience with Lee. Her prompt, proactive, and "customer first" approach helped us ease into our home buying. What an experience !!! HIGHLY RECOMMENDED.

Lee is fantastic and a joy to work with. She does her best to help you understand the the home buying process from all aspect to the best of her ability. She does a great job at laying out and making sure you understand all your financial options and the differences between various home loans. She is responsive and quick to answer questions or host a meeting to address your needs. I highly recommend working with Lee!!!

Lee is a veteran in the mortgage industry. She is very knowledgeable, trusted and professional. I have worked with her for over a decade closing loans and escrows. Her clients are always satisfied and well taken care of throughout the whole loan process. I highly recommend Lee as your go to person for your home loans.

Lee isn't just one of my favorite lenders; she consistently exceeds expectations by always being available and explaining details thoroughly to borrowers. Her willingness to make time outside regular hours shows remarkable dedication and accommodation. Lee's meticulous attention to detail ensures that borrowers grasp every aspect clearly. I highly recommend Lee to anyone seeking competitive rates and exceptional service.

Lee was a pleasure working with during our first home purchase! We had very limited time due to a short escrow period, and she made sure to get everything prepared in a timely manner, as well as constantly checking in with us to make sure we understood all steps throughout the process. She communicated with all parties involved efficiently and we really appreciated her availability throughout the entire process. For first-time homebuyers especially, Lee is a great advisor to work with as she is very patient

Lee Chieng Saved Me a Fortune on My Mortgage! As a first-time home buyer, I was completely lost until I found Lee Chieng. From the start, she patiently explained everything and understood my goals. Lee's expertise really shone through - she compared multiple lenders, negotiated tirelessly, and recommended the perfect mortgage option that will save me tens of thousands over the life of the loan. Beyond just finances, Lee guided me through the entire home buying process flawlessly. She connected me with a g

Lee is a very experienced mortgage specialist. She has assisted me with multiple purchases and refi's, always providing the best loan options and rates. She is extremely well versed in different loan products and lending guidelines which helped facilitate every real estate transaction smoothly. She will also take the time to explain loan terms and go over your questions. I always felt confident and secure that I was receiving the best support and expertise in the loan industry. I would highly recommend Lee.

Lee and her team were on the ball as usual. They moved quickly, dealt with or helped deal with issues that arose, and got us a great rate!

Lee is always one of my favorite Loan Agent who I always go to. She is very helpful, knowledgeable and always think from the customer perspective when it comes to mortgage loan related services. I highly recommend her.

Lee is a consummate professional with extensive knowledge in the mortgage services field. My experience with Lee provided me tools and skills needed to make an informed decision about my future housing options. I highly endorse Lee for your mortgage needs.

I bought a house with Lee Chieng in SF Bay area and also re-financed the same with her 1 year later. She is very professional, explained all my options patiently and navigated complex home mortgage financing domain skillfully throughout the process. Too bad she was qualified only in state of california and I could not access her help for buying property in city of Atlanta, I wish her best of luck and highly recommend

Lee Chieng is the most dependable person I ever met. Very caring and accommodating. I will always recommend her to all my friends as I've been doing .

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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