*Note: CPAs may specialize in different areas. Be sure to check credentials and service offerings.*
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.
*Note: Every CPA operates a bit differently. Don’t hesitate to ask questions before committing.*
*Tip: Organize your documents in advance to save time and ensure accuracy.*
*Note: Preparation helps you make the most of your CPA’s expertise.*
*Note: Every CPA is different — take time to find one who fits your goals and style.*
2603 Camino Ramon suite 525A
San Ramon, California 94583
My loan approval was very smooth & hassle free. Thanks to Lennar Mortgage & specially Annie who was my loan officer with whom I was in touch most of the time. Annie always responded in a timely manner and even to smallest of my queries. I hardly remember any time when I had to follow up or send a reminder. Annie is very friendly & always willing to help. This was my first home buying experience and I am thankful to Lennar Mortgage for making me feel comfortable during the whole process and I never felt over
We recently closed on a house in Tracy Hills II. Lennar Mortgage was above and beyond in providing excellent, smooth and seamless process of closing. Our timeline to close was extremely tight from the day we signed the purchase agreement to closure date as we had quite a bit of complex things going on. However, with the great swiftness & precision of Lennar Mortgage loan officer (Meenakshi) and loan analyst (Tina), we were able to close on time! We love our new home. Thanks again Lennar Mortgage!
Working with Lennar Mortgage and specifically with Annie Verber was an exceptional experience from start to finish. Annie is a true professional?knowledgeable, responsive, and incredibly dedicated to her clients. From our very first conversation, she took the time to understand our financial goals and walked us through each step of the mortgage process with clarity and care. Thanks to Annie and the Lennar Mortgage team, our loan process was seamless and stress-free. We closed smoothly and with complete peac
We are very pleased with our experience at Lennar Mortgage. Our loan officer, Meenakshi Singh, was incredibly helpful, friendly, and responsive to all of our questions. She took our calls even after hours and kept us updated throughout the process. We highly recommend Lennar for its seamless process from start to finish. The staff we interacted with were all professional, helpful, and friendly. If you have the option to choose a loan officer, we strongly recommend Meenakshi Singh for the reasons mentioned i
The best decision we ever made was buying our first new home with Lennar Mortgage. The whole document signing process was so easy! Everyone at Lennar Mortgage were so patient with both my wife and I and extremely professional. a big thank you to Brennan and his staff. We couldn't have full filled our dream with out you! Kind regards Angel & Mary Ann
I had the pleasure of working with Anni Verber to purchase my first home, and I couldn't be more pleased with the experience. Anni was incredibly helpful in explaining the entire process in a clear and transparent manner. She took the time to walk me through each step, ensuring I understood everything, and was always proactive in following up promptly at every stage of the loan process. Her support and dedication made what could have been a stressful experience much smoother and more manageable
We truly appreciate lennar Mortgage Team efforts in helping us to reach closure of the loan successfully. It was a pleasure working with Meenakshi and Jennifer. Their professionalism, responsiveness, and attention to detail made the entire experience smooth and stress-free..
I had an excellent experience with Lennar Mortgage, especially with Brennan Lee and Kim Resendez. Their professionalism and attention to detail made the loan process smooth and stress-free. I highly recommend their team!
I Interacted with Annie Verber in Lennar Mortgage Team. She is very Professional . She is very focused on her work , and providing clarifications of all my questions during Loan pre approval process and later completing the Loan Process. She is always available for any small questions during this Journey. She and Her Team member Tina also played Key role in my My Mortgage process.
During my Lennar mortgage loan pre-approval and final approval process Annie Verber was my loan officer. She knows all details even at micro level she answers questions. She is prompt and clear. Thanks. Baldev.
The Lennar mortgage experience was fantastic! (How often do you here that!) Annie Verber was extremely helpful with every step of the process. She is extremely knowledgeable and the attention she gave us was great! We needed to do a fast close, and she helped in every way possible. Annie is a rock star! I would definitely recommend Annie and her team to be part of your home purchase experience.
Had an amazing experience with Lennar Mortgage! Huge thanks to Brennan for the seamless process and exceptional support throughout.
Annie was a big help for me during this critical point in the process. She was very supportive and answered all of my questions with patience and thought no matter not the time of day. She was always ready to help and great at explaining things with extreme details. Overall, I am deeply satisfied with her service and appreciate all the help.
I worked with Brennan Lee at Lennar Mortgage for my home mortgage, and I am thrilled with the experience. From the first consultation to the final paperwork, Brennan provided excellent service that made the whole process smooth and stress-free. He not only showed an impressive depth of knowledge in the field but also demonstrated an extraordinary commitment to understanding my personal needs and tailoring the loan options accordingly. I really appreciated his professionalism, quick responses, and clear com
The Lennar team is amazing. Kevin Cummins at the model homes, Annie Verber loan Officer, Bob Meyer Senior Loan Processor and Lona Calderon at Lennar Title. They are true professionals. They answered all of our questions. They made the process smooth. I would highly recommend them to anyone looking to buy a home. Thank you Lennar team. Sincerely, Valentin, Michelle Viera and family!
Really thankful to Lennar Mortgage team specially Annie who was always there to help. She is prompt to all my queries. The experience is good so far and I hope it will continue like this. The whole process went so smooth. Each and evert step was clearly communicated. It is a process which is very well executed. Thanks a lot again
This was our first home purchase and Annie V our loan officer from Lennar Mortgage made the home buying process a stress-free experience for us. She is very knowledgeable, responsive and always available to answer any questions you may have. It was a pleasure working with her. I highly recommend Annie V as your loan officer.
My husband and I weren't expecting for our first home purchase to be as smooth or as easy as Lennar Mortgage made it for us, specifically our loan officer, Annie Verber. From the start, communication was clear and transparent, and the assistance at any time (literally from the wee hours of a Tuesday morning to 11pm on a Saturday night) was incredibly helpful and so appreciated. Even during the three months between when we purchased and when we closed, Annie was sure to check in frequently and remained avail
I recently had the pleasure of working with Brennan from Lennar Mortgage to close on my mortgage, and I am beyond impressed with the level of service he provided. From start to finish, Brennan demonstrated a high level of professionalism, expertise, and dedication that truly set him apart. Brennan's communication skills were outstanding. He kept me informed at every stage of the process, ensuring that I was aware of any developments and answering all my questions promptly. His attention to detail and commi
We bought a newly constructed Lennar home and Lennar Mortgage made the whole process seamless and easy. Brennan Lee was our loan officer and he was a very kind, honest and always helpful . Since this was our first home, we had a lot of questions and Brennan was patient throughout and helped at every stage of the process by explaining the calculation logic arriving at the numbers. We definitely had a pleasant experience with the Lennar service and would highly recommend.
I had such a great experience with the process and purchasing from builder Lennar and our Lender, loan processor Kim and loan officers (Annie Verber). Last but not least, listing Agent Shelly and Jason. Without all the help from these people, the process of buying our dream home wouldn't come smoothly and quick. I am highly recommended to call Shelly listing agent and Annie to help you out at the first step of looking into Horizon home in River Island. you won't regret it, because the community is so beau
Annie was so communicative during the entire process. She also made herself available anytime I had questions. She made my first home buyer experience stress-free and pleasant. I will definitely continue to use Annie for home-refinancing after we have established some equity in our brand new home.
My experience working with Annie was a pleasure. She is knowledgeable, explains the details very well, is organized and straightforward, allows the customers to ask questions, and is quick in responding to calls or emails. In addition, I was impressed with the quick turnaround time for the completion of the loan process with a short duration for the tentative closing date. I will suggest Annie to my friends.
As first-time homeowner, we really appreciated the support and assistance from Brennan Lee and his team. His team was professional, prompt and communicated clearly. The overall mortgage experience was very smooth for us. Thank you, so much! We love our new home.
Annie and Carlo and the rest of the crew, made the process extremely easy to purchase our new home and everyone was very helpful. Highly recommend using Lennar for your new home purchase!
Lennar Team is awesome! Bought my first home with them and transactions were smooth and fast. They are always on top of updates and giving you the best options. Special mention to Annie, Carlo and Spencer. You guys are the best!
Annie Verber and team at Lennar Mortgage did a very awsome job helping me and my family get our dream home. Fast process and very professional!! Highly recommended!!
Exceptional service and smooth loan process from start to finish handled everything with professionalism, efficiency and care. Communication was clear, prompt response and attention to detail made what could have been a stressful experience, felt incredibly smooth and straightforward.
Annie V our loan officer was great always available and knowledgeable. Answered all our questions and was with us every step of the way. Mortgage process with her was easy. Thank you Annie Verber!
Annie and Carlo were great! They were very helpful all throughout our home buying process. Annie made herself available at any time for any questions and assistance.
Brennan was an excellent during my loan process, he knowledgeable and responses in no time. He patiently explains all the steps from beginning to close the house. Awesome Job, Brennan! Raghava
It was great working with Brennan from Lennar Mortgage. He was available whenever needed and guided me throughout the home purchase process. A responsive and knowledgeable person.
We had a great and smooth experience with Lennar Mortgage. Our loan officer Brennan helped us throughout the process and answered all the questions.
I liked Lennar Mortgage. It was an easy and quick process. Annie, And Kevin both helped us during the processing to buy our house. Kevin, Annie and Lisa thank you all. 5??
Excellent service from Lennar Mortgage team. Brennan Lee, Bob Meyer and the rest of their team were very helpful in securing our loan. Highly recommended.
I was constantly in touch with Brennan from Lennar Mortgage and he was always very quick to rerspond and made sure, everything was smooth. Also made sure that I got the best terms possible.
I had great experience working with Annie Verber. She was great guiding thru my entire home buying journey and was patient when I was not :-D. Pleasure doing business with you.
Annie our loan officer was great and also made herself available any time I had questions.she made my first home buyer very easy.
Annie Verber was such an amazing helper and person thru my home purchase experience. Thank you.
Worked with Annie Verber , she is easy to talk and make you go thru loan step so easy. ??????????
The whole process with Lennar went so smooth, Brennan was great to work with and kept me informed on everything needed to close on our new home.
Annie was very patient with my case and helped me all the way to complete the purchase of my home. I'm very appreciative of her understanding.
Worst experience ever! Completely unprofessional. Request extra documents for a small loan 20 times in a 5-month application period. Some docs have been submitted in Dec and were requested again in March. No respect for customers time at all! I doubt they just hire a bunch of random people to review random doc at random time. Please don't use Eagle Home unless you have tons of time to waste!
Wonderful staff, best team to work with ! Great experience throughout the journey, right from the look out to closing !! Thank you Lennar for making the dreams come true !!
BEYOND TERRIBLE COMPANY. If someone ask you to loan with eagle home mortage prepare yourself to upload documents 40 times just to be asked to re upload them another 40 times. Be asked for several documents over and over and over and over. Horrendous loan process , walk away while you can.
Our Experience was Fantastic , Mr Brennan Lee and Lisa Aldrich was very helpful and cooperative in every stage .This is one of the best services we have ever received. Thank You
Brennan will make your experience will be 10/10. Kept me updated every step of the way
Efficient, professional services, with great customer support and prompt replies.
Quick process will excellent customer service
Made first time home buying a breeze.
I had a wonderful experience with Lennar Mortgage. Loan officer Meenakshi Singh is knowledgeable, efficient and made the whole process very easy and seamless. Thank you Meenakshi ????
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.