Marquee Funding Group, Inc.

Marquee Funding Group, Inc.

Reviews Summary

Marquee Funding Group receives consistently outstanding reviews for professionalism, reliability, and exceptional customer service. Clients praise their knowledgeable, responsive, and courteous team, highlighting seamless transactions, clear communication, and creative solutions for unconventional needs. Many emphasize long-term trust, high returns on investments, and efficient loan processing, often recommending them as a top choice for private lending. The company excels in both personal and professional interactions, making clients feel valued and confident in their services.

About This Listing

Tax Preparation
Tax Planning
IRS Representation
Financial Advisory
Estate and Trust Tax
International Tax
High-net-worth Individuals
Real Estate
QuickBooks
Xero
GAAP Compliance
State-Specific Experience
Multi-state Experience
CPA License

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

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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
IRS Representation
Financial Advisory
Estate and Trust Tax
International Tax
High-net-worth Individuals
Real Estate
QuickBooks
Xero
GAAP Compliance
State-Specific Experience
Multi-state Experience
CPA License

Contact Information

Address

24025 Park Sorrento UNIT 150

Calabasas, California 91302

Hours

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

Customer Reviews

Max Stone and his team at MFG is the best and most professional money lender you can find. Max does what he says and the processing is seamless and timely. Highly recommended!

I've been having a great experience with Marquee! I have been searching for a safe place to park some of my savings and retirement money, so I decided to join their REIT. Since I joined they have delivered better than market returns and always on time. Working with Max Stone and the team has been a pleasure. He is patient with the setup process and explained the investment opportunity in a way that was very easy to understand.

I have known Max for over 10 years. Him and the crew at Marquee have pulled through for me and my clients plenty of times. Max is a class act!

RJ and his team have been GREAT to work with. I was in a position that needed a creative and trustworthy lender... they are all of that and more. I will recommend them to anyone in need of getting the job done quickly and reasonably. I will definitely use them as my needs arise in the future. Thank you RJ and your responsive team.

After traditional lenders turned me down for a foreign investment property purchase (despite sufficient equity), I found Marquee... and I am so happy I did! From the initial conversation with Sammy Stein, I knew he and Marquee were different. Sammy took his time to get to know me personally, listen to what I wanted the funding for, and walk me through my options. Everything from start to finish was professional, organized and thorough. There was continuous proactive communication so I always knew where I wa

Just wanted to take the time to say thank you to the Marquee Funding Group team. They helped me get set up on the investment platform seamlessly and now my self directed Ira account is earning a great return. I feel that the investment is a safe, secure, and low maintenance investment which is exactly what I wanted.

Dealing with this company has been a God send! They are super professional yet very personable as well. I had/have complete confidence in their abilities to assist me with my financial endeavors! Max Stone was phenomenal to work with. I will continue to work with them in the future. Thank you all so much for the responsive and timely turn around on all my questions and concerns! More businesses should practice their %100 customer service and support!

Max Stone and the entire team of Marquee Funding are the absolute BEST! I have been in this business since 1984 and there has never been a private lender as intelligent, knowledgeable of all the funding nuances and everything else as Marquee Funding - and Maxwell Stone. All my clients have been pleased , especially with the painless efficiency of Max and his team. Judy Taylor DRE 00854603

My husband and I have been investing in the trust deeds for about 15 years with Marquee Funding Group. We have been very happy and impressed with their service and professionalism. We have had about 10 - 11 percent return on average on our investment for all those years and it has been a great way to accumulate wealth. They have a loan servicing team and we have found that they are dedicated to the customer service. Marquee Funding Group is a really good firm and we think we have been very fortunate to

I have been an investor with Marquee Funding for over 20 years, and investing in hard money real estate loans for close to 40 years. I have worked with many different hard money groups over the years and find that Marquee offers the best in attention to detail, underwriting concerns, servicing and ultimately overall customer service. Investing with Marquee feels safer to me than having money in the bank and certainly pays substantially more yield on my investment. If you are a seasoned investor or just st

I have invested in the trust deeds for about 15 years. It has been a very good investment with double digit returns year after year with no volatility like the stock market. I have worked with STEVE SUTTON all those years and he has been excellent in service and professionalism. He is very knowledgeable and dedicated to the client service. I highly recommend him to anyone who wants to invest in the trust deeds.

I first worked with Max @ MFG in 2018 when he was able to help finance my first syndicated real estate acquisition in Los Angeles. Recently I needed to refinance the property and Max engaged promptly with great options. He is a top professional, very knowledgeable and I highly recommend him.

When I look for a great investment opportunity, I always turn to max Stone first. He is consistently reliable, responsive, honest, and consistently delivers excellent returns and the best trust deed opportunities. I will continue to work with Max for years to come.

I have invested in trust deeds with Marquee Funding Group for 20 years. Scot and his company are professional and explain each investment very clearly. Every person at MFG that I have dealt with has been knowledgeable, courteous, and easy to work with.

I have done business with Max Stone for many years and he is a true professional and great communicator in this industry. Great Service is why I will continue to use his product and service at Marquee Funding group.

Back in November of 2019 I was acquiring a rental property and was in escrow and at the time was using what I had heard of and thought to be a reputable lending company. Well while in escrow on it, the lender was hard to get ahold of, was wasting time, and was costing me money in a per-diem basis. Well the seller had signed an extension and stated it was the last one he would sign and the lender did not seem to care about the timeline. That's when a friend of mine put me in touch with Max Stone and I broke

Marquee Funding Group is truly the best. I've personally managed hundreds of construction sites in my career as a project manager, lenders fund control, and my own personal jobs. When it comes to construction loans, Marquee Funding Group is second to none. If you're a developer you should reach out to Marquee for your next construction loan.

I've been working with Max Stone for sometime now and I am impressed with his knowledge and professionalism. I have worked with many Private Money funds over the past 30-years and because of Max, Marquee Funding is now my first choice to reach out to when I have a loan that needs to get done.

Vahe Sevani has been an absolute pleasure to work with. He's extremely knowledgeable and goes above and beyond to deliver a concierge style service. He is very responsive and reliable. I appreciate the upfront honesty as well and will let you know if a deal is a go or not. I trust his advice. Vahe is my go to guy indefinitely.

From the first moment I talked with Alex about my difficult and challenging loan scenario, until the day we closed it could not have gone any better! Everyone I worked with was professional, polite, understanding, and just plain good people! I had spent 18 months previous to this spinning my wheels trying to obtain funding with turn down after turn down. Alex and her team not only got me approved at acceptable and reasonable terms, but they got us closed in just a few weeks!.

Marquee is honest and quick moving. I've used them once before for a loan as they funded within 10 days and am in the midst of using them again. Highly Recommend them as you can trust them and there are never any hidden surprises.

I've worked with Dawn & Scot w/Marquee Funding Group for almost two years now, we've funded about 10-12 deals together now, almost all of them are jumbo loan amounts over $1M. Dawn is very sweet with a great work ethic. If they issue an LOI they WILL get your loan funded. I consider them to be very reliable and they have very unique programs that are often necessary for the 'unconventional' borrower. I highly recommend them.

I have done many transactions with Vahe Sevani and Marquee Funding! Always very helpful, organized and willing to get the deal done quickly. I HIGHLY recommend using Vahe and his team for all of your alternative loan solutions! 5 STARS!

We have worked with Steve Sutton over 20 years now to help us fund multiple projects. Without his help we would have missed out on several value added investments. He comes highly recommended!!!

If you're looking for a ?personal? hard-money loan for an owner ?occupied property?, most hard money lenders won't touch you with a 10 foot pole in spite of the fact that you may have tons of equity. Why? Because of heavy government regulations and legal liability as a result of the 2010 Dood-Frank Act. This is where Marquee Funding shines! They actually specialize in ?personal? hard-money ?owner occupied? loans because they have the staffing, wherewithal and sophistication to deal with the heavily regulate

Max Stone at MFG is extremely professional and does what he says. He is someone that can be trusted to come thru for you and your clients. ALWAYS a pleasure doing business with Max.

Amazing experience with these guys. Terrible personal circumstances. Lost the house in a wildfire just before completion. These guys stood by me, allowed me another 18 months to rebuild. Worked with the insurance company. Really saved me from financial ruin. Just used them again for another project. Funded me in under 10 days. Ask for RJ, he'll take great care of you. ??

Max and his team at Marquee are great. Seamless transaction with constant communication along the way. I would highly recommend anyone looking to work with them.

Marquee Funding Group, has helped me on a number of occasions. Their expertise and ability to complete loans on time, is second to none. Whenever I need to close quickly, this is where I go. The entire team, is Top Notch ????

Marquee Funding Group helped me in a time of need. At the beginning of the pandemic I moved across the country and needed a bridge loan to close the purchase of my California home until my apartment in New York City sold. Marquee made it happen and I'm forever thankful!

Max Stone and Marquee Funding are super-quick to deliver a clear perspective and accurate quote to any scenario we present. Decisive,honest and professional scenario breakdowns whether straight hard money or complex ground up construction.

Steve Sutton and I have been working together for many years. We have completed many successful deals. Steve knows his business and I have referred him to my family and friends.

Amazing customer service! Alex called me within minutes of my inquiry and was very professional. While the program I was looking for is not available, she gave me lots of information and was very helpful. I will keep Marquee Funding Group in mind for the future.

I LOVE working with V Sevani! He is extremely professional, enthusiastic and knowledgeable, I always ask for V when I have a loan scenario that needs immediate attention! V is the man!!

Sammy has been extremely helpful and very responsive. This is my second loan with Marquee and they've been great!

Vahe is an excellent representative. He is professional and very attentive to a client's individual needs and I recommend his services.

I have been investing with this company and Max Stone for years. Very reliable and honest, their knowledge goes a long way.

Sammy and team kept their word and were available at all time. Definitely will do more business with Sammy...

Excellent! Integrity and profitable. Exactly what clients need. Thank you Scott!!

If there was a way Six star rating , this would be it! Easy to deal with, all information I need and quick service. Thank you for guiding me all the way?very professional!

Vhe is the best loan officer. He is very knowledgeable and dedicated in his business.

Very attentive and immediately helpful on a deal that I had very little time to get done!

Top-Notch lending firm & customer service!!

great service. always professional and quick to respond.

great honest service.

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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