*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.*
2200 Sunrise Blvd #168
Gold River, California 95670
Lee supported us so much through the entire home buying process, willing to answer any and call questions we had. He was super transparent about everything and he communicated timely & accurately. Lee made the process as stressless as possible for me and my wife. I would highly recommend Lee to anyone that needs to buy a house, or refinance! Thank you again Lee for everything!
I would highly recommend Lee Hurst as our recent purchase transaction was flawless. Always a lot of paper work involved but the entire process went smoothly. His response to questions and communication was extremely good which seems to be lacking with others in the field. Thank you Lee and stall....much appreciated!
This is my second mortgage with Lee Hurst, and I'm again very satisfied with the level of service I received. Excellent communication and a solid team behind him allowed me to close in a quick 18 days.
Lee has been a phenomenal asset to our transaction. I couldn?t have asked for a better loan officer. He really goes above and beyond for his clients. I highly recommend using him for your next purchase!!
My Loan office Lee Hurst was very friendly and readily available anytime for my queries. His work demonstrated his experience and the high standards he had maintained. I completely felt awesome working with him for my first time mortgage loan. I would definitely do recommend Lee to anyone. Thank you Lee and it?s been pleasure working with you on this deal. Thank you so much
I have worked with Lee Hurst For more than 20 Years. He is my "Go To" Lender of choice. He had done dozens of loans for both Myself, my Family Members and my Real Estate Clients. If you are looking for an honest lender who works hard and charges fair fees Lee Hurst is your man.
Lee did an amazing job getting me my home loan. Specifically, Lee asked me for my documentation and I would supply it. But, I did not feel like I was one in a hundred applicants. I always felt that he was moving my application on a daily basis. It was as if he was my personal and dedicated broker. Most important, Lee is a ?straight shooter?. No ?sales? or ?hope pitch?. If Lee takes on your loan, you can rest assured it will close with the best deal, terms and conditions. It is very hard to trust the mortgag
Lee, Vanessa, and the whole team are amazing. They helped us with our first ever home loan and made the process so easy and understandable. Our escrow closed super quickly (18 days!) and they were able to make it happen. The communication was super-efficient and well organized. I received personalized help and felt well-taken care of through every step of the way!
Lee is an amazing broker. He is honest, ethical, and a pleasure to work with. This is our second time using him, and we will be back again!
I have used APM 4 times over a period of 2 years and I have excellent experiences with them. Lee Hurst and all his team members are all very knowledgeable and very professional. They can handle/understand complex financial situations like when you have several businesses. I know I will use Lee and his team on all of my future mortgage needs. I also highly recommend their services to anyone. ? Judy Since I posted my review above, I used Lee Hurst and his team 2 more times to refinance 2 of my propertie
I highly recommend Lee to work with your loan. This is our second time with Lee and like before, he guided us through the steps. He was very responsive when we had questions. This time other lenders said we had to wait to refinance after purchasing a property. Lee took on our challenge and we secured the refinance in less than 2 months.
I?ve been able to purchase 2 homes through this company. I also recently refinanced after being contacted about lower rates. I never thought buying a home could be so stress free but it was thanks to Lee and his team!!
Lee and his team were great to work with!! They were super friendly, and very patient with me and my brothers during our mortgage process. They really helped us step by step through the whole process. They literally walked us through everything which made, a usually intimidating process, very easy. We will most for sure use Lee and his team again!
Mr. Lee Hurst and his team are amazing, I refinance my house for the first time and they made the process quick and very simple. They walk us through every step and took the time to make sure we understood what needed to be done. I've recommend them to friends an coworkers and they've all had great experiences and results. A++ in my book.
Lee is amazing! I would highly recommend working with him and his team when looking for a loan!! He went above and beyond to answer all my questions, and made sure I understood the whole process. He even found a credit through Sacramento that we qualified for -where other lenders would have never spent the extra time. Everyone we worked with including the people at the title company were amazed at how fast we were able to get all the paperwork in to be able to sign early before the holidays. He is a honest,
Lee Hurst and team are fantastic. Lee consulted with us early on when we were first starting our home search and after asking a few questions, he recommended a few options for us. We researched these options further on our own and landed on a great solution. We ended up with a mortgage through Lee's team at a great rate. Lee and his team kept us informed all along the way and gave us amazing support. Thank you Lee!
Lee and his team are amazing ! Buying a home can be super stressful he and his team went above and beyond to make a 21 day close happen right before thanksgiving. They really go to bat for you and your needs. They answer any and every question you can possibly think of and are super prompt with responses. Honest and super informational! Professional and kind they are definitely the team I want to have when we purchase another home! Excellent excellent service. Thank yon so much for all your hard work!
As a first time home buyer with no prior knowledge, Lee Hurst provided a great experience from start to finish. Lee is friendly, professional, and patient. He took the time to educate me on different options, weighing advantages and disadvantages so I was empowered to make my own decisions. Lee delivered on promised timelines and followed up promptly when I had questions. I would absolutely recommend Lee to family and friends if the opportunity presents.
Lee did such an amazing job helping my husband and I with our recent home purchase. The day before we were supposed to sign, I lost my job and we were forced to resubmit our loan based on a single income versus dual. Lee had the loan resubmitted and re-approved within two days and we ended up only having a three day delay in the signing and closing process. Lee went above and beyond for us and we are so grateful and thankful for the hard work he put in so that we could move into our new house on time! Highl
Lee and his team are amazing. Fast, efficient and unmatched service. I?ve worked with several loan company?s in the past and Lee and his team blew them all out of the water by far. Thank you and we will definitely be using them for all of our loan needs in the future.
We just recently completed a refinance through Mortgage Consultants and we were very pleased. Throughout the entire process they were right there with us, communicating efficiently and effectively. From Lee, and all the way down the line, EVERY employee that we worked with made certain that we were cared for, and that all our questions and concerns were met with prompt and proficient responses. We used them for the first time when we purchased our very first home and the experience was the same. Mortgage C
Lee H. and his team were one of the best brokerages I've done business with. This is the second time I've used their services. I have had a total of 3 loans done with them, and the transactions always have ran smoothly and on time. The team was professional, personable, easy to talk to, well-organized, well dressed, and friendly. Their office location is in a good area and easy to find, and their office is clean organized and stylish. They provided good communication. I like their online services, with emai
I refinanced my house through Lee Hurst of Mortgage Consultants Group. Lee Hurst and his team were outstanding , courteous and proactive. They kept me informed of my loan status daily. Whole process was very smooth and effortless. My refinance loan was completed within the time frame. I could not be more happier and I would recommend Lee Hurst to any one for their refinance or new home loan needs.
Lee and his assistant Vanessa have made home buying such an effortless experience. They both are really in your corner and push to make sure everything is done correctly and as quickly as possible. Both were readily available at all times during this process and were very quick to respond to questions and call backs. Bothe Lee and Vanessa were very professional, personable and even helped us get an amazing realtor. I would highly recommend using them.
A smooth & painless, 5 star experience with Lee Hurst & his staff, they are all so helpful. They stayed in contact with me every step of the way; LOVED the Loan Status checklist. I'm fortunate & thankful for the low interest rate I recieved & hopefully anyone choosing Lee for their mortgage needs will also be as fortunate. Lee will be my recommendation to friends & family.
Lee was recommended to me by a bunch of realtors from different companies. I have to say, he is the best out there. Great guy to work with and made both of my loan processes smooth and easy. He was always professional and operated with what I felt was high integrity and honesty through the everything. He's got my business in the future.
Lee was really great to work with. Not only is he very kind and personable, but he guided me through the whole home loan process, answered all my questions promptly, and made sure I was clear on each step along the way during my first time purchasing a home. I would definitely recommend Lee for your home loan needs.
Lee Hurst is an amazing person and trustworthy. He helped me refinance my mortgage with a better rate and despite the obstacles due to COVID-19, he kept me informed and pushed the closing. Whenever I had any query, he would go through the details to clarify the issue, even provide some additional information for my broader understanding. His team has been responsive and courteous all the time. I would definitely go through him for any future home purchase/refinance. Thank you Lee Hurst and Team. Hashmat
Lee, Vanessa & Megan are a dynamic team. Quick to support with questions & lend confidence that you are in good hands for your loan. I have utilized Lee Hurst on three separate occasions for refinances on my properties. I would highly recommend this team to family & friends in the future. Thanks for a quick process! Look forward to working together again.
Best mortgage company ever! Lee and his staff are excellent to work with. Lee looks at your specific situation to be sure you are getting the best loan for you buck. Can't say enough good things about Lee and his staff. Need a new loan or a re-fi, I highly recommend Lee Hurst with Mortgage Consultants Group.
We used Lee for our original mortgage, and again for a refinance. In both cases, he was attentive to our needs, walked us through the entire process, and never hesitated to answer our questions and provide us with as many calculations as we needed to feel good about our decision. Plus, we received very competitive rates! I would recommend Lee to anybody!
We are repeat customers of Lee Hurst. We just completed the process of refinancing our home with Lee. Lee and his team are amazing. Excellent customer service! Quick response time! They make the process of buying/refinancing a home straight forward and painless. We have many choices but we will always return to Lee Hurst for our home buying/refinancing needs!!
Our experience was wonderful!! We tried to work with 2 other lenders and had a horrible experience. We started becoming reluctant to look again because our credit score got a huge hit from running our credit within a few months apart. When we found Lee Hurst and his team they were wonderful to work with and everything went Exceptionally smooth. Thank You for making our experience perfect.
Lee Hurst was recommended to me by a friend and I'm soooo glad they did!!! Lee and his staff are fantastic! I have never had a purchase of a home go so smoothly and quickly. Close a week early. I would recommend Lee Hurst and his team 110%.
I had a number of issues come up with my initial loan agent, lies promises and so I put an offer on a place. Needless to say they accepted the offer. When it came down to formally qualifying me he was scattered, unorganized couldn?t make good on his promises. Then Lee Hurst took over and made everything smooth as silk came trough on all promises and was very creative to get me my dream home. Thank you to Lee and all who are associated with him and his office. Best home purchase experience ever!!
I have used Lee for my last three mortgage transactions and I couldn?t be more pleased. He is a consummate professional that works with effectiveness and dedication to get the best possible results. In my 26 years in business no other broker has done as well for me. I recommend him to my family and friends and I?m sure that if you give him a try your experience will be as good as mine.
We have used Lee Hurst to purchase our home and refinance. He and his staff have always gone above & beyond to get the best deal for us while making it a non-stressful & pleasant experience. He & his staff are all fabulous & we love working with them.
Lee was great! And Vanessa too. Cannot recommend them enough. They went the extra mile, especially when unforeseen circumstances popped up. We had a very short closing schedule and they were able to get it all done for us to close. Would not hesitate to recommend them or use them again.
We have refinanced twice with Mortgage Consultants Group and each time has been a painless and supportive experience. We highly recommend Lee Hurst and team! Documents are clear and easy to understand. They were always available to help in any way. I liked the timeline that showed where we were each step of the way before closing. Thank you!
Lee Hurst was highly recommended to us and so far he has gotten two mortgage loans for our family. Lee and his associates Vanessa McKay and Megan Faiello all did a great job to obtain competitive financing rates and terms, and helping us with friendly and patient guidance throughout the loan application and approval process. It was a pleasure working with all of them, and we recommend them to our friends and family.
Lee , Vanessa & staff are fantastic! They are professional and keep you updated each step of the way ; they are always available for any questions or assistance. They make a typically stressful process very easy. I highly recommend working with Lee, he is genuinely a nice guy and very trustworthy!
Lee and his team are true professionals. Debbie keeps the clients updated every 2 or 3 days to let us know where the loan application stands. Megan is one of the most quickest and responsive loan professionals I have ever worked with. Highly recommend Lee and his team for any loan related needs.
Lee Hurst and his team are amazing! We were working with another lender and were told we couldn?t get pre-approved. We reached out to Lee through a referral from our realtor, explained our financial situation and was super transparent from the beginning. He did his research and said he could work with us. Two weeks from that point we had a pre-approval! Our loan process officially started May 6 and we closed 29 days later! The home buying process can be stressful but when you have a solid lender and realtor
Lee and his staff were very helpful and efficient. They explained the refinance process and when I had questions, they were quick to respond. But more important, Lee looked at the big picture with me and for me and helped me make an educated decision on the best long term/short term plan for our refinance. Thank you Lee.
Lee and his team were very professional, helpful and with us every step of the way. They made the process run smoothly. We highly recommend working with Lee Hurst and his team.
We definitely recommend Lee Hurst as a mortgage broker who gets the job done. He was recommended by our realtor and he made the process very easy. He was very professional and worked very hard to get our loan completed in a timely manner. We trusted him completely.
I have worked with Lee on my refinancing needs. every time it has been the easiest process I have ever gone through. I actually can believe how fast the process is and he really goes out of his way to work with you. Love his staff too!! Thank you again!
The best Lender!! I have referred many clients to Lee for loans and refinancing and he never disappoints. I recently used Lee to refinance my own home and as expected he did a great job once again.
I thought I could not buy a home due to my bad credit and no money for a down payment. But Lee help me get my credit score up get approved for a loan with 0 money down. A year later now with my improved credit I was able to refinance and lower my payment. Best of all I'm busy working so Lee and his great staff too care of everything. Thanks Lee
Lee, Vanessa, and Megan were a delight to work with. They clearly presented a range of options, helped me identify the very best time to lock in my rate, gracefully and cooperatively managed a request I had to adjust the loan amount, and helped me close on time. Vanessa?s weekly messages with the loan timeline and my unique status within the timeline was a great way to keep me on track and aware of what was coming up next. Thanks to the Team!
I have always had good experiences with Lee and his teams Lee has gone the extra mile to make sure my loans are a good fit for me. His staff communicate well and are pleasant to work with.
Lee and his team were great to work with. They were unfailingly knowledgeable, helpful, encouraging and professional. They got us to the finish line and we were thrilled. I'd recommend him and his team unhesitatingly.
Lee Hurst was fantastic in every way! He met with me and patiently went over all my options, carefully explaining any terms with which I was unfamiliar. He was kind, honest and professional!
I have worked with Lee Hurst several time on multiple properties over the years. I trust Him and Mortgage Consultant Group. They have delivered me great rates and awesome service. I would recommend Him. Thanks Lee
Highly recommended and tenacious. Lee and his his team will get the job done. Very communicative right up to closing and beyond. This is the second mortgage we have financed through Lee.
Lee Hurst and his company help me buy a house this past week. Lee helped me with all information that was needed and the closing went smoothly. I definitely would use his company if I had to do this again. Virginia Castillo
It would be hard to design a more challenging project than ours -- buyers relocating from across the state, with a lifetime of self-employment, high standards of customer service, and 10,000 detailed questions. But we got everything we hoped for with no hassles or delays. Lee Hurst walks on water, period.
Lee and his team were great to work with and communicated well throughout the process. Thank you Lee for your assistance, I recommend everyone give you an opportunity to earn their business.
Lee worked with my wife and myself to get us the absolute best deal possible. I would definitely recommend going with Lee as he thinks outside the box to make his clients happy.
Lee and his team were awesome to work with! Every step of our refi was on time or ahead of schedule, and we closed quicker than expected. Thank you!!
Lee helped us get the best rate and terms. Processing was organized and speedy. No issues on our refinance. Thanks!
Lee was helpful and informative, from the research phase through to closing. He was always accessible to answer our questions and walk through the various options. He made the entire process as easy as possible.
Lee was amazing. He and his staff kept us updated throughout the process and it went smoothly from start to finish. Great rate and price!
We are first time home buyers and had many questions. Mortgage Consults group answered them and helped us through it all. Everything went so smoothly, was organized very well, rates were competitive, and we even closed early! I would recommend them.
I was totally overwhelmed with the amount of paperwork involved, which is no reflection on Lee at all who had all the patience in the world for dealing with me. For someone who was asking for a loan of 11.25% of their total assets there has got to be a better system in this day and age of technology.
My experience with MCG was both educational and very positive. Everyone was patient with me and that?s important when you?re treading out in deep waters for a first time! I appreciate their knowledge and upTodate status they provided me. I would recommend them to help you make your dream a reality in becoming a homeownership. Thku Lee!
Lee really fought to get us the best rates, the most accurate appraisal and gave us GREAT service. Would highly recommend him!
Lee did an excellent job from start to finish. Clearly spelled out the process , costs and time line in a very professional manner
Best of the Best! Lee and his team know what they are doing. They are very professional and work hard to get you the best deal! Highly recommend!
The staff is extremely nice and so helpful. They helped me tremendously. I will constantly refer them and go back. Thank you Lee and your team for going over and beyond.
Buying a house has been much less stressful with Lee. We are so excited to have our own home!
Great understanding and service from start to end, I would HIGHLY recommend Lee Hurst for any of your loan needs, I will absolutely request their services next time.
I would highly recommend Lee & his team. They did an excellent job on our recent refinance. Thanks & more power! ????
Lee and his team are great to work with. Made the whole experience fairly painless. Would work with them again.
Lee and Debbie were so helpful. I could not have asked for a better loan process experience!!! Solid communication with quick response times.
Good rate and good service. Lee and his team kept me updated during the whole process. Highly recommended!
Wonderful experience. Lee and his team were very helpful and easy to get ahold of. I would recommend to everyone
The service great. Lee?s team was professional and very helpful. I highly recommend them!
Great experience working with Lee and staff! They answered ALL of our questions and worked closely worked with our realtor!
These guys are great. Got the job done when two other mortgage companies could not. I highly recommend them.
This company and staff are the best I?ve ever worked with. There amazing people and really care about there clients. 5 Star all the way
Great Customer Service. Always willing to answer questions. Great experience. Very helpful along the whole process. Recommended.
Everything was done online easy to sign was a cool experience I?d recommend these folks??
Great communication throughout the process. Closed on time and under budget!
Professional and friendly service. Highly recommend.
Great Experience . awesome team to work with
Excellent service! Quick and easy!
Excellent service, Lee and team!!
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.