Peregrine Financial, Inc

Peregrine Financial, Inc

Reviews Summary

Peregrine Financial receives consistently outstanding reviews for their exceptional service, expertise, and personalized care. Clients praise the team for making complex loan processes smooth, stress-free, and transparent. Their professionalism, responsiveness, and dedication stand out, with many highlighting clear communication, tailored solutions, and going above-and-beyond to meet needs. First-time buyers and investors alike appreciate their guidance, knowledge, and supportive approach. Highly recommended for mortgages, home loans, and financial advice.

About This Listing

Business Consulting
Tax Preparation
Tax Planning
Financial Advisory
Estate and Trust Tax
Small Businesses
Mid-size Businesses
High-net-worth Individuals
Individual Taxpayers
Non-profits
Real Estate
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

*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

Business Consulting
Tax Preparation
Tax Planning
Financial Advisory
Estate and Trust Tax
Small Businesses
Mid-size Businesses
High-net-worth Individuals
Individual Taxpayers
Non-profits
Real Estate
Multi-state Experience
CPA License

Contact Information

Address

24961 The Old Rd Ste 104

Stevenson Ranch, California 91381

Hours

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

Customer Reviews

Peregrine Financial made the whole process of finding my dream home and getting a loan feel so easy. From the start, I felt totally at ease ? Alex and Anna are super easy to talk to, and I instantly knew I was in safe hands. They explained everything clearly, kept things moving smoothly, and were always there to answer my questions. If you're looking to buy a property or need help with a home loan, definitely give them a call and ask for Alex or Anna. You'll be glad you did!

I had an excellent experience working with Alex and the Peregrine team for our home purchase. They were very professional and pleasant. The guidance they provided throughout the process really helped ease our stress as first time home buyers. Having had such a great experience, I went back to Peregrine Financial more recently for their business consultancy services. They are helping me in my new business venture by providing strategic planning, business formation and structure advice, and proposal generati

I can't say enough wonderful things about Peregrine Financial, Inc. Their professionalism and dedication made my property search and purchasing experience seamless and stress-free. Anna Shaterkin and Alex Shahin are absolute rock stars?they went above and beyond to assist me with buying not just one but two properties. Their expertise, patience, and personalized approach truly set them apart. If you're looking for a mortgage company that genuinely cares about your needs, I highly recommend Peregrine Financi

I recently had the pleasure of working with Peregrine for my mortgage, and I couldn't be happier with the entire experience! From our first conversation to the final closing, the team was incredibly professional and efficient. A special shout-out goes to Alex, who was my main point of contact. Alex's knowledge of the mortgage market was truly impressive; he patiently explained all my options, answered every single question (and there were many!), and made sure I felt comfortable and informed every step of t

We had an exceptional experience working with Alex Shahin and his team throughout the process of applying and qualifying for our home loan. From start to finish, Alex demonstrated an impressive level of professionalism, responsiveness, and expertise. He took the time to clearly explain each step of the process, answered all of our questions promptly, and guided us with confidence through what could have otherwise been a stressful experience. Alex and his team were incredibly organized, efficient, and proac

The Peregrine financial team provided me with clear, knowledgeable guidance at every turn. They were incredibly prompt, responding to my questions swiftly and meeting all deadlines with ease. My entire experience with them felt seamless, professional, and personalized, making me feel truly cared for. I'm extremely satisfied with the Peregrine Financial team and wholeheartedly recommend them to anyone looking for exceptional financial support! I will be a returning costumer for any of my future financial nee

As a real estate agent, finding the right loan broker to refer my clients to is absolutely crucial. Working with Peregrine has been a game-changer for my business and, most importantly, for my clients. Their knowledge, professionalism, and dedication to securing the best financing options are unparalleled. Whether it's a first-time home buyer, a seasoned investor, or someone with unique financial circumstances, Peregrine always finds a tailored solution that fits their needs. What sets them apart is their

Peregrine Financial is a very professional and friendly place with excellent customer service. The team is highly knowledgeable and a stand-out for home loans, with a process that is very easy and comfortable. At Peregrine, you are treated as a priority client, and it shows through their process and results.

Peregrine Financial has been the most responsive in my quest to secure a cash out loan on my rental property. Alex and I go back a number of years when he helped on my home loan. Anna is very knowledgeable and made sure all the details were in place to get us across the finish line and funds in my account. Thank you, Guys! Lee Chapin

Ana brings peace of mind to your home purchasing experience with her knowledge, experience, empathy and overall brilliant intelligence. She's my lender on my first home buy and could not have been happier to have her on my side. I have felt supported and guided throughout the whole home buying experience. And beyond. I recommend Ana and her trusty team if you're looking for an honest and hard working lender.

Used Alex for my home loan and he was great. Made the process super easy and smooth. Grateful to him and his team for all of their support would definitely recommend.

I went to Peregrine for a home loan, my first so it's something I know nothing about. They made the whole process easy to understand and stress-free. Would def recommend. Thanks Alex and Anna!

Alex Shahin is the best! He went above and beyond getting our new home loan. We opened a HELOC account on our house we were selling to use as a down payment on the new home we were purchasing. Unfortunately, there is a hold on these funds when first opened, and we needed the money prior to the "release" date. He went in person to our bank and spoke to the manager to have the funds released to us the same day so we could put down the money for our new home purchase. Any time we have questions about our l

The Peregrine team are great at leveraging their expertise in various areas to help people reach their investment goals. They are an asset to the Santa Clarita community.

The Peregrine Financial team has been excellent to work with; they're consistently professional, transparent in their communications, and considerate of my needs.

I visited their booth at the Adulting 101 event in Santa Clarita, where they provided valuable information on how to establish credit for a successful future and explained the benefits of owning a home compared to renting. Learned a lot of valuable resources and hope to use them for my future financial needs and goals.

The Peregrine Team has been stellar to work with. Great energy and they fully deliver on ever promise. Can't express enough how confident I am working with this fine group.

Anna lead us every step of the way not only with her exceptional expertise but also with her unmatched personal care to ensure the process was clear, painless and completely fit for our timeline and financial goals. Anna is simply the best!

Navigating the world of mortgages is confusing and overwhelming. Alex and Anna made the whole process understandable and as simple as process. Always available when I needed them. The best mortgage lenders in Santa clarita.

Alex has been extremely inspirational and shared so much financial knowledge with me. I would recommend them for any financial transactions! I'm thrilled for this connection and you will be too!!!!!

Incredibly knowledgeable and professional, I had the best experience with Alex and his team at Peregrine Financial. Highly recommend to everyone!

The personnel at Peregrine Financial, Inc. are professional and they knowledgeable and have all the solutions and the answers to Loans and the Commodity Business.

Love working this team for investing and mortgages. Highly recommend.

Highly recommend. Great customer service.

Thank you, Lynette & Peregrine! We are 1st time home buyers. We went in for a consultation to learn about the home buying process. Lynette is clearly experienced and outlined the entire process from beginning to end. She reviewed our qualifications and laid out for us a plan towards home ownership. We are very excited to start shopping! I definitely recommend Lynette & Peregrine!

I'm so glad I worked with Peregrine Financial, Inc. and Anna Shaterkin! From day one, Anna took care of everything ? she walked me through the whole mortgage process, answered all my questions (even the small ones), and made sure I always knew what was happening. I never felt rushed or left in the dark, and that made a huge difference during a time that can be pretty stressful. She's not just great at what she does ? she's also kind, patient, and truly cares about helping people. I really appreciated her su

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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