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Rachelle Lopez Loan Officer

Rachelle Lopez Loan Officer

Reviews Summary

The reviews consistently highlight exceptional professionalism, deep market knowledge, and a client-focused approach. Customers praise the agent's responsiveness, patience, and ability to simplify complex processes, whether buying, selling, or refinancing. Many note going above and beyond—staging homes, negotiating expertly, and providing ongoing support. The agent is repeatedly recommended for their integrity, attention to detail, and stress-relieving guidance throughout transactions. Long-term clients and first-timers alike emphasize trustworthiness and results.

About This Listing

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.*

Contact Information

Address

28475 Old Town Front St Suite M & N

Temecula, California 92590

Visit Website Call Now Get Directions

Hours

Sunday 12-5PM
Monday 8:30AM-5PM
Tuesday 8:30AM-5PM
Wednesday 8:30AM-5PM
Thursday 8:30AM-5PM
Friday 8:30AM-5PM
Saturday 9AM-5PM

Customer Reviews

When my husband and I decided to put our house up for sell we contacted Leon and Rachelle Lopez. At our first meeting to go over comps and expectations, my nerves were out at ease. Both Leon and Rachelle have a vast knowledge and experience in real-estate. Throughout the entire process they kept our nerves at bay and were very informative about what was happening each day. We highly recommend Leon and Rachelle Lopez with Selling Temecula Wine Country. We could not have chosen a better team!

Rachelle is amazing! She truly invests in her customers throughout the whole buy/sell experience and she stays in touch even after you're settled in to your new home. For the buying process, Rachelle really listens to your specifications and she knows the market well so she is able to bring you to the houses that fit your specifications. Rachelle went above and beyond during our selling process and helped stage our home. She is very professional and patient and gets you, the customer, through the whole pr

After my first realtor retired from the industry, I was very skeptical about finding another realtor who would truly have my family's best interests at heart. As a first time home seller, Rachelle Lopez with Century 21 Full Realty Services couldn't have done a more amazing job of walking my wife and I, step-by-step through the process and being extremely responsive to all our questions and concerns. Given her years of experience in real estate, she was spot on with her guidance on how to market and price ou

We found that selling our home was not going to be an easy process and also not something we were going to take lightly. We really didn't know where to start or how to prepare our home for the market. We contacted Rachelle and found her to be extremely knowledgeable and personable. Having her as our agent made us feel at ease. It's easy to stress out during the process, but Rachelle was there to answer all our questions and put things into perspective. Our home was off the market and in escrow in just un

Rachelle was so amazing at finding our first home!! She goes above and beyond to find you your gem! Takes care of our Blue family!!! she expertly negotiated the purchase, and ensured that we had the smoothest buyer's transition possible. Friendly, respectful, patient, always willing to help! Just a phone call away!!! I have recommended her to family and friends.

Wether you are buying your first home or refinancing, there is no one better to guide you through the process, than Rachelle Lopez with Century 21 Full Realty Services. Rachelle helped me with purchasing my home eight years ago and recently helped with my refi. The whole process can be so overwhelming, but not with Rachelle. She is always so informative, patient, and always available to address any concerns. She has even worked odd hours to accommodate my crazy work/life schedule. Thank you Rachelle!!!

Rachelle Lopez has assisted me in both selling and purchasing homes in the Murrieta area. She is not only highly knowledgeable in the real estate market but stands strong in the best interest of her client. If you are looking for an aggressive real estate agent that gets the job done, I highly recommend Rachelle Lopez!

Rachelle did a great job of helping us get our home in Winchester. She was very professional. I would highly recommend her she does all the homework that you need. So if you're looking for a good realtor she is the one to go to.

Rachelle is amazing!! Buying a home can be really stressful and there are so many questions I had. Rachelle answered all of my questions and even provided information to aspects I hadn't even thought about. I really felt that she was looking out for my interests and needs.

I've been working with many realtors for the past 25years and Rachelle is one of the top realtors that I have come across. She is professional and extremely knowledgeable. would hire her in a heartbeat!

She was very professional, helpful and responded very quickly. She helped me find my dream home for me and my kids! I would definitely use her again.

Rachelle Lopez is very knowledgeable and answered all our house questions. Would recommend her to anyone.

Michelle is very informative and healthy getting through this difficult process

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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