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TaliMar Financial

TaliMar Financial

Reviews Summary

Customers consistently praise Talimar Financial for their professionalism, speed, and efficiency in funding real estate deals. The team, especially Brock, is highlighted for excellent communication, transparency, and making complex processes straightforward. Many appreciate the seamless, stress-free closings and reliable support, often completing loans in days. The company is highly recommended for investors, with repeat clients citing trust and satisfaction. Fees are reasonable, and the platform is user-friendly. Overall, Talimar delivers on promises with exceptional service, earning strong loyalty.

About This Listing

Bookkeeping
Business Consulting
Financial Statements
Payroll
Tax Preparation
Tax Planning
IRS Representation
Financial Advisory
Real Estate
QuickBooks

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

Bookkeeping
Business Consulting
Financial Statements
Payroll
Tax Preparation
Tax Planning
IRS Representation
Financial Advisory
Real Estate
QuickBooks

Contact Information

Address

16880 W Bernardo Dr Suite #140

San Diego, California 92127

Visit Website Call Now Get Directions

Hours

Sunday 8AM-5PM
Monday 8AM-5PM
Tuesday 8AM-5PM
Wednesday 8AM-5PM
Thursday 8AM-5PM
Friday 8AM-5PM
Saturday Open 24 hours

Customer Reviews

As a Real Estate Investor TaliMar Financial has made the financing process fast and easy. Their customer service is amazing and their programs are great! Brook Vandenberg and his team are always on time and keep me updated on the file. Love working with their team! Can't wait to fund my next transaction with TaliMar Financial.

Talimar was super easy to work with. Provided competitive rates and helped us close in 2 weeks. Highly recommend!!

TaliMar Financial & Brock VandenBerg were great to work with and made the loan process quick and simple. Next flip we do we will be using them again!

the team at TaliMar Fin are professional, responsive, and clearly built on integrity. A rare gem in today?s financing world. Looking forward to doing more together.

Working with Talimar Financial has been an absolute pleasure! Their professionalism, attention to detail and commitment to ensuring a smooth transaction make them a standout in the industry.

Smooth and easy transaction. Brandon was responsive and they moved quickly. Will def be using them again.

Brock is professional, caring and devoted to supporting all of his clients throughout the lending process. He answered all of my questions, provided competitive rates and got our first deal closed in two weeks as agreed upon with the sellers. Brock and his team walked my husband and I through the entire process with a positive attitude and genuine respect. They made the procedure fairly easy and it's due to Brock and his team's dedication and hard work. Thank you TaliMar Financial!

I just closed my first deal with Talimar and so far I am quite happy. Talimar had an investor back away from a deal and I was able to step in as the buyer and seamlessly into their lending process without missing any deadlines. I think this speaks to their team, their processes, their ability to pivot, and most importantly the leadership of Brock VandenBerg. I'm looking forward to doing more deals with them in the future.

Brock and his team have been more than accommodating in the entire process of obtaining our construction loan. The TaliMar experience and customer service is outstanding. This is my first time doing business with the firm, and I already have plans for more projects with Talimar Financial! If you are looking for a Construction or Real Estate loan, I strongly recommend Talimar! Sincerely, Brian Ross

Nothing short of extraordinary!!! Brock was able to step in last minute after another lender was not able to perform. Brock and TaliMar were able to perform a miracle to ensure that the seller was able to secure their next home! I would, AND HAVE, HIGHLY recommend using Brock and TaliMar for their hard and private money needs!

My business partner and I were recommended this company through many of our close real estate investor friends. TaliMar Financial works closely with real estate investors, like ourselves, to help us fund our projects so we can close quickly and smoothly. So happy to be able to work with a great company like this so we can all have a win-win situation as we continue to contribute to the communties we are serving.

We have had the opportunity to invest in over 40 Trust Deeds through Brock VandenBerg at TaliMar Financial. TaliMar Financial has done a great job of offering us a consistent pipeline of trust deeds investments. We look forward to continuing to work with TaliMar. I have invested with other hard money lenders and. Brock is the best and easiest one to work with.

Brock is super easy to work with! Highly recommend him to all investors new or experienced. Not only is he FAST and efficient, he always gets back to you same day. It's awesome to be able to leverage and depend on this funding.

Talimar was easy to work with. Very quick to respond and funded quickly. The most competitive rates as well in the industry. Looking forward to doing future transactions with them.

Brock and his staff are amazing in treatment of lenders and I'm sure that translates to the borrowers as well. He calls me when I have a question and is most helpful and complete in explanations. You can't miss with this company. Thanks!!!

We just closed our second successful transaction with Talimar Financial! The last 18 months have been a great learning experience given us the opportunity to work with the Talimar team and become familiar with their process. We can now confidently walk into a deal and know that we have the wherewithal and financial backing to submit attractive offers to sellers looking for a quick close. Talimar?s streamlined process eliminates the stress and anxiety that is typically associated with a tight closing window.

Talimar Financial did an amazing job with financing my real estate deal. Within 10 days of notice, we were able to fund the deal with minimal issues. I would use them again!

Talimar was able to get a loan closed that many other lenders could not. Would highly reccomend and use them again!

Talimar is our go to hard money lender. Clean easy to use platform makes it easy to apply for a new loan. Great communication throughout the escrow process from the team making for a speedy, stressfree closing.

I have worked with Broc at TaliMar financial on multiple loans now and have been extremely pleased with the process every time. At Talimar Financial is pleasant to work with, efficient, and put together a good group of professionals that work to get your loan processed.

Professional. Talimar was able to fund my project quickly. Great communication. Very positive team, here to help you maximize your investments. Seddu a loan originator was truly outstanding, taking time to personally know clients. Will definitely use Talimar to fund future projects. Thankyou Talimar!

Talimar Financial was really great to work with! They are much faster closing than most hard money lenders, have fair rates, good leverage, and most importantly RELIABLE, and easy to do business! Will use again!

Fantastic group to work with. Made the process very easy.

I would like to thank all the team at TaliMar Financial for the excellent assistance with our loan. Everything went very smoothly and extremely quick and we had a perfect outcome. Can most definitely recommend TaliMar Financial to everyone!

Those guys did all the pre-approval process, I confirmed everything, talked with them often everything was all good and somehow 24 hrs before closing they finally told me they couldn't close! I got lucky because my seller was understanding and let me extend escrow by another week, enough to find a real HML that could close. I did, and Talimar will NEVER get my business again!

I worked with Cara Bridenbaker on a recent transaction. It was seamless from beginning to end. The communication was always at 100%. This made for a very smooth escrow.

TaliMar does all the work to collect the relevant information upfront, and keeps an eye on the rehab effort and schedule. This is a fast and efficient lending process for the rehabber who just wants to get down to work fixing up the property without much paperwork hassle. This process is also a dream for the small Trust Deed investor: The size of the investment does not need to be as large as the entire loan. The investment is recorded ON the 1st Trust Deed, reimbursed to the investor directly by the escrow

Thank you for a great job to close on our fix n flip loan. You did everything you promised and performed on time at a great price for the loan. I appreciate you excellent response time and your help to keep this closing on time. I look forward to closing more business with you soon.

TaliMar Financial is professional, competitive, and easy to do business with. The surety of close and simplicity of the process makes them an integral part of any successful close of escrow.

When it coming to explain real estate financing there is no one better than Brock Vandenberg at Talimar!!! He makes it so straight forward and easy. No jargon, just the facts and the proper procedures.

TaliMar went over and above all my expectations. Brock and Sarah were a delight to work with. Looking forward to working with them again.

Thanks to our rep Brandon for helping our team of investors purchase our investment homes, made the process easy and smooth.

Great experience... Smooth and easy with competitive rates. Brock is an expert on analyzing deals regardless of the complexity of the project... Thank you Brock!!!!

Brock really helped me understand the whole process. By that, I mean he took the time to walk me through sample proformas, and prepare me to move forward with the financing I needed to take on multiple projects.

Stop searching and comparing Hard Money lenders as Brock at TaliMar is the best without question. I look forward to working with Brock on many more transactions!

It was great pleasure to work Brock and his entire team. Awesome work. They deliver the loan on time. They actually perform as promised and fast.

When I need fast financing Brock is my go to! He funded my last deal in 4 days! Highly recommended!

Brock and his team are truly amazing. Joseph thank you for your amazing customer service. I will not go anywhere else.

Top-notch company and very efficient. Smooth process from beginning to end and closed within a few weeks.

Talimar has always been there for us Investors. There funding is streamline. Fair rates. Highly recommend them for your deals.

Brock provided speedy service on a bridge loan, he's always available for questions, and was a seemless process working with TaliMar.

Wow. After another Lender was unable to fund the loan at the 11th hour, Brock and his team came in and saved the day for my client. I owe this man many drinks, but more importantly I will be referring him my clients from here on out. Brock is the Man. Thanks for Everything. Scott T Agnew

Brock and his team are extremely professional and fast! I would highly recommend them to any investor!

Brock was able to get a tough deal done with ease and made everyone feel comfortable along the way thanks Brock

Thank you so much to TaliMar Group, it is the best financial group I've ever see. I'm extremely recommend

Exactly as advertised: smooth and professional. I found all the folks I worked with to be knowledgeable and personable.

Timely and professional service. Knowledgeable professional staff made a complicated transaction simple!

Lot of experience, Very helpful in what funding you need for your project. approachable, very knowledgable. Real person

Were quick and completed my loan as promised. Very impressed and very professional!!

Everything was excellent!

Professional, easy to work with and fast in resolving any setbacks. Came through as promised.

Great guys over there, always willing to assist with funding and analyzing deals!

Great and knowledgeable local hard money lender in San Diego

Great service and fast!

Great service and reasonable fees.

Cara was awesome to work with

Lots of helpful information!

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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