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Taylor Made Financial

Taylor Made Financial

Reviews Summary

The reviews consistently praise Tisha for her exceptional professionalism, deep expertise, and personalized service in mortgage brokering. Clients highlight her honesty, integrity, and ability to simplify complex processes, making home buying seamless. Many appreciate her tenacity, responsiveness, and dedication to finding the best solutions tailored to individual needs. Her warm, supportive approach and problem-solving skills earn repeated recommendations, with multiple long-term clients and referrals citing outstanding results. The unanimous 5-star ratings reflect trust, satisfaction, and a standout experience in financial guidance.

About This Listing

Real Estate

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

Real Estate

Contact Information

Address

851 Irwin St

San Rafael, California 94901

Visit Website Call Now Get Directions

Hours

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

Customer Reviews

Tisha is simply amazing! She is super informative and knowledgeable about the ever changing market. She takes her time explaining things to you and as a first time home buyer, I really appreciate it. She goes above and beyond and is there for you throughout the whole process. I feel so good knowing that when I do buy a home, Tisha will be on my side there to help guide me through the process! I would recommend everyone I know to work with her.

Even though I did not end up purchasing a home loan, my experience working with Tisha was nothing short of excellent. From the beginning, she was professional, patient, and extremely knowledgeable. She took the time to walk me through all of my options, explain the process in detail, and answer every question I had?no matter how small. What impressed me most was Tisha's honesty and genuine desire to help me make the best decision for my personal situation, without any pressure or sales tactics. It was clea

Words cannot express the awesome experience I continue to have working with Taylor Made Financial. Tisha is so wonderful!! Taylor Made financial has been my go-to for 23 years for my personal needs. Their professionalism and outstanding service coupled with extensive financial knowledge and guidance is stellar.. I have referred several clients who are exceptionally happy with their experience. I highly recommend using Taylor Made financial. Catherine G.

Tisha was fun to work with during the home buying process. We looked at places together, followed rates daily and when the perfect scenario presented itself, we were ready. We had a 21 day close and everyone was happy. Who says home buying has to be hard. Tisha and her team were a pleasure to work with and I loved the handholding.

You couldn't find a better mortgage broker than Tisha. She was super knowledgeable about all aspects of the loan process and can get you a great rate. Working with her was so easeful. Her support and follow through was exceptional. If I ever need another loan, I will not hesitate to contact her.

Tisha is an amazing broker! Very trustworthy, and truly committed to getting the job done the right way. Taylor Made Financial lives up to its name?personalized service and outstanding results every time.

It is always a pleasure working with Tisha! She is knowledgeable & tenacious! I am always assured knowing that I can trust her with my business and that she has my best interests at heart.

Tisha worked with me to get a loan for my first home. She was so knowledgeable and hard working to meet my needs. She also made the process so smooth and easy.

Tisha was/is a joy to work with. She embodies the qualities I seek out when adding people to my life: honesty, professionalism, smarts, ingenuity and integrity. FIVE STARS ALL THE WAY!

I appreciated the expertise and responsive service when i worked with Taylor Made Financial. I was well guided and encouraged which resulted in excellent financial outcomes for my family. I highly recommend this outstanding woman-owned business!

Tisha is a very informative, professional, kind and mortgage expert. She makes the entire loan process seamless. ??

Tisha is so knowledgeable and her expertise is unmatched. She works hard to find the right solution for my needs and it's why she's my ?go to?every time.

This intelligent, kind, hardworking, punctual woman gives 110% when she does a loan for any one. Give her a try, you won't regret it!!!!!

It's always a pleasure and positive experience to work with Tisha... Over the years and many referrals later, she's still the best I've worked with. Not just 'professional', but personal, deep thinking problem-solver and it never gets old as she meets each new client and their challenges head on! Thanks Tish!

Tisha made the loan of my new home so easy and quick. She explained every step of the way what I could expect and from whom. She negotiated the best rate possible for me, I give her 5 stars and I know you will too!

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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