Trinity Financial Services

Trinity Financial Services

Reviews Summary

The reviews consistently highlight exceptional service, with frequent praise for professionalism, thorough communication, and deep expertise. Many emphasize how the broker simplifies complex processes, provides clear explanations, and offers patient, personalized support. First-time buyers particularly appreciate the guidance and reassurance. The broker is repeatedly commended for going above and beyond, securing favorable terms, and ensuring smooth transactions. Responsiveness, organization, and trustworthiness are recurring themes, with strong recommendations for both purchases and refinancing. The overall sentiment is overwhelmingly positive, with many noting they’d return for future needs.

About This Listing

Bookkeeping
Accounting
Payroll
Tax Preparation
Tax Planning
Financial Advisory
Small Businesses
Individual Taxpayers
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
Accounting
Payroll
Tax Preparation
Tax Planning
Financial Advisory
Small Businesses
Individual Taxpayers
Real Estate
QuickBooks

Contact Information

Address

684 Alamo Pintado Rd # C

Solvang, California 93463

Hours

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

Customer Reviews

Julie was amazing to work with on buying our first home! She was super honest, patient, and always took the time to explain everything clearly. She helped coordinate all the parties involved and made the whole process so much smoother. Highly recommend her if you're looking for someone trustworthy and supportive!!!

Trinity Financial Services made the mortgage process as smooth and stress-free as possible, and that's saying something. Julie and her team were incredible?knowledgeable, responsive, and genuinely cared about helping me find the right solution. She explained everything clearly and kept things moving. We felt supported every step of the way. Highly recommend working with them if you want a team that knows their stuff and truly looks out for you.

I recently had the pleasure of working with Julie, and I couldn't be more satisfied with the experience. From start to finish, communication was seamless and the process moved swiftly. Julie is not only kind and understanding, but also a true professional. She exhibited remarkable patience and took the time to guide me through each step, ensuring I understood everything clearly. Her dedication to explaining things thoroughly was greatly appreciated. I would give her a 6 out of 5 if I could! Highly recommend

Julie is extremely knowledgeable and gives us great confidence that we are getting the best possible loan deal. Her advice and communication was excellent and we were never left with doubts or uncertainty. We have relied on her in the past and her support and advice has always been spot on. Absolutely strongly recommend!!

I just finished the close of our new home and worked with Julie. There are not enough positive things that can be said. Well before we found our home, Julie assisted with information gathering and provided updates on markets, ran figures, and helped ease the concerns of the unknowns. Once we found a home to make an offer on, she was with us every step of the way, with quick responses, knowledgeable, and, most importantly, kind. I would highly recommend Julie and will certainly come back in the future.

Julie did an amazing job of helping us through the plan process. We could not have done it without her and her expertise. We would highly recommend Trinity Financial to anyone starting the home loan process! We will definitely use them again if we refinance.

Julie is incredible! We've worked with her on two home purchases and have been blown away by her communication, diligence and attentiveness. She's also been very supportive and eager to answer any questions. We look forward to partnering with her again in the future and highly suggest her to anyone!

Julie was amazing to work with on the purchase of our new home. Her attention to all the details and thorough communication at each stage of the transaction process were top notch. She went above and beyond to help us select the best mortgage option and to make sure all the details were handled. A++

We had the pleasure of working with Julie at Trinity. She is extremely knowledgeable in what she does. She was able to find us the best rates out there and worked around our budget. She was also so quick to answer any questions we had and with her help and guidance we felt very confident in our final home decision!

Julie is incredibly well organized, thorough, and a true professional. She stayed in constant contact with our lender, home insurance company, and builder during the entire loan process. Our loan was approved and funded flawlessly. Julie also fought hard to get us a great interest rate and save us money. If you need a mortgage loan, I strongly recommend Julie and Zach at Trinity Financial Services.

Julie went above and beyond to secure our financing. As first time buyers, we needed a patient team member to explain every step and Julie did just that. Whenever we needed clarification from our realtor, the sellers or lender, Julie was on the job. We couldn't have asked for a better mortgage broker. Her tact and communication skills allowed us to close escrow on time and without issue.

Julie helped my family last year with a mortgage and this year with refinance since the rates had dropped significantly. She is incredibly organized and knowledgeable. I had never gone through this process before and she made it so simple. She answered all of my questions with care. She was very communicative about the process, where things are and what to expect. I appreciated her working through various rate/principal scenarios that helped me make the best decision for my family. I highly recommend her!

Julie De Marcus is our mortgage broker for our current refinance. It is without any question that the reason we have refinanced our house today is because of Julie. As I'm sure she would agree, our recent home refinance was an incredibly complicated and, at times, complex transaction. Indeed, there were plenty of occasions when it looked as though the chances of refinancing the house would be just too difficult. There is simply no possible way this outcome would have been reached if she were not gently s

Julie was marvelous. She took me through this arduous procedure of getting a reverse mortgage with what seemed overwhelming at times, but Julie handled it with ease and always reassured me that everything would be fine and it was. I would recommend Julie to anyone doing a mortgage, a refinance or a reverse mortgage.

I have worked with Julie on my condo mortgage and on a refi and equity loan. Julie was so helpful and explained everything clearly to help me understand it. She communicated with me through out the process. I have recommended Julie to others who need financial services.

Julie was outstanding and helped me navigate through a stressful time of becoming a first time home owner. She put my worries at ease and explained everything so well. Very kind and trustworthy. I knew I was in good hands.

Julie made the first time home buying process so enjoyable for us. She is so knowledgeable and efficient. We really enjoyed working with her!

We worked with Julie DeMarcus and she is amazing. Julie is knowledgeable and responsive and great at communication. We highly recommend her!

We have worked with Julie to both purchase homes and to refinance. She has always been wonderful to work with! We highly recommend Julie for whatever you need!!

Unbelievable attention to every detail combined with extraordinary patience! Mine was tricky due to self-employment and Julie got the job done!!!! She knew exactly how to present our financial picture to the lenders.

There is no one more hardworking, diligent, trying to make things work than Julie DeMarkus. She has helped me with several Refis in the past, and I would recommend her highly!!!

Julie Demarcus literally it was our salvation on saving our home we need it to close really soon in a very short period of time and she have a tremendous obstacles But she was able to figure it out definitely she is very professional very smart and she knows what she's doing definitely 100% recommend it thank you Julie

One of the best Lenders I had the pleasure of working with. Always made sure I had all the information that I needed, always communicated with and always made me feel at ease. Thank you Julie!!!

professional, thorough, prompt, and responsive service

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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