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WFG National Title Insurance Company

WFG National Title Insurance Company

Reviews Summary

The consensus highlights exceptional service, with frequent praise for professionalism, efficiency, and clear communication. Many reviewers appreciated the smooth, stress-free process, especially for first-time homebuyers or out-of-state transactions. Specific teams and individuals were noted for going above and beyond, fostering trust and long-term relationships. The overall sentiment is overwhelmingly positive, with high recommendations for their expertise, responsiveness, and dedication to making transactions seamless and enjoyable. A few mentioned minor areas for improvement, but the vast majority rated the experience as outstanding.

About This Listing

Business Consulting
Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
Financial Advisory
Estate and Trust Tax
International Tax
Mid-size Businesses
Large Enterprises
High-net-worth Individuals
Real Estate
State-Specific Experience
Multi-state Experience
Cross-border Taxation

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
IRS Representation
Entity Structuring
Financial Advisory
Estate and Trust Tax
International Tax
Mid-size Businesses
Large Enterprises
High-net-worth Individuals
Real Estate
State-Specific Experience
Multi-state Experience
Cross-border Taxation

Contact Information

Address

66 Bovet Rd #200

San Mateo, California 94402

Visit Website Call Now Get Directions

Hours

Sunday Closed
Monday 8AM-5PM
Tuesday 8AM-5PM
Wednesday 8AM-5PM
Thursday 8AM-5PM
Friday 8AM-5PM
Saturday Closed

Customer Reviews

Working with WFG was a great experience. Katie and Mona brought a sense of calm to the closing process, which was very much appreciated. Throughout the journey, I was kept informed about appraisals, approvals, and property permits. Having a team of dedicated professionals made a significant difference, and even when my bank seemed poised to cause delays, I was advised to expedite the transaction to keep things moving smoothly. I have much gratitude to the WFG National Title Insurance Company team!

Friendly, helpful, prompt response, great communication, extra effort to help me as an agent be successful. Highly recommend. Best title company I have ever worked with. They definitely went above and beyond in every aspect of closing. They care about creating long term relationships.

Everything was very easy and went smoothly for our first home purchase! I appreciated how professional, timely, and kind everyone I interacted with was. Definitely would recommend using them.

Katie Berggren and her team are the absolute best at closing real estate transactions. We wouldn't trust anyone else to represent us and meet our needs. It was an enjoyable process working with her.

WFG Title is hands down the best title company I've worked with. Katie and Mona are absolutely amazing?they're always so responsive and go above and beyond to answer all my questions. Their professionalism and dedication make every transaction seamless and stress-free!

Katie, Mona and their team are amazing. Their years of experience definitely shine through. Best Team in the Area!

Katie helped us walk through signing everything and helped make our first home purchase feel magical and special.

Mona from WFG made it so easy and understandable for myself and sister to sign all of our paperwork for our new property. Mona was very welcoming and friendly! I highly recommend her and this Title Company!

My client and I were genuinely impressed with Donna Andersen's outstanding performance. She exhibited remarkable competence in managing every facet of the transaction and skillfully communicated with all parties involved. We are eagerly anticipating the opportunity to work with her again in the future and highly recommend her services.

Everyone at WFG in San Mateo is SO helpful. Not only that, everyone I have interacted there has been knowledgeable, patient and reachable. I am so pleased with the service at WFG National Title in San Mateo and look forward to working with them again soon!

Monica, one of the best escrow officers I have worked with, exceeded my expectations with her exceptional speed, precision, and extensive knowledge. Her efficiency made the process seamless, and her accuracy instilled confidence throughout. A true professional in every sense.

Donna is a wonderful person, she did a excellent job, very patient friendly and helpful. Thank you very much Donna, we very appreciated your help. If we have a chance for the second house, we would love to come to you again. We definitely ?? % recommend her to anyone.

Outstanding and exceptional service. I highly recommend WFG and, specifically, the San Mateo branch. Aaron has been an enormous help to myself and my team. It's much appreciated!

I lived out of state and it was made so easy. They kept me well informed. Would definitely recommend!

Katie Callos and all the staff at No American Title Company always goes a step (or many) above what is needed. Anytime I reach out, if I do not connect with them at the time of call, the call is returned immediately. Katie is very knowledgable with the tools of the industry and very proficient in teaching the products. No American Title is my first choice always.

WFG did a good job. I highly appreciate for all your assistance i was very satisfied with out closing of escrow in Stockton.

WFG National Title was excellent to work with... very professional, quick in responding... definitely work with and recommend!

Great experience. Smooth process.

NICE PEOPLE TO WORK WITH. THANK YOU,

WFG is quick to response that they received the money wired transfer and they are quick on closing !!

Prompt, organized, and excellent communication.

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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