As a free service, we have listed a few companies below with whom Haynes & Associates CPA, Inc. have done business.  They have given us exceptional service and earned the right to be included below.  We are comfortable recommending their services to you.  Please let them know you were referred from our website.

These companies are available to provide their services to new clientele at this time.


Banc of California

Kandy Mobasser

Senior Personal Banker II

NMLS #650092

13031 Newport Avenue, Suite 115

Tustin, CA 92780

(714) 505-3047 Office

(949) 502-0443 Fax



Paul Mackay

Mortgage Loan Consultant

(949) 734-3039

CalDRE #01110107   NMLS #250371

Nancys Mobile Notary

& Loan Signing Agent

360 E. 1st Street, #586

Tustin, CA 92780

Phone:  714-323-5531

State of California Secretary of State Notary Public Commission, Certified Loan Signing Agent, California Bureau of Real Estate Licensed Salesperson since 1999, 25 + Years as a Corporate Real Estate Professional.


Amber Altman

Office of Michael Altman
Farmers Insurance
16397 Beach Blvd
Huntington Beach, CA 92647-7804
License Number: 0B09925
714-279-9090 (Office)
949-315-3955 (Fax)

  • Personal Insurance
  • Financials
  • Small to Mid-Size Commercial
  • Large Commercial Brokers
  • Hard to place risks



Melissa Levin

I Retire in Style

Melissa Levin, CFP

1585 E 17th Street

Santa Ana, CA 92705

(714) 831-1515  ext 101


Higher Level Processing

Student Loan Debt Relief

535 E First Street, 2nd floor

Tustin, CA 92780

(714) 880-8526

There are over seventy federal and state level subsidization programs – each with different criteria, information needs, documentation requirements and administration processes. Fortunately, navigating these programs is all we do.