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The Sapp Team | Brian Sapp - Summit Funding

5.0 (1 review)
Open • 9:00 am - 5:00 pm

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Haskins Consultant - Business card

Haskins Consultant

(18 reviews)

First off... Andrew is the bomb!…read more I was referred by a friend to Andrew because I needed 3 years of both business LLC and personal taxes filed (state and federal). He gave me a discount and got everything done quickly. He helped itemize my write-offs so I didn't miss anything, and made sure I was in compliance since my business needed the taxes filed to bid for contracts. The whole process was simple. I never had to meet in person, just uploaded my documents, and he handled the rest. Everything was e-filed and invoicing was easy. Fast, professional, and reliable!

My review is based on my first tax experience with Andrew. I received his information through a…read morereferral. Having complicated taxes from a being a business professional and W-2 employee Andrew has experience with all situations. Beyond being a wealth of knowledge, he has been super helpful with loads of advice. Our partnership has handled virtually. I feel like I receive better service online and through the phone than walking into H&R Block. Andrew has all the tools a business professional needs to properly handle their taxes. His website is user-friendly and customized for proper user experience. Andrew works super fast. I have to say lightning speed with detailed work that is accurate. I am impressed as this was my first time stepping outside the box and not using a traditional tax service. I will definitely use him again. Andrew comes highly recommended.

Alex Rojas - Secure Choice Lending

Alex Rojas - Secure Choice Lending

(22 reviews)

I just want to start off by saying I 10/10 recommend Alex Rojas to everyone! I started my home…read moresearching process in March of 2026 with no idea what I was doing, I just had a dream. We were referred to Alex by our real estate agent, and we sat down and spoke to him. Immediately he answered every single question, made us feel so comfortable and confident we were making the right decision. We left that day with so much knowledge, we started looking for homes immediately! Alex stayed in touch during the home searching process, and checked in constantly! He even reached out to the listing agent when we put the offer in our dream home, and he was on it! We had such a SMOOTH and easy home buying process because of our team. Loan Officers / Mortgage Brokers never get the credit they deserve, and I can just say Alex was wonderful. We will definitely do business with him again and will refer him to everyone! Thanks to his help, we are in our dream home as of May 6th, 2026. Thank you Alex!

As many of us who purchased right after the greatest rates in years, we were stuck with purchasing…read morehigh in the hopes of refinancing later. That later took a while. But throughout that time, Alex continuously kept us informed with the current rates whenever they reached a significant difference for us. He made sure that he had all he needed to make the move for us when the time came especially since rates change so rapidly. We were able to achieve our goal solely through his help and guidance. We will continue to use Alex in the future as not only did he help us save a lot of money, but he was also very friendly, personable, considerate, professional, and all around just wonderful to work with.

Meridox Real Estate and Mortgage - Linh Tran - Broker

Meridox Real Estate and Mortgage

(126 reviews)

I thought I would never end up buying a house...so when I found my dream home just randomly driving…read moreby one day, I realized I didn't have any knowledge of how the process work. While my parents introduced me to a family friend who was a real estate agent, I had no idea how to go about finding a loan officer! After digging through Yelp/Google, I stumbled upon Meridox Mortgage that had stellar reviews and took a chance. I called Meridox and was put in touch with Trung Tran. I let him know that I didn't have any knowledge of how the house-buying process works, but he was incredibly supportive and assured me he would walk me through every step. Shortly after we finished talking on the phone, he sent me a list of items to provide for the pre-approval letter. Trung's turnaround was quick. I sent him my information in the evening and got the letter the next morning. My real estate agent used this letter to draft the offer...it was accepted! After my offer was accepted, the rest of the process was somewhat nebulous, but my real estate agent worked closely with Trung to help me through. Trung was with me every step of the way. He patiently explained how my monthly mortgage payment and closing costs were calculated and even helped me negotiate a home insurance offer. He even kept a close eye on the market and advised me when I should lock in the rate. I thought home buying would be more stressful, but it wasn't as bad as I thought because Trung made every step clear and was very on top of deadlines. From pre-approval to loan closing, it took just one month! Thank you Trung for being so diligent and patient in helping me secure my dream home! Trung was also very proactive in reaching out to me a few months later when interest rates dropped by about 1%. I had the honor of working with Trung again for my refinance, and it was also efficient and painless! I recommended Trung to my coworker recently when she was looking to buy a condo. Highly recommended to anyone who is in a market for a house to look into Meridox!! Thanks again for your hard work, Trung!!!

I cannot recommend them enough. Linh is an amazing service provider, and she will meet you at your…read morelevel. A little background: I did 2 house purchases, and 1 house sale by myself without a realtor before engaging Meridox. I didn't need handholding, because I was not a first-time buyer. I wanted an advisor who can give me an honest opinion as to pricing, knows the neighborhoods, and can negotiate with the seller's agent. Linh was so on top of things. She understood that I was busy and scheduled multiple showings for me on weekends. She mapped out our route, so we can be efficient with time. She never asked me to consider any property that was outside my price range or not what I was looking for. I was able to knock out many home viewings with her, and we put in a couple of offers. I saw a house that fell out of escrow. I messaged her, and she was immediately on it. She showed me the house, called the seller's agent, and basically convinced the seller to take my offer that was a tad below listing that either that same day or the next. (OC is a hot market, so this was an incredible deal! My other offers all sold above listing.) She was incredibly responsive, super sharp, and very easy to work with. I used Meridox as my mortgage broker as well and used them again to refinance a year later. Very seamless and easy transaction. Forget all the agents who claim to "treat you like family." Choose Meridox: the true professionals.

The Sapp Team | Brian Sapp - Summit Funding - mortgagebrokers - Updated July 2026

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