Sunny is a tremendous person who excels in what he does. He helps you identify your goals and…read moredevise a plan to get you on track. He does so in a very relatable and approachable manner. I would not hesitate to refer my dearest friends and family to him, and have done so in the past.

We've been working with Sunny for a few years. And he's managing our accounts amazingly. I've…read morereferred multiple people to him. I get so much peace of mind knowing that he's there supporting with our financial reality.

I FEEL ABANDONED! I received an IRS notice for discrepancy for a prior year filing. Panicked, as…read moreI've never received any type of IRS letters/notices/audits before, I quickly contacted Neil for help. I left a message in the client portal, emailed twice, and called multiple times to a voicemail that doesn't accept messages. No response at all. Very unprofessional! After review of my taxes myself, I discovered that Neil made multiple mistakes. Missed amounts that were on the financial forms I submitted. Just sloppy work on his part. I trusted him & had been a loyal client. My bad for not thoroughly double checking his work, but his bad for not double, triple checking the numbers as a tax professional. This is an honest review & I'm hoping to save others from him. If you ever get audited, he'll ghost you & you'll be on your own.

I'm very disappointed with the lack of professionalism and communication. I scheduled an…read moreappointment with Neil last week to meet in his office this past Monday at 9 am (a date and time that he suggested). When I arrived (no more than 4 minutes after 9), the office door was locked, and no one was there. I double-checked the suite number, asked someone in the building if I might be in the wrong place, and still couldn't locate him. I called twice with no answer and couldn't leave a voicemail because the mailbox was full. I also emailed to let him know I was on-site and trying to reach him, and I received no response. I then tried contacting him through the online tax document portal chat function (which he instructed me to use to upload my documents), and still no response. I took time off work and used PTO to make this appointment. Given that I was asked to upload sensitive personal information (driver's license, SSN, and tax documents), being completely ghosted at the last minute is unacceptable. I would not recommend a tax professional who confirms an appointment, is a no-show, and provides no communication.

This is a follow up to my previous review after my taxes are done by Jeanine at Affordable Tax…read moreServices! I am happy I found her, and the process was easy for me to work with her. She actually picked up on some items that my previous tax guy didn't keep up on, and she cleaned up some depreciation item that were outdated. I am very happy I committed to her services, and will be using her from here on out. Thanks again to Jeanine and Affordable Tax Services for they help.

Jeanine helped me file my 2024 tax return and she was super knowledgeable! I started a small…read morebusiness and did not know what to do and she was able to explain everything very clearly and help me with my deductions to get the biggest refund I would qualify for. Her prices are also very reasonable. Would definitely recommend coming to her for your taxes or bookkeeping!

Came to get my taxes done for 2014 and was helped by Farhad Lodin. Very nice guy and super…read moreknowledgeable. Saved me more money than my previous CPA. Being a small business owner I needed all of the deductions I could get, and Farhad made that happen. He completed my taxes in 3 days and I received my copy that same day. I am very impressed with his professionalism and quick service. I will keep the referrals coming!

I have been doing my taxes with them for 3 years now and it's about time I give a review…read more They are responsive- I usually get an appointment the next day, which is really convenient for my schedule. My many complicated questions regarding the tax process are always answered throughly and they are great about asking questions to really maximize my return. Best of all their price is reasonable compared to other tax services providing the same type of professional service. I will continue to do my taxes with them.

Fantastic service!…read more We'd been searching for a financial professional for a while now and was very surprised when we could book a one-on-one free consultation with Ms. Teh the very next day. We detailed our plans to her, she gave us her professional opinion and gave us homework to do. She was pleasant, communicative and obviously knew her profession. We'll be using her in future for sure!

I have met with Christine Teh three times now. As a math teacher and professional, I have always…read morefelt a bit of shame and embarrassment about not being able to get a handle on taxes and finances. Christine was so encouraging. She took the mystery out of all the mess and gave me the confidence to take ownership of my finances. I always felt safe to ask any question, and she always answered in a way I could understand. This coaching experience has been life-changing! I cannot speak highly enough of Christine Teh and the invaluable financial guidance she has provided.

Two words, THE BEST! You will not find a more knowledgeable and responsive team! Serena has been…read moredoing our companies and personal taxes for a few years now, and she is nothing but amazing and gets the job done! She is always available when I have questions, and is very kind. I highly recommend Chance Accountancy!

From the owner: We are a full-service accounting firm licensed in California. We provide a wide range of services…read morewith the expertise and values of the larger accounting firms to individuals, business owners, executives, and independent professionals. We are affordable, experienced, and specialized in multiple areas, including accounting, tax and business consulting. Our goal is to provide professional and objective services that bring to our clients the highest level of satisfaction and exceptional value for every dollar they spent and to help them take the right steps to become more profitable and successful in their business endeavors.

1. this branch offices lied and was extremely harassing me. i had payment scheduled on 7/15. i…read morecancelled it because i was going to payoff in person. The branch called on 7/15 demanding payment- i told them that i will going to pay off loan with bank draft. the person then told me they can do that over the phone. So i paid the loan off. after i did that - then they told me ACH hold will be 3-5 days. This was never disclosed until after the fact. it screwed me over. 2. i have to trade in my car as my new car arrived 2 weeks ahead. So i have been asking them to provide me with a letter stating that the account has been paid and they are working to get lien released. But they have changed the tons completely and lied about everything A. ACH hold could take up to 15 days B. CA DMV has a 20 working day rule (it's only 8) C. CA has law that this take another 20 days (no there isn't) So they have my money since 7/16. As of today- they are more than happy to sit on my money and title- while i don't have a car for up to my 45 days based on their internal process time. Avoid this place

Don't waste your time! For months, they sent me offers by…read moremail, all kinds of them; when I applied, the system showed me approval. The catastrophe begins when the representative reaches out to you; they asked me to provide more than nine documents. I provided all of them; after that, the back and forth game started to provide more information, and I did that. after two days of frustration, the representative called and told me, "we can't help you." And when I asked why? She doesn't answer, so rude! Not sure how these companies think and why you were wasting my time from the beginning, and you can feel that they are racist.

I have been with Amy for years since she first started WFG and opening up my life insurance policy…read morewith her. She exudes professionalism, thoughtfulness, and is extremely knowledgeable in her field. She makes it easy to understand what you're signing up for and makes sure it fits your budget and needs. She courteously performs an annual review of my family's policies with us to let us know where we currently are and it's going in the direction where we want it to go. She's very accommodating to your schedule to ascertain you get the personal one-on-one time. In this day and age, there are so many agents out there but whenever I find someone in need of one, Amy's my highly recommended referral. I look forward to continuing my relationship with her for my life's financial benefits!

Amy is such an incredible agent. She is very knowledgeable in the inusrance industry. I have worked…read morewith her for many years, and trust her completely with our financial goals. I also referred her to my family and friends, which she was able to help as well. Because of her, I can sleep better at night knowing my family will be cared for when i am gone. She is more than an agent, She became part of our family.

SJ Accounting Consulting is extremely knowledgeable about federal and state tax laws, have high…read moreattention to detail, provide fast service, and their rates are fair. Highly recommended!

Mr. Sean is a highly experienced professional, and his pricing is very reasonable. We have been…read moreextremely happy with his bookkeeping and CPA services for the past five years. He reviews each and every account item carefully, pays close attention to detail, and ensures everything is accurate and compliant. His thorough approach gives us confidence and makes us feel comfortable and stress-free with our financials. Overall, his service has been excellent, and we truly appreciate his dedication, expertise, and professionalism. We highly recommend Mr. SJ for bookkeeping, accounting, and CPA services.

Knowledgeable, down to earth and someone I have complete confidence in her judgement and suggestion.read more

Julie is very personable but also very professional. I am a Real Estate/Loan Broker and I can see…read morewhen someone genuinely cares about helping others. She was very gracious with her time and asked strong, investigative questions. Thank you Julie