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    AC Logix

    5.0 (1 review)

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    13 years ago

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    Tri Valley Universal

    Tri Valley Universal

    (17 reviews)

    Lailoma went above and beyond to ensure my documents were seamlessly served during a stressful…read moretime. I called her at noon to discuss my situation and she made the first attempt within 2 HOURS. Unfortunately, the property was inaccessible but she returned the following day and called me immediately and stated there was still no access to the property. Lailoma could have easily told me, "we tried, job done, good luck with everything," but she did not stop there! She researched the company's limited business hours and called the business to confirm their weekend hours. She made another trip to the property and served the documents directly (on her day OFF). I received confirmation from her within minutes. Not only did Lailoma successfully serve my documents to ensure I could keep my scheduled court date, she took the time to explain all my options and next steps. She even offered to deliver the proof of service to the courts. I hope to never find myself serving a company or a person in the future, but I would highly recommend Tri Valley Universal. Thank you Lailoma, for helping me during a stressful time!

    So glad I found Laila and Tri Valley Universal on Yelp! A much larger (unnamed) company that I was…read moreusing only completed part of a job that had a Sunday deadline, and they apparently don't work weekends. So I had to scramble and find someone else. And even though I called Laila on a Saturday evening, and she was out of town, she took my call and made sure my papers were served on multiple parties and in a nick of time. Not only that, she was very professional and pleasant to work with, and her fees were very reasonable. There was literally nothing she could have done better.

    LifePlan Lawyer, PC - Our amazing staff!

    LifePlan Lawyer, PC

    (74 reviews)

    My husband and I retained this law office two months ago, and directly worked with attorney Pete…read moreHatz, who helped us prepare our estate plan. Here are the reasons I chose to work with them and would gladly recommend them to others: 1. They have lots of California-domiciled, cross-border, clients, who have assets and family relationships spread across continents. They have the experience and know-how to prepare distribution plans that cater to the unique situations of their foreign-origin clients. 2. Their founding attorney, Jay Roadarmel, is a Bar-certified specialist in California's estate planning laws. This, in simple words, means that the big daddy State agency that regulates their business, acknowledges them as experts with more specialized knowledge and more experience compared to their contemporaries in the same area of practice. If your estate plan is complex or potentially litigious, I recommend you consult them for their specialized command in California's probate and estate planning laws. 3. They have a close-knitted office structure with a great support staff. Phone calls are timely returned. They also have all the necessary infrastructure support: the compiling, notarizing, deed recording, filing, and follow-ups - everything was taken care of by them in my case. 4. Our attorney, Pete Hatz, who is dual-licensed in California and Michigan, spent a great deal of his time educating my husband and me on the basics of estate planning in California, which helped us put in clear perspective how we wanted our assets to be distributed. There were back-and-forth emails, and Pete was always patient to address our questions and doubts. 5. I found their billing practice to be fair, reasonable, and transparent. There were no surprise or hidden costs. 6. They truly advocate for their clients. While looking for estate planning attorneys in my area, and before deciding to retain them, I came across their stellar client reviews on Yelp and Google. There was one review that particularly caught my attention. I read in that review that they declined to proceed on a matter, where it became apparent to them that the son of their elder and ailing client was excessively interfering in his parent's distribution plan. I found their approach to not proceed in this matter, and in the process, to let go of their professional fee, to be astute, tactful, and very ethical. In all likelihood, they protected their elder and vulnerable client from being financially abused by an interfering (beneficiary) child. Being in the practice of law myself, I have greater respect for attorneys, who, in their private practice, not just work in the best interests of their clients, but also strive to protect public interest. If you are based in California or Michigan, I highly recommend this law office.

    LifePlan Lawyer office was highly recommended for our living trust and the recommendation was spot…read moreon. The wife and I have been putting this off for a few years but finally came around to get it done. I have endless praise for Jay, Peter, Debbie and Laurie on their knowledge and professionalism as well as making the process stress free. Great communication with all and the Zoom calls with Peter answered all our questions. I would highly recommend them for all your estate planning and life needs.

    Impact Complex Financials

    Impact Complex Financials

    (14 reviews)

    100% 5 stars. I've been using impact for the past few years, and they always take care of me. The…read morelast couple of years I was a bit late on submitting my taxes and they filed an extension on my behalf with me even asking. If you're looking for a tax guy that you can rely on- Christian and is team are the goats. I'm sure I'll still be with them when I'm old and gray.

    6 out of 5 STARS ***** 11 out of 10 STARS *****…read more This guy is GOLD!!! Mahalo Christian for all the answers I was looking for... I've been struggling to find answers for my tax situation. I've been doing my taxes for the last few years, but will eventually need to create a new tax structure to accommodate growth and eventually find a tax firm to take over when time is becomes more of a premium. I found Impact Complex Financials on Yelp along with a 5 other tax firms. I picked the top 5 highest rated businesses in my area and reached out to all of them. Only one had clear and concise communication with a follow up and did not charge ridiculous fees...take a guess who was the clear winner = Christian from Impact Complex Financials Christian is a sharp young gent; punctual, professional, well spoken, knowledgeable and most of all honest. That gut feeling when you run into a good, decent human... According to his website he is a Certified Management Accountant and an Enrolled Agent as well...brilliant! I had a new client consultation with him and he answered all the questions I had without hesitation and also gave me an honest breakdown of my situation. I will most definitely be referring people his way. Be sure to visit his site. https://www.impactcomplex.com/ Also be sure to check him out on Instagram, so many useful and educational videos. https://www.instagram.com/chrisedoria/ Cheers!

    AC Logix - professional - Updated May 2026

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