I discovered Monica Ji during a challenging time. My wife and I had been using TurboTax for years,…read morebut after experiencing several major life changes in a short period, we found ourselves in a complicated tax situation. Unfortunately, TurboTax's summary of our filing did not help us identify the issue. This year, we decided to hire a CPA, which is how we found Monica. We explained our situation and sent her our tax documents via a secure Dropbox. Within a week, Monica reviewed our information, filed our taxes, and pinpointed the issue that had caused the confusion. Thank you, Monica--we look forward to working with you in the future!

I came to Monica with terrible state of business taxes..late and overall just unorganized. During…read morethe pandemic it was more than difficult to find good tax help. Monica took me on right of way and was working on our multiple issues since the beginning. She was thorough. Asked lots and lots of questions for our benefit and overall just have superb work ethic. It's been amazing working with her and just over all grateful that she has gotten us to compliance... and is now preparing us for next year ! Thanks again Monica ! You are a life saver ! Happy to have this business relationship with you !

I am working with RSC group from last around 1.5 years especially with Robert and because of him…read moreonly, we have grown so much. In every meeting, he gives at least one such idea which solves big business problem in a very simple way. I highly recommend coaching from Robert. Thanks! - Ajay | D

Robert has an incredible ability to get straight to the heart of the matter…read more When we first met, I was facing major challenges and I remember being asked this one (of many) powerful questions: "Does your life work?" My answer was no! With his guidance, I transitioned from a broken business built on sweat equity and no pay to a life and business focused on what truly matters--creating real results, wealth, and success. Attending his group workshops and one-on-one sessions was a game-changer. The workshops provided fresh perspectives and personalized feedback for all participants, while the one-on-one sessions gave me clear, actionable steps. If you're ready to do the work and create a life that works, Robert Chun at RSC Business Group is the coach for you.

A friend recommended Vasquez and Associates to me when I moved to Southern California 3 years ago…read more I was starting a consulting business and my wife is in real estate and Louis helped me form a corporation to take full advantage of the tax code. Since starting the business, Louis and his team have provided exceptional service and sound advice that has saved me thousands of dollars in tax liability. Louis and his team are a joy to work with and I recommend Vasquez and Associates to anyone seeking help with their business and personal, accounting and financial needs.

Louie and the entire team are professional, outstanding advisors who really know how to help…read morepeople. They listen, gather the necessary information and then "in plain language" give their advise. I am on the east coast dealing with sale matters happening on the west coast and Louie's advise has been efficient, reasonable and considerate of all circumstances. They are great. Don't hesitate to reach out and as for help from them. You will be so glad you did. Kathy Delmonico 3/5/25

Over the past decade, the coaches at Donna Schilder Coaching have worked with myself and several of…read moremy direct reports, and their coaching has been instrumental in the growth and development of the leadership team. My leadership coach helped me delegate more, hold my direct reports accountable, think more strategically, and step into a higher level position within our company. I still miss our talks and think of our conversations often! After so many years working together, I regularly get calls from the company owner/founder singing the praises of Donna Schilder Coaching and how much of an impact they continue to have on the leadership team.

As a small business owner, Donna's coaching has proven to be invaluable to me. She has supported me…read morein honing my vision for my business and helped me shift my vision as my business has evolved over the years. Donna has also helped me identify and leverage my strengths and has been a sounding board for me in making business decisions. I highly recommend Donna Schilder Coaching to any business owner who is looking for a coach

My first commercial training! Was sitting in Michael's old KW office while learning from him,…read moreSteven and guest speakers!! I've seen how far he's come and now I get to learn about his strategies! Definitely looking forward to more NCREA classes so I can master this game!! :):):)

I attended the one day in May, 2018. I could not wait for the three day!!!! I've signed up for the…read morecoaching, I am super excited about launching my commercial real estate business!!! Thanks Michael, Angie and Kimberly . I can't wait to meet Cedric!!!!

I was able to get a consultation the next day after contacting this business, during the last few…read moredays of tax season. My consultation was with Anthony S. and he answered some of my questions and gave me reassurance in regard to tax preparation. He was well spoken and efficient. I didn't end up using his services at this time but I plan to use them in the future. Thank you Anthony, for your time. I recommend this accounting firm as they are professional and reliable.

We've been their clients for over 5 years for business and personal taxes. The team is responsive,…read morefriendly and knowledgeable. If I ever have any questions, they always make time to answer my questions and ensure that they have my best interest in mind. The personal touch customer service is the primary reason why I'm still with them. Big shout out to Eric who's been handling the majority of my accounts recently. Thanks for your time and patience!

Rachel is a great coach and really helps you not only work towards your goals, but to truly define…read morewhat your goals and desires are.

Rachel is a great speaker for your business or corporate event. She is a no-nonsense, extremely…read moredirect person with a kind heart. She will help you get shit done if you are willing to do the work.

Finally Got My Business Finances Organized!…read more I recently used Well Planned for bookkeeping/ business set up, and I couldn't be happier with the results. The team really understands what small business owners need--they took the back-office chaos that was consuming my time and turned it into an organized, manageable system. What impressed me most was their attention to detail and also their overall knowledge of starting and running a business. They got my quickbooks set up and guided me on which business entity made sense for my company. I appreciated the overall experience and guidance Elyse was able to offer. They didn't just handle the accounting side; they gave me real guidance and also referred me to some really great vendors for marketing, branding etc. The whole process was smooth and professional. I appreciated the transparency and responsiveness of the Well Planned team and how well everyone seemed to work together. I finally feel confident about my business finances instead of stressed about them- AND, they answered my questions without judgement (haha!) If you're a business owner looking for someone to take accounting and management off your plate so you can focus on what you actually love about your business, I'd highly recommend Well Planned.

First I had to admit to myself that I couldn't handle everything with my business, I needed do what…read moreI do well and let other pros do their thing. Well Planned got me up to speed so quickly with Quickbooks and a real plan. They provided me a good balance of hands on oversight and the ability to have control where I need it for quotes and invoicing. Their rates are in line with others, and I have already made back their fee through improvements to my billing, and freeing up my time to focus on my core work.

Yes, I've been going to this tax company for years now. Never had any problems. Love this place.read more

Filed my income immediately Paid him immediately he even…read morewalked the steps to get the next years return My $250 return The only negative is the steps going up to office very steep I just recovering from spinal surgery. Needed a walker After that. No problem his secretary walked the steps Received the next years I got the same discount