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    Business consulting

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    8 years ago

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    Profit & Wealth Tax Advisors

    Profit & Wealth Tax Advisors

    (20 reviews)

    Louie and his team are incredible at what they do. They take the time to detail everything. His…read moreteam is truly passionate on delivering an exceptional service to small businesses and helping business owners grow their businesses responsibly. Highly recommend to any small business owner needing a new Accounting team.

    I had been a loyal client of this tax company since 2017. Not only did I trust them with my…read morebusiness, but I went the extra mile to bring them to my brow classes as a special host, where they educated my students on taxes. Many of my students became their clients, which was great for their business--thanks to me. Fast forward to 2024, when I experienced a life-changing car accident. I had to pause their services temporarily because I wasn't sure if I'd even be able to work again, let alone pay for taxes. After a few months of recovery, I was ready to restart our services. But instead of welcoming back a loyal, long-term client, I was slapped in the face with an outrageous demand: my rate would jump from $610 a month to $995 and they insisted I prepay the remainder of the year and all of 2025--an insane total of $9,760! It honestly felt like they just wanted to fire me as a client. To make things worse, they marked my business as SUSPENDED after terminating me as a client. Oh and wait, when I asked to speak to the owner, Louie Vasquez, someone I had trusted for years, they flat-out told me he doesn't handle this anymore and I wouldn't be able to talk to him. After everything I had done for this company, they didn't even have the decency to let me have a conversation with the person I had worked with from the start. This company clearly doesn't care about loyalty, nor do they value their long-standing clients. They're more interested in squeezing as much money out of people as they can. If you're looking for a company that cares about you or your business--look elsewhere.

    Well Planned - Elyse Frisch - Owner Well Planned

    Well Planned

    (2 reviews)

    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.

    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.

    Amergent Techs - businessconsulting - Updated October 2026

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