My husband and I are very grateful for the financial guidance provided by Financial Journeys…read morePartners. It was very reassuring to work with an experts when we were planning to retire 4 years ago. Financial journey partners uses the most up to date software to help you see where your at financially and it it has great tools to help with budgeting . We use it daily. There is also a great social and Educational element to company, Elaine, Scott and Linda, offer regular educational webinars and have a variety of speakers give talks about relevant topics. The office staff is amazing also. They are very responsive if you need anything. Also there is a social element, they host an annual holiday party and other social activities for the clients. Last year they spearheaded the inception of a woman's group for their female clients. The group has encouraged all kinds of activities from pickle ball to hiking and movie going. They really go the extra mile and do an excellent job with our finances. They know the clients and care about them, that is why I highly recommend them

My husband and I have been Elaine Manley's clients for...well, many many years. At our first…read moremeeting, Elaine was able to persuade my husband to sign up for his new company's 401k -- we're old enough that it was still rather new so he needed the push. That decision set us up to be able to retire several years ago and to travel now. In the interim she and her team have alerted us to news we needed, held our hand when we needed to calm down about the market, and provided references for tax preparers, Medicare experts, travel experts and more. Her team is very sharp and very helpful. Elaine and her team have made our lives easier and we greatly appreciate that.

Nam is extremly responsive. I reached out to a lot of CPA and he was one of the ones that responded…read moreto my inquiry about internatioal wire transfer. Which I so appreciate. He was very generous during the consultation and was treating me like a client even though I wasn't a good match for his service. Nontheless, he was professional, helpful, patient, and very knowledgable. If I ever need his service, I would def hire him.

Navigating my tax situation is like trying to untangle a messy, complicated web - with ISO stock…read moreoptions from my employer's IPO, RSUs, AMT credit, cryptocurrency, and a recently acquired house in the mix. After negative experiences with other tax professionals in the Bay Area, I was referred to Premier Tax Advisors through a friend. My intro consultation was with Nam and I IMMEDIATELY knew that my tax situation was in good hands. In that first meeting, he provided a wealth of knowledge and value. I came away from that intro with more insight into taxes than I ever had at previous tax firms. The ease of my 2022 tax filing process was amazing. Every aspect was seamlessly conducted through email, phone, or video chat. I simply uploaded all relevant documents into a shared online folder, and Nam's constant communication kept me informed about the necessary steps. The entire process was incredibly organized. If you're like me and have a tax situation resembling a financial maze, save yourself the hassle and entrust your affairs to Nam and his team. They not only make the process easy but also deliver a level of expertise that's unparalleled in the Bay Area!

Brian and his assistant Andrew have been wonderful to us. We are very financially inept and needed…read moresomeone to help us with make a path to our goals. Brian is great to work with. He is not pushy at all. Brian made us feel like we were "big money" important clients even though he knows we aren't. When you are in need of a financial adviser, this is how you want to feel! I recommend Brian (and his business associate Andrew) to anyone. Thank you Brian for your initial and continued help!

I am thankful to Brian in helping my family to achieve our goals…read more He provided excellent service and demonstrated outstanding depth of knowledge. I wish there would be more professionals like Brian in our daily life.

I have been using S&S Tax service for over 20 years, and their service, professionalism,…read morefriendliness, and flexibility makes them able to service individuals, small businesses or a large corporations! During the pandemic when a lot of businesses had to resort to mostly internet interactions, S&S was right there, creating flexible appointments, and options for those who wanted an in office visit, or a a virtual one! The entire team is focused and ready to accomodate any tax situation with the latest technology as well! Joe, Nancy and the rest of the staff are wonderful! You don't have to worry about them following up with you either as far as updates, and furnishing documentation! Please use them if you haven't already! Five Stars!

I have been using S&S tax service for over 35 yrs .Thru 5 audits ,Sal was always there .We lost 1…read moretime for $1500.00 Sal refiled 3 priviest years &I received $ 3200.00 back from IRS.I know he has retired, so I used his son Joe for 2020 tax's via webinar .I had my refund 4 weeks later. My tax's are not easy, as most. Seems son learned well. it

It was a very challenging season because of all the new tax stuff here and there. I was very…read moreanxious, but the team really helped my family and me with all our tax concerns. The service is just top-notch - I appreciate how they were able to answer all our concerns easily. Totally, getting them again in the next season because they give value to our time and resources.

6 month follow-up update…read more. I know you may have been waiting with bated breath, so I'll try my best to keep this short. After 20+ additional emails (between both parties), we were finally able to receive our federal and state abatements from 2024. While this is good news and we are pleased with the outcome, it does not negate the unpleasant experience. After the last review, they took note and designated someone to call the IRS on our behalf, instead of repeatedly sending papers in the mail that the IRS would never receive. After receiving the federal abatement, we then had to ask them to help with the state abatement. In case you aren't aware (since I was initially not educated on this matter), you are allowed a 1-time federal and state abatement. Meaning, if you are in good standing, they will erase your fines, but not the interest. Some additional notes: 1. They are a global team, as their new name implies (Unified Global). This means that your team may be located in various time zones and countries. 2. Their software is straightforward and simple to follow, which I did appreciate. 3. Their timelines for filing, in my opinion, do not include a sufficient buffer if you have additional questions and/or corrections. We were asked several times to remove the last review, and after some thought, I have chosen to amend it. Similar to prior Yelpers, I believe that it they have improved their services, my initial review will just be background noise as the one off.

I had a very bad experience with Larysa Prytula and would strongly suggest NOT using her for any…read moreinvestment advice or service. She is not trustworthy and did not fulfill her judiciary duties. She advised me to invest in high-risk "alternative investments"; i.e., non-traded REITs and BDCs. She knew that I was elderly and a Stage IV cancer patient, and yet took advantage of my ignorance of such investments. Initially, she administered a risk assessment questionnaire, and I scored very high on the "low-risk" end of the scale. That is, I wanted no risky, illiquid investments. When I expressed concern about these non-traded entities, she had two responses: 1) they were destined to "go public" within "a year or two", and 2) we could sell them in the future if I wanted. It turned out that neither was the case, and now I have thousands of dollars stuck in investments that I cannot liquidate even after over 2 years of trying. She has been uncooperative in attempts to get my investment money returned. I firmly urge you not to use Larysa Prytula at Solutions Wealth Management for any investment advice.

There are many choices for financial planning, but I recommend the advisors at Solutions Wealth…read moreManagement in Campbell. I have known three of their advisors for over two years and I can honestly say I feel comfortable recommending any advisor at this firm! I am looking forward to investing my money with LPL Financial. Larysa Prytula at can be that trusted advisor for you. She is a whiz at researching trends and good investments. She is also very kind and approachable.

Thai has been filing our taxes since 2022. He is extremely knowledgable about all things accounting…read moreand has been taking good care of us. Personality wise, he is a bit reserved but make no mistake, he is a wealth of knowledge. His filing fees have also been fair. One particular anecdote, when we were filing taxes last year (2024), I actually made a mistake in reporting how much estimated taxes I have paid over the year to IRS. Because of this, we miscalculated and were fined $1000 by IRS. Thai was quick enough to give a call to IRS and ask them for a waiver on the penalties since it was our first time, and he was able to get that waived off for us.

Thai is awesome! He is extremely knowledgeable about general tax inquiries and tax strategy. He is…read morequick, succinct and to the point. He helped me file an amended return and helped me reclaim thousands of dollars. He is knowledgeable about tax filings as it relates to RSUs, stock options, and other stock elections. His office is located in a quiet neighborhood which made meeting him in person easy and simple.

This is my third year with trike financial!! I got GREAT…read moreSPEEDY SERVICE!!! Done right!! I highly recommend try financial for your tax or financial needs Tony is great!!!

Tony has been doing my taxes for the last few years and the work he's done has been fantastic. Tony…read moreis very thorough and has been able to identify a few deductions for me for that I didn't know I qualified for. Tony is very laid-back and down-to-earth and does a great job explaining everything to me. If you or your business need a great financial advisor, Trike is an awesome choice.