My family and I have been loyal clients of OC Financial Services for years. The owner, Irene, is a…read moretrue expert and incredibly compassionate; she always goes the extra mile to ensure everything is explained thoroughly. This year, Michelle handled my taxes; she was so professional, knowledgeable, and patient with all my concerns. I can't recommend them enough, the entire staff is truly amazing!

My experience with OC Financial Services was great from the initial phone call. When our…read moreappointment with Irene,for tax advise,she listened to our concerns and gave us answers we could understand. Irene went way way beyond what we expected. The whole office was very accommodating and pleasant .We did not feel rushed one bit.Thank you Irene and staff for your caring manner.With out hesitation we will be back!

Maggi was great. Super smart and passionate about investment planning and the tax consequences. I…read morestrongly recommend and would use her again.

Maggie helped me file my taxes this year and made the entire process very easy. This was my first…read moretime using her service (former tax preparer had retired) and was very pleased with her knowledge, expertise and efficiency. In 60 minutes she was able to prepare and submit (electronically) my taxes for 2023. I was prepared but was still very pleased with how quickly she was able to process information while getting necessary forms ready. I look forward to having her prepare my taxes next year as well and definitely recommend her services.

Requested a free consultation, and Tony was very helpful and honest during our online meeting…read more It's hard to find companies with knowledgeable individuals who can provide valuable opinion as many are like robots so it's refreshing to have someone understand your needs and try to give you their best advice. Hope to work with Tony at Crosdroads Planning for our future tax planning needs.

I contacted Crossroads Planning after my mother passed away to get help with estate and tax…read morematters. John's presentation was clear, professional, and very informative. What impressed me most was the compassion they showed. Their kindness and expertise meant a great deal to me, and I've saved their information to use their services again in the future.

They had so many bad reviews they cut them out and wrote their own. Nick is interested in how much…read moremoney he can get, primarily from you. He does not recognize any type of fiduciary responsibilities. He did a terrible job on my account, Terrible.

Excellent work. They have taken care of me for years. There is never a worry or thought when they…read moreare doing your taxes

Favio is great! I've been doing my taxes with him for a few years now. He's efficient, detailed and…read morevery honest. He will work with you to get you the most for your tax return without jeopardizing his honor. I highly trust and recommend him to anyone! Also, he offer a good price for what his work!

Used Favio's tax services a while back, and unfortunately got audited after using their service. If…read moreyour return is even slightly complex, I would avoid using ArriettaCPA. Might seem cheap on the front end, but can get expensive if you get a tax audit.

We needed a new tax person as our long term one had retired. A couple friends had referred us to…read moreMike at Sackett Financial. We are extremely satisfied with his services and at a reasonable rate! Thank you Mike, we are your new long term customers.

Mike has done my taxes for 27 years. He is knowledgeable, professional and thorough. He is also…read moretrustworthy and very honest. He and his team make the tax preparation process easy.

Got a call this morning on a Saturday from Kinecta saying there was fraud on my card/account. I was…read moreable to make it down before closing to get a new debit card. Lee helped me get the fraud claim put in and get the new card. He was friendly, super helpful and answered my questions. I also I needed a cashiers check and he was able to add that in and got me on my way without waiting long. My last few trips into the branch have been great experiences.

Nowadays I only use Kinecta for direct deposit. I keep 95% of my money with a separate bank. I've…read moreused Kinecta for years and have recently moved to La Mirada. This is the closest branch to me. I'm glad I only have to come here once a month to get rent money. This location never has enough tellers. There's always a long line.

Working with Kyle Clark has been a standout experience from start to finish…read more After a deeply frustrating experience with another financial advisor program, I was cautious about starting over, but working with Kyle has been a complete 180. From the start, Kyle was thorough and patient. He walked me through transferring all of my existing funds, helped me establish clear savings goals, and gave me concrete, actionable guidance I could actually act on. What impressed me most was his timing: all of this unfolded during a period of significant personal transition for me, and he handled every step with professionalism and calm. The results have spoken for themselves. My portfolio has reached record highs, and for the first time, I genuinely feel in control of my financial future. If you're looking for an advisor who is competent and steady under pressure, I can't recommend Kyle highly enough!

Been with GK since Day 1. Best financial decision I ever made was to believe in Danilo Kawasaki. My…read morekids and grandkids will be grateful for that decision someday!

I was referred here by another coworker. Jesse Vasquez was the first available tax specialist. I…read morehave have a complicated tax matter related to the sale of a home and 3rd parties involved. Jesse helped me with the tax situation and I received my reimbursement within 2 weeks. He was very helpful, knowledgeable, and available. I highly recommend Jesse.

First time doing my taxes here. Edgar was very informative and helpful. Appointment was quick…read more Definitely worth having him do my taxes this year.

Kemp Financial Management is very helpful. They explain their money management strategy to help…read moreeducate clients. They are available for questions. They take care of out of state clients. My parents have used them for years, and I joined a while ago, but recently started using more of their services.