We scheduled a zoom call with Gary for some advice and to determine if we should use his services…read more He answered all our questions open and honestly, guiding us in the right direction. If the need arises to use a CPA in the future, I wouldn't hesitate to call Gary again. Thank you for your advice, Gary!

Gary was very professional and very helpful. Went over and beyond my expectations…read more Gave really great advice and took his time to explain it well. Would recommend!

I had a complicated tax situation in 2025 involving multiple streams of income (1099, W2, 401k…read moreconversion, etc) and though I made quarterly payments, I knew I was going to need an expert to help minimize my tax bill. I learned about EAs from a community whatsapp and went in search of one. After looking for several weeks and reaching out to a few, it was Phuong's rapid response (by email and phone) and his kind demeanor that helped make my decision. Overall, working with Phuong was straightforward. After agreeing on an estimated cost, Phuong invited me to a secure portal to upload all of my documents. Alongside, Phuong provided a checklist to help guide all of the files/info that you should consider uploading. This was very efficient and helped expedite the process. From beginning to end, it took only a few weeks. It would've gone much faster, but I was delayed in uploading documents, so I caused the delay. Alongside, Phuong answered one-off questions as needed and quickly. And I had a lot of questions! But Phuong was always willing to help. The best part? Phuong confirmed I was actually owed a refund. I was stunned. Is there any better result than that? Of course, this means my quarterly payments were on target, but I'm not sure I would've reached the same result on my own. I can't recommend Phuong enough. He was fast, friendly and importantly, secure. I am certain I will be working with Phuong for all of my tax needs moving forward. Thank you Phuong!!

She's very nice and very knowledgeable! I feel comfortable working with her. She gave me more…read moreinformation I needed to know for the next year.

Michael came on as our HR consultant as we were going through some transition, he assisted in…read moreproviding a path that would make the exit process for outboarding teamembers professional and seamless. In addition we have given our employee manual a much needed tune-up and implemented with his expertise a detailed process for screening and onboarding new hires. So appreciative to be partnering with him. Strongly recommend sharing this hat with Michael.

We enlisted Michael to help us get an employee handbook in place, and establish some good HR…read morepolicies as we were making our company's first "real" hires. Michael was also available for some ad-hoc questions as needed, and did a great job of keeping us up to date on any changes in CA employment law that we should know about.

Knowledgable an professional, glad I found them , cant see going anywhere else for advice and or…read moredoing business , i recommend them to anyone

Howard has significantly helped me with me in a lot of aspects of my life. Before I started…read moreworking with Howard, my wealth management business consisted of working crazy hours, dreading going into my office, never seeing my family, constantly being in a bad state. After several sessions with Howard, I am now working half of the hours I used to. I have used the extra time to spend much more quality time with my family and to bring in more business which has already lead to an increase in 25% of my monthly income after the first four sessions. I can confidently guarantee with Howard's help already, I will double my income within 18 months. My two kids and my wife have all commented on my much improved mood and being there much more physically and mentally. The biggest result / reward I have had was when my daughter recently told me that she had "her happy, silly daddy back." Also, Howard has helped me acknowledge the differences of personalities in people which has lead me to go from a place of dreading talking to some individuals to actually understanding our difference and actually looking forward to and enjoying the conversations with these individuals. Howard has an incredible way of creating meaningful adjustments and actions steps for me that has created massive improvements. He has held me fully accountable by emphasizing reasons why I absolutely must take complete my actions steps. Anyone that is not satisfied with their current condition whether it's personal, business, or health, or feels like they have tried everything to improve, Howard can dramatically give you what it takes to not only attain but probably go well beyond your goals in a shorter amount of time that you imagined.

I transitioned from a part-time self employed massage therapist to a full time practice, doubled my…read moreincome in a year, and had more time for myself traveling and developing my artistic talents. Howard doesn't present you with "tips" to grow your business - he looks at the deeper level so you grow from within and come up with inspiring meaningful decisions and plans. I highly recommend him.

Pamela was amazing at helping us track and amanage our business and personal finances. She helped…read moreus get everything into a modern and appropriate system and is a joy to work with.

I encourage anyone looking for a bookkeeper to try Pamela's Bookkeeping…read more I have know Pamela for several years now and I know her to be an efficient, focused and talented individual. She's a wonderful person and a skilled professional and I know she will devote herself to meeting your needs and will keep your books and accounts in top order.

If I could give Score a rating of less than one star I would have done so. First if all they are…read morecomplete waste if your time and it takes a very long time for a so called mentor to answer your requests and reply to you. Second they send you a phony template and ask you several questions that are very vague and general questions. After I spent many hours of answering those questions they gave me phony excuses and rejected my answers even after I revised them so many times and then they lied to me in many occasions by accusing me not to answer those questions. They are very dishonest,corrupt, careless and complete waste if your time and money. Trust me they are there to completely waste your time and hard work. Stay as far as you can from this organization. They are complete scam and fraud. Be very careful.

Dr Valerie S. San Francisco, CA…read moreDec 21, 2024 I have the pleasure of working with George Schaefer through SCORE, and I am incredibly grateful for his expertise and guidance. George brings a wealth of knowledge, professionalism, and a genuine desire to help others succeed. From our very first meeting, George took the time to understand my goals and challenges. His thoughtful approach, combined with his ability to break down complex concepts into manageable steps, made a significant difference in how I approached my business strategy. He offered invaluable insights, practical advice, and resources that were directly applicable to my needs especially as he introduced me to AI. What stood out most was George's persistence, patience and encouragement. He created a supportive environment that allowed me to feel confident in exploring new ideas and making informed decisions. His mentorship has been instrumental in helping me move forward with clarity and purpose with my non-profit as well as my professional physician business. I wholeheartedly recommend George Schaefer to anyone seeking a SCORE mentor. His dedication, expertise, and genuine care for his https://www.score.org/inlandempire/profile/george-p-schaefer

I highly recommend Morgan! He is a voice of calm and reason - a fantastic sounding board who also…read morehas a wealth of information as it relates to what makes a winning business mindset. He takes a holistic approach to his clients' lives and doesn't just hyper-focus on a specific thing here or there. Rather, he keeps the big picture in focus and doesn't let you lose the forest through the trees! Give him a call! Andrew Rebennack

I knew I needed a bit of professional coaching to get me through a transition period in my career,…read morebut I just wasn't feeling motivated to do so. I was introduced to Morgan by a friend and decided to give him a shot. I consider myself to be a "grounded" person, but his coaching opened up new possibilities for the ways I was (and was not) engaging with my work. Without him, i don't think I or my business would be on the calm, successful track We are now on. As the new arm of my business continues to grow, I am forever grateful for the clarity I gained from working with him. I feel I will be able to grow with a steady hand at the wheel, rather than letting it pull me off center in my personal life, as I sometimes have with past projects. (Thank you, Morgan!)