I had a 15-minute call with Gary, and he was able to answer all of my questions and point me in the…read moreright direction based on my tax needs. I really value his honesty and his willingness to help. His knowledge and experience made me feel confident that I was getting the right guidance. I highly recommend Gary for anyone looking for a knowledgeable and trustworthy CPA.

Gary is extremely knowledgeable and stays up to date in his education which is extremely important…read moreto me. He listened and provided answers to immediate concerns and met all expectations (and then some!). Highly recommend Gary to anyone who is looking for an expert in the finance/tax planning field.

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!!

Phuong was extremely responsive, knowledgeable, and followed up without any extra action on my…read morepart- which I really appreciated given how terrible it feels when you have started a process with someone and you have to constantly reach out to get a response! Phuong was a professional throughout the entirety of the process and guided me through calculating and the actual process of paying off quarterly taxes with patience and kindness. He also gave me an estimate of the price before conducting the service and was very transparent. Highly recommend if you are starting your own business!

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

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.

Howard Miller can help your business grow and succeed - simple as that!…read more One of the most powerful things you will get out of his coaching services is accountability. Howard will help you setup achievable, practical, short term goals that when added together bring about major long term improvements to your business. Whether it be with hiring, employee retention, marketing or a complete reconfiguration of your business model, Fulcrum Point is where to start.

SCORE is a wonderful resource that I was introduced to in 2002. They try to pair you with a mentor…read morethat fits your industry as closely as possible. I've taken classes through the SBA and met regularly with my friend and mentor, John Dellar. Words cannot express my gratitude for having John walk me through the ups and downs of business. He's been a blessing and I tell him repeatedly that any time I haven't listened, I've fallen. For my fellow entrepreneurs - take advantage of this resource--you may not always like what you hear, but these SCORE counselors have been through it all. They donate their valuable time and energy to help us not make potential mistakes. Best of luck and thank you to SCORE!

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.

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!)

I work with a film production company in LA and we needed data collected from film festivals…read more2000-present. It was a huge undertaking and our little office needed extra hands to complete it. Rather than having to hire someone to come in and do it we went to Kety. All she needed was a quick explanation of what we expected and within a week had all the information for us. No problems whatsoever. She was immediately available when we had to add a bit more for her to process. I would definitely use this service again!

From the owner: Blue Globe Administrative Services provides Administrative and Executive support to small, dynamic…read morecompanies who wish to stabilize their headcount. We specialize in using collaborative technology such as Web Conferencing, Online Document Management Systems, and Online Project Management tools.

Akemi claims efficiency, but what really defines her approach is an unforgiving attention to every…read moredetail that too many so-called professionals miss. I don't praise easily, but she tore through our tangled financial mess like it was nothing, giving us clarity where there was chaos. Her speed is not a breath of fresh air; it's the baseline anyone should expect. If you want someone who will treat your financials like a personal challenge rather than a routine task, Akemi is who you call.

Akemi has helped me from the moment I incorporated my company in 2014 and has been an amazing…read morepartner throughout all those years. She is extremely capable, delivers very quickly and is just a joy to work with. On top of that, she is also incredibly thorough and doesn't make any mistakes. Akemi is always able to answer questions and take the time to explain things. I cannot rate her highly enough! Give her a call, you'll be happy you did!