As someone who uses Yelp a lot, I don't hand out 5-star reviews lightly, but Christine Teh…read moreabsolutely earned this one. I reached out because I'm working hard, but still not seeing enough in my paycheck to get ahead. Christine immediately spotted things I completely overlooked, including helping me adjust my dependents correctly, which honestly made a noticeable difference in my overall paycheck. That alone took a huge amount of stress off my shoulders. What I appreciated most was how professional and down-to-earth she was throughout the whole process. No pressure, no talking down to me, no "finance influencer" gimmicks. She explained everything clearly and gave practical advice that actually applies to real life. She also helped me focus on budgeting in a way that finally clicked for me. Not restrictive. Not unrealistic. Just smart habits and structure that made me feel more in control of my finances, rather than constantly reacting to bills and expenses. You can tell Christine genuinely cares about helping people improve their situation, not just selling a service. She's knowledgeable, patient, professional, and easy to talk to, which makes a huge difference when discussing personal finances. If you're trying to improve your finances, better organize your budget, or simply understand where your money is really going, I highly recommend hiring Christine Teh. Definitely a well-earned 5 stars from me.

I have met with Christine Teh three times now. As a math teacher and professional, I have always…read morefelt a bit of shame and embarrassment about not being able to get a handle on taxes and finances. Christine was so encouraging. She took the mystery out of all the mess and gave me the confidence to take ownership of my finances. I always felt safe to ask any question, and she always answered in a way I could understand. This coaching experience has been life-changing! I cannot speak highly enough of Christine Teh and the invaluable financial guidance she has provided.

Came to get my taxes done for 2014 and was helped by Farhad Lodin. Very nice guy and super…read moreknowledgeable. Saved me more money than my previous CPA. Being a small business owner I needed all of the deductions I could get, and Farhad made that happen. He completed my taxes in 3 days and I received my copy that same day. I am very impressed with his professionalism and quick service. I will keep the referrals coming!

I have been doing my taxes with them for 3 years now and it's about time I give a review…read more They are responsive- I usually get an appointment the next day, which is really convenient for my schedule. My many complicated questions regarding the tax process are always answered throughly and they are great about asking questions to really maximize my return. Best of all their price is reasonable compared to other tax services providing the same type of professional service. I will continue to do my taxes with them.

Our long time tax preparer retired without letting her clients know. Went on line and read reviews…read moreon prof tax services. Was able to h get appt and was happy with service and tax prep. Will return next year .

Used Neil for the first time this year as our previous Accountant retired. All went well at first,…read moretook our payment for the taxes (over $750) and now has ghosted us and we are unsure if he filed our taxes as the tax site isn't seeing our taxes and no refund and it's been over a month. Really concerned we might have be fraud and no idea what to do at this point.

Joseph helped both my partner and I through a bad time. Both her parents died within a year, the…read morehouse was sold, profits divided. A cancer diagnosis also threw a wrench into our plans, but Joseph rolled with it, was very patient with all the crisis that kept occurring. He kept us on a steady course for retirement, and gave us good advice when we were freaking out. We very much appreciate him!

It's been a wonderful experience working with Joseph over the last year on our business & personal…read morefinancial planning. Partnering with a fiduciary in the Bay area was really important to us. He's a great listener who assesses and guides us through achieving our goals & desires for the short & long term. He has greatly helped us to communicate as a couple, exploring our different experiences with money, and interpret our long term financial goals into an actionable plan. Ultimately, it's our responsibility to put those plans into action, but it's also reassuring to have Joseph as an agent of accountability so we don't lose track of our own commitments.

Akram & John have done a great job for us every year. They are organized and make the process…read moreeasy. We highly recommend them.

We committed to working together, I felt they were unresponsive once we started uploading docs…read moreetc., and they then suddenly told us they'll no longer work with us with no explanation and didn't respond to any follow-up questions. We're now left with very little time to find a replacement and we'll probably lose a lot of money as a result of this surprise from them. Facts: we agreed to work together at the start of this year. They shared a portal for us to upload docs into. It took us a few weeks to get started uploading those docs but we're still within their purported time-frame in mid-February. We had some access issues that, for myself, they fixed; that was not fixed for my wife and we had to bug them several times in the last week before our scheduled tax prep meeting. They then reached out to me, saying that they can no longer work with us and that they'll delete all the files I uploaded to their vault. When I asked them why, they did not respond.

Don't waste your time! For months, they sent me offers by…read moremail, all kinds of them; when I applied, the system showed me approval. The catastrophe begins when the representative reaches out to you; they asked me to provide more than nine documents. I provided all of them; after that, the back and forth game started to provide more information, and I did that. after two days of frustration, the representative called and told me, "we can't help you." And when I asked why? She doesn't answer, so rude! Not sure how these companies think and why you were wasting my time from the beginning, and you can feel that they are racist.

This is our 3rd time getting a loan from One main financial. Each time we've worked with them has…read morebeen such an easy process. All the employees we've dealt with so far have been really helpful, understanding and really nice about our situations. They've always worked with us if we had any issues with any upcoming payment. They keep everything confidential when giving you a call and leaving messages which I really like. The process of receiving a loan is quick and painless! If you get approved you get the check right away and they can set up auto payments! Their site is also welcoming and clean. This is where we turn to if we are in need for any financial assistance. Whether it's for fun or if we need an extra cash they've always been able to help us!

I had fairly complicated tax filing that included W2, LLC, stocks, cryptos and a Business…read moreinvestment overseas. I received an exceptional tax preparation service! Efficient, accurate, and saved me money. Highly recommend for a stress-free tax season.

From the owner: Many people don’t realize the benefits of professional income tax preparation. They either try to…read moredo their taxes themselves or they wait until the last minute and end up paying more than they should. We help both individuals and business owners with their tax filing needs.

A huge thank you to Richard and his team for helping me out. I had made financial mistakes while I…read morewas younger, and Richard was very direct/transparent while guiding me through making plans to iron everything out. It was nice to be able to work together to address my concerns, and I appreciate how open and flexible Roundleaf has been for me. There was a time period where I was very overwhelmed and confused in the process, and a tip I have would be to not hesitate in asking ask Roundleaf to slow things down and explain everything thoroughly. I had to educate myself on things I didn't know about, and it took a while to learn that that was okay. The Roundleaf team was always available to answer questions, and they were very good about following up/staying on top of processes. Looking forward to more growth, and I'm very glad to have Roundleaf's support along the way!

I just started my journey with round leaf but feeling blessed that I now how support and…read morereassurances that my financial standing and credit score can get better!!!

This is a follow up to my previous review after my taxes are done by Jeanine at Affordable Tax…read moreServices! I am happy I found her, and the process was easy for me to work with her. She actually picked up on some items that my previous tax guy didn't keep up on, and she cleaned up some depreciation item that were outdated. I am very happy I committed to her services, and will be using her from here on out. Thanks again to Jeanine and Affordable Tax Services for they help.

Jeanine helped me file my 2024 tax return and she was super knowledgeable! I started a small…read morebusiness and did not know what to do and she was able to explain everything very clearly and help me with my deductions to get the biggest refund I would qualify for. Her prices are also very reasonable. Would definitely recommend coming to her for your taxes or bookkeeping!

DO NOT DO YOUR TAXES OR GO TO THIS MAN FOR ANYTHING ! He is a crook ! Has no ethical sense or…read moremorals. Charges outrages prices for no assistance . I had to pay back so much money every year dealing with this man .. I went elsewhere and was given the proper guidance and assistance that is expected . I was given so much helpful information that will be needed in the future. This man gives ZERO assistance . All he does is say how many big wig people he helps and basically looked down on me and my wife like we were peasants. We both work hard to get to where we are at and all he could say was what we make, which is well over 400k, was nothing. He put us in the biggest hole that we are constantly working to get out of. Now we have a light at the end of the tunnel . So please, do yourself a favor and do not contact this man .. all he will do is offer you to pay ridiculous money for absolutely nothing.. TERRIBLE HORRIBLE

My wife and I were recommended to use Mark...we paid what we usually paid for a Tax Sevices...BUT…read more...this guy SAVED US MONEY !!!! Good guy....great coffee...Awesome Savings . We already made appt. for next year