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 .

I FEEL ABANDONED! I received an IRS notice for discrepancy for a prior year filing. Panicked, as…read moreI've never received any type of IRS letters/notices/audits before, I quickly contacted Neil for help. I left a message in the client portal, emailed twice, and called multiple times to a voicemail that doesn't accept messages. No response at all. Very unprofessional! After review of my taxes myself, I discovered that Neil made multiple mistakes. Missed amounts that were on the financial forms I submitted. Just sloppy work on his part. I trusted him & had been a loyal client. My bad for not thoroughly double checking his work, but his bad for not double, triple checking the numbers as a tax professional. This is an honest review & I'm hoping to save others from him. If you ever get audited, he'll ghost you & you'll be on your own.

Fantastic service!…read more We'd been searching for a financial professional for a while now and was very surprised when we could book a one-on-one free consultation with Ms. Teh the very next day. We detailed our plans to her, she gave us her professional opinion and gave us homework to do. She was pleasant, communicative and obviously knew her profession. We'll be using her in future for sure!

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.

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.

I needed to open a checking account & was referred to 1st United Credit Unions' manager Dennis…read more Delightful, professional & very helpful gentleman. The application process was smooth, quick & accurate. Leaving the C/U I felt elated and "job well done". Working in those moments w/ Dennis was amazing & will definately recommend family & friends to this financial institution. Again THANK U DENNIS for your help. You're greatly appreciated. R. Ford Member of Pleasanton Branch

Brenda Smith at 1st United Credit Union in Hayward,CA. has started my last 2 car refinance…read moredocumentation. Ms. Smith has a Legendary Smile and 2nd to None kindness cooperation and customer service. I will invite all of my friends and family to become 1st United Credit Union Members. Brenda Smith in terms of innate customer service is indeed the Lady of the Hour too sweet and kind to be Sour!

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 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.

Abolutely a wonderful staff to hire. Some of the proceeds help finance The Community Kitchen in…read morethird world countries, where they promote anemia awareness and nutrition for pregnant women, providing nutritious, hygienic vegetarian meals. The kitchens hire underprivileged women, training them, so that they can provide food for their families at home. This makes them more financially independent. This unique business has helped many business owners with immigration for worker visas, bookkeeping, incorporation, website developing, and hosting, and social media marketing.

From the owner: Our professional accounting services are first choice for every outsourcing business. BAAS offers…read morefull range of accounting solutions for small to mid-sized businesses. Depending on your business's needs, we can be your bookkeeper, accountant, controller, part-time CFO, business advisor. We can also provide you training in QuickBooks software. Of course you can outsource your entire accounting needs to us. All of our accounting services and solutions are scalable during periods of peak activity and then can be scaled back when they are no longer required.

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!!!

I've had the pleasure of working with Brandon for a few years now for my tax and financial needs…read more He is the definition of a professional--always quick to respond to questions and exceptionally fast during the filing process. It's rare to find someone who balances efficiency with such a high standard of care. I couldn't recommend him more highly!

Helped me with 2 years taxes during crunch time!! All at a reasonable price. I'm also hard to reach…read morevia phone and he was accommodating to communicate via text or email. Pleased with my return as well. Highly recommend!

Faruk was a pleasure to work with! As we wanted to plan further for our future, our goal was to…read moreidentify areas where we are doing well and can improve upon. From the start, Faruk was personable and clear in communicating his services along with having a genuine interest in what our expectations were from this exercise. Fast forward a month, we have gained invaluable clarity and actionable next steps for our finances. Today, we still reference learnings and information shared by Faruk to help influence any financial decisions we may or will make. 100% would recommend Faruk to any family looking to understand their finances.

Faruk is a fantastic guy. I feel very fortunate to have crossed paths with him. He has been great…read moreat setting up our investments to be positioned well, even when the market is volatile. He has consistently grown my investments since working with him (not by single digit percentages either). He is very attentive and always takes the time to explain goals/positions clearly. Faruk is also very friendly, approachable, and genuinely cares about my financial goals. I trust his judgment and appreciate his proactive approach. I highly recommend him!

This has been my favorite bank. Im saying that confidently because I have been with other big…read morebanks. The staffs are outstanding and friendly. My bank transactions are always fast and easy. They have excellent plans to choose from which so far my husband and I were enjoying. You're missing a lot if youre not banking here. (NB)

I always love coming to this branch. The service is always amazing and I'm always met with a smile…read morefrom everyone. But someone who always makes my day when I do come in for a visit is Dina. She's always so helpful and caring when I visit. She always provides me with detailed answers if I have any questions and updates me on the new rates offered by the branch. Visiting has become a weekly routine and I can honestly thank her for helping me be accountable when it comes to managing my money!