Christine deserves 10+ stars Yelp, you are tying my hands here :) !!! How can we describe…read moreChristine? Two words, WONDER WOMAN!!! Christine was actually our second loan officer and we thank God that she came to the picture. Christine was referred to us by our realtor and she came in a time when me and my wife thought we had lost everything in our dream of becoming homeowners. Since minute one, Christine understood our situation, she looked for options, she took the challenge because our credit wasn't the ideal for new homeowners, she was very prompt and communicative and she took care along with her wonderful team of all the paperwork, signatures, notarization, etc. I don't write reviews but trust me, for Christine I could've never thought it twice, she is literally and angel that God sent us, she got us approved, she gave us the best rate and everything within just two weeks...yup, you heard it right, two weeks or less. THANK YOU SO MUCH CHRISTINE AND YOUR TEAM, WE LOVE YOU GUYS!!!

Christine got another hard one done for a first time home buyer. A wonderful & timely communicator…read morewhat a pleasure to work with her and her team. You will never be disappointed with the hard working lady. Richard Teachout - Mountain Country Realty

Stay away from this company. The only reason they aren't getting a zero is because they are nice. I…read morehave tried for a few years to trust them with my books and accounting for 2 businesses. I am not sure how it was possible but I owed more money in 2024 than 2023 when I made more in 2023 and also did a full office buildout, bought a car, and went on maternity leave in 2024. I paid the taxes and didn't question because they are the experts right? Then in 2026 I submitted all my expenses and answered all their bookkeeping questions while they also had access to my business credit cards for 2025. I submitted these all in 1/2026. March comes around, April comes around, and they aren't done with my taxes. Then they said they filed extension. At that time they have the audacity to ask me for my 2025 expenses (submitted 1/26) and access to my Amex (which I already gave access to back in 8/2025). I finally get my drafts back in 5/2026 to see I apparently made even more money in 2025 than 2024 though the business had been significantly down, I was on maternity leave for half the year, and i barely was able to even pay myself for the remainder of the year. I signed off on the submission because, of course, you trust the experts, even though I noticed they filed one my businesses as a S corp when we agreed and changed my business to a C corp for 2025. At this point my personal tax CPA said this doesn't look right and was filed wrong. Also she saw that they gave me a PTE voucher that was due in March but I only received it in June. My experienced CPA said it would be rejected if I paid it. When I asked Kali about it he said I can still pay it with maybe a penalty and then also that the business was not filed as a C corp. so I then reached out to my NEW business CPA I hired that filed the c corp for me the previous year, and she confirmed it was filed. She asked to review my 2025 filings and found MAJOR issues. Kalis office staff, and mind you they have a new person working on my taxes every year so they literally ask me for the same info every year and charge me for the time, NEVER accessed my Amex to see it was ALL business expenses and instead, put all my Amex BUSINESS expenses as PERSONAL INCOME. So this was why I had such high income and higher business profit. This is a mistake of over 135k for one business and 87k for another. I was about to pay for these taxes only to find that this is a huge mistake!! This is pure incompetence or laziness and I paid over $2000 to them for their "time" to file my taxes. I now am paying for someone else to do them all over again. My new CPA is rechecking my 2024 as well. Don't waste your time and money. They truly robbed me and have/wouldve cost me so much more. THEY ARE NOT cheap but you also do NOT get what you pay for. Don't learn your lesson the hard way like I have. I sent them an email expressing my upset and frustration throughout the process even before the 2025 filing, which is why I already chose to leave the company and terminate the relationship, but after finding these huge mistakes, I reached out to them, hoping for any response to which I never received. I should've never paid the $2000 + tax preparation fees as they didn't even do their job and now I'm paying more to fix and undo their mistakes

Kali quoted me 500 to file my taxes, then increased it to 700, then on 4/12, another 400 for a form…read moreI didn't file. Then 2 days later, they emailed me saying they would have to recategorize in QuickBooks I put together and it would be an additional 125/h and he made sure to mention we were out of time. I tried calling a few times and was sent to voicemail. I emailed to reminded him, that's why I gave him the QB login 2 months prior, to make sure it was exactly what he needed, and he confirmed. I told them you've had 2 months to file and now you're pressuring me 2 days before the deadline and I'm not giving you any more money. I also added 'Let me know if I need to take it up with the AICPA and or the IMA?' He was extremely confrontational at that point. He responded with, 'We do not tolerate to this type of response. We are officially disengaging from you.' So, he basically refused to do my taxes 3 days before they were do leaving me to find another accountant during the absolute business accounting days of the year.

Kathe is one of the few true Medicare experts out there. Medicare is a complex area with draconian…read morerules and lots of deadlines that you need to navigate, and it is not always easy to figure this stuff out on your own. For example, if you are on a Medicare Advantage Plan (which a lot of people are encouraged to get at age 65 because of the low or zero premiums) and you find out later that the coverage and provider networks aren't good (how good can a zero premium plan be?) - it could be difficult to switch back to Original Medicare + better coverage of a Medigap Plan, because by the time you decide to switch, you're likely older ad would be subject to an underwriting process that most seniors would fail (due to preexisting health conditions). But there are certain circumstances that guarantee you the right to buy a Medigap plan regardless of your age or medical condition -- the so-called "right of guaranteed issue" - which federal law and sometimes the law of your state provide (e.g., in CA, if your premiums for a Medicare Advantage Plan increased by a certain amount or if you move out of the plan area). But this information is not readily available. That's why you need someone like Kathe. She was very knowledgeable on these topics. When I called Kathe, I had already done the basic research and thought that a switch would be possible. Kathe confirmed it, helped us find a reasonable Medigap plan and took care of the application (which is itself confusing because insurance companies make their applications opaque so it's hard for you to figure out which box to check). I highly recommend giving Kathe a call. We've talked to 2 other Medicare "experts" who didn't know more than we did.

I'm very satisfied with the service Kathe provided to help me with health insurance changes. She…read moreoffers a series of very thorough educational online videos covering many areas related to Medicare. She is very knowledgeable and even gave me some suggestions for social security filing changes which may bring in a bit of extra income. I felt Kathe was honest and I'm satisfied the insurance I selected is a good choice for my needs at a good price. All around good experience. I would recommend her services to family/friends.

Had a consultation with Magali and was very impressed with her professionalism and dedication to…read moreher work! She was referred to us by a trusted colleague and we were very glad to find her. It was apparent that she had a lot of experience with large reputable firms and is truly passionate about her work. We discussed several specifics and she was very knowledgeable. Highly recommend!

A very efficient help with my tax return. Not sure how we could have done any better. Thank you.read more

Hinal is the best. I hadn't done my own taxes in two decades and didn't know where to turn. I found…read moregreat reviews on YELP about Hinal and her services. She was easy to work with and her client portal was easy to navigate. Her communication was clear and timely. Her rate was fair and I appreciated the extra work she did for me. I highly recommend her and will be happy to trust her again next year.

My wife and I were seeking a tax preparer that we could build a relationship with for now and the…read morefuture. We feel incredibly fortunate to have found Hinal. Hinal is everything we were hoping for: (1) she is responsive, communicative, and friendly, (2) she understands all tax and income scenarios (stock, settlements, write-offs, etc), (3) she has technology and software available to work quickly and remotely (we met her via video), (4) she has incredible turnaround, which made the process so much smoother. We can confidently, HIGHLY recommend Hinal. We've had good, bad and worse for tax preparers in the past. Hinal is exceptional and we will continue to work with her for the future!

I started a new business two years ago and tax season never fails to be a headache of numbers,…read morewrite-offs, and complex laws that don't make sense. Since I started working with Michael and his team they have truly been a lifesaver. My old CPA did a good job with my taxes but he never helped me make sense of it as much as they did. They told me exactly what I was doing wrong, what I was doing right and were super patient with me even though I'm absolutely clueless about finances. The most painful thing is compiling all your paperwork; everything else is a walk in the park!

Personable, honest, full of integrity. After attending a Medicare seminar with Yuri, came out to…read morehis office for a personal evaluation. Instead of trying to sell me something I didn't need, he told me to keep the insurance I already have. Didn't charge me a thing for sound advice.

I have known Clint and Unlimited Benefits for close to 10 years now. And all I can say is you will…read morenot find a more proactive and caring person! He will bend over backwards to make it happen. I also have not met anyone with more knowledge about insurance than Clint. If you are thinking about insurance... I'd highly recommend Unlimited Benefits and Mr. Clint Perry!

We started out as a 'mom and pop' non-profit helping homeless veterans. When you work for a…read morenon-profit you, generally, do not make the salary for profit employees do so anytime we can offer our employees small 'perks'; we try to do so. As we grew, we found that our old broker was not proactive in helping us grow our benefits, keep our costs down or even make suggestions so I went looking for a new broker. I honestly do not remember how I found Unlimited Benefits and Clint Perry but it was the best thing that has happened to our agency. We now have 120 + employees and, as Human Resources Director, I can say with certainty that we are giving our employees the best possible solutions to their benefits and this is all due to Unlimited Benefits and Clint. He is proactive in keeping up with the latest benefits available and helping us keep our costs down. He always returns calls and emails in a timely fashion so I am never at a loss to have the answers I need for my employees. I cannot recommended highly enough.