More than 5 stars! I highly recommend this tax accounting…read morefirm. They are extremely professional, deeply knowledgeable, and always responsive. Every time I reach out, they address my concerns promptly and clearly. Dana, in particular, is fantastic, she keeps her promises, offers straight-to-the-point advice, and truly goes the extra mile to help you.

Working with Dana has completely transformed how we view our business finances. Her attention to…read moredetail is unmatched; she is incredibly reliable and leaves absolutely no stone unturned. From providing expert guidance during audits to managing standard tax preparation, her proactive communication ensures we are never left in the dark. Thanks to her, our family business navigated through an audit smoothly, with no problems! What really sets Dana apart, though, is her demeanor. She is friendly and patient, bringing a sense of calm to high-stress financial situations that would otherwise feel overwhelming. If you want a brilliant, trustworthy CPA who treats your family business as a true partnership, I cannot recommend her highly enough!

Pramod Patel is a knowledgeable and thorough business broker that delivers results…read more I am in the market to buy a salon business and sought out Pramod to help me in my quest. We were able to find a salon for me to purchase and he was right to action. He contacted the previous salon owner and building manager to get my name in front of them. The rest of the process was professional, appropriately aggressive and outstanding! Pramod was able to navigate an area of business that I was not familiar with. I highly recommend Pramod. He is extremely knowledgeable and skillful. He worked tirelessly on my project.

Pramod was the perfect partner in my previous Bulk Sale transaction…read more I'm a broker associate and opportunity came for an additional transaction. In a perfect world, your managing broker would know everything. Unfortunately, we are not in a perfect world and my broker was stomped. Then, I was referred to Pramod by a co-associate and it was smooth sailing from there. That is why you do need a solid business opportunity specialist - broker by your side. If you want to minimize your liabilities and enhance your service, get his consultation or partner up with him.

I just wanted to say thank you to Bo at Millennial CPA! He was able to really help us out with all…read moreour business taxes that we so overwhelmed with. Fees that he charges are very reasonable and he is very prompt, which is important to us. I recommend any business owner that is looking for a CPA to work with Bo. He earned my business for many more years to come. Thank you Bo and team!

Just got our taxes done by Bo and everything looked great ! We had multiple state tax returns and…read morehe was able to get it done faster than anyone else. He found a few things we could write off that we forgot to mention and was able to give us advice for the next tax year. His fees were reasonable and we will be using millennial next year.

Mcleod and Associates have been my family's go to for all real estate needs. They helped my wife…read moreand I purchase our first home in 2021 and they have checked in on us every so often to see how we were doing. They've always made themselves available to discuss all our home ownership dreams. Someone was always available answer all of our questions and process through options with patience and kindness even before we were preapproved. So when it was time for my family to upgrade our home we knew exactly who we were going to go to. Our case was multi-layered because we wanted to find our new home, but we also had to sell our existing home at the same time. The whole team was amazing from start to finish. From discussing our gameplan, figuring out timelines, listing our home, scheduling private tours, getting preapproved, putting offers in, shopping for loans, and requesting multiple worksheets - their expertise and professionalism was unmatched. (Special mention to Darwin and Marlyne for always making themselves available to answer all our questions and address every concern. And also, to Eileen for her promptness with all the documents). Even when we were hesitant or got worried about the finances, they never pressured us to rush into any decision. We always felt supported and encouraged. My family have been very blessed and fortunate to have successfully close two escrows in the span of 7 days! This is the third transaction that the McLeod team has helped us with. We are very grateful for Mia and everyone on the McCleod team. We are clients for life. But to be honest, at this point we don't just consider them our realtors, they're family now. We highly recommend everyone go to them for all your home ownership needs.

I had a great experience at the community workshop hosted by the McLeod & Associates team. Leo and…read moreMia were incredibly welcoming and created a comfortable space for everyone and roll out the red carpet for you. Kamille shared valuable leadership insights that were easy to apply, and Edward did an excellent job breaking down estate planning and living trusts in a clear, simple way. Overall, it was a great value of informative and empowering event I'd definitely recommend attending future workshops and if you want to buy or sell a home they are your one stop shop!

I began working with Steve Barnett of The Valley Business Broker in early 2023, and from day one he…read moredemonstrated a deep understanding of both the automotive industry and the financial side of selling a business. Steve carefully reviewed my books, prepared a clear valuation, and guided me through the listing and marketing process. Due to personal circumstances, my business was listed more than once, and each time Steve stayed patient, professional, and fully engaged. His expertise, persistence, and strong communication skills helped carry the transaction through to a successful full-price closing. Steve stayed in constant contact and handled every step with professionalism. I couldn't have asked for a better business broker -- and he's a great guy to work with as well

I recently contacted Steve regarding a business for sale that he was representing, which I was…read moreinterested in. Steve was extremely knowledgeable about this business, its industry, and the current market conditions. Steve provided me with practical and insightful advice specific to my unique situation and interests. I came away from our conversation with new information and perspective that gave me clarity and confidence in my next steps. Steve is someone I would love to do business with someday!

We worked with James as a client listing a business for sale. He did his homework up front and was…read morevery thorough to give ourselves the best chance for exposure and presenting the right information. He followed up with us frequently and tried many strategies to update the listing. Unfortunately the covid timing got the best of us during this time, which made it difficult to get a quick sale but nonetheless we were very pleased with James' communication and effort. He was a professional from beginning to end and we would love to work with him again in the future. Highly recommended to business owners looking for a high quality broker. You can trust James will work hard to get your business sold. 5-Stars!

Great to work with and very professional. Honest and straight forward so we can make an informed…read moredecision on the next move. Definitely would work with again.

Louie and his team are incredible at what they do. They take the time to detail everything. His…read moreteam is truly passionate on delivering an exceptional service to small businesses and helping business owners grow their businesses responsibly. Highly recommend to any small business owner needing a new Accounting team.

I had been a loyal client of this tax company since 2017. Not only did I trust them with my…read morebusiness, but I went the extra mile to bring them to my brow classes as a special host, where they educated my students on taxes. Many of my students became their clients, which was great for their business--thanks to me. Fast forward to 2024, when I experienced a life-changing car accident. I had to pause their services temporarily because I wasn't sure if I'd even be able to work again, let alone pay for taxes. After a few months of recovery, I was ready to restart our services. But instead of welcoming back a loyal, long-term client, I was slapped in the face with an outrageous demand: my rate would jump from $610 a month to $995 and they insisted I prepay the remainder of the year and all of 2025--an insane total of $9,760! It honestly felt like they just wanted to fire me as a client. To make things worse, they marked my business as SUSPENDED after terminating me as a client. Oh and wait, when I asked to speak to the owner, Louie Vasquez, someone I had trusted for years, they flat-out told me he doesn't handle this anymore and I wouldn't be able to talk to him. After everything I had done for this company, they didn't even have the decency to let me have a conversation with the person I had worked with from the start. This company clearly doesn't care about loyalty, nor do they value their long-standing clients. They're more interested in squeezing as much money out of people as they can. If you're looking for a company that cares about you or your business--look elsewhere.

Working with Bill and his team was a great pleasure for us. He was available 24/7, and would…read morerespond to our emails/calls immediately every time. He is very knowledgeable, experienced and professional in his field. He is also very kind and supportive. We highly recommend him. Thank you Bill for all you did for us to make everything possible!

I had a great appreciation for Pacific Business Sales specifically working with Bill, my broker,…read morefor the Electronic Signs Manufacturing acquisition. Before working with Bill, finding a trust worthy broker was a challenge. Unlike other brokers, Bill was excellent in getting the data needed for me to accurately access the business - making the Due Diligence process smooth for me and my legal team. Bill was instrumental in getting my deal closed by being the liaison between myself, the bank, and the seller. I highly recommend Pacific Business Sales.

Joe has almost literally come by my life, poured a bucket of gasoline on it, and tossed a match on…read moreit. My results? Nothing short of awesome! I gained clarity on what I really wanted to do with my life, how I was going to be an entrepreneur and he helped me (and still is helping me after 12 great weeks) figure out the message that resonates with me so I can share it with the world. Very thankful to have met Joe. He kicks butt, he really cares about if I'm getting it or not and his process is great to go from zero to cash flow like he did with me. You can expect mo, mo, mo with Joe Nicassio! (Mo money, results, happiness, focus, etc!)

I met Joe sitting outside on a bench in downtown upland with his books and papers with him. I…read morewalked out and offered him a haircut although he didn't have much to cut but could use a little clean up to fresh up his Arthur look. He kindly smiled and looked up and said sure. I brought him into the business and as I was cutting his hair, he spoke so much sense into me and taught me so much about life and business success. I would highly recommend him. He's easy to talk to. He listens. He gives care into teaching the way to grow your business. I'm still learning from him everyday. Thanks Joe.

I had yet another excellent experience working with Sunny Gil at XEL Advisors. Sunny prepared both…read moremy S Corp taxes and my personal taxes for my W-2 income, and the entire process was smooth, professional, and reassuring. Sunny was knowledgeable, thorough, and careful with the details. He explained what was needed in clear, easy-to-understand terms and kept communication open throughout the process. Whenever I had a question, Sunny was responsive and helpful, which made me feel confident that everything was being handled accurately. Tax season can feel overwhelming, especially when you're managing both business and personal filings, but Sunny made it far less stressful. I truly appreciated the expertise, attention, and personal care I received from start to finish. I'm very happy with the service from XEL Advisors and would gladly recommend Sunny to anyone looking for reliable, clear, and professional tax preparation. I'll absolutely be returning each and every year!

I've been using these guys for five years and they are well worth it. They helped me out with…read morestrategies, payroll, and so much more. I couldn't have asked for better tax advisors. They are always there with a quick response whenever I have a question. I highly recommend this company for all your tax and payroll needs.