Cancel

    Open app

    Search

    Complete Financial

    4.6 (23 reviews)
    Closed Closed

    Services - Complete Financial

    Current year tax preparation and filing

    Past year(s) tax preparation and filing

    Audit and conflict resolution support

    1 More Service

    Tax planning

    Complete Financial Photos

    You might also consider

    Recommended Reviews - Complete Financial

    Your trust is our priority, so businesses can't pay to alter or remove their reviews. Learn more about reviews.
    Yelp app icon
    Browse more easily on the app
    Review Feed Illustration
    Photo of A S.
    19
    2
    1

    1 year ago

    Helpful 0
    Thanks 0
    Love this 0
    Oh no 0
    Photo of Sharon K.
    519
    10
    5

    1 year ago

    Helpful 0
    Thanks 0
    Love this 0
    Oh no 0

    1 year ago

    Helpful 0
    Thanks 0
    Love this 0
    Oh no 0

    8 years ago

    Helpful 0
    Thanks 0
    Love this 0
    Oh no 0
    Photo of Deb F.
    1
    13
    0

    9 years ago

    Business owner information

    Photo of Erik H.

    Erik H.

    Helpful 0
    Thanks 0
    Love this 0
    Oh no 0
    Photo of Matt H.
    27
    35
    0

    9 years ago

    Helpful 1
    Thanks 0
    Love this 1
    Oh no 0

    8 years ago

    Helpful 1
    Thanks 0
    Love this 0
    Oh no 0

    11 years ago

    Helpful 0
    Thanks 0
    Love this 0
    Oh no 0

    8 years ago

    Helpful 0
    Thanks 0
    Love this 0
    Oh no 0

    6 years ago

    Helpful 0
    Thanks 0
    Love this 0
    Oh no 0

    6 years ago

    Helpful 0
    Thanks 0
    Love this 0
    Oh no 0

    9 years ago

    Business owner information

    Photo of Erik H.

    Erik H.

    Thank you for the great comment, Sean!

    Helpful 0
    Thanks 0
    Love this 0
    Oh no 0

    8 years ago

    Went in to get a document notarized....the entire process was efficient and Erik was extremely friendly and helpful.

    Helpful 0
    Thanks 0
    Love this 0
    Oh no 0

    11 years ago

    Helpful 0
    Thanks 0
    Love this 1
    Oh no 0

    7 years ago

    Helpful 0
    Thanks 0
    Love this 0
    Oh no 0

    11 years ago

    Business owner information

    Photo of Erik H.

    Erik H.

    You and Chris are some of the nicest folks I have ever worked with!

    Helpful 0
    Thanks 0
    Love this 0
    Oh no 0

    8 years ago

    Helpful 0
    Thanks 0
    Love this 0
    Oh no 0
    Photo of wj b.
    23
    16
    10

    12 years ago

    Helpful 0
    Thanks 0
    Love this 0
    Oh no 0

    11 years ago

    Helpful 0
    Thanks 0
    Love this 0
    Oh no 0

    12 years ago

    Business owner information

    Photo of Erik H.

    Erik H.

    Helpful 1
    Thanks 0
    Love this 0
    Oh no 0

    8 years ago

    Helpful 0
    Thanks 0
    Love this 0
    Oh no 0

    9 years ago

    Helpful 0
    Thanks 0
    Love this 0
    Oh no 0

    11 years ago

    Helpful 0
    Thanks 0
    Love this 0
    Oh no 0

    Ask the Community - Complete Financial

    Review Highlights - Complete Financial

    Erik is very thoughtful and trustworthy when dealing with complicated tax returns.

    Mentioned in 12 reviews

    Read more highlights

    You might also consider

    Global Tax Advisers

    Global Tax Advisers

    (1 review)

    Union Square, Financial District

    I had a horrible and unprofessional CPA in the past. I am so glad that found Jack on Yelp. He…read morereally help me to solve many tax issue, especially on my foreign tax. When we had first consulting, he was able to answer all my questions and recommended me how to do tax. Also, Jack is very kindly and knowledgeable. He took many time on my tax situation until we finished. I would work with Jack in the future and high recommended him to anyone looking for a tax professional.

    From the owner: Over 16 years experience in business & international tax. Bilingual in Mandarin and English, Jack…read morehas worked with a diverse range of individuals and industries including high net worth individuals, trusts, estate, publicly traded company income tax provision, venture capital, private equity funds, hedge funds, real estate, manufacturing, consumer durables, telecommunication, pharmaceutical, biotech, distribution, construction, defense contractor, restaurant, transportation and financial services, nonperforming loan, and petrochemical companies. He insist on giving his clients individual attention, and achieve this by listening to our clients and communicating with them openly, promptly, frequently and effectively. Because of our genuine desire to help our clients improve their operations, we take a proactive approach to their business. We remain objective and unwavering in our commitment to excellence and our commitment to investing in our people. At Global Tax Advisers, our most important assets are our people and our reputation. We are committed to excellence, both internally and externally. We specialize in the following areas: IRS and state audit International Tax Corporate Tax Partnership Tax Real Estate Tax Individual Tax Estate and Gift Tax Bookkeeping Payroll Sales Tax Venture Capital, Private Equity Tax and accounting consulting Retirement Plans Tax structuring Incorporation, Set up new company

    Phuong La, EA

    Phuong La, EA

    (9 reviews)

    Union Square, Financial District

    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!!

    She's very nice and very knowledgeable! I feel comfortable working with her. She gave me more…read moreinformation I needed to know for the next year.

    Flex Tax and Consulting Group - Google Highly Rate Veteran Led Business

    Flex Tax and Consulting Group

    (166 reviews)

    North Beach/Telegraph Hill

    Working with Chris at Flex Tax was an outstanding experience. From start to finish, he kept us in…read moreconsistent communication, never leaving us guessing about where things stood. No matter how detailed our questions got, Chris had thoughtful answers and took the time to explain things every time. Chris genuinely made the process feel easy and stress-free. Highly recommend Flex Tax to anyone looking for top-notch service that is efficient and affordable!

    Chris at FlexTax has been my tax advisor for about three years now, and I can't recommend him…read morehighly enough. He's incredibly thorough and detail-oriented - he double and even triple checks everything to make sure your return is accurate and that he has all the right information. He's also very responsive and flexible with scheduling, which has made it easy to fit tax meetings around a busy workday. Chris really shines with more complex situations. He specializes in startups and equity compensation (ISOs, RSUs, etc.), as well as investment portfolios, so if you work at a startup or have a more complicated tax situation, you're in great hands. He takes the time to walk through everything, explains complex issues clearly, and makes the whole process feel much less stressful. He goes above and beyond by looking at prior years and making amendments if necessary to put you in a better position for future tax years. I originally started working with Chris based on a friend's recommendation, and after three years as a client, I'm very glad I did. If you're a startup employee or founder, or anyone dealing with equity and investments, I highly recommend Chris at FlexTax.

    Complete Financial - taxservices - Updated May 2026

    Loading...
    Loading...
    Loading...