Renee at Covi Fiduciary has been amazing. Because I'm relatively young, I had a hard time finding a…read morefiduciary who would give me the time of day as I planned my estate (or that's my suspicion, at least). But Renee was immediately responsive to my inquiry and extremely helpful from the get-go. She worked with my estate attorney and me to put everything in order and has always been extremely professional and knowledgeable. It also put my mind at ease that she has a background in technology and cybersecurity, so I didn't have to worry about her handling my sensitive documents in a way that would put them at risk. When I was diagnosed with Stage 4 cancer, she leaped into action to help me make sure that everything we had planned to that point was rock solid. And now that my cancer is terminal, she's stepping up even more to help me ensure that my and my son's estates will be well managed for the next 25+ years. Renee is exactly the kind of fiduciary you want managing your estate. She is extremely capable, always takes the long view, is very professional and friendly, and really knows her stuff. I'm very lucky that I found her!

From the owner: A Fiduciary within California is a licensed professional who provides critical services to seniors,…read morepersons with disabilities, and children. Fiduciaries have a legal and/or ethical relationship with the person they serve, known as the beneficiary. Their primary responsibility is to act in the beneficiary’s best interests. They manage ‘matters’ for clients to include both financial management, housing and medical needs as well as investment management. Services are broad and include help with paying bills and organizing tax documents, securing the right housing support, assisting with medical appointments, and serving as a Trust or Estate Administrator or a Conservator.

I left a message on here, and he responded very promptly. In his reply, he specifically highlighted…read morethe details of the case that could potentially work against you, thereby ensuring that you were mentally prepared to address these issues in advance. This stands in stark contrast to some of his peers, who often prioritize legal fees and billable hours above all else.

J. Richards is helpful, knowledgeable and generous. I recommend them highly for your legal needs.read more

Parachute has been absolutely instrumental in the success of our firm. When we started working with…read moreParachute in 2012 we had 23 attorneys and 16 support staff with one office in San Ramon and one office in San Francisco. We now have 78+ attorneys and a support staff of 85 with three additional offices in Seattle, LA, and New York. We never would have been able to scale and grow without their IT consultation. The Parachute team has always had a crystal ball into our business future, implementing technology solutions that have created operational efficiency and have kept our data secure, which is a selling point with our clients. While we have invested in our infrastructure, I feel with Parachute we have saved money over the years because they have always done things comprehensively and the right way; we've never had to back-track and correct something. This has saved me a tremendous amount of time and expense (I can only imagine)! The team is always professional, responsive, organized, and patient. The engineers are highly skilled and very experienced, which has been such a benefit during office build-outs and other important projects they have accomplished over the years. Projects are always timely and on-budget. What more can you ask for? With Parachute you get you money's worth. The value has been very evident; even my CFO doesn't mind paying the invoices. I love my quarterly business review meetings and look forward to reviewing all of the information they present as well as reviewing their recommendations. I never thought I would be interested in IT, but their enthusiasm and proactive approach is very motivating. They say, 'we make IT a strategic asset for clients' and they really mean it. I can't recommend them highly enough.

Parachute has been a wonderful company to partner with for all of our IT needs, especially in the…read morearea of IT consulting. The team has provided excellent advice that has really paid off - both for efficiency and for budgeting reasons. The solutions have been great for us and have been always presented in a proactive way. It's enabled us to stay ahead of the curve and to use our technology as a strategic asset. I highly recommend Parachute for IT services, IT support, and IT consultation. The Parachute team has provided helpful guidance in the area of security and intellectual property protection. The IT processes and procedures they have recommended have been exceptional. This has saved a great deal of time and worry. The IT support services are second to none and have helped move business forward.

After searching for estate planning attorneys for quite a while, I found Nerisha on Yelp...and I'm…read moreso glad I did. I was helping my parents find an attorney they'd feel comfortable with, and she was exactly that. Nerisha was incredibly responsive and always made time for our questions. Her warm, understanding approach put my parents at ease, and her knowledge and approachability made a difficult process feel manageable. After years of trying to help my parents get their affairs in order, it's such a relief to finally have it done...and done in a reasonable amount of time, with a process that felt smooth every step of the way. Don't look any further. I'd recommend Nerisha to friends and family in a heartbeat.

I'm so glad I found Nerisha on Yelp because she's the only one that I felt was perfect do my living…read moretrust with. Including all the 5 star reviews as proof. I had a video consultation with her where she told me the process and procedures for a living trust for a single individual. She answered all my questions and made it easy to understand. Stress and confusion drastically faded as we moved closer to the finish line. It took almost 3 months to complete, but that's a real good timeframe. Especially when I'm busy with my kids, I had to find the right time to schedule our meetings. I had one consultation via zoom, two zoom meetings, then in person signing. I really like how Nerisha made the process very simple and educated me on everything that was included in the living trust package. The price was fair, if you need to get a living trust done-- do it now! Don't wait like I did because it'll only get more expensive. She's a very sweet and knowledgeable woman. I love how professional she is while being a friendly face with empathy. I will definitely recommend her to all my friends! I can't wait to receive everything in the mail and officially be done adulting!

After years of frustrating experiences with different tax accountants, this was the first tax…read moreseason where my husband and I received every expected state refund without a single issue or notice. That alone made working with Flex Tax & Consulting Group worth every penny. Our tax situation is far from simple. We file across multiple states and have a combination of W-2 income, equity compensation, and restricted stock with multiple vesting schedules. In the past, something always seemed to get missed. This year, everything was handled accurately and seamlessly. While they may cost more than some other firms, the value is absolutely there. Their attention to detail, responsiveness, and ability to navigate a very complex return gave us complete confidence throughout the process and incredible peace of mind once everything was filed. If you have a straightforward return, you have plenty of options. But if your taxes are complicated and you want them done right the first time, I can't recommend Flex Tax & Consulting Group highly enough.

I have a relatively complicated tax return with many schedules and 3 States. As such, I was a…read morelittle nervous to move away from the financial firm that had handled my returns for 20+ years. Unfortunately, their communication had fallen apart. Flex allayed those concerns and handled my returns with excellent communication and efficiency. The first time in forever that I didn't have to file an extension. All that and cost effective as well. Recommend and will use again.

Great experience from start to finish. Fast turnaround, smooth communication, flexible working…read morehours, and reliable proof of service, including body cam verification. Vladimir definitely knows his craft and made the whole process easy. Highly recommend!

High quality service. Very fast turnaround and attentiveness. It didn't feel like I was using a…read moreservice but rather that all that I needed was taken care of in the most professional and expedited way. High value attention to detail as well. These are the guys to go to.

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.

This firm went from exceptional to completely unprofessional overnight…read more I stayed with them for years solely because of Sam, who provided outstanding service. After the ownership change, it's clear that level of care is gone. What replaced it is a rigid, impersonal system that treats clients like transactions rather than relationships. They failed to notify clients of a major policy change regarding tax extensions until just days before the deadline--putting me at risk of non-compliance. When I raised concerns, their response was essentially: "This is our policy now, and if you don't like it, go somewhere else." No accountability. No attempt to fix the situation. No access to leadership. Just scripted responses from a support team. For a firm that benefited from years of loyalty and referrals, this is an incredibly poor way to treat clients. Avoid. UPDATE IN RESPONSE TO OWNER : Your response proves my point. After years of automatically handling my extensions, you changed the process right before a deadline, offered no real support, and told me to pay $240 or figure it out myself. Had I not followed up, I could have been penalized -- and now you're trying to turn it around and frame it as my fault by calling me "not engaged." After years of loyalty and referrals, this wasn't a transition -- it was a downgrade to a transactional model.

Annette the phone. Answers the question... very helpful. Highly recommend using this service…read more.. they have mobile service and support other local businesses also. Thank you for your great service, Sharine

On time, good price, they come to your location and haul your boxes. Will call again.read more

I had a lot of anxiety and stress going into my case, and I ended up hiring Zelikha last minute…read more From the moment she took my case, she acted quickly and got straight to work. She was professional, focused, and made me feel supported during a really overwhelming time. Zelikha handled everything efficiently and helped me stay calm and prepared. Thanks to her hard work and dedication, I was awarded primary physical custody of my child, which means everything to me. I'm truly grateful for her and would highly recommend her to anyone needing a strong, reliable attorney who genuinely shows up for their clients.

Going through a divorce is never easy and Zelikha and Savannah really helped walk me through the…read morewhole process. I felt heard and my opinions were valued. Zelikha showed how much she cared that the Court acted in the best interest of my children, despite the claims of the other party. It was a long road, and we are nearing the finish-line, but throughout this process, everything was explained to me and Zelikha fought for what was right. I am grateful for their help and encourage others who are dealing with difficult custody issues to reach out to Next Legal and look out for Zelikha and Savannah!

Had some concerns in regards to my annual taxes. Zula was so kind and understanding. Nabil was…read morequick and overall gave a great experience. I plan to use them for any future needs and refer friends . Thank you EBA!

They've been doing my taxes for a few years, I only go to them now because they make life so much…read moreeasier!! Such great attention to detail, I don't have to worry or stress that I messed something up anymore because they truly take care of you. The best and easiest experience with taxes you could ask for. Highly recommend for others seeking someone trustworthy and reliable. Five stars and thank you!!!