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Deduction Detectives

3.3 (6 reviews)
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Services - Deduction Detectives

Accountants

Business filing for current tax year

Individual filing for current tax year

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Current year tax preparation and filing

Estate planning

Inheritance planning

Insurance planning

Investment management

Business filing for past tax year(s)

Individual filing for past tax year(s)

Past year(s) tax preparation and filing

Retirement planning

Audit and conflict resolution support

Tax planning

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3 years ago

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6 years ago

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5 years ago

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7 years ago

Had some basic tax planning questions and Jake was friendly, direct, and clear in helping me out. Thanks so much!

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9 years ago

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Fruition Advisors

Fruition Advisors

(13 reviews)

Berkeley Hills

If you're looking for an advisor, and considering making contact with Alison... make the call…read more You're going to find a completely approachable and transparent professional, and there's no reason not to explore working together. A good advisor knows how to dig beneath the money and numbers talk into the emotional realm to connect their advice to your goals and what they represent for your well-being. To do this effectively, the advisor needs to care genuinely for the people they are working with. You will understand when working with Alison that she cares - it's so obvious. Her ability to simplify complex financial concepts and provide straightforward advice is truly impressive. She has a smart approach that inspires confidence and trust, making the entire process smooth and stress-free. She makes working with her feel easy and intuitive. Highly recommended for anyone seeking a blend of expertise and personal touch in their financial advisor!

I have worked with Alison over the years on her website and branding, and more recently as a…read moreportrait photography subject. She is a pleasure to work with because she is patient and human, treating work as a relationship and not just a transaction. After including her in my Women in Finance portrait project and speaking with her more in depth about her work, it is clear to me that she really cares about her clients and their best interests-- exactly what is needed in a financial adviser.

Mindful Money - John, David, Nancy, Naomi, and Jonathan

Mindful Money

(19 reviews)

Telegraph Ave

In the past week, two people asked me if I would recommend a reliable and honest investment…read moreadviser, so I thought I would write a review for mine. After being a stockbroker for a decade, I learned a lot about investing. On the job training taught me many things. I learned that you have to be confident to trust your investment expert and your investment expert needs to be smart and well versed in the financial markets. Jonathan DeYoe and his team of experts continually earn that confidence from me and my family. For several years, we have been clients of DeYoe Wealth Management. Thank goodness. The team at the firm care about our portfolio as if it was their own. They are on top of things and they keep us connected. Jonathan makes sure to keep us informed of changes in the market that affect our investments. He publishes newsletters that are informative and keeps us in tune with what is going on in the world of finance. We appreciate the expertise and care the DeYoe team provides time and time again. Over the years, we have transferred our Merill Lynch personal account and opened a SEP, two IRAs and a college fund with DeYoe Wealth Management. We took our time to get to know Jonathan and his associates and we are very pleased with our professional relationship. The team at this firm is very knowledgeable and we have been happy with our rate of return and results ... even in a down market. Their choices have outperformed the S&P on a regular basis. Originally I met Jonathan at a business networking meeting (BNI) and he was introduced to me by a mutual friend and client. In the last five years, I have recommended DeYoe Wealth Management to friends and I have heard great feedback from them as well. The DeYoe investment team has a terrific track record and their excellent reputation is well deserved. So if you are confused about all of the financial information you hear on the news and read in the papers, call these guys and ask them to help you understand what is going on and to get you on the right track. They will ... cause that is what they do.

Financial Planning isn't something I'm good at... Saving money, isn't my forte! The entire aspect…read moreis daunting and overwhelming to me! I've worked with Jonathan for 5+ years. What is consistent is his honesty, sincerity, and transparency in what he does. With all the ugly news of our financial systems running aground due to lack of integrity and greed, Jonathan is a fresh breath of air. Working with Jonathan has been good for me because he's firm, but completely flexible with how he works with me. He's also very passionate about what he does and that passion really shines thru. In addition, the support staff always makes me feel warm and welcomed and part of the DeYoe Family. Jonathan is my defacto Financial Planner.

Areté Wealth Strategists - Ashley Murphy, CFP®, Founder/Principal in office

Areté Wealth Strategists

(6 reviews)

Downtown Berkeley

Had a call with Ashley and found him to be extremely rude. He simply wasted my time and had no idea…read morewhat he was talking about. Found him to be very unprofessional and don't even think what business he is running, what kind of services he is offering and the kind of clients he is after.

I highly recommend Ashley from Arete Wealth Strategists…read more http://arete-ws.com/ HE IS HONEST AND CARES ABOUT YOUR INTEREST OVER HIS FEE What I like most about Ashley is his philosophy of prioritizing his client's interest over his. For example, I am aware that at times he has given advice to hold a portion of an investment in cash. In situations where there is a financial assessment that the market is over-valued and waiting for a an adjustment before making a strategic move, it could be very important to have some cash available to make the move. AND most financial advisers would NEVER make that suggestion because they do not earn any money on fund that you hold in cash. Most financial advisers would have you put ALL of your money in Anything so they could get a percentage / fee. HE HAS CREATIVE WELL THOUGHT OUT STRATEGIC INVESTMENT IDEAS Ask him about his strategic way of weeding out lower performing stocks in developing the the equivalent of a diversified fund representative of the market. Instead of trying to "pick winners" which is really impossible unless you have inside information, he has a creative strategy of weeding out low-performers in an overall market. HE IS GREAT AT TAKING A LOOK AT YOUR OVERALL FINANCIAL PICTURE After you go over your overall financial situation with him, some strategies that can save you a lot of money or minimize a lot of downside risk will be pointed out. He takes into consideration tons of factors, age, stage in life, family, health, underinsurance risk, and a whole plethora of things that maximize your financial health. And he'll be polite and tactful, but he'll not pull any punches in pointing out potential areas for change. I'm impressed with Ashley. And ask him for a consult and I'm sure that you will be too!

Teh Financial Coaching

Teh Financial Coaching

(101 reviews)

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.

Christine is unlike anyone I've ever worked with. I'm 71…read moreyears old and have worked with many financial professionals throughout my life--including tax professionals, advisors, and planners--but Christine is truly in a league of her own. Her level of knowledge is unmatched, but what stands out even more is the heart she brings into every interaction. You can feel her care. She's not just doing a job--she's devoted. Devoted to your clarity, your security, your peace of mind. With Christine, I feel both grounded and supported. She holds a rare blend of precision, presence, and genuine dedication to your well-being. I wholeheartedly recommend her to anyone seeking more than just financial expertise. With Christine, you're not just hiring a professional--you're inviting in someone who truly cares about you. Thank you, Christine, for always showing up with such love, compassion, and integrity.

Fidelity Investments

Fidelity Investments

(15 reviews)

Downtown Berkeley

We started our investment consultation with Fidelity in February 2021 since we had 401k accounts…read morewith them. Joiya Mitchell was our consultant and she guided us into setting up our investment account and consolidating other 401k accounts with other investment firms. We had bi-monthly phone calls to current statuses of accounts and setting up the account and if we had questions. In early 2022, Joiya moved to another position and Ryan Herrera was the new financial consultant assigned to our account. We decided to consolidate Roth accounts from other firms with Fidelity and Ryan helped us with the process and we held quarterly phone calls during this year and in 2023 to discuss status and the Markets. So we recently had our first in-person meeting with Ryan at this office. The office has 6 dedicate parking spaces for customers in the building lot, which you enter on Bonita Ave. We checked in with the staff and waiting in the lobby. There's a coffee machine and canned water in a fridge and restrooms. It was finally nice to meet Ryan in person as we discussed trusts. He showed us on the Fidelity webpage as to how we can upload information and can get lawyer referrals. And of course we discussed the Markets. It was a great and beneficial visit to the Fidelity office and meet Ryan. We will visit every other appointment now.

Incredibly bad service, both on the local and national level. Extremely bureaucratic. You can't…read morereally reach the local branch, and even if you could, they don't want to be bothered. The people on the phone are some times good, some times totally incompetent. You will get transferred from one person to another, put on long holds, etc., even for simple things. I am now on hold with the 5th person for trying to do something on their website, which none of their representatives are familiar with - they don't know their own website! Very bad service! Go elsewhere!

Deduction Detectives - taxservices - Updated May 2026

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