Shad and his team are the epitome of great customer service! Love his calm and fun personality…read morewhich makes learning about investments and money that much more easy! Sometimes we can get overwhelmed with current state of market yet Shad and Beth are AWESOME at making sense of it all. Thank you!!! Keep up the great work!

Highly recommend Shad. He is patient, listened to my questions and answered them one by one until…read moreI understood. The decision to invest my money with Shad was one of the easiest decisions I have made.

Nyisha is the best! I don't know much about IRAs and investing. Since I transferred my IRA to an…read moreaccount with Nyisha six months ago, its value has increased 10%, and I DO know that's really good. I'm very happy with that. Nyisha answers all my questions in ways that I can understand. Her assistant Erin is awesome- super friendly and professional. I always get first rate service and I always feel like they really care about me. =)

Smart. Articulate. Friendly. Just awesome! Nyisha really knows her stuff! I am easy distracted when…read moreI don't understand a certain subject, from my first meeting with Nyisha I felt like I really understood what the entire investing process was and how it could benefit me and my family. She made the entire process so easy and never made me feel like I didn't belong. I have met some financial planners who if you are not investing thousands then you are not worth their time. Nyisha was from from that. I absolutely love how comfortable she made me feel!!

Fantastic service!…read more We'd been searching for a financial professional for a while now and was very surprised when we could book a one-on-one free consultation with Ms. Teh the very next day. We detailed our plans to her, she gave us her professional opinion and gave us homework to do. She was pleasant, communicative and obviously knew her profession. We'll be using her in future for sure!

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.

I was looking for a new EA after my previous tax preparer had forgotten to file an important…read moredocument for 4 years straight for my LLC. I found Brandon and after reading other reviews I went ahead. From the start, Brandon had excellent communication. He thoroughly answered all my questions and made the process very smooth with lots of online options. His questions he asked were ones my previous preparer never asked me, which impressed me and showed me his diligence. He always answered questions regardless of what time it was. My rather complex taxes were done in just a day. If you are looking for a tax preparer that communicates and works to ensure his clients get their taxes filed correctly, Brandon is your go-to!

I've had the pleasure of working with Brandon for a few years now for my tax and financial needs…read more He is the definition of a professional--always quick to respond to questions and exceptionally fast during the filing process. It's rare to find someone who balances efficiency with such a high standard of care. I couldn't recommend him more highly!

If I could give Alfred and his office 10 stars, I would. I had started a transaction with them and…read morepaid half down for their services. When I came into some unexpected extreme money problems, they gave my down payment back to me. So awesome

Alfred and his team are the best. They never let us down with their services. Wish we had started…read moresooner. We appreciate their kindness and professionalism.

I had a 15-minute call with Gary, and he was able to answer all of my questions and point me in the…read moreright direction based on my tax needs. I really value his honesty and his willingness to help. His knowledge and experience made me feel confident that I was getting the right guidance. I highly recommend Gary for anyone looking for a knowledgeable and trustworthy CPA.

Gary is extremely knowledgeable and stays up to date in his education which is extremely important…read moreto me. He listened and provided answers to immediate concerns and met all expectations (and then some!). Highly recommend Gary to anyone who is looking for an expert in the finance/tax planning field.

I can't say enough good things about Platinum Credit Solutions in Tracy. This is the second time…read moreI've worked with them, and both experiences were outstanding. They helped me improve my credit by over 150 points and ultimately get all three of my credit scores above 800. Michele is a straight-shooter and truly does all the legwork. She's honest, direct, and tells you exactly what you need to know, which I really appreciated. The process was incredibly easy on my end, very organized, and stress-free. I started seeing significant results within about 30 to 40 days, which honestly exceeded my expectations. Everything was clearly explained, communication was great, and I always felt confident the work was being handled the right way. I recommend Platinum Credit Solutions to all my friends and family. If you're serious about improving your credit and want someone who knows exactly what they're doing, this is the call you need to make.

Michele is amazing! She helped me correct an error from a missed PG&E bill back from when I moved…read moreout of my college house in 2020. She got is handled within a week! Easy to work with, very responsive, and great at what she does. Highly recommend working with her!

I can't believe this business I requested a copy of my 2023 taxes. She has the nerves to ask for…read more$25 for an email that takes 5 minutes. Because she doesn't know converting a document is for free. She just lost a loyal customer. I will also send a complaint to good business bureau about this business. They are responsible to provide a copy of my taxes to me upon my request and I was willing to pay the $25.00 instead she got on line and started to yell at me about how she will sue me if wrote a bad review or complaint about her business. Just learn how to be more professional.

I have been going to mita for a couple of years since i moved to tracy in 2015. she's great.. she…read moredoes an awesome job doing taxes. Great person. I would highly recommend her...

I have been graciously with Barringer IPM for over 2 years now and I have never met such an…read moreunderstanding, fair, open minded company/people. -They know.me by name -They know all my children's names -Always able to get in contact with them -Speedy resolutions to whatever the issue may be -Tested and trusted ........they are the type of people that when you come in contact with them you don't receive that awkward moment of just being an acquaintance with nothing to say... in fact my very shy fiancé and myself (not so shy) leave there presence feeling like jabber jaws... haha. -Truly have always seen them have our best interest in mind.... I won't devuldge specifics, but they have a true and honest love and want to help others... Thank you guys so much. From my entire family!

We applied for a rental and never heard a response back until a week later. I did receive a phone…read morecall a few days later, but they never left a voicemail, I had to Google who the number belonged to. When I did hear back from them, it was via email, saying they will be showing the property the next day at a certain time which I couldn't even make anyway. I reached out on Zillow the day I applied asking about the property with no response on their end either.