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    Framework

    5.0 (3 reviews)
    Open Open 24 hours

    By appointment only

    Services - Framework

    Bookkeepers

    Business filing for current tax year

    Individual filing for current tax year

    9 More Services

    Current year tax preparation and filing

    Estate planning

    Inheritance planning

    Investment management

    Business filing for past tax year(s)

    Individual filing for past tax year(s)

    Past year(s) tax preparation and filing

    Audit and conflict resolution support

    Tax planning

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    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.

    SJ Accounting Consulting, CPA CFP

    SJ Accounting Consulting, CPA CFP

    (40 reviews)

    Mr. Sean is a highly experienced professional, and his pricing is very reasonable. We have been…read moreextremely happy with his bookkeeping and CPA services for the past five years. He reviews each and every account item carefully, pays close attention to detail, and ensures everything is accurate and compliant. His thorough approach gives us confidence and makes us feel comfortable and stress-free with our financials. Overall, his service has been excellent, and we truly appreciate his dedication, expertise, and professionalism. We highly recommend Mr. SJ for bookkeeping, accounting, and CPA services.

    I recently had my personal 2024 taxes done by Sean and his team. They were great! Communication was…read morequick and clear. Sean first sent me a new client form that was pretty quick to fill out. Once that was complete, he shared information on their tax return preparation fees so I understood the cost. We then had a quick meeting (I selected to this virtually, but you can also meet in person) to go through my details. Sean provided a form for me to indicate which tax related forms and documents I had, how many and any notes. You share all of the information securely via Dropbox. Sean let me know after just a few business days that everything was complete and ready for my review. I went through everything he provided and didn't have any questions so they were able to go ahead and file. I normally complete my own taxes with TurboTax and wasn't sure exactly what to expect having someone prepare for me for the first time, but everything went very quickly and smoothly. I'd definitely recommend Sean and his team!

    Charles Schwab - Anthony The worse customer service ever

    Charles Schwab

    (14 reviews)

    What a horrible experience! I walked in to open an investment account with Charles Schwab. Anthony…read moreQiu who works in the front was the worse and most rude employee ever. I wanted to start an investment account with 100,000 that I have saved. I was told Charles Schwab is a great brokerage to start with. Upon arrival he didn't even ask if I need assistance. I approached him asked if I could speak with someone in regards to opening an account and how it works. I have never had any investment accounts and nervous but something I need to do. His reply was "what questions do you have" I told him I want to open an investment account and don't know too much but have 100k I saved and ready to start. He smirked and laughed in my face and said again what questions do you have. Already I felt like I need to leave but replied with few questions about how it works what do I need to do and what kind of investments. This is my savings and nervous and want to know what the basics are. He then said " do you want to borrow a computer to open an account?" I told him No I came to the bank to speak with someone in regards of investment accounts and would like some information. His next reply... "What questions I just answered them for you "and laughed in my face again! I felt so disrespected and could not believe this was happening. I'm in shock that Charles Schwab has people like this representing them. I'm trying to give my business to them and this is the representation they have smh. I left and now looking for a new investment bank to hopefully use.

    I recently visited this Charles Schwab branch with a task to open a new investment account and…read moreneeded guidance on allocating a $150k deposit. Honestly, I was expecting a long, complicated process, but my experience couldn't have been better, entirely thanks to Anthony at the front desk.

    Framework - taxservices - Updated May 2026

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