Been going to Anderson for many years. Excellent service and great people. A bit different now…read moresince we could upload our docs and Anderson then completes our returns. It is fast and efficient but I do miss the personal interaction with the preparer. Used to be where we could meet and review returns and get answers to my question. The fee is very reasonable. I know other would charge twice or more.

Gordon's been doing my taxes for years now. He's great I couldn't be any happier. He's as good as…read morethe best and better than the rest

2nd time doing my taxes with Jeff. Him and his team did a fantastic job with my returns and future…read moretax planning strategies

I've been going to Jeff for about 12 years. He does a great job trying to educate you around taxes…read moreand really takes the time to go through your situation even during the busy tax season. I would hands down recommend giving him a try.

Used this outfit for more then 30+ years forgot how long, friendly very personal & professional…read moreI've never had a problem. (recommend very highly)

While the office is cluttered and rather ratty; the service was fast and efficient…read more The price was less then half of what H & R Block charged.

I needed to reconcile the books for my business in order to file my taxes. Carolyn's response time…read morewas quick and I didn't have to wait long for her to reconcile my books. I was surprised at how quickly she turned everything around, and she communicated extremely well in the process, so there were no misunderstandings or oversights.

Carolyn wasn't able to file my 2018 taxes because of time constraints. But after reviewing the info…read moreI sent, she regularly texted me tips and insights to send to the accountant that I did use. Yes, even though I wasn't paying her she took the time to thoroughly check all my documents and make sure that I was getting my biggest refund. One of her tips, dealing with my RSUs/cost basis, was something I honestly would not have caught (and my current accountant didn't really look into). But because she sent me a reminder, I found supplemental info that made sure I wasn't getting double-taxed. This resulted in more than a $1300 difference in my return. 1000% legit tax skills and A++++ service.

I have been with Schiel Wealth Management for about 4 years. I first met with Chad, and was very…read moreimpressed with the meeting-I made the transfer of my account and have been so happy. I have never had anyone that has managed my accounts and communicate like Chad has in the last 4 years. I always listen to what he feels is the best way to navigate the account, and he explains it so I can understand. I have given his name to my friends and will keep doing so with anyone that asks me who I know that is the right person to handle the most important thing in our life which is information to plan for our future -in all ages of our life!

Chad has been a man of his word. Even thru the ups and downs of the market, Chad has kept a steady…read moreand progressive hand on my investments!

As a retired engineering business owner, I have been impressed by their unique financial model,…read moreservices, and, most importantly, their ethics and values. I've been their client since the inception of Bulloak and I highly recommend them to sophisticated investors.

Often the first thing that comes to mind when looking for an advisor is managing investments. Bull…read moreOak does this of course--their philosophy is logical and evidence-based. But what set Ryan, Peter, and their team apart to us was that they were clear early in our partnership that they wanted to bring value through other avenues: tax planning and efficient financial planning, just as examples. We appreciated that they accomplished this while also factoring in our goals and especially our values. We feel lucky to be with Bull Oak and highly recommend working with them.

Steve helped me with numerous issues I had with my finances and guided me literally to retirement!!…read more Steve and his team are the only team I trust with my money. Keep in mind I retired just after 40 for working at UPS for 20 plus years.

I trust Reason Financial. Lisa has been my trusted person at Reason for some time!…read moreShe doesn't let me down, ever!

We started working with Jessica several years ago and it was the best decision we've made! We work…read morein the private sector and Jessica has a lot of experience with these kinds of compensation packages (stocks/RSUs etc.) something I've had issues in the past with others. I refer all my friends to her. She's also very personable and patient :)

Best tax preparation company around. Extremely efficient and on point knowledge of tax laws! I've…read morebeen blessed to have Kyle do my taxes for at least 20 years.

Ended up receiving incorrect advice which cost me tonnes in audit fees and part return of tax…read morerefund. Very unhappy. Spectrum made a lot of money from me though. Also the turnover at this company is absurd. Expect to speak to a new CPA every time. I don't know why that is, but I imagine company culture may have some role to play. Avoid.

I've engaged Spectrum services because they advertised heavily at UCLA Anderson School of…read moreManagement through Facebook channels and information workshops. Spectrum provided me a quote that was higher than average but I decided to go with them anyway. My final invoice was ~40% higher than the initial quote. They split the invoice into parts and send it over multiple months. Spectrum refused to reply to my emails and then started charging sending me invoices for late payments. Finally, I receive an email explaining that estimates are never accurate. How can they claim their estimates are off by 40% if they are half the professionals they claim they are. Please, please stay away from Spectrum Financial, Tamara Berges and Janis Greene.