update to our Oct 17 2025 review... Dana called right back…read moreand helped us dispute the additional Penalty, we signed our form for her to represent us. She did a great job & let us know the procedure. We eventually got our additional penalty money back. We appreciate her work & efford to help us. We will continue using her & her office to do our tax in the future.

After owning a small business for 12 years, I've been through my share of CPAs. Dana and her team…read moreis the most available and ready team I've worked with. Dana goes over the numbers, explains them in a way that makes sense, helps create strategies for the near and long-terms goals instead of just saying do it or don't do it and we'll figure it out. The team went over my previous returns, past goals, and explained where things were aligned and where it may have been misaligned. Dana shares her experience, expertise, and connections to facilitate a more efficient system for my family and my show. She has been available for questions at every moment and I have the upmost trust that she is constantly looking over my files personally. Can't recommend Dana and her team enough!

Pramod Patel is a knowledgeable and thorough business broker that delivers results…read more I am in the market to buy a salon business and sought out Pramod to help me in my quest. We were able to find a salon for me to purchase and he was right to action. He contacted the previous salon owner and building manager to get my name in front of them. The rest of the process was professional, appropriately aggressive and outstanding! Pramod was able to navigate an area of business that I was not familiar with. I highly recommend Pramod. He is extremely knowledgeable and skillful. He worked tirelessly on my project.

Pramod was the perfect partner in my previous Bulk Sale transaction…read more I'm a broker associate and opportunity came for an additional transaction. In a perfect world, your managing broker would know everything. Unfortunately, we are not in a perfect world and my broker was stomped. Then, I was referred to Pramod by a co-associate and it was smooth sailing from there. That is why you do need a solid business opportunity specialist - broker by your side. If you want to minimize your liabilities and enhance your service, get his consultation or partner up with him.

I just wanted to say thank you to Bo at Millennial CPA! He was able to really help us out with all…read moreour business taxes that we so overwhelmed with. Fees that he charges are very reasonable and he is very prompt, which is important to us. I recommend any business owner that is looking for a CPA to work with Bo. He earned my business for many more years to come. Thank you Bo and team!

Just got our taxes done by Bo and everything looked great ! We had multiple state tax returns and…read morehe was able to get it done faster than anyone else. He found a few things we could write off that we forgot to mention and was able to give us advice for the next tax year. His fees were reasonable and we will be using millennial next year.

I had a great experience at the community workshop hosted by the McLeod & Associates team. Leo and…read moreMia were incredibly welcoming and created a comfortable space for everyone and roll out the red carpet for you. Kamille shared valuable leadership insights that were easy to apply, and Edward did an excellent job breaking down estate planning and living trusts in a clear, simple way. Overall, it was a great value of informative and empowering event I'd definitely recommend attending future workshops and if you want to buy or sell a home they are your one stop shop!

Friendly staff and very approachable. Great and informative workshop. Thanks! Highly recommend.read more

I began working with Steve Barnett of The Valley Business Broker in early 2023, and from day one he…read moredemonstrated a deep understanding of both the automotive industry and the financial side of selling a business. Steve carefully reviewed my books, prepared a clear valuation, and guided me through the listing and marketing process. Due to personal circumstances, my business was listed more than once, and each time Steve stayed patient, professional, and fully engaged. His expertise, persistence, and strong communication skills helped carry the transaction through to a successful full-price closing. Steve stayed in constant contact and handled every step with professionalism. I couldn't have asked for a better business broker -- and he's a great guy to work with as well

I recently contacted Steve regarding a business for sale that he was representing, which I was…read moreinterested in. Steve was extremely knowledgeable about this business, its industry, and the current market conditions. Steve provided me with practical and insightful advice specific to my unique situation and interests. I came away from our conversation with new information and perspective that gave me clarity and confidence in my next steps. Steve is someone I would love to do business with someday!

We worked with James as a client listing a business for sale. He did his homework up front and was…read morevery thorough to give ourselves the best chance for exposure and presenting the right information. He followed up with us frequently and tried many strategies to update the listing. Unfortunately the covid timing got the best of us during this time, which made it difficult to get a quick sale but nonetheless we were very pleased with James' communication and effort. He was a professional from beginning to end and we would love to work with him again in the future. Highly recommended to business owners looking for a high quality broker. You can trust James will work hard to get your business sold. 5-Stars!

Great to work with and very professional. Honest and straight forward so we can make an informed…read moredecision on the next move. Definitely would work with again.

A friend recommended Vasquez and Associates to me when I moved to Southern California 3 years ago…read more I was starting a consulting business and my wife is in real estate and Louis helped me form a corporation to take full advantage of the tax code. Since starting the business, Louis and his team have provided exceptional service and sound advice that has saved me thousands of dollars in tax liability. Louis and his team are a joy to work with and I recommend Vasquez and Associates to anyone seeking help with their business and personal, accounting and financial needs.

Louie and the entire team are professional, outstanding advisors who really know how to help…read morepeople. They listen, gather the necessary information and then "in plain language" give their advise. I am on the east coast dealing with sale matters happening on the west coast and Louie's advise has been efficient, reasonable and considerate of all circumstances. They are great. Don't hesitate to reach out and as for help from them. You will be so glad you did. Kathy Delmonico 3/5/25

Tax returns made easy and quick. No need to go in person. Very knowledgeable and prompt to respond…read moreto emails and calls. Excellent customer service !

Chris knows taxes. He and his staff are very organized and efficient. We are glad to have found his…read moreservices.

Working with Bill and his team was a great pleasure for us. He was available 24/7, and would…read morerespond to our emails/calls immediately every time. He is very knowledgeable, experienced and professional in his field. He is also very kind and supportive. We highly recommend him. Thank you Bill for all you did for us to make everything possible!

I had a great appreciation for Pacific Business Sales specifically working with Bill, my broker,…read morefor the Electronic Signs Manufacturing acquisition. Before working with Bill, finding a trust worthy broker was a challenge. Unlike other brokers, Bill was excellent in getting the data needed for me to accurately access the business - making the Due Diligence process smooth for me and my legal team. Bill was instrumental in getting my deal closed by being the liaison between myself, the bank, and the seller. I highly recommend Pacific Business Sales.

I started using Xel Advisors in 2025 to assist with an IRS issue. From the start, I felt…read morecomfortable with Xel from my initial consultation. Xel treats their clients concerns very seriously and always communicates their actions and follow-up actions. I was so impressed with them, I used to file my 2025 taxes, which resulted in a very nice refund. I would highly recommend Xel for your tax needs.

Easily the best team I've worked with for taxes, accounting, and investments. They've managed both…read moremy business and my wife's taxes for four to five years now, and they're always ahead of the curve with new strategies. I've referred several friends, and to this day, every one of them still thanks me for the introduction. It's rare to find professionals in this space who you can genuinely trust... people who understand where the industry is headed and actually advise you on how to stay ahead.