#### Yelp review Dan…read moreHerron with BBFS, Inc. was an incredible help when I became the executor of my grandmother's estate and needed assistance with tax paperwork. From the start, he was professional, patient, and kind, answering all my questions and making a stressful process much easier. His expertise and thoroughness gave me peace of mind, so I could focus on supporting my family emotionally during a challenging time. I'm deeply grateful for Dan's help and can confidently say he's the best!

We had our 2018 taxes prepared by BBFS after our long-time CPA had to resign in the middle of tax…read moreseason due to health problems. This was done without a face-to-face meeting. We thought their fees were high compared to transactions with our previous preparer's. Later, we made appt. to discuss implications of 2019 real estate transaction. Before our appointment, someone phoned us and now BBFS is billing us for telephone consultation. We kept the appointment which gave us identical information (no charge). We're confused about their policies and will not go back for 2019 taxes.

I used Ross | Carreiro | Brown CPAs for tax preparation and advisory services. In June 2025 I paid…read more$1,933.59 in person to close my account before relocating out of state and was explicitly told my balance was paid in FULL. Two months later, I was contacted and told I owed more money. The balance then changed multiple times -- first I was told $800. Then, AFTER a "50% discount," I was told the amount owed was $1,193! There was no clear or coherent explanation. Invoices issued months later included "Income Tax Return" charges despite my prior payment and being told the account was closed, making the billing appear retroactive and inconsistent. Communication was slow and unreliable despite repeated follow-ups. I was told the head CPA, George, would get back to me about my billing dispute once he was back from vacation. Two months went by before I reached out again and heard anything. I made a reasonable, good-faith offer to resolve the matter if a final invoice confirming no remaining balance was issued. That never happened. Instead, billing continued, including yet another invoice sent in January 2026. Their billing practices are confusing, delayed, and poorly managed. I would avoid them, but if you don't, I strongly caution you to scrutinize invoices carefully and not assume that being told an account is "paid in full" actually ends billing. Document everything. This was not a good experience - on top of their already exorbitant fees.

I am so happy I found George and his amazing staff. I couldn't be happier with their service. Not…read moreonly are they extremely professional and knowledgeable, but they are also so easy and a pleasure to deal with. I feel very confident in this firm, I love Liz. She goes above and beyond to help. After my accountant of 35 years retired, I met with a lot of firms, and I wasn't very impressed. After meeting with George, I knew I found the right fit. Taxes are stressful, and very personal. It's refreshing to have a staff of intelligent experience people helping you with your filing. I would highly recommend this firm.

They are always so nice, and efficient. I highly recommend them for all business and personal…read moreaccounts.

From the owner: Banc of California is one of the nation's premier relationship-based business banks, providing…read morebanking and treasury management services to small-, middle-market, and venture-backed businesses. Banc of California is the third largest bank headquartered in California and offers a broad range of loan and deposit products and services. The bank also provides full-stack payment processing solutions through its subsidiary, Deepstack Technologies, and serves the Community Association Management industry nationwide with its technology-forward platform, SmartStreet™. The bank is committed to its local communities by supporting organizations that provide financial literacy and job training, small business support, affordable housing, and more.

I entered an agreement with Bruce for a "financing" system called Check 90 for my business. I had…read morenever used financing for my customers, so I didn't want to enter his long-term agreement. He told me that I could try the system for 3 months, and if I didn't like it he would transfer the lease for the equipment from my company to someone else without any difficulty. That was the last time I talked to Bruce face to face. I have called and emailed more times than I can count, with only one reply: "I'll pick up the equipment and cut you a check for what I owe you" (obviously he never did any such thing). This man will absolutely NOT honor any agreement you make with him (unless it benefits him, I'm sure). Completely untrustworthy, completely false, a scam artist. Don't get taken like I did.

@mechanicsbank Be careful dealing with this bank and depositing funds in CD's. They trick you into…read moredepositing funds at 4.75% and change it to .03% without ANY notice. It's borderline fraud so avoid them at all costs

From the owner: "Safety and soundness" is a term we've taken seriously and spoken of genuinely since 1905. It…read morepoints to the very foundation of the Mechanics Bank business model that puts safeguarding your money first. For some, business is strictly about profits and losses. For us, it's about people and mutually beneficial relationships that endure. Understanding that every decision we make affects our clients, our employees and our shareholders, we know that, together, we're stronger. There's also exceptional strength in our numbers, which far exceed banking industry norms. For over a century, we've strived to exceed our clients' expectations every day by making wise and reasoned decisions that protect their best interests. This has been and will remain our foremost commitment. Visit MechanicsBank.com to learn more.

Personable and helpful with a custom loan for each individual's needs. I'm pre-qualified but I…read morehaven't found my property yet and its no problem as the money will be there when I make my offer.

10/10 would recommend. We were first-time homebuyers and we worked with Lauryn F. and her team…read morethroughout the whole process. If you don't read anything more, stop here and ask for Lauryn. What stands out most to us about Lauryn was her knowledge sharing, promptness, CLEAR communication, and just general bedside manner. We had an interesting thing happen when we were in escrow and she was with us every step of the way with helpful information. Like the other reviews here, Laury at CCL is great and we'd definitely use her again and recommend her to any friends or family that are in need of a loan.

Actually ********** 10 Stars! This woman is an angel. She went out of her way to support us over…read morethe phone, by text, in person and on weekends. She is so knowledgeable and great at teaching. She was quick with making appointments and always on time. Mary helped us untangle a book keeping nightmare from a previous owner and helped us flourish. We couldn't have done it without her.

Mary is AWESOME! We enlisted her help when our (then fledgling) winery's books needed to progress…read morefrom a shoebox of receipts and 47 different Excel spreadsheets to Quickbooks Online. With a quick consultation and wave of her magic wand our business bookkeeping went from a yearly headache (because let's face it, that's about how often we were actually buckling down to deal with the shoebox) to a monthly organized dream! With this part of the business taken care of by a true professional we have a bit more time to deal with the day-to-day business. Mary is very patient and easy to work with. We have managed to do everything with her over the phone and email for the past 3+ years now. She is affordable and will take at least one thing off your plate!

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!

Michael was so helpful with showing how to deposit my check. Whenever I come in I'm greeted in…read moreseconds and have never had a negative experience here.

We've been customers here for over three years and have had very good experiences with both large…read moreand small transactions. They were very patient with an elderly woman I know who wanted to open a new account. And Chase also offers a special account for high school students to learn good financial habits. Super nice tellers here, on the whole. Bring your dog inside; they love dogs and offer dog treats.