1. Mel Varrelman Financial Services

0

Saint Helena, CA

Cancel

Open app

Search

Mel Varrelman Financial Services

4.0 (4 reviews)
Closed • Closed

Services - Mel Varrelman Financial Services

Audit and conflict resolution support

Current year tax preparation and filing

Past year(s) tax preparation and filing

Mel Varrelman Financial Services Photos

You might also consider

More like Mel Varrelman Financial Services

Recommended Reviews - Mel Varrelman Financial Services

Your trust is our priority, so businesses can't pay to alter or remove their reviews. Learn more about reviews.
Yelp app icon
Browse more easily on the app
Review Feed Illustration

1 year ago

Helpful 4
Thanks 2
Love this 1
Oh no 0

12 years ago

Helpful 6
Thanks 1
Love this 2
Oh no 0
Photo of Joanne P.
88
11
10

12 years ago

Business owner information

Photo of Mel V.

Mel V.

Helpful 0
Thanks 0
Love this 0
Oh no 0

12 years ago

Helpful 5
Thanks 1
Love this 4
Oh no 0

Ask the Community - Mel Varrelman Financial Services

You might also consider

Andrews Financial Planning

Andrews Financial Planning

(3 reviews)

I'm retired and loving it! I had debt and limited income. I had my doubts that it would ever…read morehappen, but thanks to Kathryn I made it. Kathryn worked with me for many years and kept me on track to do the things I needed. She sees what needs to be done and is able to communicate that in a firm but kindly manner. I found her vast knowledge comforting - and completely practical and do-able. She provided the kindly push I needed at times when I would lag behind and get lazy. Thank you, Kathryn.

My husband and I hired Andrews Financial Planning to evaluate our portfolio and advise on the…read morepurchase of a second home. Kathryn listened to our wants, clarified our goals and guided us through the process. She clearly requested the information necessary to complete the task and when received, she analyzed it in a timely and efficient manner. Kathryn is an outstanding oral and written communicator, always explaining things in an easily digestible way. She has a unique ability to evaluate a complex set of circumstances and provide practical advice with a variety of options for consideration, some of which expanded our limited thinking. Kathryn was open to all of our questions and concerns and is very well-informed on all aspects of financial planning. Her many years as a transactional attorney adds to her wealth of knowledge, and, as a fiduciary, gave us great comfort that she had our best interest in mind at every stage. We feel we received excellent value, and we will certainly use her services in the future.

Your Money Health - Resa Shore, Owner, Your Money Health

Your Money Health

(5 reviews)

Working with Resa was one of the best (and most cost-effective) investments I've ever made. In a…read moreshort time, she helped me get a crystal-clear picture of my expenses and goals, and taught me practical, easy-to-implement methods to stay on top of both. I left our sessions with a written plan, a concrete goal in mind, and most importantly - a huge sense of relief from the clarity she gave me. What I really appreciate most about Resa is that she understood that I, like many of her clients, am already juggling a ton of professional and personal life details as it is, and made my next steps extremely doable and extremely clear. Plus, she's an absolute professional, and a delight to talk to. If you're thinking of sharpening up your budget, automating money flow, changing careers, merging finances with a partner, or planning for a big life event, Resa is 100% your go-to counselor. Highly recommended!

Resa has the prefect blend of down-to-earth style and non-nonsense financial guidance. I was…read moretransitioning away from full time work to open my own creative business while my husband already had his own small business. We needed help navigating this new financial paradigm with what we feared would be a seasonal feast-or-famine rollercoaster. She taught us new habits, how to speak openly and clearly about our financial goals and worries. She was patient and caring but also held us accountable. We continue to use the tools we learned and are on our way to financial stability and freedom.

Axis Bookkeeping Services

Axis Bookkeeping Services

(3 reviews)

Glad to see this guy has put a sign up and is open for the rest of you to hire him. He's going to…read moresave you a TON of headaches and the good stuff $$$$ MOOLA I was lucky to find Keith, many years ago. I run my own business and he set me up to create and distribute invoices, collections, and everything that it takes to get my billing done. I mean it was a revelation for me to get everything in order and know where it's all going - and More Importantly - where it's coming in from!! Right. They did my taxes and saved me a bunch of money - and listen, I have an undergrad in accounting with a concentration in taxes (4.0 in this area) but I gotta admit - it is / it was and always will be CONFUSING! (Confucius say use Axis to save yourself aches and pains). Okay, maybe too corny. A HUGE Blessing to have these guys really take the time - be extremely patient (I wouldn't be that patient) and take me through the steps of doing my own day to day accounting. At first they did it for me - and then they weaned me out of it by helping me through the steps numerous times. I wanted to do it after a few years when my business became easier. Point is - Contact Axis with Keith - you will Love this guy. He's too easy to deal with and he has a personality. Some accountants you don't know what they're thinking like it's some kind of mystery. Not so with these guys - straight up, reliable, and get the job done by knowing all the angles. INTEGRITY

My books were a disaster. My previous bookkeeper completely messed all my records up and to be…read morefrank: had no idea what he was doing. I had 55k in uncategorized expenses...what??? And then, the stars aligned. I had previously worked with Keith and Alissa in my past life. They were highly regarded throughout the company and were known to get it done. Keith randomly reached out to me asking if I needed help with my books. I jumped out of my chair and said I needed him 6 months ago!! I would hire him as my CFO if I could afford him (I still plan on doing so when I can ;)). I now actually have books that are properly categorized and inventory that is actually booked properly! It's freaking amazing. I can not recommend this firm more to people that are in need of accounting/bookkeeping services!

Mel Varrelman Financial Services - taxservices - Updated November 2026

Loading...
Loading...
Loading...