Requested a free consultation, and Tony was very helpful and honest during our online meeting…read more It's hard to find companies with knowledgeable individuals who can provide valuable opinion as many are like robots so it's refreshing to have someone understand your needs and try to give you their best advice. Hope to work with Tony at Crosdroads Planning for our future tax planning needs.

I met with them for financial planning. After having me sign an " engagement letter" that had no…read moredetails of the services provided, they acted shocked at my request for some sort of written agreement detailing specific services and times. After this they stated "I was not a match". Use at your own risk. Tony specifically the "planner ".requested I send sensitive documents through email.Absolutely under qualified, and unprofessional. I have proof of his partner/ colleague in his firm doing the same thing. I've attached a picture, because the owner is lying on the review.

This wonderful Financial Plannings, Tax and Retirements office has offered the COFEC: Community…read moreOutreach Education Class; it is free, meaningful, practical and very educational! Please come to enjoy the new learnings and/or to share what you already know/want to know more about: finance, investments, retirements, insurances, taxes...subjects are different for every meetings. Trust me you won't be bored. **for Vietnamese speaking: cong dong minh co the biet them ve Terrie qua phan phong van do PhoBolsaTV thuc hien; da duoc dang tren YouTube voi tua de: "Chuyen gia noi gi vu cong ty My lua dao cong dong Viet quan Cam 25 trieu do?"

Terrie Bui is absolutely amazing coaching, training, and providing value to those she works with,…read morearound, and for.

Jason has been a great steward of our retirement financial planning. Years ago we attended a…read morewebinar that Jason hosted as we were initially looking to what we might need for retiring. We kept in touch and Jason was always willing to provide answers and guidance as we got closer to retiring. Now after about a year in retirement, we are very happy with Jason's advice and our retirement portfolio's performance to date has been excellent. So glad that we discovered Jason and Keep It Simple Financial Planning.

We started working with Jason a few years ago, before I and then my wife entered retirement. He has…read morebeen a (financial) lifesaver in guiding us through the process, giving great advice and education, and making sure that our finances were, are, and will be in order. He has pointed out many things in the complex world of modern finance that we were unaware of and saved us from several big mistakes. Where we were once very apprehensive about if we had enough money for retirement and what to do with it, we are now knowledgeable and confident. Finances are now one of the least of our concerns now that Jason is guiding us, and we are spending our retirement years enjoying life! We have easily saved/re-invested/made more money than it costs to have Jason looking over everything for us. And the peace of mind is worth its weight in gold.

Maggie was very helpful over the phone with questions and I would definitely use her services again…read morefor tax prep! I had questions about how to manage my retirement funds effectively and how to mitigate tax penalties and Maggie was very knowledgeable about the potential impacts using just a few statements from my brokerage account! If I had known it was this easy I would not have spent months agonizing over what to do when we were able to answer my questions in less than an hour! Maggie is very responsive to inquiries sent through on the website and to phone calls!

Maggi was great. Super smart and passionate about investment planning and the tax consequences. I…read morestrongly recommend and would use her again.

Exceptional Integrity and Practical Expertise…read more As someone who also serves clients in the tax industry, I know firsthand how rare it is to find professionals who operate with complete transparency. Joe at Eagle Tax is a rare gem of honesty, common sense advice, and unwavering support. His straightforward approach and deep industry knowledge make complex tax situations easy to navigate. He genuinely cares about doing what is right for his clients rather than just running through the motions. Honest & Direct: Clear, practical guidance without unnecessary jargon. Peer-Verified Quality: High standards that even fellow tax professionals respect. Unmatched Support: Truly advocates for his clients' best interests. I would recommend Joe to anyone looking for trustworthy and reliable tax services.

After a Yelp search, to find a tax expert to assist with my unpaid federal taxes, and other…read moreworries, it took about 5 minutes before I received a response from Joe. I prefer to hire people who are paying attention to their own accounts as he did. Joe is charming and reassuring. Over the phone, he explained everything he would need from me and told me what to expect from him. He shared how he would help, providing best and worst case scenario. And a timeline. Joe moved away from California, but does return regularly as he's a Ducks fan and has season tickets. He may have been worth the price he quoted. I don't know. The two other quotes I got were more than 50% less than what he quoted. It does not make sense for me to pay 2x as much for somebody living in another state to do my taxes. I am writing this review because after and despite my explaining to him and his colleague why I would not be utilizing their services, I began receiving daily prompts to sign a contract. There was no contract when I let them know I would not be hiring them. Yet they sent it. It's seems shady to this old fart. The nerve!

I get it. I, too, was clueless when it comes with financial education…read more My parents didn't teach me anything and growing up, I saw them struggled with money and for this matter, I was on the pursuit to learn so I can make better decisions for my future. And that's when I found out about COFEC (Community Outreach Financial Education Class) with the help of Sheng Vang and Terrie Bui through one of my colleagues. A few months ago, I joined one of their weekly Saturday workshops​ to help find the financial peace of mind. I was blown away by the amount of knowledge and their mission to reach out to the community to impact and ensure families get the right education with the right resources that fit best for their success. Never had I felt like this group was trying to 'sell' me anything I didn't need. All they ever wanted was to teach, impact, and clear up any concerns and guide people in​ the right direction. It sounds so cliche but you'd be surprised how many groups out there just want a piece of your dollar for the sale. COFEC wasn't that. I don't know how else but to say that I have finally found the group that fits best for me and the amount of stuff they teach you is​ priceless and invaluable. Thank you, COFEC, Sheng and Terrie for all that you do! Looking forward to entering 2019 and many other years after with you all.

Sheng and Terrie are two individuals who are truly special. They not only have a wealth of…read moreknowledge about financial planning, they are truly genuine and passionate people who want to help people and serve the community through financial education. I would have to say with so much conviction that their COFEC classes are one a kind. These educational classes open to the public offer so much information and value to anyone who is interested in learning about finances and learn what options are out there to better manage their financial resources. Inspired by their passion for education, my experience working with Sheng and Terrie was nothing but positive and I recommend them to anyone looking to meet with a Licensed Financial Professional. Thank you Sheng and Terrie for not only imparting your knowledge but also your passion for financial education!

Our advisor, Adam, is a true teacher and has a strong moral compass. He is just the man you want…read moreguiding you through your money questions. We went to him with very specific questions and got the guidance we needed. Just set up your meeting and interview a true professional.

I can't say enough good things about ClearPath Financial. Adam and Matthew are incredibly…read moreknowledgeable about retirement planning in addition to being very pleasant to work with, professional and extremely patient with one such as I who is not financially sophisticated. They presented me with a retirement plan that exceeded my expectations and now I have the security I was seeking as I move forward in retirement.

Thank you so much for your overall service. We had many questions regarding our retirement &…read moreinsurance that they helped us understand. Wish we would found out about you years ago. Andi

Jeff, thanks for the advice. I used to work in the financial industry and I don't usually take…read moreadvice from anyone. I met with Jeff and he had some great pointers that made so much sense I just wish I had known them sooner. I will continue to have Jeff review my portfolio in the future.

I found Small Business Tax on Yelp and, needing help with my taxes, decided to first visit their…read moreoffice in-person before committing. That was last year and I have already gone through filing two years of taxes with their help, so I thought that this review is way overdue! I always felt an unresponsive distance from accountants I had worked with in the possible, but Small Business Tax is truly different. They are seriously like family. I have engaged with a half-dozen individuals there, from the CEO to the receptionist, and they are all professional, friendly, and simply get the job done at a reasonable rate looking for ways to save you $$$ on taxes. I really can't recommend them enough. I know it might sound weird to find tax help on Yelp, but I am really glad I did and if you are in need of help, please give Nicole and team a call!

Been going to Nicole the last 9 years since I've been a business owner, let me tell you her and her…read moreteam know what they're doing! So many stories I've heard of bad accountants but one of the best decisions I've made for my business was going to Nicole. She's always taken the time to thoroughly help me go over the numbers. I always end up saving more money I've even referred over a few friends with their own businesses who are EXTREMELY happy. The price is not cheap but guess what, as a business owner you get what you pay for and her service is worth every penny every time. Thanks Nicole and Small Business Tax, I'll be a life long client!