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    One Stop Financial Services

    3.7 (9 reviews)
    Closed 9:00 am - 5:30 pm

    Services - One Stop Financial Services

    Current year tax preparation and filing

    Investment management

    Past year(s) tax preparation and filing

    2 More Services

    Audit and conflict resolution support

    Tax planning

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    5 years ago

    This is the best & outstanding financial service in California!!!! I give them 10 stars

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    Yan Song CPA

    Yan Song CPA

    (20 reviews)

    I had a bunch of issues with my previous CPA that I had engaged which that left me with little…read moreconfidence and time that I would get my tax situation sorted out in time for the year. Since I had only been using TurboTax before, I didn't have much experience in working with professional tax advisors and I contacted Yan after reading some reviews on Google/Yelp. The experience of using her for my CPA was completely different compared to the previous one I had. She was very detailed and meticulous in checking each detail of my situation, and also didn't pretend to know everything - if there was an issue that she wasn't clear about, she didn't hesitate to look up the necessary IRS documentation to make sure that we weren't making any mistakes. Even after our meetings in-person going over documents, she would also follow-up and double-check to make sure that I hadn't inadvertently overlooked something (and she did find a bunch of details that I had filled in incorrectly as well through this process!) She was also more interested in making sure that I understood the process and what each document was for, rather than just taking everything into her own hands and just asking me to "rubber-stamp" documents. I really appreciate her spending the effort to help with my tax literacy. Would definitely recommend Yan if you're looking for a reliable CPA who looks out for your interests, rather than just treating you as yet another client!

    Yan was very helpful and will use her for my CPA Tax needs. We talked extensively and she gave…read moresome recommendations but did listen to us.

    Aegean Tax Solutions, CPA

    Aegean Tax Solutions, CPA

    (83 reviews)

    Quick story: I was in my early 20's and had a business, kinda, sorta, fall into my lap. I was…read morestressing about taxes because I was used to the typical W2 setup and I had no idea how much money I was supposed to set aside for taxes at the end of the year. After getting a late notice from the IRS, I decided it was time to setup an appointment with a CPA. I did a quick Yelp search and stumbled upon Aegean. When I finally met with Abe and gave a description of the business I had, he quickly realized that the tax forms filed by the company paying me was filed incorrectly. Noticing that one error saved me thousands of dollars every year. The company paying me was notified of the mistake, and now they have corrected it on their end permanently. Presumably Abe has saved hundreds of others thousands of dollars too, just like me. I used Abe's services for 7ish or 8ish years, but then I got married and now I need to file jointly with my husband's CPA (boo hoo). If I had a choice, I'd use Abe's services again in a heartbeat!

    Abe is not great…read more We filed with him this year because we are new to the area and wanted someone local. Initially he seemed reasonable, if a little frazzled. My wife and I did both our personal and business taxes with him. As tax season progressed he became less and less communicative and eventually cut off contact entirely. He filed our taxes months later and finally got them completed near the end of June. This was after months of near daily texts, calls and emails. None of which were responded to. We just got a notice that we owe more than $3100!!! because he failed file a form correctly and did not communicate with us regarding it. We will NOT be using him going forward and a number of my wife's colleagues who also did their taxes through him will be moving on as well because they had similar issues with him. I don't know if he overextended himself or what, but in the end his actions cost us thousands in unnecessary penalties and we hope to save you the same financial pain, headache and frustration of dealing with him and his company.

    One Stop Financial Services - investing - Updated May 2026

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