Joseph helped both my partner and I through a bad time. Both her parents died within a year, the…read morehouse was sold, profits divided. A cancer diagnosis also threw a wrench into our plans, but Joseph rolled with it, was very patient with all the crisis that kept occurring. He kept us on a steady course for retirement, and gave us good advice when we were freaking out. We very much appreciate him!

It's been a wonderful experience working with Joseph over the last year on our business & personal…read morefinancial planning. Partnering with a fiduciary in the Bay area was really important to us. He's a great listener who assesses and guides us through achieving our goals & desires for the short & long term. He has greatly helped us to communicate as a couple, exploring our different experiences with money, and interpret our long term financial goals into an actionable plan. Ultimately, it's our responsibility to put those plans into action, but it's also reassuring to have Joseph as an agent of accountability so we don't lose track of our own commitments.

I have met with Christine Teh three times now. As a math teacher and professional, I have always…read morefelt a bit of shame and embarrassment about not being able to get a handle on taxes and finances. Christine was so encouraging. She took the mystery out of all the mess and gave me the confidence to take ownership of my finances. I always felt safe to ask any question, and she always answered in a way I could understand. This coaching experience has been life-changing! I cannot speak highly enough of Christine Teh and the invaluable financial guidance she has provided.

Christine is unlike anyone I've ever worked with. I'm 71…read moreyears old and have worked with many financial professionals throughout my life--including tax professionals, advisors, and planners--but Christine is truly in a league of her own. Her level of knowledge is unmatched, but what stands out even more is the heart she brings into every interaction. You can feel her care. She's not just doing a job--she's devoted. Devoted to your clarity, your security, your peace of mind. With Christine, I feel both grounded and supported. She holds a rare blend of precision, presence, and genuine dedication to your well-being. I wholeheartedly recommend her to anyone seeking more than just financial expertise. With Christine, you're not just hiring a professional--you're inviting in someone who truly cares about you. Thank you, Christine, for always showing up with such love, compassion, and integrity.

Two words, THE BEST! You will not find a more knowledgeable and responsive team! Serena has been…read moredoing our companies and personal taxes for a few years now, and she is nothing but amazing and gets the job done! She is always available when I have questions, and is very kind. I highly recommend Chance Accountancy!

From the owner: We are a full-service accounting firm licensed in California. We provide a wide range of services…read morewith the expertise and values of the larger accounting firms to individuals, business owners, executives, and independent professionals. We are affordable, experienced, and specialized in multiple areas, including accounting, tax and business consulting. Our goal is to provide professional and objective services that bring to our clients the highest level of satisfaction and exceptional value for every dollar they spent and to help them take the right steps to become more profitable and successful in their business endeavors.

Our long time tax preparer retired without letting her clients know. Went on line and read reviews…read moreon prof tax services. Was able to h get appt and was happy with service and tax prep. Will return next year .

Used Neil for the first time this year as our previous Accountant retired. All went well at first,…read moretook our payment for the taxes (over $750) and now has ghosted us and we are unsure if he filed our taxes as the tax site isn't seeing our taxes and no refund and it's been over a month. Really concerned we might have be fraud and no idea what to do at this point.

I've had the pleasure of working with Brandon for a few years now for my tax and financial needs…read more He is the definition of a professional--always quick to respond to questions and exceptionally fast during the filing process. It's rare to find someone who balances efficiency with such a high standard of care. I couldn't recommend him more highly!

Helped me with 2 years taxes during crunch time!! All at a reasonable price. I'm also hard to reach…read morevia phone and he was accommodating to communicate via text or email. Pleased with my return as well. Highly recommend!

We scheduled a zoom call with Gary for some advice and to determine if we should use his services…read more He answered all our questions open and honestly, guiding us in the right direction. If the need arises to use a CPA in the future, I wouldn't hesitate to call Gary again. Thank you for your advice, Gary!

Gary was very professional and very helpful. Went over and beyond my expectations…read more Gave really great advice and took his time to explain it well. Would recommend!

I can't say enough good things about Schwab. They are the best out there. I've been with everyone…read morepractically. No one can come close to their customer service. I love them, and wouldn't go anywhere else. Great company!

The service here is horrendous:…read more No product knowledge. Staff are cold and distant. They defer all the questions to their 800 number. Always short handed or out to lunch. They didn't do ANYTHING for me financially, so I dumped them. If you're Chinese speaking, this may be a good location for you, but mine is spotty, I'm definitely more at ease with English. The two stars is for the outstanding service provided to me from their toll free number. Also for their numerous locations and accessibility.

This is a follow up to my previous review after my taxes are done by Jeanine at Affordable Tax…read moreServices! I am happy I found her, and the process was easy for me to work with her. She actually picked up on some items that my previous tax guy didn't keep up on, and she cleaned up some depreciation item that were outdated. I am very happy I committed to her services, and will be using her from here on out. Thanks again to Jeanine and Affordable Tax Services for they help.

Jeanine helped me file my 2024 tax return and she was super knowledgeable! I started a small…read morebusiness and did not know what to do and she was able to explain everything very clearly and help me with my deductions to get the biggest refund I would qualify for. Her prices are also very reasonable. Would definitely recommend coming to her for your taxes or bookkeeping!

Came to get my taxes done for 2014 and was helped by Farhad Lodin. Very nice guy and super…read moreknowledgeable. Saved me more money than my previous CPA. Being a small business owner I needed all of the deductions I could get, and Farhad made that happen. He completed my taxes in 3 days and I received my copy that same day. I am very impressed with his professionalism and quick service. I will keep the referrals coming!

I have been doing my taxes with them for 3 years now and it's about time I give a review…read more They are responsive- I usually get an appointment the next day, which is really convenient for my schedule. My many complicated questions regarding the tax process are always answered throughly and they are great about asking questions to really maximize my return. Best of all their price is reasonable compared to other tax services providing the same type of professional service. I will continue to do my taxes with them.