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 contacted Crossroads Planning after my mother passed away to get help with estate and tax…read morematters. John's presentation was clear, professional, and very informative. What impressed me most was the compassion they showed. Their kindness and expertise meant a great deal to me, and I've saved their information to use their services again in the future.

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!

Fantastic experience with 10 Tax Services! I brought my tax documents to them, and they were able…read moreto fix errors from previous years and maximize my EIC for this year. The team is very knowledgeable, professional, and thorough. Definitely worth the investment for peace of mind. I'll be back next year!

They were the only ones that actually provided me with information and didn't just ask for money…read more They explained the process and needs before even discussing price. Asked detailed questions to determine the correct pricing.

I have invested with Wilson Financial for several months now, drawn to their advertisement of 7%…read morereturns without much risk of exposure of losing my principal (the "CD Alternative"). The later is reported to be invested in real estate in the Midwest. I have been receiving exactly 7% every month into my account. Certainly beats the meager returns from a bank CD, hands down. I have not attempted to withdraw my principal yet. I have found Mr. Juan Verdin to be very professional, prepared, punctual, patient, and appearing to be knowledgeable of his field. He kept meticulous records/memory of my profile.

I had to put some money from a retirement fund into another fund until such a time that it was…read moreneeded. Wilson Financial Services was extremely helpful in accomplishing that for me. The people in the office were also knowledgeable and helpful with answering questions. It is an honest business and I knew that I would be able to trust their expertise and advice.

Easy & pleasant experience! This is my 2nd year in a row filing my taxes with A.N. income tax. Last…read moreyear, I had multiple W-2s/forms but they handled it w/ ease & my refund was received very timely! This year, I was able to book a same day appointment which was great! Art helped me out with my taxes and made me feel relaxed about it all. Will definitely return next year & highly recommend their tax services! 10/10

Third year in a row here and it is always a pleasure :) thank you for treating us like family!read more

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.

Jason, is amazing at simplifying and helping me understand the importance of saving and planning…read morefor my retirement. In our first session he sat down with me and taught me how the stock market works and various concepts within the retirement planning process. He then showed me what can be possible if I start saving and investing now while I am still young. After having spent time teaching me the various retirement concepts and answering my questions. He helped me create a savings plan that is right for me. I am so grateful that I met with him. Thank you!

The overall customer service is HORRIBLE. They don't answer the phone, they don't respond to…read moreemails, and when they finally do, they are very unprofessional. Unfortunately, the ONLY POSITIVE experience I had was with Ms. Yaretzy Quintana, who truly knows how to do her job. She helped me after I had to request a document more than 4 times over the course of a month, and THANKS TO HER, I finally got it resolved. I can only give 5 stars to Ms. Yaretzy Quintana, as the rest of the service leaves much to be desired.

I wish there was a level less than 1 star here! I only have until next March and my car will be…read morepaid off. I was thinking about trading the car in since I just despise these people, but my payoff is $2,000 more than the payments add up to, so I asked for a breakdown and the difference between the remainder of payments adds up to $2,000 in fees!!!! As if the 15.5% rate wasn't enough, they add crazy amounts of fees. I will be looking into this with my attorney as I don't recall reviewing any disclosures about additional and random fees.

I can't say enough good things about my experience working with Eddie! Before I found him, my…read moreexperience with another CPA was a complete nightmare--many things were done incorrectly, leaving me to fix them myself. I was kept in the dark, received little to no response, was given inaccurate information, and encountered several mistakes. It was incredibly stressful. I'm so grateful to have found Eddie. He is professional, responsive, and reliable--qualities that are extremely important to me. He answered all my questions clearly and thoroughly, and took the time to educate me on many aspects of managing an S-corp. I always felt informed and never forgotten. He stayed on top of payment schedules and got things done quickly and efficiently. I never felt lost or unsure throughout the process. Eddie is also very detail-oriented. He discovered a major oversight from the previous CPA--something I wasn't even aware of--and helped me correct it step by step. I was initially overwhelmed and stressed, but Eddie was patient, understanding, and even available during off-hours to guide me through it. Thanks to his help, everything on the business and accounting end has been corrected, and I finally feel like I'm on the right track. The accounting software he uses is also very efficient and allows me to upload everything in a well-organized manner. When dealing with so many numbers and accounts, that level of organization is a huge plus. I fully trust Eddie and highly recommend his services!

My last accountant was terrible! He made an error on my return which resulted in me owing money…read morewhen I was expecting a refund. And when I needed help correcting the return, he was totally MIA. I knew I had to find someone new who is trustworthy and reliable. Fortunately, I was referred to Eddie by a friend and have been very pleased with his services so far. I find Eddie to be very professional and knowledgeable. He gave me a quote before working on my return and stuck by his quote even though my return was a little more complicated than expected. He also looked at my previous return and identified the errors and omissions made by my previous accountant. Eddie is also very responsive and tech-forward. Most of our interactions have been via email but he makes himself available on the phone as well. He also provided me with tips for my next return so I could get a bigger refund. Thank you, Eddie!

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!

Hired them to help me fix an issue I had with my 2024 taxes, they did that and everything was…read moregreat. I had a few questions about the return and I will say getting a response via email was a little tough, but then last night Joe spent an hour on the phone with me talking me through every step I need to understand with my LLC. I really appreciate how he went above and beyond. Recommended!

I have been using Rae's Taxes for over a decade it seems looking back at taxes since 2008 and never…read morehave had any issue and process is easy and always great service. I work for one of the biggest Tax Firms in California and still go to Melissa every year and will have it no other way!! A+++ service always thank you for the amazing service!!

Long overdue review for Rae's tax services. I've been a client since early 2000's. I've never had…read moreissues with my tax services. Melissa, Josh, and her team have always gone above and beyond. Their office is easy to find, right off Main Street.