Shad and his team are the epitome of great customer service! Love his calm and fun personality…read morewhich makes learning about investments and money that much more easy! Sometimes we can get overwhelmed with current state of market yet Shad and Beth are AWESOME at making sense of it all. Thank you!!! Keep up the great work!

Highly recommend Shad. He is patient, listened to my questions and answered them one by one until…read moreI understood. The decision to invest my money with Shad was one of the easiest decisions I have made.

Nyisha is the best! I don't know much about IRAs and investing. Since I transferred my IRA to an…read moreaccount with Nyisha six months ago, its value has increased 10%, and I DO know that's really good. I'm very happy with that. Nyisha answers all my questions in ways that I can understand. Her assistant Erin is awesome- super friendly and professional. I always get first rate service and I always feel like they really care about me. =)

Smart. Articulate. Friendly. Just awesome! Nyisha really knows her stuff! I am easy distracted when…read moreI don't understand a certain subject, from my first meeting with Nyisha I felt like I really understood what the entire investing process was and how it could benefit me and my family. She made the entire process so easy and never made me feel like I didn't belong. I have met some financial planners who if you are not investing thousands then you are not worth their time. Nyisha was from from that. I absolutely love how comfortable she made me feel!!

Fantastic service!…read more We'd been searching for a financial professional for a while now and was very surprised when we could book a one-on-one free consultation with Ms. Teh the very next day. We detailed our plans to her, she gave us her professional opinion and gave us homework to do. She was pleasant, communicative and obviously knew her profession. We'll be using her in future for sure!

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.

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!

Alfred and his team are the best. They never let us down with their services. Wish we had started…read moresooner. We appreciate their kindness and professionalism.

If I could give Alfred and his office 10 stars, I would. I had started a transaction with them and…read morepaid half down for their services. When I came into some unexpected extreme money problems, they gave my down payment back to me. So awesome

Gary is extremely knowledgeable and stays up to date in his education which is extremely important…read moreto me. He listened and provided answers to immediate concerns and met all expectations (and then some!). Highly recommend Gary to anyone who is looking for an expert in the finance/tax planning field.

I had a 15-minute introductory consultation with Gary, and I cannot recommend him enough. As a…read morefirst-time small business owner, I was completely overwhelmed by the whole sole proprietorship transition. Gary was incredibly patient, helping me navigate my confusion regarding 'cash basis' accounting and clarifying why my specific contracted work resulted in a W-2 rather than a 1099. ​What impressed me most was his honesty; he explained that my current tax situation is simple enough to handle via software and encouraged me to save money by filing myself this year. He even provided AI-generated notes from our call so I could stay present in the conversation instead of scribbling notes. If you want a CPA who is knowledgeable, tech-savvy, and has high integrity, Gary is your guy

Very knowledgeable, helpful, and friendly. Would definitely recommend visiting and getting your…read morefinances in order to be ready for the future.

From the owner: During these uncertain times, we're here for you - ready to listen, support and navigate this…read moretogether. We care about your physical health and your financial health. Please reach out and see how we can help you. Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.

I can't believe this business I requested a copy of my 2023 taxes. She has the nerves to ask for…read more$25 for an email that takes 5 minutes. Because she doesn't know converting a document is for free. She just lost a loyal customer. I will also send a complaint to good business bureau about this business. They are responsible to provide a copy of my taxes to me upon my request and I was willing to pay the $25.00 instead she got on line and started to yell at me about how she will sue me if wrote a bad review or complaint about her business. Just learn how to be more professional.

I have been going to mita for a couple of years since i moved to tracy in 2015. she's great.. she…read moredoes an awesome job doing taxes. Great person. I would highly recommend her...