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    Pro Tax Solutions

    4.4 (12 reviews)
    Open • 10:00 am - 7:00 pm

    Services - Pro Tax Solutions

    Audit and conflict resolution support

    Current year tax preparation and filing

    Past year(s) tax preparation and filing

    Pro Tax Solutions Photos

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    Ask the Community - Pro Tax Solutions

    Review Highlights - Pro Tax Solutions

    “This is my 4th year in a row going to Brian to file my taxes and I will definitely continue to be a return client.”

    Mentioned in 11 reviews

    Read more highlights

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    Credit Corner - CreditCorner

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    I highly recommend Rod and Credit Corner. Rod is professional, knowledgeable, and very easy to work…read morewith. He took the time to go over everything with me, answer my questions, and explain the different steps I could take to improve my credit. I especially appreciated his transparency. He doesn't try to oversell anything or promise overnight results. Instead, he gives you a clear understanding of your situation and a realistic plan for improving it. The communication and customer service were excellent throughout the process. If you're looking for someone who understands credit and will actually take the time to help you, Credit Corner is definitely worth contacting.

    Finding a company you can genuinely trust with something as important as your credit isn't easy,…read morewhich is why I felt this review was well deserved. After researching several credit repair companies, I decided to give Credit Corner a chance, and I'm glad I did. From my very first conversation, the team was professional, patient, and transparent about the entire process. They took the time to review my situation, explain what was realistic, and answer every question without making unrealistic promises. What impressed me most was their communication. I was kept informed throughout the process and never felt like I was just another client. It's refreshing to work with a business that values honesty, professionalism, and customer service instead of focusing on making a quick sale. Whether you're trying to improve your credit to purchase a home, finance a vehicle, qualify for better interest rates, or simply get your finances back on track, Credit Corner provides knowledgeable guidance and a level of service that's becoming harder to find. I appreciate businesses that operate with integrity, and based on my experience, Credit Corner has earned my trust. I wouldn't hesitate to recommend them to friends, family, or anyone looking for a professional team that genuinely cares about helping their clients succeed. Thank you to everyone at Credit Corner for the excellent service. Wishing your team continued success you've definitely earned this five star review.

    Grigg Financial Group - Grigg Financial Group, formerly Brian Grigg Wealth Management

    Grigg Financial Group

    (43 reviews)

    I contacted Brian through Yelp a couple weeks ago and made it VERY clear from the beginning I was…read morelooking for a quote for tax filing/preparation only for this year. My initial message: "Hi Brian, I am just looking for a quote for 2023 tax filing, not to actually start it yet. We will be needing help on a couple of tax situations this year." His exact response: "Understood. I will provide a quote for 2023 during our call. I just sent the questionnaire." He then emailed me the questionnaire; I put I was interested in "Individual taxes" and sent it back to him, I NEVER put I was interested in Investment management or any other kind of financial services. So he knew this whole time I only wanted tax preparation. He still proceeded to call me today and asked a few questions related to our tax situation. Then at the end of the call he asked if I was looking for someone to manage our investments, I said not at this point...we are only looking for tax preparation now. His tone completely changed and he abruptly told me in a condescending manner we are not a good fit because they are saturated with tax preparation clients and he's looking for clients who want investment management. I was pretty shocked at the change in his tone and his annoyance once I told him I didn't need someone to manage our investments. Again, I made it VERY clear from the start I was looking for tax preparation services only from my initial message AND the questionnaire he had me fill out. I honestly don't know why he still called and was rude when he knew he couldn't take on any more clients who only wanted tax filing.

    I hired Brian a few years ago when when I neede to navigate the complexities of selling our company…read moreand managing stock investments in the new parent company. Since then, Brian and his team have been preparing my tax returns each year and providing ohter financial consulting as needed. He also helped me establish a family trust and is helping my wife establish an intestment portfolio. Brian is extremely proficient and knowledgeable, and his team is super helpful and responsive. I sleep well at night knowing we have Brian and his team in our corner.

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    I highly recommend Gabriel. He is extremely thorough at analyzing your financial portfolio to…read morerecommend possible paths towards your goals. Once you decide the path you want to take to achieve any goal, he monitors your progress with follow up. Gabe worked closely with me when I was employed & helped me set up a plan for my retirement. He reviewed our portfolio and helped me develop a plan which I was able to focus on to achieve. Because of his wise counsel & financial vision, I was able to stay focused on the plan and retired at 60. Thank you Gabe!!

    From the owner: Helping people has always been a passion of mine. I graduated from Providence College in 2011 with…read morea BA in Social Science and a minor in Accountancy, but I was most impacted by my mission trip to Haiti after the devastating magnitude 7.0 earthquake struck the impoverished nation. At the time, I majored in Accountancy, but this experience changed my course, and I decided to work as a teacher out of college. After going through my own personal finance journey through Dave Ramsey's Financial Peace University, I felt a strong desire for others to feel the financial peace that purposeful planning provided for my family at the time. In 2020, I decided it was time for me to make the jump back to my roots and into the personal finance industry in service to others. For the past 3.5+ years, I’ve worked with numerous clients on their personal finance journeys as a Paraplanner and Financial Advisor. I've guided clients using a goals-oriented approach through the 6 Pillars of Financial Planning: Cash Flow, Debt, Income Protection, Savings/Wealth Accumulation, Retirement/Estate Planning, and Income Taxes. Through my experiences, I've guided numerous clients towards developing a clear and purposeful financial picture for their lives. I look forward to learning more about you. Let's connect!

    Wheelhouse Credit Union - Chula Vista - Our Chula Vista Branch is located a block from the Third Avenue Village.

    Wheelhouse Credit Union - Chula Vista

    (26 reviews)

    we've been customers for quite some, time and just want to say that the customer service that we…read morefrom Jennifer P and the rest of the staff it's very helpful. Thank you all

    Go ahead and try to apply for an energy efficient loan with a credit score above 740 on all three…read morebureaus, low debt to income ratio, low credit utilization under 10% and you will get denied the loan. Apparently they want people over 800 on their credit reports and probably no credit utilization under 5% so my suggestion is go find a different lender. We got denied with perfect credit and perfect payment history and no lates or anything negative on our credit for a Roofing loan which is considered an energy efficient loan, but apparently they didn't want to give us that loan so I am complaining about their internal policies and procedures because of probably the executive branch of the United States. Again, my suggestion is Shop around and get a better loan through a different lender. If you have to borrow against a HELOC loan or an HEI loan than I recommend doing that because you won't have any payments under an HEI loan and a HELOC loan is geared towards smaller payments for a longer period of time if that's what you need. I do not Bank with Wheelhouse Credit Union and I will never apply through their credit union again so they lost me as a potential first time customer and a future borrower through their credit union. I will not change my review of their internal processes. We will also be contesting the hard credit pull since they did not do a soft pull and they denied us with a hard credit pull.

    Jenn Financial Solutions - Credit Repair

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    I felt Jennifer really cared about my issues and went out of her way to explain and guide me throw…read moresolutions. After working with her, I was able to get a great rate on my car loan. I would definitely come back to Jennifer when I have any financial issues.

    I can't express how thankful and blessed to have found Jenn…read more Out of three other consult she made me feel comfortable and gave me realistic expectations. She didn't over promised but, most definitely delivered everything like a true professional would have. Other credit consultants made me feel my credit was horrible, in desperate need, and, or either they would be able to fix my score within few months. None where as precise and straight forward like Jenn. She let me know my credit scored wasn't the best yet it wasn't the worst either. My problem wasn't much to do with collections but late payments and little hiccups on the way. Jenn is a true professional. I would say she "like an attorney" fighting with the Creditors/ bureau and finds angels to help every situation you encounter in the past. Most definitely a true fighter that is passionate about her job. It's great waking up to emails you're credit score has gone up and I have to thank Jenn for it. Not only my credit score has gone up but also my credit-card credit limits. I was also able to purchase my car at a low rate since my old car broke down. Now I can't wait to purchase my first home in the next year or so. Cheers to a brighter future!!

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    Excellent experience working with PWR. Linda helped me and my wife come up with a short-term action…read moreplan and longer-term financial strategy, and we are very happy overall. Linda was patient with our questions, easy to work with, and extremely knowledgeable in all the right areas. We feel like we have a much better grasp of our finances, and are confident in our ability to build wealth and navigate toward our retirement goals. I highly recommend working with Linda and PWR.

    Linda has provided financial planning services for us for about 3 years now and we are very…read moreimpressed with her professionalism and knowledge.  We selected Planning Within Reach due to the fact they are a fee-only financial planner.  Basically, this means you pay for services provided for the time they spend on your plan and not a percentage of your assets.  The service provides inclusive planning for everything from asset allocation, verification of insurance coverage, savings plans, and cash flow with your personal financial goals in mind. At the initial meeting, we discussed our financial goals and subsequently provided requested information for the plan.  Once the plan was prepared we had another meeting to review the plan including action items for us to perform.  This included things like rebalancing 401(k) and other investments in addition to other action items to complete.  We do annual checkup planning meeting with Planning Within Reach and find the discipline very helpful to stay on track with financial goals. If you are starting out or a few years from retirement, this service is worth every dollar.  We have confidence and peace of mind having our plan in place and recommend it to anyone looking for financial planning services.

    Pro Tax Solutions - taxservices - Updated September 2026

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