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    Pruneyard Financial Group

    5.0 (4 reviews)
    Closed 9:00 am - 5:00 pm

    Services - Pruneyard Financial Group

    Accountants

    Investment management

    Retirement planning

    1 More Service

    Tax planning

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    13 years ago

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    17 years ago

    Love them, always provide good tax service with sound advice and good stories to boot. The view is spectacular.

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    14 years ago

    Cannot say enough good things about Pruneyard Financial. Friendly and professional team. Been going there 10 years and very happy!

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    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.

    Pruneyard Financial Group - accountants - Updated May 2026

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