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    R&R Payroll

    5.0 (28 reviews)
    Open 8:30 am - 5:00 pm

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    Review Highlights - R&R Payroll

    Mark has even alerted us months in advance on state requirements and kept us on top of everything with EDD.

    Mentioned in 13 reviews

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    The Law Firm Of Steven F Bliss

    The Law Firm Of Steven F Bliss

    5.0
    (106 reviews)

    My wife and I are in our mid '60's and decided it was high time for us to update our wills and make…read morepreparations for our grown children and their families for the inevitable and get the living trust paperwork done. Steven Bliss was named as one of the top attorneys for this service in his field and our initial contact was professional and positive. The woman who answered the phone was very friendly and clearly explained the fee structure and how the process works. Three meetings, first two on the phone, third in person to sign the docs. First consult is free, half the fee expected at the second consultation and final payment at the third and final meeting/signing. We set the date for our first consultation and we were instructed to watch a video that answered a lot of our questions before that first meeting. It was Steven giving a seminar, explaining the nuts and bolts of what it is, what is needed, why it's needed, etc. Long, but fast paced and very informative. Mr. Bliss is very perfunctory and doesn't waste time. He's a no-nonsense professional, who explains the process well and helped guide us in the decisions we needed to make in order to make the process of distributing our assets to our heirs as easily and pain free as possible, structured in such a way that even if we add property in the future, it will be covered by our revocable living trust and won't require further legal expenses. We also appreciated that we are invited to call his office at any time with questions should we have any in the future, without worrying about being billed for it. Our service included: Home title changes, revocable living trust, powers of attorney, medical final directives, and last will and testaments for both of us. While the pricing for Steven F. Bliss was not the least expensive we found, the thorough service he provided was well worth the cost, which we still found a very reasonable value for the services provided. There were no surprises, no hidden costs, just professional, thorough, friendly service. I hasten to add that we did in fact, consult with another attorney early in the processes, who is also highly rated and cost less, but for reasons I decline to elaborate on, my wife and I received major red flags resulting from our discussions with the other attorney which cemented our decision of having Steven F. Bliss handle this important paperwork for us. Sometimes, you really DO get what you pay for. After our final consultation yesterday, Steven e-mailed us further instructions today, explaining what additional steps we need to take in order to maximize the protections of our trust. We are very satisfied and highly recommend Steven F. Bliss and his friendly, highly competent office staff.

    Steve Is awesome. He created our trust answered all of our questions and concerns. The price…read morewas fair and more reasonable the other lawyers. Afterwards he was able to assist us with other questions we had about my parents trust even though he wasn't the lawyer that set it up.

    Team Wealth & Tax Advisors

    Team Wealth & Tax Advisors

    4.6
    (34 reviews)

    We have been working with Jay Cole at Team Wealth for a few years, and we highly recommend him. He…read moreis knowledgeable, honest, and hard-working. Thank you, Jay!

    I became a client this year, specifically because they offer tax and wealth management under one…read moreroof -- I was having a complicated tax year and was also considering moving my investment accounts to a smaller local firm. In July my employer was acquired, which created a one-time equity event -- a large block of W-2 income plus a capital gain -- and a genuinely time-sensitive tax question. I sent a one-page summary with my own figures and six specific questions: confirm my analysis, check whether I'd owed AMT on some prior ISO exercises (I asked him to pull my IRS and FTB transcripts), and tell me whether I needed to make a Q3 estimated payment before the September 15 deadline. It took 17 days and a follow-up email from me to get any reply. When it came, none of the six questions were answered. What I got was a rough estimate he explicitly told me not to rely on -- "by no means should you use these for any official calculations" -- plus a note that his system couldn't calculate two of the taxes that applied to my return. The same email told me the firm would no longer be servicing my account. - Basically they fired me HA! I understand this was outside his wheelhouse. He said as much. But that's a conversation to have on day one, not after two and a half weeks of silence on a deadline-driven question. Being dropped as a client in the same message that answered nothing is what moved this from disappointing to worth writing about. I never did move my investments over. This experience made that decision for me -- which is worth mentioning, because the combined tax-and-wealth offering is what brought me in. If you're considering them for both, I'd want to see how they handle a complicated tax year before you hand over anything else. If I can't trust you for the little stuff, how can I trust you with the big stuff. One star instead of Zero (If I could) because he did eventually respond and offered a referral.- Thanks but NO THANKS!

    R&R Payroll - payroll - Updated August 2026

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