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 FEEL ABANDONED! I received an IRS notice for discrepancy for a prior year filing. Panicked, as…read moreI've never received any type of IRS letters/notices/audits before, I quickly contacted Neil for help. I left a message in the client portal, emailed twice, and called multiple times to a voicemail that doesn't accept messages. No response at all. Very unprofessional! After review of my taxes myself, I discovered that Neil made multiple mistakes. Missed amounts that were on the financial forms I submitted. Just sloppy work on his part. I trusted him & had been a loyal client. My bad for not thoroughly double checking his work, but his bad for not double, triple checking the numbers as a tax professional. This is an honest review & I'm hoping to save others from him. If you ever get audited, he'll ghost you & you'll be on your own.

I'm very disappointed with the lack of professionalism and communication. I scheduled an…read moreappointment with Neil last week to meet in his office this past Monday at 9 am (a date and time that he suggested). When I arrived (no more than 4 minutes after 9), the office door was locked, and no one was there. I double-checked the suite number, asked someone in the building if I might be in the wrong place, and still couldn't locate him. I called twice with no answer and couldn't leave a voicemail because the mailbox was full. I also emailed to let him know I was on-site and trying to reach him, and I received no response. I then tried contacting him through the online tax document portal chat function (which he instructed me to use to upload my documents), and still no response. I took time off work and used PTO to make this appointment. Given that I was asked to upload sensitive personal information (driver's license, SSN, and tax documents), being completely ghosted at the last minute is unacceptable. I would not recommend a tax professional who confirms an appointment, is a no-show, and provides no communication.

SJ Accounting Consulting is extremely knowledgeable about federal and state tax laws, have high…read moreattention to detail, provide fast service, and their rates are fair. Highly recommended!

Mr. Sean is a highly experienced professional, and his pricing is very reasonable. We have been…read moreextremely happy with his bookkeeping and CPA services for the past five years. He reviews each and every account item carefully, pays close attention to detail, and ensures everything is accurate and compliant. His thorough approach gives us confidence and makes us feel comfortable and stress-free with our financials. Overall, his service has been excellent, and we truly appreciate his dedication, expertise, and professionalism. We highly recommend Mr. SJ for bookkeeping, accounting, and CPA services.

I had a 15-minute call with Gary, and he was able to answer all of my questions and point me in the…read moreright direction based on my tax needs. I really value his honesty and his willingness to help. His knowledge and experience made me feel confident that I was getting the right guidance. I highly recommend Gary for anyone looking for a knowledgeable and trustworthy CPA.

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.

Wake-Up Call of a Lifetime…read more As someone who's spent years in the medical field as a nurse -- dedicating myself to caring for others -- I'll be the first to admit: I never really took care of my financial health. I didn't grow up with good financial habits, and I've never been someone who felt confident navigating money, retirement, or planning for the future. But getting Sunny involved was the turning point. This wasn't just financial advice -- this was a total mindset shift. Working with Sunny was a real wake-up call, in the best way. He helped me do what I had avoided for far too long: face the numbers -- and gain power over them. Together, we mapped out my retirement goals, created a plan for my daughter's 529 college fund, and broke down exactly how much I need to save and spend each month. For the first time, the fog cleared. The future became real, and possible. And here's the kicker -- I always thought I was overspending... but once we ran the numbers? Sunny told me I could actually splurge once in a while! Imagine that! For someone who thought financial planning meant restriction and fear, this was like breathing oxygen for the first time. Sunny isn't just knowledgeable -- he's relatable, caring, and deeply committed to helping people like me realize: I can do this. He didn't just build a plan. He helped me build belief. If you're on the fence -- don't wait like I did. I only wish I had started this at the beginning of my career. I could've avoided years of waste and guesswork. But now? I'm taking ownership of my financial future, and it feels incredible. If you're ready to stop living in the unknown and start building the life you deserve, talk to Sunny. He's the real deal. Highly, highly recommend

Sunny is a tremendous person who excels in what he does. He helps you identify your goals and…read moredevise a plan to get you on track. He does so in a very relatable and approachable manner. I would not hesitate to refer my dearest friends and family to him, and have done so in the past.

I have been with Amy for years since she first started WFG and opening up my life insurance policy…read morewith her. She exudes professionalism, thoughtfulness, and is extremely knowledgeable in her field. She makes it easy to understand what you're signing up for and makes sure it fits your budget and needs. She courteously performs an annual review of my family's policies with us to let us know where we currently are and it's going in the direction where we want it to go. She's very accommodating to your schedule to ascertain you get the personal one-on-one time. In this day and age, there are so many agents out there but whenever I find someone in need of one, Amy's my highly recommended referral. I look forward to continuing my relationship with her for my life's financial benefits!

Amy is such an incredible agent. She is very knowledgeable in the inusrance industry. I have worked…read morewith her for many years, and trust her completely with our financial goals. I also referred her to my family and friends, which she was able to help as well. Because of her, I can sleep better at night knowing my family will be cared for when i am gone. She is more than an agent, She became part of our family.

Joseph helped both my partner and I through a bad time. Both her parents died within a year, the…read morehouse was sold, profits divided. A cancer diagnosis also threw a wrench into our plans, but Joseph rolled with it, was very patient with all the crisis that kept occurring. He kept us on a steady course for retirement, and gave us good advice when we were freaking out. We very much appreciate him!

It's been a wonderful experience working with Joseph over the last year on our business & personal…read morefinancial planning. Partnering with a fiduciary in the Bay area was really important to us. He's a great listener who assesses and guides us through achieving our goals & desires for the short & long term. He has greatly helped us to communicate as a couple, exploring our different experiences with money, and interpret our long term financial goals into an actionable plan. Ultimately, it's our responsibility to put those plans into action, but it's also reassuring to have Joseph as an agent of accountability so we don't lose track of our own commitments.

We're glad we connected with Faruk. His knowledge and insights have been very helpful and…read moreinformative. He's patient and takes the time to understand you and your financial situation before presenting recommendations. We would definitely recommend Faruk to anyone interested in planning for their financial future.

Faruk was a pleasure to work with! As we wanted to plan further for our future, our goal was to…read moreidentify areas where we are doing well and can improve upon. From the start, Faruk was personable and clear in communicating his services along with having a genuine interest in what our expectations were from this exercise. Fast forward a month, we have gained invaluable clarity and actionable next steps for our finances. Today, we still reference learnings and information shared by Faruk to help influence any financial decisions we may or will make. 100% would recommend Faruk to any family looking to understand their finances.