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Roundleaf

4.7 (125 reviews)
Closed 9:00 am - 6:00 pm

By appointment only

Updated 1 month ago

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6 years ago

We are working with Richard and he is very thorough when explaining things and is patient with us when we have questions.

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Ask the Community - Roundleaf

Is there a fee for your service?

If you enroll in our program there is a service fee. However, we provide a performance policy so if we can not service you, we will not charge you. We start with our no cost Discovery consultation to review your situation and goals, review your… Read more

Are your meeting in person or everything done over the phone?

We can schedule in person, phone, or video meetings.

I have summon out to be serve can i not cosent to it and can your group help with the 3rd party collection agency to validating the debtb and hopefully getting it toss out?

In order to answer your questions please give our office a call at 408.912.2323. We need to better understand your situation and goals to provide you the correct resource.

And what is a difference between Debt Consolidation and Debt Settlement ? Which of This Will Bring…

Debt Consolidation is obtaining one loan to roll all your debts into one payment. Debt Settlement is having the creditor accept less than what you owe as payment in full. Through our no cost discovery consultation, we will be able to determine the… Read more

Never late on any of my payment.... Yet. Always have good faith with my creditors. Because of my…

Hi Tea, Thank you for asking. We offer a no cost discovery meeting to review your situation, manage debts, establish financial budgets, and align goals to provide options so… Read more

Hi can you check my credit to see if you can help me to erase some bad payments, and hard inquiries?

Hi Israel, we can help review your credit and provide guidance on how to improve it. We do not provide a service to remove hard inquiries. After we understand your situation, we will provide options so that you can decide what would be best to reach… Read more

View All 8 Questions

Review Highlights - Roundleaf

Met with Richard to understand how the process works and create a 3-year plan.

Mentioned in 96 reviews

Read more highlights

Teh Financial Coaching

Teh Financial Coaching

(101 reviews)

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.

Christine is unlike anyone I've ever worked with. I'm 71…read moreyears old and have worked with many financial professionals throughout my life--including tax professionals, advisors, and planners--but Christine is truly in a league of her own. Her level of knowledge is unmatched, but what stands out even more is the heart she brings into every interaction. You can feel her care. She's not just doing a job--she's devoted. Devoted to your clarity, your security, your peace of mind. With Christine, I feel both grounded and supported. She holds a rare blend of precision, presence, and genuine dedication to your well-being. I wholeheartedly recommend her to anyone seeking more than just financial expertise. With Christine, you're not just hiring a professional--you're inviting in someone who truly cares about you. Thank you, Christine, for always showing up with such love, compassion, and integrity.

SJ Accounting Consulting, CPA CFP

SJ Accounting Consulting, CPA CFP

(40 reviews)

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 recently had my personal 2024 taxes done by Sean and his team. They were great! Communication was…read morequick and clear. Sean first sent me a new client form that was pretty quick to fill out. Once that was complete, he shared information on their tax return preparation fees so I understood the cost. We then had a quick meeting (I selected to this virtually, but you can also meet in person) to go through my details. Sean provided a form for me to indicate which tax related forms and documents I had, how many and any notes. You share all of the information securely via Dropbox. Sean let me know after just a few business days that everything was complete and ready for my review. I went through everything he provided and didn't have any questions so they were able to go ahead and file. I normally complete my own taxes with TurboTax and wasn't sure exactly what to expect having someone prepare for me for the first time, but everything went very quickly and smoothly. I'd definitely recommend Sean and his team!

Roundleaf - financialadvising - Updated May 2026

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