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Farmers Insurance - Mitchell Bassignani
Eric S. said: My home insurance was cancelled because I live in a country rural area… read more
Pacific Service Credit Union
Pacific Service Credit Union is your local alternative to the big banks. We are a… read more
Ben Carr - State Farm Insurance Agent
My name is Ben Carr, and I'm a State Farm Agent serving Concord, CA, and communities… read more
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1 year ago
Thank you for assisting me in getting my tax exemptions. My county doesn't make it easy to find the right forms to apply. Your process was easy and straight forward. Good communication and responsive. read more
4745 Mangels Blvd
Fairfield, CA 94534
(707) 430-4300
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BK Accounting & Tax Services
Celebrating 8 Years of Trusted Service! With over 700 happy clients, our experienced… read more
Jacob Howard - Napa Valley Lending Group
Eric C. said: We have gone through MANY mortgages and refi's over the years. Working… read more
People searched for Financial Advising 347 times last month within 15 miles of this business.
Truevir Financial
(6 reviews)
I have had great experience with Justin at Truevir. he's helped me over a year now. his education…read moretrainings are free and he really just wants to help me grow.
Justin has been a long-time, trusted family friend to both my husband, Steve, and me. We chose to…read morework with Justin because we were confident in his ability to manage our financial needs with integrity and professionalism. Justin has been an excellent financial advisor. He is knowledgeable, professional, and always available to answer any of our questions. His advice has been invaluable in helping us achieve our financial goals. We highly recommend Justin and his company Truevir Financial's services. 10/10!
Edward Jones - Financial Advisor: Kimber Smith
(2 reviews)
The very best! Kimber and Brenda addressed all my needs and…read moreconcerns, I couldn't ask for better financial planning. I trust them and know they have my best interests in mind! Thank you Kimber and Brenda!!!!
I have been a client here for over 5 years, Kimber has always kept me aware of any market changes…read moreand has ensured my accounts are diversified and continue to grow at or above market rate. She stays on top of accounts and ensures your goals are inline with investments.
Solano Wealth Management
(1 review)
We've been with Rufus and his Solano Wealth Management for over 15 years and they've helped to…read moremanage and grow our finances efficiently and to such lengths we did not expect. They are always so accessible and responsive and we appreciate knowing our portfolio is in very capable hands.
From the owner: We understand that individuals face unique challenges as they prepare for retirement. We can help…read moretake some of the mystery out of preparing for your financial future. Whether you are investing for retirement or already retired, our personalized service focuses on your financial goals and objectives.
Kenny Heller
(88 reviews)
Exceptional! I…read morereached out to Kenny about multiple insurance products - long term care, term life, whole life. Let me step back and say this first - My family has a long history of buying all sorts of insurance over the last 30 years. In that time, we have met many people in the insurance industry across various roles. With that context in mind let me say this. Kenny is amongst the most thorough, knowledgeable, and helpful people I have ever met. He is not trying to just "sell you something." Instead he works hard to understand why it is that you think you need the insurance you have asked him about, he uses his intellect and creativity to suggest other options if they are appropriate (his feedback many times proved better than my own initial assumptions and work), and wants above all to help you. He is responsive, razor sharp, and high integrity. I started this review with the word "exceptional" - well, there is "exceptional" and then there is "truly exceptional" and then there is "rarely seen level of exceptionalism" - and for me, Kenny is just that.
Was overwhelmed with trying to figure out my financial future, and Kenny took the reins. He was…read morepatient, comprehensive, and extremely helpful in providing lots of options. Definitely a trusted provider that I can't recommend enough.
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I had an appointment with Sylvia for the 3rd year and she's always been awesome. Very thorough and…read moreknows what she's doing.
They have no idea what they're doing. Cost us money in penalties and never even apologized.read more
Very happy with Nova Tax Consultants. My husband found them on Yelp after being extremely…read moredisappointed with the last two tax accountants. We paid much more than we have at Nova. We asked for expertise on certain issues like our children being in college and rental properties at the last two tax accountants. They were uninformed and dismissive. At Nova they got to the bottom of our questions worked with us and we're able to get the best possible tax advice. I've been so pleased with them even when we owe I know they're really looking out for us.
After becoming completely disgusted with our incompetent previous tax preparer, three years ago we…read morewere fortunate enough to discover Nova. They took a real interest in looking carefully at our financial situation to maximize anything that was applicable to us. Not only did they ask us for details about things that we wouldn't have even thought of, they offered suggestions about things that our previous preparer had not even taken into account. They knew that we were dissatisfied with our previous preparer so after they finished our first tax return with them they offered to review our previous year's tax returns for a (very) nominal fee. For the previous year we had paid, but after reviewing and taking into account everything they now knew about us they re-filed our previous year's tax return and got us a significant refund because of things that had been overlooked! We are very grateful for Nova and Tami and their expertise and caring attitude!
I have been to many different companies over the years to get my taxes done and this was by far my…read morebest experience (and I've had other good experiences with companies.) Everyone was kind and took the time to really explain my specific situation and adjustments I might want to make in the future. I am not dreading tax season next year.
Gino Fortis and his staff are simply the best. Do yourself a favor and use Fortis…read more Regarding tax preparation, Fortis is far better than H&R Block and the others. He doesn't just ask canned questions, but goes deeper and finds exemptions and credits the others don't find. He knows the Federal and State tax codes and even was able to file taxes for another state. In addition to the superior technical ability, Gino Fortis and all his staff have always given the best customer service. Dealing with them is a pleasure. And that is saying something considering taxes are so unpleasant.
I cannot express how much Bookkeeping and More has significantly improved our financial management…read moreover the years. Their expertise, combined with excellent communication, accurate financial and tax reporting and enhanced data security makes them a valuable partner to any business. I highly recommend them to anyone looking for a reliable and professional bookkeeping service.
Teri has been doing our taxes for five years and is absolutely amazing!! Her team is responsive and…read morehelpful - the process of getting our taxes done is so convenient and comprehensive!! I recommend Teri to everyone I know, particularly self employed folks (like both my husband and I are!), as Teri is able to give us so much peace of mind with the work she does.
Michael has done my taxes for 2 years in a row now. I intend to keep my business with him as he is…read moreincredibly fast and thorough, and at a great price. I am happy with the tax returns I have received and I would recommend his services to everyone!
Having newly bought a house in 2019 we needed to have our taxes "professionally" done. We don't…read moreunderstand very much about taxes and she didn't fill us in on any possible write offs and we just accepted that we owed a few thousand. Now that we think about it she didn't ask us very many questions about our situation and come to find out recently, she didn't even put in a change of address for our new house. That seems like a pretty big detail to miss. My husband even went back in and told her husband it had our old address and he said "It doesn't matter" I wonder what else did she miss??? Now our IRS correspondence is being sent to our old address, including checks, we will probably never find. We will not be back and do not recommend!
I was referred to Guerrero tax by a coworker who said I would just love Hortencia. She said she was…read morefriendly, quick and professional! I would have to agree!! If you are looking for a new tax person you won't be disappointed!
Brian Gilpin agreed to review my father's paperwork and file his taxes. He asked him to drop off…read morehis paper work at his office in May of 2020. My father passed, and I began to work with Brian to follow up with brian regarding my father's taxes. Brian agreed to send me his tax documents after determining he didn't need to file. I have never received these documents. He claims to have sent them, but has no record of which address he mailed it to nor the date it was sent. He continues to deny responsibility, despite my father having engaged him for this final service. I have followed up multiple times and Brian's unprofessionalism has been a challenge to say the least. It is clear that without his support staff Brian Gilpin has no follow up or accountability whatsoever.
I have been using Brian to do my taxes on several businesses and personal taxes. He is honest and…read moretells it like it is. I have been using Brian since 1991 so I can speak from experience. He is good at what he does and you will easily gain his respect if you are not trying to game the system. I owe part of my financial success to Brian's attention to detail and mentoring. You won't find a better CPA anywhere And I highly recommend Brian.
Matthew has been an amazing attorney for me. He helped me through the process for my Ch 13. Has a…read moregreat sense of honor and very responsive when you need him even after the case is complete. He is willing to go that extra mile to help get you the best results possible.
Matthew from Law Pro 9 was very helpful, supportive and thorough in helping me get through the…read morebankruptcy.
this office might be good BUT had mine and daughters' taxes done there he charged us both $100.00…read moremore than my last year's taxes so if you want to pay for a return that is plug and play then pay, he the guy never will we use him again!!! my taxes were very simple. Asked him about the cost and he said that's what I paid last year he was wrong, and I told him what I paid but didn't care, mine $375.00 her $200.00
From our initial consultation to the final completion of our tax returns…read moreDavid was patient, professional and very knowledgeable in several difficult situations. He was very intent on insisting that the information we used to file the return would satisfy the IRS requirements. Also, his final billing was very reasonable.
Squeezed me in last Minute and did a great job, and taught…read moreme I had been doing everything wrong.
The tax preparers I'd used since moving back to CA in 2017 closed up shop after tax season last…read moreyear, and so 2025 was the year to finally stop driving to Vacaville, since I hadn't lived near there in 5 years, and find someone closer to do my taxes. I listened around town and checked reviews, and settled on Taxpertise. I was not disappointed: Susan made the new client intake process very straightforward, and Ed answered my questions and had my tax returns completed in a more than reasonable timeframe. I'm planning to return to them again next year, as I very much appreciate a professional, hiccup-free process, on which they delivered.