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    Shoreline Financial Services

    5.0 (1 review)
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    Services - Shoreline Financial Services

    Current year tax preparation and filing

    Investment management

    Past year(s) tax preparation and filing

    2 More Services

    Audit and conflict resolution support

    Tax planning

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    Lin Chai Rawlinson, CPA

    Lin Chai Rawlinson, CPA

    (27 reviews)

    Came here again to have my taxes done. Called and left a message for Emily and she returned my call…read moresoon after. As I was looking them done ASAP, Emily offered a Sunday appointment to my surprise and convenience. More than happy with the service, professionalism, and accommodation I was provided. Thank you, Emily!

    Very rude receptionist. I caught CoVID, so I called to reschedule my appointment. Receptionist…read moretold me she will not reschedule again if I cancel again. I told her if she rather have me come in after tested positive? She hung up the phone on me. I am now weary of this office's covid policy. *** Updated reply to Lin Rawlinson Lin Chai, I am glad you replied to my post. I am concerned by your reply by below factors: 1. I rescheduled twice with you before I caught Co-VID due to my busy schedule. It was on my 3rd rescheduling when she told me I could not reschedule again. All my rescheduling with the exception of Co-VID was with ample notice (At least 2 weeks out). Concerns: Your clients are very busy people and when you are pompous to tell your client they cannot reschedule, it tells me your office is not customer focused nor you are a friendly office. Additionally, when it comes to public health safety, it raises concerns on your office's ability to provide a clean and safe environment for visiting clients. Requesting 1 day cancel notice from someone who just found out he caught COVID was not only illogical and unconcerning, it was downright irresponsible as an office that opens to the public. 2. Your receptionist was the one who hung up on me when I questioned your office policy on CoVID. Concerns: Placing public health safety for those who visits your office help build trust and shows care and respect to those who visits your office. For the reasons above, I did not choose your office. I was interviewing 2 other CPA offices that were friendly, professional, and understanding. I have since selected one of them. I hope you will review your office professionalism and health and safety protocol, but equally important, the honesty of the people in your office. It takes a lifetime to earn trust, but seconds to lose it.

    Shoreline Financial Services - investing - Updated May 2026

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