Requested a free consultation, and Tony was very helpful and honest during our online meeting…read more It's hard to find companies with knowledgeable individuals who can provide valuable opinion as many are like robots so it's refreshing to have someone understand your needs and try to give you their best advice. Hope to work with Tony at Crosdroads Planning for our future tax planning needs.

TL;DR: Worked with Garrett Jones at Crossroads Financial Planning for tax prep. Misquoted our taxes…read moreby nearly $4,000. Poor customer service -- impolite and dismissive. Once paid, they offered little further assistance. Significant miscommunication between staff members on essential elements of our filing. Longer version: We hired a tax preparation service to help navigate changes to our filing status after getting married. Our tax consultant, Garrett Jones, began working on our application with the wrong filing status. After correcting this error, there was poor communication regarding important changes that needed to be followed up on, which resulted in IRS notices arriving in June. When I raised my concerns with Garrett, his guidance was vague and he offered no clear timeline for resolution. Weeks later, with no progress made, I was left with the impression that once he had been paid, his investment in us as clients had ended. I spent approximately 10 hours on the phone with the IRS trying to sort out the status of our account. Throughout this process, Garrett maintained that I owed approximately $2,000 to the IRS -- when in fact I had a pending refund of approximately $2,000. In the end, we were left with a significant miscalculation, poor customer service, and no choice but to resolve everything ourselves. I'm still unclear what the fee we paid to Crossroads Financial Planning actually covered. Highly recommend taking your taxes elsewhere.

Working with Kyle Clark has been a standout experience from start to finish…read more After a deeply frustrating experience with another financial advisor program, I was cautious about starting over, but working with Kyle has been a complete 180. From the start, Kyle was thorough and patient. He walked me through transferring all of my existing funds, helped me establish clear savings goals, and gave me concrete, actionable guidance I could actually act on. What impressed me most was his timing: all of this unfolded during a period of significant personal transition for me, and he handled every step with professionalism and calm. The results have spoken for themselves. My portfolio has reached record highs, and for the first time, I genuinely feel in control of my financial future. If you're looking for an advisor who is competent and steady under pressure, I can't recommend Kyle highly enough!

I've pretty much exhausted my ability to manage my retirement account now that it's entered…read more"Antihistamine money" territory (It's nothing to sneeze at) so I thought it would be a good idea to hire a fee-for-service fiduciary to look over my multiple accounts and give me some advice. Which ones do I combine? Am I investing too aggressively or not enough? What the heck is this fund? Nick Licouris did a fantastic job - we met twice, and he mapped out a detailed roadmap for me to get my financial house in order over the next few years, explaining everything in plain English anyone could understand. He confirmed I was headed in the right direction, but also pointed out a few things I was unaware of. He also correctly predicted how many hours it would take, so the cost was no surprise. I am very, VERY pleased with the results and I've recommended him to others and will probably hire him again, once I've executed the plan.

Maggie was very helpful over the phone with questions and I would definitely use her services again…read morefor tax prep! I had questions about how to manage my retirement funds effectively and how to mitigate tax penalties and Maggie was very knowledgeable about the potential impacts using just a few statements from my brokerage account! If I had known it was this easy I would not have spent months agonizing over what to do when we were able to answer my questions in less than an hour! Maggie is very responsive to inquiries sent through on the website and to phone calls!

Maggi was great. Super smart and passionate about investment planning and the tax consequences. I…read morestrongly recommend and would use her again.

*** Note, they don't make/sell loans - they set up solo 401k's***…read more I have been a customer of Sense Financial for 6 years, and it's been a phenomenal 6 years. I cannot say enough about the level of customer service and knowledge that Sense Financial has, and shares. Sense Financial is and has been 100% responsive the 6 years I've been a customer, and they are dedicated to helping their customers manage their 401k effectively and in compliance. If Dmitriy thinks you're going to act in a way you could be non-compliant with the IRS rules, he will tell you. If you push it, he will make it clear to you that the IRA is not to be toyed with. He is the person you need to navigate these rules. I have seen companies with excellent customer service. Sense Financial, however, has the Single. Best. And Consistently Best Customer service I have experienced. His support team as well have Always Been on point. The wealth of knowledge on the client portal is copious, well organized, and detailed, but written and organized in a way that's easy to follow. I will not trust this part of my portfolio with any other company, or guidance in my 401k from anyone but Dmitriy.

This is a typical Scammer organization that keeps harassing my small business about a low interest…read morerate loan. I never inquired about anything from this company. They purchased my phone number from a list. These unwanted calls never stop. Furthermore, proof that this company is a scammer is in.the fact that they typically spoof other numbers and need your approval immediately.

Jason has been a great steward of our retirement financial planning. Years ago we attended a…read morewebinar that Jason hosted as we were initially looking to what we might need for retiring. We kept in touch and Jason was always willing to provide answers and guidance as we got closer to retiring. Now after about a year in retirement, we are very happy with Jason's advice and our retirement portfolio's performance to date has been excellent. So glad that we discovered Jason and Keep It Simple Financial Planning.

We started working with Jason a few years ago, before I and then my wife entered retirement. He has…read morebeen a (financial) lifesaver in guiding us through the process, giving great advice and education, and making sure that our finances were, are, and will be in order. He has pointed out many things in the complex world of modern finance that we were unaware of and saved us from several big mistakes. Where we were once very apprehensive about if we had enough money for retirement and what to do with it, we are now knowledgeable and confident. Finances are now one of the least of our concerns now that Jason is guiding us, and we are spending our retirement years enjoying life! We have easily saved/re-invested/made more money than it costs to have Jason looking over everything for us. And the peace of mind is worth its weight in gold.

I had such a great experience working with Patty to get my life insurance. She was very helpful,…read morepatient, and made the whole process easy to understand. I really appreciate how she took the time to answer all my questions and make sure I felt comfortable with everything. My mom has also been working with Patty for years, which says a lot about how trustworthy and reliable she is. I'm so glad I decided to work with her too. I highly recommend Patty to anyone looking for someone who truly cares about her clients and helps them find the right coverage for their needs!

Yes, this financial specialist were amazing. My advisor - JC, he's amazing & does explains…read moreeverything we need to know. TFA did my living trust review & we were satisfied. Perfect! I don't normally trust anyone specially in regards to our financial savings. But through the help of JC , we (husband & me), we believe in him, trustworthy. He spends time to explain to us word for word in a matter that a layman person will understand.

I don't recommend this place - getting charged over $175 to scan documents and send to an email…read more They're thieves and I'm not saying this because I want to bad mouth anyone but this is insane. I work in law and scanning a document shouldn't be charged whether it's one page or 1,000 pages If their machine is slow as they claimed over the phone then why should the client be penalized then excuses it with "well my employee stood there for two hours!" So what?! That's why she's your employee that you hired to provide a service for an hourly wage. Not in my years of experience doing immigration work or personal injury work have I ever charged struggling families for this. That's not right. I can only imagine the insane amount they charge for getting your taxes done here. These are hard time for immigrant families, this is not the time to be greedy. Actually it never is the time.

After our previous tax preparer disappeared off the face of the Earth several years ago we had to…read morefind a new person to trust with our financial life... That person turned out to be Irene Christiansen, owner of OC Financial Services in Fullerton CA. Irene is professional & knowledgeable in all aspects of financial management, planning, & tax preparation! She communicates to her clients in a way that's accessible, helpful, & completely understandable -- She meets all her clients exactly where they are in their knowledge of their finances. Her fees are reasonable & her demeanor is warm & friendly. I am happy to have found someone to care for our financial needs that is trustworthy & thorough.

After a Yelp search, to find a tax expert to assist with my unpaid federal taxes, and other…read moreworries, it took about 5 minutes before I received a response from Joe. I prefer to hire people who are paying attention to their own accounts as he did. Joe is charming and reassuring. Over the phone, he explained everything he would need from me and told me what to expect from him. He shared how he would help, providing best and worst case scenario. And a timeline. Joe moved away from California, but does return regularly as he's a Ducks fan and has season tickets. He may have been worth the price he quoted. I don't know. The two other quotes I got were more than 50% less than what he quoted. It does not make sense for me to pay 2x as much for somebody living in another state to do my taxes. I am writing this review because after and despite my explaining to him and his colleague why I would not be utilizing their services, I began receiving daily prompts to sign a contract. There was no contract when I let them know I would not be hiring them. Yet they sent it. It's seems shady to this old fart. The nerve!

Hired them to help me fix an issue I had with my 2024 taxes, they did that and everything was…read moregreat. I had a few questions about the return and I will say getting a response via email was a little tough, but then last night Joe spent an hour on the phone with me talking me through every step I need to understand with my LLC. I really appreciate how he went above and beyond. Recommended!

Dealing with debt can be extremely stressful and scary. Michael and his team made going through a…read moredifficult time so much better. Michael came up with thoughtful, innovative ideas to handle my situation and helped me out immeasurably. His experience and relationships working on 4000 debt cases showed. He came up with an affordable, tailored strategy that helped me out of a very tough spot. Most of all, Michael cares about his clients and it shows. I cannot recommend Michael and the Financial Counseling Center strongly enough. Highest recommendation. Good people you can trust.

Great service, great team. Definitely recommend them for your debt management and or/resolution…read moreissues. The process felt like family helping me in a stressful time.

This wonderful Financial Plannings, Tax and Retirements office has offered the COFEC: Community…read moreOutreach Education Class; it is free, meaningful, practical and very educational! Please come to enjoy the new learnings and/or to share what you already know/want to know more about: finance, investments, retirements, insurances, taxes...subjects are different for every meetings. Trust me you won't be bored. **for Vietnamese speaking: cong dong minh co the biet them ve Terrie qua phan phong van do PhoBolsaTV thuc hien; da duoc dang tren YouTube voi tua de: "Chuyen gia noi gi vu cong ty My lua dao cong dong Viet quan Cam 25 trieu do?"

Terrie Bui is absolutely amazing coaching, training, and providing value to those she works with,…read morearound, and for.