Often the first thing that comes to mind when looking for an advisor is managing investments. Bull…read moreOak does this of course--their philosophy is logical and evidence-based. But what set Ryan, Peter, and their team apart to us was that they were clear early in our partnership that they wanted to bring value through other avenues: tax planning and efficient financial planning, just as examples. We appreciated that they accomplished this while also factoring in our goals and especially our values. We feel lucky to be with Bull Oak and highly recommend working with them.

The Bull Oak team has been great; the only regret I have is not signing on with them sooner…read more.. I love the methodical focus on minimizing costs and maximizing returns at scale, as well as the detailed approach Ryan, Peter and team take to financial planning specifically. They are patient with education about all aspects of financial planning and investment. It's valuable for novices and seasoned investors alike, as I pride myself on financial literacy, but Peter taught me a few new tricks as well! I also love how the firm uses modern planning tools to stay connected with me at all times! I highly recommend Bull Oak, and

Probably the best thing I did for my practice. I have somewhat of an atypical psychiatric practice…read moreand Paul (my CFO advisor for almost 3 years now) took a risk by taking on a type of practice that they weren't (at that time) familiar with. Over time, Paul and the rest of the PracticeCFO team has learned the minutia of what we do, and now is able to help advise in a very effective manner. I can't say enough about how helpful PracticeCFO has been. For example, they unwound a nightmare situation with a 401k gone awry. This alone took many many man-hours and countless emails to fix (shout out to Brandon and Paul for that). They have kept my payroll totally dialed in and taxes at the end of the years are a total breeze due to all the planning and adjusting that goes on constantly throughout the year. The accessibility to the PracticeCFO team is awesome, too. If something pops up that I need guidance on, I can get almost immediate assistance. We went from a little podunk practice with 2 employees (one physician and one admin worker) barely breaking even and probably on the verge of bankruptcy, potential tax fraud (sarcasm-not actually committing fraud), and other business disasters. Seriously, my practice would have been dead if I had not stumbled upon Paul and his team when I did. If you are a small practice (dentist, veterinarian, physician, etc.) you are doing yourself a huge disservice by not contacting these guys to help your practice succeed. We as healthcare professionals have been failed by our education and training institutions with regards to how to do anything business minded, let alone run a practice, so let the pros do it. These guys know their stuff and have a nice network of resources. Fast forward after 3 years with PracticeCFO: I have a killer 401k plan blossoming, my taxes are totally dialed, and my practice grows constantly, we are building equity and net worth, and so on. Best of all, I sleep great at night knowing these guys have the $$$ dialed in. Thank you guys so much! Jake Hollingsworth, D.O. https://pacificpsychcenters.com

Wes and his team are truly amazing. They have helped us for the past 3 years, and we are so glad to…read morework with them. They helped us establish the foundations of our dental practice, and are extremely prompt about responding to all my messages and get me to the right place. They are not just a CPA firm, but they have a lot of things under one roof such as consulting. The practice consultant he works with, Deb is also amazing. She has helped us through everything! Wes put me in touch with the right people to help my practice grow. Wes is also very detailed. We could not be happier with his services.

Cynthia is the best CPA that I have worked with. She is up to date on latest tax law changes,…read morepatiently educate clients on these changes and how they will impact the return. She is detail oriented and working to make sure her clients get the best result. I paid so much for my previous tax CPA from a very reputable firm but unfortunately, they missed a lot of deductions. Highly recommend her.

We first visited Cynthia in the fall of 2018 to help us clear up a misunderstanding with the IRS…read morethat had lingered for nearly 2 years. We tried working with HR Block but their advice and support was very substandard. Cynthia helped us work through this issue and within a few months the entire matter that had lingered for years was finally behind us. We can't say enough about Cynthia's professionalism and helpfulness. We liked Cynthia from the day we met her, and with the her assistance on this IRS matter we knew she was going to be our accountant! Cynthia has since helped us with advice on withholdings and other strategies to better manage our taxes. Furthermore, we referred Cynthia to our retired mother-in-law who also absolutely loves her! We would strongly recommend Cynthia and her professional CPA services.

Although I am not reviewing as a client, I am leaving this review as a future client of Root…read moreFinancial Partners. If you're reading this, then most likely you are on the journey in getting better informed financially for retirement. And because you're looking up Root, then most likely you ran across videos of Ari and/or James on YouTube just like me, or on Podcast. When I initially started researching retirement for my wife and myself, I was fortunate enough to have "the algorithm" direct me to Root with James and Ari. The more I watched their videos, the more I became informed of answers to questions I did not know I had. What really drew me in to watch more of their videos, was their holistic approach to retirement, which was an option I was never aware of. And combine that with their ability to explain complicated strategies using their software with real case studies was a bonus. Anyways, back to the review... I reached out to Ari directly via email, and to my surprise, he responded directly to me (I was expecting a form letter). He personally answered the general questions I had and we scheduled a meeting to determine if they can bring value, to justify their fee structure. Unfortunately, when he reviewed my current portfolio structure/allocation in detail, he was honest and said they could not bring value to justify their fees. He then proceeded to offer some guidance to other advisors they recommend, and further explained how specific advisor strategies would be better attuned to my needs in the near term. I really appreciated his candor... But what really stands out is his willingness and continues to help as much as he can, of course without providing specific investment guidance. Up until now, even though I'm not a client, he continues to take the time to respond and answer questions I have from time to time. And not just basic answers, but simplified, detailed video explanations for a better/easier understanding. I can go on with this review, but after a while, it might sound too good to be true. All I can say is reach out to Ari (Root), and you'll see what I mean. Once we're closer to retirement and can take advantage of the holistic approach they provide, we'll be sure to reach out again. Thanks again Ari!

The team at Root Financial Partners are impressively knowledgeable. James has a way of making…read moreeverything easy to understand and follow, and their charts and calculators simplify the process. He answered questions we didn't know we had! We feel very secure entrusting our financial retirement future to James and the Root team.

Im a middle class person and Ive always thought of investing money as a wealthy persons game. I…read moredidn't think setting money to the side "on a gamble" was feasible but after my talk with Mr.Ryan Kelly I was reassured my money was in good hands! I managed to not lose my shirt and with this great perspective my biggest risk is not taking one. Thanks again Ryan!

My Fidelity Consultant Ryan Albin was originally from the Campbell California location. He's been…read morealways warm & welcoming to me. Sucks that he transferred to San Diego, But I'm happy for him. I been loyal to him for over 7 years & when I had ZERO in my account. I actually requested to transfer & work with him remotely. That's how good he is. San Diego Fidelity you gained a wonderful GEM. Anyone reading this. ASK for RYAN ALBIN, Tell him you got referral from Francis!!

Bryant is fantastic, been working with him / LaunchCPA for several years. I don't think I'd be…read morehere without them.

Bryant and his team are outstanding. No need to look any further for your CPA. you will…read moreBe more than pleased with his services. I have a few businesses and it took 4 CPAs to find the right one and when you know, you know. Even when my businesses weren't doing as well and I couldn't afford monthly services, I was pleased and relieved by his approach to still answer my questions and do screen shares with me when I needed assistance when I am technically only paying at the end of the year to file my taxes. He doesn't feel like other CPAs I have worked with where you can tell it's all about the paycheck for them. You can tell he genuinely cares and wants to help. He will take the time to explain things thoroughly and any questions I have are answered quickly, which is very much appreciated.

I have been using Top Hat Taxes for many years! Daryl Hale, owner, personally does each and every…read moreperson's taxes! He is accurate, prompted and ready to assist. Give him a call! https://miramesataxpreparation.com/

I originally found Darryl Hale on Yelp and had him prepare our taxes the last couple of years…read morewithout issue. This year Darryl reached out directly offering tax planning services. After paying the $2,500 assessment fee Darryl recommended two tax strategies, both of which raised significant concerns: 1) GFX Trading - a complex Series LLC foreign currency structure. This strategy was presented as a way to generate large tax deductions through foreign currency trading. When I asked for written explanations of how the strategy worked, what the economic substance was, and how it would hold up under IRS scrutiny, the answers were incomplete and at times inaccurate. When I declined to proceed, he called me immediately, insisting "everyone is doing this," and became defensive. I later understood that his affiliated company receives commissions from this arrangement, which was not disclosed before he recommended it. 2) DNA Harmony - involving the purchase of gift certificates for Jazz Band Splash red-light therapy. This was presented as a deductible expense through a separate Series LLC structure. Again, I requested information in writing about the IRS basis for deducting these types of purchases, but the responses did not address compliance, valuation, or audit exposure. When I decided not to move forward with either strategy based on the lack of clear documentation and concerns about risk, I requested a refund of my $2,500 fee. The request was denied. My experience did not meet the level of professionalism I expect from a tax advisor. I would not return nor recommend Darryl Hale and will be filing a complaint with the IRS Office of Professional Responsibility and notifying the California Franchise Tax Board.

You get so much more than an accountant and CPA. We found Robert at Martin and Company when my CPA…read morehusband, asked around to other CPA's, who they would recommend. I have been more than happy with the service. Everyone is professional, helpful and pleasant to talk too. They really make taxes and accounting issues much easier. They helped me get two years of taxes on track and filed quickly. I contact Robert for his recommendations, on changing and improving my accounting business practice. He always gets back to me quickly with all the information and what he recommends. I also ask Robert for recommendations on other professionals, such as real estate agents, and Lenders. I find that someone who puts so much effort into holding themselves to such a high standard, won't recommend someone who doesn't hold themselves to that same standard. Every recommendation he has given me has been helpful.

We've worked with robert and his firm for the past several years and have been immensely impressed…read morewith his excellent level of service, personnel attentiveness, level of detail, overall results with regards to our tax liability, and for being an All around good human being. We put a good deal of trust into him and his staff as they manage the books for our properties, handles our corporate returns and of course our personal returns. We have had our fair share of CPAs over the years and Robert is by far head and shoulders above anybody we worked with in the past. We wholeheartedly refer and recommend him to all of our clients and friends. If you're looking for the best CPA in San Diego County, call robert; He's the best!

Its rare to find a financial advisor who cares so much about the welfare of his clients. His level…read moreof professionalism and clear advice is outstanding all the while assuring us of his genuine care for our financial and personal future. His presentation is precise and tailor made for a client's needs. He tailors his advice specifically for your needs and takes the time to establish what a client needs and a friendship at the same time. I left his office feeling confident about my financial future. Highly recommend him.

David is an amazing professional whom is very holistic in his financial advisory approach. He…read morecares more about his clients well being than he does his actual business which is why his business is so successful. He is a highly personalized and insightful in everything he counsels clients on. I have been referring my trusted clients to David for almost two years and my clients have provided nothing but raving reviews for feedback.

I originally found de Vries online and was attracted by the all 5 star yelp reviews. While I was…read moreleery at first, I can clearly see now why Darren and his company continues to receive a perfect 'Yelp' rating. I had been doing my own taxes (with the help of turbotax) for the past decade and finally this year I reached out to Darren for some assistance on my 2013 taxes. I recently purchased an investment property and started a LLC and he was very thorough and knowledgeable assisting with tax advice. On top of his expertise, he's a very friendly and understanding person and I know his business will thrive in years to come. Darren is very trustworthy and seasoned as a tax professional and I'm looking forward to working with him again next tax season (or sooner)!! Mahalo!

Didn't get tax return finished in a timely manner, even though worksheet and meeting was more than…read morea month and a half ahead.. ; waited to the last minute. Didn't list expenses correctly from my worksheet.. I finally went to another tax preparer and had a totally different experience. This was from a few years ago. I hope it has improved.