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    Tyrone Heller

    5.0 (1 review)

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    Unchained Financial Services - Melissa Guy
Yogi
Accountant
Enrolled Agent
Chief Executive Officer
National Tax Practitioner Institute Graduate

    Unchained Financial Services

    (7 reviews)

    Total scam! Beware! Please do yourself a favor and avoid at all costs or do a background check. Not…read morea CPA. Just a bookkeeper who sends fraudulent reports to me as if they were filed. Two years of my taxes were not filed, and I was informed by the IRS. I paid Melissa and her partner, Alison, huge mistake. They keep changing locations and names. I run a small business and this mistake is costing me greatly. I will take all legal measures possible but please find a real accountant and save yourself time, money, and distress.

    STAY AWAY!!! I hired Unchained for my personal and small business tax returns but ended up hiring…read moreanother accountant after several months of waiting and not receiving anything. Our first contact was on May 17th, 2021, and we filed an extension. For several weeks, I followed up to check in, only to repeatedly receive an email saying everything would be done soon and nothing would happen. Then in June, Melissa tells me she has been sick for several weeks, which helped explain things but when I asked if I should find another CPA, she insisted she could get it done. So I waited, waited, and waited until August (so almost 3 months in total) and she did send me my business tax return, but NOT my personal, which I needed to see the whole picture since I'm self-employed. I couldn't wait any longer, so I told her we were just going to find another CPA, who finished my returns in less than a week, and she agreed that that was the best course of action as well. I wasn't going to leave a Yelp review but felt I should warn others. The straw that broke the camel's back was that I asked Melissa for confirmation that my tax return deadline was extended and she didn't reply. Maybe I'm a one-off case, but I found Melissa extremely unhelpful and unprofessional. I also noticed if you search "Unchained Financial Services" on Yelp there are 6+ results?? (Pictured below). Super shady and I would stay away from this company.

    David Rae Certified Financial Planner

    David Rae Certified Financial Planner

    (21 reviews)

    Beverly Grove

    David Rae is not only my Certified Financial Planner and Accredited Investment Fiduciary, and has…read morebeen for over 6 years, we are members of the same BNI networking chapter. which he founded. I would also point out that the majority of our members are his clients, which, in its self, is a sterling recommendation. He calls himself the "Fun Financial Planner," and that he is, but he is also a charming, kind and considerate human being who cares very much about each one of his clients and their financial future. If you're looking for someone you can talk to and who will listen and give you the kind of advice that you can understand and count on, then you should look no further than DRM Wealth Management LLC -- David's company.

    I worked for a University where I took advantage of the auto-savings 403(b) account. When I left…read morecampus life to start a home-based business I rolled my small savings into an IRA with another financial advisor who wouldn't return calls when I noticed my tiny IRA going into the toilet. In July of this year I turned my IRA over to David Rae, and also set-up a savings plan and I'm happy to report an 8% return in just a few short months. This guy knows what he's doing. As a result of my phone meeting with him today I'm going to open another savings account to grow my Queendom to even greater heights! David Rae tells me that my interests (literally and figuratively!) are his interests and I believe him. My net worth has increased because of his financial acumen, and my trust for his good work continues to grow as well.

    Lisa Gould - Personal & Small Business Financial Counseling

    Lisa Gould - Personal & Small Business Financial Counseling

    (11 reviews)

    Lisa is brilliant! She helped me reduce my debt and still enjoy my life. I will forever be grateful…read moreto her.

    My husband and I HIGHLY recommend Lisa! The relief we currently feel about our finances would not…read morehave been possible without her. We moved across the country, and as a newly married couple, we realized we had very different financial views. Online budgeting tools and apps had never worked for either of us separately in the past. It was causing a great deal of stress, and we wanted to get on the same page ASAP before we were in any financial trouble. We started seeing her in person August 2019, and had our last session with her in November 2020 (through Zoom of course)- so over a year! She was a perfect fit. Lisa helped us get a clear picture of how our money was being spent. She taught us how to use that knowledge to understand and manage our financial situation. Our sessions spanned across several areas- some of which included: personal finance, emotions and beliefs related to money and spending, planning for a buying a house, and even relationship coaching. We were also very impressed by how much she knows about regulations, tax law, and mortgages. It was very obvious she cared about us and wanted us to succeed with our hopes and goals. The relationship was a two-way street; the 3 of us worked together versus her just spewing advice and information at us. She never missed an appointment, was always on time and prepared, and an absolute pleasure to work with. We miss our sessions with her! But she gave us all the tools we need to continue this journey on our own. Thank you so much :) Kristen & John

    Michelle Tascoe Financial Coaching - Financial life coaching Los Angeles business creating wealth

    Michelle Tascoe Financial Coaching

    (70 reviews)

    Koreatown

    It was such a pleasure working with Michelle, and we feel very lucky to have found her through a…read moreGoogle search. Her combination of practical financial knowledge and thoughtful understanding of our family's goals allowed us to plot a path forward that we hadn't been able to achieve on our own. We've already passed her name on to a few friends looking for some financial therapy. Can't recommend highly enough.

    Working with Michelle has been truly transformative for me and my husband. Over the course of six…read morethoughtful and intentional sessions, she helped strengthen not only our finances, but also our mindset and confidence around money. With each meeting, we made meaningful progress. Michelle helped us see clearly where our spending was going and guided us in creating a realistic, sustainable budget that still allows us to enjoy our lives while saving toward our biggest goal--purchasing our dream home. What once felt far off now feels achievable much sooner than we expected. Perhaps the most valuable part of the experience was the confidence and clarity Michelle helped us build as a couple. Our conversations around finances are now more productive, aligned, and positive than ever before. We're only a week out from our final session, and already feel the impact of the work we did together. I'm excited to look back in 3 months, 6 months, and a year from now and see how far we've come thanks to Michelle's guidance. I can't recommend her highly enough.

    H&R Block

    H&R Block

    (85 reviews)

    Marianna and the rest of the team here made my absolute day. I needed some last minute work and…read morethey were so quick, accommodating, and beyond kind from start to finish. I interacted with a couple other H&R Block offices, and they were helpful too, but here, they went above and beyond. Taxes can be an impersonal maze -- grateful for the experience of coming here and feeling like a human among humans. Never thought I'd take the time to write a review for a tax office, haha, but they really were that lovely. Give this branch a gold star!

    The worst office you can ever get to do your taxes. The tax person i got clearly had no experience…read more I caught him multiple time googling stuff or asking the system on how to enter things. My appointment took 2 hours instead of 1 hour that he had to miss his next customer. After he finished my taxes he disclosed a different price, $485 to do a simple person's tax while I paid $225 last year. I asked if he filed my property tax too and he said oh yeah actually you don't qualify for that because you made too much money. Last year I made $45k more and i still got propert tax return. I came home and compared my taxes with the previous 2 years to find so many documents are missing, for example he did not include my home mortgage interest.... and so many other things that it was included on my taxes the previous years. I googled few things and found that I would get in trouble if it was missing. I called their office to make them aware and to ask to review my taxes. Now they treat me as if I was a pain in their a**. They say a manager will look into this and call me back but no one calls. Sometimes they call me and say oh you can wait after April 15th and call this office to have them review your taxes (a different office in a different city) expecting me to clean up after their mess. When I ask them to clean their mess, they apologize and say of we didn't know that was the situation. Overall very incompetent people overcharging us to do a job that they don't know how to do. Add on it another bunch of administrative/customer service people who make the situation worse with no actual solving to the problem. Do yourself a favor and never do the mistake I did by getting their service. It was my first time using them to do my taxes and it will be the last.

    Tyrone Heller - financialservices - Updated June 2026

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