Manny has been a great help at getting my credit back in order. He is very kind and works hard to…read moreensure the best result. I am so glad that I reached out to him for my credit repair needs and confident that I made the right choice. I'd recommend him to anyone!

Manny is amazing at what he does. He's professional, knowledgeable, and truly cares about helping…read moreyou improve your credit. He explained everything clearly and made the whole process stress-free. Highly recommend Manny for credit repair!

Came back this year to file our taxes, they moved to a bigger location which is more convenient…read morewith a big parking lot. As usual Mina met us on time, provided us with clear guidance, explaining all details in a simple way. Great value for our time and money. Very much appreciate his great efforts to maximize our tax return. Also everyone in the office is very welcoming and cheerful!

From the owner: At JCB Financial Services, we specialize in providing comprehensive financial solutions tailored to…read moremeet your needs. From expert tax preparation and planning to detailed bookkeeping, payroll management, and auditing, our experienced team is dedicated to helping individuals and businesses thrive. We pride ourselves on delivering accurate, timely, and personalized services to ensure your financial success. Whether you’re looking to maximize your tax savings, streamline your accounting, or need support navigating audits, JCB Financial Services is here to guide you every step of the way. Choose us for professional expertise, unmatched attention to detail, and a commitment to your financial growth.

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.

Chi constantly communicate with me throughout the process of transferring my investments and…read moreobtaining life policy. She's very knowledgeable of her products and explain everything in details.

If you need a financial planner you can trust, look no further. Chi Luu will break down the pros…read moreand cons of each person depending on their needs. After consulting with Chi Luu, I feel more confident moving forward and securing my future needs. In addition, Chi Luu makes me feel like I was talking to a trusted family for financial advice. Thank you Chi Luu for your professionalism and excellent service.

My husband and I enjoy working with the team at Cobalt! Thane has managed my IRA for a few years…read moreand helped me pinpoint a retirement date. I recently rolled over my 401k and made a plan for long-term care, in case it is needed. The Cobalt process includes financial planning, which has helped my husband figure out when he could retire and also helped us with starting his pensions. Melanie assisted us in reviewing and updating our estate plan so we have peace of mind knowing the estate process will be smooth. The team is very knowledgeable and personable. We trust everyone on the Cobalt team and would highly recommend their services to anyone.

Cobalt Unlimited has been my "go to" for taxes and developing a family trust. They provide great…read moreservices. I've been a client for many, many years (along with other family members). It seems during the year I always have tax questions. So nice to know I can pick up the phone to receive answers and make the right decisions. Thank you Cobalt Unlimited! Terri & Cathy

Kathy, my CPA for 3 or so years now, responds super fast, even at crunch time. She is direct and to…read morethe point, wasting no time, and always punctual. She charges a fair price and helped me get a substantial refund last year. Cuz of an annoying K-1 that always comes late, I have to file an extension every year, but she has been appropriately conservative in estimating the amount I should pay both the IRS and FTB just in case on Apr 15, making my refunds even more pleasant of a surprise lol. She's also helped me with my dad's tax returns. Thank you! P.S. I think I already alluded to this earlier, but to emphasize in this day and age of stupid inflation: her prices are very reasonable, at least based on what I just read chatGPT says I should expect for our return's degree of complexity. Shoot, does that mean if she reads this she will raise her rates? I hope not hehe

Just had my taxes done with TT Tax and the process couldn't have been easier. The receptionist, I…read morewished I had gotten her name, was so nice and friendly. She retrieved my documents from me and started me on the process. After which I met Kathy who is very efficient and nice as well. She got through my taxes in just a few minutes albeit my tax case was relatively simple and cut through. Kathy went over my taxes with me and explained each line to me. Then explained the amounts I would be getting for my federal and state tax refunds. I liked at the end how Kathy put everything in a nifty blue folder for me to take. I would definitely recommend TT Tax for anybody needing to do their taxes and will do my taxes with them next year.

Easy and fast! Ryan was accommodating and helpful when it came to my busy schedule. Would…read morerecommend him to family and friends.

My tax person moved out of state. I was really skeptical of finding another tax person. I found…read moreRyan on Yelp and due to his great reviews, I gave him a shot. I'm happy I did because he was detail oriented and made it easy for me to understand. He was quick and got the job done. I definitely recommend him!

Getting my taxes done was a breeze with Chris! I really appreciated his help and he was always…read moreavailable to answer questions as well as keep me up to date on the tax return process. We will definitely use Chris's Tax Service in the future. Thanks, Chris!

Easy, quick and friendly. I did my taxes here (last minute) and the Chris made sure to help me…read moremaximize my return. The best part about it? It costs half of what you would spend at H&R Block to do the same thing, which I did last year!

I've worked with Patrick Harper on several occasions. Not only does he handle several businesses…read moretaxes for me but he also handles my personal taxes. He works closely with the Fountain Valley Chamber of Commerce where I used to work. Seeing how thorough he was and not complicating or over-simplifying, I knew he would be someone I would want to have working with me. The quality you get with Patrick is far beyond anyone I've worked with and he does it at a competitive and affordable rate. Highly recommended for Personal and Business Taxes. Don't delay, the IRS doesn't mess around.

I met with Patrick to review a notice IRS sent me in regards to one of my tax returns. Fortunately,…read moreit wasn't something overly complex and he guided me through the process to solve the issue. He understood my situation quickly showing his experience and knowledge as CPA. Highly recommended

I recently dealt with this branch on a loan. Mina Nikroo did a great job as our loan officer and…read morehelping us get all of our documents together for application. She was there to help us get everything signed also. Once the application was submitted, we worked extensively with Laura Johannesen, the processing and funding specialist. She was so knowledgeable, personable and helpful. She worked tirelessly and proactively to get our desired result and make the process smooth and easy for us. She made herself readily available for questions, and I could not have done this without her. This branch has a solid team, and it's a pleasure to be a member.

My car loan was sold to Nuvision and it has been a nightmare. From making payments, setting up auto…read morepay, to trying to talk to an actual person. My account needed to be paid right away when it switched and it was impossible to figure out how to make a payment because it needed to go through the website, not the online portal. So much back and forth with customer service and time wasted. Because I couldn't find anything on the account that auto pay was set up, I set it up again without knowing and had two separate charges for the same day on my account. For the final pay off payment, I logged in and found the scheduled payments, cancelled them and made a payment for the exact amount to pay off my car. The company still deducted both canceled payments and added them to a bank account that I will not use and did not want. Had to schedule a transfer to put the money back in my bank account which took days. Last week I was waiting to talk to a representative for an hour and a half before I had to hang up and go back to work. Once my car loan was paid off, the account disappeared and I have no documentation that the car is paid off. The ONLY positive experience I've had was when I chatted with customer service asking for a final statement and to close my account. I have never had to spend so much time to manage a car loan. It has been a confusing nightmare to pay this company and close the account. Will never consider opening a bank account or new loan with them.