I contacted Jennifer as a new investment property owner in search of a landlord homeowners policy…read more While I had educated myself as much as possible beforehand, Jennifer was extremely gracious with her time and answered every question I could think of without protest or complaint. As I was under a time crunch to get a policy in place, Jennifer worked to turn my request into a binding policy in less than 48 hours, at times working after hours and between clients to do so. Extremely professional, well-experienced, reachable whenever I had a question, friendly, and obviously quick and efficient, I would recommend Jennifer without reservation for anyone looking not just for a broker, but an actual advocate on their behalf.

I have used Jennifer for my personal insurance needs as well as insuring several of my clients…read more She's always so on top of things and helps find the best rate and coverage despite our challenging California insurance market. I definitely recommend giving her a chance to earn your business! Thank you Jen for all your help!

Josh K. was very helpful in getting a home loan. He was very informative and responds quickly to…read moreemails. He helped me on my journey to getting a new home!

I am a long time WF customer so I went to them to refinance. What a disaster. Stay away from WF…read moreand loan consultate Sonia Elgin/Campos. Her incompetence cost me over $700 in fees and many hours of wasted time getting documents all for no loan. It gets worse, after her mistake, her manage, Yvonne and all of the higher ups supported her and used fine print,that she should have known, to make sure the multi billion company didn't have to refund $700. Hopefully this prevents others from having the terrible experience that I had.

Zdenka has been doing my taxes for the last two years. Her office and team is very professional and…read morehas a great turn around time. I highly recommend her and the pricing of her services are very reasonable!

I can not sing the praises of the team at Savvy Tax & Bookkeeping highly enough!!!…read more I am new to the California area, and came to them in 2020 just days before needing an extension filed for 2019, with 4 years of unpaid taxes to file from multiple states, multiple W2's, and multiple 401k and other tax issues to work through. I was highly stressed about my failure to process my taxes over the past years, and Zdenka was so reassuring and professional, that I knew I was in good hands, and that she'd help me do whatever it took to sort everything out. The best part was that this was during Covid19, and I was able to sort out everything from the comfort of my own home, and they were able to assist me through video call, phone calls, and emails. They helped me create a master list of all the documents I would need to collect in order to prepare the taxes. And I was able to sign all of my documentation electronically, and everything was handled perfectly! Besides the digital copies, they even mailed a completed BINDED folder presentation of each tax return including a summary of my taxes and refund amount for each year! I am definitely working with them again for the 2020 tax season! Thanks guys!

Jake has done my taxes for years and the process has always been professional, easy and fast! Now…read morethat he has broken off onto his own I'm thrilled for him. Jake and his team have always taken the time to answer my questions, clearly communicate the process and return info & are so personable to work with. I always feel confident closing out each year and knowing everything is accurate and clean! Being able to do it all virtually - also a giant plus. Thank you Jake & I'll see ya next round!

this place doesnt know what they are doing when it comes to doing taxes this place did my moms…read moretaxes paid them an absurd amount of money only to have her taxes done incorrectly and she had the foot the penalties from the irs and this place refuses to help or admit they messed up on her tax return they told her she owed what was close to about 3k to the irs on her return and she had asked the guy more so this guy name noel if thats all she owes for the year and thats it if there s no other payment she has to pay and he said no thats it so i get the voucher he sends her and print it and send it out to the irs with the payment then the irs comes hounding her for more money like a month or so later so shes confused why she has to pay more so i had to call this guy noel and ask him what happened and whats going on then i tell him i can email him a picture of what was shown in the irs statement so i did and we go back n forth emailing and he just seems so dumbfound and clueless saying oh she owes this and that i told him if he miscalculated her taxes for the year and whenever i get my taxes done i either pay 1 time or get a refund and thats it no other action is needed later down the line and he seems to be just avoiding the question cuz he knows he screwed up so after that he just stopped emailing me and refuses to take responsibility for his own mistakes ... this guy is completely incompetent and needs to take responsibility for his own mistakes but refuses and just ignores u.. for what they charge to do your taxes is completely insane too i wouldn't recommended anybody to these guy and ill have my mom have her taxes done by my tax preparer who will do it for more than half the price of what this dude charges.. this guy is a joke stay away from noel unless u want your taxes done incorrectly and u get penalized for it

Lisa was so incredibly responsive to all of my questions and met all of my needs for my tax return…read more She is so very nice and professional. I highly recommend!

We had a lot change over the past year and we were exceptionally nervous about getting our taxes…read moredone this year. So much so, in fact, that we started looking for a new CPA in July of last year. Lisa offered us a free consultation and told us how much she'd charge us just by asking us a few simple questions. But her service doesn't stop there. For the next several months, plenty long before she got a single penny from us, I had many questions. And she graciously answered every single one of them. And QUICKLY! Sometimes I'd get an email back in minutes of having sent it. She's a wealth of information and kindness. I cannot recommend Lisa highly enough!

He's very rude and hard to reach. I almost bought a policy with him but red flags made me stop…read more First, he misspelled my name on my quote. When I asked him to fix it, he didn't respond. Second, he never answers all my questions in my emails, instead selectively choosing which questions he wants to answer. This is despite me asking my questions repeatedly. Third, his communications are unprofessional. I don't care if you're in a hurry. Rude one sentence replies and saying "Nope" or "Sent from my iphone" in an email is not a professional way to talk to a customer. I went with someone else to get a quote. Lo and behold it was $50 cheaper than his quote but with better coverage. Guess I dodged a bullet eh?

Fred saved me money on my homeowners insurance and was easy to work with on email and over the…read morephone. Very straightforward and very good rates. The good rates are what count these days in my opinion, the "service" you get from an agent is not that big of a deal. Also, unless you plan to file a lot of claims (we never file any) the thing that matters is best price. Anyhow, Fred delivered on time and was easy to work with so he gets four stars from me. I didnt "deduct" any stars but seriously I can hardly imagine what a 5 star insurance broker would be like.

Al has been my insurance agent for many years in San Jose. His knowledge of the insurance industry…read moreand honest professionalism has assisted me in making good decisions when insuring my car and home. He has always been patient on my requests and empathetic to my needs. If you are looking for an agent who is going to sit down with you, find your needs and go over the many alternatives when buying insurance, Al is the person I would recommend. He has saved me money and helped me for many years.

I am sure Mr Chavez is ok, but someone at his office typed the wrong Vin numbers on my insurance…read morecard, Dmv won't mail my registration tags. Time to check on the performance of your employees Mr. Chavez. Wasting my life away at Dmv!

I've been using this insurance agency for years…read more The ladies are always friendly, fast , and efficient. They take payments in the office which is convenient, the rates are low. THE BEST BENEFIT THEY OFFER...... Saturday office hours, for people who work this is a blessing. That's why I keep going back their hours and customer service.

I have been going to Coast for about 8 years now. Each time I buy a vehicle, I go straight to Anna…read more She is to the point and helps me get the best rates. Anna has been a tremendous help over the years.