As a 2018 resolution, I'd made the decision to find a financial planner that would help me invest…read moretowards my future. I had a lot of questions and knew I needed advice that didn't come from the internet, so I did my research and found Richard from Ascendant Capital Management. Richard was local to me so it was a short commute to his office in downtown Brea. We sat for an hour as he answered all of my questions and gave me some amazing advice. Richard made me feel like I was talkin to a friend, which made me very comfortable. My plan is to start investing this year and I believe Richard will be my financial guide to success.

These guys are good; I am talking GOOD! I might be a nice gal but when it comes to my money (or…read morethat of one of my real estate clients) I do not mess around; this is serious business. Andrew Carrol is nice too, but like me, he means business when it comes to money. He has his finger on the pulse of every tax change and law happening and knows how set you up for success. He always takes time to answer any tax questions my clients or I may have. Thank you NCH for always being there for me and my clients. We would be lost without you!!!

They had so many bad reviews they cut them out and wrote their own. Nick is interested in how much…read moremoney he can get, primarily from you. He does not recognize any type of fiduciary responsibilities. He did a terrible job on my account, Terrible.

I spoke to Daniel regarding tax questions I had and even though at this point I didn't need his…read moreassistance as far as financial planning, Daniel was more than accommodating and gave me very pertinent answers to my questions. I want to mention again that I was not even talking about his field of expertise. Daniel even called me back about a question I posed about state taxes. Apparently he looked it up and updated me. His overall demeanor was so pleasing and his attitude was just superb. I know when the time comes to employ a financial advisor I will be contacting Daniel! Thanks Daniel!

I was very impressed with my free evaluation consultation session with Daniel…read more I have always been hesitant with financial advisers because I've experienced a few of them who are "pushy" and are always trying to upsell. Furthermore I was a little concerned that this eval would turn into a "buy a full financial plan from me" type of thing. This was not the case with Daniel at all. He asked a lot of great questions, he took a lot of notes and gave me a great idea of where I'm at in my financial planning adventure. For me, I've done a lot myself and he was great to bounce ideas of things that I have been thinking or what I can do better. We both agreed that it probably wasn't time for me to dive all in to a full financial plan due to where I am at in my life and what I have been doing on my own. He was forthcoming in that he doesn't think that, at this moment, he would add significant amount more value to what I have already done on my own. He recommended that he can be available to bounce ideas off of in an hourly fashion. To me this is huge. I was half-expecting to not get any ideas/thoughts without signing up for a full financial plan. That Daniel walked through all my finances and gave me great ideas and recommendations. Then for him to say that I probably don't need him 100% of the time shows that he tries to understand his clients first rather than try to just take money from them. Greatly impressed and I will definitely be coming to him for advice and when my life changes where I would need his full services, will be coming to him again.

Bookkeeping is not easy. It takes diligence and organization. If you want someone who knows how…read moreto do it right, Scott at AAdvanced Business Systems knows how to do it right. He takes all the stress out of bookkeeping so business owners can spend more time on other things. Instead of manny hours trying to figure out QuickBooks, Scott can take care of it for you. He knows what he is doing and will take care of your business.

I was referred by a well respected CPA in Tustin to Scott at Advanced Business Systems. Scott is…read morevery easy to work with. I could be completely candid with him on all the details of the financials and even better, Scott if very responsive to his clients. All calls are returned promptly or even better, phone is answered most of the time. Scott is extremely well detail oriented and well versed in quickbooks and all the aspects of running business. Including tax planning, general financial advice, management advice, IT, etc.

I highly recommend Shaan Afridi, CPA. It was a wonderful experience working with Shaan to complete…read moreour extended tax filing. It was done on time, quickly, and without any hassle. Our filing was complex due to our short-term rental (Airbnb) real estate business, W2 income, and cost segregation analysis/100% bonus depreciation considerations. Thankfully, Shaan is very knowledgeable and patient. He took the time to patiently answer all my questions about the rationale for choosing different forms and methods. His fees are reasonable, too. We are sticking with him as our CPA for years to come!

Shaan is an phenomenal accountant. I've used him for both and personal filings for several years,…read moreand will continue to do so. He always makes himself available for any questions I have and his bedside manner is outstanding. I have recommended him to many colleagues and will continue to do so. Can't recommend enough.

My wife and I chose Compak Asset Management as our money managers in 2016 after we realized we had…read moreover 14 retirement accounts and no idea what our asset allocation really was. They rebalanced our portfolio, which reduced the volatility we've seen and allowed us to say goodbye to the anxiety of outliving our retirement funds. Each year, we have been able to significantly increase our travel budget without a decline in our investment balances. If you're interested in working with a company that will give you honest advice, always keeping YOUR goals in mind, you should talk to the professionals at Compak Asset Management.

Shortly after relocating to Arizona, my husband and I transferred our portfolio to the very capable…read morehands of Compak Asset Management. It is a decision that has served us well under some very trying circumstances. We work with Javaid and Kate who have put our retirement on the right track and who advise us with their excellent expertise and knowledge. I highly recommend them.

Gonzalez CPA is a very fine organization. We have three…read morecorps. They keep every detail in order, have solutions and expertise in all areas of business and tax reconciliation yearly. The owner is a great communicator and their team is quick, clear and at the highest level of efficient. They are patient, persistent and progressive in growing the services along with our business growth. Give John Gonzalez's office a call to get started today. -K. Struble, The Michael Agency

They reached out and were more responsive to have my tax information completed in a timely manner…read more Appreciate the efforts to "fix" the issues

Great service. This CPA Tax Agency is very helpful & values your time. They are also open on…read moreSaturday, but require an appointment. They Welcome Walk-Ins Monday through Friday only. They are located in Santa Ana in the 901 Civic Center Building. Previous location was in Anaheim.