Resa has the prefect blend of down-to-earth style and non-nonsense financial guidance. I was…read moretransitioning away from full time work to open my own creative business while my husband already had his own small business. We needed help navigating this new financial paradigm with what we feared would be a seasonal feast-or-famine rollercoaster. She taught us new habits, how to speak openly and clearly about our financial goals and worries. She was patient and caring but also held us accountable. We continue to use the tools we learned and are on our way to financial stability and freedom.

Working with Resa was one of the best (and most cost-effective) investments I've ever made. In a…read moreshort time, she helped me get a crystal-clear picture of my expenses and goals, and taught me practical, easy-to-implement methods to stay on top of both. I left our sessions with a written plan, a concrete goal in mind, and most importantly - a huge sense of relief from the clarity she gave me. What I really appreciate most about Resa is that she understood that I, like many of her clients, am already juggling a ton of professional and personal life details as it is, and made my next steps extremely doable and extremely clear. Plus, she's an absolute professional, and a delight to talk to. If you're thinking of sharpening up your budget, automating money flow, changing careers, merging finances with a partner, or planning for a big life event, Resa is 100% your go-to counselor. Highly recommended!

I used Theresa's services for many years when I was working and had my own business. She was…read morepersonable, knowledgeable and a very helpful. There never was a problem with any of the returns she filed for me.

My wife and I have been using Theresa for our tax returns for many years…read more We are very satisfied with her services.

Gloria and her team work so hard for me and my family. She has prepared our taxes for over 25…read moreyears, originally recommended to me by my uncle. As my family and my responsibilities have grown, so have my taxes. So grateful I have her to entrust them to.

Great people! very professional yet also personable. They really take the time to explain…read moreeverything to you. I highly recommend these folks. Family run business. Love it! Bob C

Michael and I have worked together for 10 years. He is always on top of the market,…read more is very smart, and cares that his clients have the best financial information they can. He wants them to make money and/or preserve what they have, and he's always right there to make sure that happens. I have been very happy with the work he has done for my accounts, and I highly recommend him to all of my clients. He is trustworthy and honest, traits you definitely want in your financial planner.

I've been with Michael for many years, and he's always given me great service. He's also given me…read moresome valuable advice for my sole proprietorship.

Will I ever be financially independent? If so, when?…read moreHow can I make that happen sooner? Mark Zaifman at Spiritus was the first person out of three attempts who answered my questions with a clear explanation and without pushing a product. After helping me to define financial independence and assessing where I was, Mark drafted a plan, which we revised together. That plan provides me with a map for getting where I want to go. Mark made it clear that the plan is dynamic and that he'll stay the course with me. I have a ways to go, but I feel confident about achieving the goal. I'm grateful for the peace of mind. Jackson P Licensed Clinical Psychologist Washington DC

We are so appreciative of Andrei and the entire team at Alpha Wealth Management for getting us on…read morethe right track with our financial future. It feels like a huge weight has been lifted now that we have everything in place -- life insurance, a trust, and all of our investments managed together in one portfolio that actually fits our goals. We recently welcomed a baby girl, and it brings us peace of mind knowing she'll be taken care of if anything ever happens to us. The Alpha Wealth team has been incredibly patient and kind, giving us gentle reminders to get paperwork in when life got busy. They were quick to respond whenever we needed something, even same-day tax documents, and were so understanding when we made mistakes, always helping us find solutions. It's obvious they truly care about their clients and take pride in what they do. We can't recommend Alpha Wealth Management enough to anyone looking for trustworthy, compassionate, professional financial guidance

Andrei Jigalin of Alpha Wealth Management is a certified financial planner (CFP). The world is…read morethick with them. Why Andrei? I'm not a money guy. I don't read Forbes for fun. For my financial planner, I need someone I can trust without thoroughly understanding all the ins and outs, all the back story behind various investment strategies. I need someone who is patient and can speak plainly and clearly to me about the reasons for one strategy over another and the ramifications of any plan and guide me to the wisest choice. In short, I need Andrei. I have known Andrei for years, and during that time have often been impressed with his professionalism, his know-how, and his kind, patient, and friendly manner. Listening to his presentations before various groups has further nurtured my confidence. Now I have invested some of my retirement funds with Andrei, and plan to increase my investment over the next several years. I know that is one of the smartest financial decisions I have ever made.

An excellent Tax preparer & advisor. I've been a client for many years. She is also a wonderful…read moreperson.

I have worked with Pauline through for the past several years on joint client issues. She is an…read moreextraordinary Tax Professional as well as an extraordinary human being. If you are looking for some one to help guide you through your tax situation or through an audit situation or through any type of issue with the IRS, FTB or BOE, Pauline is the representative that you need.

Squeezed me in last Minute and did a great job, and taught…read moreme I had been doing everything wrong.

The tax preparers I'd used since moving back to CA in 2017 closed up shop after tax season last…read moreyear, and so 2025 was the year to finally stop driving to Vacaville, since I hadn't lived near there in 5 years, and find someone closer to do my taxes. I listened around town and checked reviews, and settled on Taxpertise. I was not disappointed: Susan made the new client intake process very straightforward, and Ed answered my questions and had my tax returns completed in a more than reasonable timeframe. I'm planning to return to them again next year, as I very much appreciate a professional, hiccup-free process, on which they delivered.