Neil lost all my tax documents! I personally left/handed over my tax papers to Neil. When I called…read morehim to ask if my tax return was ready to pick up he couldn't find any of my paperwork, asked me if I was sure I'd left it there with him, he is So irresponsible'. I've had to regather all the documents which has cost me alot of headache time and effort. I'm still not able to get my taxes done. I'm wondering if he or someone else has filed my tax return fraudulently. Anita segura

Used Neil for the first time this year as our previous Accountant retired. All went well at first,…read moretook our payment for the taxes (over $750) and now has ghosted us and we are unsure if he filed our taxes as the tax site isn't seeing our taxes and no refund and it's been over a month. Really concerned we might have be fraud and no idea what to do at this point.

I have met with Christine Teh three times now. As a math teacher and professional, I have always…read morefelt a bit of shame and embarrassment about not being able to get a handle on taxes and finances. Christine was so encouraging. She took the mystery out of all the mess and gave me the confidence to take ownership of my finances. I always felt safe to ask any question, and she always answered in a way I could understand. This coaching experience has been life-changing! I cannot speak highly enough of Christine Teh and the invaluable financial guidance she has provided.

Christine is unlike anyone I've ever worked with. I'm 71…read moreyears old and have worked with many financial professionals throughout my life--including tax professionals, advisors, and planners--but Christine is truly in a league of her own. Her level of knowledge is unmatched, but what stands out even more is the heart she brings into every interaction. You can feel her care. She's not just doing a job--she's devoted. Devoted to your clarity, your security, your peace of mind. With Christine, I feel both grounded and supported. She holds a rare blend of precision, presence, and genuine dedication to your well-being. I wholeheartedly recommend her to anyone seeking more than just financial expertise. With Christine, you're not just hiring a professional--you're inviting in someone who truly cares about you. Thank you, Christine, for always showing up with such love, compassion, and integrity.

Joseph helped both my partner and I through a bad time. Both her parents died within a year, the…read morehouse was sold, profits divided. A cancer diagnosis also threw a wrench into our plans, but Joseph rolled with it, was very patient with all the crisis that kept occurring. He kept us on a steady course for retirement, and gave us good advice when we were freaking out. We very much appreciate him!

It's been a wonderful experience working with Joseph over the last year on our business & personal…read morefinancial planning. Partnering with a fiduciary in the Bay area was really important to us. He's a great listener who assesses and guides us through achieving our goals & desires for the short & long term. He has greatly helped us to communicate as a couple, exploring our different experiences with money, and interpret our long term financial goals into an actionable plan. Ultimately, it's our responsibility to put those plans into action, but it's also reassuring to have Joseph as an agent of accountability so we don't lose track of our own commitments.

I needed to open a checking account & was referred to 1st United Credit Unions' manager Dennis…read more Delightful, professional & very helpful gentleman. The application process was smooth, quick & accurate. Leaving the C/U I felt elated and "job well done". Working in those moments w/ Dennis was amazing & will definately recommend family & friends to this financial institution. Again THANK U DENNIS for your help. You're greatly appreciated. R. Ford Member of Pleasanton Branch

ATM service 24/7 and has available banking inside. The 3 dollars fee is best accounted here with…read moresurrounding pharmacies and hospitals. I have recently cashed my checks here and was quickly serviced for opening up online banking and sharing any questions about opening an account with 1st united credit union

Gary was very professional and very helpful. Went over and beyond my expectations…read more Gave really great advice and took his time to explain it well. Would recommend!

Gary is extremely knowledgeable and stays up to date in his education which is extremely important…read moreto me. He listened and provided answers to immediate concerns and met all expectations (and then some!). Highly recommend Gary to anyone who is looking for an expert in the finance/tax planning field.

Abolutely a wonderful staff to hire. Some of the proceeds help finance The Community Kitchen in…read morethird world countries, where they promote anemia awareness and nutrition for pregnant women, providing nutritious, hygienic vegetarian meals. The kitchens hire underprivileged women, training them, so that they can provide food for their families at home. This makes them more financially independent. This unique business has helped many business owners with immigration for worker visas, bookkeeping, incorporation, website developing, and hosting, and social media marketing.

From the owner: Our professional accounting services are first choice for every outsourcing business. BAAS offers…read morefull range of accounting solutions for small to mid-sized businesses. Depending on your business's needs, we can be your bookkeeper, accountant, controller, part-time CFO, business advisor. We can also provide you training in QuickBooks software. Of course you can outsource your entire accounting needs to us. All of our accounting services and solutions are scalable during periods of peak activity and then can be scaled back when they are no longer required.

I just started my journey with round leaf but feeling blessed that I now how support and…read morereassurances that my financial standing and credit score can get better!!!

A huge thank you to Richard and his team for helping me out. I had made financial mistakes while I…read morewas younger, and Richard was very direct/transparent while guiding me through making plans to iron everything out. It was nice to be able to work together to address my concerns, and I appreciate how open and flexible Roundleaf has been for me. There was a time period where I was very overwhelmed and confused in the process, and a tip I have would be to not hesitate in asking ask Roundleaf to slow things down and explain everything thoroughly. I had to educate myself on things I didn't know about, and it took a while to learn that that was okay. The Roundleaf team was always available to answer questions, and they were very good about following up/staying on top of processes. Looking forward to more growth, and I'm very glad to have Roundleaf's support along the way!

I've had the pleasure of working with Brandon for a few years now for my tax and financial needs…read more He is the definition of a professional--always quick to respond to questions and exceptionally fast during the filing process. It's rare to find someone who balances efficiency with such a high standard of care. I couldn't recommend him more highly!

Helped me with 2 years taxes during crunch time!! All at a reasonable price. I'm also hard to reach…read morevia phone and he was accommodating to communicate via text or email. Pleased with my return as well. Highly recommend!

Faruk was a pleasure to work with! As we wanted to plan further for our future, our goal was to…read moreidentify areas where we are doing well and can improve upon. From the start, Faruk was personable and clear in communicating his services along with having a genuine interest in what our expectations were from this exercise. Fast forward a month, we have gained invaluable clarity and actionable next steps for our finances. Today, we still reference learnings and information shared by Faruk to help influence any financial decisions we may or will make. 100% would recommend Faruk to any family looking to understand their finances.

Faruk is a fantastic guy. I feel very fortunate to have crossed paths with him. He has been great…read moreat setting up our investments to be positioned well, even when the market is volatile. He has consistently grown my investments since working with him (not by single digit percentages either). He is very attentive and always takes the time to explain goals/positions clearly. Faruk is also very friendly, approachable, and genuinely cares about my financial goals. I trust his judgment and appreciate his proactive approach. I highly recommend him!

This has been my favorite bank. Im saying that confidently because I have been with other big…read morebanks. The staffs are outstanding and friendly. My bank transactions are always fast and easy. They have excellent plans to choose from which so far my husband and I were enjoying. You're missing a lot if youre not banking here. (NB)

I personally delt with Marcus and his service was great! He…read morewas knowledgeable, honest and did everything in a timely manner. Definitely recommend dealing with him.