I had never been to a financial advisor but I had sold my house in Los Angeles which netted a nice…read moreprofit, moved to the Coachella Valley and my new husband suggested we meet with Greg Frech to invest our considerable amounts of cash with him as he worked with him previously when Greg was with another company. Greg made the process very easy, helping me decide on the approach to take on how aggressively I wanted to invest. That was 2 years ago and I am very impressed by the healthy growth that my funds have made. I recently retired at age 56, and Greg made the transfer of my 401K to a Roth IRA so simple! Greg's very personable and it means the world to me to feel that my money is in good hands. Greg sends out a weekly email newsletter that talks about the current markets and what is affecting them, along with advice that is super helpful. I didn't think I'd know which financial advisor to trust so I had put it off, and now wish I had met Greg sooner!

My husband and I have had careers totalling one-half-century-plus on Wall Street--respectively in…read moreM&A and trading--and have worked with most of the big-name accounting firms in the United States and internationally. Having moved West from New York several years ago, we now work with Kelli Cox and her team on substantially all of our personal, corporate, LLC, and 501(c)(3) returns; our son also works with Kelli on his own personal returns. Our singular regret in working with Kelli now is that we didn't move our accounting business to her decades ago. Kelli is an accounting wizard and magician, cost-effective, charming and kind. Six thumbs up.

Incompetence and unprofessionalism are taken to a new level. Despite having an appointment in…read moreearly February to prepare my taxes, they had to file an extension. Even though they had not completed my taxes, they sent me a bill and charged late fees although my taxes had yet to be filed. I called several times and sent several messages, none of which I received a response. When I made an appointment, they did not honor the time and when I finally reached a human, I was not connected to my CPA but with an assistant who could not answer my question. And, of course, they never got back to me with an answer to my question. Not cheap, not professional, and grossly incompetent.

I was introduced to Nona S. Solowitz's firm recently, and in particular to Michael Yeh, CPA, (who…read moreworks for the firm) in a very high conflict, high asset divorce case where they were originally retained by a prior attorney as the client's forensic accountants. I am impressed by their devotion to detail, intelligence, and dedication to their client's interests. I am surprised by the reasonableness of their fees. TWA

Our startup business has really been helped by Nona's firm. Reasonable fees and great access to…read moreNona and her staff for questions. The firm is also a QuickBooks certified CPA, so accounting can be done on the online version of Quickbooks. That is an efficient and relatively inexpensive option.

We are so grateful that we found Benchmark Credit Resources. Charles went over and beyond to make…read moreus feel secure in opening up our credit "can of worms". Not only did he fix all of our credit concerns, he enabled us to have the highest credit scores we could have ever imagined! Totally professional with a genuinely personal touch! Highly recommend...call Benchmark today!

Benchmark is a little on the expensive side but was the ONLY firm that was able to complete the job…read moreon time. I tried two other companies prior, and both let me down. Thanks Charles and Rick for making sure my credit remains squeaky clean!

When we met with Garrett the first time, he looked over our situation and finances and gave us the…read moregreat news that we could retire and live quite comfortably immediately, if we wanted. The next day, my wife expressed that life felt completely different. Interestingly, I was feeling the exact same way - happy and stress free. Garrett is all about being able to enjoy your life, and encouraged us to seriously consider settling down and enjoying what we've worked for. I would highly recommend Yack Wealth Management. That have a fantastic team. Thank you, YWM!

I just received an invitation in the mail for one one his events for retirees finance. I called…read morethe number told the invitation I've received he asked me my full name and e mail addres, phone number mailing address and said sorry we are full but I can add you on waitlist if you'd like. I was very upset for waisted time and giving my whole information to this stranger on the line. please let people know you're full before you get all their info on the phone.

Such accommodating and reliable. I have been going with them for over 2 decades now. I highly…read morerecommend quality and accurate and speedy fast service. So nice to have an accounting firm you can trust here in the Palm Desert Area.

There is no statistical analysis by these people! They just spread it out and hope that worksread more

Lea Wiviott Boracchia Thank you for helping us to find the…read moreperfect home in Rancho Mirage.  You really helped us decide WHERE would be a perfect neighborhood and location for us.  Your knowledge of the areas (wind, flood, traffic, shopping!) and the personality of the various HOAs was so helpful. You really restored both Ken's and my opinion of realtors.  Your team's tireless work for 6 months going out and videoing every aspect of properties so we could decide if we should fly back to PS to view for ourselves was so helpful and saved us so much stress.  When we flew back down you showed us 3 full days of properties so that we were really sure which home we wanted. You never rushed us, just wanted to make sure we had vetted all our options.  We went back to the final two 3 times each, and you never blinked. You just said "I want you to be sure." Providing all your resources of handyman, electricians, pool, gate, and landscapers to rapidly go assess things at the prospective property really was really above and beyond. Lastly you were simply just a JOY to work with. My hubby is definitely an introvert and hates spending time with any type of salesperson. But you really listened to us and found timely answers to all our questions.  You didn't waste our time on properties that wouldn't meet our needs.  And you educated us on intricacies of the desert lifestyle.  (Just hire the guy!) I truly feel like I already have a friend in the area.   Thanks for EVERYTHING that you did for us, and all the continued support as we try to transition down there. YOU ARE THE BEST! Colleen Bittner

The place was great but more importantly the service I received from Sharon @ Airbnb.... Second to…read morenone.... Highly recommend

Bill and Company has been doing our taxes for 12 years. We have 2 businesses (both S Corps). I…read morerate Bill and crew 5 stars. I am writing this review as I saw a few negative ones and I simply don't agree. My experience has been very good. I deal with many CPAs, Tax Accountants and Bookkeepers in my business. Bill has a good shop and is worth interviewing when looking for a very competent tax and business accountant. Bob Iglehart - CPA, CFP®, CDFA®, CPFA® - iHart Retirement Income Strategies | The Iglehart Group - Coldwell Banker Global Luxury

I went seeking counsel on tax strategies as I prepare for retirement. The 45 minutes spent there…read morewith the discussion provided absolutely no value. Back door Roth, the tax rates on Social Security or advantages or disadvantages to early or delaying applying for SSAN, how to possibly reduce taxes on IRA distributions. There was no value to this visit what so ever. I would say the only benefit to this visit was to the firm at the cost of $400.00. I'd consider an alternative if these are your objectives.