Outstanding team service, Josh helped me protect my family. Excellent communication throughout and…read morevery trustworthy.

Update to my review from a year ago, Josh and his whole team are so wonderful to work with! They…read morecontinue to surprise me with their level of detail and care for my financial goals and needs. Super patient with me as I make decisions as well. Thanks team!

Katja has been doing my taxes for decades. She is super professional and personable. She has saved…read moreme a lot of money through the years.

Katja had been doing my taxes for several years but ghosted me this past tax season. After…read moreuploading my documents on 3/23/26, she still has not responded to a single one of my communications whether by her secure website, emails, and voicemails. If you're not able to do my taxes, allow me the courtesy of telling me so I can find services elsewhere within a reasonable amount of time. If you want to miss your tax deadline, then this accountant is for you.

Working with Peter Chu at CTB has been an exceptional experience. Transitioning from one tax…read moreprofessional to another can sometimes feel uncertain, but Peter made the entire process seamless from start to finish. He took what I thought would be some of the more challenging pieces -- like the sale of one of our rental properties and making sure everything was handled correctly within our partnership. He made it all feel straightforward and manageable. What really stood out was not just the execution, but the thoughtful, relevant advice he provided along the way. His guidance gave me clarity on decisions and confidence that everything was being handled the right way. Overall, it was an incredibly easy and efficient experience, and I truly appreciate the level of care, responsiveness, professionalism, and expertise Peter brought to the table.

I love California tax boutique. They are very kind and offer advice and clear explanations of what…read moreis happening.

This is the Sacramento branch. I've been helping my wife deal with this company. They are…read moreunprofessional to say the least, say they will call with news on a certain date but rarely do. A simple financial operation is taking many weeks which is to our detriment to the point I'm looking at hiring a lawyer as they are failing in their fiduciary duty and will be held responsible for any losses.

After my wife's intial move to H_M, I too rolled my retirement account into H_M.in 2010, Now, July,…read more2013, we continue to be more than satisfied. Another reviewer intimated that my origianal review had been a cut and past job. Had this person checked, he would have found that I've been yelping as a Yelp Elite for over 5 years and in no way would that have ever happened. We have other choices and choose to drive the 65 miles to H-M for their excelllent services. We have always had the same adviser, meets with us on a regular basis, and we couldn't be happier.

Terri's classes are engaging and thorough. These will change your life and stress will be managed…read morethrough preventative measures and wise decisions in the way you handle money, debt, saving, and investing for the future. She gives you baby steps that are doable. It put my husband and I on the same team. No more fighting over our finances. Our relationship is so much better. Her classes had us laughing at ourselves and each other. What an eye opener! This is something every single couple should do. To be controlled by your debt or to be free of it, which one seems better? We choose freedom. Terri gave us that. I can't thank her enough for what she has done for us.

From the owner: I'm a passionate advocate for financial literacy, dedicated to helping others achieve financial…read morefreedom and peace of mind. My own journey began with the excitement and overwhelm of navigating the American financial system. After facing significant debt and financial challenges, I found lasting solutions through Financial Peace University and began applying its principles to transform my financial life. Today, I serve others on the path to debt-free living, offering practical advice and support to help them take control of their money and build a secure future. If you're sick and tired of being sick and tired of your current situation and are ready to make a change. You’re Not alone. Call me!

About 6 years ago Schwab blocked me from accessing my online brokerage account for unspecified…read morereasons. So I opened a brokerage account with TD Ameritrade. But now that Schwab has purchased TD Ameritrade, my TD Ameritrade account will be transferred to Schwab which means I will be blocked once again from online trading. I called Schwab and they said they cannot guarantee I will have online access to my Schwab account once my TD Ameritrade account transfers over despite being a TD Ameritrade client in good standing for 6 years.

Difficult if not impossible to meet with a person unless you are initially opening an account…read more Also phone calls leisurely returned. You get the impression of the Wizard of oz behind a curtain when you go into their office. Lots of empty cubicles. Have gotten conflicting information. Their online forms come with lots of problems and don't seem to accomplish what they seem to promise. Been trying for 10 days now to get a straight answer. Speaking to someone finally about misinformation, was told...well he's new. Is that an excuse? very disapointed with my experience with them

First off, the address is incorrect, they're updated is: : 9521 Folsom Blvd Ste M, Sacramento, US,…read moreFolsom Blvd, CA, 95827 I found Jeter Tax online and wanted to see if they could guide me and help me out. I found out that while I was there, Michael pointed out that H&R block screwed up my taxes. That wasn't good news. Either way he assisted with the new years taxes and helped me out. The only issue was getting a phone call through or back from him, but eventually they was taken care of and Michael prepared my taxes that day. I received more than last year, so that was a plus, I just wish I would have found them sooner than later. Thanks again for your help!

Friendly staff and excellent preparers. From start to finish everyone in the office makes you fell…read moreconfortable. Angela is the best‼

I had few questions about the tax situation I'm and he answered all questions I had. He also…read moredirected me to the right way to tackle. It is important to understand most of the Tax preparer are tight lipped until you committed to them. It was not the case with Jack Ilyas. He was very patient through the entire conversation even though I did not need to use his service. Nowadays its a rare trait to have. I wish him nothing but the very best.

I needed help with some IRS questions involving interest and penalties that my brother had incurred…read moreover the years and more recently due to a second stroke. I also had questions about how to proceed with requesting an abatement for my brother and Eric gave me some great advice and tips. For weeks I have been searching for help and guidance and no one wanted to give me the time of day because the debt isn't high enough. On top of that, I now have extra income as my brother's paid caregiver. I've been stressed about this new tax situation for this year but Eric was very helpful in answering those questions. What a breath of fresh air to feel that someone is truly on your side ready to help you tackle the IRS! Thank you Eric!

I highly recommend Spencer at Champion credit repair. Their customer service is excellent. I was…read morecompletely impressed how my credit improved. Outstanding, quality time he's worked on repairing my credit expectations.. Excellent work Champion Credit Repair Team Thank you, Much appreciate Andrea C

Just finished a Credit consultation and I am so excited!! This company knows what they are talking…read moreabout and I trust the owner and his credit repair model. If you find this place, I wouldn't shop any other place. Based on other reviews and the hands on experience from the consultation, I believe we are off to a great start!

I've been working with Elizabeth at HM Partners for the past 3 years for both our taxes and my…read morein-laws', and it has been a great experience. The process is very convenient. We can upload documents and communicate through their secure portal before our appointment, which makes everything feel organized and stress free. Elizabeth is very approachable, easy to work with, and explains everything clearly without making it overwhelming. I really appreciate the peace of mind knowing our taxes are done correctly the first time. Highly recommend!

Just finished my 4th return with HM Partners. We worked with Olivia for the first three years, and…read morethis year we worked with Susanna. I can't recommend them enough! Susanna was incredibly helpful in answering all of my questions and thorough in her explanations. The online system they use is very convenient and secure. Everything was done very quickly. Definitely worth the cost to have your taxes done professionally. Thank you so much!