This is the second time I've enlisted Randy for my taxes and I am soooo greatful to him. Randy…read morehelped solved an issue with my brokerage and the brokerage was NO HELP. It was extremely frustrating but Randy was patient, understood what the challenge was and came up with the solution needed to file my taxes. He's a true master of this trade!! Very reasonably priced for the work he does!

Was super helpful, informative, professional, and patient with me. His help made taxes less painful…read morethis year. Definitely recommend his services.

Juan was very knowledgeable and professional. He was able to answer my tax questions and give me a…read moresolid understanding of my tax benefits. He was easy to talk to and very helpful! He's a better choice than major tax firms!

Juan helped us with our 2023 taxes. Juan was personable, knowledgeable, professional, efficient,…read moreand reasonably priced. We definitely plan to work with Juan on our 2024 taxes and beyond.

Our company hired Robert. He's GREAT! He's a great communicator, very direct, and keeps things…read moresimple. He's super nice, and most importantly a well-seasoned pro. He knows what he's doing, and does not mislead you.

Absolutely amazing! I live in Denver and every time I've had to hire Rob to serve my ex-husband,…read morewho by the way doesn't want to be served ANYTHING, Rob makes it happen!!! He's 150% professional, courteous and trustworthy. I originally hired a different company that I found randomly online a couple of years ago. I was ripped off and walked away not trusting any private investigator. Soon after, I had no choice...I had to have my ex served for contempt of court AGAIN. I used Yelp that time and found Rob and this company. I reluctantly hired him at that time for the first time, and it was the best decision I ever made. Thank you from the bottom of my heart, Rob. You are my hero! I thank God all the time for your help.

Very pleased with the tax return service provided by Joe Wu and his firm. Submitting data was…read moreclearly explained and easy to follow. Everything was handled on-line, efficiently. Looking forward to a good working relationship in the future.

This is the third year Joe has helped prepare my taxes and each time the process has been…read morecompletely stress free. He is on top of his work and I truly recommend him to anyone I come across. Thank you Joe, for being great at what you do!

Fantastic service!…read more We'd been searching for a financial professional for a while now and was very surprised when we could book a one-on-one free consultation with Ms. Teh the very next day. We detailed our plans to her, she gave us her professional opinion and gave us homework to do. She was pleasant, communicative and obviously knew her profession. We'll be using her in future for sure!

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.

Terrible customer service. Run; don't walk. In my opinion, these goofballs couldn't handle a kid's…read morelemonade stand. Patti was extremely rude and unprofessional. It was a disaster.

Called for an available notary and they got me in same day . It was quick easy and they were very…read moreprofessional.

I had a complicated tax situation in 2025 involving multiple streams of income (1099, W2, 401k…read moreconversion, etc) and though I made quarterly payments, I knew I was going to need an expert to help minimize my tax bill. I learned about EAs from a community whatsapp and went in search of one. After looking for several weeks and reaching out to a few, it was Phuong's rapid response (by email and phone) and his kind demeanor that helped make my decision. Overall, working with Phuong was straightforward. After agreeing on an estimated cost, Phuong invited me to a secure portal to upload all of my documents. Alongside, Phuong provided a checklist to help guide all of the files/info that you should consider uploading. This was very efficient and helped expedite the process. From beginning to end, it took only a few weeks. It would've gone much faster, but I was delayed in uploading documents, so I caused the delay. Alongside, Phuong answered one-off questions as needed and quickly. And I had a lot of questions! But Phuong was always willing to help. The best part? Phuong confirmed I was actually owed a refund. I was stunned. Is there any better result than that? Of course, this means my quarterly payments were on target, but I'm not sure I would've reached the same result on my own. I can't recommend Phuong enough. He was fast, friendly and importantly, secure. I am certain I will be working with Phuong for all of my tax needs moving forward. Thank you Phuong!!

Phuong was extremely responsive, knowledgeable, and followed up without any extra action on my…read morepart- which I really appreciated given how terrible it feels when you have started a process with someone and you have to constantly reach out to get a response! Phuong was a professional throughout the entirety of the process and guided me through calculating and the actual process of paying off quarterly taxes with patience and kindness. He also gave me an estimate of the price before conducting the service and was very transparent. Highly recommend if you are starting your own business!

I worked with Isaac for a short period doing some cleanup work and reconciliation work. He was able…read moreto deliver what was agreed upon in the time I needed. He was able to figure out some syncing issues between my QBO and my CRM that was not working correctly prior. I would work with him and his team again. I will post updates.

From the owner: Tailored Solutions: We understand that every business is unique. Our team crafts customized…read morebookkeeping, consulting, and accounting solutions to meet your specific needs, ensuring precision and relevance.