Often the first thing that comes to mind when looking for an advisor is managing investments. Bull…read moreOak does this of course--their philosophy is logical and evidence-based. But what set Ryan, Peter, and their team apart to us was that they were clear early in our partnership that they wanted to bring value through other avenues: tax planning and efficient financial planning, just as examples. We appreciated that they accomplished this while also factoring in our goals and especially our values. We feel lucky to be with Bull Oak and highly recommend working with them.

As a retired engineering business owner, I have been impressed by their unique financial model,…read moreservices, and, most importantly, their ethics and values. I've been their client since the inception of Bulloak and I highly recommend them to sophisticated investors.

I have been using Top Hat Taxes for many years! Daryl Hale, owner, personally does each and every…read moreperson's taxes! He is accurate, prompted and ready to assist. Give him a call! https://miramesataxpreparation.com/

I originally found Darryl Hale on Yelp and had him prepare our taxes the last couple of years…read morewithout issue. This year Darryl reached out directly offering tax planning services. After paying the $2,500 assessment fee Darryl recommended two tax strategies, both of which raised significant concerns: 1) GFX Trading - a complex Series LLC foreign currency structure. This strategy was presented as a way to generate large tax deductions through foreign currency trading. When I asked for written explanations of how the strategy worked, what the economic substance was, and how it would hold up under IRS scrutiny, the answers were incomplete and at times inaccurate. When I declined to proceed, he called me immediately, insisting "everyone is doing this," and became defensive. I later understood that his affiliated company receives commissions from this arrangement, which was not disclosed before he recommended it. 2) DNA Harmony - involving the purchase of gift certificates for Jazz Band Splash red-light therapy. This was presented as a deductible expense through a separate Series LLC structure. Again, I requested information in writing about the IRS basis for deducting these types of purchases, but the responses did not address compliance, valuation, or audit exposure. When I decided not to move forward with either strategy based on the lack of clear documentation and concerns about risk, I requested a refund of my $2,500 fee. The request was denied. My experience did not meet the level of professionalism I expect from a tax advisor. I would not return nor recommend Darryl Hale and will be filing a complaint with the IRS Office of Professional Responsibility and notifying the California Franchise Tax Board.

Wes and his team are truly amazing. They have helped us for the past 3 years, and we are so glad to…read morework with them. They helped us establish the foundations of our dental practice, and are extremely prompt about responding to all my messages and get me to the right place. They are not just a CPA firm, but they have a lot of things under one roof such as consulting. The practice consultant he works with, Deb is also amazing. She has helped us through everything! Wes put me in touch with the right people to help my practice grow. Wes is also very detailed. We could not be happier with his services.

I cannot say enough good things about everyone at PracticeCFO. Everyone on the team is…read moreprofessional, organized, knowledgeable, helpful and kind. They also respond to emails and phone calls immediately and are always happy to help. They have helped me navigate year to year as a business owner and really went above and beyond this year with all the changes to businesses during the Covid-19 pandemic. PracticeCFO gives me so much peace of mind that my business is in good hands. I am so grateful.

Great service I love Next Gen. I will continue to use in regards to financial planning. Need more…read moreinformation, then call them and they will give you their all and more. Love it love it.

Working with Steven and the Next Gen Financial team is such a worthwhile investment. I found Steven…read moreyears back and was drawn to his approach to financial planning and his commitment to listening to me and creating a plan that fits my goals and my lifestyle. I liked that he intended to be a lifetime resource for me, as I was under 30 at the time, and I am not good with long term financial planning beyond just saving as much money as possible. Steven helps you strategize with your money and make decisions that are right for you and your situation. Having this relationship brings so much peace of mind and I can't recommend Next Gen strongly enough.

Just returned from a Wilsey Asset Management Investment Symposium. We were updated on our stock…read moreholdings. The returns are looking good. But what I really like about WAM is their approach to investing. They look for a reason NOT to invest in a company. And they emphasize the long term strategy to make money-no quick rich sell here. Call for an interview. There's ZERO pressure...or just check out their radio show every Saturday morning at 8.

We have trusted Brent and Chase wi our portfolio for over 7 year, with excellent results!read more

We have been working with Carl Friedemann for the past few months and are very happy. He and his…read morestaff are on top of everything and very very helpful in getting us organized and making sure all of our signatures and paperwork are complete. Carl is easy to work with, friendly and knowledgeable. We were so disorganized financially before we came to Carl, and now we are on top of all our accounts and in a much better place financially. We are feeling so much better about our financial future. Carl is easy to get a hold of and returns his calls in a timely manner. He patiently answers all our questions and never seems rushed or in a hurry to get off the phone. We highly recommend Friedemann & Associates.

Bryant is fantastic, been working with him / LaunchCPA for several years. I don't think I'd be…read morehere without them.

Bryant and his team are outstanding. No need to look any further for your CPA. you will…read moreBe more than pleased with his services. I have a few businesses and it took 4 CPAs to find the right one and when you know, you know. Even when my businesses weren't doing as well and I couldn't afford monthly services, I was pleased and relieved by his approach to still answer my questions and do screen shares with me when I needed assistance when I am technically only paying at the end of the year to file my taxes. He doesn't feel like other CPAs I have worked with where you can tell it's all about the paycheck for them. You can tell he genuinely cares and wants to help. He will take the time to explain things thoroughly and any questions I have are answered quickly, which is very much appreciated.

The first couple years these guys were very average. The level of service dropped each year until…read moretwo years ago when we couldn't get a call or meeting and every email was answered by someone different. Then they fired us with no referral or explanation. We had referred some family members and they found basic math errors with their filing. Very unprofessional! I would not recommend.

I had a terrible experience with Dave at Coastal Tax Advisors. He would belittle me with every…read morequestion I asked him and at the end, after my Corporation sent tens of thousands in tax payments at his direction, he wouldn't file my 2020 return and told me to find another CPA. Totally unprofessional and terrible customer service. Would not recommend.

Cynthia is the best CPA that I have worked with. She is up to date on latest tax law changes,…read morepatiently educate clients on these changes and how they will impact the return. She is detail oriented and working to make sure her clients get the best result. I paid so much for my previous tax CPA from a very reputable firm but unfortunately, they missed a lot of deductions. Highly recommend her.

We first visited Cynthia in the fall of 2018 to help us clear up a misunderstanding with the IRS…read morethat had lingered for nearly 2 years. We tried working with HR Block but their advice and support was very substandard. Cynthia helped us work through this issue and within a few months the entire matter that had lingered for years was finally behind us. We can't say enough about Cynthia's professionalism and helpfulness. We liked Cynthia from the day we met her, and with the her assistance on this IRS matter we knew she was going to be our accountant! Cynthia has since helped us with advice on withholdings and other strategies to better manage our taxes. Furthermore, we referred Cynthia to our retired mother-in-law who also absolutely loves her! We would strongly recommend Cynthia and her professional CPA services.

100% satisfied with Carl's service over the last 20 years! Trust him completely. He has grown our…read moreretirement fund extensively and helped my wife and I save for our boys education. Can't say enough!

my husband and I had paid MORE for a fancy financial advisor in La Jolla who didnt perform nearly…read moreas well for us as Carl has. We are retired and have full confidence in a secure financial future with Carl handling our money. We meet twice a year to go over everything and changes are made as needed to maximize the return on our investments. No complaints - the highest recommendation!!!!