Great service and very friendly atmosphere. You get the attention you deserve. They treat every…read morecustomer with respect.

Mike I think is the owner is a cool guy. We were in and out friendly service…read more I highly recommend this place. Very cool place.

Requested a free consultation, and Tony was very helpful and honest during our online meeting…read more It's hard to find companies with knowledgeable individuals who can provide valuable opinion as many are like robots so it's refreshing to have someone understand your needs and try to give you their best advice. Hope to work with Tony at Crosdroads Planning for our future tax planning needs.

I contacted Crossroads Planning after my mother passed away to get help with estate and tax…read morematters. John's presentation was clear, professional, and very informative. What impressed me most was the compassion they showed. Their kindness and expertise meant a great deal to me, and I've saved their information to use their services again in the future.

Had to go inside the bank today and it was my first time at this location…read more I was greeted right away by staff near the entrance of the building. There weren't many people inside, but it was pretty early, this location is fairly large and has ample covered parking spaces too. The teller I interacted with was pleasant and friendly.

Chase is a very efficient and clean. There's lots of parking. The greeter at the door is a great…read moretouch. Luckily there was no line on a Friday midafternoon.

After a Yelp search, to find a tax expert to assist with my unpaid federal taxes, and other…read moreworries, it took about 5 minutes before I received a response from Joe. I prefer to hire people who are paying attention to their own accounts as he did. Joe is charming and reassuring. Over the phone, he explained everything he would need from me and told me what to expect from him. He shared how he would help, providing best and worst case scenario. And a timeline. Joe moved away from California, but does return regularly as he's a Ducks fan and has season tickets. He may have been worth the price he quoted. I don't know. The two other quotes I got were more than 50% less than what he quoted. It does not make sense for me to pay 2x as much for somebody living in another state to do my taxes. I am writing this review because after and despite my explaining to him and his colleague why I would not be utilizing their services, I began receiving daily prompts to sign a contract. There was no contract when I let them know I would not be hiring them. Yet they sent it. It's seems shady to this old fart. The nerve!

Hired them to help me fix an issue I had with my 2024 taxes, they did that and everything was…read moregreat. I had a few questions about the return and I will say getting a response via email was a little tough, but then last night Joe spent an hour on the phone with me talking me through every step I need to understand with my LLC. I really appreciate how he went above and beyond. Recommended!

I can't say enough good things about my experience working with Eddie! Before I found him, my…read moreexperience with another CPA was a complete nightmare--many things were done incorrectly, leaving me to fix them myself. I was kept in the dark, received little to no response, was given inaccurate information, and encountered several mistakes. It was incredibly stressful. I'm so grateful to have found Eddie. He is professional, responsive, and reliable--qualities that are extremely important to me. He answered all my questions clearly and thoroughly, and took the time to educate me on many aspects of managing an S-corp. I always felt informed and never forgotten. He stayed on top of payment schedules and got things done quickly and efficiently. I never felt lost or unsure throughout the process. Eddie is also very detail-oriented. He discovered a major oversight from the previous CPA--something I wasn't even aware of--and helped me correct it step by step. I was initially overwhelmed and stressed, but Eddie was patient, understanding, and even available during off-hours to guide me through it. Thanks to his help, everything on the business and accounting end has been corrected, and I finally feel like I'm on the right track. The accounting software he uses is also very efficient and allows me to upload everything in a well-organized manner. When dealing with so many numbers and accounts, that level of organization is a huge plus. I fully trust Eddie and highly recommend his services!

My last accountant was terrible! He made an error on my return which resulted in me owing money…read morewhen I was expecting a refund. And when I needed help correcting the return, he was totally MIA. I knew I had to find someone new who is trustworthy and reliable. Fortunately, I was referred to Eddie by a friend and have been very pleased with his services so far. I find Eddie to be very professional and knowledgeable. He gave me a quote before working on my return and stuck by his quote even though my return was a little more complicated than expected. He also looked at my previous return and identified the errors and omissions made by my previous accountant. Eddie is also very responsive and tech-forward. Most of our interactions have been via email but he makes himself available on the phone as well. He also provided me with tips for my next return so I could get a bigger refund. Thank you, Eddie!

After working with several larger firms over the years, we were used to feeling like just another…read morenumber. Our experience with Warren Street has been completely different. Even in less than a year, they've already helped us save money on prior tax filings, created a clear roadmap for our financial goals, and given us a structured, easy-to-follow plan. They're extremely responsive, thoughtful, and genuinely invested in our success. We always feel heard and supported, and never feel rushed or overlooked. Veronica, Emily, and Ernest are all wonderful to work with and truly care about their clients. If you're looking for a financial advisory team that combines expertise with personal attention, we highly recommend Warren Street.

We've been with WSWA just a few months, and so far the experience has been great. The staff is…read moresuper friendly and kind, they always answer calls/emails within 24 hours if not the same day, and always have obviously read your emails and are clearly paying close attention to whatever your concerns are. And I would expect nothing less when dealing with your money-and so far that has always been the case. They have made recommendations, reorganized portfolios, offered tax strategy, and offered many other helpful tips. They really spend time getting to know you and what your lifestyle is about, what your plans are for the future years and into retirement, and give careful consideration to everything before moving forward. I'll be updating in a year or two after we see how it goes longer term. Thus far, we are very satisfied with our experience.

My financial advisor recommended Gary at BMR when I was buying my first house recently. Gary was…read moreable to get me a great rate on my home insurance and bundle my auto and earthquake along with it. I had SO many questions and Gary was always quick by email and phone. He never seemed annoyed by me and was able to help me figure out some weird issues with my old insurance. I feel confident that Gary will be easy to work with if I ever need to call upon my insurance and I wouldn't hesitate to recommend him.

They let our auto insurance policy lapse with no requote or communication and then had the gall to…read moretry and blame it on me. I can't re-quote our own policy! She left us highly exposed had one of us had an accident in the interim. Completely unacceptable and so irresponsible. I immediately call Mercury and another agent took care of us right away. They had been a reliable resource for years so don't u sweat and what happened but they're now fired.

Since joining Financial Advisors Network in April, 2024, our retirement portfolio has grown by more…read morethan 20%. With Tyler's guidance and expertise, we no longer worry about being able to live comfortably throughout our retirement. Extremely happy with all the services and support that they offer, including help with other services like estate planning and tax preparation.

I have been using FAN to plan for my retirement practically since I started working. We meet twice…read morea year to make sure my investments are on track plus they are always available with any questions I have. I'm grateful for the care and advice I have received from Financial Advisors Network and I highly recommend them !

Great service relationship manager super nice and helpful gave me brochures on buisness accounts…read moreand credit cards they also have Commerical lending for things like hotel and self storage really good, highly recommend this bank for buisness or RE investors alike.

Continue to have a wonderful experience with F&M Tustin. With the help of Carlos Montes and…read moreMatthew Fabre, got great service and more helpful info on new services for youth accounts! Very, very attentive and customer oriented!! In-person makes such a difference.

Choosing to do my taxes with Peoples Choice Tax for the first time was a great choice. Scheduling…read morean appointment was easy. During the appointment, Maria was very knowledgeable and friendly. Everything was handled during my appointment professionally, effectively and all my questions were answered at once. I received very quick replies when Communicating before and after my appointment . Thank you

My wife and I recently filed our taxes for the first time with Peoples Choice Tax and Accounting,…read moreand we had a great experience. Maria was very pleasant, professional, and made the entire process smooth and stress-free. We truly appreciated her helpful attitude and attention to detail. I highly recommend their services!