Bottom line: stay away until they get a new accountant…read more I went with Lanyap for a DE C corp (my third business, after two LLCs, one of which elected S corp status). I had a lot of trouble dealing with one of the firm's accountants, who I will not name. The accountant was difficult to schedule and often unresponsive to emails. When we met in person, he had very cryptic answers to straightforward accounting questions. He would consistently fail to make corrections to returns, requiring multiple reviews of returns that were in the 15-20 page range. In one case, he made some incorrect determinations on state nexus that lead to a very late filing, and in another case, he didn't advise us of an urgent deadline on a special form. Fast forward a bit, and the IRS hit us with a $10k penalty assessment because of that one late form, and the accountant was completely nonchalant about it. I complained on their website, and the accountant's business partner was responsive and brother acknowledged that the accountant had a history of customer service related issues, and he promised smoother sailing going forward. However, even after this, nothing changed; the accountant repeatedly still failed to look at emails and failed to address key questions. If you are a sole proprietor who sells on eBay and Etsy, I'm sure that Lanyap can handle your Schedule C. However, if you run a C corp officer, it was a total waste of time and money; run away until they change personnel.

Lanyap is incredibly knowledgable and professional with all their handlings when it comes to…read morefinancial services. They don't just think about the bare minimum but are instead always look for ways to improve our financial operation. I would highly recommend them to any business owner.

I attended a Yope financial session on debt and budgeting a few weeks ago and walked away with a…read moregreat foundation on how to manage my finances. Living in New York, it has always been hard for me to save for a rainy day, but the financial consultant who led the session, Garrett Philbin, answered all my questions and also provided easily understandable financial materials and motivation through his "Don't be Broke, Be Awesome" presentation. I can't wait to attend another Yope session, hopefully on investing early.

I attended a financial workshop with yope tonight and the financial advisor they had was great. It…read morewas a small group so he could give individual attention and tailor the talk our specific interests/questions. He was super approachable and helpful, and gave some great tangible advice on debt management that I'm definitely going to be using!

I highly recommend Cd.Lofs!!! It's a personalized and achievable approach to success in personal…read morefinance. I stumbled upon Cd.Lofs while on a travel assignment in NYC. I had a well paying job but I was still racking up the debt monthly. I called Trice and signed up for the "Millionaire Bootcamp". I have since gotten out of debt and now actively watching my wealth grow. I live all around the county and have monthly appointments via Sykpe. It is by far one of the smartest decisions I have made in my "adult" life!

If I could give more stars, I would! AJ and Shane represent the best of what financial planning can…read morebe -- super knowledgeable, great coaches, and they truly understood my goals and my desire to be financially free and showed me how it is possible. I love the presentation they put together, and I also LOVE the online portal they use. It's super convenient. Shane is also a great CPA.

Ally Jane and Shane were really kind, patient, and knowledgable at helping me sort out my finances…read more And they never made me feel like an idiot or talked in all finance jargon, which was important to me. Best of all they helped me open up a SEP IRA, a roth IRA, and a taxable account and advised me on the stocks and bonds to buy. I didn't even know what any of that meant before I met with them!!!! Highly recommend BK FI, esp for freelance creative types and entrepreneurs.

I just got off the phone with Kaya after inquiring about a personal loan and she helped me shift my…read morefocus from asking for outside help to capitalizing on my own set of skills and worth instead. What I expected to be a 10-minute conversation about qualifying for a loan turned into an hour-long chat about my background, skills, and current financial situation that led her to recommend that I start looking for opportunities to earn more $ rather than digging myself further into debt with a huge loan. It was also refreshing to hear her take such a holistic approach to my situation after being on the phone with loan agencies who had no advice to offer other than the possibility of maybe getting a high-interest loan. When the time comes, I look forward to sitting down with Kaya to plan my financial future and I recommend her to anyone looking to do the same and realize their worth!

Kaya was fantastic in the hour of financial advice I received for my situation. She is a great…read morelistener, empathetic, knowledgeable, and very nice on top of it. I highly recommend her to someone who wants personal financial advice instead of trying to figure it out on your own online.

My wife and I joined SFA about 2 years ago. Before then we knew very little about investing and…read morebudgeting, and we weren't very confident in our retirement plan. SFA has completely changed that for us, thanks to the personalized retirement plan that was set up for us. What was more important for us also was having someone we could reach out to as our lives continue to evolve, and I have to say they are very responsive and easy to get in touch with, either by email, phone or video chat, and in person. That truly makes all the difference. On a personal note, we are at a point in our lives where we own a home, considering selling, moving to another country, all while also planning to start a family. This is really stressful and daunting to say the least. But SFA has been there the entire way, answering our questions about what to consider regarding our finances, taxes, and everything else that comes a major life change like this. Highly recommend SFA and can't say enough good things. Thank you!

Mike Schupak repeatedly provides me with sound financial advice, approaching each investment…read moredecision as if it were SFA's own money. I consider Mike to be a trusted advisor who continually has my family's best interests at heart.

Self-directed IRA and Checkbook control was relatively new to me, but Bernard at ReSure provided a…read morecomprehensive explanation of the entire process in setting up my Self-directed IRA. He made the entire process as simple and as painless as possible. He reviewed all the different custodians with me including their fees and services, which made my due diligence selection so much easier. Bernard also evaluated my situation and helped me to set up my LLC every step of the way. It became apparent that Bernard has specialized knowledge and experience in many areas and he passes on his knowledge to service his clients the best he can. I developed a trust with him and I feel very comfortable asking him questions about any of my investments. Bernard takes great pride in servicing his clients. In my experience with him, Bernard listens carefully to my investment choices, analyzes them, and responds with clear and sound advice while addressing all legal aspects. I highly recommend Bernard of ReSure to anyone.

ReSure's integrity and expertise is superb! There is no other company like them. I did extensive…read moreresearch before choosing ReSure and am familiar with many service providers. The people at ReSure genuinely care about you and pay attention to the minutest of details... As a ReSure client, I attest that they know more about taxes, LLCs, and self-directed investing than any CPA or attorney that I've spoken too... I can now clearly see that other firms are just out to sell you "boilerplate" paperwork. without giving you the honest education and tax strategy that you need for self-directed investing success... ReSure is the only firm that gives you a totally customized SDIRA or QRP account set-up, along with detailed guidance for every step of the process... I would even say that there's huge tax and financial risk to working with anyone else, especially someone that does not have any tax or legal background. When it comes to SDIRA and QRP rules, it's not worth taking any chances. There are companies that charge double and triple ReSure's fees that just gave me misinformation that could cost you a fortune in taxes and IRS penalties... ReSure has given me a thorough and honest education, telling me what is and what isn't doable, so that I can move forward with confidence. Thank you Bernard and Team for your amazing service!

I messed up filing my personal taxes with the software, but they saved me. Super professional and…read morereliable with a friendly attitude. Highly recommend them!