I'm a big fan of Jane's. She knows taxes inside and out. She keeps up to speed all the new tax…read morelaws. I felt totally confident having her do my taxes, which was a nice feeling after two years in a row of tax preparers who seemed more confused than I was. I sought Jane out last year because I had to file as a married person in the state of California, but could not file as married on my Federal return. Jane's not the least expensive tax preparer in the area, but she is worth every penny. Got tax return issues? Do yourself a favor and go see Jane Massie.

Jane has been doing my taxes for over 25 years. We've never had a problem. Very service oriented,…read morewith Jane it's more about the people she serves although she's very thorough on the accuracy of the paperwork.

Highly recommend working with Stacy to help with your financial journey! Stacy does not judge you…read morefor being in a financial disaster, she just walks you through the journey to financial freedom. I left my job and have been unable to find full time work. Without having worked with her 3 months prior to this, I would be in a very different place. Thanks to her guidance, I have not accumulated any additional debt during this time and had enough money in savings to help me through this difficult financial period. Stacy is always encouraging and positive, as well as organized and detail oriented. The first task I had to do was go through my spending for the 3 previous months. This was very eye opening for me which gave me the motivation I needed to get out of debt. Yes I've slipped, but Stacy just reminds me of what I have accomplished and will accomplish. You will not regret having Treasure for Tomorrow helping you find financial freedom!!!

I wish I could link here to the 40+ absolute rave reviews The Home Loan Center (Dan and Liz…read moreFindrick) have on LinkedIn. It would show how amazing they truly are. Seriously, over 40 all saying how fantastic they are. If you are in LinkedIn, check it out. When I mentioned to a group of friends that I was thinking of purchasing a house, three friends lept for their wallets and all competed to give me Dan's card first. All were very very enthusiastic about Dan and Liz and said if I was going to buy a house I HAD TO USE DAN. According to my friends, everything else was negotiable but this was mandatory. I was skeptical but gave The Home Loan Center a call. Turns out Dan is numbers geek/freak. He loves them. We ended up talking about what I could afford, how the whole process worked. I ended up getting quite an education. All before he even knew he got the job. He helped me negotiate all the scary parts of the process. I was a total novice and nervous as heck. But he not only answered my questions but gave me the "why" of the answers so I would really understand. Liz deals with all the paperwork and she helped make the whole process incredibly smooth. It was a total pleasure working with her. I used them again for a refinance later in the year because the rates had gone down so much. We went through the whole process and at the last minute Dan called to let me know he had found an even better deal for me! It was so late into the first refinance he could have let it go (and I think most brokers would have) but it is not how the Findricks operate. They are very upright, honest and great people. During the refinance process, something came up with the new lender about what type of homeowners insurance I had and there was a question about whether or not it was the right type. Liz spent I don't know how much time on the phone trying to get it resolved. She tracked down a great resource to use that had the right kind of insurance and between the new insurance person and Dan, they called and got the Lender to back off their weird requests. Dan called the Lender and argued on my behalf and won. It was great. I can't have a better set of people on my side! I didn't know them before the first time we worked together but they are truly nice people and now when others ask me advice about mortgage brokers I am competing with my friends to see who can pull out Dan's card fastest. I can't recommend them enough. Call them. You will be very very happy you did! --Gal on the Go

Dan and Liz have been great through the whole process. As a first time home buyer, I was clearly in…read moreway over my head in terms of my knowledge and understanding. In particular with the current economic climate, lenders are crazier than ever with loads of paperwork and hoops to jump through. No matter how much I had (or could have) read or prepared, there was no way to have waded through the infinite layers of complexity without the time, help, and support from Dan and Liz. Patient, knowledgeable, and understanding all the way through, Dan spent multiple nights on the phone for hours at a time if needed (even before we were definitely doing business together); answering questions and explaining things in terms I can actually understand. Dan was committed to finding the best loan options, even with some extraneous circumstances surrounding the purchase. Offering input and advice on everything asked of him, suggestions on handling property tax, keeping us up to date on the loan status, and possessing the overall knowledge and confidence that really helped put us at ease (at least as much ease as you can have in buying a home!); I couldn't imagine going through the last several weeks without the help of these folks. I have already recommended The Home Loan Center to friends and colleagues, and would do the same without hesitation here.. in fact, I guess I just did.

Just 3 words for Mike and his team... AHH MAY ZING!!! I have never worked with a company that was…read moreso customer service centric! Never have to worry if I am getting the best price or the best service because they are always responsive!!!

Mike is a total professional!! I reached out to him when I needed a policy quickly and he astounded…read moreme with his response time, quality of service and pricing!! I've referred him several times and he's SO on top of communication and treats his clients like gold! He's honest, helpful and SO incredibly great at saving you money!

If you are having issues with Covered California, or if you have any insurance questions and/or…read moreissues at all, look no further - - you've just found your superheroes of the insurance world. I spoke with Bonnie and I am still in disbelief about what she did for me in such a short phone conversation. She is truly wonderful. For months, I have been trying to navigate the woes of Covered California on my own. First, there was the whole subsidy qualification process. I tried to convey to them in multiple ways that last year's salary was irrelevant since what I'm earning now doesn't even come close. As a new professional trying to build a practice while doing consulting work on the side, my earnings are completely erratic. Finally, I managed to get approved for a subsidy (skipping lots of details here about the back and forth and the sudden and unexpected bill for 3x the price that I was originally approved for). Naturally, I chose the Anthem Platinum PPO plan because it looked just like the plan I had at my previous job. Then, I learned that there are virtually no providers who accept Covered California Anthem plans. I eventually had to go to the ER, and they wanted to admit me. I refused to be admitted because I had no one to take care of my diabetic dog at home. I asked for a prescription so that I could deal with my medical issue at home. They refused and gave me the following options : 1. Admittance to the hospital 2. I could go to Valley Medical or the Indian Health Center as they are the only known entities, says O'Connor, who will take my crappy (??) insurance. Shocking and really upsetting. If you Google Anthem and Covered CA, there are lots of news stories about this. It is a huge mess, and devastating to many. I made one quick phone call this afternoon. I expected nothing...I found a miracle! Bonnie is super sharp, practically encyclopedic in her knowledge about Covered California and insurance in general, exceedingly patient, and just wonderful all around. I appointed her as my agent in the system. A few clicks (and lots of patient waiting on her end as I slowly followed along), and everything is golden!! Problem solved. I'm completely in awe...

If you have any questions regarding group benefits for small companies, Steve and Bonnie have the…read moreanswers for you. They are proactive and responsive, and I have had zero issues with my firm's health insurance needs, thanks to them. I highly recommend them without reservation.