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.

Bridget truly saved me after having some terrible experiences with previous tax services. She is…read moreincredibly thorough, knowledgeable, and patient. She took the time to explain everything clearly and made what initially felt like a very stressful and overwhelming tax situation feel manageable. I really appreciated how she put me at ease and made sure I understood what was going on every step of the way. It's clear that she genuinely cares about her clients and takes pride in doing things correctly. I'm so grateful I found Bridget and would highly recommend her to anyone looking for a knowledgeable, trustworthy, and caring tax professional!

This tax from is just wonderful to work with. We have used the service this past 2 years. We will…read morecontinue using them. Bridget is so knowledgeable. Whenever I've sent her a message she gets back to me in a timely manner. If anyone out there is looking for tax preparation or financial services contact this fi you won't regret it.

I am a Graduate of the U. S. Naval Academy in Annapolis, Maryland. I became a member of the then…read moreGolden Bay and now Meriwest Credit Union when I was stationed at Naval Air Station Moffett Field, as a Lieutenant Junior Grade, in 1976, 50 years ago. Perhaps the Greatest Performance in those 50 years was exhibited recently by Yvonna Trinh, the Branch Manager. I had a challenging Money Wiring Date. Keeping within the Meriwest Procedures, Yvonna was able to reduce the Hold Time on one check by hours and not put two additional checks, on Hold. With her valuable assistance, I was able to meet this demanding Money Wiring Date. This is very much Appreciated and acts like this, plus the other True Meriwest Professionals over the years, is why Meriwest has been my main financial institution for 50 years. Additionally, Yvonna does an Outstanding Job as Branch Manager. It is always a pleasure to go to Meriwest because, there is always "A Positive Vibe". All of the Representatives, especially HOA are Well Trained, Professional, Courteous and Customer Driven. Lastly, I want to denote that the Cleanliness of the Branch has to be in the top 1% of all that I have seen in being in Silicon Valley for 50 years. Well Done, Yvonna, your Team and Meriwest !

Outstanding account manager, Mr. David Cheng, competent, thorough, articulate, including some…read more"heads up" advice. I required an account with a safe deposit box, since Chase had closed that service. Account included savings/no fee checking with a low required minimum balance/safe deposit box at a reasonable annual rate, optional credit/debit card. Note their new savings account rate of 4.25%; U.S. treasuries paying 3.84. Other banks either offered no safe deposit box or placed one on a waiting list.

Very friendly staff. I have been coming here for years. My taxes are always done quickly and…read moreefficiently.

Helped with my business taxes and was very helpful. Easy communication and straightforward.read more

Joseph helped both my partner and I through a bad time. Both her parents died within a year, the…read morehouse was sold, profits divided. A cancer diagnosis also threw a wrench into our plans, but Joseph rolled with it, was very patient with all the crisis that kept occurring. He kept us on a steady course for retirement, and gave us good advice when we were freaking out. We very much appreciate him!

It's been a wonderful experience working with Joseph over the last year on our business & personal…read morefinancial planning. Partnering with a fiduciary in the Bay area was really important to us. He's a great listener who assesses and guides us through achieving our goals & desires for the short & long term. He has greatly helped us to communicate as a couple, exploring our different experiences with money, and interpret our long term financial goals into an actionable plan. Ultimately, it's our responsibility to put those plans into action, but it's also reassuring to have Joseph as an agent of accountability so we don't lose track of our own commitments.

Great communication via phone and office! I have using Michael for 5 years now and he is very…read morethorough. The office staff is amazing!! K

This review is long overdue, Mike and Benjamin at ABS are fantastic, they're both really…read moreknowledgable, honest, friendly and fair. They provided payroll services for my small business 8 to 9 years ago and as of recent, are taking care of my quarterly payroll taxes for my incorporated small business. They get the job done in a timely manner for a competitive price, what more could you ask for? A couple of hardworking, straight shooters from Fremont, yeah buddy! Thanks for holding it down for me all this time guys, keep up the good work, it's much appreciated!

First time requiring the need of a tax professional and being a CPA myself, I thought Sophia…read moreprovided excellent service. Sophia and team provided detailed list of items and a safe portal to upload them, no more sending in paper receipts! I have heard horror stories of preparers ghosting their clients, not Sophia, she kept us informed all along the process. Efiled today- 15 days early! Taxes made simple!!

I have been using Sophia's business for years now and really appreciate the great service and…read moreadvice.

It was a very challenging season because of all the new tax stuff here and there. I was very…read moreanxious, but the team really helped my family and me with all our tax concerns. The service is just top-notch - I appreciate how they were able to answer all our concerns easily. Totally, getting them again in the next season because they give value to our time and resources.

6 month follow-up update…read more. I know you may have been waiting with bated breath, so I'll try my best to keep this short. After 20+ additional emails (between both parties), we were finally able to receive our federal and state abatements from 2024. While this is good news and we are pleased with the outcome, it does not negate the unpleasant experience. After the last review, they took note and designated someone to call the IRS on our behalf, instead of repeatedly sending papers in the mail that the IRS would never receive. After receiving the federal abatement, we then had to ask them to help with the state abatement. In case you aren't aware (since I was initially not educated on this matter), you are allowed a 1-time federal and state abatement. Meaning, if you are in good standing, they will erase your fines, but not the interest. Some additional notes: 1. They are a global team, as their new name implies (Unified Global). This means that your team may be located in various time zones and countries. 2. Their software is straightforward and simple to follow, which I did appreciate. 3. Their timelines for filing, in my opinion, do not include a sufficient buffer if you have additional questions and/or corrections. We were asked several times to remove the last review, and after some thought, I have chosen to amend it. Similar to prior Yelpers, I believe that it they have improved their services, my initial review will just be background noise as the one off.

A huge thank you to Richard and his team for helping me out. I had made financial mistakes while I…read morewas younger, and Richard was very direct/transparent while guiding me through making plans to iron everything out. It was nice to be able to work together to address my concerns, and I appreciate how open and flexible Roundleaf has been for me. There was a time period where I was very overwhelmed and confused in the process, and a tip I have would be to not hesitate in asking ask Roundleaf to slow things down and explain everything thoroughly. I had to educate myself on things I didn't know about, and it took a while to learn that that was okay. The Roundleaf team was always available to answer questions, and they were very good about following up/staying on top of processes. Looking forward to more growth, and I'm very glad to have Roundleaf's support along the way!

I just started my journey with round leaf but feeling blessed that I now how support and…read morereassurances that my financial standing and credit score can get better!!!

We were originally quoted around $300 to pick up our sofa and dining table for donation. I already…read morethought it was odd that we had to pay to donate, but since it was for a good cause and we didn't want to send perfectly good furniture to the landfill, we agreed. When the driver arrived, the price suddenly doubled to $600 because the sofa is a sectional. That was never disclosed upfront and is completely unreasonable. This felt like a bait-and-switch. At that price, I'd rather junk the furniture than pay to donate it. I won't be using this service again, and I can't recommend it to others.

We met with Mr. Alexander (Alex) Holt - Habitat's Director of Home Preservation for issues…read moreregarding our old home on Tuesday 1/25/22. He was very helpful. We originally hoped to only get a new Air Conditioning unit, but Mr. Holt and his team decided after meeting with us, we should get both, a new AC and a new Heater. :) Habitat for Humanity, contracted with Prestige Manufactured Homes (John Accra.) The Prestige Manufactured Homes Team, worked with Dave McNall, and they worked on our home for the week of June 14, 22. We are very happy, everything is working well. :) We are enjoying our new AC this very warm Summer 2022. :) Thank You Alex, & Habitat for Humanity. Thank You John Accra - Prestige Manufactured Homes. Thank You Dave McNall - Dave's HVAC.