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    Fleetridge Financial

    4.7 (30 reviews)
    Closed 8:30 am - 5:30 pm

    By appointment only

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    Services - Fleetridge Financial

    Audit and conflict resolution support

    Current year tax preparation and filing

    Past year(s) tax preparation and filing

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    Ask the Community - Fleetridge Financial

    Review Highlights - Fleetridge Financial

    I have been going to Darren for my taxes for the last 8 years, He is extremely personal, professional and efficient.

    Mentioned in 27 reviews

    Read more highlights

    CapForge

    CapForge

    4.5
    (23 reviews)

    I have been using CapForge for about 4 years. I started a side gig selling on Amazon and did not…read morehave the capacity to handle my own accounting alongside my full time job. CapForge are definitely Amazon experts and my accounts are always up to date. On top of their 5 star expertise, they offer incredible value compared to other CPAs or agencies out there. I have an accounting background so I am not talking from a perspective of ignorance, these guys are great! On top of my side gig, I am now using them a for a new start up entity and so far everything has been a breeze. Melissa and Elaine are the 2 bookkeepers I have dealt with and they are accurate, fast and really great to work with. Matt, the owner is also always available to jump on a call and discuss more complex issues. Highly recommend!!!

    I worked with CapFoege to organize our financials and numbers in 2018. We got off to a very rocky…read morestart as Matt their founder totally ignored all the data and information that I gave them to help them organize and get things categorized correctly. After numerous emails and calls they eventually got it right but created a lot of extra work for themselves and myself. When I followed up last week about organizing the most recent numbers the first email was ignored and the second one took them 6 days to get me a quote for something that should have been a quick email response. When I showed them the lack of correspondence via email they called and apologized but couldn't understand the accounting task and quoted an unreasonable number for the job. We agreed to part ways as my gut was telling me if were already having this many issues than it's not going to be a good fit.

    Root Financial Partners

    Root Financial Partners

    5.0
    (18 reviews)

    Although I am not reviewing as a client, I am leaving this review as a future client of Root…read moreFinancial Partners. If you're reading this, then most likely you are on the journey in getting better informed financially for retirement. And because you're looking up Root, then most likely you ran across videos of Ari and/or James on YouTube just like me, or on Podcast. When I initially started researching retirement for my wife and myself, I was fortunate enough to have "the algorithm" direct me to Root with James and Ari. The more I watched their videos, the more I became informed of answers to questions I did not know I had. What really drew me in to watch more of their videos, was their holistic approach to retirement, which was an option I was never aware of. And combine that with their ability to explain complicated strategies using their software with real case studies was a bonus. Anyways, back to the review... I reached out to Ari directly via email, and to my surprise, he responded directly to me (I was expecting a form letter). He personally answered the general questions I had and we scheduled a meeting to determine if they can bring value, to justify their fee structure. Unfortunately, when he reviewed my current portfolio structure/allocation in detail, he was honest and said they could not bring value to justify their fees. He then proceeded to offer some guidance to other advisors they recommend, and further explained how specific advisor strategies would be better attuned to my needs in the near term. I really appreciated his candor... But what really stands out is his willingness and continues to help as much as he can, of course without providing specific investment guidance. Up until now, even though I'm not a client, he continues to take the time to respond and answer questions I have from time to time. And not just basic answers, but simplified, detailed video explanations for a better/easier understanding. I can go on with this review, but after a while, it might sound too good to be true. All I can say is reach out to Ari (Root), and you'll see what I mean. Once we're closer to retirement and can take advantage of the holistic approach they provide, we'll be sure to reach out again. Thanks again Ari!

    The team at Root Financial Partners are impressively knowledgeable. James has a way of making…read moreeverything easy to understand and follow, and their charts and calculators simplify the process. He answered questions we didn't know we had! We feel very secure entrusting our financial retirement future to James and the Root team.

    Fleetridge Financial - taxservices - Updated August 2026

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