Working with Peter Chu at CTB has been an exceptional experience. Transitioning from one tax…read moreprofessional to another can sometimes feel uncertain, but Peter made the entire process seamless from start to finish. He took what I thought would be some of the more challenging pieces -- like the sale of one of our rental properties and making sure everything was handled correctly within our partnership. He made it all feel straightforward and manageable. What really stood out was not just the execution, but the thoughtful, relevant advice he provided along the way. His guidance gave me clarity on decisions and confidence that everything was being handled the right way. Overall, it was an incredibly easy and efficient experience, and I truly appreciate the level of care, responsiveness, professionalism, and expertise Peter brought to the table.

I love California tax boutique. They are very kind and offer advice and clear explanations of what…read moreis happening.

Outstanding team service, Josh helped me protect my family. Excellent communication throughout and…read morevery trustworthy.

Update to my review from a year ago, Josh and his whole team are so wonderful to work with! They…read morecontinue to surprise me with their level of detail and care for my financial goals and needs. Super patient with me as I make decisions as well. Thanks team!

Terri's classes are engaging and thorough. These will change your life and stress will be managed…read morethrough preventative measures and wise decisions in the way you handle money, debt, saving, and investing for the future. She gives you baby steps that are doable. It put my husband and I on the same team. No more fighting over our finances. Our relationship is so much better. Her classes had us laughing at ourselves and each other. What an eye opener! This is something every single couple should do. To be controlled by your debt or to be free of it, which one seems better? We choose freedom. Terri gave us that. I can't thank her enough for what she has done for us.

From the owner: I'm a passionate advocate for financial literacy, dedicated to helping others achieve financial…read morefreedom and peace of mind. My own journey began with the excitement and overwhelm of navigating the American financial system. After facing significant debt and financial challenges, I found lasting solutions through Financial Peace University and began applying its principles to transform my financial life. Today, I serve others on the path to debt-free living, offering practical advice and support to help them take control of their money and build a secure future. If you're sick and tired of being sick and tired of your current situation and are ready to make a change. You’re Not alone. Call me!

About 6 years ago Schwab blocked me from accessing my online brokerage account for unspecified…read morereasons. So I opened a brokerage account with TD Ameritrade. But now that Schwab has purchased TD Ameritrade, my TD Ameritrade account will be transferred to Schwab which means I will be blocked once again from online trading. I called Schwab and they said they cannot guarantee I will have online access to my Schwab account once my TD Ameritrade account transfers over despite being a TD Ameritrade client in good standing for 6 years.

Difficult if not impossible to meet with a person unless you are initially opening an account…read more Also phone calls leisurely returned. You get the impression of the Wizard of oz behind a curtain when you go into their office. Lots of empty cubicles. Have gotten conflicting information. Their online forms come with lots of problems and don't seem to accomplish what they seem to promise. Been trying for 10 days now to get a straight answer. Speaking to someone finally about misinformation, was told...well he's new. Is that an excuse? very disapointed with my experience with them

Katja had been doing my taxes for several years but ghosted me this past tax season. After…read moreuploading my documents on 3/23/26, she still has not responded to a single one of my communications whether by her secure website, emails, and voicemails. If you're not able to do my taxes, allow me the courtesy of telling me so I can find services elsewhere within a reasonable amount of time. If you want to miss your tax deadline, then this accountant is for you.

Katja has been doing my taxes for decades. She is super professional and personable. She has saved…read moreme a lot of money through the years.

This is the Sacramento branch. I've been helping my wife deal with this company. They are…read moreunprofessional to say the least, say they will call with news on a certain date but rarely do. A simple financial operation is taking many weeks which is to our detriment to the point I'm looking at hiring a lawyer as they are failing in their fiduciary duty and will be held responsible for any losses.

After my wife's intial move to H_M, I too rolled my retirement account into H_M.in 2010, Now, July,…read more2013, we continue to be more than satisfied. Another reviewer intimated that my origianal review had been a cut and past job. Had this person checked, he would have found that I've been yelping as a Yelp Elite for over 5 years and in no way would that have ever happened. We have other choices and choose to drive the 65 miles to H-M for their excelllent services. We have always had the same adviser, meets with us on a regular basis, and we couldn't be happier.

This place is a scam. If you want to lose all your hard earned money with the worst, uninformed and…read moreuneducated advice, join this place. And after the fact, the audacity and the arrogance after losing all my associates' money.

The support staff are friendly and efficient. The brokers are effective at meeting the individual…read moreneeds of their clients. They focus on making the clients earnings & have the latest research. Great Firm!

while the lady who helped me get my password reset was helpful. however her bedside manner sucked…read morebig time . she told me cause I am 30 years old that I will never understand anything because there is no instruction manual . I'm still pissed off from that

I must say shopping and dealing with insurance services for your car is never an easy or enjoyable…read moretask. This guy however, CC is not only intelligent, but completely respectful, thorough, personable and goes out of his way quickly (without a sweat on your part) to get you the best insurance for your hard earned dollar...plus he is just so knowledgeable and enjoyable to talk too. I trust them.

I've been working with Elizabeth at HM Partners for the past 3 years for both our taxes and my…read morein-laws', and it has been a great experience. The process is very convenient. We can upload documents and communicate through their secure portal before our appointment, which makes everything feel organized and stress free. Elizabeth is very approachable, easy to work with, and explains everything clearly without making it overwhelming. I really appreciate the peace of mind knowing our taxes are done correctly the first time. Highly recommend!

Julie was amazing to work with. She was professional, kind, and answered additional questions that…read moreI had about my taxes, which were more complicated than previous years. I recommend her to anyone who has a unique tax situation and wants to feel confident in filing.