Had to go here months ago to fill out paperwork for an independent contract job. The 2 ladies that…read morehelped me were efficient and helpful, I was given a pamphlet of info they needed filled out and given back, they had me read through some other random paperwork, they took an oral swab for drug testing and I was out of there in approximately 30-40 minutes.

The folks here have been a truly wonderful support to our business. Really a tremendous resource.read more

Juan was very knowledgeable and professional. He was able to answer my tax questions and give me a…read moresolid understanding of my tax benefits. He was easy to talk to and very helpful! He's a better choice than major tax firms!

Juan helped us with our 2023 taxes. Juan was personable, knowledgeable, professional, efficient,…read moreand reasonably priced. We definitely plan to work with Juan on our 2024 taxes and beyond.

A good lawyer is everything.... - Lew Ashby…read more So we decided that given all the changes we have had that our decades old trust was no longer cutting it, and decided to simply start out fresh. We had poked around our area and none of the local estate firms really seemed to fit our needs. At the suggestion of a good friend we gave the Yee Law Group a call. From beginning to end the experience was excellent. In terms of getting this done we were the ones that lagged a bit and every time we provided or revised something, we heard back in less that one business day. The were friendly and professional at every turn. We headed up to Sacramento and signed the documents with no fuss. Friendly, competent legal services with reasonable pricing? Look no further

I practiced law in Chicago for many years before retiring to Northern California, so when I need a…read morelawyer for help in an area of the law outside my own expertise, I am very particular about who I retain. When my wife and I needed our trusts redone, I researched available law firms specializing in wills and trusts. Yee Law Group stood out during my research, and we are very happy we chose them for this project. At our first meeting with Michael Yee, it was obvious that he was an expert in this area of the law. He confidently answered all of our questions in ways that made his answers clear and understood. He gave us full confidence in every aspect of the professional relationship. Importantly, every communication with his staff was friendly and helpful, and it made us feel as though we were important clients of the firm. Our project is now complete, and it is easy for me to add my own 5-star review to all of the other 5-star reviews earned by Michael's law firm. The professional fee charged was fair, and I highly recommend Yee Law Group for all legal matters relating to wills and trusts.

I was referred to this firm by a family member, and she handled my 2024-2025 tax return. I provided…read moreall required documents more than a month in advance, but due to her workload, the return was submitted on the filing deadline. I was not given an opportunity to review the return before submission. Afterward, I discovered a significant number of errors that resulted in several thousand dollars in financial impact. I raised these issues with her, but she initially responded that the tax season was over. After multiple follow-up emails, she eventually amended my Form 1040; however, the amended return contained additional errors and made the situation worse. At that point, I had no choice but to hire another CPA to correct the mistakes and clean up the filings. I have never encountered a CPA with this level of incompetence. If your tax situation is even moderately complex, I strongly recommend staying away from this firm.

I was just referred and switched CPAs to Diana with/ DulceVida and could not be more confident in…read morethis decision. In our initial conversation with Diana, she was thorough on her expectations of the action items she needed from us up front and answered all our questions. (Also I want to note that she was accommodating to our after-hours schedule for this initial meeting - Im a true believer in work/life boundaries and that she was taking from her family for our meeting - this did not go unnoticed and was appreciated) Her delivery methods of our sensitive documents and information were comfortably secure. She was very timely with initiating our tax filings and reaching out with preliminary status. Our discussions with her were very motivating as we talked about additional types of filing options, write-offs, etc, all of which we were not aware of. She is very knowledgeable about the tax codes, including new and expiring laws. She kept us updated on the status of our filing and pending associated items, and followed up to check the status of our refunds. Diana's knowledge and confidence in what she does showed itself in just our FIRST experience with her. Her presence on social media regarding tax information is engaging and convenient. I look forward to her upcoming workshops and how much more we can learn from her about our taxes.

I highly recommend meeting with Jim and learning how he can help improve your business. In my case,…read moremy business was always busy but still somehow struggling. In only four coaching sessions, my confidence and competence with my business has grown tremendously; the profitability growth is significant and measurable.

Jim and I met at a Folsom Chamber event and I was immediately drawn to his personability and…read morecommunication skills. I signed up for a coaching session with him where he gave me excellent immediate feedback on my communication skills toward my clients, which actually focuses more on my listening and questioning skills in addition to how I make my statements of value to them. I have been able to ask for his advice in how to approach different situations and opportunities that have come my way and has been a great source of calibration of my efforts and encouragement through the normal challenges of new entrepreneurship. His calm demeanor and ability to provide authentic and personal perspective has provided me confidence and energy to keep pressing through challenges and continue my progress.