We committed to working together, I felt they were unresponsive once we started uploading docs…read moreetc., and they then suddenly told us they'll no longer work with us with no explanation and didn't respond to any follow-up questions. We're now left with very little time to find a replacement and we'll probably lose a lot of money as a result of this surprise from them. Facts: we agreed to work together at the start of this year. They shared a portal for us to upload docs into. It took us a few weeks to get started uploading those docs but we're still within their purported time-frame in mid-February. We had some access issues that, for myself, they fixed; that was not fixed for my wife and we had to bug them several times in the last week before our scheduled tax prep meeting. They then reached out to me, saying that they can no longer work with us and that they'll delete all the files I uploaded to their vault. When I asked them why, they did not respond.

I've been working with Akram at All About Your Taxes since 2021, and I can honestly say he is the…read morebest tax professional I've ever had. Before finding him, I was going to a lady in Chinatown because her prices were cheaper, but I quickly learned you get the kind of service you pay for. Mistakes were made on my taxes, and I needed someone reliable and knowledgeable to fix them. That's when I found All About Your Taxes, and Akram helped me amend the errors and get everything corrected. Since then, I've stayed with him every year because he is extremely thorough, detail oriented, and professional. The entire process is always smooth, seamless, and stress free. Akram truly goes above and beyond. He takes the time to explain everything clearly, answers all of my questions, and always acknowledges my emails. Akram gives great advice that is tailored to my situation. I always feel confident that my taxes are being handled correctly. I am so happy I found Akram and I highly recommend him and the team at All About Your Taxes.

Gary is extremely knowledgeable and stays up to date in his education which is extremely important…read moreto me. He listened and provided answers to immediate concerns and met all expectations (and then some!). Highly recommend Gary to anyone who is looking for an expert in the finance/tax planning field.

I had a 15-minute introductory consultation with Gary, and I cannot recommend him enough. As a…read morefirst-time small business owner, I was completely overwhelmed by the whole sole proprietorship transition. Gary was incredibly patient, helping me navigate my confusion regarding 'cash basis' accounting and clarifying why my specific contracted work resulted in a W-2 rather than a 1099. ​What impressed me most was his honesty; he explained that my current tax situation is simple enough to handle via software and encouraged me to save money by filing myself this year. He even provided AI-generated notes from our call so I could stay present in the conversation instead of scribbling notes. If you want a CPA who is knowledgeable, tech-savvy, and has high integrity, Gary is your guy

We've been clients for almost 10 years and have worked with most of the firm as they've grown…read more Tessara (fka Ballast point financial planning) has been instrumental in guiding us as our income and net worth has climbed. Shawn has also been a trusted resource for referrals to other services we have hired in the Bay Area and we're so appreciative of him. Most recently, Vidalia is our lead planner and she is fantastic! She is knowledgeable, responsive and personable. I admire how she handles my questions in such a calm and composed way which I know can be challenging sometimes since I handle clients in my own career. We've "graduated" now that we have a stable financial plan but will have no hesitation becoming clients again if our planning needs change in the future.

Shawn with Ballast Point helped us do a one-time consultation of our finances. Shawn was incredibly…read morethorough, looking over all of our financials then providing advice on specific questions we had (if we should keep our home as a rental vs selling, advising us on stock options, etc) as well as letting us know where we could make some adjustments to our savings and brokerage accounts. We got advice on our kids' 529 accounts and upping our life insurance policies and Shawn gave us the name of a fantastic law firm who handled creating our living trust. The Google spreadsheet with the breakdown of our finances and things for us to consider in the short and long term was also great and something we will absolutely be using in the future to track our assets. Very grateful for Shawn and BPFP!

When I left the corporate world and started doing contract work on my own I wanted someone to help…read moreme grow my retirement plan. A friend recommended Dave Magnuson and I haven't looked back. Dave is incredibly smart, knowledgeable and very easy to work with. He took the time to get to know me, my longterm goals and what I was comfortable with. He is great with communication and lays out options in a way that you understand but also feel empowered as you gain more knowledge of your financial health. After seeing my retirement portfolio grow we have now added financial planning for our children. We feel so secure with Dave handling all of our family's needs. Last summer my mom retired and back we went to Dave to make sure she was making the best decisions for her life during retirement and that she would have a comfortable financial future. My mom feels very stable in the decisions they made together and so appreciates the comfort level she felt with Dave during a huge life change.

David is exactly what I was looking for - an extremely bright guy (Stanford grad, Georgetown law)…read morewho can advise on and manage all of my financial needs. Not only can he manage IRA and other retirement accounts, he can advise on employer's 401k investment options (even though he can't manage them directly) and he can take care of estate planning and other family-related legal needs. He's super friendly and easy to talk to - not pushy or salesy, and very patient with questions. He makes complicated investment concepts easy to understand, and backs up his strategy with decades of data.

Decent, friendly, and easy going... They've always greeted…read moreme upon my entrance. I think the reason is because they aren't always overwhelmed with customers like other banks. I love showing up once a month and have one of the tellers actually remember my name.

Been to this place, i think last month. Service was great, people was helpful and account opened…read morewith no issues.

I have relied on Dion not only for my family's health insurance needs but have also referred…read moreseveral friends and relatives to her services without issue in the past. However, recently it has become increasingly difficult to receive a return call from her or her office. I nearly missed the deadline to change my Medicare plan because, according to Dion, she had been busy. While I understand that business demands can increase, I expressed to her that this explanation was not professional. If she was unavailable, I should have been informed by her or her staff so that I could have sought assistance elsewhere. Keeping clients waiting until the last minute--especially when I had only one day remaining to enroll--is unacceptable. I had left messages months in advance and made multiple attempts to follow up with both her and her office. I have also heard similar concerns from relatives I referred. Business growth is certainly positive, but it should not come at the expense of client service and communication.

I was upset at the delay involved and it turns out that is the fault of CIGNA, when I heard from…read moreDion we changed to another ins co., the process wasn't easy complicated by I had 2 choices which were offered and I clicked on the wrong one setting Dion into action again, poor gal really had to work on my application as well as last minute problems with other clients! she got things corrected and I'm insured. Happy now!

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.

Do they need another 1 star review? They sure do…read more I was wondering why there were chairs in the line. First time I have ever seen that. Came on a weekday around noon and there's 6 people waiting in front of me and one teller. If you want to wait 45 mins+ for a transaction for your own bank account then come to this branch. I figured people have complain so they put chairs for people to sit while waiting in line. I was on the chair for 15 mins and gave up as that one teller was still helping that first customer in line. I complain about the ridiculous line to the branch manager Arlene. She says she knows it's a long wait. Ok, so do something about it instead of having customers wait that long for their own bank acct services. 0/5 stars

The banker Han Kim messed up my application despite me verbally confirming the information multiple…read moretimes and showing a copy of the info. I don't know how you can be that incompetent. You have multiple verbal confirmation, a digital and physical print out of the info, and you still enter the data wrong. What happened to double confirming your entries? He called me a few days later asking me to come in because he needed to change it, at first obfuscating his mistake, even pointing fingers at me, before admitting that he miss-input my information. I've worked in this industry before. I know what the system looks like. Mistakes happen, sure, but the attitude is equally important. Han should have came clean immediately on the phone, apologized, and asked if I was available any time this week to come in instead of trying to pressure me to come in immediately regardless of my schedule or obligations. The avg rating you see on Yelp is accurate. Make sure you double check their work because they won't.

Since everything is online, I hardly o inside the bank…read more This week, I decided to walk in for a transition, and honestly, I enjoyed it. It was Friday, and this branch was a little crowded, but everyone was working efficiently with their customers. I only waited for like 4 mins and went to the counter. Jay was very kind and friendly. He welcomed me politely, and since it was a hot day, he asked if I needed water. Now who does that these days? He took care of my payments quickly and kept smiling during the said thank you! Honestly, we often miss human contact with each other and avoid each other as much as we can. I left very happy, and this branch is surely lucky to have an employee like Jay. Thank you for all your help, Jay.

This particular Chase Bank location is not very convenient. The ATM is positioned awkwardly on the…read morefar side of the building, which means you have to park, then walk a considerable distance, and even climb stairs to reach it. The layout feels inconvenient, especially if you're in a hurry or have mobility issues.