Victor was great, he was able to guide me on how to submit all my documents through the portal so…read morehe could file my taxes. He was quick and answered all my questions.

I've been working with Victor for the past few years, and I was thrilled to learn that he opened up…read morehis own tax service business. Victor brings a level of care and attention that is hard to find. He listens and takes the time to understand your situation. He does everything possible to help you get the best possible return. If you're looking for someone you can trust, he's your guy.

A free 45 minute session with Joe really provided me with great insight into my financial life. I…read moreleft with clear goals on what I needed to do and how to better improve my situation to quickly reach my goals. I will be booking more appointments with Joe in the future to ensure that I'm still meeting my goals later on.

My husband and I had our first financial session with Joe and we cannot thank him enough for his…read moreguidance and expertise when it came to understanding our stock options! He took his time to understand who we are, what our priorities are, and what our financial goals are for the future. We look forward to partnering with him in the future! Thanks Joe! You're the best!

Kelly was amazing to work with! Our loan process was smooth and quick. She was responsive and…read morepatient, helped us understand all the paperwork every step of the way and answered all of our questions and concerns. I definitely recommend Kelly for your financial services!

I worked with Kelly on a very complex short-sale transaction with a difficult bank. She kept my…read moreclients informed throughout the process and she worked diligently with the bank to aggressively negotiate a fair transaction for my clients. She coordinated the communication between both parties smoothly and as quickly as possible. She was responsive, helpful, and considerate. She understood that my clients were going through a challenging time and she was compassionate in her dealings with them. I highly recommend Financial Mechanics Group.

Paul has been my agent for years now, this review is long overdue. While he has always provided…read moreexcellent service I was especially impressed by his attention with my most recent claim. I was rear-ended on the freeway and despite it being Saturday evening Paul took my call and was immediately a calming presence. He went above and beyond to get the ball rolling. Unfortunately my car was a total loss but when I reached out to Paul for a quote his wife Helen responded almost immediately with multiple scenarios. It's reassuring to have such personable and professional agents serving my auto, home, and life insurance. Thank you Paul and Helen!

Paul is probably one of the hardest working agent's I've ever gone through. He actively gets back…read moreto me whenever I have questions regarding my Car insurance as well as my upcoming Home Owners insurance! Over the years I've been with Geico, USAA, and AAA. All of whom gave me decent quotes but never explained what could be covered and I was generally on my own. Paul gets to explaining and helps me understand what I am covered with, what my deductible is for and how my premium payments are calculated. I've even recommended him to some friends, not just for business but for complications with their own insurance and in one instance, a friend that just flat out had a gap in insurance where he wasn't covered. Luckily my friend got the issue resolved without much money coming out of his pocket and got plenty of help from his insurance company mostly thanks to Paul's advice! Thank you for all your help Paul! Keep up the great work!

Have been a client for 20yrs+. We were using the same accountant till he retired. Now we are…read moreworking with Alex who has moved the family business to the next st, Commercial St with a new business name as American Choice Tax Service. Every year I get my tax and file with in a week. I live in Las Vegas but every year I come back to get my tax prepared. He will usually have it finished by a week before I leave town. A very honest business.

RBC Wealth Management The Carmichael Group…read more1331 N California Blvd, Ste 650 Walnut Creek, CA 94596 RBC Wealth Mgmt has several offices at 1331 N California in Walnut Creek. I had an appointment with Robert Carmichael, of the Carmichael Group. Robert was my late Aunt's financial advisor, and managed her assets. Based upon the results, he did a great job. I was there to review my share of the estate. Robert's decades of experience gave him the ability to discuss subjects in depth. He knew the answers to all my questions and concerns. In general, I had a positive experience and left with a clearer understanding of my options. https://us.rbcwealthmanagement.com/carmichaelgroup/ Parking validation available

My review is for Janet Cho, Enrolled Agent. Janet has been preparing my taxes since 2018. Last…read moreyear, it appeared that I owed an unexpected large payment that was the result of an incorrectly issued 1099-R. She went above and beyond assisting me with pulling the paperwork necessary to prove that I didn't owe taxes on that distribution, and filed the taxes to calculate a refund instead of a payment (the agency refused to correct the document). She is extremely knowledgeable and communicates what is needed to ensure the minimum tax liability concerning transactions that would impact capital gain/loss. I highly recommend JC Tax Services LLC.

After some dissatisfaction with our tax preparer, my wife and I searched for a new one. Following…read morelocal recommendations, we interviewed Janet Cho of JC Tax Preparation and left that meeting highly impressed. We found an individual highly articulate, knowledgeable, and bright. Within two weeks, our returns were ready. In our second meeting with Janet, we became joyfully impressed! Finding deductions our previous man had missed, Janet earned us large refunds from both the feds and the state. And, she had sage advice for us going forward, making herself available to answer questions throughout the year. I can't recommend Janet Cho more highly. If ten stars were available, I'd give her that. My only regret is that we didn't find Janet Cho years ago.

Thank you Maribel and team for helping on renewing my Business Insurance , Auto, Home and Life ! I…read morehave been with Maribel's Insurance office for many years now and we appreciate the transparency and honesty through the years. She's friendly , treats me and my family .. like family, professional and very efficient..the best! Even though we have gone through many rate changes over the years , she does an excellent job explaining coverages, why we pay more and providing recommendations. I had a recent claim (break-in) at my place of business and I happen to reach out in the middle of the night and I was able to get through, not only did I get ahold of her in the middle of the night but she came (onsite) with overnight security to make sure my business did not get more break-ins through the night! .. as is seem to be happening in my area . Wow.! she genuinely cares and did not make me feel like just another customer ! Where can you find that kind of service and more important response?! She has earned my business for years to come, she really went above and beyond . I recommended Maribel's Agency to all my friends and family, especially if you have a business! Claim filed , paid and hassle free.. I challenge you to contact her agency. Thanks again !

Thank you Maribel's Agency ! I was looking for life insurance,I called in & made an appointment…read more She was very friendly, accommodating & professional when I came in. Maribel genuinely cared that I understood fully before I purchased. She explained in detail, provided me information & answered all my questions. I feel very confident in Maribel & the policy I purchased! Excellent service!