We have had Jennifer as our insurance agent for about five years now and we could not be more…read morepleased with her service. We have our home insurance through her as well for some rental properties. The rental insurance was complicated through our previous companies and got quite confusing, especially in regard to inspections and requirements. But with Jennifer it has been much better. She is easy to contact, always gets back to us quickly with answers and solutions and always very pleasant to deal with. She is great and we highly recommend her.

I am a Real Estate Broker for over 20 years. Over those 20 years, often I have received calls…read morefrom different escrow companies needing immediate insurance quotes and service. This is where Jennifer is so helpful. She answers the phone, replies to emails immediately and is often able to help us get immediate quotes and coverage. That ultimately means that we get to close escrow and have happy home buyers. I highly recommend Jennifer and want to thank her for all of her professionalism.

Loyalty Funding has really served me well. Financial agent, Dora Jover assisted and literally…read morewalked with me through the whole process. Not only has Dora helped me with one refi, she went out of her way to contact me when the interest rates lowered and we just got through another even lower refinance! I recommend Dora Jover to anyone! She is fabulous!

I've had the pleasure of working with Stephanie for the past year, and I can confidently say her…read moreservice is exceptional. Very knowledgeable, detail-oriented, and consistently go's above and beyond to ensure everything is handled accurately and efficiently. What truly sets Stephanie apart is her responsiveness and willingness to take the time to explain financial matters in a way that is easy to understand. Whether it's tax planning, filing, or general financial advice, I always feel informed and confident in the decisions I'm making. If you're looking for an accountant who is reliable, experienced, and genuinely cares about their clients, I highly recommend Stephanie and her company. Brian Blome CEO Global Security Co-Operative Inc

Stephanie is very passionate about her work and she is very organized and professional. I would…read morerecommend her services to anyone looking for reliable bookkeeping services.

Sandra and Peter have been very helpful and attentive during my escrow. Sandra's customer service…read moreis excellent as she always answer my question and helps me solve any problem that we ran into. I am very thankful to work with them

Sandra Culjak recently consulted me on my home loan. She was extremely knowledgeable and readily…read moreavailable even when I contacted her outside regular business hours. She was very professional yet charming and personable. She gave me excellent advice. I highly recommend her.

I really wanted to love them but they are horrible. Not sure if they have adequate customers now…read morethat they care less about newcomers. I found them on Yelp and decided to acquire them for my 2021 tax. Upon calling, Susan answered and transferred me to Alvin, whom introduced himself as a CPA. He provided me a quote for the cost of my filing which I agreed; the price was unbelievable so I referred other friends to him. I submitted all my documents to him and then he disappeared. I called his cellular number, no answer..email no answer. After calling the office and reaching Susan, he responded and forwarded my documents. I questioned it because I didn't make much more than the previous year, however, whatever he did, I was paying triple the amount of tax. He made some adjustment and although it was still double what I paid for, he refused to explain or do any further work on file, complaining the fee he offered me was "too cheap". I'm sorry but you quoted that-I didn't force you. What was odd was, I ended up getting a penalty because there was an error; again, it was so difficult to reach him for clarification-I ended up paying the penalty of $1,800. My friends had the same experience. They went to his office and sat with him; thus, he still made so much error and refuses to review it. Sadly, when they called, left voicemail to request for a copy so they can have it review by another CPA, no answer. It goes directly to voicemail. Definitely never going back to him and I would not recommend him. If you misquote a customer, that's on you as a business but you should never provide crappy services and dismiss their emails/calls. If anything, take accountability and explain your wrongful quote and provide the proper quote/price. Even so-if you don't want to be audited but have errors, don't go here.

I wanted to thank you for the excellent accounting work that you and your staff have done for our…read morebusiness. As you know, I approached you with quite a mess. We had received poor advice on accounting procedures and had countless errors as a result of that; we were using bookkeeping software that wasn't necessarily designed for use as we needed it and we were inputting information using methods that would not give us accurate reporting. In addition, we had numerous problems with our methods of handling payroll. All of these situations were making it almost impossible to conduct our business. Despite all of these problems you and your staff approached the work with an open mind, and in a matter of months everything had been corrected, I was educated in how to use the software to meet the needs of our business, payroll was functioning properly and errors had been corrected. As an accountant, you continued to address problems when they arose in a timely and efficient manner, which allowed us to be more effective in our business. I especially want to express my thanks to you for the exceptional assistance I received in tax preparation, both for our business and personal taxes. The problems we had had prior to when you first took over our accounting were addressed quickly. Additionally, you worked extra hours to complete our taxes to allow us to meet several deadlines which were crucial to our business. We have been very satisfied and look forward to continuing to work with you.

Melissa did an awesome job finding the best rates and loan for us since we're self employed. She is…read morevery knowledgeable and professional. I highly recommend you talk to her before you go anywhere else. Thank you Melissa for all your hard work. You ROCK!!

I had a hard time qualifying for a loan on an investment property in corona Del Mar bc I'm…read moreself-employed. Melissa was able to act as liaison between me and the underwriter and explained to the underwriter my complex financials which allowed me to qualify for a loan $800k more than traditional banks were willing to lend me since they didn't understand my business model. She is an expert at underwriting which makes her a great mortgage banker bc she can rebuttal any push back the banker gives you. And she super funny and so much fun too.

This was the worst experience I have had. Denise took me on starting my business and promised she…read morewould help me, I cant tell you how many times I was promised my books would get done and never did. Dozens of calls and emails that never got replied to, and to finish it all she said that she couldn't help me with my books right before they were due and told me to find someone else. I wouldn't recommend them to my worst enemy.

We have used Barrett Solutions for the last 9 years and had excellent service. They are very good…read moreat bookkeeping and communicative. They have provided outstanding service to us.

Emily came highly recommended and did not disappoint! This was the first year we didn't do our…read moretaxes ourselves using online software. Emily saved us a significant amount of money on our taxes, was super responsive, and communicated clearly. The process was also really simple. I feel a bit sheepish that we waited so long to get professional tax help now that I know how easy the process could have been, and I'm so glad we found Emily!

Emily and her team do amazing work. She is very informative and makes you feel like you are her top…read morepriority. I filed my business and personal tax returns with her for the past two years and she makes the process so stress free. I highly recommend her!