Requested a free consultation, and Tony was very helpful and honest during our online meeting…read more It's hard to find companies with knowledgeable individuals who can provide valuable opinion as many are like robots so it's refreshing to have someone understand your needs and try to give you their best advice. Hope to work with Tony at Crosdroads Planning for our future tax planning needs.

TL;DR: Worked with Garrett Jones at Crossroads Financial Planning for tax prep. Misquoted our taxes…read moreby nearly $4,000. Poor customer service -- impolite and dismissive. Once paid, they offered little further assistance. Significant miscommunication between staff members on essential elements of our filing. Longer version: We hired a tax preparation service to help navigate changes to our filing status after getting married. Our tax consultant, Garrett Jones, began working on our application with the wrong filing status. After correcting this error, there was poor communication regarding important changes that needed to be followed up on, which resulted in IRS notices arriving in June. When I raised my concerns with Garrett, his guidance was vague and he offered no clear timeline for resolution. Weeks later, with no progress made, I was left with the impression that once he had been paid, his investment in us as clients had ended. I spent approximately 10 hours on the phone with the IRS trying to sort out the status of our account. Throughout this process, Garrett maintained that I owed approximately $2,000 to the IRS -- when in fact I had a pending refund of approximately $2,000. In the end, we were left with a significant miscalculation, poor customer service, and no choice but to resolve everything ourselves. I'm still unclear what the fee we paid to Crossroads Financial Planning actually covered. Highly recommend taking your taxes elsewhere.

I get it. I, too, was clueless when it comes with financial education…read more My parents didn't teach me anything and growing up, I saw them struggled with money and for this matter, I was on the pursuit to learn so I can make better decisions for my future. And that's when I found out about COFEC (Community Outreach Financial Education Class) with the help of Sheng Vang and Terrie Bui through one of my colleagues. A few months ago, I joined one of their weekly Saturday workshops​ to help find the financial peace of mind. I was blown away by the amount of knowledge and their mission to reach out to the community to impact and ensure families get the right education with the right resources that fit best for their success. Never had I felt like this group was trying to 'sell' me anything I didn't need. All they ever wanted was to teach, impact, and clear up any concerns and guide people in​ the right direction. It sounds so cliche but you'd be surprised how many groups out there just want a piece of your dollar for the sale. COFEC wasn't that. I don't know how else but to say that I have finally found the group that fits best for me and the amount of stuff they teach you is​ priceless and invaluable. Thank you, COFEC, Sheng and Terrie for all that you do! Looking forward to entering 2019 and many other years after with you all.

Sheng and Terrie are two individuals who are truly special. They not only have a wealth of…read moreknowledge about financial planning, they are truly genuine and passionate people who want to help people and serve the community through financial education. I would have to say with so much conviction that their COFEC classes are one a kind. These educational classes open to the public offer so much information and value to anyone who is interested in learning about finances and learn what options are out there to better manage their financial resources. Inspired by their passion for education, my experience working with Sheng and Terrie was nothing but positive and I recommend them to anyone looking to meet with a Licensed Financial Professional. Thank you Sheng and Terrie for not only imparting your knowledge but also your passion for financial education!

Fantastic experience with 10 Tax Services! I brought my tax documents to them, and they were able…read moreto fix errors from previous years and maximize my EIC for this year. The team is very knowledgeable, professional, and thorough. Definitely worth the investment for peace of mind. I'll be back next year!

For several years now, I've been relying on 10 Tax Services to handle my taxes, and every time, the…read moreexperience has been smooth and positive. I highly recommend their services and I will certainly be returning next year!

I have invested with Wilson Financial for several months now, drawn to their advertisement of 7%…read morereturns without much risk of exposure of losing my principal (the "CD Alternative"). The later is reported to be invested in real estate in the Midwest. I have been receiving exactly 7% every month into my account. Certainly beats the meager returns from a bank CD, hands down. I have not attempted to withdraw my principal yet. I have found Mr. Juan Verdin to be very professional, prepared, punctual, patient, and appearing to be knowledgeable of his field. He kept meticulous records/memory of my profile.

I had to put some money from a retirement fund into another fund until such a time that it was…read moreneeded. Wilson Financial Services was extremely helpful in accomplishing that for me. The people in the office were also knowledgeable and helpful with answering questions. It is an honest business and I knew that I would be able to trust their expertise and advice.

Easy & pleasant experience! This is my 2nd year in a row filing my taxes with A.N. income tax. Last…read moreyear, I had multiple W-2s/forms but they handled it w/ ease & my refund was received very timely! This year, I was able to book a same day appointment which was great! Art helped me out with my taxes and made me feel relaxed about it all. Will definitely return next year & highly recommend their tax services! 10/10

I had a difficult tax issue that several accountants gave me mixed and wrong information about. I…read morewas a little discouraged about my situation when I received a message from Jose at A.N. Income tax. He assured me that he would be able to help me and after some messaging back and fourth we set up a meeting. He was so pleasant to work with and explained everything thoroughly. He really put my mind at ease about the process and has been a tremendous help to me with my issue. Of course these things are always so annoyingly ongoing and you never get away from having to deal with it year after year, so I look forward to having all my future taxes done through Jose and feel at ease that I am getting really great service at A.N. Income tax

Jason has been a great steward of our retirement financial planning. Years ago we attended a…read morewebinar that Jason hosted as we were initially looking to what we might need for retiring. We kept in touch and Jason was always willing to provide answers and guidance as we got closer to retiring. Now after about a year in retirement, we are very happy with Jason's advice and our retirement portfolio's performance to date has been excellent. So glad that we discovered Jason and Keep It Simple Financial Planning.

We started working with Jason a few years ago, before I and then my wife entered retirement. He has…read morebeen a (financial) lifesaver in guiding us through the process, giving great advice and education, and making sure that our finances were, are, and will be in order. He has pointed out many things in the complex world of modern finance that we were unaware of and saved us from several big mistakes. Where we were once very apprehensive about if we had enough money for retirement and what to do with it, we are now knowledgeable and confident. Finances are now one of the least of our concerns now that Jason is guiding us, and we are spending our retirement years enjoying life! We have easily saved/re-invested/made more money than it costs to have Jason looking over everything for us. And the peace of mind is worth its weight in gold.

Believe me my car should have been repossessed A LONG time ago…read more The biggest challenge was finding a lender to accept my terrible credit and payment history. But there was Veros the only finance company willing to give me an opportunity for a loan. I was late on just about every payment as I'm a single mom and something just seemed to always come up. But even after months had gone by Veros still took my payments and continued to allow me to keep my (very nice I might add) vehicle. Finally I had gotten so many payments behind and that was it.. they took my baby! I was just heart broken because who doesn't need their car?? But luckily for me my fiance was able to help me get it back and thankfully Veros was willing to give it back without raising interest or monthly notes. What im saying is Veros is a great company as long as your taking care of your business. They have no reason to talk down on anyone or be rude. In my experience I got so much love from Veros! Now I make automatic payments so I'm never late. And my payment history on my credit reports are 100 percent! If you keep it real with yourself.. you'll see what I mean. If you don't pay their job is to take back their investment. End of story. If you pay on time you shouldn't have anything to worry about. Straight up! Thank you Veros for giving me the opportunity that no other finance company would.

This company does predatory loans they charged me 28.5% I have paid over $5,600 in the past eleven…read moremonths and my balance is still close to what I originally paid for the car. BUYERS BEWARE !

I can't say enough good things about my experience working with Eddie! Before I found him, my…read moreexperience with another CPA was a complete nightmare--many things were done incorrectly, leaving me to fix them myself. I was kept in the dark, received little to no response, was given inaccurate information, and encountered several mistakes. It was incredibly stressful. I'm so grateful to have found Eddie. He is professional, responsive, and reliable--qualities that are extremely important to me. He answered all my questions clearly and thoroughly, and took the time to educate me on many aspects of managing an S-corp. I always felt informed and never forgotten. He stayed on top of payment schedules and got things done quickly and efficiently. I never felt lost or unsure throughout the process. Eddie is also very detail-oriented. He discovered a major oversight from the previous CPA--something I wasn't even aware of--and helped me correct it step by step. I was initially overwhelmed and stressed, but Eddie was patient, understanding, and even available during off-hours to guide me through it. Thanks to his help, everything on the business and accounting end has been corrected, and I finally feel like I'm on the right track. The accounting software he uses is also very efficient and allows me to upload everything in a well-organized manner. When dealing with so many numbers and accounts, that level of organization is a huge plus. I fully trust Eddie and highly recommend his services!

My last accountant was terrible! He made an error on my return which resulted in me owing money…read morewhen I was expecting a refund. And when I needed help correcting the return, he was totally MIA. I knew I had to find someone new who is trustworthy and reliable. Fortunately, I was referred to Eddie by a friend and have been very pleased with his services so far. I find Eddie to be very professional and knowledgeable. He gave me a quote before working on my return and stuck by his quote even though my return was a little more complicated than expected. He also looked at my previous return and identified the errors and omissions made by my previous accountant. Eddie is also very responsive and tech-forward. Most of our interactions have been via email but he makes himself available on the phone as well. He also provided me with tips for my next return so I could get a bigger refund. Thank you, Eddie!

After a Yelp search, to find a tax expert to assist with my unpaid federal taxes, and other…read moreworries, it took about 5 minutes before I received a response from Joe. I prefer to hire people who are paying attention to their own accounts as he did. Joe is charming and reassuring. Over the phone, he explained everything he would need from me and told me what to expect from him. He shared how he would help, providing best and worst case scenario. And a timeline. Joe moved away from California, but does return regularly as he's a Ducks fan and has season tickets. He may have been worth the price he quoted. I don't know. The two other quotes I got were more than 50% less than what he quoted. It does not make sense for me to pay 2x as much for somebody living in another state to do my taxes. I am writing this review because after and despite my explaining to him and his colleague why I would not be utilizing their services, I began receiving daily prompts to sign a contract. There was no contract when I let them know I would not be hiring them. Yet they sent it. It's seems shady to this old fart. The nerve!

Hired them to help me fix an issue I had with my 2024 taxes, they did that and everything was…read moregreat. I had a few questions about the return and I will say getting a response via email was a little tough, but then last night Joe spent an hour on the phone with me talking me through every step I need to understand with my LLC. I really appreciate how he went above and beyond. Recommended!

I have been using Rae's Taxes for over a decade it seems looking back at taxes since 2008 and never…read morehave had any issue and process is easy and always great service. I work for one of the biggest Tax Firms in California and still go to Melissa every year and will have it no other way!! A+++ service always thank you for the amazing service!!

Long overdue review for Rae's tax services. I've been a client since early 2000's. I've never had…read moreissues with my tax services. Melissa, Josh, and her team have always gone above and beyond. Their office is easy to find, right off Main Street.