I am very impressed with the work and services I received from this office. My taxes were…read morecompleteted and presented to me in professional port follio. I was very satisfied with the interaction I had with Shelly. She was thorough and knowledgeable and explained how things worked and I felt like i got an education concerning the IRS. I think Martinez is lucky to have someone of her caliber here. She is an enrolled agent which is a curious title. I had done my taxes myself previously but am glad I stumbled into her office - a quite by accident - while downtown. It's qute a a site actually. She works with another accountant and it looks like an old fashioned busy office. I enjoyed speaking with her as well. She is full of knowledge and will advocate for you best she can. Recommended.

I would give 10 stars if I could…read more Filing your taxes is never fun, and it is made worse by the fact that usually, the tax accountant provides no detail to you about your return for the previous year. Shelley is not like this. She is detail-oriented, and she has a forensic mind. I brought in my initial paperwork, and we talked for a long while, to give her a picture of my tax life. I left with a hand-tailored list she gave me, points of additional information that would reduce my tax liability. Once I had everything, she took me through my return, illustrating how each adjustment impacted the total. All in all she spent quite a bit of time with me. I never felt rushed, this wasn't a mere transaction for her. I felt she was genuinely invested in my best interests. She does handles the situation for her clients as well, so you don't have to hire someone else. I will definitely be coming back next year!!

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.

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

John is a wonderful trusted financial advisor. He takes good care of our family's financial health.read more

This is the worst place that I wouldn't give them my business. I was about to enter when I…read morewitnessed the receptionist go "postal" when a couple of developmentally disabled students were walking past the building on their way back to school, minding their own business and the lady behind the desk in front went berserk and started yelling at the poor students. It caught me off guard and frightened the disabled. It stopped me from going in and instead tried to and comfort them. I will never go back after experiencing such a heinous crime.

Faruk was a pleasure to work with! As we wanted to plan further for our future, our goal was to…read moreidentify areas where we are doing well and can improve upon. From the start, Faruk was personable and clear in communicating his services along with having a genuine interest in what our expectations were from this exercise. Fast forward a month, we have gained invaluable clarity and actionable next steps for our finances. Today, we still reference learnings and information shared by Faruk to help influence any financial decisions we may or will make. 100% would recommend Faruk to any family looking to understand their finances.

Faruk is a fantastic guy. I feel very fortunate to have crossed paths with him. He has been great…read moreat setting up our investments to be positioned well, even when the market is volatile. He has consistently grown my investments since working with him (not by single digit percentages either). He is very attentive and always takes the time to explain goals/positions clearly. Faruk is also very friendly, approachable, and genuinely cares about my financial goals. I trust his judgment and appreciate his proactive approach. I highly recommend him!

Very pleased with the tax return service provided by Joe Wu and his firm. Submitting data was…read moreclearly explained and easy to follow. Everything was handled on-line, efficiently. Looking forward to a good working relationship in the future.

This is the third year Joe has helped prepare my taxes and each time the process has been…read morecompletely stress free. He is on top of his work and I truly recommend him to anyone I come across. Thank you Joe, for being great at what you do!

Exceptional! I…read morereached out to Kenny about multiple insurance products - long term care, term life, whole life. Let me step back and say this first - My family has a long history of buying all sorts of insurance over the last 30 years. In that time, we have met many people in the insurance industry across various roles. With that context in mind let me say this. Kenny is amongst the most thorough, knowledgeable, and helpful people I have ever met. He is not trying to just "sell you something." Instead he works hard to understand why it is that you think you need the insurance you have asked him about, he uses his intellect and creativity to suggest other options if they are appropriate (his feedback many times proved better than my own initial assumptions and work), and wants above all to help you. He is responsive, razor sharp, and high integrity. I started this review with the word "exceptional" - well, there is "exceptional" and then there is "truly exceptional" and then there is "rarely seen level of exceptionalism" - and for me, Kenny is just that.

Was overwhelmed with trying to figure out my financial future, and Kenny took the reins. He was…read morepatient, comprehensive, and extremely helpful in providing lots of options. Definitely a trusted provider that I can't recommend enough.

Boris And KC somehow some way Robert seamed like such a good person and I decided to make the drive…read moredown from Oregon, it didn't even feel like I was purchasing a car it felt like I was at home with a friend. A 6 hour drive to come down for a cup of coffee from a local coffee shop and he treated me like family and that's why I made the drive down and come to you guys. And decided to buy a BMW M3. I had such an amazing experience and time at platinum Motors and I plan to do business in the future!!! I highly recommend purchasing a car from here I didn't even haggle or ask for a price change it was perfect.

I bought a 2017 Lexus GS350 with on 21k miles. I worked with Robert Schoevaars, which was a…read morepleasure. He did all he said he would, responded in a timely manner & just felt honest and trustworthy. Which was exactly what I needed since I was traveling from Fresno 200+ miles away. Hes manager Casey was pretty cool also. I knew it was the right place to buy from when I heard the worship music playing as I walked in. I recommend this place. Thanks guys. 2GodBtheglory!