I don't recommend this place - getting charged over $175 to scan documents and send to an email…read more They're thieves and I'm not saying this because I want to bad mouth anyone but this is insane. I work in law and scanning a document shouldn't be charged whether it's one page or 1,000 pages If their machine is slow as they claimed over the phone then why should the client be penalized then excuses it with "well my employee stood there for two hours!" So what?! That's why she's your employee that you hired to provide a service for an hourly wage. Not in my years of experience doing immigration work or personal injury work have I ever charged struggling families for this. That's not right. I can only imagine the insane amount they charge for getting your taxes done here. These are hard time for immigrant families, this is not the time to be greedy. Actually it never is the time.

After our previous tax preparer disappeared off the face of the Earth several years ago we had to…read morefind a new person to trust with our financial life... That person turned out to be Irene Christiansen, owner of OC Financial Services in Fullerton CA. Irene is professional & knowledgeable in all aspects of financial management, planning, & tax preparation! She communicates to her clients in a way that's accessible, helpful, & completely understandable -- She meets all her clients exactly where they are in their knowledge of their finances. Her fees are reasonable & her demeanor is warm & friendly. I am happy to have found someone to care for our financial needs that is trustworthy & thorough.

Maggie was very helpful over the phone with questions and I would definitely use her services again…read morefor tax prep! I had questions about how to manage my retirement funds effectively and how to mitigate tax penalties and Maggie was very knowledgeable about the potential impacts using just a few statements from my brokerage account! If I had known it was this easy I would not have spent months agonizing over what to do when we were able to answer my questions in less than an hour! Maggie is very responsive to inquiries sent through on the website and to phone calls!

Maggi was great. Super smart and passionate about investment planning and the tax consequences. I…read morestrongly recommend and would use her again.

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.

Writing an updated review from one previously. After the owner of the company got wind of our…read moreissues, he reached out offering to try and make it right. After a lengthy conversation he acknowledged our concerns and the areas of miscommunication and poor conduct by their staff. He vowed to make improvements internally as well as offered a refund for our service. Thanks to Tony for helping make a bad situation better.

These guys are good; I am talking GOOD! I might be a nice gal but when it comes to my money (or…read morethat of one of my real estate clients) I do not mess around; this is serious business. Andrew Carrol is nice too, but like me, he means business when it comes to money. He has his finger on the pulse of every tax change and law happening and knows how set you up for success. He always takes time to answer any tax questions my clients or I may have. Thank you NCH for always being there for me and my clients. We would be lost without you!!!

They had so many bad reviews they cut them out and wrote their own. Nick is interested in how much…read moremoney he can get, primarily from you. He does not recognize any type of fiduciary responsibilities. He did a terrible job on my account, Terrible.

Ryan has made a world of difference in my financial life. From our first call, he outlined current…read moremarket trends and gave me concrete guidance on how to invest wisely with limited capital. He quickly diagnosed my financial health and we discussed my goals--graduate school, present needs, and retirement--in detail. I tried investing on my own for years with minimal results. In just a few months with Ryan, I've achieved what took me years to reach on my own. He's outstanding to work with - he prioritizes communication, responds quickly to emails, and is always willing to jump on a call when I have questions. His market knowledge is extensive, and I trust his recommendations completely. I've recommended Ryan to friends and family, and I'd strongly encourage you to call Gerber Kawasaki and hop on a quick call with him.

The financial advisors at Gerber Kawasaki are incredible. From my experience, I've found the team…read moreto be insightful, knowledgeable, and attentive. The founders are exceptionally intelligent, and that expertise is reflected throughout the firm. I got to meet the team at their beautiful Santa Monica office where they are also great hosts. My advisor, Brett Sifling, has been especially great to work with. He is highly intelligent and takes the time to understand the financial goals and plans I have in mind. Rather than simply putting me into a standard strategy, he helps guide me with my specific goals at the center of the conversation while also bringing his own ideas and expertise to the table. I appreciate his ability to think strategically about what is held in my portfolio, why it is held, and the appropriate time horizon for each investment.

Jordan and his team ( Giselle, Kristi and Marlene) are very professional and trustworthy. All went…read morewell with our transfer of assets. We feel comfortable that our interest is their priority especially in this challenging market. Thank you all!!!

Jordan at GoldLine wealth management has done an excellent job in advising me in Roth conversion a…read moreportion of my 401K fund. Marlene also helped me to open the EquiTrust annuity account in support of Roth conversion plan. I highly recommend Jordan and Marlene at GoldLine wealth management office in Fullerton if you have any wealth management need!

Great team and they are very thorough and pleasant! Always accommodating and easy to work with.read more

Betty Lue Tang Yuk- has the best customer service! She always helps me when I need help with our…read morebusiness account. She goes above and beyond when I ask. Super grateful for employees like herself who make banking so easy for our business! She use to help me a lot at the brea location and I miss her there, but I'm super grateful weve maintained the communication and relationship!!! Thanks again Betty for always being such a huge help with our business account.

Rebecka has done 3 sales for our family. The latest included her involvement as a project manager…read moreto prepare a property for sale from a very dilapidated condition. Her extensive list of contractors allowed her to do all phases in a timely and cost effective manner. Did I mention that I'm out of state? Would not have been able to do this without her and she has always been cheerful and more than willing to help with anything requested of her. I'd given her 6 stars if it were possible.

I would highly recommend that you speak & meet with Rebecka if you're in the market to buy or sell…read morea property. She is a true professional, very knowledgeable, and a pleasure working work with. Rebecka showed us multiple homes and helped us make multiple offers. We got a little discouraged when some of our offers were not accepted in this competitive market but Rebecka told us not to be discouraged as the right home for us is out there. After several months, Rebecka helped us submit an offer and worked with us through all the matters in escrow. She also made some recommendations to us that were helpful as we closed escrow. The home warranty policy she got for us also helped in the months following our move. Thank you very much Rebecka!

When we first reached out to Michelle, my wife and I were feeling lost and honestly a bit desperate…read moreto get control of our finances. Living paycheck to paycheck--despite having solid incomes and no kids--was frustrating and stressful. We initially expected to walk away with a simple budget. What we got was so much more. Michelle didn't just organize our numbers--she gave us clarity, confidence, and peace of mind. She removed the fear we had around money and replaced it with a real plan and direction. More importantly, she set us up for long-term success and a stronger financial future. We truly can't recommend her enough.

I started working with Michelle 3 years ago under stressful conditions. My biggest takeaway was…read moreher encouragement, advice, and hope toward my then circumstances. She was kind and thorough in her coaching, and I give her my highest recommendation for helping see an accurate financial picture. Call her!

I went here because of positive reviews but I'm highly disappointed…read more Owe a lot of money towards federal and honestly if the accountant wanted to go above and beyond, they would ask for extra info to help you write off a lot of things you have to pay for through out the years but this place does the bare minimum. Even used the old address that we no longer lived at when we literally wrote down the current address so now we have to jump through hoops just to get our state refund.

Very knowledgeable staff when it comes to taxes! Friendly and prompt service. This is my fourth…read moreyear, having them do my company's taxes, and very reasonably priced I might say!