David has been a phenomenal resource as I have embarked on building an Executive Coaching business…read more Lots of very positive energy, helpful suggestions and strategic framing on business development and marketing. I highly recommend David for support in framing out a new business idea and ensuring that you are focusing on the right things at the start. Five stars all the way!

I called David today, after going through a rough patch yesterday when my small business was…read moretemporarily banned from Mailchimp. I realized it was time for some outside assistance. I can't rely 100% on my own limited experience. David Mitroff (the man in the picture) was extremely generous with his time over the phone. I told him abt a potentially risky sales contract I was considering. He took at least 20 minutes to go over with me how I can mitigate that risk and what I should do to prepare for negotiation. He did not have to do that. But he wanted to make sure I didn't get scr3w3d over. He didn't want to see me fail. For that reason, Piedmont Avenue will be the first place I come to once I'm ready for a deeper strategic conversation and more hands-on assistance. Will update once I have more to say. Thanks David!

Had a last minute business meeting with colleagues who are members at this co-working space which…read moreis exceptional - a variety of meeting spaces, amenities, and membership options.

The Daily Desk is a nice place to work. I had appointments in Fairfield so I rented an office for…read morehalf the day. Their facility is professional, clean and welcoming. I am so happy that I found this place to boom. This is my go to in Fairfield. I will definitely be back. I chose a small office but they placed me in the conference room. I had trouble with the remote tv monitor. The staff were helpful and friendly. The admin at the front tried to help. She got my computer working with the remote tv but it kept disconnecting and lagged. I gave up and used the portable monitor that I brought with me. They provide snacks, which is fantastic for clients. I commuted over an hour, so the drinks and snacks came in handy. The remote tv monitor may have been user error. I will still go back and use the Daily Desk to meet clients in the area.

I had a 15-minute call with Gary, and he was able to answer all of my questions and point me in the…read moreright direction based on my tax needs. I really value his honesty and his willingness to help. His knowledge and experience made me feel confident that I was getting the right guidance. I highly recommend Gary for anyone looking for a knowledgeable and trustworthy CPA.

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 have had great experience with Justin at Truevir. he's helped me over a year now. his education…read moretrainings are free and he really just wants to help me grow.

Justin has been a long-time, trusted family friend to both my husband, Steve, and me. We chose to…read morework with Justin because we were confident in his ability to manage our financial needs with integrity and professionalism. Justin has been an excellent financial advisor. He is knowledgeable, professional, and always available to answer any of our questions. His advice has been invaluable in helping us achieve our financial goals. We highly recommend Justin and his company Truevir Financial's services. 10/10!

I have been working with Tracy for about 5-6 years now. Words honestly cannot describe the amount…read moreof help and impact Tracy has had on my life. Her humbleness, curiosity, wanting to understand and help me walk through my challenges and fears has immensely helped me get through MANY situations in life & with my business (even when I didn't want to). With every situation always came a positive outcome. This is how powerful her techniques and working with her are. If you are looking for guidance in life or business I highly recommend Tracy. Her impact has been so powerful and life changing that I lwill always say EVERYONE NEEDS A TRACY!

Where do I start?!?! I've been working with Tracy for years now. She has been able to coach me in a…read moreway that no others could. Tracy takes the time to understand your situation and gives you hard feedback in a very gentle way. She helped me understand/see situations from the other person's perspective, which changed how I responded dramatically. (Nobody else could do this. I always got defensive.) Tracy has not only helped me professionally, but in my personal life as well! She has such a beautiful energy and that makes the interactions with her, so much more enjoyable! I highly recommend Tracy at Introspection. She's simply...the best!

Getting my taxes done again here this year. Very professional business, always nice to visit here,…read moreit feels like you have the smartest people by your side. Clean waiting area and good parking, very close to the freeway.

I reached out to this company because they offer a free 30-minute consultation, which caught my…read moreattention. I scheduled a call and got a confirmation, but on the day of the appointment, no one called me. I followed up about an hour later and was told the rep had an emergency, so we rescheduled for two days later. The same thing happened again. It's now been over an hour past the scheduled time and still no call or communication. At this point, it feels like the free consultation doesn't really mean much if they can't even show up or follow through. This is supposed to be the stage where they make a good first impression, and unfortunately that didn't happen. If they can't respect my time before I'm even a client, it's hard to trust that they will after. Overall, pretty disappointing experience. Edited: picture added in response to their company rep's message.

A good lawyer is everything.... - Lew Ashby…read more So we decided that given all the changes we have had that our decades old trust was no longer cutting it, and decided to simply start out fresh. We had poked around our area and none of the local estate firms really seemed to fit our needs. At the suggestion of a good friend we gave the Yee Law Group a call. From beginning to end the experience was excellent. In terms of getting this done we were the ones that lagged a bit and every time we provided or revised something, we heard back in less that one business day. The were friendly and professional at every turn. We headed up to Sacramento and signed the documents with no fuss. Friendly, competent legal services with reasonable pricing? Look no further

I practiced law in Chicago for many years before retiring to Northern California, so when I need a…read morelawyer for help in an area of the law outside my own expertise, I am very particular about who I retain. When my wife and I needed our trusts redone, I researched available law firms specializing in wills and trusts. Yee Law Group stood out during my research, and we are very happy we chose them for this project. At our first meeting with Michael Yee, it was obvious that he was an expert in this area of the law. He confidently answered all of our questions in ways that made his answers clear and understood. He gave us full confidence in every aspect of the professional relationship. Importantly, every communication with his staff was friendly and helpful, and it made us feel as though we were important clients of the firm. Our project is now complete, and it is easy for me to add my own 5-star review to all of the other 5-star reviews earned by Michael's law firm. The professional fee charged was fair, and I highly recommend Yee Law Group for all legal matters relating to wills and trusts.

I have been coming here to do my taxes for a few years now based on the recommendation of my aunt,…read morewho has referred countless clients to Thomas Porta. After getting my taxes done this year he quoted me $150. I noticed he overcharged me $30 and overcharged my aunt $100. When she called his office he was EXTREMELY rude and unprofessional, stating that he can change the prices however he pleases, and then hung up the phone on her. When she sent him an email he stated that she wasted his time and will be dropping all the clients she recommended to him. I don't know where the entitlement comes from but that is no way to run a business. If he wanted to raise his prices that's fine but taking my credit card from my hand and telling me you are going to charge $150 and then actually charging $180 is just unprofessional. It's clearly time for this man to retire he's lost his marbles

I have been a client of Tom Porta for over 25 years, from living trust, investments, and tax…read morepreparation Tom has always been Excellent. Give him a try and you will see for yourself.

I referred Crystal and her company, Run Right Business Consulting to one of my 30+ year clients…read more She has done an amazing job, helping them focus and respond to the changing business landscape. I believe a referral to someone is paramount to one's own business, as it is for the person whom is receiving the expertise of the person being referred. Trust is what keeps a 30+ year client, and Crystal and her team made that on going relationship possible.

Are you a professional who wants to increase your profit? I have the solution for you in the form…read moreof Crystal Shanks of Run Right Consulting. Crystal is a numbers-driven CEO and Business Coach. Crystal brings 15 years of experience, sharp tech skills, and a talent for getting to the root of the problem and building systems that work. Crystal coaches businesses and executives to generate substantial revenues and maximize profit. Crystal has experience with law firms, real estate, doctors, insurance, restaurants & bars, coaches, and CPA's. If you need a coach who can help you get things to run right, think of Crystal Shanks of Run Right Consulting.

My wife and I have been working with Natalya the past 5 years and she's been awesome and great to…read morework with. It was important to me to establish a relationship, and not just a "transaction" - so I value the professional relationship we have had with Natalya over the years. Natalya has worked on our personal tax returns and the ups and downs of multiple business tax returns over the years. As needed, I've also reached out to Natalya (she's also a Lawyer along with being a CPA) regarding topics that require a lawyer - and she always refers me to another lawyer in her network accordingly if it's not within her area.

My husband and I needed a accountant/tax lawyer to help us with a tax return that was flagged by…read morethe IRS. I found Natalya on YELP and called her office. Within 24 hours her office set up a ZOOM call with Natalya. She explained her process and fees upfront. She was able to find the mistakes that were made and is now reviewing another return to make sure we don't receive anymore letters. Her work ethic is amazing and she is both professional and friendly. I 100% recommend her for any tax needs.