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.

Let me start by saying, hiring Jacquelyn was the best financial decision I've ever made. I knew…read morewithin the first five minutes of speaking with her I had found what was missing in my life. Trying to understand finances, if it's not your field of expertise, can be intimidating, to say the least. Jacquelyn took the fear out of the future for me. She took care of me from day one. She took the time to really get to know me and what my goals were. I wasn't even sure at the beginning. The nice thing was, it was okay not to know. Jacquelyn works with you to help figure that out. Her level of knowledge and professionalism is unmatched. Her charm and creativity are a welcomed bonus. Truly, do yourself a favor and make an appointment to speak with her. Your future is worth it.

I have been with Edward Jones for many years and moved my accounts to Jacquelyn Wright about a year…read moreago. I was so impressed with her level of knowledge and customer care. Jacquelyn really took a personal approach to get to know me as a person which gave me confidence in the decisions we made for my investments.

We have been using Earline La Buy CPA for several years now. She is very efficient and really is up…read moreon everything that needs to be done. I recently closed a business and her help was invaluable. We are continuing to use her for our personal returns and have every confidence in her advice. She has been referred to me by many business friends and I trust her judgement.

Procrastinates, provides misleading information, does not communicate well. Promises to complete…read moretasks by a certain date, but does not do that. No communication why tasks are not completed in a timely manner.

Ana Cortes is very professional and I can do my taxes through Email.I just love…read moreprofessional,friendly,understanding people!

Ana is very knowledgeable & fast! Glad I found her, she will…read morebe my go-to tax person from now on.

I had a complicated tax situation in 2025 involving multiple streams of income (1099, W2, 401k…read moreconversion, etc) and though I made quarterly payments, I knew I was going to need an expert to help minimize my tax bill. I learned about EAs from a community whatsapp and went in search of one. After looking for several weeks and reaching out to a few, it was Phuong's rapid response (by email and phone) and his kind demeanor that helped make my decision. Overall, working with Phuong was straightforward. After agreeing on an estimated cost, Phuong invited me to a secure portal to upload all of my documents. Alongside, Phuong provided a checklist to help guide all of the files/info that you should consider uploading. This was very efficient and helped expedite the process. From beginning to end, it took only a few weeks. It would've gone much faster, but I was delayed in uploading documents, so I caused the delay. Alongside, Phuong answered one-off questions as needed and quickly. And I had a lot of questions! But Phuong was always willing to help. The best part? Phuong confirmed I was actually owed a refund. I was stunned. Is there any better result than that? Of course, this means my quarterly payments were on target, but I'm not sure I would've reached the same result on my own. I can't recommend Phuong enough. He was fast, friendly and importantly, secure. I am certain I will be working with Phuong for all of my tax needs moving forward. Thank you Phuong!!

Phuong was extremely responsive, knowledgeable, and followed up without any extra action on my…read morepart- which I really appreciated given how terrible it feels when you have started a process with someone and you have to constantly reach out to get a response! Phuong was a professional throughout the entirety of the process and guided me through calculating and the actual process of paying off quarterly taxes with patience and kindness. He also gave me an estimate of the price before conducting the service and was very transparent. Highly recommend if you are starting your own business!

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.

We have been using BMG for many years and we are very happy with the service and thorough approach…read moreto taxes. If you want to get your taxes done by a great family business that takes care of all your financial needs, you have found the right place!

I can't believe Wayne and Eileen have just two reviews on Yelp, it goes to show they have so much…read morebusiness they don't need Yelp, Lol. My parents have been going to them for about 45 years, I believe the first few years were started by Wayne's mother. This is such a class act and great family business. Even though they moved to their current location many years ago we still travel 45 minutes to an hour to gladly have our taxes prepared by them. I am the second generation who has Wayne prepare my business taxes and I have referred a few friends to him over the years. He's a really easy going guy who knows his stuff, to simply put it. I hope they never retire!

I go to this bank multiple times a week due to my job and I have great relationships with all other…read morebank tellers except Angelica. Angelica is extremely rude and has attitude all over her face. She never converses with me like the other bank tellers. I've gone to her a few times to see if maybe she was having a bad day but that's simply not the case. She's just rude. I now let others go before me if I'm next in line for her. If it wasn't for her, this bank would receive a 5 star given how kind the other bank tellers are

I may just be lucky but I've only have great experience inside this bank. The security guard at the…read moredoor is friendly and greets me with a smile while holding the front door as I enter. And the tellers are very helpful with scheduling appointments to meet with the bankers, even though you can also do that online. They interact very patiently with their banking guests, who can sometimes be irritated to find out an appointment is required. Generally their appointments run on-time, but sometimes the line for the window tellers does get pretty long. The parking lot often has people milling around or sleeping or selling things, but I still feel safe when I come here thanks to the attentive gentleman at the front door.

Incredibly patient with all my tax-filing questions (and there were a lot!), and took the time to…read morewalk me through the entire process so I actually understood what was going on. I never felt rushed or talked down to--just really supported. Something I hadn't really experienced with the last person I used and had done for many years Super knowledgeable, easy to talk to, and most importantly, I felt like I could totally trust them. If you're looking for someone who's patient, insightful, and genuinely helpful, I definitely recommend.

Professional, knowledgeable, connected, dedicated, straightforward and compassionate in a…read moreprofessional way. Good at what they do.

I have been a Patelco member since 1987. I have never had any issues with my money and/or any of…read moretheir services. All the staff have been extremely nice! I don't understand some of the negative reviews. Today, my husband and I went to this Patelco location to get documents notarized. I remember Patelco gives free notarization to members. Alex Sanchez, Branch Team Lead, helped us with getting 6 documents notarized. Alex was so helpful from beginning to end! He was pleasant, helpful and patient. This young man deserves more than this review! Come visit a Patelco branch. And if you happen to visit the Brentwood, CA branch, see Alex Sanchez. He can assist you with all your banking needs!

Patelco deserves a 5 star rating. I have been a member for about 10 years and my experience with…read morethe branch, online and on the phone has been top of the line service. Even when they shut down access due to the cyber attack, I appreciated what they did to protect our accounts.