Awesome Service. Quick. Knowledgeable. Always on top of the latest Tax Laws and Reform…read more I have been going to Michael Ray for years. He never disappoints me. Makes things super easy with my income, rentals, expenses, business accounts, and deductions. I highly recommend him. Make sure you schedule an appointment early. He books up fast! I wish I could give more than 5 stars.!!

Let me just say, what a relief it is to have found a tax professional that is extremely…read moreknowledgeable and proficient. I had a great experience with Michael and he wasn't as expensive as going to those another tax prep companies. I'd definitely recommend giving him a call and speak with him about your tax matters. He will save you a lot of time and not have the headache.

HIGHLY RECOMMENDED! very knowledgeable and works hard to get you the best tax return possible!…read more This was my first time going to a private CPA since I've always just gone to H&R block and their commercials swear they get you the most money back and I had been suckered into their false corporate marketing scheme. This year I started a home office so I was told to find a good tax guy since H&R block never really goes out of their way to ask questions about misc. work expenses and I didn't get a great return last year. I don't know so much about taxes or write offs but he went over EVERY little detail with me and explained things very clearly that I didn't understand. I cant believe I threw money away by not doing this the last few years. He truly went out of his way to get me the most back possible but also being legitimate and making sure all right offs were legal so if I were to get audited I had all documentation needed. Hes great at what he does, easy to talk to, and it became very obvious he has alot of experience in the industry. :)

I'm a new client I have a business and needed a refile for my 2019 taxes. I signed power of…read moreattorney he got my transcripts and refiled my 2019 taxes. I called irs and checked on what he had done , did everything he said he would . His staff is extremely pleasant lovely and responsive Juliana and Michelle are helpful and every document I've sent or dropped off has been effectively scanned and or addressed. So far I'm having a great experience. I will provide update once my services are completed . Price wise I'm a believer in you get what you pay for he is a cpa with overhead and staff . I haven't seen how much he saved me on taxes yet but I can say he did the work he charged me for and I felt it was fair for the service I'm receiving.

Steve and his staff are very insightful and courteous. I recommend them for any financial…read moreassistance or advice.

I am giving one star because I can't give Steve Williams a zero star. I am very disappointed with…read moreSteve Williams our accountant for 8 years. He is one of those who professes to be a good Christian. My ex and I used to do the income taxes and took his advice for 8 years. He was clever and good in terms of taxes. However, as a professional he lacks of good ethics. When I was passing through the my divorce, he gave a letter to my ex stating that I went to his office when I didn't go for income taxes of 2022. He not even bother to check his agenda to make sure I wasn't there. Also, I think he was unprofessional that he gave a letter to my ex so he can used it in court against me because I was as good client of his as my ex was. Finally, he used to share information about other family member's finances of my ex with us during our yearly sessions. Sorry! but I certainly do not recommend Steve Williams.

Working with Kyle Clark has been a standout experience from start to finish…read more After a deeply frustrating experience with another financial advisor program, I was cautious about starting over, but working with Kyle has been a complete 180. From the start, Kyle was thorough and patient. He walked me through transferring all of my existing funds, helped me establish clear savings goals, and gave me concrete, actionable guidance I could actually act on. What impressed me most was his timing: all of this unfolded during a period of significant personal transition for me, and he handled every step with professionalism and calm. The results have spoken for themselves. My portfolio has reached record highs, and for the first time, I genuinely feel in control of my financial future. If you're looking for an advisor who is competent and steady under pressure, I can't recommend Kyle highly enough!

I've pretty much exhausted my ability to manage my retirement account now that it's entered…read more"Antihistamine money" territory (It's nothing to sneeze at) so I thought it would be a good idea to hire a fee-for-service fiduciary to look over my multiple accounts and give me some advice. Which ones do I combine? Am I investing too aggressively or not enough? What the heck is this fund? Nick Licouris did a fantastic job - we met twice, and he mapped out a detailed roadmap for me to get my financial house in order over the next few years, explaining everything in plain English anyone could understand. He confirmed I was headed in the right direction, but also pointed out a few things I was unaware of. He also correctly predicted how many hours it would take, so the cost was no surprise. I am very, VERY pleased with the results and I've recommended him to others and will probably hire him again, once I've executed the plan.

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 had a call with another financial advisor who made me feel guilty about my financial situation. A…read morelittle distraught, I gave Michelle a call. In just one 15-minute phone call, Michelle made me feel better and more in control of my finances (individual times and results may vary). I feel confident and empowered after getting her advice. I highly recommend giving her a call to see how she can help you.

I was referred to Stan and am so happy we gave him a call. In our case, we are doing a sale of a…read moreproperty from parent to child and needed to verify everything tax wise is correct. I tend to do better when things are laid out in front of me so I asked if I could stop by the office and he was able to meet with me same day (I got lucky since tax season had ended). The office manager, Janet, was great and made us feel welcomed right away. Stan was able to lay out everything and help us understand the process. He answered all our questions and was willing to have a conversation with our Estate attorney. I will definitely recommend him to anyone I know needing a CPA.

Stan & his office assisted me immediately to remediate a error notification from the CA State Tax…read moreBureau. Despite the fact I was not a long term customer and they had other appointments on the calendar I was reassured by Stan's quick assessment of what the problem was and his immediate contact with the state to rectify the error. I will definitely use Stan again.

I suspect I have the same goals as everybody else- I want a financial advisor who listens to me,…read moreunderstands my situation, and crafts a plan accordingly. Travis checked every box. I have never felt more taken care of; I've never had such confidence and peace of mind. I used to check my investment accounts every day? Worried about performance. Thanks to Travis and his team, I KNOW I'll have enough to enjoy a comfortable retirement. On the very rare occasions that I do check my balances, I am always pleasantly surprised. I could not recommend him more highly.

Unfortunately, this is a bait switch scam. I found it a little humorous (shame on me for thinking…read morethe offer was legit ). However, feel REALLY bad for the large number of older couples they prey on. They tell you that they unfortunately had an overwhelming number of interest that they can't accommodate. Again, feel really bad for the large number of people that were misled. Caution and beware...