Melissa is great. I found her after my accountant of almost 50 years retired suddenly. She was…read morealways there to answer questions, and my return was done quickly and efficiently. I loved working with her and would recommend her in a minute.

I love that 805 Accountant makes bookkeeping and taxes simple for the small business owner. Rarely…read moredo you get partner-level service from bookkeeping to tax planning/preparation services. Look no further for your financial needs!

I've had nothing but great results from my relationship with Schwab. I have a "personal " advisor…read moreand she's been very helpful.

From the owner: Chuck Schwab started a stock brokerage company with a simple question: isn't there a better way?…read moreThat question led to the establishment of a new kind of investment firm - with a more contemporary approach to wealth management based on a set of core values and beliefs, not just profits and losses. These core beliefs have led to 40+ years of serving clients, innovating on their behalf, and developing brokerage products and financial services that put them - not us - first. At Schwab, we offer a wide range of wealth management services, personalized financial advising and retirement planning, and expert investment research, as well as a number of complimentary workshops covering everything from investing essentials to complex trading strategies. Brokerage Products: Not FDIC Insured - No Bank Guarantee - May Lose Value

I've been using Marian Business Services for about 3-4 years now for income tax purposes and their…read moreamazing! The quality of work and customer service is outstanding. I've never had a better group of people prepare my taxes.

From the owner: All your business financial needs!! Bookkeeping…read morePayroll Sales Tax Financial Planning and Analysis Incorporation Papers Income Tax Preparation And much, much more...

I engaged Bob Carey to prepare my corporate return and anticipated working with him on my personal…read morereturn as well. The corporate return was prepared accurately and within the fee range disclosed in the engagement letter, which I paid promptly. However, when I asked follow-up questions regarding differences between his methodology and that of my prior CPA, the interaction deteriorated significantly. During a phone call, he raised his voice ("I don't need to take this crap...I'm DONE, OK??"), used hostile language, and abruptly terminated the call. Within minutes, he returned my personal tax documents by email, effectively ending the engagement during filing season. While his technical work on the corporate return was satisfactory, I found the communication and professionalism during this exchange deeply disappointing. Clients transitioning from another CPA may reasonably have clarification questions, and I did not feel those were handled constructively. Others may wish to consider communication style carefully when choosing a tax professional. Now I have to find someone new right in tax season with no referrals and no smooth transition.

I was referred to Liz by a fellow hairstylist. Can't begin to describe how thankful I am that I…read morefound her. She helped me get organized with my finances and small business. She assisted me with retirement planning and saved me from paying thousands in taxes. Shes my girl!

I can't say enough good things about this attorney. Eric Ridley has helped me more than once, and…read moreeach time he went out of his way to offer guidance, answer my questions, and follow up with me. I originally reached out when I was dealing with a debt collector who was constantly harassing me, and he took the time to explain my rights and walk me through my options. His advice made a stressful situation feel much more manageable. What stood out the most wasn't just his knowledge, but his kindness and genuine willingness to help. He took the time to talk things through with me, responded to emails thoughtfully, and made sure I understood everything without ever making me feel rushed or pressured. It's rare to come across someone who is both highly professional and truly compassionate. If you're looking for an attorney who truly cares and takes the time to support you, I would absolutely recommend Eric Ridley.

Outstanding work done at a very fair price. Things took a bit longer than expected, but I enjoyed…read moreworking with Eric and was impressed by the breadth of his knowledge.

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!

We all make mistakes--it's how we resolve them and then learn that makes the difference…read more After I bought my first home, I began using credit to purchase needed items. I'm an inpatient person which didn't help the situation. I accrued quite a bit of debt which weighed me down each month. I decided for the betterment of me and my new fiancé to do something about it. I called New Era and after a short discussion I was enrolled in their program. I was fortunate enough to have some equity in my home that I used to fund this program, after selling it. From there New Era went to work. They negotiated almost all my outstanding accounts down to less than half and now I'm debt free. I couldn't be happier with the process, people, and negotiators that all worked tirelessly to get me to where I am. Thank you New Era!!

I'm not happy at all with my experience, was with New Era/Versita Law for over a year & only…read moreexperienced upsells, slow settlements made & no clear explanation of how much of their fees were taken out of the account. I enrolled jointly with my wife & we had just over $20k in debt & only seen 3 accounts settled after I paid over $9k into the program! A complete waste of time & money, I had small debts with each creditor mostly under $3k & they barely did anything!

I was recently introduced to the Banc of California, Oxnard, CA location, to set up a banking trust…read moreaccount. It was an awesome experience. I have utilized another bank for a variety of accounts and have found that recently they seem to have increasingly less concern about providing excellent customer service. Banc of CA was the exact opposite. I worked directly with Raylene, the branch manager and she went above and beyond my expectations. Weeks later I called her to get some other information about how to manage some checks that I received and even though this had no impact on my account at the Oxnard branch, she spent a great deal of time advising me how to proceed. I highly recommend Banc of California, Oxnard branch and in particular the staff there, especially Raylene.

A few family members of mine use this bank for their business banking needs and the service that…read morethe banking personnel offer has been outstanding. Naturally I decided to open my own business account here. Raquel and Veronica went above and beyond to make me feel welcomed. They were very attentive and knowledgeable, friendly and showed outstanding customer service. Most other banks do not offer the level of attention that the personnel here give. I highly recommend this branch location for your banking needs.