Jason has been a great steward of our retirement financial planning. Years ago we attended a…read morewebinar that Jason hosted as we were initially looking to what we might need for retiring. We kept in touch and Jason was always willing to provide answers and guidance as we got closer to retiring. Now after about a year in retirement, we are very happy with Jason's advice and our retirement portfolio's performance to date has been excellent. So glad that we discovered Jason and Keep It Simple Financial Planning.

We started working with Jason a few years ago, before I and then my wife entered retirement. He has…read morebeen a (financial) lifesaver in guiding us through the process, giving great advice and education, and making sure that our finances were, are, and will be in order. He has pointed out many things in the complex world of modern finance that we were unaware of and saved us from several big mistakes. Where we were once very apprehensive about if we had enough money for retirement and what to do with it, we are now knowledgeable and confident. Finances are now one of the least of our concerns now that Jason is guiding us, and we are spending our retirement years enjoying life! We have easily saved/re-invested/made more money than it costs to have Jason looking over everything for us. And the peace of mind is worth its weight in gold.

Great. Quick . Thank you Bharmel and Associates. I will see you next year . I hope. Easy to talk…read moreto quick response

We've been their clients for over 5 years for business and personal taxes. The team is responsive,…read morefriendly and knowledgeable. If I ever have any questions, they always make time to answer my questions and ensure that they have my best interest in mind. The personal touch customer service is the primary reason why I'm still with them. Big shout out to Eric who's been handling the majority of my accounts recently. Thanks for your time and patience!

I am absolutely amazed how caring and paying attention to details Sung Yi is, and I must write…read moreanother review about Sung Yi and his wonderful accounting services. Recently I downloaded my 2019 tax return via portal to prepare for a pandemic business relief fund program and I had such a hard time figuring out the operating revenue and cost for various quarters in different years in the application. To my total surprise, shortly Sung emailed me that he noticed I accessed the portal for some tax files and wondered if there was anything that he could help. Literally within minutes of a few emailing, Sung responded that he can sort out the numbers for me in 2 days. The response and problem solving time were so prompt and much faster than I could anticipated. I have been a long time customer with Sung for my business and personal taxes and accounting needs. It is very heartwarming to learn that he cares for a customer and his/her accounting needs, and treats him/her with an enthusiasm, integrity, and professionalism the same way he has since the first day a business relationship started.

BEST CPA ever!! I never thought I'd have fun doing taxes -…read moreuntil I hired Sung to help me with mine! He made the whole process so easy that all I had to do was sign at the end. As a 1099 independent contractor, I had no idea where to even being. He explained the entire tax situation to me and made me feel more at ease with what I had to deal with. He was extremely helpful, patient and understanding!! He was very prompt in responding to my emails, and even more efficient when it came to actually preparing what I needed to file. He maximized my returns and helped me understand what needed to be done after I filed. There was no shady business with Sung - everything was done by the book. He prepared a well-presented professional booklet of my return for my personal keep. He went through my tax return line-by-line, showing me where all the numbers came from and explained it in a way that made sense. I was VERY impressed by his level of professionalism and his friendliness as well. Definitely going to keep seeing him for all my accounting needs - as well as upcoming investment needs.

Couldn't ask for a better CPA. Been working with Jonathan for about 2 years, and I've been very…read moreimpressed by the speed of communication, detail in responses and advice, as well as the level of problem solving. Jonathan and his team are very knowledgable and up to date. Highly recommend! Stop searching and interviewing and just hire RNH LLP, you won't regret it.

I was highly disappointed with the service provided to one of their female clients who is 93 years…read moreold and disabled. Jonathan Nguyen was unresponsive after several attempts made by the client to discuss the status of her tax return. It took 2 months to complete her basic Form 1040 tax return for tax year 2022. I reached out via an email to Jonathan; he hasn't responded. Maybe Jonathan only works with clients who have large Corporations. My advice: If you're considering getting your 1040 return completed here, look elsewhere. RNH, LLP and Jonathan are too busy and lack compassion for the elderly and smaller tax returns.

I am an immigration attorney with Green Maple Law Group based in Irvine, and I am a client of…read moreAdvanced Planning Financial & Estate Services. Mr. Albert Aizin is the Principal; he is a detailed financial adviser with thoughtful and analytic approach to my questions. I find his value investing (more conservative) approach particularly refreshing, because he not only takes the time to explain his reasoning, but he always pulls supporting evidence outside of the typical sources that one would expect a financial adviser to pull information from. This demonstrates Albert's expertise and resourcefulness in dealing with a wide range of financial advising questions. I especially appreciate Albert and his staff tirelessly reaching out to existing clients to know how we are doing financially, and how we can plan for a better tomorrow. Even if Albert cannot offer a particular product that would make sense for an investor, Albert would not hesitate to give referral or obtain resources to help the investor. Albert has pointed me to several outside resources. Much appreciated! If you need to break the ice and talk about things other than finances, Albert speaks French and loves cars. Go to Albert!

Albert Aizin a financial planner and financial adviser. Albert has a wonderful hands on touch. He…read moreis extremely thorough when going through our financial investments. He absolutely makes sure that you understand every aspect of your investment and are comfortable with his recommendations. My husband and I have used Albert's services for years and we have felt entirely comfortable with his advice.

Came back this year to file our taxes, they moved to a bigger location which is more convenient…read morewith a big parking lot. As usual Mina met us on time, provided us with clear guidance, explaining all details in a simple way. Great value for our time and money. Very much appreciate his great efforts to maximize our tax return. Also everyone in the office is very welcoming and cheerful!

I can't say enough good things about my experience working with Eddie! Before I found him, my…read moreexperience with another CPA was a complete nightmare--many things were done incorrectly, leaving me to fix them myself. I was kept in the dark, received little to no response, was given inaccurate information, and encountered several mistakes. It was incredibly stressful. I'm so grateful to have found Eddie. He is professional, responsive, and reliable--qualities that are extremely important to me. He answered all my questions clearly and thoroughly, and took the time to educate me on many aspects of managing an S-corp. I always felt informed and never forgotten. He stayed on top of payment schedules and got things done quickly and efficiently. I never felt lost or unsure throughout the process. Eddie is also very detail-oriented. He discovered a major oversight from the previous CPA--something I wasn't even aware of--and helped me correct it step by step. I was initially overwhelmed and stressed, but Eddie was patient, understanding, and even available during off-hours to guide me through it. Thanks to his help, everything on the business and accounting end has been corrected, and I finally feel like I'm on the right track. The accounting software he uses is also very efficient and allows me to upload everything in a well-organized manner. When dealing with so many numbers and accounts, that level of organization is a huge plus. I fully trust Eddie and highly recommend his services!

My last accountant was terrible! He made an error on my return which resulted in me owing money…read morewhen I was expecting a refund. And when I needed help correcting the return, he was totally MIA. I knew I had to find someone new who is trustworthy and reliable. Fortunately, I was referred to Eddie by a friend and have been very pleased with his services so far. I find Eddie to be very professional and knowledgeable. He gave me a quote before working on my return and stuck by his quote even though my return was a little more complicated than expected. He also looked at my previous return and identified the errors and omissions made by my previous accountant. Eddie is also very responsive and tech-forward. Most of our interactions have been via email but he makes himself available on the phone as well. He also provided me with tips for my next return so I could get a bigger refund. Thank you, Eddie!

I requested a tax consultation with Daric for my 2026 filing to ensure I'm on the right track. He…read moresurpassed all expectations - providing a great price and very thorough deliverable. The spreadsheet had an easy to understand overview of my situation, and I was even able to adjust the numbers to see how changes would impact my tax liability. He was quick, responsive and very kind. I HIGHLY recommend using him for tax consulting or preparation.

Daric was very helpful and knowledgeable when I consulted with him regarding my side business tax…read morequestions. He advised me thoroughly and helped me understand my options. I would highly recommend his service!