Requested a free consultation, and Tony was very helpful and honest during our online meeting…read more It's hard to find companies with knowledgeable individuals who can provide valuable opinion as many are like robots so it's refreshing to have someone understand your needs and try to give you their best advice. Hope to work with Tony at Crosdroads Planning for our future tax planning needs.

I contacted Crossroads Planning after my mother passed away to get help with estate and tax…read morematters. John's presentation was clear, professional, and very informative. What impressed me most was the compassion they showed. Their kindness and expertise meant a great deal to me, and I've saved their information to use their services again in the future.

Terrie Bui is absolutely amazing coaching, training, and providing value to those she works with,…read morearound, and for.

This wonderful Financial Plannings, Tax and Retirements office has offered the COFEC: Community…read moreOutreach Education Class; it is free, meaningful, practical and very educational! Please come to enjoy the new learnings and/or to share what you already know/want to know more about: finance, investments, retirements, insurances, taxes...subjects are different for every meetings. Trust me you won't be bored. **for Vietnamese speaking: cong dong minh co the biet them ve Terrie qua phan phong van do PhoBolsaTV thuc hien; da duoc dang tren YouTube voi tua de: "Chuyen gia noi gi vu cong ty My lua dao cong dong Viet quan Cam 25 trieu do?"

The service here is amazing, Irene really explains everything in detail and creates a comfortable…read moreenvironment to complete our taxes. It is a valuable and reliable service and I enjoy coming here each year.

After our previous tax preparer disappeared off the face of the Earth several years ago we had to…read morefind a new person to trust with our financial life... That person turned out to be Irene Christiansen, owner of OC Financial Services in Fullerton CA. Irene is professional & knowledgeable in all aspects of financial management, planning, & tax preparation! She communicates to her clients in a way that's accessible, helpful, & completely understandable -- She meets all her clients exactly where they are in their knowledge of their finances. Her fees are reasonable & her demeanor is warm & friendly. I am happy to have found someone to care for our financial needs that is trustworthy & thorough.

Maggi was great. Super smart and passionate about investment planning and the tax consequences. I…read morestrongly recommend and would use her again.

Maggie helped me file my taxes this year and made the entire process very easy. This was my first…read moretime using her service (former tax preparer had retired) and was very pleased with her knowledge, expertise and efficiency. In 60 minutes she was able to prepare and submit (electronically) my taxes for 2023. I was prepared but was still very pleased with how quickly she was able to process information while getting necessary forms ready. I look forward to having her prepare my taxes next year as well and definitely recommend her services.

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.

Jason, is amazing at simplifying and helping me understand the importance of saving and planning…read morefor my retirement. In our first session he sat down with me and taught me how the stock market works and various concepts within the retirement planning process. He then showed me what can be possible if I start saving and investing now while I am still young. After having spent time teaching me the various retirement concepts and answering my questions. He helped me create a savings plan that is right for me. I am so grateful that I met with him. Thank you!

My husband and I recently reached out to Earl from Wealth Arc Investments to explore setting up a…read morefinancial advising session, and we couldn't be more impressed with the experience. From the moment we connected, Earl was incredibly generous with his time, spending a full hour walking through our unique financial situation in detail. He took the time to truly understand where we're at, asked thoughtful questions, and offered a wide range of insightful recommendations tailored specifically to us. What really stood out was his ability to clearly explain technical terms and concepts that had confused us for years. By the end of the call, we felt more confident and informed than ever before. To our surprise, Earl didn't charge us for this initial session, which speaks volumes about his character and commitment to helping people. When we asked about his rates moving forward, we found them to be very reasonable, and we absolutely plan to return once we've implemented his advice. You can easily tell once you meet with Earl that he is genuine, highly knowledgeable, and truly cares about the people he works with. If you've been considering working with a financial advisor, we highly recommend giving him a call. He's an incredible resource and a wealth of information.

I had the opportunity to speak with Earl on the phone for nearly 30 minutes yesterday and I cannot…read morerecommend him highly enough! I had two main questions / concerns about my finances that had been weighing on me, and he took the time to clearly and patiently explain everything in a way that felt accessible and empowering. He gave me truly 10/10 advice completely free of charge, which honestly feels rare these days, especially when it comes to money. It's clear that Earl genuinely wants to help people and is not just in it for himself. That level of integrity and generosity really stood out to me! I will absolutely be referring others to him and will not hesitate to reach out again if and when I need more guidance. Thank you Earl!

We needed a new tax person as our long term one had retired. A couple friends had referred us to…read moreMike at Sackett Financial. We are extremely satisfied with his services and at a reasonable rate! Thank you Mike, we are your new long term customers.

Mike has done my taxes for 27 years. He is knowledgeable, professional and thorough. He is also…read moretrustworthy and very honest. He and his team make the tax preparation process easy.

This place has managed my portfolio since march of 2021. I had an initial balance of $265k and am…read morenow sitting at $275k after 40k of withdrawals last year. Several years of unprecedented market growth and my portfolio only grew 6%?! Absolutely inexcusable, and very very poor performance on their part. I was better off leaving my 401k with fidelity. Centaurus charges way too much in fees for such little returns. 0/5 - do not recommend!

From the owner: Centaurus Financial is a national independent broker/dealer licensed to offer securities and…read moreinsurance products in all fifty states. Centaurus is registered with the Securities & Exchange Commission and is a member of SIPC (the Securities Investor Protection Corporation). Founded in 1992, Centaurus Financial was formed with a singular focus - to provide a platform of unparalleled service, support, technology and education to independent financial advisors in the securities industry.

I have had an amazing experience doing all my taxes with Peshke Financial. The team is organized…read moreand gets everything filed and completed in such a timely manner. Makes this time of year beyond easy. Thank you!!!!

Chad and his team are awesome. Super quick, organized, and on top of everything. Chad gives solid…read moreadvice, and the whole process is smooth and easy to follow. Honestly, I'm so glad I found them.

Kathy, my CPA for 3 or so years now, responds super fast, even at crunch time. She is direct and to…read morethe point, wasting no time, and always punctual. She charges a fair price and helped me get a substantial refund last year. Cuz of an annoying K-1 that always comes late, I have to file an extension every year, but she has been appropriately conservative in estimating the amount I should pay both the IRS and FTB just in case on Apr 15, making my refunds even more pleasant of a surprise lol. She's also helped me with my dad's tax returns. Thank you! P.S. I think I already alluded to this earlier, but to emphasize in this day and age of stupid inflation: her prices are very reasonable, at least based on what I just read chatGPT says I should expect for our return's degree of complexity. Shoot, does that mean if she reads this she will raise her rates? I hope not hehe

Just had my taxes done with TT Tax and the process couldn't have been easier. The receptionist, I…read morewished I had gotten her name, was so nice and friendly. She retrieved my documents from me and started me on the process. After which I met Kathy who is very efficient and nice as well. She got through my taxes in just a few minutes albeit my tax case was relatively simple and cut through. Kathy went over my taxes with me and explained each line to me. Then explained the amounts I would be getting for my federal and state tax refunds. I liked at the end how Kathy put everything in a nifty blue folder for me to take. I would definitely recommend TT Tax for anybody needing to do their taxes and will do my taxes with them next year.