Chris and his wonderful office manager Shannon do more than help me with my financials... They are…read morelike family... after an injury that resulted in a disability and I was unable to work for two years... they were so helpful and kind... I never wanted to draw from my retirement until needed... and I was beating myself up that I was so irresponsible... but they never made me feel bad... Quite the opposite... the cheerful cards that Shannon sent always came at just the right time when I needed a pick me up... We need more nice humans on this earth like Chris and Shannon. I'm so blessed to have them in my corner.

Chris is a great guy and an excellent financial advisor. He takes the time to understand how I like…read moreto manage my money, what my financial motivations are, and the needs of my family. I truly appreciate the unique way that he takes all of this information, adds in his expertise, and then helps me make informed decisions about my financial future that are beneficial AND make me feel comfortable. Chris has great customer service. He is easy to communicate with, I never feel rushed when talking to him, he always responds in a positive manner, and I feel like he completely focuses on the topic at hand. All of these factors make me comfortable working with Chris for the long term.

This Company is holding funds from stocks my Grandmother left me. They released half of what is…read moreowed to me and then when I requested the rest they blocked my number and refused to talk to me. I have contacted the Califorina State Attorney sense they will not talk to me. I would never use this company and I can tell you, my Grandmother is turning over in her grave... God rest her sole. In my opinion, this company is only looking to take your money, not help you to retrieve what is rightfully yours. I paid them. Look what it got me!

Dave was an absolute angel and helped me and my family recover money that we weren't aware was…read moreavailable to us. We had a complicated issue and he made it practically effortless. He told me exactly what I needed to do step by step and responded to every phone call and email that I sent. The cost was also less than other organizations that I had to choose from. I am eternally grateful to Dave. R. and his staff for helping me and my family. Thanks!

We have used EDH tax solutions last year with no issues. This year is different…read more Our tax was supposed to be delivered by 4/13, then they said 4/28, then 5/21, then they said it was under final review in May, nothing happened in June, then they said it was on their calendar for delivery by 7/19 which didn't happen. Now it's August and we still have not received our tax return.

Called in for an appointment for trust in January 2026. Received information over the phone and…read morepricing and then an emails with the fees discussed and a link to pay. Paid a fee for consultation and made an appointment in March. Was provided an email with the break down of fees. March Friday - Consultation went well, we were told an email will be sent with questionnaire form to complete and instructions to pay along with a link to upload documents. Tuesday - the next week- I called and asked I only received an email with a link to pay. No drop down, no amount, no questionnaire form. The person on the phone stated I need to choose from a drop down. I was shocked- because there was no drop down, just a blank space to type in the amount. They were not familiar with there one pay system. The person stated payment in full is required in order to get a link to upload documents and the questionnaire form. This was never mentioned in the consultation or in the email. In addition, first email I received has one set of pricing and the email I received after the consultation increase by $350.00 When I forwarded the original email and asked if they will be honoring the original quoted price. There response was "The Fiduciary Tax Return reservation fee for our early bird engagement bookings " So - NO they are not honoring No mention in the email about early bird or price only good for 30 days- nothing. This is what got me- In addition they stated this word for word copied from email. "I checked our availability with the team and was informed that we are currently full and not accepting any new fiduciary engagements until further notice. Unfortunately, this means that we cannot take on your engagement at this time but we can add you to our wait list upon your request. I have already initiated the refund for your New Client Consultation fee of $62.50 so you should see it post to your credit card within a few days." So I was dropped - on Friday they stated they have room. Very interesting. Needless to say, this left me in a challenging situation- trying to find an accountant on a short notice to file my taxes. I don't do reviews very often as I understand things happen and I grew up with a Family business , but 2 weeks later I am still struggling to find an accountant.

I asked Roger to do my 2024 tax return. He did a great job. He was professional and knowledgeable…read more His pricing was reasonable and I would recommend him to all.

Roger is the very BEST CPA on the planet!!! Not only has he faithfully, consistently, and…read moremeticulously been my tax guy for the past 10+ years, he is a great friend and a man of the highest integrity!! He always shoots it to me straight and does things by the book and that's why he is excellent at what he does and keeps his clients, like myself, for years!! There is no one greater to take care of my taxes and most importantly, he looks out for my family!! This year, he was so gracious with me as I sent him my tax documents later than usual and he completed them with such speed, precision and care!! Thank you, Roger, you're my tax man and even better my lifelong friend!!

Rhett Beal was very helpful with helping my family with with their concerns very knowledgeable.read more

From the owner: Founded by Craig Van Hulzen in 1998, Van Hulzen Asset Management is a registered investment advisor…read more(RIA) with offices in El Dorado Hills and Jackson, CA. At Van Hulzen Financial Advisors, our team of experts listens to what matters most to you—and partners with you to make it happen. No cookie-cutter plans or one-size-fits-all solutions. We believe that every client is unique and deserves personalized planning, specialized advice, and client-centered advocacy. We’re also fiduciaries, the highest standard of conduct in the financial services industry—legally and ethically bound to always work in your best interest, never ours.

It has been an absolute pleasure working with James Pak and the whole team at Creative Planning for…read morethe past 3 1/2 years. First I would like to share that I got my degree in Finance and started off working in the Financial Services industry years ago. Unfortunately I have a neuromuscular condition that led to me getting on disability. Over the years we had worked with a couple of financial representatives - one was even family. In the end most of them did not do a good job to help us grow our assets nor have our interest at heart. So I started managing the accounts myself investing in low cost index funds with very minimal fees. Eventually I realized I needed a team to help us with the complexities of our financial situation as our portfolio value continued to grow. We interviewed a variety of financial advisors and were blown away by the comprehensive level of service Creative Planning can provide. Our financial advisor, James Pak, has been amazing to work with. He is excellent at communication and gets our questions answered no matter the complexity it may be. And he truly has our interest at heart when figuring out solutions for us. We love referring our loved ones to James and Creative Planning since he has made an incredible difference in our lives. Please definitely take the time to interview James Pak and Creative Planning. It changed our lives for the better and I know it will change your life for the better too!!

Talib is amazing with completing my tax returns every year! I've been with him for several years…read morenow and he always does a fantastic job. This year we itemized and I actually received money back! Such a relief!! He has advised me on tax planning, he's always concerned about my well being and prompt with my return. He definitely helps with the stress factor, even at the last minute. percent recommend his services. You will be so happy!

This was my first year of having Sterling Tax complete my tax returns. I met with Talib who was…read morevery professional, friendly and competent. I highly recommend Sterling Tax for your accounting needs.

I have been a client of Kayle Larsen for over 20 years. He is knowledgeable and takes a personal…read moreinterest in every one of his clients. He is happy to meet with his clients at anytime, and he will always give 100% of his attention to each client.