Excellent experience working with PWR. Linda helped me and my wife come up with a short-term action…read moreplan and longer-term financial strategy, and we are very happy overall. Linda was patient with our questions, easy to work with, and extremely knowledgeable in all the right areas. We feel like we have a much better grasp of our finances, and are confident in our ability to build wealth and navigate toward our retirement goals. I highly recommend working with Linda and PWR.

Linda has provided financial planning services for us for about 3 years now and we are very…read moreimpressed with her professionalism and knowledge.  We selected Planning Within Reach due to the fact they are a fee-only financial planner.  Basically, this means you pay for services provided for the time they spend on your plan and not a percentage of your assets.  The service provides inclusive planning for everything from asset allocation, verification of insurance coverage, savings plans, and cash flow with your personal financial goals in mind. At the initial meeting, we discussed our financial goals and subsequently provided requested information for the plan.  Once the plan was prepared we had another meeting to review the plan including action items for us to perform.  This included things like rebalancing 401(k) and other investments in addition to other action items to complete.  We do annual checkup planning meeting with Planning Within Reach and find the discipline very helpful to stay on track with financial goals. If you are starting out or a few years from retirement, this service is worth every dollar.  We have confidence and peace of mind having our plan in place and recommend it to anyone looking for financial planning services.

From start to finish, Monique was responsive, knowledgeable, and always willing to answer my…read morequestions. She clearly knows what she is doing and made the entire process easy to navigate. She helped me resolve some back taxes in a timely manner, and everything was prepared and submitted promptly. Her pricing was fair, especially compared to other companies offering similar services. Monique has definitely earned a loyal customer, and I will be returning to her for future tax needs, including tax season.

I asked Monique Willis to evaluate my past two years of IRS payments to see if there were errors…read more Unfortunately, there were none but Monique gave me several ways to avoid the underpayment in the future. She was so nice & professional. She got back to me the next day. She has a great sense of humor & she is also totally honest. I had been using software to file my taxes but I asked her fee for doing them in the future. She told me that my filing was simple enough that I could continue to use software in the future for less money than she charges. I may do that, but at this moment I am inclined to have her do them b/c I feel she is honest & reliable; I trust her.

Go anywhere BUT HERE for you taxes. I was recommended by a friend to use Omega Tax services. I made…read morean appointment. When I arrived to the appointment, she wasn't there and the door was locked. I called her and she asked if I could come 2 hours later so I did. On top of being late she was also rude. I brought my little sister (my dependent) and she asked me "where's the dad?" Right in front of the child. She looked at me like she didn't believe I should be claiming my dependents I guess because I'm young and she thought it would be rejected or I was lying?? Every time I've filed my taxes I always get around $4,000. She got me $2200 from state and federal combined. That's the lowest return I've ever got. I also told her that I bought a car that qualifies for the California clean vehicle credit since it's a hybrid. Without even checking if I qualify, she immediately told me no you don't qualify because it has to be fully electric. Since I was trusting her and thought she should know better than I do, I didn't question it. Well long story short I am now amending my 2023 taxes because I DO qualify for the clean vehicle tax credit. She made me miss out on a $4,000 credit because she didn't even bother to check if I actually qualify. I went in to a new place to do my 2024 taxes and asked about the vehicle credit and it took them 2 minutes to figure out I DO QUALIFY. So now I will go through a few months long process of amending my taxes so I can claim the credit before it's too late. I wasted $200 paying her to do my taxes and now I'm going to spend more paying someone else to fix them. Oh and she gave me $20 off since she was late. Thanks a lot. Overall she was rude, unprofessional, late, and didn't know what she was talking about or just didn't like me so she didn't bother to do a thorough job.

I have been doing taxes with Laura for the last 5 years, no complaints what so ever, Laura, and…read moreAlberto are proffecional, and trust worthy, handle all my taxes with no issues what so ever, every year is a different thing or changes in the tax return, now the two of them are up to date with all the new laws and brackets, its worth every penny, so Yes I do recommend Omega taxes. Great location Parking on the side. Price is little bit high but... It is worth every penny because you do not have to worry about going back for mistakes or getting audit by the IRS.

Did not get a call back after talking to the accountant about next steps regarding my inquiry.read more

I had put myself into a difficult tax situation and reached out to MANY tax people but chose maya…read morefrom MRG because of her professionalism and thoroughness. She fixed all of my tax problems and was kind and caring every step of the way. She is VERY knowledgeable and I highly recommend her! 5 stars all the way!

I've worked with Amira for several years and she's been a huge help in keeping our books organized…read moreand accurate. Professional, reliable, and easy to work with. I'd highly recommend her to any small business owner out there!

I have been a gym owner for the past 7 years and tried to do the books myself, but it finally got…read moreto the point where I needed some help. I was referred to Amira and can not be happier! Amira was prompt in responding to me and answering my questions about how her services will help me out and get my books in order. She is very professional and I had no reservations opening up my books to her. After working with her everything is organized and has helped my bottom line by realizing exactly where all my money is going and coming up with a plan to maximum my earnings potential. In business it is important to know when to ask for help, and I am glad I finally contacted and hired Amira to take over the part of my business that I didnt know enough about truthfully didnt enjoy doing and now I can get back to focusing on the parts of my business I enjoy!

Viktoriya was extremely helpful and completed our taxes fast and efficiently. She responded right…read moreaway to our inquiries and I would highly recommend her and will continue to use her services in the future!

I have been going to Viktoriya for my tax return preparation for several years now. I am very…read moreimpressed with her work ethics, her knowledge on all tax issues and her ability to do her best to save you money. Viktoriya is very smart, friendly, respectful and a joy to work with. I strongly recommend her for your tax preparation.

Annette is a true pro at what she does and it reflects in her approach to her clients. She gives…read moregreat advice, looks out for her clients and I appreciate her candor and knowledge.

Absolutely the Best! The staff is always available to answer questions and concerns…read more My wife and I feel very fortunate to have Annette and her staff to help us over the past ten years.

Good communication with us & with our investment advisor. Timely filing & good return.read more

I loved this office. Michael did a great job on my taxes. He was very professional and…read moreknowledgeable.