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“Cynthia and the whole staff were amazing and helped me so much with my taxes. Also diamond club membership is worth it if you want to learn more about your personal taxes . 5 stars ⭐️”
“I've used RCD Capital Mortage with Yumi Hong to buy a house and thanks to it I was able to successfully close the contract. The process was very fast and she was so friendly and offered the best rates. I am very happy to have a new home and I would recommend RCD Capital, Yumi Hong to everyone!”
“Excellent Tax and Accounting, Inc. is a company with great capacity to help its clients and provide the best service that helps our families. I have been doing my taxes for 17 years and have always received the best refund. Thank you Excellent Tax and Accounting, Inc. for being part of my family.”
“Stan did a great job for us. At the last minute, we needed some paperwork filled-out and he did it without hesitation. All in space on an hour and half. He saw us ASAP...Really appreciate the time he spent with us. I definitely would recommend Stan.”
“I highly recommend Ronalee Williamson for your financial success and ease. She makes tax season so easy and streamlined. The Kington Group has taken care of my family for years and I haven’t had to look anywhere else!”
“She did a great job, you so much deserve an accolades on this MRS TAISHA CARSON. I can't explain myself right now what I received on my wallet was so great and surprising, an amazing huge amount was sent to me by trading with an expert like MRS TAISHA CARSON. Always do your best, what you plant now you harvest later, I made $9,900 with just little amount of $1000, thanks to MRS TAISHA CARSON. for making that come through. Please all you have to do is to contact her and be a part of this online investment, Her info....”
“This is a great place to get your taxes done. Honest, expert service and they stand behind their work.The owner, Trish, has helped me out well beyond just doing both my corporate and personal taxes. She’s given me some really great investment and business advice that has paid off tremendously.I can not recommend them highly enough!!”
“O.C.FINANCIAL SERVICES IN FULLERTON..Very good experience..make my appointment arrive on time..they greedme..and did my taxes..they're were very helpful and explained my best way to file my taxes..very professional..definitely I recommend this place to friends and family..also convenient location by Valencia/brookurs av..closed to my home!!..the owner..Irene..beautiful person..!!..thank you..!!”
“Luz is amazing! As a realtor, it’s important for me to work with a lender who will go above and beyond the call of duty in order for us to contribute the highest level possible for the good of our clients. Thank you, Luz! You and your team are amazing!”
“If you haven't been here, give them a try. We have been coming with this service for over 25 years, and have been very happy with the service that they provide. Today, we drove from the Fresno area...yea, fought with the friggin traffic and finally made it. So, we got our taxes, and now we are relieved. Another year for Tio Samuel....until next year. Give them a try. You won't be disappointed.”
“I have been going to Williams Tax & Financial for many years. Each year when it’s tax time, I phone the office to make an appointment where they are friendly and professional, and any time I have had to leave a message they have been quick to respond. First, having had Steve prepare my taxes and then transitioning over to Jobel; I’ve always felt confident that they are honest, extremely knowledgeable and thorough in completing my taxes. They take their time to explain the process and encourage any questions I might have regarding my current taxes and while making suggestions on the following years returns. My taxes have always been completed in a timely manner, which I truly appreciate. I have been exceptionally satisfied with the service at Williams Tax & Financial and plan on using them for years to come.”
“I did not think I could retire at my age, but Travis and Paul Ivanoff have helped me plan a pathway to retirement which included Long Term care.
Retiring without Long Term care insurance is placing a burden on your children.
They have built a team that is responsive and comprehensive. They plan events that resemble a family get together. And are actually a learning environment for retirees.”
“I have been a client of Tushar Shah since 2008. I trust him completely to take care of my taxes. He is very knowledgeable, professional and extremely helpful. He helped me a few years ago with an offer of compromise after my divorce. It was a long but smooth and less stressful for me, as he took care of it all for me. I’m extremely context with his services and highly recommend him. His new location is easy to get to and very nice! Thank you tax profesionales!”
“We have been going to Gilbert for a couple of years now. My hubby retired 7.1.22. Gilbert made our transition easy. Let us know what we need to get together, Stocks assets et cetera. Once together, he put it into a plan that makes so much sense. I'm definitely pleased.”
“I had a very good experience at this branch! From everyone being very friendly to getting everything I needed done. Banc of California in Downey was able to help me out and get me going swiftly. Daniel Ramirez was very helpful and hard working when it came to locating some old documents I needed from pre existing accounts. I definitely recommmend this bank and this branch.”
“Would give 7 stars out of 5 if I could!!!
Drove by and noticed the sign and dropped in. Had answers to my questions by the office staff immediately. Left my information, and they followed up with me the following day to make sure I was going to bring in the rest of my paperwork.
I was impressed with the diligence and communication.
I'm no spring chicken ?. But this has to be the least painful tax experience in my adult life. I will definitely recommend it to local friends and family.
Not only was my work expeditious, but also very affordable. Let's just say. About half the price of the franchise tax agencies.
Thank you Team! Much appreciated”
“We really appreciate Mr. Mckenzies help on dealing with my grandparents requests. They are elders already and needed the support of experts for their finances. The process went very smooth. would like to give them a 5 star!”
“If you’re looking for an investment advisor that’s easily accessible, communicative and feels like family, then this is the place for you! It also helps that Trevor and his team are well versed in investment strategies that are tailored according to each individual’s unique plans and risk tolerance. I am nearing retirement and I would not trust any other firm to guide my plans.”
“Ken's is always on the turning point of financial advisement in keeping us up to date! And his team working here are very friendly and knowledgeable. Always get my questions answered and feel safe with them.”
9:30AM - 6:30PM
9741 Bolsa Ave #201, Westminster
Financial Advising
“Outstanding staff with prompt services for our small business accounting, payroll, and taxes. I truly will miss everyone in the office. The services were excellent. I recommend to others.”
“Appreciation for Excellent Service from Lendmark
Dear Lendmark Team,
I am writing to express my sincere appreciation for the consistently professional and helpful service I have received from Lendmark. Your team's support in helping me secure credit for my stereo systems was invaluable, and each time I have called, I have been met with kindness and assistance that exceeded my expectations.
While I understand that the interest rates may be on the higher side, I truly appreciate the opportunity to manage my payments over time, which has made a significant difference for me. The flexibility and willingness to work with customers like myself do not go unnoticed, and it reflects the exceptional customer service that sets Lendmark apart.
When the need arises for another loan, I will certainly be reaching out to Lendmark again, confident that I will receive the same level of excellent service. Thank you once more for your dedication and support.
Best regards,
Patrick M.”
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“The employees of this bank are amazing to me. Every time I come here they treat me with the utmost respect, always very kind and they asked me how my day is going. I never have problems cashing my checks with this branch. Maria, Hillary and Mina thank you for being so sweet and kind to me.”