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“Ashkan has been preparing my personal and business taxes for years. He also does this for my family members, relatives, and some of my friends. He knows what he is doing very well, and I have always been happy with his services. I strongly recommend him to anyone who is looking for tax and financial services.”
“Daniel, Bree and Ann were fantastic to do business with. They were attentive, listened to our requests and completed the tax return correctly and on time. Thank, for a great experience!”
“It has been a pleasure working with Higher Level Processing. They have taken the hassle out of staying abreast with the requirements and changes in the management of your school loan. Well done and thank you.”
“Applying for a loan with Liberty1 Financial was quick. I recieved multiple offers to choose from. I spoke to an Alex to discuss the offers and answer my questions etc. He helped facilitate the closing of the loan. The overall time from applying to receiving the money was 3 days.”
“Having been associated with "Bill" and his group now for over 30 years, I can attest as a client, friend, and business associate that Applied Financial Planning has weathered all the storms and given expert financial advise along with personal tax planning over the years that has saved me and my family thousands of dollars.”
“Joseph is the best CPA I have ever worked with. He pays close attention to detail, knows the ins and outs of filing a tax return, and knows how to maximize your return. I recommend him to anyone, and will absolutely be using him going forward!”
“They are a very professional team, they can handle, advice and help with the domestic and international corporate taxes and what you need to do in a best efficient way.”
“As a business owner, finding CPA who genuinely understands the fast-paced nature of our work is invaluable. Sam has been a game-changer for my business. Her super responsiveness means I never wait long for answers, making my decision-making process much smoother. Reliability is key , and Sam consistently delivers, ensuring every deadline is met without a hitch. What sets Sam apart is her smart, tailored recommendations that really helped me. Sam is a no-brainer.”
“I was so touched by the owners willingness to talk to me in depth about ways in which I could improve my credit. She was honest and open about what her business could do, and even provided steps for me to take action into my own hands. She spent so much time and was so kind. I truly appreciate it and would love to work with her company in the future if need be.”
“Jimmy is a stellar Real Estate Agent and a man of integrity. He puts his clients needs first and is very professional. I would recommend anyone that's looking to sell or purchase real estate to contact Jimmy and his team. You won't regret it!”
“This review is long overdue. After losing my accountant of 20+ years to retirement, I went in search of a trusted recommendation to fill the void. Chad was a referral from our financial advisor for a house re-fi and I can't begin to describe the relief and total satisfaction I've had with his team both with the refi's we've done and our taxes when we moved them over in 2019. I've owned a business for over 25 years, I've never seen a more professionally run, personally invested person than Chad. The attention to detail, the ease of the service, the utter lack of any doubts on my part that he was doing everything and then some to fulfill his duties make me recommend him to everyone I can that asks me for a referral to a competent, trustworthy company for mortgage and tax needs. If Google would allow more than 5 stars, I'd give him all of them.”
“Sean and his team are very thorough, professional and communicate very effectively. Sean did an excellent job for our 2023 taxes, and was very thorough in providing me with suggestions and changes to help my small business situation for 2024. I would highly recommend Sean and PlushStone!”
“Our go-to for doing our personal taxes each year. They did two sets of taxes and we were in and out in less than hour - can't get any easier than that! They are also always happy to answer any questions we have.”
“did mortgage refinance thru Charles Schwab. They got us 0.25% lower rate than normal. Quicken actually does the refiance.. Quicken closed in 3 weeks at 4.0% fixed. We fired prior brokers who tried to hit us with additional $2k in fees at closing and had us at higher rate.”
“My wife and I first met Dan Ohlwiler and his family run Sterling Financial business in Mission Viejo by responding to a dinner seminar. We have been to a variety of different seminars and followed up with an in office meeting with some. Dan never told us what we needed, he asked us what our goals were. He was by far the most honest, freindly and forthcoming representative we have met. He didn't promise wild wealth plans or risky business. Dan exposed us to several safe and steady plans and he carefully explained them for us. We took our time to ask questions. No pressure, no today only deals. We took the documents home and chose the best option for us and signed up. Now almost 5 years later and we are even more confident about our decision to trust Dan and his family. We have made more investments through Sterling and recommended several friends. That proved to be a valuable dinner for us, our family and our friends! S&D, Laguna Beach, CA”
“They were helpful for getting a 529 plan check wired to a university. They don't try to control your asset allocation like some of the investment advisors I have had.”
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“For the first time in my life I felt at ease with my annual taxes knowing that I was in the hands of a knowledgeable accountant. I was treated as an individual and not a number. Mayorga Tax Pros is the financial mentor I was looking for. Immensely grateful!”