My long-time CPA/EA retired, and I was in need of a new Tax Preparer on short notice. Also, this was the year I transitioned to Retirement, so lots of one-time items. Jay reviewed all the documents and prepared for e-file. Jay gave a very good explanation of everything, especially the unique items that had concerned me. Expecting this to begin a long-term relationship.
Jeffrey has fought my battles and won( old issues from my last tax advisor) He has helped my mom and friends. Honestly, his background and intelligence level reaches far beyond what he charges. I highly recommend him. My mom found him at HR Block 3 or 4 years ago. I have been self employed for over 10 years. Jeffrey helps me find ways (iras and quarterly taxes) to be successful on a yearly and retirement basis without ending the year paying a huge check. He is my hero!!! Call him!!!
Ms Noella has been my go-to tax adviser for the past 4 years. I first worked with her when I was being audited by the IRS. She was able to work with me to resolve the issue and prepare me for the next year in terms of planning. She brings her experience from her work with the IRS to bear when tackling tax issues.
My tax return is always fairly complex as it includes stocks, stock options, RSUs and other corporate incentives like bonuses and ESPP. The return also includes other personal stock and property investments. I have peace of mind with Ms Noella handling my taxes. I am extremely thankful about her ability to help me plan for the following year from a tax perspective. Anything to minimize any nasty surprises is always welcome.
Excellent financial advice and planning. I am very happy with the direction of the investments that Michael has recommended. Added bonus of tax preparation at no additional cost is just fabulous. I really appreciate Michael's no nonsense approach with easy to understand explanations of the types of investment options and his well rounded approach to both long term and short term with considerations for low/medium/high risk opportunities. His continued watch of the economy and financial atmosphere is very comforting
Great Estate Planning Services!
Both Roy and Justin are thorough. Although initially there was a misunderstanding in beneficiary designation (due to our complex family structure) everything worked out great. We like the fact that we can send questions to the attorneys at no charge.
I am very pleased with my financial planner. She has covered everything that I needed from planning a perfect budget to fit my lifestyle to investing in stocks as well as planning my retirement. With her friendliness and patience to help me learn the tools to my investing goals; I would not hesitate I'm recommending her to my family and friends!
We hired Daniel more than 2 years ago to straighten our QuickBooks program. Daniel completely remapped QuickBooks and got our financials straightened out. We have retained Daniel to assist us in all aspects of our accounting, including preparing our taxes. Since he is a QuickBooks expert, we have been able to drop the QuickBooks support plan, saving us a substantial amount of money. Whenever we have a question or a problem, Daniel always promptly gets us back on track.
Whenever we are considering a new program that interfaces with QuickBooks, we always ask Daniel to review the program before we implement it.
We are very happy with Daniel, and hope to have a long professional relationship with him.
Lea Ann has done supervisory and accounting work for our businesses for several years. She has overseen our bookkeeping staff, taught them Quick Books, reviewed their work product and made sure everything was done correctly. Lea Ann came in on a regular basis each month for as many hours we needed her and made her self available on extra days whenever we needed her. She works quickly and efficiently as well as being pleasant to have in the office. We were always happy with the quality and thoroughness of her work. She made sure all our records were prepared to go to the accountant at tax time and interfaced with the accountant which saved us a lot of money in accounting fees.
Lea Ann worked well with our staff and ourselves and was a valued member of our businesses until we sold two years ago.
Lea Ann still helps me on an informal basis, although I am retired, with Quick Books which I use to manage my real estate holdings. She makes herself available over the phone or in person as needed. I rely on her and she never disappoints.
Doug specifically has been outstanding. When dealing with your hard earned money you want someone who genuinely cares about the person and not just the business aspect.. Doug embodies that. He has been patient, flexible, understanding and most of all...knowledgeable when I have questions or concerns regarding my investments. I’m a beginner and feel I have a guy on my side supporting my decisions and backs his support up with high quality data analysis to assist in those decisions. Doug has been great and I’ve found my financial family for life. Thank you Doug!!!🙏🏽
Nathaniel is an excellent financial advisor. He took the time to learn about important aspects of our life, then tailored the perfect plan for us. Not only is he knowledgeable, but he cares about the little details that, in the end, make a huge difference. I could not recommend him enough!
I hired Edgar to help me better understand my startup equity while also helping me come up with a plan to pay off debt. An hour later and he's helped me save thousands of dollars in fees while also clearly setting me up to succeed in making the most out of the benefits I get from my job. I can't recommend him enough. He's clear, patient and a joy to chat to. Definitely hire him if you're looking for a financial coach!
Tyler helped us pay off all of our debt! It seemed like we didnt have enough left at the end of each month. Now we have an emergency fund and a tax free retirement plan. Our returns are averaging about 12%. A true blessing to our family.
Serving San Jose, CA and outlying areas, Lori Ellingson and associates of Ellingson-Furler & Associates are offering the following services, but are not limited to, retirement planning, estate planning, insurance planning, education planning and employee benefits.
Serving San Jose, CA, and the outlying areas, Tim Sherer of The Sherer Group, LLC is offering services including, but are not limited to the following: estate planning, retirement planning, insurance planning, financial planning and investments.
We start with a 1-hour planning session where we cover a lot of ground. This entails a discussion around your goals, savings, investments, insurance, and any planning questions you may have.
Some clients think of it like a "financial physical". Following our session, you will have specific actiBurgess financial planning exists to reduce your financial worries by helping you develop (and stick to) a Simon items to move your financial life forward.
We focus our practice on all aspects of the trusts, estates and tax arena, so that we can offer our clients the most knowledgeable and highly specialized representation available. We handle the following services:
* Integrated Estate Planning
WealthPLAN combines traditional estate planning with wealth preservation techniques to preserve your wealth for your lifetime and for future generations.
* Trust and Estate Administration
WealthPLAN expedites the settlement of a decedents trust and/or estate.
* Trust and Estate Litigation
Disputes often arise during the administration of a trust or estate, and effective resolution demands legal counsel with significant experience in this highly specialized area of the law.
* Trust and Estate Litigation
WealthPLAN provides comprehensive tax planning and tax controversy representation.
Waddell Reed is a full-service financial firm committed to helping people pursue their financial goals.
We offer a wide range of financial products and services to individuals and business owners. We believe you will be better able to identify your goals and make sound financial decisions by utilizing our financial planning process.