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“Harry Jeung CPA has been doing taxes for our company the last few years & they always guide us about our deductions & explain tax laws. We send them our QuickBook files so they can see our records. Highly recommend them!”
“I have been a Schwab customer for over 20 years and have gotten consistently excellent service at the Menlo Park branch. In the last 5 years I've set up multiple trust accounts at Schwab, including a couple of special needs trusts for relatives. There were some complicated issues, and Schwab handled them all flawlessly. I'm always impressed with the speed and professionalism with which Schwab addresses all my requests, questions and concerns. They are head and shoulders above any other financial institution I've used. Just superb. A++.”
“We are super happy with All About Your Taxes! We've been working with them over the last three years and it is about as stress-free as taxes can be. They are reliable, friendly, and informative. The ability for us to communicate over email and upload and access documents online makes everything so much easier. Huge thank you to Akram and the rest of the team at All About Your Taxes!”
Open 24 hours
424 N San Mateo Dr #200, San Mateo
Financial Advising
“I just finished the workshop and I feel less fearful and less anxiety about my divorce proceedings. The workshop was organized and the experts provided much information and so many resources. This is a really challenging time and after this morning's workshop, I realize that I can stop worrying about where to go and who to talk to for advice and support. I'm hoping to move forward with clarity. Thank you.”
“I think I need to mention William regarding his professionalism and great work ethics for customers as a bank employee.
He helped me fix unexpected account suspension issue due to Zelle transactions with Schwab Bank fraud team. It is an undeniably exceptional service to follow and has made a final result in a relatively short period of time!
Thank you William for your kind and nice conversations with me. Your help was excellent.”
“We have been working with Raul (Reliantbiz) for several years. The reason that we have stayed with him for this long is because of his knowledge in tax return preparation, latest tax laws, taxes in general, investments, financial planning, and most importantly his willingness to educate us.
Raul shares his knowledge with us, he is available to listen to our concerns and questions, he returns our calls and answers our emails, and he always provides sound financial recommendations. Overall, Raul is one the nicest business men we had the privilege of knowing.
I am writing this review to say thank you to Raul and to acknowledge a small business that provides a valuable one-on-one service between the provider and the client, especially in this day and age.
Thank you Raul.”
“We've had a really great experience with Ballast Point — and we feel much more knowledgable about our finances. Drew and the team help us put together a budget, handled taxes, and plan for company stock.”
“Visit this Fidelity branch in Palo Alto, CA and receive the best support imaginable from Mike, whose patience, follow-through and diligence should be immediately recognized by management.
It is employees like Mike who are of extreme value to us as clients, when we need a timely yet comprehensive resolution of a transaction challenge or delay. Thanks again, Mike. Your thoughtfulness today was absolutely both noticed and appreciated 🙏
-Patrick ☘”
“I sometimes like face-to-face interaction when I'm talking about finances. Fidelity has great online tools but when I wanted to get some personalized individual recommendations I was able to set up an appointment and talk to an advisor live. Very helpful”
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“Great service and very pleased with my returns after making the change from my last investment manager. They have met all my expectations and then some. Christopher has been great to work with.”