Financial Advising near Dublin, CA
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8 locations found near Dublin
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11740 Dublin Boulevard Ste 200, Dublin CA 94568
“Prestige has been absolutely fantastic to work with. I was assigned one of their tax ninjas, Hajira, who expertly and efficiently helped me with my complex tax project. She treated me with kindness while doing so. And she did all this while nearing the final days of her pregnancy, which I was amazed at! I truly felt her care and concern. They also charged me a reasonable rate. Hajira and Prestige Accounting exceeded my expectations, and I'm thankful to say I also enjoyed working with them. I wouldn't think of using anyone else!”
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3015 Hopyard Road Ste u, Pleasanton CA 94588
“I had a great experience working with Shilpa for my tax filing and tax-related questions. She was knowledgeable, responsive, and took the time to explain everything clearly. Her attention to detail gave me confidence that my taxes were handled accurately, and she was always available to answer my questions throughout the process.”
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2450 Peralta Boulevard Ste 111, Fremont CA 94536
“I have used Professional Tax Services for over 20 years. They provide the individual assistance necessary to avoid any year-end tax surprises. They track and understand my tax history, so I don’t forget to provide a critical document. They understand the tax code and are available during the year, not just tax time. I trust them with my most personal information.”
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3130 Crow Canyon Place Ste 200, San Ramon CA 94583
“Very knowledgeable and willing to help! In their busy schedule and although they weren’t accepting new clients, Hunter still went out of his way and took a few minutes to answer my tax questions on phone. Very polite and professional and highly recommended!”
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2000 Crow Canyon Pl Suite 410, San Ramon CA 94583
“Late last fiscal year, Debbie was persistent in urging me to get the documents for my tax filings ready. She usually does this around that time of year. Her diligence in tracking things down made a huge difference this year—she managed to file my federal and state tax returns in mid-February without any extensions! Just imagine not having to worry about it for the rest of the fiscal year. Now I feel a weight lifted off my shoulders, and my stress level is way lower than during the same period in past years....”
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6200 Stoneridge Mall Rd Ste 100, Pleasanton CA 94588
“Jacob was outstanding. Had to show up in person because my 401k rollover check could not be processed online. The online customer service team lagged on it for 2 weeks before finally advising me to drop by a local branch. I was skeptical but I drove over… then was pleasantly surprised at how smoothly it went. This team knows what they’re doing!”
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3150 Crow Canyon Rd, San Ramon CA 94583
“I was extremely happy having Gilian Qian help me set up a second family trust account for my deceased mother. Gillian was very knowlegable about trusts and did a great job in answering all my questions.”
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6666 Owens Dr, Pleasanton CA 94588
“I've had the privilege of working with CJM and they are very responsive, knowledgeable and most of their managers have been with them for years. Good company”
