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“My wife and I have been with Michele for over 5 years now. We couldn't be happier. Michele will go over and beyond to insure our best interest is looked after. There is nothing more you can ask for when searching for a CPA”
9:30AM - 4:30PM
2450 Peralta Blvd #222, Fremont
Financial Advising
“Professional Tax Services is the best! Neil made it so easy to understand my new businesses taxes, helped with retirement plan set up, and provided so much knowledge on tax preparation for a newbie. Highly recommend!”
“I am a bay area resident and was in need of urgent tax advice regarding 1031 exchange. Aaron and Daniel were kind enough to accommodate me almost immediately and gave me very helpful pointers.I appreciate their knowledge and willingness to help our community members.”
“I've used David for my complicated taxes for several years and he has done a great job. The whole process is quite smooth from the list of documents that asks me upload to the draft taxes followed by the submission. This year he went beyond just doing the taxes and helped me out on a tax split issue with my ex-wife.”
“My wife and I have worked with Jeremy for over ten years and have been extremely pleased with the results. Jeremy and his office staff are very responsive, helpful, honest, and easy to work with. With an exceptional personal touch, Jeremy has helped us navigate through several major financial decisions in a tide of ever-changing market conditions. We couldn't be happier with Jeremy and the Conversant Wealth Management team!”
“Plenty of parking, the ATM always works, never a line, my banker KNOWS me and my family. It is refreshing to call a business and not only do they answer the phone but they greet you by name. Beyond satisfied and happy I switched banks.”
“Sean has been helping me with my tax returns for a few years; this year he helped me confirm and avoid a hefty AMT tax. He is a bit more expensive than other CPA but in my opinion it is worth it for the peace of mind. He is always fast and responsive, and I never have a problem with my taxes. I recommend his services to anyone looking for an experienced and knowledgable CPA!”
10:30AM - 5PM
931 Hartz Way Suite 120, Danville
Financial Advising
“My company has been serviced by Summit Tax Planning for the last 6 years. They have always been able to navigate all of our Tax planning, tax issues, and are very trustworthy. Debbie is an Expert in CA tax and has done an amazing job for us. I highly recommend Summit Tax Team to anyone looking to improve their tax and accounting situation.”
“My experience at City National Bank in Pleasanton, California was great!! Ronald Garcia helped me out. He had a great attitude, was very courteous, and went above and beyond to help me! Oh, if only much more customer service in general, was this good, it would be a better world!! Thanks !!!”
“Since I'm a Baller On A Budget!!!I like to Dabble in the Stock Market once in a while.So I like to trade Stocks and Other Financial Instruments..That's where Charles Schwab comes in. I stopped by this Branch and was Provided with Excellent Service !!!I used their Financial Services- Broker, Clerical and Research Departments This is a Baller On A Budget Approved Establishment!!!!”
“Greg has a very sharp pencil. He and his team at Adap Tax took on my complicated tax return and grew roses. Not only did he thoroughly go through every aspect of my filing, he stayed in touch with me either by phone or Email. Whew! Glad my smart son recommended him.”
“David White is a knowledgeable and honest broker in a business where honest usually has a lot of asterix. Most brokers are cheerleaders for whatever will get them the best commission. David white instead is clear about the upsides and downsides of investments. He did very well by my family and has my endorsement.”
Open 24 hours
6160 Stoneridge Mall Rd, Pleasanton
Financial Advising
“My experience at City National Bank in Pleasanton, California was great!! Ronald Garcia helped me out. He had a great attitude, was very courteous, and went above and beyond to help me! Oh, if only much more customer service in general, was this good, it would be a better world!! Thanks !!!”
8AM - 4:30PM
5980 Stoneridge Dr STE 104, Pleasanton
Financial Advising
“Andrew has been very helpful in converting our finance systems into Intacct. He was great in helping us to fully understand the robust capabilities of the Intacct and moving us into the a near full digital process. I am very excited to unlock the power of Intacct, 6 weeks in and it is already amazing.”
“Chase Henley is an amazingly talented individual. He has helped get me, several members of my family and close friends get set up with investing. He is always available to answer any questions or concerns that I have. He is fast to respond and sends out helpful information via email with important dates and reminders. I could not recommend a better person and company to work with.”
“Chase Henley is an amazingly talented individual. He has helped get me, several members of my family and close friends get set up with investing. He is always available to answer any questions or concerns that I have. He is fast to respond and sends out helpful information via email with important dates and reminders. I could not recommend a better person and company to work with.”
8:30AM - 5PM
3150 Crow Canyon Rd, San Ramon
Financial Advising
“I wanted to leave a review because of how happy I was with the help I received at the front desk and was shocked at the low rating for the branch! To offer another perspective on some peoples bad experiences consider the fact that schwab has like a million different products and things to know. The people working there for 5 years may only know 10,000, the people 10 years 100,000 and 25 years 1,000,000. While the woman who helped me did not know the exact answer to my question she was able to look up the answer and find it for me which to me is just as valuable as knowing it by heart.”
9AM - 12PM 1 - 5PM
6666 Owens Dr, Pleasanton
Financial Advising
“Edited Update: Jason continued to communicate with me throughout this process and I was notified that the tree was approved for trimming. I appreciate the communication even after my review. Very difficult to get someone out to simply prune a large tree that is growing over the roof my house.”
8:30AM - 5PM
3825 Hopyard Rd Suite 124, Pleasanton
Financial Advising
8:30AM - 4:30PM
413 Sycamore Valley Rd, Danville
Financial Advising
8:00 AM - 5:00 PM
7077 Koll Center Pkwy #183, Pleasanton
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“For over five years, Leena has been handling our accounting needs with exceptional professionalism and expertise. Alongside her team, she consistently provides knowledgeable guidance and readily addresses any queries we may have. Highly recommended for their reliable assistance.”