Financial Advising near Fremont, CA

“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.”

“I opened my account with Sze Kwok in this office, she was born in Hong Kong, went thru English schools in Hong Kong, speaks perfect English, Cantonese, and Mandarin Chinese. She helped me transfer my account from another brokerage and always answered my phone calls or emails within a few hours. She is nice, pleasant, and knowledgable, now I have more than a million in my account and I am planning to consolidate my other accounts here as well.”

“I have met with Christine Teh three times now. As a math teacher and professional, I have always felt a bit of shame and embarrassment about not being able to get a handle on taxes and finances. Christine was so encouraging. She took the mystery out of all the mess and gave me the confidence to take ownership of my finances. I always felt safe to ask any question, and she always answered in a way I could understand.
This coaching experience has been life-changing!
I cannot speak highly enough of Christine Teh and the invaluable financial guidance she has provided.”

“A big shout out to Suzzette, the Client Relationship Specialist at Milpitas branch who went above and beyond to help us with our accounts login issues. She was knowledgeable, patient and helpful, tackled many issues to make sure everything would work for us. There are lots of choices when it comes to trading and retirement accounts, Suzzette is our reason why we stick to Charles Schwab! Thank you Suzzette, we really appreciate you! ??”

“I have been a loyal client of GC Tax since 2012, and I can confidently say their professionalism and commitment to client service are unmatched. Over the years, they have consistently delivered accurate, timely, and dependable tax services.

Special thanks to Lan, who has been assisting me year after year with exceptional knowledge and care, and to Nini, whose professionalism and warmth make every visit a positive experience.

GC Tax has earned my trust, and I highly recommend them to anyone looking for dependable tax experts.”

“Several years ago I brought my extremely (bad) tax situation to Jeanine . I had not filed personal and business taxes for years ! I was getting threatening letters from the IRS and the state tax franchise tax board. She was able to recreate my books and file (or refile as needed) she took control of my tax situation and guided me step by step (year by year) until my situation was completely resolved. It was a process that took about 2 years. Today I use her services to make sure I have a professional tax preparation and filing every year. I want to thank her for her saving me from tax hell!”

“I visited Fidelity with numerous questions about investing, feeling uncertain due to my limited knowledge of financial terms. Leslie warmly greeted me and provided immediate assistance. She patiently addressed every question I had, offering clear and detailed explanations about the differences between various account types and providing thoughtful guidance to help me make an informed decision. Her expertise and approachable demeanor made the experience exceptionally positive, solidifying my decision to continue with my Fidelity account and explore more of their services.
Thank you, Leslie, for your outstanding customer service and invaluable support. I highly recommend this branch to anyone seeking knowledgeable and friendly assistance!”

“Apex was my long and overdue solution to my Tax issues I had over the years. I have tried all of the standard solutions over the years, and slowly my tax returns shrunk farther and farther. Apex was able to refile past taxes, accounting for appropriate deductions and fixing errors from previous tax solutions, and also helped me prepare going forward to maximize my deductions (Job, stocks and otherwise) and allowed me to get the return I should have had for many years.10/10.”