Financial Advising in Pleasanton, CA
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7 locations found near Pleasanton
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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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4695 Chabot Drive STE 200, Pleasanton CA 94588
“Mr. Sean is a highly experienced professional, and his pricing is very reasonable. We have been extremely happy with his bookkeeping and CPA services for the past five years. He reviews each and every account item carefully, pays close attention to detail, and ensures everything is accurate and compliant. His thorough approach gives us confidence and makes us feel comfortable and stress-free with our financials. Overall, his service has been excellent, and we truly appreciate his dedication, expertise, and professionalism. We highly recommend SJ Accounting Consulting CPA CFP for bookkeeping, accounting, and CPA services.”
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6200 Stoneridge Mall Road 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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4725 First Street Suite 275, Pleasanton CA 94566
“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.”
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5960 Inglewood Dr, Pleasanton CA 94588
“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.”
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4309 Hacienda Dr Ste 200, Pleasanton CA 94588
“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.”
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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”
