Financial Advising near Sun Valley, CA

“BFS (Balyan Financial Services) is the best accountant I’ve found for influencers and content creators — seriously. As a creator, my income comes from brand deals, 1099s, affiliate stuff, and random payouts, and I needed someone who actually understands how creator businesses work (not just a generic “small business” approach).

Rose helped me get my bookkeeping organized, cleaned up my QuickBooks Online, and made tax prep + tax planning way less stressful. She also broke down creator-specific deductions the right way (travel shoots, mileage, gear, software/subscriptions) and made sure everything is compliant and properly documented — not sketchy, not guessy.

If you’re an influencer, content creator, or UGC creator searching for a tax accountant or bookkeeper who gets the creator world and keeps you on track, I highly recommend BFS.”

“I had a great experience working with Alec Tuckman. He offered clear, practical advice on how to better manage my finances and gave me helpful strategies that actually made sense for my situation. You can tell he really knows his stuff and takes the time to explain things in a way that’s easy to understand. I appreciated his professionalism and would definitely recommend him to anyone looking for a solid financial advisor.”

“Marco helped us every step of the way with the long and difficult process of permanent residency for my husband. He was always open and available, and put our minds at ease with the thousands of questions we had. We couldn’t be happier with the service we received. Thank you so much Marco!”

“*Invaluable Accounting Partner for Over 7 Years* It's high time I shared our incredible journey with Wiesenberg & Company, who've been so much more than just accountants to our small entertainment business for the past seven years. From day one, Elisha and his amazing team have felt like part of our own team. They've been our go-to for everything finance-related – whether it's getting our books in order, demystifying QuickBooks, planning, or tackling the dreaded tax season.

Elisha and his team embody professionalism and proficiency. Their approach is not just about numbers; it's about education, empowerment, and partnership. They have consistently demonstrated a deep understanding of our industry's nuances, ensuring our financial strategies are both robust and innovative.

I remember in the past feeling overwhelmed by accounting & tax time, but Elisha's team never failed to guide us with patience and understanding. They're always there, ready to lend a hand or an ear, and it's because of them that I now face tax time with ease and confidence – a statement I never thought I'd make!

I wholeheartedly recommend Wiesenberg & Company to anyone in need of top-notch accounting services. They're not just about the numbers; they're about nurturing relationships, providing peace of mind, and being by your side every step of the way. They've truly been our financial saviors, and we can't thank them enough!”

“My wife and I have been clients of Robert Hal and Associates for 27 years. Daniel Passon has been performing both LLC and Personal Tax Returns for both me and my wife over many years. He is an expert Tax Accountant and always willing to explain any questions my wife and I have. Our taxes get completed on-time accurately and efficiently. We can always reach out to Daniel for any follow-up questions and he provides answers (in a non-technical language we can understand). The staff at Robert Hall and Associates including Nina Brown is also very professional and friendly. High quality service and customer support!”

“I went to Rod as I was unhappy with whom I was using, and I could not be happier!! They really know what they are doing and are wonderful!! Can't refer enough friends and family!! Everyone in the office is GREAT!!”

“These guys are outstanding! I feel remiss in having never left a review for this awesome team. Keith and Shane have represented me for years and they took on a really thorny problem with a six figure tax bill that was wrongly assessed in my opinion, but I'd let it linger for years and it was a real mess. They picked up the ball and handled it and saved me over $80,000 in excesses, fines, penalties and the rest. I cannot express how grateful I am for their professional, courteous and timely service. If you need an accountant you'd be foolish not to give these guys a call.”

“SR Financial Services has been a game-changer for my finances! Their team is professional, knowledgeable, and always willing to go the extra mile to make sure I understand my options. They helped me with tax planning, bookkeeping, and long-term financial strategies — and I couldn’t be more confident in my future.

What I appreciate most is their personalized approach: they take the time to understand my business and personal goals, and then create solutions that actually work for me. Communication is always clear and timely, and I never feel left in the dark.

If you’re looking for a firm that combines expertise with genuine care, SR Financial Services is the right choice. Highly recommended!”

“Always a good experience. Kuya Ernest always ask and help. Very thorough and quick here. I recommend this place eapecially Kuya Ernest, very nice and helpful.
Thank you.”

“Carina was amazing from the moment she called me. She was straightforward, honest, and open throughout the entire process. I brought her the necessary documentation, and she handled everything quickly and efficiently. I truly appreciated her professionalism and transparency. I would definitely recommend getting a loan here!”

“Acap has been managing my accounts for over 10 years. As stewards of my accounts, I trust that Ara and his team always have my best interests in mind, especially during uncertain times. Having experienced the crash of 2009 I learned the importance and benefits of staying invested over the long haul. I remain confident in their actions as I now approach my retirement years.”

“I usually don't write reviews but with the service I was given it is impossible not to write one. I really want to thank you for doing a fantastic job in my tax return, usually in other tax offices nobody explained everything that was done for me. I will recommend all my friends and family about this tax place.”

“I don't usually take time to write reviews but the exceptional service that Maristel Vasco, the Relationship Manager VP Long Beach branch has definitely went above and beyond her job description, she had closely followed up on my application, answers phone calls, emails and any client inquiry efficiently and speedily. She take time to answer questions and able to multi task to be able to deliver results not just in time but even ahead of due dates. The process of my refinance was not smooth sailing but Ms. Vasco's service recovery has really made me relax during the process. Ms. Maristel Vasco is a true gem in your company. Kudos to CNB for having a highly competent relationship manager.”

“I used this company three years ago to buy a house. My score was just barely below bank acceptance and in a very short timeframe I had a double a digit boost to get me qualified and into my property. After I the conclusion of the purchase I canceled them to only realize I should have listened and stayed on, my score might have been much better by now.”

“Been going to Schwab for years and they finally moved to the lobby floor with Ameritrade. So the unit number is no longer 1105. Enter the building from the main entrance and turn left, the office is right next to the elevators ?”

“I have been using this particular branch for last few years. The staff is amazing, especially Jack Marabyan. He welcomes me with open arms and smile. I feel welcome and feels like family. I recommend CNB to all my friends and family because of the way I am treated.”