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“I’ve been working with Ashkan
for several years now, and I can confidently say they are truly exceptional at what they do. From filing my taxes to handling all other financial matters, their professionalism, attention to detail, and respectful communication are unmatched. They always take the time to explain everything clearly and ensure that all my documents are filed accurately and on time. I highly recommend their services to anyone looking for a trustworthy and knowledgeable accountant.”
10:30AM - 5:30PM
13844 Alton Pkwy #134, Irvine
Financial Advising
“From start to finish, my experience with Honest Tax Solutions was nothing short of outstanding. What immediately stood out to me was their transparency—there were no hidden fees, no confusing explanations, and absolutely no pressure. Everything was explained clearly, patiently, and in a way that made me feel confident and informed the entire time.
Taxes can be stressful, but the team at Honest Tax Solutions made the whole process feel smooth, organized, and surprisingly stress-free. They took the time to really understand my situation, answered every question I had (no matter how small), and made sure I felt comfortable with every step before moving forward.
What I appreciated most was how genuine and human they are. You don’t feel like just another client or number—they truly care about helping you get the best outcome possible while staying fully compliant. Their professionalism, knowledge, and attention to detail are incredible, and it’s clear they take pride in doing things the right way.
Because of the trust they’ve built, I will continue having Honest Tax Solutions handle my company taxes every single year. This is the kind of business you trust long-term and confidently recommend to friends, family, and colleagues.
Thank you, Honest Tax Solutions, for such an incredible experience!
Simple Teck Solutions, INC”
“They are a very professional team, they can handle, advice and help with the domestic and international corporate taxes and what you need to do in a best efficient way.”
“I have worked with many in the financial industry over the years and this firm really stands out. My options were explained well and I never felt rushed or pressured to make a decision. The team were patient and thorough, helping me look at a larger picture. I can now feel comfortable about my financial future and that means everything at this stage in my life. I have no hesitation in recommending Financial Resources Group.”
“Jimmy is a stellar Real Estate Agent and a man of integrity. He puts his clients needs first and is very professional. I would recommend anyone that's looking to sell or purchase real estate to contact Jimmy and his team. You won't regret it!”
“I recently participated in my first financial planning session with Andrea Graham and I was blown away by her professionalism and insights. She was able to answer questions that I had been curious about for years and gave me several points of view depending on where I wanted to see my finances in the future. I had a great amount of stress before my meeting but walked away with immense confidence in the direction we are taking. I am pleased that she is financial advisor. I will be sending her and her company all of my referrals.”
“Joseph is the best CPA I have ever worked with. He pays close attention to detail, knows the ins and outs of filing a tax return, and knows how to maximize your return. I recommend him to anyone, and will absolutely be using him going forward!”
“Jose is an absolute professional and is very knowledgeable in his field. He is generous with his time and explains things in a way that makes even the most complicated ideas understandable. Great guy!”
8:30AM - 5PM
2020 Main St Suite 1200, Irvine
Financial Advising
“I'm very grateful for New York Life and my agent Leo Salas for helping me understand the value and importantance of planning for my financial future for myself and my loved ones. I highly reccomend him if u want quality service.”
“My wife and I first met Dan Ohlwiler and his family run Sterling Financial business in Mission Viejo by responding to a dinner seminar. We have been to a variety of different seminars and followed up with an in office meeting with some. Dan never told us what we needed, he asked us what our goals were. He was by far the most honest, freindly and forthcoming representative we have met. He didn't promise wild wealth plans or risky business. Dan exposed us to several safe and steady plans and he carefully explained them for us. We took our time to ask questions. No pressure, no today only deals. We took the documents home and chose the best option for us and signed up. Now almost 5 years later and we are even more confident about our decision to trust Dan and his family. We have made more investments through Sterling and recommended several friends. That proved to be a valuable dinner for us, our family and our friends! S&D, Laguna Beach, CA”
“My husband and I worked with Donte Green! It was a pleasure working with him. He was very knowledge, listened to all our concerns, and helped guide us in the right direction to financial debt freedom. Can not thank him enough for making this experience smooth and possible.”
“if you are looking for the best in tax service for personal or your business needs greg and his staff are the most knowledgable and experienced in the business. they are thorough, experienced, intelligent and up to date on anything tax related , financial or business related. ive used greg and his staff for over a decade and if you want the best in orange county, bar none greg and his staff are the only ones you need to call.”
“My family has worked with Garrett for close to or over 10 years. Being a business owner is stressful juggling with your services offered, inventory, payroll, compliance, marketing, and the list goes on. The last thing we want is to have complications come tax season. Even if you are not a business owner, the team at Crossroads is so knowledgeable that they are able to provide insightful consultations and planning for all of your tax needs - saving you thousands year after year. Their fees are very reasonable and you can tell that team members such as Garrett care equally if not more about your success than anything else. I found great great ways to boost significantly my business efficiency and quality as a result of consulting with great minds like Garrett's.”
“I have been with NCH Tax and Wealth Advisors for 20 years now. I am a teacher and have had many life changes from divorce to teaching stateside and now living internationally as an educator. Through all my life changes I have felt very supported and listened to as their client. I have always felt I have a partner and a coach when considering the risks and gains of my vision of living a balanced financial life. What I appreciate most is that even though I am an average person of wealth, I continue to feel that my goals and aspirations are very much taken into account no matter what is happening in the world's economic environment.”
8:30AM - 5PM
2400 E Katella Ave Suite 410, Anaheim
Financial Advising
“I have been a client of Edelman Financial for several years now. Brad Mauer manages my portfolio along with Mo Basit. The level of customer service and professionalism that Brad and Mo provide is unsurpassed. Discussions regarding money and retirement matters can be quite stressful, but Brad and Mo always make my experience stress free while providing the advice that I need to plan for a secure future. I always feel welcome to call with questions or concerns, and always receive prompt feedback to any inquiry that I have. I am very pleased with my experiences with Edelman, and would highly recommend them for your financial needs. Great team! Many thanks to Brad and Mo for their guidance and support.”
9AM - 6PM
26050 Acero, Mission Viejo
Financial Advising
“Very pleased to have found this place. Cliff was amazing. He guided me through my entire 80 page 401k booklet. I walked away feeling very reassured. Cliff explained everything in detail and was patient to answer all my questions. He is honest and knowledgeable and explains things clearly so you know what your money is doing. Highly recommend. I will be using again in the future for my financial planning.”
“I have been with Chatterton and Associates for over 8 years. I started out gradually with them transfering my accounts one at a time as I have had some bad experiences with financial planners in the past. They have exceeded my expectations in their services that they provide. In addition, I have access to Trust management as well as tax planning and preparation, all under the same roof. There is coordination amongst the three groups to make sure that your assets not only grow, but are also protected. I give them a five star rating and I have invited my friends to look at this firm as well. They provide free class lectures on a regular basis that I can take my friends to. Awesome company.”
“Before using Winter Lozano CPAs to do my personal taxes, I was using one of those online DIY tax preparation solutions. Five years later, I don't know why I didn't make the switch soon. They ask the right questions and show me the best options on how to file my taxes. Even with having multiple W2s, 1099 forms, and so on, they got me covered.”
“We have been Cooke Wealth Management clients since 2002 and can say with certainty that we have been truly blessed to have John and Juliette manage our investments.
They have taken time to get to know us personally and have helped us determine our long-term goals and risk tolerance level.
With all this in mind, they meet with us regularly, and are always quick to respond to questions and concerns.
Their involvement in our lives and finances has helped lift the burden of making investment choices on our own. We can enjoy life without financial concerns, knowing our investments are being managed by those who uphold our Christian values.”
“My family and I have invested with Jeff and Kurt for many years. Their market knowledge, track record, engagement with clients is second to none. They have been able to understand our financial goals as they've evolved over the years and have acted with a steady hand on our behalf to protect assets in times of uncertainty. We look forward to a continued relationship with them in years to come and recommend them to anyone looking for the sophistication of a larger firm and the client service of a smaller one.”
“We are fairly new clients with Mike and we couldn't be happier. Mike is knowledgeable, highly responsive, and made a complicated tax process feel simple and stress-free. From the first consultation through filing, he was professional, thorough, and clearly explained every step. We highly recommend Mr. Smart Tax for individuals or businesses seeking top-notch CPA and tax services.”
8:30AM - 5PM
2825 Main St, Irvine
Financial Advising
“During my visit to the Charles Schwab Main Street branch, Alejandro Diaz's professionalism and knowledge stood out. He listened to my needs, provided expert guidance, and made the experience seamless. I would rate him 10 out of 10.”
“This branch and as a whole this company has there stuff together, they alway answer quickly and are amenable to most everything I have ever asked of them. If your looking for a place to park capital or just day trade I highly recommend CS and this branch.Thanks CS staff.”
“I just want to give a huge thank you to Pacific Ocean Life and their whole team. Anytime I needed help, they were there for me with patience and kindness. Every time I called, they made things so easy to understand and never once were they rude or rushed—just pure goodness all around.
I especially appreciate the help I got over the phone when I had to take care of things like updating my address, phone number, and even my SSN. They walked me through signing everything, getting it faxed, and made the whole process simple and stress-free. When I had questions about checks or anything else, they always took the time to explain and make sure I understood.
One person I’ll never forget is Blake. He went above and beyond helping me find the right websites, answering all my questions, and breaking everything down step by step. Even if I didn’t remember the exact problem I had, he always made sure I left the call with everything figured out.
I can honestly say I’ve never met a nicer group of people. They treated me with patience, respect, and kindness every single time. I’m truly grateful for all their help. I hope their team and leadership see this so they know how much their support is appreciated.”
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“Absolutely amazing service! Jaime really takes his time to make sure he delivers the best service and ask all the right questions to max sure you get the return you deserve!”