Gerard Lozano2 days agoFrom
Wen was amazing in getting me a couple of great Tax returns. She was diligent and thoughtful about collecting all of the documents I needed to get the best returns. She amended 2 past tax years and this year's. Although the fee was a little more than expected, the gain in return paid for it. She's very responsive and communicative. I will definitely hire her next year -- or in the coming months ;).
Charles Stewart2 days agoFrom
As a dual-tech couple, we’ve had the pleasure of working with Wen as our tax adviser, and she has been phenomenal! Navigating complex tax scenarios that come with our tech-heavy careers can be daunting, but Wen’s expertise and professionalism make it seamless. She has a remarkable ability to explain intricate tax details in a way that’s not only easy to understand but tailored to our unique situation as a family juggling different business ventures and tech roles. Her responsiveness and thoroughness give us complete peace of mind, knowing that we’re never missing a beat in tax planning or filings. We’re beyond impressed with her service and highly recommend her to anyone seeking a reliable and knowledgeable adviser who truly understands the complexity of tech professionals' finances. We look forward to continuing this great partnership!