Financial Services

Franny Yen has been in the real estate industry since 1997 and is renowned for her reliability and friendliness. Her clients and colleagues appreciate her thoroughness, persistence, responsibility and hard-working attitude. In addition, she is widely known as one of the best mortgage brokers in the area. To stay ahead in her field, Franny makes it a point to keep up with the latest financial information and stay connected with her network of brokers. She also goes the extra mile to analyze and make sure the loan meets her clients’ needs. To her, business is all about building a network of high-quality referral partners to help her clients. Franny Yen - The Loan Story provides a wide range of home loan services, including purchase specialist, first time home buyer programs, low down payment programs, foreign nationals, different types of properties, low jumbo and conforming rates, and FHA and VA loans. With her experience and access to over 50 lenders, she can ensure a fast turn around time of approximately 21 - 30 days. If you are looking for a reliable loan broker, Franny Yen - The Loan Story is the perfect choice for you.

Tax Consultation of America (TCA) is your go-to source for all things tax related. Our team of certified professionals are equipped with the knowledge and experience to provide you with the best advice in individual, S and C corporation, partnership, sales and use tax, federal, state and local taxation. From Certified Public Accountants (CPAs) to Enrolled Agents (EAs), we have the expertise to help you make the most of deductions and credits, process your return quickly and accurately, and plan for the future. We keep up with the changing regulations and laws, so you don’t have to! We will breakdown the information and walk you through the process, so that you feel confident in your return. In addition to tax services, TCA also offers year-round bookkeeping, payroll, sales tax filings and federal, sales and employment audits, allowing you to focus on running your business. We want to be more than just a service provider; we want to be your trusted business partner.

Star One Credit Union – Blossom Hill is owned by its members, not shareholders. We are focused on providing long-term financial solutions that benefit all our members, not just short-term gains for a select few. As a credit union, we are able to share our profits with our members in the form of savings benefits, such as: higher-than-average interest rates on saving accounts, lower interest rates on loans, and reasonable fees on services like checking, credit cards, and real estate loans. We strive to provide straightforward pricing without any hidden gimmicks. We understand that there are many companies vying for your business, and we are dedicated to earning and keeping your loyalty every day. Most of our services are free to members and come with minimal restrictions. We offer low-cost checking, including national ATM networks and shared branches; competitive auto, credit card, and home equity loans; and competitive real estate loans. Our federally insured savings account is also a popular choice for many members.

At Evelyn Saunders CPA, our mission is to provide comprehensive and quality accounting and tax services to businesses and individuals in the San Jose area and beyond. We are proud to serve clients in Dublin, Livermore, San Ramon and Pleasanton, offering comprehensive services ranging from tax return preparation to business entity selection and tax planning. Our experienced team of CPAs also provide bookkeeping services, including payroll, sales tax returns and financial statement review. We strive to provide our clients with the best possible tax benefits and financial guidance. You can trust our team to provide you with the best advice and service. We're here to help so don't hesitate to contact us if you have any questions.

Frank, Rimerman + Co. LLP is a professional services firm dedicated to providing individuals and businesses with the best solutions to their personal or strategic goals. With offices across the United States, the firm offers a comprehensive range of integrated services that are tailored to meet the unique needs of each client. Our commitment to customer service is evidenced by our culture of creating small, agile teams that can quickly respond to changing demands and deliver personalized service. Furthermore, Frank, Rimerman's Advisors LLC is a subsidiary of the firm, offering additional support for clients. With our commitment to service and customer satisfaction, we strive to exceed expectations each and every time. Contact us today to find out how we can help.

Brian Ruiz Insurance is an independent insurance agency founded in 1987. We provide insurance solutions to customers in 8 western states, giving them access to over 30 carriers so they can get the best coverage for the best value. Our mission is to ensure our clients are properly covered and to advise them on the best options available. With decades of experience, Brian Ruiz Insurance offers a wide range of products and services from auto, home, condo unit, renters, landlord properties, umbrella liability, vacant properties, course of construction, motorcycle, RV, boat, term life and financial planning. Our team of advisors is dedicated to helping customers find the perfect coverage and secure the best possible price.

Parkworth Wealth Management, Inc. offers wealth management services to tech professionals so that they can take control of their financial destiny. Often, these workers have their wealth tied up in the technology industry which can be a risky situation. Our aim is to help them break away from relying solely on their company and assist them with making the most of their stock options and RSUs. We are based in San Jose and Palo Alto, California and understand the ups and downs of the tech industry. Our business was created by our founder after his 15 year career in tech and he wrote a book titled "Personal Finance for Tech Professionals in Silicon Valley and Beyond" which can be used to help tech workers avoid being at the mercy of the ever-changing tech sector. We invite tech employees to contact us and arrange a video call to start reducing their exposure to the volatile industry and instead feel secure in their financial future. With our commitment to service and customer satisfaction, we strive to exceed expectations each and every time. Contact us today to find out how we can help.

At Alam One Stop Tax and Accounting Services, we provide professional help with all aspects of QuickBooks applications. Our certified team of experts have over 10 years of experience with the software and are able to assist with acquisition and setup, training, monthly and quarterly review and maintenance services. We strive to ensure accuracy throughout the setup process and can help to produce useful reports for businesses as well as streamlining daily transactions. Our services include data entry, bank and credit card reconciliation, payroll, payroll taxes, W-2's, state sales tax (excise tax return), 1099's, A/R & A/P (invoicing and bill paying), journal entries, and electronic filing of all taxes. We also offer Canopy Tax Preparation services. With our experienced staff and comprehensive services, we are committed to helping you make the most of QuickBooks.

Smart Tax Inc is a full-service bookkeeping firm based in the Bay Area, offering tax preparation, book keeping and payroll services to individuals, business owners, executives and independent professionals. We are committed to providing our clients with the highest quality of service and advice, helping them to maximize their tax refund while avoiding costly mistakes. Our team of experienced professionals understand that accurate and timely book keeping is essential to running a successful business, and are dedicated to helping our clients achieve their goals. Our comprehensive range of services includes monthly statement and reports, general ledger, financial statement preparation, balance sheet, bank reconciliation and cash flow statement. Our long-term relationship with clients ensures that their accounting systems accurately reflect their current situation, allowing them to focus on running their business.

Creating a secure financial future doesn't have to be complicated and overwhelming. Eric Heckman of Heckman Financial & Insurance Services has developed a Blueprint To Worry Less Wealth™ which helps to maximize financial opportunities while minimizing taxes and protecting principal. His approach is tailored to each client's individual needs and will help them to create a plan for their future. Eric and his team are experts in alternative financial products and wealth management and are dedicated to helping their clients reach their financial goals. They provide personalized services to build a portfolio that is designed to protect and grow clients' assets while preserving their principal. Their process has been trademarked and Eric offers complimentary consultations so that clients can get started on their journey to financial freedom and security.

At SFI Snarr Financial & Insurance Services, we are committed to providing estate planning solutions for families and businesses in the Bay Area. Our team of experts work with top lawyers to ensure our clients get the best legal advice and services tailored to their needs. We assist with life insurance, disability insurance, mortgage protection insurance, key person life insurance, group life insurance and more. In addition, we also offer reviews, quotes and advice on annuities, 403(b)s, IRAs, Roth IRAs, SEP IRAs and other long-term care options. Our experienced professionals have expertise in life insurance planning and advising, allowing us to provide superior service to our clients. We take pride in the quality of our services, and aim to ensure that your needs are met quickly and efficiently. Our experienced team of professionals is here for you, so don't hesitate to get in touch today.

At Loan On Time, we strive to provide the best service and lowest interest rates possible to ensure a smooth shopping experience. We offer pre-approval and first time home buyer advice, as well as conventional mortgage programs, equity lines, construction loans, and FHA loan services. Our team also specializes in Short Sale and bank-owned property sales and listings. With our competitive rates and experienced staff, Loan On Time is the perfect choice for your real estate needs. You can trust our team to provide you with the best advice and service. We're here to help so don't hesitate to contact us if you have any questions.

At Wheeler Accountants, we strive to provide our clients with the best possible audit, accounting, tax, consulting and compliance services. We serve a wide array of clients including high-net worth individuals and public companies, as well as small business owners and individuals seeking financial advice. Our team is highly experienced, professional and dedicated to ensuring our clients receive the highest level of guidance and support. We have the technical expertise, resources and commitment to excellence to help our clients successfully navigate the ever-changing financial landscape. Our staff are knowledgeable and experienced in all aspects of taxation, accounting and auditing and can offer custom tailored solutions to meet the individual needs of each client.

Unlike other financial institutions, First Tech Federal Credit Union exists to serve its members, not to make a profit. We strive to use our time, money, passion, experience, skills, and every other resource we have to ensure that our members have the best possible outcome. This commitment to our members' futures comes in a variety of forms, such as personalized advice and services, as well as industry-leading services and competitive loan rates. We don't do this to benefit stockholders (as we don't have any), but rather to invest in our members. At First Tech Federal Credit Union, we are devoted to helping you reach your goals at whatever stage of life you’re in. Our unique approach is an important part of restoring fairness and decency in financial services. Invest in yourself and unlock your full potential. Invest in the future you want and deserve. Invest in you.

CJ Advisory is committed to providing a comprehensive range of financial planning services that help clients remove obstacles and make the best decisions for their unique situations. We strive to educate our clients on all aspects of their financial affairs, while finding the most cost-effective ways to implement those decisions. Our goal is to work in partnership with clients, forming strong and lasting relationships based on trust. At SageView Advisory Group, we have a team of experts who are dedicated to delivering top-notch service and advice. We provide independent and impartial guidance, tailored to the individual needs of each client. With years of experience in the financial industry, we strive to ensure that our clients receive the best possible outcomes from their financial decisions.

Christopher Huang CPAs, Inc. is a full-service accounting and tax firm providing a wide range of services to clients in various industries across the U.S. and globally. Our mission is to provide professional, reliable and innovative solutions that help our clients succeed. Our 6 sites are located in Seattle/Bellevue, Los Angeles/Irvine, the Bay Area San Francisco and China. Our team is comprised of talented individuals with multi-lingual skills (English, Mandarin, Cantonese etc.) and a wealth of knowledge and experience. We specialize in offering superior services to clients from high-tech, health care, legal service, real estate, manufacture, retail, food service, and public charity sectors.

At Modi's Tax, we specialize in providing comprehensive tax solutions for individuals, LLCs, Corporations, and Start-ups. Our team of experienced professionals offers expert tax preparation, tax consultation, tax planning, audit representation, and filing FBAR, FATCA, PFIC, delinquent FBAR, and FATCA returns. Furthermore, we help taxpayers to apply and renew their ITIN application and handle IRS CP48 notices. Our firm has developed a 15 step process to ensure accurate results for every type of tax return. We also provide personalized consultations to help customers achieve their business and personal goals. From personal tax returns to business tax returns and payroll, we are dedicated to helping our clients get the most out of their taxes.

TLK Tax Services is a professional accounting firm that specializes in providing tax, bookkeeping, and accounting services to individuals, partnerships, corporations, and S-Corporations. We offer services such as income tax filing for all of the above entities, sales tax, bookkeeping, and accounting services. Additionally, we provide payroll services such as W2, W3, W7, 1099, and 1096 filing, as well as filing of quarterly DE-6, DE-7, 940, and 941 reports. If you would like to learn more about what we have to offer, please don't hesitate to give us a call today. No matter what your needs are, we will do our best to provide you with the top-notch service that you deserve.

At Vantage Point Finance, we believe that everyone should have the opportunity to make their dreams come true. We specialize in providing flexible loans and mortgage programs for both first-time homebuyers and experienced investors. With over 20 years of experience, our team of experts are here to help you reach your financial goals. Our mission is to go beyond the traditional banking services and offer our clients options tailored to their individual needs. We pride ourselves on providing top-notch customer service and strive to make sure that each person is able to realize their dreams of home ownership. Our commitment to excellence ensures that you will receive the best possible advice from our team.

Tax Defense Network is a tax resolution firm that provides affordable solutions for federal and state tax problems. Our mission is to assist our clients in resolving their tax debt through transparent pricing and superior customer service. The team of experts we employ includes certified public accountants, enrolled agents, tax attorneys and analysts, all working together to help thousands of customers with IRS payment plans, liens and levies removal, back taxes resolution, and filing late tax returns. We have consulted on over $18 billion worth of tax debt since our establishment in 2007. We take pride in the quality of our services, and aim to ensure that your needs are met quickly and efficiently. Our experienced team of professionals is here for you, so don't hesitate to get in touch today.