Charles Schwab - Sunnyvale (CA)

istvankm This bank does not help the poor. After my wedding and starting nursing school, I couldnt keep up with maintaining $3,000 in my savings account. Therefore, the bank was charging me $15 monthly "maintenance" fees. Now that Im trying to close my accounts with them, they wont let me leave! I have to zero out my accounts (take all my $$ out) and then the only way I can close my accounts is to call the company number (1-800). But they dont let you close for a few days. Probably because they know you still have automatic payments occurring and they want to make sure your account (with $0) is charged so they can squeeze more money out of you with overdraft fees! Its a going away present for BOA! It is definitely a time for a change! If you are tired of losing $$ from BOA, get out of there ASAP! Go to a bank that isnt as complicated and doesnt charge monthly fees! I am personally going to Golden 1 for their free checking. Cant wait to finally rid myself of BOA if they ever let me go!

Tana Ching Ive seen Colisa a few times now and gotten great advice about being a sole proprietor and tax situations based on the changing laws. She can help you plan for big ticket items, unravel tax issues and get you ready for the new year. She is gentle, does her research and specializes in tax resolution. Shell take care of you!

Juanita Lopez Honestly, look no further. David and his Team are absolutely amazing at what they do. I think what makes them more special is that they love to help out people in need and I can grasp theirs genuinely by my own experience :) Taxes can be frightening, but with David Martinez, youll be put at an ease of mind knowing youll be taken care of!!!

Heather Barron Mina had amazing customer service, she helped me cash a check, got it loaded onto a card instantly. She was super nice, understanding and courteous. I will definitely be back to cash any other checks I may have in the future.