UBS Financial Services Inc. - Santa Barbara (CA)

Jonathan Shade Time and time again, Shannon continues to outperform! I have been here before to help with paying the CDTFA. Now, she’s helping me get caught up on our business taxes. If you need to do your taxes, or you are looking to file for your business, please contact Shannon. You won’t be disappointed!! On top of her patience, professionalism and willingness to make your life better, she also has better prices than other CPA’s in the Merced area.

Rigoberto Daza They give the best help for my personal insurance

Deb Monday, 09/15/2025, began as a horrible day! There were 3 fraud account(s) posted on my account, which left me in the negative. I was frustrated and upset because I did not think that this would get resolved immediately, amongst other issues. Clovis’s Branch Manager, Andrea West helped me, and saved me! She was wonderful! Although, it was confusing to me, she knew her stuff, and explained to me what she was doing every step of the way! Prior to her helping me, I was considering changing to another Credit Union. Andrea did a great job, and I would like to thank her for everything, and this is why I’m posting a review!

Tim Do We recently worked with Turnkey on our ERC claim, and I couldn’t be more pleased with the experience. They kept us updated every step of the way, handled communication with the IRS on our behalf, and made sure we understood exactly what to expect. Thanks to their hard work, our refund was successfully processed, and we recently received our check. If you’re considering filing for the ERC, I highly recommend Turnkey. They deliver results and truly take care of their clients.