Teh Financial Coaching

Teh Financial Coaching

Reviews Summary

Christine receives overwhelmingly positive feedback as a compassionate, knowledgeable financial coach who helps clients gain control of their finances. Reviewers highlight her ability to simplify complex topics, provide personalized guidance, and create actionable plans. Many credit her with reducing financial anxiety, improving net worth, and teaching sustainable money management skills. Her approach combines practical tools with emotional support, making finances less intimidating. Clients appreciate her professionalism, patience, and talent for tailoring advice to individual needs—from budgeting to retirement planning. Multiple reviews note significant financial improvements and newfound confidence after working with her.

About This Listing

Tax Preparation
Tax Planning
IRS Representation
Budgeting
Financial Advisory
Small Businesses
High-net-worth Individuals
Startups
Individual Taxpayers
Real Estate
Technology
QuickBooks
Xero

Who Can Work with a CPA?

Individuals seeking tax prep, retirement planning, or financial advice
Small business owners needing bookkeeping, payroll, or tax compliance
Freelancers and contractors with 1099 income or complex returns
Couples planning finances together or managing joint returns
Investors with capital gains or rental property income
Anyone looking for year-round financial guidance and peace of mind

*Note: CPAs may specialize in different areas. Be sure to check credentials and service offerings.*

First-Time Clients

If this is your first time working with a CPA, don’t worry — most professionals offer a free consultation and will walk you through what to expect. You may be asked to complete an intake form, share financial documents, or set clear goals for your session.

What to Know Upfront:

Documentation Bring your most recent tax returns, income details, and any financial concerns
Availability Appointments fill up quickly during tax season — book early if possible

*Note: Every CPA operates a bit differently. Don’t hesitate to ask questions before committing.*

What to Bring

Government-issued ID for verification
Tax documents (W-2s, 1099s, investment summaries, etc.)
Receipts or logs for deductible expenses, donations, or mileage

*Tip: Organize your documents in advance to save time and ensure accuracy.*

Preparing for Your Appointment

Write down any financial goals or questions in advance
Check if your CPA offers virtual sessions or document uploads
Bring a notebook or use a notes app for key takeaways
Know your deadlines for filing, payments, or compliance

*Note: Preparation helps you make the most of your CPA’s expertise.*

How to Get Started

Use our directory to find highly reviewed CPAs near you. Reach out directly to schedule your consultation.

Other Helpful Info

Many CPAs offer both in-person and remote consultations
Fees may be flat-rate, hourly, or based on service complexity
Some CPAs specialize in industries like healthcare, real estate, or tech
Check for client reviews and credentials (CPA license, EA, etc.)

*Note: Every CPA is different — take time to find one who fits your goals and style.*

Features

Tax Preparation
Tax Planning
IRS Representation
Budgeting
Financial Advisory
Small Businesses
High-net-worth Individuals
Startups
Individual Taxpayers
Real Estate
Technology
QuickBooks
Xero

Contact Information

Address

Expedition Ln

Milpitas, California 95035

Hours

Sunday 10AM-6PM
Monday 10AM-6PM
Tuesday 10AM-6PM
Wednesday 10AM-6PM
Thursday 10AM-6PM
Friday 10AM-6PM
Saturday 10AM-6PM

Customer Reviews

She's the real deal! I'm grateful to have come across her. It's rare to find someone in this space that can be very knowledgeable, effective, direct yet compassionate, skilled, dedicated, incredibly supportive, and down to earth. Christine is all that and more. Christine has been very impactful in the growth of my financial mind. Extremely supportive in the personal growth that comes along with that as well! We've only just begun but have covered so much. Budgeting, taxes, investment, and most important

Christine Teh has given me excellent guidance about my finances and created a spreadsheet that I can actually use. It is simple, straightforward, and easy for me to input my information. She has helped me see how my beliefs about money have prevented me from taking control and achieving financial reality. Also, I was freaking out about a mistake I made on my income tax return and Christine helped me figure out what I had done wrong. I was able to submit an amended return and get a refund for the excess taxe

Our experience with Teh Financial Coaching was amazing. A friend recommended Christine and we couldn't be more grateful. She was very good about focusing on the goals that were important to us. This past year we have seen our net worth grow, we have a better understanding of investing, and we gained confidence in our financial future. We would recommend Teh Financial Coaching to anyone who is in need of Christine's expertise. The value of her service is worth investing in, pun intended.

Christine has been an amazing financial coach. Financial literacy is something that I've always had a difficult time with. After I graduated from grad school I felt overwhelmed not knowing where to start with budgeting and understanding my finances. Christine helped me figure out all my loans, credit card debt, and spending habits. I am so happy I met with her, she is patient, very knowledgeable, and easy to talk to. I have learned a lot of financial literacy skills that I plan to continue to apply on a dai

We have worked with Christine for almost a year and couldn't possibly be more pleased with the results. Christine is not only a genuine and wonderful human being, but she is an exceptionally candid, forthright, and reasonable financial coach. What she provides isn't just a bunch of numbers or targets and goals, but really a framework to empower us to be more in tune with our finances, plan better, and ultimately achieve our goals sooner than we would have ever thought realistic. We were stuck in a rut of do

Very quick response time. Deeply informed about financial practices and a wide array of knowledge. Direct, and gives you the info you need to hear without sugar coating. Very prompt. Always kept meeting times, and has a flexible client management system and online scheduling tools that made it simple to reschedule without it being cumbersome. Thank you for helping us balance our financial life!

Christine is a true life saver! Before meeting her, I had no clue how to save my money. I never thought I would be able to budget everyday and not be scared to check my bank account, but gone are those days of worry and fear. Christine has helped me increase my net worth by $20k in 6 months, which is a huge deal for someone in their 20s like myself. Christine is super professional, always on time, and has ALL the answers to my money questions. She makes me feel comfortable to be truly honest and vulnerable

tl;dr: I have been working with Christine for over a year, and in that time she has helped me feel comfortable with finance for the first time in my life and increase my net worth by over $100k. If you are looking for someone to take you from financial chaos to order, predictability, and to develop or increase your financial literacy, Christine is your coach! I approached Christine after I separated from my partner who used to handle all our finances. At the time, I got very triggered and emotional even t

Definitely recommend Christine as a financial coach! I had a lot of anxiety around finances and I was feeling very overwhelmed. She made me feel so comfortable and really broke it down for me. She has such a vast knowledge, good personable communication skills and actual helpful insights to financial needs. 10/10 would recommend, feeling so much better about my finances. Thanks!

Christine has helped me put my finances in order and I do believe I now have a healthy attitude towards my finances. I used to be so anxious because of fears that I don't have enough money for my retirement and at the same time I fear that I am too stingy but she has helped me find the root cause of all these anxieties, see the overall picture of all my finances by monitoring my assets and stick to a budgeting system. I can smile now and found peace with my finances. I can spend money with no guilt and I fe

Christine was amazing! She helped me feel more confident with my finances and I learned so much. She was patient, knowledgeable, and practical. I have recommended her to friends and family. I love her direct approach and appreciated her individual attention to detail regarding my finances. Highly highly recommend her!

My wife and I have been working with Christine for the past 4 months. Our finances used to be something we didn't want to examine too closely. Now we track all of our income and expenses and regularly?think about how we can improve both. Christine's financial expertise is extensive, so she can jump between budgeting, taxes, investing, and business finances at any moment. The true value in working with Christine is her ability to help us feel more comfortable with our finances. Strengthening our finances st

I never write reviews but this deserves acknowledgment and praise. Here is some insight into my life. I feel extremely oblivious in the world of financial matters. Especially, when I hear words like: 401k, roths, roll-overs, investments, credit cards, debts and so on. What does this all mean anyways!!?? I hope I am not the only one that feels like this? All these financial terms turn into a windy and blurry road at times. This feeling is comparable to the times, I have one-to-many glasses of wine...Hahaha.

For many years I have been having unanswered questions and concerns around my finances and anxiety about money in general. I had questions like how much do I need in retirement, how to understand my tax return, how to determine how much of an emergency fund needed personally and for my small business, and determining how much I actually need for bills, how much to save, and how much I actually spend each month and year. I found Christine online and listened to some of her podcasts. When I met with her she a

Christine has such a holistic view of what financial health is. So many advisors or coaches focus on only one or two aspects, but Christine helps you delve into the issues behind your relationship to finances, so that you can build a lifelong healthy relationship to money. She also is an IRS enrolled agent and did my taxes! From budgeting to money psychology to planning for the future, Christine is the perfect person to help you meet your financial goals. She's also incredibly warm and empathic, so it's eas

Christine has helped us reach our goals with a deliberative and systematic approach. She applied her great skills and caring character to help us identify our money mindset and clarify our values. She gave us a systematic way to manage our finances that have proven to be repeatable. We thank Christine for being a great coach! I would highly encourage anyone to seek her coaching out.

It literally took one month for Christine to turn my finances and financial outlook around. After a month of working with Christine, I was already seeing tremendous progress and improvement. She literally turned my future from being a winding road of stress and confusion to a clear path filled with hope and prosperity. As a working mom with plenty on my plate, I didn't make budgeting and financial planning a priority. Christine helped me make sense of my money and showed me how to track and categorize e

For years I've only focused on how to make more money but never put much thought into how to better manage my own finance. I'm so glad I had the opportunity to work with Christine. She not only helped me to put everything together, but also gave me a whole new perspective to look at my personal finance. I love Christine's passion in coaching as she genuinely cares about helping people to do better and do well. She listened very patiently and asked many relevant questions to first make sure she understands

When I first moved to the Bay Area, my finances were frankly in shambles. I saw that Christine was setting up in-person consultations and transformed how I approached budgeting in my finances. She would say get you to need to get comfortable having a relationship with money and immediately developed a budgeting strategy once we started our sessions. It was a transformative moment for me - Christine's own story and personable approach to finances was very practical, and easy for me to start taking steps towa

Christine is an incredible financial coach that I would highly recommend! Not only did she put me on a clear financial path, but she also noticed that I had paid way too much in taxes and was able to get me a sizable refund. The tax error was due to overlooked RSU paperwork by my previous tax preparer. She helped me understand the complexities of my finances instead of just telling me what to do. I'm excited to continue our work together in the future.

When my wife and I wanted to improve our financial outlook and plans, we consulted a number of advisers. Out of them, we found only Christine that was trustworthy and down to earth. We liked her so much we have remained her clients for close to 3 years! I have taken a complete course package as well as individual sessions. In each of them, I paid a flat fee and I felt that Christine genuinely helped us navigate the financial decisions. These range from taxes, mortgage, budgeting and investments. Above all s

I conducted a pretty extensive search for a financial advisor over the last few months, and based on her great reviews decided to talk to Christine. After our first complimentary phone interview I decided Christine could provide the help I was looking for. We just completed the second of my hour-long consultations and I'm already seeing incredible results! Christine has helped me realize I can spend money on 'fun' stuff and I won't go broke. She has encouraged me to enjoy my life and spend money if I want,

I had the privilege of working with Christine as my financial coach, and I can confidently say that she has been the catalyst for transforming my financial life. Her guidance and expertise have been invaluable in helping me overcome my previous struggles and build a solid foundation for financial responsibility and success. When I first approached Christine, I was grappling with a recurring pattern of accumulating credit card debt. Despite previously successfully paying off nearly $20,000 of debt within a

Are you struggling with keeping track of your finances? Unable to stick to a budget or even build a savings account? Yup, that was me 6 months ago. I worked long hours yet my bank account was empty by the end of the month, and I was constantly behind on rent. One day on my long commute to work, I was feed up and realized I needed help. I found Christine on yelp and gave her a call that same day. She has completely changed my life! Without her I would've never gone out of my comfort zone to look for a better

I am grateful for Christine. She thoughtfully and efficiently guided my Wife and I through the creation of a budget that manages our financial obligations intelligently and with transparency. Christine is honest, funny, smart, considerate, and customer oriented. Christine possesses a high emotional IQ, and uses it effectively to review your relationship with money, and delve into areas that require examination. Since we have been working with Christine, our net worth has increased and our marriage has impro

Christine helped me with foreign inheritance tax. This was quite complex, and I really appreciated her doing her research ahead of our meeting and providing me with detailed steps to comply with the tax laws. There were some forms that I had to submit outside my 1040 and some with my 1040. She was very thorough and sent all the instructions by e-mail. She also reviewed my tax returns and taught me how I can check if my rental property depreciation calculations are correct. She was one of the best CP

I was so glad I signed up for a session with Christine - she made me look at finances in a new way. She has a sleeve full of tools and tons of experience to help you better manage finances and made sure I understood what she shared and that I had manageable goals I could start working at. She also made finances fun and approachable with her warm and enthusiastic personality, thanks Christine!

I am so relieved after talking to Christine about my finances. My husband and I feel we can tackle them now. She's precise, methodical and cuts to the chase. We felt very comfortable talking to her. I have a lot of hang ups about money and I am so looking forward to working with her on them. I know her from my meditation classes. She's very sharp and gets to the bottom of a problem very cleverly. We want to work with her on our finances going forward. We know we am in good hands. Thank you Christine!

Christine was a joy to work with. She was an absolute professional and didn't make us feel dumb for asking really basic questions. She takes her work seriously and her approach to managing money as a couple was a great exercise for us to get comfortable with money matters as a young couple. Her approach is methodical and each session builds upon the one before it, this helped us to make sure we "got it." For anyone who is planning for the future, trying to save, or buy a house or just wants to understand an

Christine was invaluable in providing information that I needed to make investment decisions regarding our retirement savings. She took the time to clearly explain the best options for us to start contributing to our retirement and plan our investment choices so that we could be on track to start a solid retirement portfolio. I would highly recommend her and I look forward to working with her in the future.

I thought I was financially savvy enough to do without the services of a finance coach, but after a few sessions I have realized that our finances needed some help. Christine has really helped my husband and I get our finances in order. She set us up with a budget, and has been great at following up with us to adjust it as we go along. Moreover, she has helped us have some of the tougher conversations about how we spend and best ways to save money. Thanks to her, although we still have a long way to go,

Christine is a rare find, a true gem. I wish I found her years ago. Christine has been helping get my huge student debt in order. She created an elaborate spreadsheet and analysis to help determine the most cost effective and manageable way to pay off my student loans. Honestly, I was so utterly overwhelmed by them and feeling like I could never find my way out of the debt and high interest that accrues daily. Christine helped me find the light at the end of the tunnel! Christine is very knowledge and when

Christine has been helpful in my financial growth. I wasn't a fan of looking at my finances but she has helped me be accountable to it. She taught me how to have better attention to where my money is going and to think more about my future financial goals.

At 64, Christine has helped me finally understand my relationship with money, help me set monthly goals, as well as see out in the future to create my goal to be financial secure by the time I am 70. By having me write out my history with money, she has coached me through my limiting beliefs which was the foundation for taking her "advise" for getting back on track. Her business is a full circle, understanding your issues and then getting on with financial security. Thank you Christine!

My wife and I could not have found a better Finance Coach than Christine. Within our first session, she was able to give us a snapshot of our financial health, came up with a plan to keep our finances positive, and taught us about investments. But I would say the single greatest outcome in hiring Christine, is it brought peace of mind and workability with my wife. We had drastically opposing methods of maintaining our savings/spending, and after our first session with Christine, we were both on the same

Financial literacy is something that I've always struggled with, and beyond skimming through the occasional investment books/half-hearted research attempts, I've never been motivated to learn about finances. Christine has really motivated me to invest, and she has also broken down finance topics that are easy to comprehend. I greatly appreciate her guidance, her flexibility, and her willingness to teach. Thank you, Christine!

Christine is a great financial coach and helps develop financial plans that fit your needs and retirement goals. I am fairly good about managing my finances, however I gained a lot of good information from Christine about holistically managing your money and some very useful tips which would help make a huge difference. I would strongly recommend Christine for financial guidance and personal finance. She is very knowledgeable and spends good time to understand your financial needs.

Since getting in touch and meeting Christine my finances have improved significantly. Christine was able to see the big picture and pinpoint the areas in which I can improve. In a very short time I was able to see results and that's what matters. Her service is easy to use and affordable and I would recommend it to anyone. It just takes one phone call to change your life and she makes it so easy with great friendly service.

Christine has the rare talent of taking something that can otherwise be very complex and intimidating and breaking it down into easy to understand pieces. She analyzed my current retirement portfolio and educated me about the hidden fees that are making me lose money. She also showed me a better approach to finding the best funds to invest in. After just one coaching session, I feel like I have enough information to make some solid financial choices to improve my returns. I look forward to continuing to wor

Christine was amazing! I had initially gone to H&R block to file my taxes and was told that I owed a significant amount on both Federal and State. I had already hired Christine for some financial coaching, so I asked her to take a look at my taxes as well. She was able to appropriately itemize and deduct my yearly expenses to where I ended up getting a refund. We reviewed everything together and it all seemed correct, and made much more sense to me than the previous estimate from H&R block. I'm so thank

Christine and I have worked together for a long time and she is always been passionate about finance. She is always interested to learn something new and provides feedback to my financial situation that I found very helpful. She really cares that you become independent to manage your money. I highly recommend her. You're definitely in good hands!

Christine gave me a very insightful individual assessment of my finances (along with actionable recommendations) at no cost. Christine wasn't hard-selling anything: she was very helpful and easy going. She also gave a great presentation about budgeting via Hangouts. I look forward to attending more of these presentations. Thanks Christine!

Christine has helped me organize my finances since I moved to the Bay area. Definitely not a cheap area to live in but with her knowledge and coaching she has been preparing and setting me up for success financially. I still have a lot of work to do with my current situation but I do appreciate Christine pointing me in the right direction and providing her services to get me in the position I am aiming to reach.

Christine has been extremely helpful in getting me back on track with my finances. I am much more organized and feel like I actually am getting things under control. I'm paying off lots of debt that accumulated from higher education and wasteful spending. I appreciate that Christine tells it like it is. She won't mince words when she doesn't feel like a proposed decision will derail your ultimate goals. Focus, focus, focus. Thanks, Christine!

Christine has been great! She takes time to discuss relationships with money while demonstrating a disciplined approach to managing it. She also did a great job with my taxes even though my record keeping was totally lacking.

Teh Financial Coaching has helped my wife and I talk about finances and make both small and big differences in our lives. We are given lots of tools and guided through how to use them. Teh Financial Coaching was recommended to us by friends, and she has helped them as well. We trust Christine and have made positive changes in our lives since working with her. We are continuing to work with her in order to solidify the good habits we started with her.

As many of us know 2020 has been a rough year especially with COVID-19 shutting down everything. For me my world really turned around due to this, I am registered nurse and I lived with my parents, but I had to move out quickly because I worked on a COVID floor. So where does Christine fit into this, you ask? My fianc? and I moved in together sooner than expected, and he introduced me to the idea of having a financial advisor to teach us the fundamentals of financial literacy. Christine taught us how to pro

I worked with Christine to get my feet on the ground after over a decade of graduate school, and loans to match. Christine led me through both managing cash flow and budgeting, and she checked in regularly between meetings to make sure I understood my "homework." She also helped me find what looks like a great student loan refinancing option. I'm grateful for her insights and care--and I will certainly be back for tax season!

As a professional in the health care field, I felt I had a well rounded grasp on how to maintain my health and fitness physically and mentally through years of education and life experience. However, where I was lacking was my knowledge on how to not only manage but also project my financial goals for future success. Christine offered a variety of simple step by step sessions to help me switch my science based mindset towards financial terminology. What I found extremely important, and Christine did a trem

I was given an opportunity in obtaining some financial advices from Christine. Her genuine professionalism gave me a comfort level that's different than speaking to an investment bankers who just wanted to make their commissions with your money. If you are someone who is in the stage of investing, Christine will coach you on how to invest your money by minimizing your investment risks using the tools she recommended, so that you won't experience an extreme emotional rollercoaster ride from investing your

What can I say about Christine other than, WOW!! She has extensive financial knowledge and the innate ability to fully understand my needs. I have applied the things she has suggested and I am finally on track to achieve my financial goals. Thank you so much, Christine, you have made a huge impact on my life!!!

I tried so many different types of plans and programs over the years. Nothing stuck. I found Christine through a LinkedIn connection and decided to sit down with her for the free 30 minute consult. Those 30 minutes changed my life. It took me a few more months to get serious enough to hire her and follow her plan tailor-made for my needs. Working her plan has changed the entire trajectory of my generational wealth-build. She takes a holistic approach and helps find the why behind habits. Couple that with an

My wife and I had an outstanding experience working with Christine. In just three working sessions, we were able to put in place a framework that is helping our family strengthen our financial literacy and decision making. Her passion for coaching awoke a strong desire to educate ourselves about finance and was a motivation to put the work into making her coaching framework work for us. We appreciate that she does not downgrade approaches or insist on specific strategies but takes the time to help you co

I attended Teh Financial Coaching's introductory workshop. It was very beneficial to my nonexistent budgeting that was not happening. The workshop gave me some crucial insight into setting up and maintaining my budget. It allowed me to get over the fear of looking at the money coming in and out of my accounts to establish a confidence I can keep track and have control over my finances. I recommend working with Christine, even after the workshop she has continued contact and check ins????????

I love working with Christine. I love her style. She is an educator and doesn't judge my lifestyle decision. She customize her plans so I will reach my goals based on my life values. Life happens and it's easy to get swayed by other things. I'm glad she's there to remind me of what's important. I learned so much from her during the time we worked together - from helping me with my insurance, teaching me what investments is about, explaining my taxes so I can understand and planning for my future or retireme

Christine was kind enough to review my financial situation at a high level (during the complimentary session) and suggested that there are ways for me to get everything I want as long as I create a budget and manage my finances better. Looking forward to working with her to achieve my dreams.

I met with Christine to talk about investing with free money. I like how she is able to quickly analyze my situation and gave structured advice on investing money in a risk diverse way. She also takes notes during the coaching session and sends those to you after so you could just focus on the discussion. Very easy and a passionate professional to work with!

I worked with Christine for several weeks for understanding the emotional aspect of financial coaching. For too long I only considered the numbers and how to allocate percentages to food or rent and missed out that people's habits are driven by their past that can effect the rest of their lives with how they handle money. It was a great couple weeks and really opened my eyes so I can continue to move forward to where I need to be without getting caught up in the past.

Christine really helped me understand my own finances better and how to help them grow. Her budgeting tool was very helpful and is something I will continue to use! Loved learning from Christine

As a trainer, she is generous with her knowledge and constructively critical in her explanation. My short talk with Christine opened up new resonances in financial management skills and has changed the way that I work and interact with my finance.

My wife and I are milleniels who were stressed about money and never felt like we could get our heads above water. We had a ton of debt, a lot of trouble saving for the future, and were never taught financial literacy skills. We contacted Christine and she put us on a plan and offered not only financial coaching, but also behaviorial coaching. It's been less than a year working with her and we have already saved more than we have in the past, consolidated our debt into a loan with a more reasonable interes

I wanted to work with Christine after starting my business and needing to get clear on managing different avenues of cash flow, learning about healthy investments and being intentional about my retirement planning. I love how she marries the foundation of your mindset to create lasting behavioral change with her expertise in planning and investing. I've felt a huge shift in my control over money and my future!

Excellent PERSONAL financial coaching. Very amicable and encouraging environment. She intuitively knows what to say and what to do to guide you in the right direction. When it comes to personal finances, I know I want to be talked to with compassion and understanding and that is exactly what Christine does. She has a knack for being professional and at the same time, connecting with you. I highly recommend her as a personal finance coach.

Ms.Teh teaches simple and practical finances. She can take complicated concepts and concise them down into very simple action steps. So very helpful, kind and friendly. Don't be afraid to share your personal goals, thoughts, values, beliefs, etc. She is very understanding and truly wants to help people achieve a better quality of life and actually wants to get to know you as a person! When it comes to quality, this is where it's at! I highly recommend to anyone, regardless of their level of experience in th

I contacted Christine over email and got a prompt response. This is how you sort of know that it'll be a good service. I believe it was a free 30 min consultation at first, if I'm not mistaken, then after the consultation you can decide if signing up is good for you. Overall all I had a good experience with Christine. She have me the option to meet in person or through zoom. The first 2 times we met in person, but then this whole COVID-19 situation made it impossible, so we met through zoom the last 2 or

I have been working with Christine for a few months now and she's really helped me transform how I approach finances. I can see a change in the numbers and in my overall feeling/attitude towards money. Great results all around! Highly recommended!

We were very impressed both by Christine's knowledgeability and the passion that she brings to her work. She was energetic, conscientious and caring in her approach. In addition to that, she was intent on "going the extra mile" to offer true value. We really appreciate her contribution and would recommend her enthusiastically to anyone in search of financial coaching.

Working with Christine in Money Coaching has been an incredible experience for me. I was intrigued by the concept and sought to understand why I behaved and felt the way I did with money, but I had no idea behind the WHY's of it all nor how to change; she was truly an effective guide in helping through what can be very tricky waters to traverse. She was kind, patient, allowed for me to ponder and discuss, and was gifted in knowing which questions to ask at the right time which really allowed for a feeling o

Christine was extremely helpful in helping me map my financial goal. She was professional and spent 1/2 an hour in coaching me what steps I need to take in-order to retire financial secure.

I needed help with my finances after the divorce since I'm starting from scratch. I was worried that she wouldn't understand my situation but she got it right away during our complimentary chat. I'm glad I took a chance with her. I've been working with her for a couple of months now and I can see a difference in my finances . I highly recommend her. She's a smart, compassionate but tough lady and i needed that at this point in my life...

Christine is incredible! She is very personable and knows what she is taking about! She makes you feel comfortable while helping you become financially free, which is no easy feat!

I randomly found this financial coaching and am so glad I did. I needed a gentle nudge to get my finances focused. Christine was and is very knowledgeable and gave me the information/motivation to move my life in a more secure direction.

Christine really knows what she is talking about. I asked her about a particular situation and she was able to provide me with an answer that both compassionate and logical. I really enjoyed talking to her and she really put my mind at ease. If you are going through any time of financial situation I would recommend that you reach out to her and lete her help you

If you are struggling with your finances, Christine at Teh Financial Coaching is an amazing resource! She will quickly assess your money pitfalls and help put a budget in place that works for your family. I highly recommend Teh Financial Coaching!

Christine is a wonderful coach and I learned a lot about investing from her! She is super friendly and compassionate! She is knowledgeable on a variety of topics!

?Christine is great at not only the practical aspect of finance, but also the money mindset as well. She will not only work with you on your budget and managing cash flow, but also on tax planning and retirement planning. I love her approach. She focuses on teaching how to own your finances, instead of depending on someone else. As a health insurance broker I have worked with her clients, who I felt were well informed and were in full control of their finances with Christine?s coaching. I recommend Chr

I started new job in US and wanted to manage my expense and taxes. Christine helped me to plan my finances in an organized way. Great help. Thanks Ms. Teh.

She was very professional and detailed, making sure to get to know me and my individual goals. She gave great perspectives I didn't think about before to help pay off my mortgage.

Christine is very knowledgeable in her craft and has helped me navigate my financials better than when I started.

Christines delivery of service was impeccable, easy to lean, listen, and follow. Changed my way of thinking financially forever. Highly recommend.

The best service ever, she was able to explain everything I wanted and need to know. She made me feel like I can do achieve my goals!!!

Christine knows what she's doing when it comes to helping you get your finances in order. Friendly demeanor and I know she will help me.

Christine has a no nonsense approach and she certainly knows her spreadsheets!

Enjoyed our conversation and look forward to learn more!

Enjoyed the conversation. Very helpful.

I can't recommend Teh Financial Coaching enough! Christine has helped me take control of my finances and think about things in different ways. She found an error on my taxes from a previous year that saved me over $200. It does take work, but it's highly worth it.

Frequently Asked Questions

What qualifications should I look for in a CPA?

Look for a Certified Public Accountant (CPA) license, which ensures they’ve passed rigorous exams and meet state requirements. Check for relevant experience in your industry, additional certifications like CFA or CMA, and membership in professional organizations like the AICPA. Verify their credentials through state licensing boards.

How do I find a CPA in my area?

Use online directories like the AICPA, CPAverify, or state CPA societies. Search platforms like Yelp or Google for local CPAs with reviews. Ask for referrals from business associates, friends, or financial advisors. Local chambers of commerce can also provide recommendations.

What’s the difference between a CPA and an accountant?

A CPA is a licensed professional who has passed the CPA exam and met state requirements for education and experience. An accountant may lack this certification and could have varying levels of expertise. For complex tasks like tax audits or financial reporting, a CPA is typically more qualified.

How do I know if a CPA specializes in my needs?

Ask about their experience with your specific financial needs, such as tax preparation, small business accounting, or estate planning. Review their website or LinkedIn for case studies or client testimonials. Inquire about their client base to ensure they handle similar financial situations.

Should I check a CPA’s reviews before hiring?

Yes, reviews provide insight into a CPA’s reliability, communication, and performance. Check platforms like Google, Yelp, or the Better Business Bureau for client feedback. Look for patterns in reviews, but verify their authenticity, as some may be biased or outdated.

How can I verify a CPA’s license?

Visit your state’s Board of Accountancy website or use CPAverify.org to check a CPA’s license status. Confirm their license is active and check for any disciplinary actions or complaints. This ensures they’re in good standing and meet professional standards.

What questions should I ask during a CPA consultation?

Ask about their experience with your financial needs, fee structure, availability, and communication style. Inquire how they handle tax filings, audits, or financial planning. Ask for references or examples of similar work to assess their expertise and fit.

How much should I expect to pay for a CPA’s services?

Fees vary based on location, services, and complexity. Basic tax preparation may cost $150-$500, while business accounting or audits can range from $1,000 to $10,000+. Request a detailed fee structure upfront and compare quotes from multiple CPAs.

Can I work with a CPA remotely?

Yes, many CPAs offer remote services through secure online platforms for document sharing and virtual consultations. Ensure they use encrypted tools for data security. Remote CPAs can be effective if they understand your local tax laws or business regulations.

How do I assess a CPA’s communication skills?

During consultations, evaluate their ability to explain complex financial concepts clearly. Ask sample questions about taxes or financial strategies and note their responsiveness and clarity. Good communication ensures you understand their advice and fosters a productive relationship.

What red flags should I watch for when screening a CPA?

Beware of CPAs who guarantee specific tax refunds, lack a valid license, or have disciplinary actions on record. Avoid those with poor communication, vague fee structures, or negative reviews highlighting unethical behavior. Always verify their credentials independently.

Should I choose a CPA from a large firm or a solo practitioner?

Large firms offer more resources and specialized teams but may charge higher fees. Solo practitioners often provide personalized service and lower costs but may have limited availability. Choose based on your needs, budget, and preference for personalized attention.

How often should I meet with my CPA?

For individuals, annual meetings for tax preparation may suffice. Businesses may need quarterly or monthly check-ins for bookkeeping, tax planning, or financial reporting. Discuss your needs upfront to establish a meeting schedule that aligns with your financial goals.

Can a CPA help with both personal and business finances?

Yes, many CPAs handle both, but confirm their expertise in both areas. Ask about their experience managing personal taxes and business accounting simultaneously. Ensure they can balance both without compromising attention to your specific financial needs.

What should I do if I’m not satisfied with my CPA?

Discuss concerns directly with your CPA to resolve issues. If unresolved, check your contract for termination terms. Seek a new CPA by researching reviews, credentials, and referrals. Request your financial records to ensure a smooth transition to a new professional.