Turnkey Financial Solutions

Turnkey Financial Solutions

Reviews Summary

Turnkey Business Solutions receives consistently glowing reviews for their expertise in handling Employee Retention Credit (ERC) applications. Clients praise their knowledgeable, responsive, and professional team, particularly highlighting their patience, clear communication, and ability to simplify complex processes. Many note swift results, with checks arriving promptly, and appreciate their proactive problem-solving when issues arise. The high level of trust, personalized service, and attention to detail stand out, making them a top recommendation for ERC assistance and business consulting.

About This Listing

Business Consulting
Tax Preparation
Tax Planning
Entity Structuring
Financial Advisory
Estate and Trust Tax
Small Businesses
High-net-worth Individuals
Individual Taxpayers
Complex Situations

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

Business Consulting
Tax Preparation
Tax Planning
Entity Structuring
Financial Advisory
Estate and Trust Tax
Small Businesses
High-net-worth Individuals
Individual Taxpayers
Complex Situations

Contact Information

Address

33170 Alvarado-Niles Rd #1659

Union City, California 94587

Hours

Sunday Closed
Monday 9AM-6PM
Tuesday 9AM-6PM
Wednesday 9AM-6PM
Thursday 9AM-6PM
Friday 9AM-6PM
Saturday Closed

Customer Reviews

I've had a great experience working with Turnkey Business Solutions. They are a reputable and reliable company with deep expertise in ERC and business consulting. Beyond their excellent services, Turnkey is well-connected to other top-tier business service providers. Thanks to their network, I was able to quickly gain clarity on a complex business matter. Wynn provided valuable recommendations which was a huge help. Paula was also incredibly responsive and made the entire process seamless. I highly recomm

Working with Turnkey on our ERTC was such a smooth and positive experience! From start to finish, Paula and Wynn were incredibly professional, patient, and supportive. They walked us through the process clearly and made everything feel so manageable. We recently received our check, and I can confidently say everything reconciled exactly as they said it would. Their communication was consistent and helpful throughout, and they genuinely cared about making sure we got the support we needed. I?m so thankful

I had a great experience working with Turnkey Financial Solutions for my ERTC claim. The team was knowledgeable, responsive, and made the entire process seamless from start to finish. They handled all the paperwork, kept me updated throughout, and ensured everything was filed accurately. They also were patient in providing updates regarding the claims. I highly recommend their services to any business owner navigating the ERTC process. Truly a stress-free and professional experience!

Turnkey has been a fantastic resource for my business. Their expertise and professionalism made complex financial matters so much easier. Wynn provided incredibly helpful recommendations, and Paula was also a pleasure to work with. Both are knowledgeable, responsive, and truly care about their clients' success. If you're looking for ERC assistance or general business consulting, I highly recommend Turnkey. Their team goes above and beyond to provide value. Keep up the great work!

Turnkey made the ERTC process really easy for us. From the start, Paula and the team were super helpful, clear, and always quick to respond. They explained everything step by step and made sure we understood what was happening. We didn?t think we would qualify at first, but they helped us figure it out and took care of all the paperwork. It saved us a lot of time and stress. If you?re thinking about working with Turnkey, I highly recommend them. They really care and do a great job!

Turnkey has been a pleasure to work with. Their team is knowledgeable, efficient, and well-connected, making complex business matters much easier to navigate. I recently received great recommendations for payroll services from Wynn, which saved me a ton of time and effort. If you're looking for ERC assistance or solid business consulting, Turnkey is definitely a company you can trust. Appreciate the great service. Keep up the great work!

The team at Turnkey rocks! I was originally advised not to go with Turnkey for my ERTC filing and to use someone I already knew in the industry. I honestly wish I had gone with Turnkey from the start. I?ve now seen from Turnkey the meaning of smooth process and professionalism. After seeing how organized and knowledgeable their team is, I?ve referred several people in my network to them. That alone should tell you how much I trust their service. If you're on the fence, take it from someone who learned the h

I?m so thankful for the team at Turnkey! They made the whole ERTC process super easy and explained everything in a way that made sense. I really appreciate how responsive and supportive they were throughout. It made a big difference! Highly recommend working with them if you want a team that actually cares and knows what they?re doing. Thank you guys so much!

Turnkey made the whole ERTC process super easy! Wynn and Paula were great?super helpful, always quick to respond, and really knew their stuff. They took care of everything, so I didn?t have to stress about the details. I honestly couldn?t have asked for a smoother experience. If you?re a business owner looking for help, I?d definitely recommend Turnkey. Thanks again, guys!

I?ve had an outstanding experience working with Turnkey! Their team is knowledgeable, professional, and truly cares about delivering excellent service. They?ve helped me with our ERTC claims, making what seemed overwhelming much easier to handle. They also have an extensive network of reliable service providers, which has been incredibly valuable in solving challenges beyond what I initially came to them for. Without hesitation, I would recommend Turnkey to anyone looking for ERC assistance or tax strate

Turnkey made my ERTC journey easy and I have saved so much time. Wynn clearly explained the process and what the needed requirements were. After gathering and submitting all of the information, we signed the paperwork and left the rest up to the team. I was in awe when I got back from vacation and found my checks in my pile of mails. Thank you so much to Wynn and his team for their comprehensive support and efforts in making this possible. Turnkey offers a wide range of services tailored specifically for

Turnkey is AMAZING and we feel so incredibly fortunate to have worked with them. The team is efficient, reliable, and genuinely cares about their clients? success. They made a complicated process feel easy and stress-free, providing clear guidance and top-notch support throughout. Their expertise and professionalism gave me complete confidence every step of the way until we received our ERTC checks! Special thanks to Paula for all your outstanding help and support throughout the process!

I have nothing but good things to say about my experience with using Turnkey to apply for the ERTC for our dental practice. The organization, from Paula who helped get us set up and everything, is always responsive & professionalOur ERC check finally came through! We?re so grateful for all the help from the Turnkey team throughout the process. They have been the most patient, responsive, and on top of everything. We truly appreciate their support and I'm returning the favor by recommending them to my fell

I serendipitously reconnected with Wynn when a mutual friend who is a Turnkey client referred me to apply for the ERTC. I actually mentored him a bit while he was just starting out as an entrepreneur, while we were both working out of an office building in San Francisco almost 2 decades ago. In all my prior dealings, I always knew Wynn was an upstanding & trustworthy guy, so I did not hesitate to give him my business to secure the Employee Retention Tax Credit for my business. As expected, the Turnkey te

I don't normally write reviews unless it's something worth writing about... But Wynn and the folks over at Turnkey really came through for our business. For a change, the IRS just sent us fat checks instead of the other way around! Wynn came highly recommended via a buddy who had had a positive experience with their ERC application. We connected right away and he outlined all the pro's and con's so I felt I was making a well-informed decision. Wynn's team was super responsive & thorough in their approa

This is a review of my experience applying for the employee retention tax credit through Turnkey Business Solutions. Our "payroll rebates" arrived recently after just having submitted the applications earlier this year! Customer service has been top notch. And I had confidence that Wynn and the team really knew what they are doing. They?ve got the process down to a science?the whole thing was pretty smooth and seamless. I'd absolutely recommend Turnkey to any business owner looking for ERC and other busi

I had heard about Wynn & Turnkey over a year ago when this payroll rebate program was still relatively new through my friends who had done it with Wynn. I decided to wait & see until one of my friends got funded, but once they did, I acted quickly. Man, the checks came in within like 4 months or so! It's very obvious they run a tight ship over there. Not only are they proactive in keeping me informed, Wynn and the team always get back to me quickly if we have questions. I have referred these guys to so

I have no regrets working with Turnkey in processing the ERTC of our family's business. Like us, Wynn values family and time which is why he understands our needs. We had a smooth application process as Turnkey provides an easy and streamlined application process. Turnkey has exceptional customer service as Wynn and his team walked us through the process from start to finish. They went above and beyond to make sure that we are taken care of. We are so grateful to have been referred to them!

I've been very pleased with Turnkey Business Solutions services. Right off the bat, I liked Wynn's style & transparency. When he emailed me about the Restaurant Revitalization Fund over a year ago, I thought at first it was some sort of a scam. Then I looked it up and it was for real! Really appreciated the fact he gave it to me straight--in his public service announcement, he said it was something I could do myself and told me not to hire his firm to apply. He even laid out the steps for me to get a h

I am proud to be a Turnkey client and it's my duty to let everyone know the fact how delighted I am to work with Wynn & the team. Wynn has helped my two restaurant businesses apply for & obtain the Employee Retention tax credit. Working with my accountant to coordinate the filing, Turnkey has already gotten us one sizable check within a matter of weeks! Wynn has earned my trust by consistently keeping his word, being very good about letting me know what's going on, and responding quickly to texts. The e

This is a review of my experience as a business owner who hired Turnkey to file for the ERTC. My biz partner & I were mildly tempted by other companies who offered to apply for this program for a lower fee, but ultimately decided to stay with Turnkey. Turns out it was well worth it. One of our cases wasn't as straightforward as the government actually made an error (in our favor for a change - when does that ever happen?). Wynn caught this early on, even before the check arrived, and thoroughly advised

Turnkey Business Solutions has been extremely helpful in my ERTC claim paperworks and procedures. Wynn and his company is for sure number one in professionalism. His team were always on top of everything and communicated with me very well. Their highly-trained team provided me with helpful guidance to answer any question I had regarding the program. No question, their commitment to quality services and superior customer care will create long-term relationships built on trust with clients like me.

We are very happy customers of Turnkey.? Most of the ERTC checks came in recently for our salon business, and it's thanks to the hard work of the Turnkey team.? They really took great care of us.? ?When I checked in with them for a status update a few weeks after the submission package was mailed, I was really surprised to hear that they had noticed the post office never delivered it to the IRS a few days before so they had already re-mailed it again for us! We've shared this wonderful service to my cousin

What can I say other than the Turnkey team has really come through for us on the ERC! The money has helped us fund an exciting new project. More than the responsiveness & top-notch service, I appreciate & value Wynn's honesty. He ain't lie. He doesn't tell me things I want to hear just for the sake of pleasing me. While we wait for the rest of our employee retention tax credit checks, Turnkey has been helping us with other hiring tax credits as well as state training grants that I had not heard of befo

We were referred to Turnkey by our long-time CPA. As a fellow engineer, I can really appreciate the well-oiled machine Wynn has set up. We just got our employee retention tax credit checks in the mail recently after the Turnkey team had informed me just a few days prior that our applications had been approved & processed. We had gone through another vendor to claim the ERC for one of my other entities. In comparison, that's how I knew just how thorough & customer-service-oriented Turnkey is. Here are t

Wynn and his team went the extra mile for us ? from guiding us of each step of the process to patiently answering all our questions to securing our claims. I had known about the ERTC program but was skeptical at first. Wynn assured me of their reputability and it took less than a month to submit our claim paperworks. There was excellent communication and I appreciate the team's efforts and patience even though I was really busy in the restaurant. They have given me detailed updates and I was really apprec

I came upon Wynn through a long time client who contracted Turnkey Financial for help with ERTC filing. I found Turnkey Financial to be very easy to work with. They were knowlegeable, efficient, trustworthy and dependable. I recommended them to all of my clients, and all were more than satisfied with the results.

We cannot express enough gratitude towards TurnKey Financial Solutions, specifically Wynn and Paula, for their exceptional service and dedicated efforts in getting us our Employee Retention Credit from the IRS. From the moment we engaged their services, Wynn and Paula went above and beyond in ensuring a seamless experience for us. We also want to mention, and give a shout-out to Constantine who initially introduced us to Turnkey Solutions. One of the standout qualities of TurnKey Financial Solutions was th

Turnkey is the easiest financial expert company to work with. Wynn clearly explained everything concisely and had me at ease through the whole process. The team has taken so much load from my shoulders as they are very attentive, knowledgeable, and quick moving. Any questions I had were addressed immediately, and I was never made to feel they were silly. So far, this has been a positive process. By the time we received our checks, we were thrilled to see that Turnkey was able to get us more claims than we

We're thrilled that the Turnkey team found over $54,000 in refundable Employee Retention Tax Credits for our startup! Brad, Wynn & the team were easy to work with, responsive & quick to make this happen for us. They clearly have a streamlined process & tech stack in place to deliver on their value promise. They also have a wide network of experts that can help with various aspects of a company's bottom line & employee retention. I would highly recommend Wynn, Brad & Turnkey's resources for any small bus

I wanted to take a moment to express my sincere gratitude to Turnkey for their outstanding service in helping our tea shops obtain the Employee Retention Tax Credit (ERC). The team at Turnkey was absolutely brilliant. From start to finish, they were professional, quick to respond, and always on top of everything to ensure we had everything we needed to succeed. Their expertise in navigating the complexities of the ERC was truly impressive. They were able to guide us through the process with ease and made e

This is a long overdue review for Turnkey & the work they've done for us on the Employee Retention Credit. We've received dozens of these tax rebate checks by now, and it's all thanks to Wynn's crew's help & support. Wynn's very patient, organized, and has a knack for explaining complex matters. Wynn is simply AMAZING - I have told him that on more than one occasion & I'm so appreciative of his help. One thing that sticks out about Wynn is how quickly he owns up to his mistakes and advises us on possibl

My family & I have been satisfied clients of Wynn & Turnkey since 2016. We first met Wynn at a seminar we had signed up chance to better understand college financial planning. From the beginning, Wynn had a trustworthy demeanor & way of being that immediately made my wife & I want to engage him. He was extremely patient and thorough with our questions & our financial planning needs. We found that not only did Wynn provide us with valuable college financial guidance but he also provided us with important

Wynn and his team at Turnkey Solutions were so wonderful to work with! He helped us with filing for the ERC credits and the process was easy, simple, and clear, and they followed up with everything that they needed. They also continued to communicate all through the process until the checks were issued. So glad to have found them and had their help in this whole process. Highly recommend!

I've got to give Wynn & the staff major props for helping us obtain payroll rebates (ERC). Just received several checks in the mail yesterday! The experience has been great -- I can appreciate their responsiveness (someone usually texts/emails back within minutes or a few hours) & the high-tech nature of the operation. Wynn and the team are super knowledgeable about the Employee Retention Credit and easy to work with. I have referred Turnkey to some of my business partners who have also gotten dozens of

I highly recommend Turnkey Business Solutions for their amazing work in helping us apply for the Employee Retention Credit. We had heard about them through a friend and they definitely lived up to and exceeded expectations. From the beginning, the team was both knowledgeable and patient as they walked us through each step of the application process. Throughout the process, they were quick to respond to our questions and were always willing to go the extra mile to make sure we were taken care of. We were sto

Working with Turnkey Business Solutions to obtain our firm's ERTC checks has been a wonderful experience. Very pleased with the process and the outcome. Wynn is not just approachable but is also very professional, he genuinely cares about and protects his clients. I can't say enough good things about the level of service. Huge thanks to the Turnkey team for assisting us in a top-notch quality service

A very good friend referred us to Turnkey Business Solutions to get our ERC claims processed. We had high expectations going in and were not disappointed at all! The whole process went smoothly without any hiccups and we were informed of the progress every step of the way; which was really nice. It didn't take long for us to receive the checks either. We're very happy with their service from start to finish. Thanks again Wynn and team! Highly recommend them!!

The experience we've had working with Turnkey Business Solutions has been superb. Talk about great service! When the IRS processed some of our erc checks incorrectly, the Turnkey team was quick to catch this & address this by calling the IRS for a resolution the very same day. They clearly broke down our options in a video they made for us, and even wrote the letters for us & provided us explicit instructions so we could take care of it right away. Wynn already came highly recommended by a "brother" in

I now know first hand why Turnkey has so many 5-star reviews! Last week, I just got a tax rebate for the ERC with Wynn's help. As I had texted him, "You cannot imagine how important those funds are to keep my business running." I was skeptical about this at first but decided to give them a shot, and I'm definitely glad I did. Wynn is very knowledgeable about this employee retention credit. Excellent communication all throughout the process. Looking forward to receiving the rest of my checks soon!

Hi, I'm a very satisfied client of Wynn/Turnkey. Wynn, Leo & the team are great -- they helped me with getting funding from the ERTC program, which has been a tremendous help to my small business during COVID. I've been telling my friends who are business owners about this program & sending them to Wynn. Sometimes the most skeptical ones don't believe me, so I show them a photo of the check I got! Wynn is a nice guy too -- easy to work with. He and the staff are thorough & always follow up with me to m

Wynn & Turnkey are the real deal! They helped our Nitrogen Ice Cream franchise obtain the Employee Retention Tax Credit (ERC) and they did an absolutely superb job! From start to finish, they were on top of everything and made the process a breeze. The team at Turnkey is easy to work with. They explained everything to us in a way that made sense and were always available to answer any questions we had. Their attention to detail was spot-on and they didn't miss a beat when it came to getting us the ERC. Th

Turnkey is the real deal. Wynn understands that he's in the service business (as am I) -- he does what he says he will do, and delivers. Wynn and his team really have their act together. I like how he gives it to you straight & doesn't blow smoke up your a**. They are extremely detail-oriented and quick to communicate. In the last week or so, they've gotten my brother's restaurant a nice 6-figure sum from the employee retention credit program. I have referred a handful of my closest friends and best c

I have greatly enjoyed working with Turnkey Financial Solutions. Over the last several years that I've been a client, Wynn and his team have been consistently responsive to my texts (we're talking about responding within seconds or minutes) whenever I had a question on my account or needed additional information and clarification. Wynn always took the time to respond to my requests in detail, and in cases where an explanation went beyond text or email, Wynn would create "explainer" videos, taking me step

I recently used Turnkey Financial Solutions for my ERC program submission and it was the best decision I made. Our case was more involved because it required detailed reviewing and segregating of our payroll data. Since we have two prior PPP loans, I felt more comfortable with Wynn and his professional team processing our amendment and paperwork. He provided good insights and looked at every scenario to maximize our return. I am very pleased with his work, professionalism and communication throughout the p

It has been a wonderful experience working with Turnkey Business Solutions to get our firm some COVID stimulus funding. As an attorney, I can tell right away if someone is legit or not. Wynn came off right away as professional yet personable, an expert in his field, and trustworthy. He and the supporting cast have been great with keeping us posted with status updates, doing things timely and following through. They were very thorough, prompt, and prepared. I felt very well taken care of and feel comforta

We recently had the pleasure of working with Turnkey to help our restaurant obtain the ERC, and I must say I was impressed by their professionalism and expertise. They were responsive, knowledgeable, and always went the extra mile to ensure our needs were met. Their attention to detail and passion for their work really shines through and it is evident that they take pride in what they do. The process was seamless and stress-free thanks to their guidance and support. I highly recommend Turnkey to anyone lo

We have been clients of Wynn & Turnkey team since late 2015. They came highly recommended by a good friend of mine who is their client. As our kids grew, and our needs evolved, we've come back to the Turnkey team for advice & guidance, and have not been disappointed. Wynn is a straight-shooter, can relate to his clients like me well & understand where I'm coming from. He & Turnkey team are very responsive & provide wonderful customer service.

My cousin referred me to Wynn and we touched base quickly. With a few simple directions and a small amount of time, Turnkey was able to recover multiple employee retention tax credit checks for the family business. The process was extremely easy and I would recommend their services again.

I had long heard radio & social media ads about the Employee Retention Tax Credit, but was weary of going with any one of them. A trusted friend who happens to be a CPA introduced me to Wynn & the team, and the rest is history. These guys definitely delivered -- they do what they say they will do, and follow through to the very end. The ERC checks have just started to pour in, and couldn't have been at a better time. They obviously have their act together... I would not hesitate to recommend this compa

Just wanted to give Wynn & his team a big shout out for helping us get much-needed COVID relief funding for our restaurant! We're very happy to receive our first check for the ERTC last week. We initially spent a lot of time figuring out & applying for the Employee Retention Tax Credit on our own. However, when Wynn & company took over, they were able to amend our 941Xs to find practically double what we had previously identified & applied for ourselves. I also found it refreshing that Wynn wasn't tryin

Wynn and the TFS crew are truly on their game with providing such a pivotal service for small businesses like ours during these unprecedented times. I've already been spreading the word about the program to my business partners & network... but now that our ERTC checks for a number of the entities have started to trickle in, it's made it that much more real! And Wynn's not just super knowledgeable... he's also a sincere guy who cares deeply about his clients, and looks out for them. Can't say enough abou

This is a long overdue review for Wynn & his amazing crew at Turnkey! Our restaurants got our first ERC checks quickly thanks to Wynn's resourcefulness (messed around with settings in our Quickbooks) in 2021 and the last one finally in 2023. The process dragged out for a long time, but through it all Wynn and his team delivered exceptional service, whether it was continuing the ever-so-fun task of calling the IRS for us to push things through or just making sure we got the checks in the mail. Their prici

Recently Wynn & his team saved me huge amount on my personal & business income taxes!! While I do have some idea, I'm not exactly sure how he & the team did it. But between amending past returns & filing the current return, within a matter of 3-6 months I was able to see results. I've worked with Wynn since 2015. I've availed just about every service he & the team have to offer, and his offerings have grown as my personal & business needs have grown. From college admissions to college/financial plannin

Recently I reconnected with Wynn to discuss strategies for minimizing capital gains on the sale of highly-appreciated stocks. At work, we have an investment group talking about 4 different ways to reduce capital gains, but then I remembered a strategy Wynn had shared with me a few years back that was nothing like what my group was discussing. After half an hour of him going over it with me, I have a good understanding of how to offset over $25K in capital gains per year. It's definitely an advanced, mult

Turnkey Financial exudes professionalism and Mr. Wynn Yin is its spear-tip. From inception, Wynn and his team walked me through the ERTC process with utmost assurance and assistance. There was no question left unanswered. The continual dialog that Wynn provided for myself as well as our accounting team was unsurpassed. He tracked the application from submission towards the receipt of our credit. Again, there was no point wherein I felt that the organization was not on top of our application. Highly recommen

I've known Wynn for several years now, initially through another business he had. I was very satisfied with the services he had provided. I first asked for Wynn's help with some college financial planning advice 5 or 6 years ago, when my 2nd child was about to go off to college. At that time, he provided some insights, including tax advice for my wife's business, that our accountant had not mentioned previously. When we reconnected recently, I realized that it was Wynn who had first planted the idea of

Hey Wynn - Dropping a note to let you and your staff know how much I appreciate what you all have done with me. It?s certainly not every day that I come across a service business that really is empathetic to its clientele. I was in a tough spot, and you were kind enough to work with me in terms of the timing of the invoice. I?ve been going around telling my accountant, my friends and my fellow franchisees how great you guys are. Without a doubt, I'd recommend Turnkey to any business owner looking for E

As a dedicated realtor, I know exactly what business I'm in: the people business and the service business! So it was really refreshing to see another business person who is as clear and dedicated as I am to providing a top notch experience for their clients. Mr. Wynn Yin and his team were fantastic to work with. When I ran into what I thought was a unique bump in the road to getting my ERC checks, it turned out Turnkey had experienced something similar before, so they were able to decisively help me res

In the past 17 years, my family and I have been the clients of Wynn & his team. I believe we were one of his first clients when he was just starting out in the business as a young man. Through the years, we are very pleased with his professional services. Following are the highlights that I would highly recommend to whom is looking for an insurance agent: 1. Professional knowledge We have over a dozen accounts for life insurance, long term care/life insurance, annuities, retirement/financial planning

I'm very happy that my client introduced me to this company. Wish I had known about them sooner! They were able to quickly get my first employee retention check last year and we just got the rest a few weeks ago. The process went very smoothly. I really resonated with the fact that Wynn is also plant-based and really trying to help other plant-based entrepreneurs through this pandemic. I have referred at least 6 or 7 of my clients (all of whom are veggie restaurants) to Turnkey and they have all told m

My husband & I have been blown away by Wynn Yin & the services we've received from Turnkey Business Solutions. Wynn is so smart! (I've told him that many times.). If it weren't for his help & guidance, we'd be so lost when it comes to our PPP forgiveness (our case was not straightforward) and the implications when it comes to changing entity type. He's also given us some great tax savings advice on top of getting us our ERC checks. Now if I have a tax or investment related question, Wynn is one of the f

Turnkey's assistance was invaluable to us. They took care of all the necessary documentation, ensuring that everything was filed correctly. Thanks to their efforts, we were able to secure an ERTC refund, which has played a vital role in maintaining our operations and ensuring our services continue without interruption. We have since referred them to a few of our friends, who have also enjoyed success applying for the ERTC.

Wynn, Leo & the Turnkey staff are efficient & quick at getting things taken care of. I'm very happy to have received our ERC checks last week. I'll definitely be recommending Turnkey to any business owner looking for help with the employee retention credit

Tears of joy! ???? Wynn!! I can't thank you and your group enough for your perseverance in seeing our project through! You have no idea how this check means to our vegan restaurant. Our ERC check just arrived today, after months of delays. It's been a very frustrating experience with the IRS and our payroll provider causing the delays, but I'm super grateful you had our back and were watching out for us every step of the way! I'm glad I made a new friend out of this. I think you may be too much of a

Just wanted to say that I'm so glad to have been introduced to Turnkey through my aunt (a long-time client of Turnkey)! As a small business owner who wears many hats, I simply didn't have the time & energy to keep up with all the different government aid programs & their ever-changing rules.? Wynn's guidance has been invaluable throughout this pandemic. From helping us find a responsive PPP lender who actually answers the phone & follows up, to keeping us posted at the forefront of all the changes to the

This review is for my experience with Turnkey, who I had engaged to claim my COVID ERC credits. I first met Wynn as a guest speaker during our franchisee meeting. Another member had engaged them previously and had a positive experience. They aren't the cheapest but they're not the most expensive either. Definitely worth the fee given the level of service I received. Great communication all around, really detail-oriented, and transparent.

It was a pleasure working with Wynn. Very knowledgeable in his field. I am not a financial oriented person and Wynn was able to help me meet some financial goals effortlessly and timely. I look to Turnkey as a extension of my own company for financial council and advisement. Wynn is extremely integral individual. I would highly recomend Turnkey Financial Solutions.

YOU GUYS ARE AWESOME! You've been a lifesaver for a mom and pop restaurant like my client (Dad's BBQ). Wynn and the gang have come through for us with funding when we really needed it time & time again. Their EIDL Targeted Advance came just in time after the holidays. Wynn personally took over their case to help push it through before the program deadline. I was informed of the progress along the way, and they're always super quick to respond. The team just also helped Dad's BBQ get their Employee Ret

Perhaps one of the few blessings that have come out of COVID -- now 2+ years into this pandemic -- is having met Wynn, a fellow plant-based entrepreneur looking to extend a helping hand to others. I'm so glad he reached out to vegan restaurants like mine and followed up with me the whole time to make sure I was getting all my paperwork in (I was so busy taking care of my business I wasn?t always on top of things). Honestly, I've lost track of how many of my restaurant friends I've introduced to Wynn. I t

Wynn & the Turnkey team just found $28,865.76 in Employee Retention Tax Credits for my pizza restaurant!!! My name is Neal Roach. I'm the owner of Premo Pizza in Fresno. I started working with Wynn about a month ago with Turnkey. And since then I've been very impressed with Wynn's passion and commitment to his craft. I've never really experienced anybody like him as far as someone that's willing to go that extra mile for my business. So it's very refreshing. He's pushed me beyond my normal comfort level

I've known Wynn for over half my life -- and I can say he's my oldest friend. He's helped me and my family with our financial planning & tax planning needs over the years. I was still in med school when he started in this business, but I've watched him & his business grow over the years as my needs have changed, and he's definitely kept up! What started as needing some insurance planning 10+ years ago turned into him showing me a handful of big-ticket tax-saving strategies for my business a few years ago

Recently I received the ERC checks I was anticipating! Initially, I had doubts, but you all successfully delivered as promised. I am immensely relieved that I placed my trust in your hands for this process. Selecting the right ERC specialist was challenging, but your team, particularly Wynn and Paula, displayed exceptional attentiveness, responsiveness, and attention to detail, unlike the hurried approach I observed elsewhere. Considering the impact of Covid, Ukraine, and inflation on my business since last

If you're looking to score a hefty refund of over 100k from your payroll taxes, these guys are the ones to call! They're the real experts when it comes to ERC grants and payroll tax returns. Where do I even begin? The team is super friendly, and their service is lightning-fast. They know their stuff inside and out, and the whole process was a breeze with their guidance. I can't thank them enough for everything they've done.

We are very appreciative of the fact that we were referred to Turnkey, who introduced, The Vegan Joint to this ERC program. This really helped The Vegan Joint recover from the COVID pandemic. Unfortunately, there were some businesses that weren't as fortunate. These things only happen once a lifetime and the reality is this funding couldn't have come at a better time for us. The process was simple and managed very well by Turnkey Financial. Then the checks started rolling in with no issues to report. Tha

Wynn embodies the value of integrity, which is unfortunately becoming rare in today's world. His commitment to the long game is something I truly admire. Without a doubt, I would be more than willing to work with him again and wholeheartedly recommend him and his firm, Turnkey, to anyone seeking their services.

In 2021 we decided to work with this organization and as CPAs we referred them few clients and the results were outstanding. We found Wynn and his team to be very responsive and knowledgeable. I'm glad we decided to work with this organization and we will be referring more clients. Sam Jarrar, CPA Managing partner Jarrar & Associates CPAs Inc

These guys do great work! A friend of mine introduced me to Turnkey to get the ERTC and it's been a great experience. Got our checks recently and it all happened without any glitches.

Hey Wynn, just wanted to give you & your awesome team some props for taking care of our employee retention tax credit paperwork for my mom's vegan restaurant. You've been there every step of the way, and your guidance on other somewhat non-related matters is much appreciated too.

Buongiorno Wynn. THANK YOU. GRAZIE MILLE. ??Your help in getting us the employee retention tax credit checks is much appreciated. The fact that you've made this experience a breeze goes to show how much you care about your clients. GRAZIE!

I'm still amazed at the amount of money we received in rebates from the Employee Retention Credit and all possible due to Wynn and his teams knowledge. Forever grateful!

Wynn is the best! He always puts his client first and gives best in class service. Thank you Wynn for all your help!

Wynn and Paula has been amazing! Very knowledgeable, patient and eager to help. Thank you so much guys. Highly recommended !

Great service, very helpful with ERT and any other info or help you may need, Wynn is very knowledgeable and always available to help his customers, very highly recommended!

very great Job and professional ,

(Translated by Google) I can't recommend Turnkey enough. They did a fantastic job helping our local restaurant obtain the Employee Retention Credit (ERC). Wynn and the Turnkey team were extremely professional, knowledgeable and responsive throughout the entire process. They went above and beyond to make sure we had everything we needed to successfully apply for the ERC. His attention to detail and expertise in navigating the complexities of the ERC was truly impressive. They made the process stress-free and

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.