We believe that integrity is at the core of quality financial advice. When we say that we treat our clients like family, we mean that the advice & recommendations we offer our clients are congruent and consistent with what we have advised our mothers, in-laws, and relatives, given their unique set of circumstances, values and belief systems, personalities, personal preferences, and risk tolerances.
We believe that financial planning is very personal and should be values-based. We believe that when your values are clearly defined and articulated, decisions are easier to make. That’s why we use a tool called The Financial Roadmap, as detailed in “Values-Based Financial Planning” by Bill Bachrach, as a first step to better understand what’s important about money to you.
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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. ... read more 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 who also owns a business. Would do business with this company again for sure.
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... read more to any business owner looking for help with the employee retention credit
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... read more 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 before. All in all, Wynn is a solid guy that I'm glad to have in my corner.
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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 &... read more 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 planning, to now business services like tax planning & specialized tax credits, I've come to rely on Wynn's help to quarterback a number of my business & personal financial needs. Wynn is my go-to resource for when I need to get something done or looking for answers/solutions. He & his staff are very conscientious about being proactive & seeing things through to completion. I would definitely recommend Wynn & the Turnkey team to business owners looking to save on their income taxes & having their business/financial planning taken care of.
Wynn is the best! He always puts his client first and gives best in class service. Thank you Wynn for all your help!
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,... read more 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 Restaurant Revitalization Fund, to actually applying for the RRF when it finally came out, to finally applying for the Employee Retention tax credit, Wynn & the Turnkey team has been there for us every step of the way. I like how Wynn consistently comes up with clever solutions & tactics to share with us based on his expertise & understanding of the rules of each program. That's probably how he was able to come through for us with a nice fat check from the IRS for the ERTC just a few weeks after he had helped us file for our Q2 claim. I was ecstatic to see that the ERTC was real! I'm especially grateful for Wynn's emotional support throughout all of this. When I was about to give up hope on trying to apply for any more funding (because we had yet to receive funding while others had), Wynn coaxed me into giving it another try with the ERTC. And that's when he really delivered for us. I've already referred my best friend to Turnkey, and would highly recommend Wynn & his team.
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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... read more 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 make sure deadlines are met.
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... read more 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 some business owner friends since and they have all been very happy with their experience.
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,... read more 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!
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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... read more 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 retirement planning advice and what was required to protect our family for future. Over the years, we've found Wynn's team to be very responsive, organized & efficient. They're also doing a terrific job of staying in touch. His office has proactively reached out to us to schedule reviews of our financial situation a few times, in addition to greeting us on holidays & birthdays. When the market was volatile a while back, we got timely assurances and reminders that parts of portfolios were set up to absorb some of that volatility. Finally, we sincerely believe that Wynn and his team are able to protect and keep all our information confidential. We'd enthusiastically recommend Wynn & the Turnkey team to anyone who is looking for tax & financial guidance.
As a small business owner, it is important to me to find an ERTC company that I can trust. Thankfully, I came across Wynn and his team. What I loved about... read more Turnkey is that their team is easy to work with. I found myself struggling with understanding and maximizing my claims but Turnkey did their best to help me decide what's best for our business. They offer competitive rates and flexible payment options. Turnkey also has extended scope as they also offer services beyond ERC claims. They are your go-to tax and financial service provider!
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... read more 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.
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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... read more 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 comfortable referring them to my colleagues and associates. No wonder why these guys have so many 5-star reviews. Here's one more to add! Keep up the good work guys!
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... read more -- 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 ERTC checks and are thrilled with the results and experience. Most definitely recommend!
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... read more 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 think he's told me I'm in the lead for most referrals or something. 😁 So far everyone has nothing but good things to say. Kudos to the Turnkey team for helping us stay in business!
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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... read more 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 our community. But when we found out he was also a vegan entrepreneur, we felt very comfortable going with Turnkey and we have not been disappointed. Thank you guys for all that you do!
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... read more 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.
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... read more be more than willing to work with him again and wholeheartedly recommend him and his firm, Turnkey, to anyone seeking their services.
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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... read more 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, small business tax benefits…. etc. Wynn and his team always provided the most updated information to help us make the best decisions. 2. Personal services He and his team are detailed oriented. His quick response to your questions and emails was exceptional. No matter how complicated the situations were, he always conducted researches and resolved the issues quickly. 3. Annual views Wynn was the only insurance agent provided annuls reviews to our accounts. During our annual reviews, he had often bring in other subject matter experts because it was his professional team has more insights to share about our situation, and it was because our needs (or the law) had changed. 4. Integrity Wynn is a hard working young man with ethics and integrity. He never sells us any products that were not suiting our needs or situations. We have recommended to our friends who all impressed with professionalism.
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... read more 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 our business' needs. I felt that Wynn and all of his team really listened to me and did an excellent job in answering all my questions. They were professional, kind, quick-moving, and very easy to work with. I highly recommend them!
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.... read more They were knowlegeable, efficient, trustworthy and dependable. I recommended them to all of my clients, and all were more than satisfied with the results.
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Wynn & his firm came recommended by our CPA firm. We initially were looking for help with claiming the R&D credit, but ended up learning about the Employee Retention... read more Tax Credit and claiming a sizable check for our startup as well. Overall, I've been very satisfied with the experience. Wynn was the self-proclaimed fractional "Chief Tax Credit Officer"/taskmaster general, and he definitely lived up to that title. I appreciate that he stayed on top of vendors & other consultants so that I didn't have to. And he definitely showed initiative by exploring & analyzing strategies that would maximize the tax credits. I'd highly recommend Turnkey to anyone looking for help securing tax credits!
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... read more 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!
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,... read more 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 approach to everything, which is why I've already referred to them a few of my friends. Thank you guys!
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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... read more 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-by-step through my account so that I understood it from a visual and auditory perspective. This was something I truly did not expect and really appreciated about Wynn. The Turnkey team treats their clients well and really takes care of them. Wynn is a true professional and he cares about his clients, often asking how my children are, etc. I would recommend Wynn without hesitation to anyone seeking financial advice and guidance.
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... read more 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 process. I would highly recommend Wynn for anyone needing his services.
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... read more 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 two enthusiastic thumbs up!
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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... read more 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 us as to the benefits and drawbacks of each corrective course of action. Turnkey's professionalism and attention to detail is evident at each touch point. I would highly recommend these folks (actually my biz partner has already)!
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... read more 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. Thanks to Turnkey, our franchise is in a much better position to weather the storm of the pandemic. We couldn't be happier with the results they got for us. If you're looking for a company that knows their stuff and will get you the results you need, Turnkey is your go-to!
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... read more 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!
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