Our Value Promise:

Financial Leadership.
Organization.
Accountability.

Our Philosophy

 

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. 

 

Our Process

 

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.

 

  • 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

    Tuan Nguyen Avatar Tuan Nguyen

    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

    donut vegan Avatar donut vegan

    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

    Johnathon Ervin Avatar Johnathon Ervin
  • 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

    Salil Prasad Avatar Salil Prasad

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

    Lawrence Kourie Avatar Lawrence Kourie

    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

    Sengpraseut Pels Avatar Sengpraseut Pels
  • 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

    Tom Diep Avatar Tom Diep

    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

    Cre Asian Avatar Cre Asian

    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

    Naomi Hancock Avatar Naomi Hancock
  • 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

    Jaysu Jeyachandra Avatar Jaysu Jeyachandra

    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

    thaictk import&export inc thaictk Avatar thaictk import&export inc thaictk

    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

    Norma Gomez Avatar Norma Gomez
  • 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

    Mike Petikyan Avatar Mike Petikyan

    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

    Imran Ahmad Avatar Imran Ahmad

    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

    Trina Nguyen Avatar Trina Nguyen
  • 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

    Tien Nguyen Avatar Tien Nguyen

    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

    Richard Morris (Discobytes) Avatar Richard Morris (Discobytes)

    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

    Jay Sherrard Avatar Jay Sherrard
  • 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

    Lucia Hui Avatar Lucia Hui

    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

    KC STL Avatar KC STL

    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

    Mario Daniele Avatar Mario Daniele
  • 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

    Rick Schultz Avatar Rick Schultz

    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

    Issam Baydoun Avatar Issam Baydoun

    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

    Joseph Waldner Avatar Joseph Waldner
  • 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

    Regina Ho Avatar Regina Ho

    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

    Hiep Lien Avatar Hiep Lien

    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

    Shaq Bdair Avatar Shaq Bdair
  • 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

    GurDave Singh Avatar GurDave Singh

    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

    Rita McCabe Avatar Rita McCabe

    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

    Charlie Wong Avatar Charlie Wong

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