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.

 

  • 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

    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

    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
  • 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

    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... read more

    Sam Jarrar, CPA Avatar Sam Jarrar, CPA

    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... read more

    Tracy Huynh Avatar Tracy Huynh
  • 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... read more

    David Nave Avatar David Nave

    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

    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... read more

    Beijing YH Avatar Beijing YH
  • 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... read more

    Roy T T Avatar Roy T T

    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

    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
  • 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... read more

    KoJa Emeryville Avatar KoJa Emeryville

    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

    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)
  • These guys do great work! We had previously engaged our accounting firm (a large regional firm) to file for the ERC, but when they said they were too busy to process... read more

    Matt Bronfeld Avatar Matt Bronfeld

    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... read more

    Marius Kwong Avatar Marius Kwong

    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... read more

    Franki Martinez Avatar Franki Martinez
  • 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,... read more

    Aravind Kulkarni Avatar Aravind Kulkarni

    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

    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
  • 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

    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

    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... read more

    Brian Doan Avatar Brian Doan
  • 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

    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... read more

    Raffi Babaian Avatar Raffi Babaian

    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'm writing as a former employee of Turnkey Financial Solutions. Even though it's been 4+ years since I last worked for Wynn, I still keep in touch with him... read more

    Ha Che Avatar Ha Che

    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... read more

    GP Group Consultants Avatar GP Group Consultants

    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... read more

    hassan azad Avatar hassan azad

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