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.

 

  • 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

    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

    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.... read more

    Endless Pizza Avatar Endless Pizza
  • 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 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 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
  • 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'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... read more

    Jennifer Yang Avatar Jennifer Yang

    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
  • 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

    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

    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
  • 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... read more

    surya sharma Avatar surya sharma

    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

    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
  • 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)

    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

    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
  • 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

    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

    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 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 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

    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
  • 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

    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

    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
  • 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... read more

    Neeti Bhatia Avatar Neeti Bhatia

    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

    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

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