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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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.
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 -- 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!
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 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.
Tuan Nguyen
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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.
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 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
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 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 thought was possible. I am certain to refer Turnkey to my colleagues and friends because of their professionalism and above all, their patience and kindness. Thank you so much for all of your help and giving me a great experience through the ERTC process.
Tracy Huynh
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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 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 Retention Credit checks yesterday. Woo-hoo! THANK YOU SO MUCH FOR ALL YOU HAVE DONE FOR ME AND DADS BBQ! 😊
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 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!
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 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 appreciative of it. I'm glad I had chosen Turnkey and Wynn for this program.
Beijing YH
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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 tax credit checks for the family business. The process was extremely easy and I would recommend their services again.
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 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!
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 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!
Trina Nguyen
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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 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 trying to solicit our business -- in fact, it felt like the opposite. When he found out we had started to claim the ERTC ourselves for a few past quarters, he gave us a lot of explicit advice & instructions on our initial Zoom call on what we should do moving forward (to do it ourselves). Realizing this was more than what we wanted to take on ourselves, I was more than happy to outsource this to pros like Turnkey, and it has been a great decision. We're definitely on Team Turnkey!
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 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!
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 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.
Richard Morris (Discobytes)
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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 our 2021 credits, and one of our partners had a good experience with Turnkey, we were happy to give a fellow plant-based entrepreneur a shot. The experience so far has exceeded our expectations. There's no question Wynn & the Turnkey team are true expert specialists in what they do. But the way they stay on top of everything, from organizing and tracking claim paperwork, to reconciling checks that have come in, to fixing IRS errors, has been a tremendous help. I never feel like we have to oversee or manage them, to ask for updates, etc. It's one less thing I have to worry about. Turnkey has since become our go-to source when we have a tax credit or grant-related question. They have been ultra helpful in connecting us with other top experts in their network when we needed help with hiring tax credits.
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 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 team was on top of everything and kept me updated without me having to manage them. Recently, the checks came in the mail. I'm extremely satisfied with the service I received during this experience. I would definitely recommend my friends to Turnkey Financial Solutions. Thank you, Turnkey Financial Solutions.
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 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 head start. That was really refreshing, and a good step toward me deciding to do business with them to apply for the "payroll rebates" aka the employee retention credits. After several months, the checks have finally arrived! Wynn is obviously an expert at what he does, but also the customer service has been second to none. Turnkey is also well-connected to other excellent business service providers, and I was able to quickly get clarity in a complex business matter. Wynn also recently gave me some great payroll company recommendations. No question I'd definitely recommend Turnkey to any business owner looking for ERC of course and business consulting in general. Keep up the good work guys!
Franki Martinez
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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 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.
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 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.
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 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.
Jaysu Jeyachandra
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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.
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 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!
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 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 stoked to see checks arrive in the mail just last week! We are so glad we chose Turnkey Business Solutions over the 2 other firms we were considering and would rate them 5 stars for their brilliant work! I've recommended several friends to them, one of whom had also referred Wynn and the team to another friend, which was cool to hear.
Brian Doan
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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.
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 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 possible corrective courses of action & the potential consequences. Wynn is a true professional that we have a high level of confidence & trust in. Between my partner and I, I think we've referred at least 7 or 8 relatives/friends/associates to Wynn & the team at this point.
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 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!
Rita McCabe
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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 because of the reasons below. When I think of Wynn, I think of a perfectionist who cares a lot about his clients. He puts 100% effort into everything that he does, because he believes in delivering the best results. As a boss, he sets high expectations because he believes in growth. I remember when I was working for Wynn, he was always showing me ways to be more efficient when using a computer, and suggested some tutorials for me to learn from in order to better enhance my skills. The one thing that will always stay with me is when he taught me to always be courteous and considerate of the other person on the phone. Rather than going straight into telling a sales representative what I want, I should take a moment to ask how they're doing first. To this day, Wynn remains to be the only boss that actually put forth the time and efforts to teach me new skills and encouraged me to be better. This is a trait that I really appreciate in a boss as I, myself, value growth and professional development in a workplace immensely. Wynn is also a very personable and caring individual. Though I no longer work for him, he still contacts me on my birthday to wish me a happy birthday. I sometimes turn to him when I have questions about things, such as a new career move in the tech field or a referral. And, no matter how busy he gets, he always finds time to respond back. So, in a way, I see Wynn as a mentor whom I respect. I learned a lot at Turnkey. Other than the things that I have mentioned above, I also learned about following systems & processes, standard operating procedures, and refining/enhancing those systems & processes. Wynn was an engineer before Turnkey, so Technology was big at Turnkey. There were so many different software that he somehow managed to put together to make them work. Even though it was a challenge to learn them all initially, in turn, it helped me out tremendously as I was able to utilized the skills that I have learned from him in my other jobs. You'll definitely learn a lot working for Wynn. Not only that, he treats his employees well. He even gave me a goodbye gift when I left Turnkey as his token of appreciation! I would definitely recommend my friends & family to Wynn & Turnkey.
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 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.
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 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 entire operation is very efficient. I enjoy the peace of mind knowing that he & his team will take good care of me if something unexpected happens & they will get the job done.
hassan azad