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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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.
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 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!
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 From the moment we engaged their services, Wynn and Paula went above and beyond in ensuring a seamless experience for us. We also want to mention, and give a shout-out to Constantine who initially introduced us to Turnkey Solutions. One of the standout qualities of TurnKey Financial Solutions was their unwavering commitment to due diligence. Wynn and Paula thoroughly examined our financial landscape and made sure we were aware of all available options. This level of attention to detail instilled us with confidence, making us feel secure in our decision to work with them. Furthermore, their quick turnaround time was truly remarkable. Despite the complexity of our unique financial situation, Wynn and Paula managed to expedite the entire process efficiently. They consistently kept us informed every step of the way, maintaining open lines of communication. It was refreshing to see professionals who genuinely value their clients' time. With TurnKey Financial Solutions, we felt completely supported and valued as clients. Their unwavering dedication to providing stellar service left us with peace of mind, knowing that our financial affairs were in the best possible hands. We wholeheartedly recommend the services of Wynn, Paula, and the entire TurnKey Financial Solutions team to anyone seeking professional financial guidance with the ERTC Credit. They genuinely care about their clients, and their outstanding service is second to none. Thank you, Wynn and Paula, for delivering on your promises and helping us achieve our goals!
Endless Pizza
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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 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 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
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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.
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 over the years. I was still in med school when he started in this business, but I've watched him & his business grow over the years as my needs have changed, and he's definitely kept up! What started as needing some insurance planning 10+ years ago turned into him showing me a handful of big-ticket tax-saving strategies for my business a few years ago. Then recently, he and his team of tax experts showed me a custom, holistic tax reduction plan that will save me $130K in taxes the next 3 months, and a lot more every year for the next 5 years!! I was blown away. This was exactly what I have been looking for in a financial professional advisory group. Some people say they don't like to mix business with family or friends -- if business goes sour, then the friendship may be lost too. My philosophy is that why wouldn't you do business with people you trust? Wynn has always been the level-headed, responsible & dependable one ever since high school. When we'd go out in our 20s, I could always count on him as the default designated driver, among other things. I know I can count on him for the rest of my life to keep me financially organized & on top of things, and to help me follow through on the important things (big & small) that probably would get put off. I also know he always has my family's best interest at heart. If you are a business owner, you need to have this man and his team in your life!
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 -- 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
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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
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
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
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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 who is as clear and dedicated as I am to providing a top notch experience for their clients. Mr. Wynn Yin and his team were fantastic to work with. When I ran into what I thought was a unique bump in the road to getting my ERC checks, it turned out Turnkey had experienced something similar before, so they were able to decisively help me resolve the matter. They helped me do just about everything they could so I had to barely lift a finger to get the matter resolved. I would for sure recommend these folks for the ERC and other tax-related matters.
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 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
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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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)
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
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
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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.
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 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
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!
Mike Petikyan
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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.
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 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
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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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
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
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
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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 ways to reduce capital gains, but then I remembered a strategy Wynn had shared with me a few years back that was nothing like what my group was discussing. After half an hour of him going over it with me, I have a good understanding of how to offset over $25K in capital gains per year. It's definitely an advanced, multi-step strategy that I will consider & share with my friends & colleagues. I appreciate Wynn's ability to explain complex concepts, and to make them easy to understand. My family has been a client of Wynn's since 2015. We would definitely recommend Wynn & the team for tax planning, as well as college/financial planning!
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 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
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.
Norma Gomez