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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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
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 be more than willing to work with him again and wholeheartedly recommend him and his firm, Turnkey, to anyone seeking their services.
Jay Sherrard
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 and they followed up with everything that they needed. They also continued to communicate all through the process until the checks were issued. So glad to have found them and had their help in this whole process. Highly recommend!
Naomi Hancock
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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
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
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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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
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
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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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
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
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 quick to catch this & address this by calling the IRS for a resolution the very same day. They clearly broke down our options in a video they made for us, and even wrote the letters for us & provided us explicit instructions so we could take care of it right away. Wynn already came highly recommended by a "brother" in our community. But when we found out he was also a vegan entrepreneur, we felt very comfortable going with Turnkey and we have not been disappointed. Thank you guys for all that you do!
Tien Nguyen
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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
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
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 checks in the mail recently after the Turnkey team had informed me just a few days prior that our applications had been approved & processed. We had gone through another vendor to claim the ERC for one of my other entities. In comparison, that's how I knew just how thorough & customer-service-oriented Turnkey is. Here are two enthusiastic thumbs up!
Shaq Bdair
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I'm very happy that my client introduced me to this company. Wish I had known about them sooner! They were able to quickly get my first employee retention check last... read more year and we just got the rest a few weeks ago. The process went very smoothly. I really resonated with the fact that Wynn is also plant-based and really trying to help other plant-based entrepreneurs through this pandemic. I have referred at least 6 or 7 of my clients (all of whom are veggie restaurants) to Turnkey and they have all told me how grateful they are to meet a like-minded company to help them get COVID relief funding.
Echo Lew
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
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 companies who offered to apply for this program for a lower fee, but ultimately decided to stay with Turnkey. Turns out it was well worth it. One of our cases wasn't as straightforward as the government actually made an error (in our favor for a change - when does that ever happen?). Wynn caught this early on, even before the check arrived, and thoroughly advised us as to the benefits and drawbacks of each corrective course of action. Turnkey's professionalism and attention to detail is evident at each touch point. I would highly recommend these folks (actually my biz partner has already)!
GurDave Singh
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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 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
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
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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
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
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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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
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
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
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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
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