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 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.
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.
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!
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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.
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!
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!
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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!
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.
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!
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Turnkey made my ERTC journey easy and I have saved so much time. Wynn clearly explained the process and what the needed requirements were. After gathering and submitting all of the... read more information, we signed the paperwork and left the rest up to the team. I was in awe when I got back from vacation and found my checks in my pile of mails. Thank you so much to Wynn and his team for their comprehensive support and efforts in making this possible. Turnkey offers a wide range of services tailored specifically for our business' needs. I felt that Wynn and all of his team really listened to me and did an excellent job in answering all my questions. They were professional, kind, quick-moving, and very easy to work with. I highly recommend them!
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.
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.
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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.
Wynn, Leo & the Turnkey staff are efficient & quick at getting things taken care of. I'm very happy to have received our ERC checks last week. I'll definitely be recommending Turnkey... read more to any business owner looking for help with the employee retention credit
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.
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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!
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! 😊
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.
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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.
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.
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!
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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.
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!
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.
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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.
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.
I came upon Wynn through a long time client who contracted Turnkey Financial for help with ERTC filing. I found Turnkey Financial to be very easy to work with.... read more They were knowlegeable, efficient, trustworthy and dependable. I recommended them to all of my clients, and all were more than satisfied with the results.
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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
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!
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.
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