Our Value Promise:

Financial Leadership.
Organization.
Accountability.

Our Philosophy

 

We believe that integrity is at the core of quality financial advice.  When we say that we treat our clients like family, we mean that the advice & recommendations we offer our clients are congruent and consistent with what we have advised our mothers, in-laws, and relatives, given their unique set of circumstances, values and belief systems, personalities, personal preferences, and risk tolerances. 

 

Our Process

 

We believe that financial planning is very personal and should be values-based.  We believe that when your values are clearly defined and articulated, decisions are easier to make.  That’s why we use a tool called The Financial Roadmap, as detailed in “Values-Based Financial Planning” by Bill Bachrach, as a first step to better understand what’s important about money to you.

 

  • I had heard about Wynn & Turnkey over a year ago when this payroll rebate program was still relatively new through my friends who had done it with Wynn. I decided... read more

    Cre Asian Avatar Cre Asian

    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

    Jay Sherrard Avatar 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

    Naomi Hancock Avatar Naomi Hancock
  • I'm writing as a former employee of Turnkey Financial Solutions. Even though it's been 4+ years since I last worked for Wynn, I still keep in touch with him... read more

    Ha Che Avatar Ha Che

    Wynn and his team went the extra mile for us – from guiding us of each step of the process to patiently answering all our questions to securing our claims. I... read more

    Beijing YH Avatar Beijing YH

    I've got to give Wynn & the staff major props for helping us obtain payroll rebates (ERC). Just received several checks in the mail yesterday! The experience has been great... read more

    Imran Ahmad Avatar Imran Ahmad
  • 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

    Tracy Huynh Avatar 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

    Hiep Lien Avatar 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

    Franki Martinez Avatar Franki Martinez
  • In 2021 we decided to work with this organization and as CPAs we referred them few clients and the results were outstanding. We found Wynn and his team to... read more

    Sam Jarrar, CPA Avatar Sam Jarrar, CPA

    Just wanted to give Wynn & his team a big shout out for helping us get much-needed COVID relief funding for our restaurant! We're very happy to receive our... read more

    KoJa Emeryville Avatar KoJa Emeryville

    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

    Tien Nguyen Avatar Tien Nguyen
  • In the past 17 years, my family and I have been the clients of Wynn & his team. I believe we were one of his first clients when he... read more

    Lucia Hui Avatar Lucia Hui

    Hi, I'm a very satisfied client of Wynn/Turnkey. Wynn, Leo & the team are great -- they helped me with getting funding from the ERTC program, which has been... read more

    Tom Diep Avatar Tom Diep

    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

    Shaq Bdair Avatar Shaq Bdair
  • 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

    Echo Lew Avatar 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

    Johnathon Ervin Avatar 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

    GurDave Singh Avatar GurDave Singh
  • We have been clients of Wynn & Turnkey team since late 2015. They came highly recommended by a good friend of mine who is their client. As our kids grew,... read more

    Aravind Kulkarni Avatar Aravind Kulkarni

    I highly recommend Turnkey Business Solutions for their amazing work in helping us apply for the Employee Retention Credit. We had heard about them through a friend and they definitely... read more

    Brian Doan Avatar Brian Doan

    I now know first hand why Turnkey has so many 5-star reviews! Last week, I just got a tax rebate for the ERC with Wynn's help. As I had texted... read more

    Issam Baydoun Avatar Issam Baydoun
  • 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

    hassan azad Avatar 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

    Rita McCabe Avatar 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

    Tuan Nguyen Avatar Tuan Nguyen
  • My family & I have been satisfied clients of Wynn & Turnkey since 2016. We first met Wynn at a seminar we had signed up chance to better understand college... read more

    Jaysu Jeyachandra Avatar Jaysu Jeyachandra

    This is a long overdue review for Turnkey & the work they've done for us on the Employee Retention Credit. We've received dozens of these tax rebate checks by... read more

    Raffi Babaian Avatar Raffi Babaian

    I've known Wynn for over half my life -- and I can say he's my oldest friend. He's helped me and my family with our financial planning & tax planning needs... read more

    Jennifer Yang Avatar Jennifer Yang
  • Just wanted to say that I'm so glad to have been introduced to Turnkey through my aunt (a long-time client of Turnkey)! As a small business owner who wears many hats,... read more

    Sengpraseut Pels Avatar Sengpraseut Pels

    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

    Roy T T Avatar Roy T T

    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

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