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 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

    Marius Kwong Avatar Marius Kwong

    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'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
  • 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

    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

    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

    thaictk import&export inc thaictk Avatar thaictk import&export
  • 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

    Charlie Wong Avatar Charlie Wong

    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'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 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

    KC STL Avatar KC STL

    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

    Regina Ho Avatar Regina Ho

    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

    Richard Morris (Discobytes) Avatar Richard Morris
  • 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

    Norma Gomez Avatar Norma Gomez

    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

    donut vegan Avatar donut vegan

    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
  • 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

    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

    David Nave Avatar David Nave

    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
  • 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

    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

    surya sharma Avatar surya sharma

    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

    Trina Nguyen Avatar Trina Nguyen
  • 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 & 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

    Rick Schultz Avatar Rick Schultz

    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
  • 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

    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

    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

    Mario Daniele Avatar Mario Daniele
  • 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,

    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

    Endless Pizza Avatar Endless Pizza

    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

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