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 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

    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 (Discobytes)

    These guys do great work! We had previously engaged our accounting firm (a large regional firm) to file for the ERC, but when they said they were too busy to process... read more

    Matt Bronfeld Avatar Matt Bronfeld
  • 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

    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

    I don't normally write reviews unless it's something worth writing about... But Wynn and the folks over at Turnkey really came through for our business. For a change,... read more

    Joseph Waldner Avatar Joseph Waldner
  • 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

    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

    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
  • 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

    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

    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
  • 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

    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 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'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

    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

    Mike Petikyan Avatar Mike Petikyan

    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
  • 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

    Turnkey Business Solutions has been extremely helpful in my ERTC claim paperworks and procedures. Wynn and his company is for sure number one in professionalism. His team were always on top... read more

    GP Group Consultants Avatar GP Group Consultants

    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
  • 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

    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 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
  • 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 inc thaictk

    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

    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

    Neeti Bhatia Avatar 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

    Lucia Hui Avatar Lucia Hui

    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

    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

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