Complete Financial - San Francisco, California

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Complete Financial - Your Trusted Financial Advisor

Complete Financial, located at 459 Fulton St Suite 203, San Francisco, CA 94102, United States, is a highly regarded financial services company that specializes in tax preparation, financial consulting, notary public services, and tax consulting. Their commitment to excellence and personalized attention has earned them a stellar reputation in the community.

Specialties and Services

• Tax preparation service
• Financial consultant
• Notary public
• Tax consultant

Other Points of Interest

• Language assistance
• Wheelchair-accessible entrance
• LGBTQ+ friendly
• Appointments recommended

Complete Financial goes above and beyond to ensure that their clients feel comfortable and well-informed throughout the entire process. Their team of experienced professionals is dedicated to providing top-notch service and personalized solutions tailored to each client's unique needs.

Why Choose Complete Financial

There are several reasons why Complete Financial stands out from the competition:

• Expertise: With years of experience in the financial industry, the team at Complete Financial has the knowledge and skills to handle even the most complex financial situations.
• Personalized service: Complete Financial takes the time to understand each client's individual needs and goals, providing customized solutions that are tailored to their specific situation.
• Convenience: With wheelchair-accessible entrance and language assistance available, Complete Financial makes it easy for all clients to access their services.
• LGBTQ+ friendly: Complete Financial is committed to creating a welcoming and inclusive environment for all clients, regardless of their sexual orientation or gender identity.

Reviews and Testimonials

Complete Financial has received 13 reviews on Google My Business, with an average rating of 5/5. Clients consistently praise the company for its exceptional service, expertise, and personalized attention. One satisfied customer noted, 'I have used Complete Financial and all their services for many years and have always been pleased. They do my taxes and make it easy. Erik is easy to get a hold of when I need odd tax information, he returns my calls the same day. They are a friendly neighborhood institution for many years now.'

If you're looking for a trusted financial advisor with a proven track record of success, look no further than Complete Financial. With their expertise, personalized service, and commitment to client satisfaction, they are the perfect partner for all your financial needs.

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👍 Reviews of Complete Financial

spot

5/5

I have used Complete Financial and all their services for many years and have always been pleased. They do my taxes and make it easy. Erik is easy to get a hold of when I need odd tax information, he returns my calls the same day. They are a friendly neighborhood institution for may years now

Karen L.

5/5

Erik has been doing my taxes for many years and he is absolutely fantastic. Smart, responsive, friendly and a man of integrity. I'm grateful and consider myself fortunate to know him. He's a joy to work with (and joy is not a word that's used along with taxes!). He always goes above and beyond. And my taxes aren't simple! Thank you, Erik!

Steve F.

5/5

WOW! I can't thank Erik at Complete Financial enough.

I had procrastinated on my taxes for so long and needed very urgent help getting a fairly complicated return completed as soon as possible. Erik answered my rescue call and gave me his best effort for a couple of solid days of working through details. He made the process as painless as possible, and we were able to get everything prepared, e-filed, and paid! I'm all caught up, plus I now have a trusted tax preparer who I know will keep me punctual next time!

Highly recommend! 5 stars

Dee N.

5/5

I have been doing my Taxes through them for the last 14 years. They've been great all along. They are reliable, professional and efficient. Both Eric Hsieh and John Mead are good at tax filings and know what they're doing. I really recommend using their services.

Ahmad A.

5/5

Since the first time I’ve walked into the office Erik has been highly courteous and professional. He’s also very tenured in his role and has a quick responsive knowledge in accounting. Anytime I had an issue he was very quick to respond to my questions and concerns (especially when he wasn’t working).

Steven M.

5/5

I first came to Complete Financial because I needed a notary. There friendly service was quite refreshing! So I remembered that and came back for their main service -- taxes. The thing that sets this firm apart from others is that they would patiently answer my questions, and explain how claiming some of the deductions may work toward my advantage. I know taxes work differently for everybody, but in my case some deductions had been overlooked by accountants from other places.

Matthew H.

5/5

Great service and extremely helpful staff. I have been a loyal customer here for over 10 years now and would recommend this place to friends and family for tax preparation or anyone who needs some financial advice from a small, independent, business here in San Francisco. For what it's worth, they have my strong endorsement.

johnny D.

5/5

Complete financial has done my taxes for over 20 years.
The first time was filing 8 years of back taxes
I’ve been with them every year since then and now a couple of my friends use them
I would not think of letting someone else handle my finances