Complete Financial - San Francisco, California

Address: 459 Fulton St Suite 203, San Francisco, CA 94102.
Phone: 52028555.

Specialties: Tax preparation service, Financial consultant, Notary public, Tax consultant.
Other points of interest: Language assistance, Wheelchair accessible entrance, LGBTQ+ friendly, Appointments recommended.
Opinions: This company has 13 reviews on Google My Business.
Average opinion: 5/5.

📌 Location of Complete Financial

☎️52028555

Overview of Complete Financial

Complete Financial, located at 459 Fulton St Suite 203, San Francisco, CA 94102, is a well-established provider of comprehensive financial services. Their contact number is 52028555, making it easy to reach out for any inquiries. The company's web presence, while not directly provided, suggests a reliable online platform where clients can manage their services efficiently.

Services Offered

Complete Financial stands out for its wide range of services, including Tax preparation service, which is their most notable offering. They also provide expert Financial consulting, Notary public services, and Tax consulting. These specialties indicate that they cater to individuals and possibly small businesses who require personalized financial guidance and assistance.

Key Features and Amenities

One of the most appealing aspects of Complete Financial is their commitment to customer service, evident from the numerous positive reviews they have received. Customers appreciate the convenience of having their taxes prepared with ease and the availability of a notary public on site, which streamlines various financial processes. The office is wheelchair accessible and welcomes clients of all identities, being LGBTQ+ friendly. They also offer language assistance, making it accessible for non-English speakers.

For those seeking a comfortable and convenient experience, it's recommended to book an appointment prior to visiting, ensuring a smoother service experience. The business prides itself on being language assistance available, a feature that significantly enhances inclusivity and customer satisfaction.

Location and Accessibility

The address in San Francisco's downtown area places Complete Financial in a bustling, easily accessible part of the city. The wheelchair accessible entrance ensures that everyone can visit without obstacles, demonstrating their commitment to accessibility.

Customer Feedback and Recommendations

Customer opinions are overwhelmingly positive, with an average rating of 5/5 across 13 reviews on Google My Business. Many highlight the friendly demeanor of the staff, epitomized by Erik's responsiveness and expert tax advice. The recommendation to schedule appointments underscores the professionalism and desire to manage client expectations effectively.

👍 Reviews of Complete Financial

Complete Financial - San Francisco, California

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