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Last Updated May 1, 2025

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Major Clients:
Confidential
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Revenue:
$1 million - $5 million
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Year Founded:
2012
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Pricing:
M
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Fulltime Employees:
10 - 50
- Primary Services:
-
Active Clients:
10+
-
Client Retention Rate:
81%
-
Major Clients:
Confidential
-
Year Founded:
2012
-
Fulltime Employees:
10 - 50
-
Active Clients:
10+
-
Client Retention Rate:
81%
-
Revenue:
$1 million - $5 million
-
Pricing:
M
- Primary Services:
-
Secondary Services:
-
Social:
About - Peak Services, Inc.
22349 La Palma Ave | Yorba Linda, California, 92887-3823Peak Services, Inc. Reviews
Helpful (0)

Diane Repp
1 contributions
0 helpful votes
Overall Feedback:
Jason has been my CPA for 20+ years. He is also my financial advisor. I've lived in San Diego, Oregon, Arizona and back to CA in the last 20 years. No matter where I lived I still had Jason do my taxes and handle my investments. I had 2 very bad experiences with Paine, Webber and Merrill Lynch. I no longer have to worry about my taxes or investments. Jason is honest, reliable, patient, (I was in the legal field for 30+ years and I admit I'm a bit impatient and don't trust people easily) compassionate, explains things in terms I can understand, and is a joy to work with. It is refreshing to be able to trust someone to handle these things for me so that I don't have to worry about them. His staff is also wonderful. I do not hesitate to recommend them.
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