Green Tax & Financial - Santa Clarita, California

Okay, here’s a comprehensive overview of Green Tax & Financial, presented in a formal and helpful tone, adhering to your specific requirements:

Green Tax & Financial: A Reliable Partner for Tax and Financial Planning

Green Tax & Financial is a distinguished firm dedicated to providing comprehensive tax preparation and financial planning services to individuals and small businesses. Located at Address: 25115 Avenue Stanford #110, Santa Clarita, CA 91355, the company prides itself on delivering personalized attention and expert guidance within a professional and approachable environment. You can reach them at Phone: 12574111, or visit their website at Website: greentaxandfinancial.com.

Services Offered

Green Tax & Financial offers a wide array of services tailored to meet diverse client needs. These include:

• Tax Preparation: They specialize in accurately preparing and filing individual and business tax returns, ensuring compliance with all applicable regulations. Their expertise extends to complex forms, including Schedule C for self-employed individuals.
• Financial Planning: Beyond tax preparation, they provide strategic financial planning services, encompassing retirement planning, investment management, and wealth preservation strategies.

Key Features and Accessibility

The firm is committed to providing a seamless and accessible experience. Notably, the office boasts a wheelchair accessible entrance and wheelchair accessible parking lot, demonstrating a dedication to inclusivity. It's important to note that appointment required, and appointments are strongly recommended to guarantee optimal service and personalized attention. They understand the importance of scheduling and strive to accommodate clients efficiently.

Client Feedback & Reputation

Green Tax & Financial has garnered consistently positive feedback within the community. The company currently holds 5 reviews on Google My Business, with an impressive average opinion of 5/5. These reviews consistently highlight the team's knowledge, responsiveness, and commitment to client satisfaction. It’s clear that the firm cultivates strong, trusting relationships with its clientele, valuing open communication and down-to-earth conversations. The seamless transition following the retirement of Michael, and the quick onboarding of his son, Nick, speaks volumes about the firm's stability and dedication to maintaining high standards.

About the Team

The firm’s leadership is characterized by a deep understanding of the tax landscape and a genuine desire to help clients achieve their financial goals. Nick, in particular, has quickly established himself as a valuable asset, demonstrating both quickness and comprehensive knowledge, even when dealing with intricate tax situations.

Recommendation

For individuals and small business owners seeking a reliable, knowledgeable, and client-focused tax preparation and financial planning service, Green Tax & Financial presents a compelling choice. Their commitment to accessibility, combined with their strong reputation and experienced team, makes them a trusted partner. We highly encourage potential clients to explore their services further by visiting their website at greentaxandfinancial.com and scheduling an appointment to discuss their specific needs.

👍 Reviews of Green Tax & Financial

Tom M.

5/5

I must say I really enjoy working with Nick once a year on my taxes. Top quality, informative tax preparation. Always enjoy our down to earth, conversations. I highly recommend green tax Financial. You're doing a great job Nick keep it up see you next year.

Julie P.

5/5

After many years of service, I was sad to learn that Michael retired. Luckily, we found that his son Nick was just a quick and knowledgeable with our complicated (schedule C) taxes. We are thankful he left us in competent hands!

Jim D.

5/5

Met with Nick Green to advise me of my tax options as I get ready for retirement. He was very professional, spent time going over four different scenarios and answered all of my questions.

Elaine B.

5/5

Lorrie V.

5/5