Team Wealth & Tax Advisors - Temecula, California

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Team Wealth & Tax Advisors

Team Wealth & Tax Advisors is a highly-rated tax preparation and financial services company located in Temecula, California. Established by a veteran, the company offers a wide range of services including tax preparation, financial planning, investment advice, and tax consulting.

About Team Wealth & Tax Advisors

• Tax preparation service
• Financial advisor
• Financial consultant
• Financial planner
• Investment service
• Tax consultant
• Tax preparation

The company is dedicated to providing personalized, high-quality services to their clients. With years of experience and expertise, their team of professionals can help individuals and businesses navigate complex financial matters with ease. They pride themselves on offering transparent, affordable solutions tailored to each client's unique needs.

Location & Accessibility

Team Wealth & Tax Advisors is conveniently located at 40395 Winchester Rd suite a, Temecula, CA 92591. The office provides wheelchair accessible entrance, parking, restrooms, and seating to accommodate all clients.

Services & Specialties

Some of the key services offered by Team Wealth & Tax Advisors include:

• Tax preparation for individuals and businesses
• Financial planning and investment advice
• Tax consulting and compliance
• Retirement planning
• Insurance solutions
• Personalized wealth management strategies

Additional Information

• Online appointments are available for added convenience
• Language assistance is provided to accommodate non-English speakers
• Free parking is available on-site

Customer Reviews

Team Wealth & Tax Advisors has consistently received high praise from their clients. With an impressive 5/5 average rating based on 12 reviews, customers highlight the team's expertise, friendly service, and exceptional value. Many clients remark on how the advisors take the time to understand their unique financial situations and provide personalized, actionable advice.

One satisfied customer shared, \"TeamTax was a great business to get our taxes done. Jay, our preparer was super friendly, and helpful. He knew his stuff and was able to answer any questions we had. Definitely recommend coming here for your taxes as it was super quick, easy, and very affordable Thank Jay, look forward to working with you next year.\"

In summary, Team Wealth & Tax Advisors is a top-rated, veteran-owned company providing comprehensive financial services. With a skilled team, convenient location, and commitment to exceptional customer service, they are an excellent choice for anyone seeking expert guidance with their taxes, investments, and overall financial wellness.

Address: 40395 Winchester Rd ste a, Temecula, CA 92591

Phone: 9513086444

Website: wealthandtax.com

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👍 Reviews of Team Wealth & Tax Advisors

B S.

5/5

TeamTax was a great business to get our taxes done. Jay, our preparer was super friendly, and helpful. He knew his stuff and was able to answer any questions we had. Definitely recommend coming here for your taxes as it was super quick, easy, and very affordable! Thank Jay, look forward to working with you next year!

robert S.

5/5

I have been going to see Jarrad for several years now. I moved out of state a couple years ago and I still drive in every year to have my taxes prepared by Jarrad. He is extremely thorough and professional. The process is ALWAYS painless. I am ALWAYS happy with the result.

The environment at Team Tax is great. Everyone is polite, and friendly. I always feel welcomed when I arrive. Even with everything going on in the world, the environment that Team Tax, and Jarrad provide is comfortable, peaceful, and welcoming.

If you're looking for a genuine taste of normalcy AND extremely good service, look no further than Team Tax. I highly recommend them, and specifically Jarrad. 10/10!!!!

P.S.

If you're one of those still living in fear of the plague, they offer complete contactless services as well. They'll help you stay "safe" and give you great service.

P.P.S
I was offered this service when I made my appointment but in case you miss it, just ask about it when you call for an appointment so you don't have to leave a bad Yelp review later. Lol

Angelica S.

5/5

Team tax is great. Jarrad is really nice , fast and efficient. This is my second year going to them and im so glad I was recommended to them. I definitely recommend Team Tax. You wont be disappointed. I love the decor of the front waiting area also, it's very intriguing.

SUPERMANBLUE227

5/5

I go on the Turbo Tax website every year to get an estimate on my return, and it's always $2,000+ less than the return I receive when Team Tax does my taxes. Although filing with Team Tax isn't free of course, I'd rather pay less than 10% of the return difference than receive a free service.

Richard K.

5/5

Len Cole has been preparing our tax returns for at least 25 years.

Elaine R.

5/5

Here at. Team tax were very happy in our 7yrs. going here. Jared our tax guy is so cool. Love it here

Donna T.

5/5

I appreciate the team at team tax!! They were helpful, friendly, and I was out of there in no time.

Alcom S.

5/5

These guys have been such an amazing help. Whenever I’ve needed them they’lvepull through and made it happen. I highly recommend