Team Wealth & Tax Advisors - Temecula, California

Address: 40395 Winchester Rd ste a, Temecula, CA 92591.
Phone: 9513086444.
Website: wealthandtax.com
Specialties: Tax preparation service, Financial advisor, Financial consultant, Financial planner, Investment service, Tax consultant, Tax preparation.
Other points of interest: Identifies as veteran-owned, Online appointments, Onsite services, Language assistance, Wheelchair accessible entrance, Wheelchair accessible parking lot, Wheelchair accessible restroom, Wheelchair accessible seating, Gender-neutral restroom, Appointment required, Appointments recommended, Free parking lot, On-site parking.
Opinions: This company has 12 reviews on Google My Business.
Average opinion: 5/5.

📌 Location of Team Wealth & Tax Advisors

☎️9513086444

⏰ Open Hours of Team Wealth & Tax Advisors

Monday: 8 AM–6:30 PM
Tuesday: 8 AM–6:30 PM
Wednesday: 8 AM–6:30 PM
Thursday: 8 AM–6:30 PM
Friday: 8 AM–6:30 PM
Saturday: 8 AM–5:30 PM
Sunday: Closed

Team Wealth & Tax Advisors is a reputable financial services provider, located at Address: 40395 Winchester Rd ste a, Temecula, CA 92591.

Contact Information

Phone: 9513086444

Website: wealthandtax.com

Specialties

Team Wealth & Tax Advisors offers a wide range of financial and tax-related services, including Tax preparation service, Financial advisor, Financial consultant, Financial planner, Investment service, Tax consultant, and Tax preparation.

Other Points of Interest

This veteran-owned business offers Online appointments, Onsite services, and Language assistance. It is also fully Wheelchair accessible, with an accessible entrance, parking lot, restroom, and seating. The business provides a Gender-neutral restroom and recommends making Appointments. Additionally, it offers Free parking in an on-site parking lot.

Customer Reviews

Team Wealth & Tax Advisors has received 12 reviews on Google My Business with an average rating of 5/5.

Sample Review

"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"

Recommendation

If you are looking for a reliable and professional financial services provider, look no further than Team Wealth & Tax Advisors. Their wide range of services, accessible location, and excellent customer reviews make them an ideal choice. Contact them today through their website or by phone to schedule an appointment and take the first step towards achieving your financial goals.

👍 Reviews of Team Wealth & Tax Advisors

Team Wealth & Tax Advisors - Temecula, California

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.