Tax & Wealth Management, LLC

Open ⋅ Closes 5 pm
9 am–5 pm
Closed on Monday, Saturday, Sunday

At Tax & Wealth Management, LLC we'll focus on your unique needs so you know you are our priority. Our firm is large enough to offer a full range of professional services but small enough to give you the individual attention that you deserve. Our services include tax preparation & planning, IRS representation, estate & trust tax preparation, notary public services, retirement planning, and business entity selection. Rest assured that when a need arises, our firm is ready to capably handle everything for you so you can focus on what matters most.

Services

Tax preparation service
Financial advisor
Notary public

From the Business

Identifies as Asian-owned

Service Options

Online appointments
Language assistance

Accessibility

Wheelchair-accessible car park
Wheelchair-accessible entrance
Wheelchair-accessible seating
Wheelchair-accessible toilet

Business Hours

Monday: Closed
Tuesday: 9 am–5 pm
Wednesday: 9 am–5 pm
Thursday: 9 am–5 pm
Friday: 9 am–5 pm
Saturday: Closed
Sunday: Closed

Find Us on Google Maps

4501 Cerritos Ave Ste 202, Cypress, CA 90630, United States

Customer Reviews

Reviews

5(48 reviews)

Sandra Ateca

Oct 17, 2024on

Mike Sarno

Oct 3, 2024on

Jeff and his team have the knowledge and expertise in financial planning, investment, retirement, and tax prep. He is definitely on your side to building wealth. He’s been my guy for years. I wouldn’t go anywhere else!

Jason Barrera

May 7, 2024on

Rob Rugen

May 7, 2024on

This is my 7th year using T&W and the whole process is always very quick and easy to follow. Thanks again!

Karley Olson

May 7, 2024on

I have been using Tax & Wealth Management for some time now. Quick and friendly service, they know what they’re doing.

Avic Nazario-Golez

May 7, 2024on

We have been long-time clients of Jeff Barrera and Tax & Wealth Management. They are responsive, knowledgeable and easy to work with.

Antero Hirondo

May 7, 2024on

We had been working with Jeffrey Barrera of Tax & Management, LLC for decades and he has been very sincere and accurate in doing his Job. Never had any problem with my tax return over the years.

Jim Dorsey

May 7, 2024on

Jeffery and his associates are knowledgeable and very helpful with financial planning and tax advice. I would recommend Tax & Wealth Management without reservation.

Ney Triyoes

May 7, 2024on

Great people to do business with. Very informative and thorough.

Cindy Covarrubias

May 7, 2024on

They did a great job handling our taxes. Answered all our questions promptly. Jeff is very professional and kind. Made doing our taxes easy.

richard ludwig

Apr 20, 2024on

Jeff has done my taxes for many years, he also did my fathers Trust Return. He is very knowledgeable with all the different types of tax returns, including but not limited to business, LLC's, Corporate, Trust and Individuals returns. Jeff advises me on any current changes in Tax Laws and he always makes it easy to understand. Jeff is always courteous and professional, and a pleasure to work with. He is not only my Tax Preparer, he is our established trusted Financial Advisor (Retirement by Design) and comes with the highest recommendation from our entire family. I recommend you come in his office and see all the services he has to offer, you won't be disappointed.

Shirley Bradley

Apr 16, 2024on

Jeff and his team have been taking great care of my personal and business taxes along with investment strategies for my business for many years. If you’re looking for a trusted tax professional and a trusted financial advisor look no further. He will take great care of you and treat you like family.