A.E.I. Tax

5(4 reviews)Santa Rosa, California

Closed ⋅ Opens 8 am
8 am–5:30 pm
Temporarily closed
Closed on Saturday, Sunday

With over 30 years of tax preparation experience and 15 years of experience as financial advisors, we offer a comprehensive approach to customized financial solutions that fit your needs from a big picture perspective down to the fine detail level.

Services

Tax consultant

Service Options

Online appointments
On-site services

Accessibility

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

Business Hours

Monday: 8 am–5:30 pm
Tuesday: 8 am–5:30 pm
Wednesday: 8 am–5:30 pm
Thursday: 8 am–5:30 pm
Friday: 10 am–2 pm
Saturday: Closed
Sunday: Closed

Find Us on Google Maps

3558 Round Barn Blvd Suite #200, Santa Rosa, CA 95403, United States

Customer Reviews

Reviews

5(4 reviews)

Richmond Curry

Mar 6, 2024on

Justin Gartner

Aug 21, 2021on

Karen Kelly

Jun 1, 2021on

Keith S

Mar 16, 2021on

Taxes: Anyone that lives in the Santa Rosa, CA area and is looking to claim Tax Trader Status, declare Mark-to-Market, etc... If you have searched then you know how few tax preparers know about, or even want to help a day trader with his/her taxes. He's a really nice guy too. You should schedule a meeting with him today!