Team Wealth & Tax Advisors

5(12 reviews)Temecula, California
All
Exterior
Inside
By owner
Street View & 360°
All

We are a private, bespoke, high-level, wealth and tax advisory firm. We help our ideal clients make smart choices about wealth, retirement, and taxes. As Certified Financial Planners™ and IRS enrolled agents, we are fiduciaries who adhere to certain ethical standards and codes of professional conduct established by governmental bodies and peer organizations. We are committed to serving our clients' best interests today to prepare them for a more secure tomorrow. These are reviews from clients of Team Wealth and Tax Advisors and who are not being compensated for sharing their opinion and/or experience with our firm. The testimonial creates a conflict of interest as these posted comments may not be representative of every client’s experience

Services

From the Business

Service Options

Accessibility

Business Hours

Monday
9 am–4 pm
Tuesday
9 am–4 pm
Wednesday
9 am–4 pm
Thursday
9 am–4 pm
Friday
9 am–4 pm
Saturday
Closed
Sunday
Closed

Find Us on Google Maps

40395 Winchester Rd ste a, Temecula, CA 92591, United States

Customer Reviews

google logo

Reviews

5(12 reviews)
Richard Klassen
Feb 15, 2024on
google logo

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

Sofia Sadler
Nov 7, 2022on
google logo
Matthew H.
Nov 7, 2022on
google logo
SUPERMANBLUE227
Jan 31, 2022on
google logo

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.

Yvette Thillens
Nov 7, 2021on
google logo
robert salatto
May 4, 2021on
google logo

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

Donna Turner
Feb 27, 2021on
google logo

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

Chris Maxcy
Nov 7, 2020on
google logo
Angelica Salazar
Mar 7, 2020on
google logo

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.

Elaine Robles
Feb 23, 2020on
google logo

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

B Sparks
Feb 3, 2019on
google logo

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!

Alcom Solutions
Aug 15, 2018on
google logo

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

More Accounting Services in This Area

All

Noon & Associates CPAs

Accounting firm

27555 Ynez Rd Ste 135, Temecula, CA 92591, United States

5(75 reviews)

+1 951-676-2814

Pro Balanced Books, Inc.

Pro Balanced Books, Inc.

Bookkeeping service

31915 Rancho California Rd Suite 200-361, Temecula, CA 92591, United States

5(11 reviews)

+1 951-816-6886

Elite Tax Partners, Inc.

Elite Tax Partners, Inc.

Tax preparation

41951 Remington Ave STE 210, Temecula, CA 92590, United States

5(34 reviews)

+1 951-633-1040