Tax & Wealth Management, LLC - Cypress, California

Tax & Wealth Management, LLC

Tax & Wealth Management, LLC is a highly regarded tax preparation service and financial advisory firm located at 4501 Cerritos Ave Ste 202, Cypress, CA 90630, United States. The company has built a strong reputation for providing comprehensive and personalized financial solutions to its clients.

Specialties and Services:

• Tax preparation service
• Financial advisor
• Notary public

In addition to their core services, Tax & Wealth Management, LLC offers several unique features to cater to diverse client needs:

• Identifies as Asian-owned
• Online appointments available
• Language assistance
• Wheelchair-accessible facilities
• LGBTQ+ friendly
• Appointment required
• Appointments recommended

The company has received excellent feedback from its clients, with a solid average rating of 5/5 based on 49 reviews on Google My Business.

Location and Accessibility:

With a convenient location in Cypress, California, the firm offers easy access to its services. The office is wheelchair-friendly, ensuring that all clients can access the premises with ease. Additionally, the company provides language assistance to accommodate clients with diverse linguistic backgrounds.

Contact Information:

Phone: 714-947-0284
Website: taxwealthmanagement.com

To schedule an appointment with Tax & Wealth Management, LLC, it is recommended to contact the firm directly or visit their website to book an online appointment. Their team of experienced professionals is dedicated to helping clients achieve their financial goals and navigate the complexities of tax preparation and wealth management.

👍 Reviews of Tax & Wealth Management, LLC

richard L.

5/5

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 B.

5/5

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.

Christina M.

5/5

We have been using Tax & Wealth Management for the last few years now and we look forward every year to work with Jeff and his team. We wanted someone that was knowledgable about rentals and we found the team! They are professional and take the time to make sure they review, and have everything in order before submitting our return. They truly are the best 😊!

RobnMychelle F.

5/5

I have used Tax and Wealth Management for my tax filing since 2019 and I couldn't be happier with the service. From start to finish, the process is smooth and efficient. Jeff B is professional, knowledgeable and attentive. He not only guides me through every step of the process, he helps me make sense of my deductions and credits so that I learn something new every year, making the next tax season less of chore for me. I always appreciate their attention to detail and their willingness to answer all my questions. I highly recommend the Tax and Wealth Management team to anyone looking for a reliable and stress free tax preparation experience.

Mike S.

5/5

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!

Julie H.

5/5

We have been using Tax & Wealth Management LLC for a few years. Jeffrey and his associates are always so helpful. Our taxes are always completed in a timely manner. I would recommend them to anyone looking for and investment company and/or tax preparations.

Maricar D.

5/5

I have been using Jeff’s services for over 8 years and I continue to come back every year because the customer care and quality of work are outstanding! Jeff and his team have always adapted to my needs throughout the years. They are experts that take the time to make sure they review everything with me and discuss different options so I can confidently make decisions. Appreciate all they do!

Brian N.

5/5

Courteous, informative, and great customer support. Jeffery Barrera was able to help us quickly get our taxes done and walk us through the details. He was able to explain and give advice an ensured we understood different options moving forward. Would highly recommended and look forward to working with them again!