Team Wealth & Tax Advisors
40395 Winchester Road, Temecula, CA 92591
Hours open
Monday:
8:00 AM - 6:30 PM
Tuesday:
8:00 AM - 6:30 PM
Wednesday:
8:00 AM - 6:30 PM
Thursday:
8:00 AM - 6:30 PM
Friday:
8:00 AM - 6:30 PM
Saturday:
8:00 AM - 5:30 PM
Sunday:
Closed
Photos
Location & Phone number
About the Business
Team Wealth & Tax Advisors is a leading accounting and finance institution located at 40395 Winchester Road in Temecula, California, United States. Our team of experienced professionals provides comprehensive wealth management and tax advisory services to individuals and businesses. With a focus on personalized solutions and strategic planning, we strive to help our clients achieve their financial goals and maximize their wealth. Trust Team Wealth & Tax Advisors to provide expert guidance and support for all your accounting and financial needs.
Reviews
"Len Cole has been preparing our tax returns for at least 25 years."
"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."
"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"
"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."
"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!"
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