Marlene Wentz, EA & Associates - Clearlake, California

Okay, here’s a detailed overview of Marlene Wentz, EA & Associates, presented in a formal and helpful manner, suitable for someone seeking professional tax services:

Marlene Wentz, EA & Associates: A Comprehensive Overview

For individuals and businesses requiring expert tax preparation and accounting services, Marlene Wentz, EA & Associates presents a consistently reliable and professional option. Located in the picturesque town of Clearlake, California, this firm has cultivated a strong reputation for its dedication to accuracy, client support, and a thorough understanding of complex tax regulations. The firm’s address is 15332 Lakeshore Dr, Clearlake, CA 95422, United States, and they can be reached by phone at 707-995-2388. You can also find more information and schedule an appointment at their website: marlenewentz.com.

Services Offered & Expertise

Marlene Wentz, EA & Associates specializes in a broad range of services designed to meet diverse client needs. Their core competencies include:

• Tax Preparation: They expertly handle individual and business tax returns, ensuring compliance and maximizing potential deductions.
• Accountant: Providing comprehensive accounting services, including bookkeeping, financial statement preparation, and general ledger management.
• Tax Advisor: Offering strategic tax planning advice to minimize tax liabilities and optimize financial strategies.

The firm's principal, Marlene Wentz, is an Enrolled Agent, a federally authorized tax practitioner recognized by the IRS. This designation signifies a high level of expertise and ethical conduct within the tax profession.

Location & Accessibility

The firm’s location at 15332 Lakeshore Dr in Clearlake, California, offers a convenient and accessible environment for clients. They prioritize client comfort and accessibility, offering a wheelchair-accessible car park and wheelchair-accessible entrance. It’s important to note that an appointment is required for all consultations, with appointments recommended to ensure optimal service and dedicated attention.

Client Feedback & Reputation

Marlene Wentz, EA & Associates consistently receives positive feedback within the local community. They currently have 18 reviews on Google My Business, with an impressive average rating of 4.4 out of 5 stars. The recurring themes within these reviews suggest a commitment to responsiveness, clarity, and a genuinely helpful approach. Clients frequently praise the team for their promptness and professional demeanor, emphasizing a collaborative and supportive relationship. There’s a clear indication of a firm that values building long-term client trust.

Conclusion & Recommendation

Based on its established expertise, client-focused approach, and convenient location, Marlene Wentz, EA & Associates appears to be an excellent choice for individuals and businesses seeking reliable tax preparation and accounting services. To learn more about their services, schedule an appointment, or discuss your specific financial needs, we strongly recommend visiting their website: marlenewentz.com. We encourage prospective clients to proactively engage with the firm to explore how their expertise can contribute to your financial success.

👍 Reviews of Marlene Wentz, EA & Associates

Judy W.

5/5

I have been collaborating with Marlene on a new clients taxes for months now. She is prompt, helpful and professional! I would highly recommend her and her team for your tax needs.

Sparky T.

5/5

Marlene has been doing our taxes for the last 7 years and has always done a great job. I believe I get the most return possible and have never been disappointed with the outcome. I have made calls to her throughout the year with questions, sometimes not even directly related to my tax return and she has always graciously given me information on the laws or how that may or may not affect my taxes at the end of the year. I would recommend her services to anyone.

Rosie C.

5/5

Marlene has been our E.A. for several years. She has always done an excellent job answering all of our questions and helping us with any tax information we have needed. The other thing I truly appreciate is her prompt replies. The service from her firm is wonderful. She is efficient and I would recommend her to anyone for their personal or business taxes.

Gary B.

5/5

We find Marlene reasonably priced, always current and very knowledgeable on all tax matters we have ever needed help with.

She is courteous and thoughtful, always taking the time to answer questions and explain things.

We highly recommend her.

M P.

5/5

I highly recommend Marlene Wentz. I recently received a bill from the IRS saying I owed 1300.00 from 2014. I took this directly to Marlene to see if she could find out if this was correct or not. She got back with me and told me that I did not owe the IRS anything ...in fact that THEY owed me a return. I actually received a refund of almost 300.00. Marlene's experience and knowledge in what she does is awesome!!!

Raymond G.

5/5

I have used Marlene Wentz, EA and Associates to prepare my taxes for about 15 years. She and her staff are very efficient and have prepared federal, Minnesota and Arizona returns for me. They are quick and can answer any tax question anyone might ask. I intend to use her and her business in the future as well.

Shawna S.

5/5

Marlene is REALLY good at all the things I'm lousy at! She's fast too! The best thing is when her system was hacked and our info compromised she let us know right away and did our taxes for free. We rely heavily on her and feel peace of mind having her take care of us.

Cynthia K.

5/5

Marlene is knowledgeable, personable and more. Even with complicated returns, she's always been ahead of the curve in regards to changes in the Tax law, as well as knowing the right questions to ask. Prompt service, always willing to listen and explain. GREAT provider.