Tax & Wealth Management, LLC - Cypress, California

Tax & Wealth Management, LLC

Tax & Wealth Management, LLC is a well-established company located at 4501 Cerritos Ave Ste 202, Cypress, CA 90630, United States. They can be contacted via phone at 6572381570 or through their website at taxwealthmanagement.com. This Asian-owned business specializes in tax preparation services, financial advising, and notary public services, making them a comprehensive solution for individuals and businesses looking to optimize their financial well-being.

Specialties

• Tax preparation service
• Financial advisor
• Notary public

Other Points of Interest

• Online appointments available
• Language assistance provided
• Wheelchair accessible entrance, seating, parking, and washrooms
• Gender-neutral washroom available
• LGBTQ+ friendly environment
• Appointment required, but highly recommended for optimal service

Company Opinions and Reviews

Tax & Wealth Management, LLC has garnered a commendable 49 reviews on Google My Business, reflecting their commitment to quality service.

Average Opinion: 5/5

Testimonies from satisfied clients highlight the company's expertise in financial planning, investment, retirement, and tax preparation. Clients appreciate the personalized approach and the dedication to building wealth. One reviewer even noted, "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"

Relevant Information for Prospective Clients

Tax & Wealth Management, LLC offers a comprehensive suite of financial services that cater to various needs. Their expertise in tax preparation, coupled with their personalized financial advising, makes them an invaluable resource for individuals and businesses alike. Additionally, their commitment to accessibility, as evidenced by their wheelchair-friendly facilities and gender-neutral washrooms, demonstrates their inclusive approach to service.

Final Recommendation

For anyone seeking a reliable and knowledgeable partner in managing their wealth and taxes, Tax & Wealth Management, LLC is a top contender. Their impressive track record, combined with their exceptional customer service, sets them apart in the industry. We highly recommend visiting their website or contacting them directly at 6572381570 to schedule an appointment and begin your journey towards financial stability and growth.

👍 Reviews of Tax & Wealth Management, LLC

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!

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.

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.

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!

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 😊!

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!

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.