Tax & Wealth Management, LLC - Cypress, California

Tax & Wealth Management, LLC: Comprehensive Financial Services in Cypress, California

Tax & Wealth Management, LLC is a leading financial services firm based in Cypress, California, offering a wide range of services to cater to the diverse financial needs of individuals and businesses. With a strong focus on tax preparation, financial planning, and wealth management, the company has become a trusted partner for many clients seeking professional financial advice.

Located at 4501 Cerritos Ave Ste 202, Cypress, CA 90630, United States, the firm is easily accessible and offers convenient parking facilities for its clients. The company can be reached via phone at 7149470284 or through their official website at taxwealthmanagement.com.

Services Offered

• Tax preparation service
• Financial advisor
• Notary public

In addition to these core services, Tax & Wealth Management, LLC also provides online appointment scheduling, multilingual assistance, and wheelchair accessibility, making it easier for a wider range of clients to access their services.

Specialties and Unique Features

• Asian-owned business
• Online appointment availability
• Language assistance
• Wheelchair-accessible facilities
• LGBTQ+ friendly environment
• Appointment recommended

The company takes pride in its commitment to providing exceptional service and has earned a stellar reputation among its clients. With an impressive 5/5 average rating based on 49 reviews on Google My Business, Tax & Wealth Management, LLC has established itself as one of the top financial services providers in the area.

One client, for instance, praised the team's dedication and personalized approach, stating, "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." This testimonial highlights the firm's commitment to building long-lasting relationships with its clients and delivering tailored financial solutions to meet their unique needs.

Tax & Wealth Management, LLC stands out in the competitive financial services industry by combining expertise, personalized service, and a commitment to accessibility. With a strong focus on client satisfaction and a proven track record of success, the company is well-positioned to continue serving the financial needs of individuals and businesses in Cypress and beyond.

👍 Reviews of Tax & Wealth Management, LLC

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.

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!

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!

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.