Williams Tax & Financial Services - Los Alamitos, California

Address: 4474 W Cerritos Ave, Los Alamitos, CA 90720, United States.
Phone: 5624931533.
Website: williamstaxandfinancial.com
Specialties: Consultant, Financial planner, Life insurance agency, Tax preparation.
Other points of interest: Wheelchair-accessible car park, Wheelchair-accessible entrance.
Opinions: This company has 25 reviews on Google My Business.
Average opinion: 4.8/5.

📌 Location of Williams Tax & Financial Services

Williams Tax & Financial Services 4474 W Cerritos Ave, Los Alamitos, CA 90720, United States

⏰ Open Hours of Williams Tax & Financial Services

  • Monday: 9 am–5 pm
  • Tuesday: 9 am–5 pm
  • Wednesday: 9 am–5 pm
  • Thursday: 9 am–5 pm
  • Friday: 9 am–5 pm
  • Saturday: 11 am–3 pm
  • Sunday: Closed

Williams Tax & Financial Services

Williams Tax & Financial Services is a reputable company located at 4474 W Cerritos Ave, Los Alamitos, CA 90720, United States. They can be reached by phone at 5624931533 or through their website williamstaxandfinancial.com.

About the Company

Williams Tax & Financial Services specializes in providing expert consultation, financial planning, life insurance agency services, and tax preparation. Their team of experienced professionals is dedicated to helping clients achieve their financial goals. With a strong focus on personalized service, they work closely with each client to develop tailored solutions that address their unique needs.

Accessibility and Reviews

The company takes pride in offering a wheelchair-accessible entrance and parking space, ensuring that their services are accessible to everyone. They have received positive feedback from their clients, with 25 reviews on Google My Business, averaging a high rating of 4.8 out of 5 stars.

Services Offered

  • Consultation
  • Financial planning
  • Life insurance agency
  • Tax preparation

Williams Tax & Financial Services is committed to providing top-notch financial services to their clients, helping them secure their financial future with confidence. Whether you need assistance with tax preparation, financial planning, or life insurance, their experienced team is here to help.

👍 Reviews of Williams Tax & Financial Services

Williams Tax & Financial Services - Los Alamitos, California
Linda
5/5

I have been going to Williams Tax & Financial for many years. Each year when it’s tax time, I phone the office to make an appointment where they are friendly and professional, and any time I have had to leave a message they have been quick to respond. First, having had Steve prepare my taxes and then transitioning over to Jobel; I’ve always felt confident that they are honest, extremely knowledgeable and thorough in completing my taxes. They take their time to explain the process and encourage any questions I might have regarding my current taxes and while making suggestions on the following years returns. My taxes have always been completed in a timely manner, which I truly appreciate. I have been exceptionally satisfied with the service at Williams Tax & Financial and plan on using them for years to come.

Williams Tax & Financial Services - Los Alamitos, California
Jennifer D.
5/5

Jobel has been a huge help to me over the last three years and also the accounting firm as a whole. I am thankful to Mr Williams and Jobel for their dedication to my tax needs over the years and I will continue to refer this accounting firm to my friends and family. Thank you!

Williams Tax & Financial Services - Los Alamitos, California
Robert V.
5/5

Jobel has been doing my taxes for seventeen years now. I met him at a time my life was a little turbulent, and sorting through taxes after having a child was new to me. A scary process that he simplified for me.

Over the years, Jobel has delivered excellent service when I filed my taxes with him. From what I understand, he left H & R Block to go solo for a bit, and I've seen him in more recent years with the Williams Tax & Financial Services group. His growth with them made it an easy decision for me to have him handle a little retirement money I had with my former company.

Jobel is communicative, and I never have to wait long for any important information to get through to me from him. Even now that I live in Seattle, Washington, I still I prefer to work with him. He is one hundred percent trust worthy and I highly recommend him for any tax and financial services.

Williams Tax & Financial Services - Los Alamitos, California
James A.
5/5

Jobel at Williams Tax and Financial has been so helpful and friendly. My old tax person was so difficult to get a hold of which led to discrepancies in my taxes. Jobel is always there to take my calls and we even have regular in-person meetings to discuss my financial situation. He is an excellent person to have on my side and I could not be happier with him as my tax expert and financial advisor.

Williams Tax & Financial Services - Los Alamitos, California
April A. H.
5/5

Jo did an excellent job with our taxes. He took on our account at the last minute after our family moved out of state and made the entire process simple. He’s a great communicator, fast and very efficient. It was such a pleasure to do business with him and we’ll be continuing to use him going forward!

Williams Tax & Financial Services - Los Alamitos, California
Cherry R. O.
5/5

We met with Jobel and it’s our first time working with him. He accommodated us with a last minute appointment. He is very friendly and professional. He answered all our questions and explained everything in regards to our paperworks. We definitely recommend him and his office for your taxes’ needs.

Williams Tax & Financial Services - Los Alamitos, California
Lesterama
5/5

Mr. Rentino has prepared my taxes for many years. His office has always been extremely professional and thorough. Last year my parents had an issue with their former accountant, and I asked Mr. Rentino if he could help them. Even though he was very busy during tax season, he was able to assist my parents and file their returns. Very trustworthy!

Williams Tax & Financial Services - Los Alamitos, California
Jedai L.
5/5

Mr. Rentino was recommended by a family, and we are so happy that we got to meet him. Everyone in the office was very polite and professional. Mr. Rentino was very efficient, but he took the time to make sure he didn’t miss anything with all the paperworks that we gave him. I highly recommend William Tax and Financial Services weather online or in person, they do an excellent job.

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