Financial Advising in Murrieta, CA

“I was in over my head and this company pulled me out. They were the only ones who had a payment plan because everyone else wanted $3500 up front.thanks to them I finally got a tax return last year after 10 years of the IRS taking it for debt. Thanks to everyone there!”

“So impressed after the first meeting with Allen, He gave me honest, detailed and practical advice about my finances in simple terms that I could understand and apply to my life immediately. I appreciate his positive and encouraging demeanor, he’s personable and also very experienced in the full spectrum of finances. I would highly recommend his services to my family and friends. Looking forward to working with you in the near future Allen.”

“Great people! Knowledgable and helpful. They patiently helped me understand how to withhold from my pension so that I would stop having such a high tax bill at the end of the year. They filed an extension for me too! Easy peasy! Justin is an intelligent and kind bookkeeper and knows his details about Taxes! Stephanie is great at helping me understand what I'm doing with my Quick Books questions! They all help me! I'm glad I found them!!”

“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”