We have been working with Jay Cole at Team Wealth for a few years, and we highly recommend him. He…read moreis knowledgeable, honest, and hard-working. Thank you, Jay!

I became a client this year, specifically because they offer tax and wealth management under one…read moreroof -- I was having a complicated tax year and was also considering moving my investment accounts to a smaller local firm. In July my employer was acquired, which created a one-time equity event -- a large block of W-2 income plus a capital gain -- and a genuinely time-sensitive tax question. I sent a one-page summary with my own figures and six specific questions: confirm my analysis, check whether I'd owed AMT on some prior ISO exercises (I asked him to pull my IRS and FTB transcripts), and tell me whether I needed to make a Q3 estimated payment before the September 15 deadline. It took 17 days and a follow-up email from me to get any reply. When it came, none of the six questions were answered. What I got was a rough estimate he explicitly told me not to rely on -- "by no means should you use these for any official calculations" -- plus a note that his system couldn't calculate two of the taxes that applied to my return. The same email told me the firm would no longer be servicing my account. - Basically they fired me HA! I understand this was outside his wheelhouse. He said as much. But that's a conversation to have on day one, not after two and a half weeks of silence on a deadline-driven question. Being dropped as a client in the same message that answered nothing is what moved this from disappointing to worth writing about. I never did move my investments over. This experience made that decision for me -- which is worth mentioning, because the combined tax-and-wealth offering is what brought me in. If you're considering them for both, I'd want to see how they handle a complicated tax year before you hand over anything else. If I can't trust you for the little stuff, how can I trust you with the big stuff. One star instead of Zero (If I could) because he did eventually respond and offered a referral.- Thanks but NO THANKS!

I honestly never thought I'd say this about doing taxes--but I actually look forward to it every…read moreyear. Chris completely changes the experience. He's incredibly kind, patient, and genuinely cares about helping you understand everything, not just getting it done. Taxes can feel overwhelming and stressful, but Chris makes it smooth, comfortable, and even enjoyable. He takes the time to answer every question and makes sure you feel confident before you leave. You can tell he truly cares about his clients, and that makes all the difference. If you're dreading tax season, go see Chris--you'll walk out feeling relieved and taken care of. Couldn't recommend him more!

Great people. Great business. Very trust worthy. Will never fail you. Very reseasonable. Years…read moreof experience.

I have been working with Michael for about four years now. He's been very helpful with filing my…read moretaxes as a school teacher and second home owner I highly recommend Michael Shaughnessy.

I left more than one message to contact me I never heard from anyone that sets forth the…read moreexpectation failed that I would have in hiring this company to handle my financial estate taxes

I called and left my information with Tae's office to get pricing on assistance filing my taxes for…read morethe year. Received a call back promptly from Tae himself to discuss my situation. Tae asked a few questions and determined my current tax situation is simple enough that I would be fine filing with the current online system I use. That level of transparency and honesty is uncommon and won my future business. We discussed opportunities to work together in the future when tax strategy and planning will become more relevant to my family. Tae went above and beyond in explaining when it will make sense to work with his team. Friendly, fast, and honest operation he is running. Highly recommend and well worth the money to go to someone who has your best interest at heart!

Tae is an absolute class act! From the start, he proved to…read morebe ethical, organized, attentive, and incredibly thorough. His streamlined system made it easy to upload my documents remotely--no need for office visits, which was a huge relief during an overwhelming time in my life. Tae has handled my taxes for the past four years of taxes, a period marked by personal loss and emotional difficulty. I wasn't in the right headspace and made decisions that complicated my financial situation. Through it all, Tae remained patient, supportive, and nonjudgmental and truly held my hand every step of the way. I can't recommend him enough. If you're looking for someone who knows their stuff and genuinely cares, Tae is your guy. Five stars aren't enough!

I have been using The Lopez Group for my taxes since 2015. This is a great couple, working together…read moreusing sincerity and kindness as their focus. Every year, I am given an email to start my taxes and everything is uploaded electronically. I haven't had to come in to their Temecula office since 2018 as they are so convenient and easy to reach as well. Once you contact The Lopez Group, you will see how great they. They truly serve their clients. Thank you Liz! She's so supportive of her husband. Until next year!

My husband and I did our personal and business taxes with Mr. Lopez and his very sweet wife a few…read moreweeks ago. Mr. Lopez was very professional and knowledgeable. He gave us good advice that we will definitely be using in our business. Thank you both!

I've been using a local CPA for tax preparation for the past several years. However, this year I…read moreneeded to speak directly to the preparer instead of his secretary who knew less than I did. The secretary refused to pass on my questions to the CPA, which would have saved me a lot of wasted time. So I checked out Yelp reviews and found Chris. Chris is a licensed and bonded tax preparer, and he really knows his stuff. He chatted with me via telephone and I was able to confidently collect the necessary documents I appreciated his quick turnaround of my taxes. He emailed me my return for review before submitting it. And his fees are reasonable and saved me a lot of money. So if you want to hire a polite, knowledgeable, and readily accessible tax guy, Chris is your man.

Awesome person and super helpful and patient. Got my taxes done right away and was able to do…read moreeverything without me there til it was time to sign and pay. Trust him , super happy and reasonable rates. H&R BLOCK wanted $350 to do what he did for $125!! I'll be back next year. Thanks so much Chris.

Nicole and her staff are Rockstar's!!! Biff does my bookkeeping and Kelly did our taxes. Their…read moreattention to detail and response to question is top notch. They are very thorough with their clients. I would highly recommend using them for your, taxes, bookkeeping and planning.

Nicole Albrecht is absolutely AMAZING. I can't say enough good things about her. She is…read moreknowledgeable, responsive, patient, and truly goes above and beyond to make sure everything is done correctly and in your best interest. Taxes can be stressful, but Nicole makes the entire process smooth, clear, and honestly painless. She takes the time to explain things, answers every question without making you feel rushed, and you can tell she genuinely cares about her clients--not just getting the job done. If you're looking for a tax professional who is trustworthy, sharp, and actually enjoyable to work with, Nicole is it. I wouldn't go to anyone else and highly recommend her to anyone who wants their taxes done right the first time. The whole team is amazing at Elite Tax Partners!

They never returned my messages and inquiries. No contact what so ever and I was ready to hire them…read morebased on their reviews.

Jason is very good, and has reasonable prices .. He will find the best action for your particular…read moresituation.