Cancel

    Open app

    Search

    Team Wealth & Tax Advisors

    4.7 (33 reviews)
    Closed 9:00 am - 5:00 pm

    By appointment only

    Updated 2 months ago

    Services - Team Wealth & Tax Advisors

    Individual filing for current tax year

    Current year tax preparation and filing

    Estate planning

    5 More Services

    Inheritance planning

    Investment management

    Retirement planning

    Tax planning

    Trust planning

    Team Wealth & Tax Advisors Photos

    You might also consider

    Recommended Reviews - Team Wealth & Tax Advisors

    Your trust is our priority, so businesses can't pay to alter or remove their reviews. Learn more about reviews.
    Yelp app icon
    Browse more easily on the app
    Review Feed Illustration

    4 months ago

    Helpful 0
    Thanks 0
    Love this 0
    Oh no 1
    Photo of J. J.
    0
    99
    0

    3 months ago

    Helpful 0
    Thanks 0
    Love this 0
    Oh no 0

    4 months ago

    Helpful 0
    Thanks 0
    Love this 0
    Oh no 0

    4 months ago

    Helpful 0
    Thanks 0
    Love this 0
    Oh no 0

    1 year ago

    Great service, customer friendly, professional, clean and spacious, complimentary coffee and cookies!

    Helpful 0
    Thanks 0
    Love this 0
    Oh no 0

    4 months ago

    Helpful 0
    Thanks 0
    Love this 0
    Oh no 0

    5 years ago

    Helpful 8
    Thanks 2
    Love this 8
    Oh no 3

    5 years ago

    Helpful 1
    Thanks 0
    Love this 2
    Oh no 0
    Photo of Eric D.
    425
    74
    204

    10 years ago

    Helpful 4
    Thanks 0
    Love this 1
    Oh no 0

    7 years ago

    Helpful 0
    Thanks 0
    Love this 0
    Oh no 0
    Photo of Curtis L.
    401
    95
    15

    7 years ago

    Helpful 0
    Thanks 0
    Love this 0
    Oh no 0

    12 years ago

    Helpful 0
    Thanks 0
    Love this 0
    Oh no 0

    6 years ago

    Helpful 1
    Thanks 0
    Love this 3
    Oh no 1

    8 years ago

    Helpful 1
    Thanks 0
    Love this 0
    Oh no 0

    7 years ago

    Helpful 0
    Thanks 0
    Love this 0
    Oh no 0

    5 years ago

    Helpful 0
    Thanks 0
    Love this 0
    Oh no 0

    7 years ago

    Helpful 1
    Thanks 0
    Love this 0
    Oh no 0
    Photo of Chris R.
    235
    159
    8

    8 years ago

    Helpful 0
    Thanks 0
    Love this 0
    Oh no 0

    14 years ago

    Jeffry Cole has extensive knowledge and experience in taxes. He's as good as it gets!

    Helpful 0
    Thanks 0
    Love this 0
    Oh no 0

    9 years ago

    Helpful 0
    Thanks 0
    Love this 0
    Oh no 0
    Photo of Tawnie G.
    520
    28
    35

    12 years ago

    Helpful 2
    Thanks 0
    Love this 1
    Oh no 0
    Photo of Erin C.
    297
    88
    0

    9 years ago

    Helpful 0
    Thanks 0
    Love this 0
    Oh no 0

    11 years ago

    Helpful 0
    Thanks 0
    Love this 1
    Oh no 0

    9 years ago

    Helpful 1
    Thanks 0
    Love this 1
    Oh no 0

    9 years ago

    Jeff is the BEST!! I've gone to him for 18+ years. He's never let me down. Always finds ways to get me a great refund!!

    Helpful 0
    Thanks 0
    Love this 0
    Oh no 0

    10 years ago

    Jeff and his team do a fantastic job in all areas. From tax preparation to financial services and insurance services

    Helpful 0
    Thanks 0
    Love this 0
    Oh no 0
    Photo of Pam L.
    27
    2
    0

    7 years ago

    Great professional team. Michelle is always very helpful and pleasant. They are knowledgeable and experts in their fields

    Helpful 0
    Thanks 0
    Love this 0
    Oh no 0

    10 years ago

    Helpful 0
    Thanks 0
    Love this 0
    Oh no 0
    Photo of Tam R.
    0
    13
    0

    9 years ago

    Helpful 0
    Thanks 0
    Love this 0
    Oh no 0

    10 years ago

    Helpful 2
    Thanks 1
    Love this 0
    Oh no 0

    11 years ago

    Helpful 1
    Thanks 0
    Love this 0
    Oh no 0

    9 years ago

    Helpful 0
    Thanks 0
    Love this 0
    Oh no 0

    10 years ago

    Helpful 0
    Thanks 0
    Love this 0
    Oh no 0

    Ask the Community - Team Wealth & Tax Advisors

    Review Highlights - Team Wealth & Tax Advisors

    Thank you David for being such a kind and understanding professional when it comes to your clients taxes.

    Mentioned in 10 reviews

    Read more highlights

    You might also consider

    Tae H Kim, CPA

    Tae H Kim, CPA

    (31 reviews)

    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!

    Wolfgang Capital

    Wolfgang Capital

    (1 review)

    Wolfgang Financial has been our Financial Advisor for about 3 years…read more We have worked with other Investment Firms for many years. But we never really got the personal attention that we now receive with Wolfgang Capital. Phone calls and questions are answered promptly. We rest assured that our investments are well managed. We are now part of the Wolfgang Family.

    From the owner: Wolfgang Capital is a fiduciary, RIA, full service wealth management and retirement planning firm…read more Our team creates a space where clients feel cared for, comfortable and understood. Our office has a welcoming feel that is created by genuine, hard-working, local people who understand your concerns. Our ideal client understands that as a fiduciary firm, we are responsible for our clients’ well-being, and we do not take that obligation lightly. Our client-centric approach emphasizes clear communication, transparency, and a commitment to understanding each client's vision for retirement. Our financial advisors have first-hand experience in making sure that a life change does not equal a family’s altered financial health. Disclosure: Fee-based financial planning and investment advisory services are offered by Wolfgang Capital LLC, an SEC Registered Investment Advisor. Registration as an investment adviser does not imply any level of skill or training. Insurance products and services are offered through Wolfgang Financial Group LLC dba Wolfgang Financial and Insurance Agency (CA LIC # 0K07551). Tax Services offered through Wolfgang Tax & Accounting LLP. The aforementioned companies are affiliated companies. Legal services offered through Drovetta Law APC, an unaffiliated company. Neither Wolfgang Financial Group LLC nor Wolfgang Capital LLC provide legal or tax advice. You should always consult an attorney or tax professional regarding your specific legal or tax situation.

    Team Wealth & Tax Advisors - taxservices - Updated June 2026

    Loading...
    Loading...
    Loading...