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    Winn Financial & Management

    4.7 (66 reviews)
    Closed • 10:00 am - 6:00 pm

    Services - Winn Financial & Management

    Audit and conflict resolution support

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    6 months ago

    Gia my tax prepaer is very thorough. I am satisfied with this service. Will definitely come back!

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    Photo of Quoc P.
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    4 months ago

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    Gia N.

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    8 months ago

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    3 months ago

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    6 months ago

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    6 months ago

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    7 months ago

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    7 months ago

    Gia was wonderful and helpful in helping us prepare our tax return! Very easy to work. Thank you!

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    6 months ago

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    6 months ago

    Return client for several years, 10/10 for customer service. Gia is great and will continue coming back each year

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    6 months ago

    Excellent service. Gia always prep and file my tax. Always a trusted business partner

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    2 years ago

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    2 years ago

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    6 months ago

    Been doing my taxes here for years and I love this place I would recommend this place.

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    8 months ago

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    8 months ago

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    1 year ago

    Great friendly service. Very helpful and informative. The ladies at the front had great bubbly personalities.

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    7 months ago

    gia is the best! hands down best place to get your taxes done! done quick fast and efficiently!

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    2 years ago

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    2 years ago

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    3 years ago

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    3 years ago

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    2 years ago

    Got my tax done with Gia. Good service! Staffs are helpful. I will be back next year.

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    Photo of Tuong Vy L.
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    3 years ago

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    Vi N.

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    3 years ago

    3rd year in a row coming here for my taxes. They always help me lower what I owe or erase it completely

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    3 years ago

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    Vi N.

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    3 years ago

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    3 years ago

    Very quick process and they were super helpful! Even called for a reminder the day before. :)

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    4 years ago

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    Vi N.

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    3 years ago

    Gia and team are the best! Provides great financial advice and tax support. Been going to them for years!

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    3 years ago

    Very helpful and knowledgeable. Had questions about my taxes and they took the time to help explain everything.

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    3 years ago

    Very prompt. Got my taxes done quick and easy. Highly recommended. Will continue to come here.

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    3 years ago

    Had a great time doing my tax return, Gia was amazing to help answer all the questions we had!

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    Vi N.

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    3 years ago

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    5 years ago

    Great service from beginning to end. Super easy to make an appointment. Very attentive with your needs. Hidden gem

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    6 years ago

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    Gia N.

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    Photo of Zoey L.
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    3 years ago

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    Vi N.

    Thanks Zoey, we are looking forward to seeing you again soon

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    4 years ago

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    3 years ago

    Everyone there is very friendly and well informed. Very pleased with the service I received.

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    3 years ago

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    Vi N.

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    Page 1 of 2

    Ask the Community - Winn Financial & Management

    I'm looking to set up an appointment, how do I schedule it?

    Hi there, calling to our office number 714-888-5666 will be the easiest and quickest way to set up an appointment. Bonus, if you mention that you are calling from yelp, you will get a discount for your upcoming service!

    Don’t See Your Question? Ask Away!

    Review Highlights - Winn Financial & Management

    “Gia was super helpful, answered all my questions, and made sure everything was done right.”

    Mentioned in 27 reviews

    Read more highlights

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    If you apply Covered California here, double check your application and make sure everything is…read morecorrect. My mom came here to apply for herself only but some how my dad (who has Medicare - does not need to apply for CC) also received a bill from the insurance company for Coverer California. Meaning, the girl who processed her application applied two people for CC when there should only be one. Second, my mom picked "A" insurance plan and finalized it with paperwork. Some how, both my dad and mom each received a bill from "B" insurance plan, which is much costlier than my mom's previous choice. And plan "B" is "Enhanced PPO Child Only" (wtf..she's 63 yrs old). This makes me wonder if these were innocent careless mistakes or were it intentional due to greed/inner motive? The damage couldn't be fixed completely because my mom already made a payment for plan "B". She came back by herself but somebody else gave her some kind of excuses. I had to visit the office myself the third time with her to get those two major issues fixed. The bonus star was bc the manager of the office called us back later at night to apologize for his staff's mistake. I might post a follow-up rating in two months.

    Winn Financial & Management - taxservices - Updated September 2026

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