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Reviews for Tax & Wealth Management, LLC
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Tax & Wealth Management, LLC
4501 Cerritos Ave Ste 202, Cypress
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4501 Cerritos Ave Ste 202, Cypress
Directions Call Website Suggest an Edit
Jeff has done my taxes for many years, he also did my fathers Trust Return. He is very knowledgeable with all the different types of tax returns, including but not limited to business, LLC's, Corporate, Trust and Individuals returns. Jeff advises me on any current changes in Tax Laws and he always makes it easy to understand. Jeff is always courteous and professional, and a pleasure to work with. He is not only my Tax Preparer, he is our established trusted Financial Advisor (Retirement by Design) and comes with the highest recommendation from our entire family. I recommend you come in his office and see all the services he has to offer, you won't be disappointed.
Jeff and his team have been taking great care of my personal and business taxes along with investment strategies for my business for many years. If you’re looking for a trusted tax professional and a trusted financial advisor look no further. He will take great care of you and treat you like family.
We had been working with Jeffrey Barrera of Tax & Management, LLC for decades and he has been very sincere and accurate in doing his Job. Never had any problem with my tax return over the years.