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Reviews for RINA Wealth Management Services LLC

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  • April 2022

    This company charges exaggerated fees 4x of a typical CPA firm to prepare tax returns. In 2019 I hired RINA to prepare 5 tax returns. First they have just about everybody in the building billing some fee the entire time during the tax season. I was billed $2200+ for one simple trust tax return EXTENSION...yes extension only in 2020. Unfortunately CPA neglected to mention that an estimated tax payment should be paid with extension filing due to a capital gain from a sale of property in 2019. Once the return was filed at the end of the year, FTB notified me immediately with nearly $2000 in penalties and interest for not paying an estimated payment with extension filing.... read full review

  • RINA Wealth Management Services LLC

    201 N Civic Dr #220, Walnut Creek

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