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    Chris Snyder Tax Preparation

    5.0 (4 reviews)
    Closed • 9:00 am - 5:00 pm

    Services - Chris Snyder Tax Preparation

    Audit and conflict resolution support

    Current year tax preparation and filing

    Past year(s) tax preparation and filing

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    Team Wealth & Tax Advisors

    Team Wealth & Tax Advisors

    (35 reviews)

    I have been using Team Wealth & Tax Advisors for my taxes and my financial advisor since 1999. I…read morehave only had a great experience. Everyone in the office is so welcoming. I'm happy because my financial advisor continues to grow my portfolio. I recommend them to everyone I meet that is looking for a tax or financial advisor.

    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!

    Chris Snyder Tax Preparation - taxservices - Updated October 2026

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