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GW Tax Services

5.0 (4 reviews)
Open • 8:00 am - 6:00 pm

Services - GW Tax Services

Audit and conflict resolution support

Current year tax preparation and filing

Past year(s) tax preparation and filing

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Recommended Reviews - GW Tax Services

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9 years ago

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8 years ago

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9 years ago

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9 years ago

Glenn helped me out when I needed it the most. Definitely give him a call if you're looking for a tax preparer for life.

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The Tax Gals - 2025 tax return

The Tax Gals

(104 reviews)

Came in to file for past year with my w2 and it couldn't have gone any smoother! The service was…read morefast and easy. I had the pleasure to meet Hayde, she was so nice and explained everything so well! And priced fairly. I definitely recommend this place for all your tax needs!

We used Cathy at Tax Gals for our 2024 return. SHE WAS FANTASTIC. Unfortunately, she's left and is…read moreworking remotely. We used Nasi for our 2025 return. I DO NOT recommend her at all. She misinterpreted every question I asked her. Her answers didn't address my question. Her communication skills are abysmal. In her office, She asked for information and I scrambled to provide it, then when I handed it to her, she said "oh we don't need that". She computed my taxes. Told me the amount I owed. Gave her my banking info for payment and left. Days later she called and says she couldn't efile my taxes and I needed to come get the return and mail it myself. I asked her to email it to me. No response she was on vacation. Days later she leaves me a voicemail Never mind she submitted my taxes after all. I EMAILED her asking for an emailed copy/receipt. Days later She called today to say she can't send emails to iCloud. But "my returns are sent and everything is ok." I have no proof. Just her phone call. I asked if on the resubmittal did the IRS get the banking info to take the money I owe? She said "I don't have access to that info". I clarified: I just want to confirm the IRS got my banking info again. I know you can't see my bank account ‍. I want to be sure the IRS gets paid. She says "oh yes. It will come out of your account". Dealing with her was exhausting! In my own business I meet and connect with multiple clients everyday. I have never, ever in 10 yrs and 1300 clients had such trouble communicating with someone.

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!

GW Tax Services - taxservices - Updated October 2026

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