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Team Wealth & Tax Advisors

4.7 (33 reviews)
Closed Closed

By appointment only

Updated 1 month ago

Services - Team Wealth & Tax Advisors

Individual filing for current tax year

Current year tax preparation and filing

Estate planning

5 More Services

Inheritance planning

Investment management

Retirement planning

Tax planning

Trust planning

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Recommended Reviews - Team Wealth & Tax Advisors

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3 months ago

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3 months ago

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1 year ago

Great service, customer friendly, professional, clean and spacious, complimentary coffee and cookies!

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5 years ago

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5 years ago

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10 years ago

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8 years ago

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14 years ago

Jeffry Cole has extensive knowledge and experience in taxes. He's as good as it gets!

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9 years ago

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9 years ago

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12 years ago

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11 years ago

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9 years ago

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9 years ago

Jeff is the BEST!! I've gone to him for 18+ years. He's never let me down. Always finds ways to get me a great refund!!

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10 years ago

Jeff and his team do a fantastic job in all areas. From tax preparation to financial services and insurance services

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7 years ago

Great professional team. Michelle is always very helpful and pleasant. They are knowledgeable and experts in their fields

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10 years ago

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9 years ago

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10 years ago

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Ask the Community - Team Wealth & Tax Advisors

Review Highlights - Team Wealth & Tax Advisors

Thank you David for being such a kind and understanding professional when it comes to your clients taxes.

Mentioned in 10 reviews

Read more highlights

You might also consider

The Sexton Advisory Group

The Sexton Advisory Group

(2 reviews)

We just want to pay our dang taxes!…read more While we got a reply to our inquiry with a referral to another office, the gentleman mentioned that he did not know the professional's thoughts on serving LGBT people. I mean he did not just offer that up, I specifically asked to find this out after a bad experience at another firm, but the language struck me as coming from a particularly privileged viewpoint. He said: "I do not know Mr. C___________'s LGBT thoughts. Never asked, never cared." I see, you "don't care." You don't have to care because it won't affect you. I might also respond that while YOU personally are not affected by negative viewpoints or bias, the LGBT clients YOU SERVE unfortunately might get themselves entangled in business relationships that might seem okay at first, only to be found out down the road that are markedly injurious and harmful. It is a shame we have to even ask such questions but these days you cannot take your family's safety lightly. On the bright side, he did know a firm that would "be a fit for" us. I am taking that as a firm that advertises it serves our community, That was kind he took the time to direct us to them. Don't get me wrong, this Sexton Advisory Group was responsive and helpful albeit privileged. There are specific groups that target individuals in the LGBT community (even advertise to us and then let us down) and we just have to eliminate them from business contact. It is too bad we even need to bring this up at all, because business should be business and not personal.

He is dishonest, does not have his clients interest. Only his own had an extremely bad experience…read morewith this person cost me lots of lots of money.

U.S. Bank Branch

U.S. Bank Branch

(4 reviews)

Edgar Contreras totally went out of his way to help me out with setting up a DBA for one of…read morebusinesses to help with depositing a check. Totally nice guy and I really appreciated his effort and professionalism

This Location has by far is the sloppiest customer service at any US Bank I've been to. So I hope…read moreone reading this does not mistake this as a US Bank review because I very much like and still have US Bank. Verinconsistent on enforcing their policies and do not go out of their way to try to retain your business. For example, my wife and I are on the same account. She tried to cash a $2500 check issued to her. She only had her DL with her that day. She could not because she didn't have the appropriate two forms of ID. My wife is on the primary account. A drivers license or social security number is all that you need. There are security questions established for a reason. I walked in the next day and with just my bank card The same exact teller cashed the check for me. A little inconsistent. Another example of poor and inconsistent customer service. My business account have a long series of overdraft and extended overdraft fees. Explaining to the teller that I was in difficult times and was probably going to have to close my personal account unless she could reverse one of the two fees just to help me get it back to a zero balance so that I could keep my business account. Today I had a overdraft returned item fee of $36 that took the remaining balance of my account. This Friday is payday so I needed that $36 to give me by. I talk to the branch manager and pleaded for her help to reverse the fee. I got put on hold for 10 minutes to be told that there was nothing that they could do. No exceptions can be made unless it was a bank error. That very well could be the formal policy for returning banking fees.However having had branch managers provide me return fee services for the sake of good business she made U.S. Bank look bad and inconsistent. These are just a few of several bad customer service examples.

Team Wealth & Tax Advisors - taxservices - Updated May 2026

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