I have been using Team Wealth & Tax Advisors for my taxes and my financial advisor since 1999. I have 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. read more

I became a client this year, specifically because they offer tax and wealth management under one roof -- 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! read more

Did a good job, but after using them for ten years, I find David Leonhart to be less attentive and charging considerably more than other tax preparers. Priced a CPA for less fees, guess they no longer need tax preparation work or just feel they can charge whatever they want. read more

We have been working with Jay Cole at Team Wealth for a few years, and we highly recommend him. He is knowledgeable, honest, and hard-working. Thank you, Jay! read more

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

My wife and I were very happy with Shyla Owen's service. She was thorough, fast in responding, and very informative towards the questions we had. We're thankful we worked with her and look forward to next year! read more

Started go there about five years ago. David Leonhart has always done a great job for us. He also has given me some advise on my IRA. The suggestion has saved me quit a bit. I would recomend them , for sure. read more

David Leonhart has been great with our taxes and with financial planning. He's extremely knowledgeable, collaborative, professional and easy to work with. The office staff has been instrumental in making our experience good as well. read more

No masks. I left TeamTax's office today before taking my appointment because the staff does not wear masks and will not wear masks. This would have been my 4th year of using TeamTax and their services and pricing were OK to fine. While it is, of course, their right to run their business as they wish, I wonder why they did not tell me about this office policy when I made an appointment over a month ago. Wasted a lot of my time. Update: Used the top Yelp reviewed tax service instead. Very good, $100 less. read more

I have been going to see Jarrad for several years now. I moved out of state a couple years ago and I still drive in every year to have my taxes prepared by Jarrad. He is extremely thorough and professional. The process is ALWAYS painless. I am ALWAYS happy with the result. The environment at Team Tax is great. Everyone is polite, and friendly. I always feel welcomed when I arrive. Even with everything going on in the world, the environment that Team Tax, and Jarrad provide is comfortable, peaceful, and welcoming. If you're looking for a genuine taste of normalcy AND extremely good service, look no further than Team Tax. I highly recommend them, and specifically Jarrad. 10/10!!!! P.S. If you're one of those still living in fear of the plague, they offer complete contactless services as well. They'll help you stay "safe" and give you great service. P.P.S I was offered this service when I made my appointment but in case you miss it, just ask about it when you call for an appointment so you don't have to leave a bad Yelp review later. Lol read more

I must say I was a bit afraid to do my taxes. My late wife of 23 years was an accountant by trade, and honestly she handled the taxes since I was about 20! After she passed, I buried my head and didn't file for 2 years. I always passed Team Tax in my neighborhood, so finally got the nerve to call. My tax preparer was David L. As soon as you walk into the place the reception area has the feel of a comfortable living room. David made me feel comfortable, explained my situation and worked to help me get a great tax return. They are friendly and engaging and efficient. I got my 2015 taxes done again by David just today, and they are still great! Big return too! Weather your taxes are tough or an easy W2, give these folks a try! Thanks team tax! Eric D read more

Jeff and his team at Team Tax, have been doing my taxes for years! They are very professional, very friendly and helpful! When it comes to taxes, you must trust your adviser, and these guys are very trust worthy! I would not use anyone else. Their prices are very reasonable. If you need the best, they are the ones you need! read more

TeamTax was a great business to get our taxes done. Jay, our preparer was super friendly, and helpful. He knew his stuff and was able to answer any questions we had. Definitely recommend coming here for your taxes as it was super quick, easy, and very affordable! Thank Jay, look forward to working with you next year! read more

Top notch. Everything they have done for me over the last 15 years has been excellent. My highest recommendation for both ethics and professionalism. read more

If you are looking for a place to do your taxes.. well look no further I found it for you (you're welcome) My husband and I were referred to Jarrad Chavez by my husbands co worker (so okay I didn't entirely find this place on my own)The office itself is nice and clean and reminded me of scar face meets the historic museum (In a good way) the chairs in the waiting room are fit for a king(just needed a cigar and whiskey..kidding I like neither) Our appointment was at 3:00pm and we were greeted by Jarrad at 3:00pm. My husband and I have been doing our own taxes for years on turbo tax (ya we thought we we knew what we were doing) but since we tied the knot I thought it was best we leave it to the pros. Let's just say we needed Jarrad, the fact I ever thought turbo tax guided me with filing my taxes, well....no I was wrong. The cost was affordable, Jarrad was knowledgeable, and we truly trusted he knew what was best for us. We will no longer be doing our own taxes, so until next year team tax! read more

David is the man for the job omg he is the coolest tax guy ever!!! He will give it to you straight. I feel like I got great advice for the coming year how to save even more. I was dreading this appt but am leaving w a huge smile. Thanks David !!! read more

My husband and I got our taxes done professionally for the first time this year. We've always done them ourselves using a self serve product but the new tax laws threw us for a loop and our return was not looking to be in our favor. We chose Team Tax based on reviews and recommendations from the Next Door app. David prepared our tax return and he made it an easy, quick, and painless process. He gave me great advice for future returns. The preparation fee is very reasonable. Glad we chose Team Tax this year and did not do it ourselves as our return was much better than we expected. Gave me piece of mind that it was done right. read more

Fantastic experience! I had an in office appointment, my son dropped off his documents because of his schedule and my mom had hers completed contactless. Very warm and inviting office. My taxes were completed within the hour and all my concerns were addressed. They are open year round and i was referred by my friend who has been going there for years. Makes tax preparation stress free because i have complete confidence in their services and expertise! See you next year! read more

Team Tax is the best tax preparation service provider I have ever used. They make you feel at home and welcome. The cost is quite reasonable and for this level of personal service you would expect to pay more. Jarrad, our tax preparer, is kind, always on time and really knows his taxes. I have been using Team Tax for over 10 years and highly recommend them to all my friends and family. read more

I've been using Jarrad for three or four years now. He's awesome to work with and really knows his stuff. I've referred a few of my clients to him who have all been very satisfied. I highly recommend him and will never use anyone else. Thanks for all you do Jarrad! read more

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

I've been going to team tax for years!!! I use to go to their old location, but they recently moved into a much larger and nicer building off Winchester. The last two years, I've seen David!!! He is beyond professional and helpful and will get you in and out while servicing all your needs!! read more

David at Team Tax is great! My taxes are complex, and I personally hate taxes, thereby making me a difficult client. He is always prompt with very intelligent suggestions. He is very experienced and makes my headache of an S Corp, multiple income properties, a breeze. I'm moving soon, but will likely keep David as my accountant. read more

We just used Team Tax for the first time this year and we are so pleased with the service! We had an appointment with Jarrad at 4, and it started right on time and we were finished in well under an hour. Jarrad was super informative and helpful, especially for my husband and I who have had a lot change in the last couple years with jobs and kids, and he was able to answer all of our questions! Glad we found him by referral of a friend, we plan to continue coming hear for our tax needs! read more

Jarrad at Team Tax is really great! He is really nice and makes it super easy! This isn't my first time here, and I've returned for a reason. Ask about the $15 referral discount :) read more

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!!

Jeff has been doing my father's taxes for 20 plus years. That should be enough of an endorsement, but recently my 86 year old father needed some extra help. Without going into too much detail, he needed VA benefits to aid in his financial stability. Michelle, Leta, and Jeff came to the rescue! They were able to give the Veterans Administration all the financial information they required to get my fathers benefits. This isn't Team Taxes responsibility and yet they did it anyway. Trustworthy and honest but also caring and helpful. Always there to answer all my questions, and no matter how busy they are, they always had time for me. read more

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

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

We had a very good experience the wait was very short and david was professional and efficient. It was affordable half the price of H&R block and we will defiantly be back next year. read more

My family has been clients of Team Tax for 20+ years. We have always been very happy with the knowledge and advice. My parents work with Jeff. My sister and I use Len to prepare our taxes. Both are helpful, professional, kind, honest and ethical. As good as they come. read more

If I could rate this place below one star I would. Don't waste your time. The people that represent this facility are absolutely horrible. Upsetting and disappointing customer service. I will always recommend going somewhere else to anyone that asks. read more

Team Tax is a very professional setting with very knowledgeable staff. David has been preparing my taxes for years and I wouldn't trust anyone else. read more

David is a star. He has done my taxes for years. He is professional and he cares about his clients. Thank you David for being such a kind and understanding professional when it comes to your clients taxes. You are one of a kind! read more

All the Team Tax staff are professional and do their best for you. Jarrad has been doing my taxes for about 11 years now. He's warm and personable and makes getting my taxes done as painless as possible. Team Tax helps with financial planning too, so ask Jarrad or whoever you see more about that too! Everyone at Team Tax is a gem! The front desk is responsive and helpful. The office atmosphere is inviting and comfortable. I will continue to come to Team Tax for many more years! read more