#1 issue My California Tax bill more than doubled from previous year??? Federal was also larger than expected though jump in income makes this understandable. Surprises are not good when your on a fixed income.

Jeff has been doing my taxes for the past 3 years and has done a great job. Highly recommended.

Tax & Wealth Management provided great service with attention to detail and fast, efficient and accurate tax return. I recommend them to any seeking help with their taxes. Jeff was very helpful and took the time to fully understand our tax situation.

Jeff has done my taxes for many years, he also did my fathers Trust Return. He is very knowledgeable with all the different types of tax returns, including but not limited to business, LLC's, Corporate, Trust and Individuals returns. Jeff advises me on any current changes in Tax Laws and he always makes it easy to understand. Jeff is always courteous and professional, and a pleasure to work with. He is not only my Tax Preparer, he is our established trusted Financial Advisor (Retirement by Design) and comes with the highest recommendation from our entire family. I recommend you come in his office and see all the services he has to offer, you won't be disappointed.

I have used Tax and Wealth Management for my tax filing since 2019 and I couldn't be happier with the service. From start to finish, the process is smooth and efficient. Jeff B is professional, knowledgeable and attentive. He not only guides me through every step of the process, he helps me make sense of my deductions and credits so that I learn something new every year, making the next tax season less of chore for me. I always appreciate their attention to detail and their willingness to answer all my questions. I highly recommend the Tax and Wealth Management team to anyone looking for a reliable and stress free tax preparation experience.