When it comes to taxes we make the complex simple

Independent RIA

Tax Services

With our roots as a tax firm, we’ve delivered thorough, accurate, and timely tax services to clients for more than three decades. Taxes are a critical component of our business because they’re a critical component of your long-term financial success. At Team Wealth & Tax, your advisor has the expertise that is needed to help you file your returns while also helping you to minimize your tax liability with careful planning.

Our Tax Preparation services include:

Individual Tax Preparation
SCH. C Business Tax Return Preparation
SCH. E Rental Properties
Gift & Estate Tax Return Preparation
Estate and Succession Planning
Out-of-State Returns

Tax Planning & Education

Planning your tax strategy starts way before April 15, because once Tax Day rolls around, your window of opportunity to take advantage of most tax reduction strategies has closed.

At Team Wealth & Tax Advisors, we have skilled professionals who can analyze your financial situation and long-term plan to ensure it’s as tax efficient as possible. We’ll help you understand your federal tax bracket and available tax deductions and tax credits. We’ll guide you on where and when to make withdrawals if needed and how to maximize contributions to your retirement plan. Ultimately, we’ll develop strategies to take advantage of available tax breaks and shelter your income from paying more than your fair share.

Don’t wait for the tax return deadline to think about taxes. Planning starts now.


Our tax service pricing starts at:

Individual returns $250 and up
SCH C Business $450 and up
SCH E Rental & Royalities $450 and up
Gift & Estate Tax Returns $750 and up
Tax Planning $250 an hour and up

*Wealth Management clients with $500,000 or more in assets under management, have no additional fee for tax services.

If you'd like to schedule a tax preparation or tax planning appointment, please call us at (951) 308-6444 or you can;

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Investment Advisory Services Offered only by Duly Registered Individuals Through Team Financial Group, LLC, a Registered Investment Advisor in the State of California. Insurance products and services are offered through Team Financial & Insurance Services, LLC, an affiliated company. CA License #0L50753. All Tax related services provided through TeamTax, a separate company.
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