Campbell Tax & Financial Services LLC
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23 reviews
Julio Alonso Romo, MBA & EA
Julio Alonso Romo is a tax preparer & wealth planner based in Silicon Valley, CA. He and his team can assist you with complex tax return preparation and wealth planning needs.
Additional Information
Website
Go to page
Phone
(408) 505-5000
Service Lines
Tax Planning
Client Focus
High Net Worth
Campbell Tax & Financial Services LLC Reviews
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23 reviews
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5.0
02/01/2023
Julio is prompt, professional, knowledgeable and accessible. I highly recommend him.
Mark M.
Palm Springs, CA
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5.0
03/09/2021
He was a good fit for our needs.
Julia G.
Antelope , Ca
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5.0
10/13/2020
Great service
Julia G.
Antelope, Ca
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5.0
09/29/2020
Met Julio this year but I had previously used CampbellTax. I was very impressed with Julio's responsiveness and attention to detail. For me, he was very diligent and focussed on my details and that sharpness led him to catch a reporting error from one of my employers that would have cost me . He completed my return in much less time than I expected and earned me a refund where I expected to owe. I have absolutely no reservation about recommending Julio and CampbellTax to anyone.
Cesar C.
Gilroy, CA
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5.0
05/21/2020
Julio goes above and beyond - great attitude, efficient and super flexible. He met with us on zoom for our first meeting since we are in Southern California. We are so happy with the service - always prompt and helpful. We highly recommend Julio.
Jeanne B.
Poway, CA
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