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TeamTax

13 reviews

Temecula Tax Preparer Jeffry Cole EA, CFP

TeamTax has the expertise to provide you with the services that you need. Dedicated to keeping our tax preparation skills honed with continuing education courses throughout the year, we are highly qualified to prepare tax returns for all fifty states.

Our goal is to make the preparation process as easy as possible for you and minimize your tax liability with careful planning. Your tax preparation interview can be conducted either in person, by mail, e-mail, or Zoom - whichever is most convenient for you. Whatever your circumstances may be, we are here to give you the best advice to help you get through life's challenges.

Whether you need current year returns prepared or need to plan for retirement or your child’s education, our professional team can assist you with all of your needs.
Service Lines
Tax Planning
Bookkeeping
Business Consulting
Tax Problems
TeamTax Reviews
13 reviews
0.2 06/27/2022
I was happy with Jeff's tax services for many years until one tax service I did not authorize that has interfered with my house, job, and most importantly my children. I have written letters, called, and made an apt to talk to him in person to request a correction. There is an error with the service also causing loss in my pension. It has been difficult to get the usual helpful response. It needs to be corrected as I never agreed to have private info used for tax. I am not happy and would not give him a high rating. I have lost everything. I am still trying to get back in my house to be with my children, and my spouse gives me no financial support. I have received fraudulent tax bills. This was not the service I paid for as a consumer. I did not owe any additional tax.
5.0 03/29/2022
We have been clients for years. The entire office is professional, knowledgeable, and helpful. Year after year, we know we are in the best hands. We cannot recommend Team Wealth and Tax Advisors high enough! They are the best.
5.0 01/13/2022
I have been using team tax for over 15 years, I love how professional they have always been. I moved out of state 5 years ago and still use there services because I trust them! They are best in class!
5.0 05/03/2021
We have had professional tax prep. for over 20 years from Team Tax. Proven record.
1.0 05/03/2021
We have been with Len for many years, always a very positive experience. Easy to discuss items with him. Very happy with our many years as a client
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