Tax Preparation 

You can always trust us to get your taxes right!

Wealth Management Financial Advisors has been helping individuals, independent contractors, and small business owners for more than 15 years.


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We do this year-round and we know our stuff!  We will be here for you BEFORE AND AFTER April 15.  Did you receive an unwelcome letter from the IRS? Do you want tax planning for the next year or simply have a question, call us 877-828-8877!


Don’t let a part-time seasonal tax prepares in temporary office control such a major detail of your financial life.  It could end up costing you thousands of dollars! All tax returns are prepared and reviewed processed in-house, never farmed out.  And we are available well after the tax filing deadline to assist you in any way needed.  Long after the seasonal tax prepares are gone.


Did you prepare your taxes yourself using over the counter do-it-yourself software?  You’re not alone.  8 out of 10 of our first-time clients come to us to repair a mistake they made using “do-it-yourself” tax software.  Would you repair your roof as a do-it-yourself project?  No. Then, why are experimenting with your money and preparing your taxes yourself? Call  Wealth Management Tax Service today! 877-828-8877.


Don’t get lost in the maze of new tax laws!  The Wealth Management Tax Service is staffed with full-time ER, CPAs, accountants, and attorneys.  Tax laws change regularly and without notice.  Without a full understanding of how these laws affect you, a seasonal and temporary tax prepares could be leaving your money on the table or allow you to face fines that you are solely responsible for!


Is this your first time filing taxes as an Independent Contractor? There are a variety of laws, regulations, and forms, that one mistake can cost thousands. Don’t pay more than you have to!


Are you behind in tax filings and payments?  Let Wealth Management help!


Tax Preparation 

According to a study released by the US Government's General Accounting Office last year, most taxpayers (77% of 71 million taxpayers) believe they benefited from using a professional tax preparer.

Preparing your own income tax return can be a task that leaves you with more questions than answers. According to a study released by the US Government's General Accounting Office, most taxpayers (77% of 71 million taxpayers) believe they benefited from using a professional tax preparer.

Whether we like it or not, today's tax laws are so complicated that filing a relatively simple return can be confusing. It is just too easy to overlook deductions and credits to which you are entitled. Even if you use a computer software program there's no substitute for an experienced tax professional when it comes to your money.

Why you should contact us?

  • We have over 15 years working with different tax situations (Employee, School, Rent, Business...)

  • We are open year-round at the same location

  • We are not trained a few weeks before the season but receive continuing ed courses throughout the year

  • We do not charge extra for additional w-2's, dependents...

  • Our average tax fee last year was $200.00

  • We do not have Franchise fees to pay, or you pay for us (That is why you are paying hundreds more)

  • You do not have to guess or worry about missing a deduction

  • You have more time instead of trying to fill out a form

3701 Long Beach Blvd. Suite 100, Long Beach CA 90807

Tel: (877) 828-8877

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