Williams Tax & Financial Services - Los Alamitos, California

Address: 4474 W Cerritos Ave, Los Alamitos, CA 90720, United States.
Phone: 5624931533.
Website: williamstaxandfinancial.com.
Specialties: Consultant, Financial planner, Life insurance agency, Tax preparation.
Other points of interest: Wheelchair-accessible car park, Wheelchair-accessible entrance.
Opinions: This company has 23 reviews on Google My Business.
Average opinion: 4.8/5.

Location of Williams Tax & Financial Services

5624931533

Williams Tax & Financial Services is a renowned financial services provider located at Address: 4474 W Cerritos Ave, Los Alamitos, CA 90720, United States. This business has been serving the community for an unspecified period, offering a wide range of financial solutions to its clientele.

One of the primary services provided by Williams Tax & Financial Services is tax preparation. The company's team of experienced tax professionals is well-versed in all aspects of tax law and can help both individuals and businesses file their taxes accurately and on time. This service can save clients time, stress, and potential legal issues that can arise from inaccurate tax filings.

Another key offering from Williams Tax & Financial Services is financial planning. The company's financial planners work with clients to help them achieve their financial goals, whether that be saving for retirement, paying for a child's education, or managing investments. By taking a holistic approach to financial planning, Williams Tax & Financial Services can help clients make informed decisions about their money.

In addition to these services, Williams Tax & Financial Services is also a life insurance agency. The company offers a range of life insurance policies to help clients protect their loved ones in the event of an unexpected death. This service can provide peace of mind and financial security for clients and their families.

Williams Tax & Financial Services is committed to accessibility and inclusivity. The business has a wheelchair-accessible car park and entrance, making it easy for clients with mobility issues to access the building. This commitment to accessibility is just one example of the company's dedication to providing excellent service to all clients.

According to Google My Business, Williams Tax & Financial Services has received 23 reviews with an impressive average opinion of 4.8/5. This high rating is a testament to the company's expertise and dedication to its clients. Many reviews mention the professionalism and knowledge of the staff, as well as the personalized service provided to each client.

Reviews of Williams Tax & Financial Services

Williams Tax & Financial Services - Los Alamitos, California

Robert Vargas

5/5

Jobel has been doing my taxes for seventeen years now. I met him at a time my life was a little turbulent, and sorting through taxes after having a child was new to me. A scary process that he simplified for me.

Over the years, Jobel has delivered excellent service when I filed my taxes with him. From what I understand, he left H & R Block to go solo for a bit, and I've seen him in more recent years with the Williams Tax & Financial Services group. His growth with them made it an easy decision for me to have him handle a little retirement money I had with my former company.

Jobel is communicative, and I never have to wait long for any important information to get through to me from him. Even now that I live in Seattle, Washington, I still I prefer to work with him. He is one hundred percent trust worthy and I highly recommend him for any tax and financial services.

April Arica Hotchkiss

5/5

Jo did an excellent job with our taxes. He took on our account at the last minute after our family moved out of state and made the entire process simple. He’s a great communicator, fast and very efficient. It was such a pleasure to do business with him and we’ll be continuing to use him going forward!

Jedai Liwas

5/5

Mr. Rentino was recommended by a family, and we are so happy that we got to meet him. Everyone in the office was very polite and professional. Mr. Rentino was very efficient, but he took the time to make sure he didn’t miss anything with all the paperworks that we gave him. I highly recommend William Tax and Financial Services weather online or in person, they do an excellent job.

Cherry Rose Osuyos

5/5

We met with Jobel and it’s our first time working with him. He accommodated us with a last minute appointment. He is very friendly and professional. He answered all our questions and explained everything in regards to our paperworks. We definitely recommend him and his office for your taxes’ needs.

James Aragon

5/5

Jobel at Williams Tax and Financial has been so helpful and friendly. My old tax person was so difficult to get a hold of which led to discrepancies in my taxes. Jobel is always there to take my calls and we even have regular in-person meetings to discuss my financial situation. He is an excellent person to have on my side and I could not be happier with him as my tax expert and financial advisor.

Lesterama

5/5

Mr. Rentino has prepared my taxes for many years. His office has always been extremely professional and thorough. Last year my parents had an issue with their former accountant, and I asked Mr. Rentino if he could help them. Even though he was very busy during tax season, he was able to assist my parents and file their returns. Very trustworthy!

Rollin Asumbrado

5/5

I have been coming here for years because of the great service from the front office to Jobel, who handles our taxes. No one likes doing taxes but this office makes it very easy and always accommodate us. Jobel takes the time to answer our questions, explain yearly changes, and help with planning for the future. We feel really supported and appreciative to find this place.

Jeana Duran

5/5

I’ve been going to Mr. Rentino for the past 3 years for my taxes. He does such a great job, I’m so excited that I finally found someone I trust so much. He’s prompt, responsive and always gives the best advice. I highly recommend Mr. Rentino, in fact I’ve referred him to a handful of people already.