Family Tax Office
About
Family Tax Office is listed on FindALoco in Poway, CA with address, phone, website, hours, and map location. Common services and related keywords include Tax Preparation.
Family Tax Office is a dedicated tax preparation service nestled in Poway, CA, committed to providing expert financial guidance to the local community. You can find them at 14231 Garden Rd UNIT 11, Poway, CA 92064, where they operate with convenient hours: Monday through Friday from 10:00 AM to 7:00 PM, Saturday from 10:00 AM to 3:00 PM, and Sunday from 11:00 AM to 2:00 PM. This schedule offers flexibility for clients with varying availability, ensuring that tax assistance is accessible when you need it most, whether for routine filings or urgent queries.
The team at Family Tax Office includes skilled professionals like Kyle, Sherrill, and Mitchell, who bring extensive experience to a wide array of tax-related services. They specialize in tax preparation and planning, audits, estate and trust tax preparation, IRS representation, and more. Customer reviews attest to their ability to handle complex scenarios, such as multi-year tax filings, marriage-related adjustments, and Social Security Disability taxes. Their savvy and professional demeanor means that even the most complicated tax situations are approached with intelligence and thoroughness, helping clients avoid costly errors.
What sets Family Tax Office apart is the kindness and patience demonstrated by their staff. Clients have shared positive experiences, noting how Mitchell and Sherrill take the time to address all queries with clarity, especially during busy tax seasons. This client-centered approach creates a welcoming atmosphere, transforming what can be a stressful process into a manageable one. Whether you're new to filing taxes or have had issues with previous preparers, this office strives to provide reliable and empathetic service that builds trust over time.
Situated in Poway, CA, Family Tax Office is an excellent choice for individuals and businesses seeking organized and financial management. They cater to a diverse clientele, from those needing basic tax returns to others requiring assistance with audits, estate planning, or IRS issues. The 4.3-star rating from nine reviews highlights their consistent performance, though it's advisable to discuss service costs and guarantees upfront to ensure transparency. Their expertise makes them particularly suitable for clients with intricate tax needs, such as those involving disability benefits or business complexities.
In summary, Family Tax Office stands as a trustworthy resource for tax preparation in the Poway area. By combining local knowledge with a dedicated team, they help clients navigate the complexities of the tax system with confidence. If you're looking for a tax preparer who offers professionalism, expertise, and a personal touch, this office is worth considering. Their commitment to customer satisfaction and financial clarity makes them a valuable partner in managing your taxes year-round.
Ratings & Reviews
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Sign in to reviewKyle did four years worth of taxes for me. He is savvy and professional and understands complicated tax filings like mine well. Prior to using Kyle, my tax professional missed key details in my filings which cost me a pretty penny, but Kyle understood the complexities in a professional and smart way that saved me money and some huge headaches.
Sherrill at Family Tax Office provides professional and reliable services. Whether you're an individual or a business, their expertise in audits, estate & trust tax preparation, IRS representation, tax preparation & planning makes them a great choice for anyone looking to stay organized and financially on track. Highly recommended!
The cost of their services are more than HR block without the guarantee. I normally do my own taxes, but they became complicated due to marriage and other issues. Our tax person insisted that we were eligible for the recovery rebate from a previous year. It was her suggestion, so we trusted her judgment. We already owed money to the IRS, and every penny counts with the high cost of living. We were completely honest about our tax situation and provided all the documentation to avoid errors being made. We paid almost 300 dollars already just to file taxes for the current year. She charged us an additional 150 dollars to file for the rebate. The IRS immediately rejected the recovery rebate sighting that we filed the previous years too late. We contacted our tax person about this, and her response was not what we were expected. Instead trying to come up with a resolution, she stated, "I get paid to file tax returns. I don't guarantee what the IRS decisions are". If she was not truly confident that we would receive this rebate, she never should have recommended it. We would have declined the service and saved the 150 dollars. She told us that we need to call the number, and to basically deal with this ourselves. I write this review as a warning. I feel I paid a lot of money, only to be scammed. Avoid this place at all costs.
I just had the Family Tax office do our taxes for the first time. Mitchell was great! This is a new experience for me. With our last preparer, I had to spend most of my time fixing her work. It feels great to work with people who actually know what they are doing. Hope to return for many years to come!
What a relief! They took the burden off of my shoulders to figure out my Social Security Disability taxes, this was my first year receivibg benefits. Sherrill and Mitchell answered all of my questions with kindness and patience, even during crunch time! I highly recommend this firm for your tax needs, simple or complex. They gave me peace of mind and that is priceless!!!
