About Teachers Tax Service
Teachers Tax Service is a team of experienced, independent financial professionals whose mission is to serve your retirement planning and investment needs. From tax planning to retirement strategies, they make sure all the elements of your financial outlook work together in a simple, cohesive plan. Representatives are registered with and offer only securities and advisory services through PlanMember Securities Corporation, a registered broker/dealer, investment advisor and member FINRA/SIPC.
Clients have been coming to Teachers Tax Service for over 15 years, and they are incredibly thorough and willing to take the time to answer all questions. The team is described as fantastic, with a warm and welcoming atmosphere where clients feel like family. They provide a helpful tax organizer to stay organized, and their expertise, integrity, and professionalism have helped clients in even the most grave financial circumstances. Clients highly recommend Teachers Tax Service for their exceptional service and invaluable advice.
I had a great experience with Patrick, He was professional, organized, and made the entire process stress-free. Everything was clearly explained, and he took the time to answer all my questions without rushing me.
I felt confident knowing my return was done accurately. Communication was quick and reliable, and the turnaround time was faster than expected. He also took extra time to get my investment accounts set up.
If you’re looking for someone trustworthy, efficient, and easy to work with, I highly recommend! I’ll definitely be coming back looking forward to future business.
I’ve been going to Teacher’s Tax Service for over 20 years & I appreciate how quick I get my tax returns completed & ready for me to pickup. John helped me set up my daughter’s 529 Plan & guided us in how to best invest for college & retirement. Marissa is amazing & always answers my questions & provides documents I need. It’s a great place to get your taxes prepared & to get guidance on retirement.
I highly recommend Teachers Tax Services. We’ve been working with Patrick for several years now. I met him when setting up retirement accounts at my school. We needed help when we found ourselves owing a lot at the end of the year and Patrick came to our rescue with advice. We followed everything he said and now we are not only saving more, but getting refunds too! When my son got married, we connected them to Patrick for financial advising to set them on the right track. They love having someone they can talk to about money matters that they can trust. Patrick does taxes for my entire family and we are so pleased with him and the company. Everyone at the office is… read full review
Monday 8:30AM - 5PM
Tuesday 8:30AM - 5PM
Wednesday 8:30AM - 5PM
Thursday 8:30AM - 5PM
Friday 8:30AM - 5PM
Saturday Closed
Sunday Closed
77933 Las Montanas Road Ste 102, Rancho Mirage, CA 92211
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