Closed today
4960 Rocklin Rd Ste 100, Rocklin“My wife and I met with Mike Wells recently to discuss potential tax issues of a recently deceased relative. Mike took the time to review our situation, ask a lot of questions, then give us a couple of different options on how to proceed. One of those options would even result in not using his company, as the costs outweighed the benefits.We came away from this meeting (a free consultation) with a much better understanding of our options. We were thoroughly impressed with Mike's knowledge and professionalism. He made this a most comfortable and informative meeting.“
“Jennifer was very prompt in my call response with issues we were having with Quickbooks. She came to our place of business and had our problem fixed in a very timely manner. I highly recommend her.“
“Michelle is very smart, she's a real estate investor, she's creative with tax strategies and trustworthy. Has a great team that works with her as well. Highly recommend.“