San Juan Financial LTD - San Juan Capistrano, California

Overview of San Juan Financial LTD

San Juan Financial LTD, located at 31726 Rancho Viejo Rd #215, San Juan Capistrano, CA 92675, United States, stands out as a reliable and expert financial services provider with a strong focus on accounting, tax preparation, and tax advisory services. Their contact details include a phone number, 9494963458, and an accessible online presence through their website sanjuanfinancial.com.

Key Services and Specialties

The company prides itself on offering a range of accounting and tax preparation services, ensuring clients receive comprehensive financial guidance. Their specialties highlight their dedication to providing professional accounting and tax preparation services. Notably, their services cater to individuals with specific needs, such as day traders and stock investors, who require meticulous and efficient tax handling.

Accessibility and Convenience

San Juan Financial LTD emphasizes accessibility and convenience for their clients. They offer online appointments and on-site services, making it easier for clients to schedule visits. The office is also wheelchair-accessible, with both accessible parking and seating areas, ensuring that all customers, regardless of mobility, can receive the assistance they need.

Client Experience and Reviews

The company has garnered a commendable reputation, as reflected in their average opinion of 5/5 based on five reviews on Google My Business. Clients commend the thoroughness and expertise of their team, particularly Patti for her expertise as an enrolled agent with the IRS and her ability to handle complex tax issues efficiently. The personalized care and thorough examination of taxes have left many clients thoroughly satisfied, with one noting they were "elated with the results."

Recommendations for Potential Clients

For anyone considering financial services, especially in tax preparation and accounting, San Juan Financial LTD is highly recommended. Their commitment to thorough examination and personalized service ensures that clients receive tailored advice suitable for their unique financial situations. Given the positive feedback, it's evident that clients appreciate the professionalism, accessibility, and the fair pricing offered by the company.

To experience the high standard of service firsthand, potential clients are encouraged to book an appointment through their website or by calling their phone number. Given the recommendation to book appointments in advance, scheduling early is advised to ensure timely service.

Final Recommendation

If you're looking for a financial service provider that combines expertise with client-focused care, San Juan Financial LTD is an excellent choice. Their website offers a wealth of information to help you understand their services better. Don't hesitate to reach out through their website sanjuanfinancial.com to schedule your appointment and take the first step towards better financial management.

👍 Reviews of San Juan Financial LTD

Richard K.

5/5

If you are an active day trader or any type of stock trader go see Patti. She is an enrolled agent with the IRS and is an expert. She can handle any type of tax issue so don't waste your time on a non pro. Prices are fair.

Lynna K.

5/5

Chad has to be the MOST considerate Personal Injury attorney in Portland!

He is ALWAYS available to hear your concerns.

Joann F.

5/5

Thorough, efficient, customer-focused. Best tax professionals around!

Bev L.

5/5

Thorough examination of my taxes. I was elated with the results.

Lori L.

5/5