Tax Advisors

Quynh Van has been fantastic to work on my business accounting. She has always been helpful and patient with me. I'd recommend Tax Advisors (in River Ranch) to anyone for tax services!

Reviewed on Google Maps

I originally came to Tax Advisors LLC because my 2012 tax return had been audited and the IRS was assessing an additional $67000 in taxes, penalties and interest. I met with Nolan Venable and he understood my situation. Nolan assigned my case to this amazing tax expert named Todd Ancona. He contacted the IRS and asked for an audit reconsideration of 2012. When the IRS levied my bank account for over $22000 due to the IRS' assessment, he called the IRS and was able to get them to release the levy. When it was all said and done not only did Todd reverse the IRS' assessment he was able to get an additional $4600 refund. After Todd was done working on 2012 tax return, he went to work on amending several other years. Todd told me that the IRS statue of limitation on refunds for Foreign Tax Credit was 10 years, not the usual 3 year statue of limitation for refunds. Apparently, my previous CPA did not know how to handle Foreign Tax Credits on my returns. All total, Todd was able to secure over $170000 in refunds and interest from the IRS for my Foreign Tax Credit going back as far as 2008. I am truly grateful that I decided to go with Nolan Venable and his knowledgeable staff. Thanks everyone! Especially Todd Ancona! More...

Reviewed on Google Maps

Customer service and professionalism at its best!" Nolan and his staff at Wealth, Tax, and Insurance Advisors provide extraordinary customer service while working together as a team with their customers' best interest at heart. Nolan's expertise on tax and financial planning is top notch. His passion, enthusiasm, and true desire to educate and assist his clients in multiple aspects is truly impressive. The entire office staff is friendly, knowledgeable, and always eager to help. I feel blessed and privileged to work with Nolan and his outstanding staff.

Tiffani Morales More...

Reviewed on Google Maps

Nolan and his entire staff are extremely knowledgeable and helpful with not only our personal finances and investments, but also our small business's taxes, as well as our health insurance needs. When we visit his office, each of his staff remembers us and consistently delivers quality service. In addition, they handle anything we throw their way with a speedy turnaround. We couldn't be more grateful to have Nolan and his team in our corner! More...

Reviewed on Google Maps