Team Wealth & Tax Advisors

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Team Wealth & Tax Advisors We are a private, bespoke, high-level, wealth and tax advisory firm. We help our clients make smart choices about wealth, retirement, and taxes.

“Likes” should not be considered a positive reflection or endorsement of the investment advisory services offered by the advisor – but simply a mechanism available to circulate our page. Visitors to this page must refrain from posting positive reviews of their experiences with the advisor or its services as such testimonials are prohibited under state and federal securities laws and may not reflect the experience of all Clients of the advisor. All content is for information purposes only. It is not intended to provide any tax or legal advice or provide the basis for any financial decisions. Nor is it intended to be a projection of current or future performance or indication of future results. Purchases are subject to suitability. This requires a review of an investor’s objective, risk tolerance, and time horizons. Investing always involves risk and possible loss of capital. Advisory Services offered through Team Financial Group, LLC, a SEC Investment Advisor. Insurance products and services are offered through Team Financial & Insurance Services, LLC, an affiliated company, CA License . Team Financial Group, LLC, and Team Financial & Insurance Services, LLC, are not affiliated with or endorsed by the Social Security Administration or any other government agency. Team Wealth & Tax Advisors is a d/b/a of Team Financial Group, LLC. All Tax related services provided through TeamTax, an affiliated company.

Ready to make the most of your six-figure income? Check out this comprehensive guide to help you unlock the strategies t...
10/15/2026

Ready to make the most of your six-figure income? Check out this comprehensive guide to help you unlock the strategies to secure your financial future and thrive at your new income level.

Help your clients with these practical steps to make the most of their six-figure income.

FDIC insurance was designed to protect your deposited funds, but do you know how?
10/13/2026

FDIC insurance was designed to protect your deposited funds, but do you know how?

FDIC insurance was designed to protect your deposited funds, but do you know how? This article answers that question.

10/10/2026

Learn when businesses must file Form 8300, what counts as cash, and the reporting rules that apply to large cash payments.

Many people are worried about Social Security lasting until they retire. Watch this video to learn more about why that's...
10/08/2026

Many people are worried about Social Security lasting until they retire. Watch this video to learn more about why that's more hype than truth.

What does it actually cost to raise a child? You might be surprised.
10/06/2026

What does it actually cost to raise a child? You might be surprised.

The true cost of raising a child may be far more than you expect.

Year-end retirement tax planning can affect more than your 2026 tax bill. Roth conversions, RMDs, Social Security and th...
10/05/2026

Year-end retirement tax planning can affect more than your 2026 tax bill. Roth conversions, RMDs, Social Security and the senior deduction are among the areas worth reviewing before December 31.

Roth conversions, RMDs and the senior deduction can affect your 2026 taxes. Review five retirement tax moves to consider before December 31.

Crypto investors are being targeted with official-looking IRS letters directing them to a fake digital asset portal. Lea...
10/04/2026

Crypto investors are being targeted with official-looking IRS letters directing them to a fake digital asset portal. Learn the warning signs before sharing wallet or tax information.

IRS scam letters direct crypto investors to a fake portal to steal wallet and tax information.

10/03/2026

Recent Tax Court and Fifth Circuit rulings create uncertainty around when a limited partner’s income may be subject to self-employment tax. Learn what tax professionals need to know.

Have you ever had to deal with a "white elephant" inheritance? Learn how to avoid holding on to a burden in our latest a...
10/01/2026

Have you ever had to deal with a "white elephant" inheritance? Learn how to avoid holding on to a burden in our latest article.

Here are the October 2026 Individual Due Dates
09/29/2026

Here are the October 2026 Individual Due Dates

Review key October 2026 tax deadlines for individuals, including extended 2025 tax returns, foreign account reporting, and September tip income.

Address

40395 Winchester Road Ste A
Temecula, CA
92591

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

(951) 308-6444

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