Team Wealth & Tax Advisors

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.

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.

Learn how Roth conversions work, when they may offer tax advantages, and how tax brackets, RMDs, IRA basis, and other fa...
09/29/2026

Learn how Roth conversions work, when they may offer tax advantages, and how tax brackets, RMDs, IRA basis, and other factors can affect the decision.

Are you or someone you know considering higher education? For many, understanding the Federal Student Grant Program may ...
09/29/2026

Are you or someone you know considering higher education? For many, understanding the Federal Student Grant Program may be essential for collegiate success.

In this article, explore the benefits of the Federal Student Grant Program.

09/26/2026

Filed a tax extension? October 15 is the deadline to file your 2025 individual tax return. Remember, an extension to file is not an extension to pay.

How much could you receive from Social Security? Here’s what to expect.
09/24/2026

How much could you receive from Social Security? Here’s what to expect.

Calculating your potential Social Security benefit is a three-step process.

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

Website

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