Comprehensive tax filing services for individuals and businesses, ensuring accuracy and maximizing refunds.
Personalized financial advice and planning to help clients achieve their long-term financial goals.
Ongoing assistance and answers to tax-related questions throughout the year, not just during tax season.
Expert guidance on new tax laws and regulations to keep clients compliant and informed.
Strategies and reviews to ensure clients receive the maximum possible refunds or minimize liabilities.
I have had nothing but great service here, excellent customer service and knowledgeable tax consultants. I started going here based off my father in laws experience and will never stray thanks to Riley’s excellent service. Cheers!
Joumanna Assad, CPA is my forever tax professional! She is awesome! Reasonably priced, knowledgeable, patient and professional. Thank you Joumanna!
Great place, great staff, and Riley is awesome! She's super thorough and knowledgeable. Will continue to use Walter Tax and Financial Services.
Riley is very professional and does a great job making sure you’ll get back the most you can. Highly recommend Walters tax and financial.
Riley is very professional and knowledgeable. She is up on all the new tax information and laws. She is always available to answer your questions all year round. She has helped myself and others I know tremendously. Riley really watches out for her clients, and will do everything she can to maximize your refund. Riley is the only thing that makes the tax season a little easier to get through.

Expert Tax Preparation and Financial Guidance for Maximum Returns
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Walters Tax & Financial Services is a trusted accounting and financial consulting firm in Stockton, CA, dedicated to helping individuals and businesses navigate tax complexities with ease. Led by professionals like Riley and CPA Joumanna Assad, we offer personalized, year-round support to maximize refunds and optimize financial health. With a 4.8/5 rating from satisfied clients, we pride ourselves on thoroughness, up-to-date knowledge of tax laws, and exceptional customer service, making tax season stress-free and rewarding.
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