WT
Walters Tax & Financial Services
Walters Tax & Financial Services: Professional tax experts who maximize refunds and guide clients year-round.
5
Accountant
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Walters Tax & Financial Services: Professional tax experts who maximize refunds and guide clients year-round.
Walters Tax & Financial Services in Stockton provides professional accounting, finance, and consulting services. The team, including Riley and CPA Joumanna Assad, is praised for up-to-date tax knowledge, year-round availability, and thorough, client-focused guidance that helps maximize refunds. Located at 4255 Pacific Ave, Suite 10, Stockton, CA, the firm offers clear, trustworthy service.
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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.
Claim Walters Tax & Financial Services to update business info, respond to reviews, and access analytics.
Overall rating
Julian Alonzo
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!
Christian Wright
Joumanna Assad, CPA is my forever tax professional! She is awesome! Reasonably priced, knowledgeable, patient and professional. Thank you Joumanna!
Arr M
Great place, great staff, and Riley is awesome! She's super thorough and knowledgeable. Will continue to use Walter Tax and Financial Services.
Jordan Saleh
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.
Pamela Barton
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.
