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San Juan Financial

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11 reviews
+1 (949) 496-3458
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31726 Rancho Viejo Rd
San Juan Capistrano, CA 92675
+1 (949) 496-3458
http://www.sanjuanfinancial.com

San Juan Financial mainly focuses on tax preparation and related services. Furthermore, the firm offers business coaching and consulting services. Its goal is to build close relationships with clients and help them be as tax efficient as they can. San Juan Financial serves individuals and area businesses.

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Reviews

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4.511 reviews
Photo of Richard K.
Richard K.
2/16/2016

Patti did two tax returns for 2014 (my brother and I) and saved us a bunch of money. We sold a commercial piece of property as well as lots of stock issues and she put everything together in one...

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Photo of Allen K.
Allen K.
12/22/2020

Kim was extremely rude throughout the call. I was calling, based on a referral from a trusted colleague, to gather information on my options regarding my property situation. Whether I am a...

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Tawny M.
4/13/2021

Kim was incredible! After working with our CPA for years we ran into an issue with a business name change which left us with a potential withholding from IRS of 10s of thousands of $. Our CPA...

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Katianna H.
4/15/2021

Kim's office and her staff are exceptional. They are great communicators, answer all of my questions thoughtfully, and are quick at responding. I appreciate the time they invest into all...

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Photo of Richelle D.
Richelle D.
10/10/2017

Hey Yelp friends look No further , I found my new Tax guy!! Not only is he great at taxes he once worked for the IRS so he knows what they look for when doing your taxes. Finding the right tax...

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United States›California›San Juan Capistrano›San Juan Financial

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