Automated Tax & Financial Services

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6830 Antelope Rd Ste J
Citrus Heights, CA 95621

Automated Tax & Financial Services is a trusted accounting firm in Citrus Heights, CA, with over 30 years of experience in helping homeowners and small business owners save money on their income tax returns. They offer a range of services including tax preparation, payroll, and accounting, and are known for their expertise in fixing QuickBooks accounting issues. Whether it's tax season or any other time of the year, their dedicated owner, Robert, is available to assist with all tax, payroll, and accounting needs.

Established in 1978 and serving the Citrus Heights area since 1999, Automated Tax & Financial Services is committed to resolving financial problems and providing personalized solutions. They specialize in tax preparation for individuals, partnerships, corporations, sole proprietors, and trusts, as well as offering QuickBooks accounting services and payroll assistance. With their extensive knowledge and Enrolled Agent status, they have built a reputation as a reliable and efficient resource for homeowners and businesses alike.

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5.04 reviews
Lori W.
4/4/2024

Robert has been doing our taxes for over 20 years since we moved to the Sacramento Area. Very quick with our taxes and also very thorough. Georgia is also very helpful. Have recommended many...

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Lynn H.
2/17/2023

I have been going to Robert for at least 15 years! He is great and I would recommend him to anyone looking for a 'tax guy'!

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Pete A.
12/28/2011

Great and awesome Tax planning advisor. By the name of Robert J. Ferrie. He has been doing my taxes for the past 10 years. A great place to get your taxes done and also get advice on any...

Jim P.
7/22/2014

Robert and his mom have been my tax folks for about 20 years now. Never a surprise, quick and accurate. I initially went to him to keep myself out of trouble with my taxes and he has been a real...

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