Caldwell and Associates

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505 W Foothill Blvd
Monrovia, CA 91016
+1 (626) 303-3463
https://www.caldwellandassociates.org

Caldwell and Associates, located in Monrovia, California, offers a comprehensive range of financial services designed to support individuals and businesses alike. Their expertise includes personal and business taxes, health insurance, estate planning, investment strategies, and bookkeeping, ensuring a holistic approach to financial management.

The firm is dedicated to providing tailored solutions for various financial needs, including nonprofit services and legal shield offerings. With a commitment to educating clients through financial lessons, Caldwell and Associates aims to secure a prosperous future for their clientele.

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4.515 reviews
Photo of Andy O.
Andy O.
9/24/2015

Carlos is the man. Simple as that. He has been handing our personal and business returns for over 4 years now and I would't go anywhere else. He not only is truthful and honest but there is a...

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Larry S.
11/28/2023

I've been going to Carlos for over 15 years. He is honest, easy to talk to and has helped me and my family with our tax planning. He is really an asset especially to anyone who has only used...

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Ev W.
6/19/2023

Very rude lady answered your phone,then I asked a couple questions and then she keeps saying it's not a free service .we charge ..."duh"..anyway she was so disrespectful I would not recommend this...

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Chasity L.
2/3/2022

One of the best to ever do it ! me and my family have been working with carlos for so many years now, he's always right on time and is an expert at taxes, we are committed clients, he's highly...

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Lovie C.
10/12/2020

EXCELLENT Tax Professional. Carlos came highly recommended from our realtor when we purchased our home in 2016 and now I know why. Carlos has been doing our taxes since 2017. I highly recommend...

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