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...
San Juan Financial
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(11)
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31726 Rancho Viejo Rd Ste 215
San Juan Capistrano, CA 92675
San Juan Financial in San Juan Capistrano, CA is dedicated to providing a seamless web-based experience designed to enhance collaboration and service delivery for its clients. The firm prioritizes client data security and employs various technologies to collect and process personal information to improve its services while maintaining user privacy.
The company facilitates easy access to client accounts and information, allowing users to store and share files across devices effectively. Collaborating with trusted third-party service providers, San Juan Financial ensures reliable and efficient management of client data without compromising on privacy.
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Reviews
4.511 reviews
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...
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...
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...
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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