i have been with Pat for over 30 yrs, probably more. uhart tax is the best!!! they know both ends ... investment & taxes, so that you get the best bang for your buck. they care for you (their...
Uhart Tax & Financial
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Uhart Tax & Financial is a full-service financial solutions company located in Santee, CA, catering to the town and its neighboring areas. Under the leadership of Patricia K. Uhart and Angela Ledwedge, the company provides a comprehensive range of services including tax preparation, financial planning, retirement planning, investment advice, and insurance coverage.
With a focus on client satisfaction, Uhart Tax & Financial offers expert tax advice and personalized financial solutions. Whether you require assistance with tax preparation or guidance on investment decisions, the company is equipped to address various financial needs with professionalism and expertise.
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Reviews
I had previously been dealing with an accountant from hell and got one of those lovely letters from the FTB about taxes owed from 2020. After calling several places I found Uhart through yelp. I...

I highly recommend Uhart!!! Extremely knowledgeable, professional and very responsive. I am very happy with Angela and her team, wouldn't go anywhere else!!!!
They are extremely knowledgeable about all the tax laws, including the new ones implemented last season. I would highly recommend Pat and Angela to anyone that wants honest, knowledgeable and...

Pat and Angela are wonderful. Personal attention coupled with immense knowledge keep us coming back year after year. When we first switched to Uhart Tax, they went through previous years taxes -...
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