Team Wealth & Tax Advisors

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Team Wealth & Tax Advisors We are a private, bespoke, high-level, wealth and tax advisory firm. We help our clients make smart choices about wealth, retirement, and taxes.

“Likes” should not be considered a positive reflection or endorsement of the investment advisory services offered by the advisor – but simply a mechanism available to circulate our page. Visitors to this page must refrain from posting positive reviews of their experiences with the advisor or its services as such testimonials are prohibited under state and federal securities laws and may not reflect the experience of all Clients of the advisor. All content is for information purposes only. It is not intended to provide any tax or legal advice or provide the basis for any financial decisions. Nor is it intended to be a projection of current or future performance or indication of future results. Purchases are subject to suitability. This requires a review of an investor’s objective, risk tolerance, and time horizons. Investing always involves risk and possible loss of capital. Advisory Services offered through Team Financial Group, LLC, a SEC Investment Advisor. Insurance products and services are offered through Team Financial & Insurance Services, LLC, an affiliated company, CA License . Team Financial Group, LLC, and Team Financial & Insurance Services, LLC, are not affiliated with or endorsed by the Social Security Administration or any other government agency. Team Wealth & Tax Advisors is a d/b/a of Team Financial Group, LLC. All Tax related services provided through TeamTax, an affiliated company.

Have an unused adoption tax credit from a prior year? The IRS is issuing refunds to eligible taxpayers for 2025. Learn w...
11/01/2026

Have an unused adoption tax credit from a prior year? The IRS is issuing refunds to eligible taxpayers for 2025. Learn who may qualify and why an amended return generally isn't needed.

The IRS is issuing refunds to eligible taxpayers with adoption credit carryovers from 2020–2024. Learn who may qualify and whether action is needed.

Here are the November 2026 Individual Due Dates
10/31/2026

Here are the November 2026 Individual Due Dates

Review important November 2026 tax deadlines, including the November 10 deadline for employees to report October tips to their employers.

10/31/2026

Watch this video for a quick overview of bunching tax deductions.

10/29/2026

When giving to charity, some make cash donations. Others want a more sophisticated strategy.

The IRS has a new mobile app for checking refunds, viewing notices, accessing tax records, and making payments. Learn wh...
10/28/2026

The IRS has a new mobile app for checking refunds, viewing notices, accessing tax records, and making payments. Learn what it offers and how to avoid fake apps and scams.

The IRS has replaced IRS2Go with a new mobile app. Learn how to check refunds, view notices, access tax records, make payments, and avoid scams.

Some simple, inexpensive energy-saving tips that may help you save money.
10/27/2026

Some simple, inexpensive energy-saving tips that may help you save money.

Here are some simple and inexpensive energy-saving tips that may help you save money.

10/24/2026

If you are going through a divorce or recently went through one, watch this video for potential changes to your tax situation.

10/22/2026

An ILIT could play a role in your estate strategy.

Personality vs. Pocketbook: Should you lease, finance, or pay cash for your next car?
10/20/2026

Personality vs. Pocketbook: Should you lease, finance, or pay cash for your next car?

Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.

Is crowdfunding money taxable? It depends. Personal donations, rewards and equity investments can have very different ta...
10/18/2026

Is crowdfunding money taxable? It depends. Personal donations, rewards and equity investments can have very different tax consequences for both organizers and contributors.

Crowdfunding can have unexpected tax consequences. Learn how personal donations, rewards, investments, Form 1099-K, and gift tax rules may apply.

Address

40395 Winchester Road Ste A
Temecula, CA
92591

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

(951) 308-6444

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