Team Wealth & Tax Advisors

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.

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ot 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.

The third 2026 estimated tax payment is due September 15. Learn who should pay, safe harbor rules, penalties, and how to...
09/01/2026

The third 2026 estimated tax payment is due September 15. Learn who should pay, safe harbor rules, penalties, and how to avoid a surprise tax bill.

If you make or receive income that is not fully covered by withholding, September 15, 2026 is an important date on the tax calendar. It is the due date for the third installment of 2026 federal estimated tax payments for individuals who are not paying enough through withholding during the year.

Thinking about a prepaid debit card? Consider the pros and cons.
09/01/2026

Thinking about a prepaid debit card? Consider the pros and cons.

It's important to understand the pros and cons when considering a prepaid debit card.

Here are the September 2026 Individual Due Dates
08/31/2026

Here are the September 2026 Individual Due Dates

Review key September 2026 individual tax deadlines, including tip reporting and the third estimated tax payment, plus important safe harbor rules.

Your final decade before retirement can have the biggest impact on your financial future. Learn the key planning opportu...
08/31/2026

Your final decade before retirement can have the biggest impact on your financial future. Learn the key planning opportunities at ages 50, 55, and 60—and why proactive tax planning matters.

Your final decade before retirement is critical. Learn key planning opportunities at ages 50, 55, and 60 and how tax planning can help.

Donating long term appreciated stock (publicly traded shares held more than one year) to a qualified charity is a high i...
08/30/2026

Donating long term appreciated stock (publicly traded shares held more than one year) to a qualified charity is a high impact way for donors to support causes while obtaining favorable tax treatment.

Learn how donating long-term appreciated stock can provide a charitable deduction, avoid capital gains tax, and create a more tax-efficient gift.

08/29/2026

An HSA can help you save for healthcare expenses while offering valuable tax benefits. Learn who qualifies and how these accounts work.

When are you taking your Social Security benefits? Considering the timing can help maximize your benefit.
08/27/2026

When are you taking your Social Security benefits? Considering the timing can help maximize your benefit.

Taking your Social Security benefits at the right time may help maximize your benefit.

Many have heard they should avoid probate; do you understand what probate is and how it works?
08/25/2026

Many have heard they should avoid probate; do you understand what probate is and how it works?

Probate can be a completely public process, or it can be managed to include as little information as possible.

Under the Internal Revenue Code Section 61, gross income generally means all income from whatever source derived, and un...
08/23/2026

Under the Internal Revenue Code Section 61, gross income generally means all income from whatever source derived, and unless a specific rule says it is excluded, it is taxable. In simple terms: if you got something of value and the tax law does not carve it out, the IRS probably sees it as taxable.

Not all taxable income comes from a paycheck. Learn how the IRS treats side hustle income, prizes, gambling winnings, found property, gifts, inheritances, and m

Passing a tax law is only the beginning. See how upcoming Treasury and IRS guidance could shape tax planning and impleme...
08/22/2026

Passing a tax law is only the beginning. See how upcoming Treasury and IRS guidance could shape tax planning and implementation of the OBBBA.

Explore Treasury’s 2026 Priority Guidance Plan, OBBBA implementation, regulatory changes, and what evolving IRS guidance could mean for tax planning.

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

Website

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