Legacy Tax Prep and Financial Services - San Diego, California

Overview of Legacy Tax Prep and Financial Services

When exploring financial services in San Diego, California, Legacy Tax Prep and Financial Services stands out as a notable entity located at Address: 4565 Ruffner St, Lecture Hall, San Diego, CA 92111. This company offers a comprehensive range of services including Tax Preparation Service, Financial Planning, and even Real Estate advice. For those seeking detailed financial guidance or assistance with tax filings, Legacy Tax Prep and Financial Services seems to be a one-stop solution.

To reach out or inquire about their services, you can contact them directly using their Phone Number: 8585186014. While they do not have a dedicated website listed, their contact information suggests they might offer detailed information through their phone line or possibly through their physical presence at the office.

For individuals considering utilizing their services, there are several points of interest to note. The office is Wheelchair Accessible, both in terms of entrance and parking lot, making it convenient for everyone, including those with mobility challenges. However, it's recommended to appointments be made prior to visiting to ensure a smooth experience.

When it comes to opinions, it's noteworthy that Legacy Tax Prep and Financial Services currently holds 0 reviews on Google My Business. The average opinion score stands at 0/5, which raises concerns about customer satisfaction. This lack of reviews might be due to several factors, including the company's size or the specific nature of its services. Potential clients should consider reaching out directly to ask about experiences or consider looking for additional, more recent feedback before making a decision.

In terms of specialties, Legacy Tax Prep and Financial Services emphasizes Tax Preparation Service, which is crucial for individuals and businesses navigating the complexities of tax laws. Their inclusion of Financial Planning services suggests a broader commitment to helping clients achieve financial stability and growth. Additionally, their offering of Real Estate services indicates a holistic approach to wealth management, covering not just financial planning but also the critical aspect of property investment.

For those considering Legacy Tax Prep and Financial Services, it's important to weigh the benefits of their comprehensive services against the apparent lack of customer feedback. The accessibility features of their office are commendable, but potential clients might also want to explore other financial service providers in San Diego to compare experiences and services offered.