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Uhart Tax & Financial

5.0

About this business

Specialties: We offer in person and virtual tax preparation and planning services. Available all year, we provide services in all 50 states as well as all around San Diego county. We specialize in individual tax return preparation, trusts, estates and tax planning with an emphasis on planning to help you achieve your financial success. We are a family run business with over 40 years of experience. We review your tax returns and other financial aspects in your life for tips and tricks to help save you the most in taxes and pl... read more

Location details

9745 Prospect Ave #204, Santee, CA, 92071, United States

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WeekdayScheduleStatus
Mon9:00 a.m. to 5:00 p.m.
Tue9:00 a.m. to 5:00 p.m.
Wed9:00 a.m. to 5:00 p.m.
Thu9:00 a.m. to 5:00 p.m.
Fri9:00 a.m. to 5:00 p.m.
SatClosed
SunClosed
5.044 reviews
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Ingrid Flores's profile image
Ingrid Flores 
on Google
4 months ago

Uhart Tax is a professional tax preparation service provided by very knowledgeable enrolled agents. Their knowledge of tax law and codes is impressive. I’ve used their service for years. I highly recommend them! They also provide financial services. 

sylvia mendoza's profile image
sylvia mendoza 
on Google
5 months ago

Uhart Tax has been doing my taxes for years. They are always attentive and recommend great tips. The portal for uploading documents is super easy to use and you can reference your past year docs at any time. Uhart also has a great newsletter with tips that helped me and my family.They are the best I've experienced! 

Frank Torres's profile image
Frank Torres 
on Google
4 years ago

Angela and Pat are wonderful to work with, I have been using them for over 20 years. I highly recommend them! 

7 SM's profile image
7 SM 
on Google
4 years ago

Awesome. I have been coming to Uhart for the past three years. The rates are super reasonable for all of the works they put in. I have been with Angela and she is super attentive from our initial sit down, through filing, all the way up until the end of tax season. I have no complaints and all accolades for this place. 

James W.'s profile image
James W. 
on Google
4 years ago

I recommend Uhart Tax & Financial to anyone who wants a personal, comfortable, and easy tax experience, and wants to maximize their return. Pat and Angela are wonderful people and have always treated my wife and I like family. They always know the new tax laws and are on top of the tax world happenings and investments. You couldn't ask for a better tax and financial team. Thank you Pat and Angela, 

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Frequently asked questions about Uhart Tax & Financial

How is Uhart Tax & Financial rated?

Uhart Tax & Financial has a 5 star rating with 44 reviews. 

When is Uhart Tax & Financial open?

Uhart Tax & Financial is open now. It will close at 5:00 p.m.  

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