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.

Do you have old retirement plans from your former employers? Our video offer tips on how to search for your missing mone...
06/23/2026

Do you have old retirement plans from your former employers? Our video offer tips on how to search for your missing money like a Retirement Plan Detective!

Watch this fun video for tips on how to search for missing money.

With the federal launch of Trump Accounts scheduled for July 4, 2026, parents and family members who want to jump-start ...
06/23/2026

With the federal launch of Trump Accounts scheduled for July 4, 2026, parents and family members who want to jump-start a child’s retirement savings face a rapidly approaching deadline to get accounts activated. But there are still unanswered questions.

Trump Accounts launch July 4, 2026. Learn about activation, the $1,000 seed contribution, Form 4547, eligibility, and contribution rules.

06/20/2026

Surrendering, selling, or transferring a life insurance policy can lead to different tax implications. Watch this video for a brief overview.

There are four basic steps to calculating the value of an estate.
06/18/2026

There are four basic steps to calculating the value of an estate.

Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.

The savings rate is the government’s estimate of how much U.S. households are saving.
06/16/2026

The savings rate is the government’s estimate of how much U.S. households are saving.

What can be learned from the savings rate?

From Venmo income to freelance gigs and creator revenue, many Gen Z workers are facing unexpected tax bills. Learn how s...
06/15/2026

From Venmo income to freelance gigs and creator revenue, many Gen Z workers are facing unexpected tax bills. Learn how side hustle taxes work and how to avoid common mistakes.

From Venmo payments to freelance income and creator earnings, Gen Z workers need to understand side hustle taxes to avoid costly surprises.

A temporary tax break allows eligible workers to deduct qualified tips from 2025 through 2028. Learn who qualifies and t...
06/14/2026

A temporary tax break allows eligible workers to deduct qualified tips from 2025 through 2028. Learn who qualifies and the reporting rules that apply.

Learn who qualifies for the new federal tip deduction, reporting requirements, income limits, and key rules for employees and self-employed workers.

06/13/2026

Taxpayers with deferred capital gains in Qualified Opportunity Funds should prepare now for the potential tax liability due in 2026 and explore available tax-saving strategies.

Business owners should consider a succession plan sooner rather than later.
06/11/2026

Business owners should consider a succession plan sooner rather than later.

There are a number of reasons for business owners to consider a business succession plan sooner rather than later.

More Americans are relying on credit cards instead of emergency savings. Learn why financial stress is rising and how sm...
06/10/2026

More Americans are relying on credit cards instead of emergency savings. Learn why financial stress is rising and how small planning habits can improve financial stability.

More Americans are turning to credit cards over emergency savings. Learn why financial stress is rising and how planning can improve stability.

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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