Welcome to AJ Houston Financial Services, a full-service accounting firm based in the beautiful city of Monterey, CA. We specialize in accounting, tax, and consulting services, and our primary focus is to provide cost-effective, value-added, and pro-active input to help our clients save taxes. Our team has over 15 years of experience in the industry, and we pride ourselves on our reliability, knowledge, and professionalism. Our clients range from local businesses and individuals to clients across the country, and we are equipped to work remotely as needed.
Our accounting practice is locally based, which allows us to provide personalized and quality service to our clients. Our main job is to provide value to your income tax return by maximizing your tax refunds and minimizing your tax liability. We believe that tax planning is crucial in adding value to your tax return, and we are always happy to explain in detail how we can help you save money.
About Our Founder
AJ Houston, the founder of AJ Houston Financial Services, has over 30 years of experience in the field of Taxation and Financial Planning. He holds a BA from UC Santa Barbara and an MBA from the University of San Francisco. AJ is a former Certified Financial Planner and an Enrolled Agent with the IRS. His extensive experience and studies have led him to believe in tax-efficient investing and low-cost portfolio management. Through his experience, AJ discovered his passion for helping others with Financial Planning and investing.
Our Team
In addition to our founder, AJ Houston, we have a team of experienced and dedicated professionals who are committed to providing the best possible service to our clients. We have a CPA, Adolfo Herrera, who has over 10 years of experience working in Public Accounting and Taxation. Adolfo has outstanding tax research skills and has worked with various local and non-local firms, gaining valuable experience in both tax and accounting. His expertise lies in navigating complicated income tax returns.
Our Services
We offer a range of services that cater to both individual and business clients. Our services include:
- Accounting: We provide accounting services that help our clients manage their financial records accurately. Our accounting services include bookkeeping, financial statements, budgeting, and cash flow management.
- Tax: We provide tax services that help our clients minimize their tax liability and maximize their refunds. Our tax services include tax preparation, tax planning, and tax representation.
- Consulting: We provide consulting services that help our clients make informed financial decisions. Our consulting services include business planning, estate planning, retirement planning, and investment advice.
Why Choose Us
At AJ Houston Financial Services, we prioritize our clients' needs above all else. We are committed to providing personalized and quality service to each of our clients. Our team is experienced and dedicated, and we are always available to answer any questions or concerns that our clients may have. We believe that our clients' success is our success, and we are committed to helping our clients achieve their financial goals.
Overall Experience
The reviews highlight the mixed experiences of clients with AJ Houston's tax return services.
Customer Service
A common theme among the positive reviews is the excellent customer service provided by AJ Houston. Clients appreciate the helpful and friendly staff who address their questions and concerns. The staff's responsiveness and willingness to assist have earned them high praise.
Employment Experience
On a separate note, one review shares a negative employment experience, where an employee was allegedly let go due to not performing non-job-related tasks, such as making coffee.
Fees and Value
Some clients have appreciated the reasonable fees offered by AJ Houston, considering the quality of service provided.
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