Where Finances Meet Opportunity
Welcome to Automated Tax & Financial Services
Automated Tax & Financial Services is a trusted accounting firm based in Citrus Heights, CA, with a long-standing history of providing top-notch financial services to individuals and businesses since 1978. For over 30 years, our founder, Robert, has been dedicated to helping homeowners and small business owners save thousands of dollars by preparing their income tax returns with his in-depth tax knowledge and experience.
About Us
At Automated Tax & Financial Services, we understand that every client has unique financial needs. That's why we work closely with our clients to provide personalized financial solutions tailored to their specific situations. Our team of experienced professionals is committed to delivering exceptional service and helping our clients achieve their financial goals.
About the Owner
Robert, the owner of Automated Tax & Financial Services, has been a trusted Enrolled Agent for over 30 years, providing tax, payroll, and accounting services to homeowners and businesses. He has extensive knowledge and experience in tax preparation for individuals, partnerships, corporations, sole proprietors, and trusts. Robert is passionate about helping his clients save money and staying up-to-date with the latest tax laws and regulations.
Services Offered
At Automated Tax & Financial Services, we offer a wide range of services to help our clients manage their finances effectively. Here are some of the services we provide:
1. Tax Preparation: We offer tax preparation services for individuals, businesses, and trusts, ensuring that our clients take advantage of all available tax deductions and credits, and file their tax returns accurately and on time.
2. QuickBooks Accounting Services: Our team is proficient in QuickBooks and offers in-house accounting services to help businesses manage their finances efficiently. We can also come to your location to find and correct accounting problems and train your accounting staff to prevent future issues.
3. Payroll Services: We provide payroll services, including processing payroll, calculating and filing payroll taxes, and issuing W-2s and 1099s.
4. Financial Consulting: Our experienced professionals offer financial consulting services to help our clients make informed financial decisions, resolve financial problems, and achieve their financial goals.
Who We Help
At Automated Tax & Financial Services, we work with a diverse range of clients, including individuals, homeowners, and businesses of all sizes. We specialize in helping homeowners save thousands of dollars in annual tax savings by offering various options and reviewing prior year returns. We also welcome new clients looking for a new tax professional and offer a free consultation to get acquainted.
At Automated Tax & Financial Services, we are committed to providing exceptional service and building long-lasting relationships with our clients. Contact us today to learn more about our services and how we can help you manage your finances effectively.
Excellent Experience with Tax Preparation
Accurate and Efficient Service
All reviewers praised the timely and accurate service provided by Robert, the accountant. He was able to complete tax preparations and trusts quickly and efficiently, often within a few days. Reviewers appreciated his attention to detail and ability to explain complex financial information in a clear and concise manner.
Friendly and Humorous Service
Reviewers also appreciated Robert's friendly and humorous demeanor, making the tax preparation process easier and more enjoyable. His ability to put clients at ease and make the experience more pleasant was a common theme among the reviews.
Long-Term Clientele and Recommendations
Many reviewers have been clients of Robert's for several years, with some having used his services for over 20 years. They have consistently been satisfied with his work and have recommended him to others. His long-term clients appreciate his expertise and personal approach to tax preparation.
