Connect Tax San Dimas
Ageras rating star
0 / 5 stars 0 reviews
Connect Tax San Dimas
Ageras rating star
0 / 5 stars 0 reviews


At Connect Tax we pride ourselves on customer service. We never want you to be in the dark about anything. Regular communications is key. We also believe that our breathe of knowledge not only in tax, but investments and insurance give us the ability to solve any issue whether simple or complex. Our mission is to help you in any way we can. We look forward to working with you!


Interview quote

A fellow advisor friend was peaking at a conference and said, "Give a 5-star performance no matter what! That is what we strive for every day with every person we touch. Whether we are able to help them, or if we are able to refer them to someone, it is about helping people be better.

Why do customers choose you?

We listen, really listen to our clients. We are easy to talk to and easy to work with. We return calls emails and text in a timely manner.

What do you consider a fantastic customer experience?

Our clients stay with us because we are not only are great at handling their taxes today but plan for the future. Being able to anticipate needs and pitfalls and being able to provide solutions is what keeps clients happy and coming back year after year.

How can you help businesses develop?

We can take a lot of the worry off our client's plate. We meet mid-year to make sure the tax situation has not changed or we can adjust for any difference. For individuals and families, we can make sure they have a good financial plan to protect their families along with their taxes. As for business owners, we can take a lot of the day to day off their task list like bookkeeping and payroll. We can help them plan for the future by discussing


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