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Uhart Tax & Financial

Santee, CA Financial Services
9745 Prospect Ave Ste 204, Santee, CA 92071

At Uhart Tax & Financial, we provide a variety of tax preparation and planning services - both in-person and virtual. We cover the whole of America, with a particular focus on San Diego County. Our family-run business has been around for over 40 years and provides expertise in individual tax return preparation, trusts, estates and tax planning, all with a view to helping you reach your financial goals.

We not only help you with the filing of your taxes, but also review your financial circumstances for tips and tricks to help you save as much money as possible. We offer advice and guidance on how to take advantage of tax law changes, whether you are buying or selling a home, trading stocks, or dealing with rental property taxes. We work hard to ensure you get the most beneficial tax position available.

We also provide estate and trust planning services and can offer assistance with distributions. If you lose a loved one, you can rely on us to be there for you throughout the process.

For tax and financial advice you can trust, get in touch with Uhart Tax & Financial today.

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